Introduction
This release introduces a range of new features, interface enhancements, and performance improvements aimed at boosting productivity and delivering a smoother user experience across both desktop and mobile. From the launch of the Procore integration to visual updates, persistent filters, and refined mobile interactions, this update brings greater flexibility, consistency, and efficiency to your daily workflows. It also includes a variety of bug fixes that enhance stability across core modules such as tasks, reports, integrations, and analytics.
New Features
- Procore Integration – This feature is currently in closed testing. If you're interested in early access, please contact our Customer Success team to request participation.
- Contact & Team Member role dropdown now available in mobile
Improvements
- New "Category" task field now available in the Outlook plugin
- Global filter now stays applied even after page refresh
- Owners, team members, and contacts now have individual colors, keeping after refreshing
- Default cards in Analytics (New Opportunities, New Opportunities in Dollar, Total Won, Total Won in Dollar) are now filtered by the global filter
- UI enhancement and standardization across various fields (e.g., search field, new category modal)
- Multiple UI improvements in mobile for a better experience
- Search bar added to mobile (Add Fields modal & Deal Owner selection)
Bug Fixes
- Fixed issue where Opportunity Stage filter wasn’t applying correctly when another filter was active in mobile
- Fixed missing display of Project Value, Square Foot, and Square Foot Price in mobile
- Resolved sorting issue with team members when sorted alphabetically
- Fixed issue with reordering forecast widget
- Fixed issue related to association when create a task through opportunity that has contacts
- Resolved an issue where not all opportunities were displayed when clicking on a data point inside a widget in analytics.
Questions or Feedback
For questions or feedback regarding these changes, please contact our support team by logging a support ticket or visit our Help Center/FAQ Page.
