ProjectMark Application Enhancement

Introduction

This release delivers new capabilities across Opportunities, Tasks, Contact Enrichment, and Settings — including duplicate detection on record creation, a priority column in the opportunity list, and the ability to rename default sections — alongside a focused round of fixes across Resource Management, Contact Enrichment, Import, Reports, and more.

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Power-Up Release

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• Duplicate detection on record creation — When creating a new contact or company, the system now surfaces potential duplicate matches inline before the record is saved. A dropdown and overlay appear when a likely match is found, helping teams catch duplicates at the source and keep CRM data clean from the start.
• Contact Enrichment — redesigned user dropdown — The user dropdown menu in the Contact Enrichment flow has been fully redesigned for a cleaner, more intuitive experience, making it faster to select and apply enrichment actions.

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Feature Drop

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• Priority column in Opportunity list view — A new Priority column is now available in the Opportunity list view, letting teams sort and track opportunities by priority at a glance.
• Rename default sections on Projects and Opportunities — Default sections can now be renamed on both Projects and Opportunities, giving firms the flexibility to match section labels to their internal terminology.
• Type dates directly in date fields — Users can now type dates directly into date picker fields instead of only selecting from the calendar, speeding up data entry across the application.
• Activity logging reminder — 1, 3, and 5-day intervals — Tasks now support 1, 3, and 5-day reminder intervals for activity logging, giving users finer control over follow-up cadence.

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Fix-It Release

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• Opportunities
  
  • Cent values are no longer shown in board and list stage header totals, keeping financial figures clean and scannable.
  • The search bar now matches on Group title, making it easier to find opportunities organised under a group.
  • An eye icon now appears in list view to open the opportunity modal directly; the modal no longer breaks when the title field is cleared.
  • Clicking outside the opportunity creation modal now prompts a discard confirmation, preventing accidental data loss.
  • Board search results now correctly filter the displayed items.
• List View
  
  • The description field no longer closes unexpectedly when scrolling or clicking inside it.
• Resource Management
  
  • Multiple fixes applied across the Gantt view (vertical scroll reset, role colour updates), the Add Member modal search, On Leave colour consistency, and planning section date refresh behaviour.
• Contact Enrichment
  
  • Multiple fixes applied across credit rollback when a phone number is not found, field overwrite rule enforcement, empty career history creation, and product gate enforcement for companies without the AI & Enrichment product.
• Reports
  
  • Report schedule fields are no longer reset when a partial update is sent — only the fields included in the payload are updated.
• Import Tool
  
  • The import tool now accepts common phone number formats and website URLs that omit the https://www prefix.
• User Management
  
  • Users can no longer be assigned more than one permission type to the same team, preventing conflicting role-based permission configurations.
• InDesign Plugin
  
  • SVG files are now correctly read and placed as image assets in the plugin.
• Email Activation
  
  • Email addresses containing a + symbol are now handled correctly during account activation and password reset flows.
    

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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.