Introduction
This release brings valuable new capabilities, usability improvements, and critical bug fixes across key areas of the platform. Highlights include the launch of the Procore two-way sync (beta) and support for Single Sign-On (SSO) in the Outlook Plugin, enhancing integration and user convenience. Usability has been improved through better interface behavior and expanded data visibility in analytics. Additionally, several bug fixes have been implemented to improve the reliability of forecasting, opportunity management, reports, and calendar field configurations.
New Features
- Outlook SSO Button: Users can now log in to the Outlook Plugin using Single Sign-On (SSO) for a faster and more secure experience.
- Procore Two-Way Sync: Now live (BETA). Enables two-way synchronization between Procore and the platform.
Improvements
- Improved component closing behavior to reduce accidental clicks.
- The Total Won widget in Analytics now includes imported opportunities, providing a more complete view of performance data.
Bug Fixes
- Added the "Customer" role for the Vista integration when mapping a customer to a project.
- Enabled filtering by Team Name in Projects and Opportunities.
- Preserved applied filters when refreshing the page.
- Saved filters in Reports now display correctly based on the selected data source.
- Fixed an issue where the individual filter on the Deal Probability Forecast was not working properly.
- Field order in the Opportunity modal now respects the configuration defined in Calendar settings.
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.
