Introduction
This release rounds out a set of usability improvements across the CRM — including a new Created Date filter for Projects, quieter form inputs, and clearer dynamic labels — alongside a focused round of fixes to Required Fields validation, the Outlook and InDesign plugins, Field Settings, and Opportunity ownership.
Feature Drop
- Created Date filter in Projects — The Projects list view now includes a Created Date filter, making it easier to narrow the list down to projects created in a specific timeframe.
- Quieter form inputs — Browser password-manager and autofill suggestions no longer pop up on form fields where they don't belong, keeping data entry screens clean.
- Clearer dynamic field labels — Modal titles and button labels in the CRM now update dynamically to match the section you're working in.
Fix-It Release
- Required Fields
- The Address field no longer triggers a false "required field missing" warning when it's actually filled in.
- Board view now correctly validates required fields — including Address, Priority, and the required-field indicator — before letting a record move forward.
- The Probability field on workflow-created records no longer fails required-field validation.
- Settings
- Cancel and Discard Changes now correctly close the Edit Field modal.
- InDesign Plugin
- The Planning section in the plugin now displays its field data instead of showing an empty state.
- Outlook Plugin
- Opening an existing opportunity in the Outlook plugin no longer overwrites its deal owner automatically.
- Opportunities
- Creating a new opportunity no longer auto-assigns a deal owner — you choose who owns it.
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.
