Introduction
This release brings several key enhancements across web and mobile platforms, focusing on usability, customization, and performance. Users now benefit from improved access to financial data on mobile, the ability to edit opportunity metrics directly from the list view, and greater control over filters and custom tabs. Enhanced Outlook integration and task modal improvements streamline daily workflows. Additionally, multiple bug fixes ensure increased stability and data accuracy across modules such as CRM, Forecast, and Analytics.
New Features
- Financial Tab on Mobile: The Financial tab is now available in the mobile app, allowing users to view financial data.
- Project Probability, Win Probability & Weighted Value: Users can now view and edit these fields directly from the Opportunity List View.
- Notes in Outlook Plugin: Users can now add notes to Opportunities, Contacts, Companies, and Tasks directly through the Outlook Plugin.
- Customizable Filters: Users can now choose which fields appear in filters, offering better control and a cleaner filter experience.
- Custom Opportunity Tabs on Mobile: Custom tabs within opportunities are now supported in the mobile app.
Improvements
- Hyperlinks on Mobile: Hyperlinks are now displayed properly on mobile.
- Task Modal Enhancements: Improved the user experience in the Task Modal by reducing loading times and keeping the task open after completion.
- Tags & Dropdowns: Improved the contrast of tags and increased their size for better visibility and accessibility.
Bug Fixes
- Improved sorting behavior in the Contacts list by enabling sorting through column headers.
- Column sizes are now preserved in the CRM list view after editing.
- The task modal now remains open after marking a task as complete.
- Fixed an issue where tag fields in the CRM list view were not updating correctly when edited outside the overview.
- The "Price by Square Foot" value in CRM now updates properly when changing the PVM.
- Resolved issues affecting the table when distributing the revenue forecast manually.
- Resolved performance issues when downloading the Active Users report in Analytics.
- Fixed an issue where the deal owner was not displaying as selected in the CRM.
- Users can now edit project roles for contacts inside opportunity 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.
