Introduction
This release brings a smoother experience across Workflows, Opportunities, the Outlook Plugin, and the Procore integration — including a new Program mapping for Procore and the ability to clear a field mapping in the upload tool — alongside a broad round of fixes to search, deal ownership, and conditional workflow options.
Feature Drop
- Procore Program mapping — Program now maps to Procore Projects, so Program values sync automatically for projects connected to Procore.
- Clear a field mapping in the upload tool — In the upload tool's field mapping step, you can now reset a mapped column back to "Map to CRM Field" without picking a different field or removing the column.
- Auto-focus on create — Opening the Contact or Company create modal now places your cursor directly in the name field, so you can start typing right away.
Fix-It Release
- Workflows
- Conditional options that had narrowed to a single choice now correctly expand again when you switch to a trigger value that should unlock more options.
- Field changes that trigger a workflow no longer show stale values immediately afterward — the updated state now reflects right away.
- Procore Integration
- Project Departments now sync as a list of departments instead of a single text value.
- Construction start and finish dates now sync to Procore in the format it expects, so they no longer disappear after the next sync.
- Opportunity stages are now available for mapping on integrations migrated from Prismatic.
- Outlook Plugin
- Deactivated dropdown and tag options no longer appear as selectable choices in pickers.
- Leaving an opportunity while it's still refreshing no longer lets its old data bleed into a newly created draft.
- Opportunities
- Setting a deal owner from the board view and from the opportunity modal now stay in sync with each other.
- Closing a Multi-Scope group that still has opportunities no longer triggers an incorrect "this group will be deleted" warning.
- Updating a field in the opportunity modal no longer forces the entire Kanban board to reload.
- Contacts & Companies
- Deal owners now display correctly on project cards for Contacts and Companies.
- Clicking directly on the checkbox in the Contacts selection dropdown now selects the contact.
- Global Search
- Searching for existing records now works correctly in Contacts, Companies, and Projects.
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.
