Introduction
This release brings new Procore integration options, faster Contacts and Companies list views, and a more flexible Resource Planning filter — alongside a broad round of fixes across Opportunities, the InDesign and Outlook plugins, Workflows, and sign-in session stability.
Feature Drop
- Faster Contacts & Companies lists — Contacts and Companies list views now load and scroll more smoothly, matching the faster grid experience already used in Team Members and Projects.
- Procore Vendor trades mapping — Vendors synced from Procore now bring their trade assignments over automatically, so you no longer have to enter them by hand.
- Duplicate professionals in imports — Opportunity and project imports now accept the same professional listed twice under different roles, instead of blocking the import.
- Clear the Role filter in Resource Planning — The Role filter in Resource Planning now has a clear option, so you can remove a selected role without resetting the whole filter.
- Editable Procore stage mapping sync direction — You can now change the sync direction on a Procore stage mapping instead of it being permanently locked.
Fix-It Release
- Opportunities
- Sorting the Opportunities list now stays applied to records loaded through "Show More," instead of resetting to load order.
- Icons that failed to load after an update now reload automatically instead of appearing blank.
- Assigning a deal owner to a draft opportunity no longer adds that person to Workforce until the opportunity is actually created.
- The deal owner no longer disappears immediately after converting an opportunity into a project.
- The Opportunities board no longer hangs or fails to load when required-fields data is requested.
- InDesign Plugin
- The date filter's options list now scrolls properly, so options like "Last 60/90 days" are reachable.
- Paragraph and description fields with formatted text no longer crash the plugin panel.
- Outlook Plugin
- Typing in a field no longer gets interrupted or cleared by a background save triggered elsewhere in the form.
- Tasks
- The opportunity picker in the Task modal now shows opportunities to select instead of appearing empty.
- Create Modals
- Repeatedly pressing Escape on a discard-changes confirmation no longer stacks multiple duplicate dialogs.
- Contacts & Companies
- Sorting the Contacts list by Name or Email A-Z no longer shows loading placeholders above the actual data.
- Importing records with an empty address field no longer erases the record's existing addresses.
- Workflows
- Deleted or deactivated team members no longer appear in Workflow filter dropdowns.
- Sign-In & Sessions
- Fixed session issues that could cause sign-in errors or an endlessly loading Opportunities board across web, mobile, and plugins.
- Procore Integration
- Converting an opportunity to a project no longer creates a duplicate project in Procore.
- Custom fields that were missing or failing to sync from Procore now sync correctly.
- Settings
- Saving Pipeline auto-archive settings no longer appears stuck, and the auto-archive toggle now saves correctly.
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.
