Introduction
This release brings a set of valuable new features, performance optimizations, and critical fixes designed to enhance user experience and efficiency. Users can now enjoy tooltips for long field titles, role-based filtering for team members, and increased flexibility in applying filters within default analytics cards. Alongside these usability improvements, enhancements in list view performance, case-insensitive email filtering, and a comprehensive series of fixes — including accurate filter behavior, seamless opportunity duplication, project conversion consistency, and stable report handling — deliver a smoother, more reliable, and productive workflow across the platform.
Feature Drop
- Tooltip: A tooltip is now displayed when a field title is too long, ensuring users can view the full text without layout issues.
- Team member filter: Users can now filter by team member roles, allowing for more precise and role-based searches.
- Default cards: Individual filters can now be applied directly within default widgets on Analytics (New Opportunities, Total Won, New Opportunities in Dollar, Total Won in Dollar), giving users greater flexibility and control over their views.
Auto-Upgrade
- List view performance: Improve performance when resizing columns in the list view
- Email filtering: Update system to ignore case sensitivity in emails
Fix-It Release
- Filter behavior: Deal owner should not appear duplicated when reopening and searching in the filter
- Duplicate opportunities: Users should be able to duplicate opportunities together with their contacts and companies
- Show More button: Should work correctly even after applying a sort in the list
- Project conversion: Should respect PVM and project value defined in project settings when converting an opportunity into a project
- Reports custom fields: Report title should always remain as the first column when selecting custom fields
- Project filters: Users should be able to disable a team member’s project role from project filters
- Report columns: Should display correct dropdown/tag values instead of showing the deal owner ID
- Report export: Percentage fields should be exported with the correct formatting
- Field stability: When updating values in the opportunity modal or list view, fields should not blink or display outdated values
- Contact list: Should display the fields "Last Email" and "Last Meeting" in the contact list view
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.
