Introduction
This release brings powerful enhancements, seamless integrations, and key fixes to improve your workflow. From new ways to map data and track financials, to smoother syncing with external platforms, and a series of fixes that enhance reliability across modules, this update is designed to make your experience with ProjectMark faster, smarter, and more intuitive.
Feature Drop
- Map Win & Project Probability: Allow users to map win probability and project probability in Dromo.
- Billed Amount in Finance: Added Billed Amount to the finance module in Vista.
- Default Filterable Fields: Ensured “Make Field Filterable” is disabled by default across related modules.
Power-Up Release
- Sync Projectmark to BuildingConnected: Opportunities from ProjectMark now sync seamlessly with BuildingConnected.
Fix-It Release
- Case-Insensitive Emails: Contact email addresses are no longer case-sensitive.
- Non-Exportable Fields in Reports: Fixed issue where fields appeared in reports but could not be exported.
- Update & Refresh in Reports: The update button and refresh schedule time now work correctly when editing a report.
- Comma in List Chart Type: Fixed missing comma formatting in list chart type in Analytics.
- Address Field Closing: The address field now closes correctly when clicking outside the input.
- Remove Contacts on Mobile: Fixed an issue where users were unable to remove contacts from a company on mobile.
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.
