Introduction
This release makes record creation more forgiving of team and office permissions, strengthens Enterprise Workflows and the Procore integration, and rounds out Reports and Filters with a handful of new options. It also ships a wide set of fixes across CRM, Identifiers, the Outlook Plugin, and Companies.
Feature Drop
- Last Activity Date — Contacts, Companies, and Opportunities now show a Last Activity Date field in field templates and list views, so you can see at a glance when a record was last touched.
- Type dates directly into filters — Date range filter fields now accept a typed date in addition to the calendar picker, so you can jump straight to the range you need.
- Save report definitions without generating — The report builder now includes a Save button, letting you store a report definition without running it first.
- Richer Record Digest emails — Send Record Digest workflow actions now support sorting by column and rich-text message bodies, giving you more control over what recipients see.
- Company Website filter — The Companies board now includes a Company Website filter, so you can narrow the list down by website.
- Vista integration: WorkEmail mapping — The Vista integration now supports mapping WorkEmail on team members.
- Procore integration: Active field mapping — The Procore integration now exposes Active as a mappable field.
Fix-It Release
- Permissions
- Creating Contacts, Companies, Opportunities, Projects, and Team Members no longer requires edit ownership on every team or office — having it on just one is now enough.
- The "Make Required on Creation" action is no longer visible to users without the appropriate settings permission.
- Companies
- Opening the Custom Fields tab on a company no longer crashes the page.
- Relationship Management
- Adding a contact from a required role card now automatically assigns that role instead of leaving it vacant.
- Enterprise Workflows
- Stage-change triggers now fire automatically during normal CRM use, not just on manual test runs.
- Required-fields warnings now show one consistent message, creating a record directly into a non-default stage now correctly runs stage-entry required-field workflows, and formula recalculation jobs are more reliable under load.
- "Show Fields" workflow actions can no longer be silently overridden by "Hide Fields" configured in another workflow.
- User Management
- The user management page no longer times out for companies with a large number of users spread across many offices.
- Identifiers
- Manually assigning an identifier now succeeds even when the configured stage trigger hasn't been reached yet.
- Identifier sequences no longer drift or collide after applying identifier setting changes with "Update all existing."
- Outlook Plugin
- Opening a record no longer triggers a runaway loop of background requests.
- Procore Integration
- Contact sync no longer fails when a contact's email is missing or blank.
- Relation sync now respects the automation triggers and filters you've configured instead of ignoring them.
- The Trigger Events configuration step no longer lets you save invalid cross-entity trigger combinations.
- Data Hub
- Sorting the Projects list in descending order now correctly places the newest projects at the top.
- Finance Sheet
- Financial sheet cells no longer clear out while you're typing due to a background refresh.
- Reports
- The Update Report button no longer appears by default when opening a report that already has a custom filter applied.
- The Month of the Quarter dropdown now shows month names instead of raw values when quarterly recurrence is selected.
- Opportunities
- Creating an opportunity with an assignee no longer sends a spurious "unarchived" email notification.
- CRM
- The stage board no longer fails to load when a deleted custom section still has a required field linked via workflow.
- Contacts
- Opening an existing career history entry now loads its fields instead of showing an empty modal.
- App Reliability
- After a new deploy, the app now reloads automatically once instead of showing a broken-page error when it requests an outdated file.
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.
