Introduction
This release introduces a set of new features, enhancements, and fixes designed to improve usability and overall performance across CRM, Analytics, Mobile, and Integrations. From removing associations directly in CRM and auto-saving stage titles, to better analytics readability and key bug resolutions on mobile and integrations, these updates aim to deliver a smoother and more efficient user experience.
Feature Drop
- Remove Contacts/Companies from Associations: Easily remove contacts and companies directly from the Associations section in the Opportunity Modal for faster relationship management.
Auto-Upgrade
- Save Edited Stage Titles: Stage titles in Pipeline Settings are now saved automatically when users click outside the input field, ensuring smoother workflow updates.
- Auto-Sorted Analytics Charts: Data in analytics charts is now auto-sorted for improved readability.
Fix-It Release
- Price by Square Foot on Mobile: Fixed issue where the Price by Square foot field was not updating properly.
- Scrolling in Saved Filters on Mobile: Resolved issue preventing users from scrolling to the bottom of the saved filters list.
- Opportunity PVM Independence: Fixed bug where opportunity PVM value was incorrectly updated based on project PVM when not converted to a project.
- Vista Integration Optimization: Prevented unnecessary update sand logs triggered by Vista integration.
- Label Size Adjustment: Increased label size to prevent ellipses(…) from appearing unnecessarily when zooming out.
- Field Movement Between Sections: Fixed issue where fields were not removed from the original section when moved to another section in CRM.
- Chart Widget Aggregation: Fixed issue where new chart widgets saved aggregation without the required additional info.
- List Chart Formatting: Fixed missing comma formatting in list chart type in Analytics.
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.
