Introduction
This release introduces Roles in List View, surfacing contact, company, and workforce roles directly as columns in the Opportunity and Project list views, alongside reliability improvements across Opportunities, Enterprise Workflows, and the Procore integration, plus additional fixes to Projects, Contacts & Companies, Workforce, Saved Views, and Reports. Most of the fixes address rendering, syncing, and data-cleanup issues you may have run into in day-to-day use.
Power-Up Release
- Roles in List View — The Opportunity and Project list views now show the contact, company, and workforce roles tied to each record as dedicated columns, pulled straight from that record's Contacts and Workforce tabs. Assign or update a role inline using the same Add Contact, Add Company, and Add Member flows you already use, without opening the record.
Fix-It Release
- Opportunities
- Deal Probability forecasts no longer fail when an opportunity's stage is missing.
- Selecting a contact in the Opportunities Contacts filter no longer triggers repeated background requests.
- Enterprise Workflows
- Stage guardrails combined with filter rules no longer block the fill-in modal from opening.
- The Bid Date field no longer gets cleared when it syncs with the Due Date field.
- Guardrails and field requirements left behind by deactivated or deleted workflows are now cleaned up automatically, so they no longer interfere with active records.
- Projects
- Formula field columns in the Projects list view now render correctly instead of appearing empty.
- Contacts & Companies
- Typing in Contacts and Companies fields no longer drops or reverts characters while you type.
- Workforce
- The Project Role selector in the add-team-member modal now ranks matching members instead of hiding everyone else from the list.
- Procore Integration
- Procore workforce sync now uses your existing "Project Team" instead of creating a duplicate "Procore Team."
- Projects linked through integrations no longer get matched to projects that have been deleted.
- Saved Views
- Saved views now apply a sensible default sort order out of the box.
- Reports
- The "Show totals" option is now disabled for CSV exports, since totals aren't supported in that format.
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.
