Introduction
This release delivers powerful new features, key enhancements, and essential fixes across InDesign, Mobile, Opportunities, and Analytics. With the introduction of Microsoft SSO support, improved reporting and notifications, and stronger data validation, users can now work with more security, visibility, and control.
The update also includes performance optimizations and bug fixes to ensure smoother workflows, improved stability, and a more reliable user experience across the platform.
Feature Drop
- Microsoft SSO in InDesign: Added Single Sign-On support in InDesign
- Microsoft SSO in Mobile: Users can now log in to the mobile app using Microsoft SSO.
- Notes in Opportunities List View: Added a Notes icon next to the opportunity name, showing how many notes are attached and allowing quick access.
Auto-Upgrade
- Notifications Reminders: Added new reminder options (1, 3, 5, and 7 days) before due dates.
- Reports Enhancements: Project Probability, Win Probability, and Weighted Value are now available in reports.
- Stage Validation: Improved validation to prevent creating duplicate stages with the same name (ignoring case) or with leading/trailing spaces.
- Weighted Value in Reports: Weighted Value now shows in the Opportunities Report allowed fields.
- Analytics Bold Titles: Project and opportunity titles are now bold in the widgets grid.
Fix-It Release
- Search Stability in InDesign: Fixed an issue where the search field in InDesign sometimes cleared the typed text.
- Opportunities Modal Scrolling: Fixed issue where scrolling inside the Paragraph modal also scrolled the background page and closed the modal.
- Notifications Empty State: Display an empty state message when no notifications exist.
- Notifications Task Clicks: Prevent multiple clicks on the same task notification.
- Notifications Read Status: Notifications are now marked as read when opened.
- Timeout in Field Moves: Fixed timeout error when moving a financial field to another section.
- Sorting: Companies and contacts in the opportunity list view now support DESC sorting.
- Clickable Columns in Analytics: Fixed issue where charts aggregated by quantity with one item did not display as clickable.
- Analytics 0% Win Rate: Fixed missing 0% label and tooltip cutoffs when win/rate was at 0%.
- First sync in Building Connect Integrations: Fixed issue where Building Connected integrations were not completing the first sync.
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.
