Introduction
This release focuses on delivering a more stable, intuitive, and efficient experience across the platform. From smoother Analytics performance and smarter notification handling to improved data consistency, editing flexibility, and mobile stability, every enhancement was designed to streamline daily workflows and reduce friction for users. In this update, deleting widgets is now faster and non-disruptive, completed tasks no longer trigger unnecessary reminders, and several refinements have been made across Reports, Contacts, Mobile and Outlook Plugin to ensure reliability and precision in every interaction.
Auto-Upgrade
- Analytics Widget Deletion: Deleting a widget no longer refreshes the entire board, ensuring faster and smoother user interaction.
- Task Reminder Notifications: The system will no longer generate reminder notifications for tasks that have already been completed.
Fix-It Release
- Notes Permissions: Users can no longer edit or delete notes created by other users.
- Reports Reset: Fields are now properly reset when switching from an existing report to creating a new one.
- Header Toggle Update: The toggle now correctly updates to Project when changing the source type from Opportunity to Project in Analytics.
- Opportunity Template Fields: When adding a new field, Edit and Move Field options are now displayed as expected.
- Activity Log Notes: Notes created in the Contact or Company Activity Log can now be edited and deleted.
- Project Value Update: The Project Value field now correctly displays the updated value at the top when edited.
- Fixed Title Position: The title now remains fixed when scrolling through the Contact or Company Board List View.
- Duplicate Roles: Removed duplicate Project Role options with trailing spaces in the Team Planning Opportunity Section.
- Paragraph Field Cursor: Pressing Enter in a paragraph field now moves the cursor to the next line instead of returning to the beginning.
- Deal Owner Notifications: No longer generates notifications for Deal Owners when archiving or unarchiving their own opportunities.
- Outlook SSO Loading: Fixed an issue where the Outlook plugin got stuck in a loading state after SSO authentication.
- Opportunity Templates Loading: Fixed intermittent issue where Opportunity Field Templates in Settings sometimes failed to load.
- Mobile Tag Editing: Fixed an error that occurred when editing tags on mobile.
- Mobile Text Scaling: Prevented system text size changes from affecting the app layout 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.
