Introduction
This release focuses on giving users greater control and consistency across modules. With enhanced task privacy settings, formula fields, and improved report organization, it brings both flexibility and clarity to daily workflows. You’ll also notice smoother integrations, smarter defaults, and a series of refinements that make managing contacts, opportunities, and reports more intuitive than ever.
Power-Up Release
- Task Privacy Settings: Introduced new privacy controls for tasks, allowing specific visibility rules to be configured and managed by users.
- Formula Fields: Added support for creating custom formula fields across all modules, enabling calculated values based on numeric, percentage, monetary, or date fields — available on both web and mobile.
Feature Drop
- Reports Grouping by Role: Improved report grouping to properly respect the relationship between team members and their roles.
- List View Expand/Collapse: Enhanced expand and collapse behavior in List View, keeping user preferences after refresh and renaming actions to “Collapse stage” and “Expand stage.”
Auto-Upgrade
- Procore Field Mapping: Added Project Number to field mapping options for smoother integration.
- BuildingConnected Conflict Resolution: Users can now select ProjectMark as the default solver for data conflicts.
- Opportunity Conversion Logs: Activity Logs now record which user converted an opportunity into a project for better tracking.
- Career Experience Update: Renamed Career Experience sections to Career History for consistency.
- Notes Counter Update: Notes counters in list view now count only main notes, excluding replies.
- Calendar Default View: The calendar now defaults to “My View”, showing only your own items upon opening.
Fix-It Release
- Contact Role Tooltip: Fixed tooltip display for the Contact Role dropdown in Contacts & Companies.
- Empty Logs on Contact Association: Resolved issue showing empty logs when assigning contact owners.
- Donut Chart Display: Fixed alignment of donut charts to remain centered in chart previews.
- Duplicate Opportunities: Prevented opportunities from appearing in both Active and Archived sections.
- File Upload Area: Users can now drop files anywhere inside the Contact/Company modal.
- Next Meeting Column Order: Ensured the Next Meeting column displays in the correct order in Contacts List View.
- Address Field Position: The Address field now appears in the correct position within the modal, based on settings.
- Reports Export: Fixed issue downloading opportunity reports grouped by Companies and Stages.
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.
