Introduction
This release focuses on consistency, clarity, and smoother workflows across the platform. You’ll notice improvements in data formatting, better visibility for task associations, and enhanced integrations. On top of that, we’ve rolled out multiple fixes and refinements in mobile, opportunities, and formula fields — making your overall experience faster, cleaner, and more reliable wherever you work.
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- Tasks: Improved visibility of association tags.
- General: Removed “US$” prefix and applied consistent “$” format across the platform.
- BuildingConnected: Added BidAmount to finance mappable fields.
Fix-It Release
- Contact Role Tooltip: Fixed tooltip display for the Contact Role dropdown in Contacts & Companies.
- Notifications: Prevented duplicate notifications when selecting owners slowly.
- Opportunities: Fixed random opportunities appearing after moving one to a new stage.
- Contacts: Removed duplicated company website field in the Company modal.
- Outlook Plugin: Hidden formula fields, win probability, project probability, and weighted value.
- Formula Fields:
- Can now duplicate opportunities, projects, contacts, and companies with formula fields.
- Can now edit formulas directly from active formula fields in Contacts & Companies overview settings.
- Automatically remove fields from formulas when their type changes to something other than “any number” or “percentage”.
- Now display the monetary symbol in reports when a formula field value is a money type.
- Automatically update opportunity project value when a PVM formula field is updated.
- Can now set a financial formula field as the PVM of an opportunity or project.
- Mobile:
- General bug fixes and improvements in the Filter.
- Ability to filter opportunities by financial section fields.
- Display option modal to add existing or new contact/company instead of opening the creation modal directly.
- Formula field values now update in custom sections without needing a refresh
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.
