Introduction
This release focuses on improving reliability, usability, and data consistency across key areas of the system. It delivers important enhancements to opportunities, contacts, companies, team planning, and workflow behavior, ensuring smoother operations and more accurate information across the platform. The updates aim to reduce user friction, strengthen system integrity, and provide a more predictable and intuitive experience for daily use.
Feature Drop
- Reports – Should display grouping options by Contact Role and Company Role when the source is Opportunity.
- Formula Fields – Should be able to aggregate Analytics charts using formula fields.
Auto-Upgrade
- Reports – Exported Contact Address should match the formatting shown in the contact modal.
- Filters – Filtering should respect the relationship within the same category, ensuring filters with related fields interact correctly instead of being treated independently.
- Opportunities – Should generate Activity Logs when updating roles or dates for team members.
Fix-It Release
- Dromo – Should not fail formula fields when importing data through Dromo.
- Procore – Should ignore contact creation when the contact is an internal employee.
- Contacts & Companies –
- Should be able to sort existing companies in the company section of the contact modal.
- Should be able to edit and delete notes inside the contact and company activity logs.
- Should validate existing email only when clicking Create Contact, not when closing the modal.
- Reports:
- Should not display empty columns when scrolling horizontally in the reports preview.
- Should display only Created By, Type, and Entity Name as group-by options when the source is Note.
- Formula Fields:
- Should display the monetary symbol in chart list view when a formula evaluates to a money value.
- Forecast:
- Should fix horizontal scroll behavior in the forecast table.
- Should display correct value in Forecast Weighted Value field.
- Mobile:
- Should reload Contacts List View after updating a contact.
- Should display only existing activity log items in the mobile contact view.
- Should display the Address field inside the experience content modal.
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.
