Introduction
This release delivers a powerful mix of new automation capabilities, quality-of-life improvements, and targeted fixes across the platform. From enhanced workflow automation to smoother mobile navigation and plugin enhancements, the update focuses on boosting efficiency, reliability, and user experience across key areas.
Power-Up Release
- Automated Workflow – Users can create automations for opportunities to streamline their processes and reduce manual work.
Auto-Upgrade
- Reports – Exported Contact Address should match the formatting shown in the contact modal.
- Log Events – Should display “Email Logged by…” and subject in a single line with ellipsis at the end.
- Outlook Plugin
- Respect Task Privacy from Task Settings.
- Should display formula fields and probability fields in all sections of the plugin.
- Vista – Match incoming Projects to Active Won Opportunities.
- Building Connected – Create a job to sync opportunity stages.
Fix-It Release
- Archived Opportunities– Should display previous stage of archived opportunity in the Active Stage column.
- Team Members – Sort by updated at won't work as expected.
- Formula Fields – Should keep focus on edited field when formula field updates.
- Log Events – Should update task list after creating a follow-up task through manual log in contact or company modal.
- Categories – Error when trying to add many contacts/companies to a category without any relations.
- Mobile:
- Should not break mobile navigation when scrolling large contact lists.
- Should display contact fields when opening a contact from global search.
- Access opportunity via "Opportunities" in home.
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.
