Introduction
This release delivers a robust set of new features, usability enhancements, and targeted fixes across the platform. From improvements in Integrations to more flexible Formula Fields and enhanced List View customization, this update focuses on increasing efficiency, consistency, and overall user experience across key modules.
Feature Drop
- Integrations – Added a category dropdown for creating finance custom fields inside the Field Mapping tab.
- Formula Fields – Users can now select fields from other sections when creating a formula field, offering greater flexibility.
- Separate List View – Implemented the List View Settings modal, including User Panel Options, allowing users to customize which fields appear in CRM list views (Opportunities, Contacts, Companies).
Auto-Upgrade
- Vista – Modules can now be accessed globally for improved navigation.
- Opportunities – Updated the Update Opportunity modal with UI improvements and added labels to header fields.
Fix-It Release
- Archived Opportunities– Should display previous stage of archived opportunity in the Active Stage column.
- Integrations – Corrected the lists displayed in the Building Connected stage configuration.
- Building Connected – Fixed users receiving emails with 2-way enabled unintentionally.
- Settings:
- Finance row order and categories are now saved correctly.
- The project probability field name can now be updated correctly.
- Contacts & Companies (C&C):
- File Info modal now opens when dragging and dropping files into a contact or company.
- Prevented blank modal or table refresh when opening a contact from the Contacts List View.
- Fixed search when adding opportunities within a contact or company.
- Workflow:
- Paragraph fields now display as required after inserting and deleting text.
- Project Roles created through Workflow now load correctly in Team Members.
- Prevented multiple error toasts when pressing Enter after typing the workflow title.
- Added a clear error message when Conditional Field Options is empty.
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.
