Introduction
This release introduces a new way to manage complex projects with Multi-Trade Projects, along with usability improvements and important fixes across the platform. Users will notice smoother workflows when working with Contacts, Companies, and Opportunities, improvements to Reports and the Outlook plugin, and several updates that enhance reliability on mobile.
Power-Up Release
- Multi-Trade Projects – You can now group multiple opportunities for different trades under a single master plan, making it easier to manage complex projects in one place.
Auto-Upgrade
- Contacts & Companies – After creating a contact or company, the modal now stays open, allowing you to continue working without interruption.
Fix-It Release
- Opportunity – Fixed an issue that caused glitches when expanding an opportunity modal opened through a task association.
- Reports – Report previews now correctly display values for columns of type “Any Number.”
- Log Events – Contacts without email addresses can now be found using the Log Events search.
- Datahub – Field values are now displayed when opening a career history entry in Team Members.
- Notifications – Fixed an issue where the wrong user name appeared when mentioning multiple users in notes.
- Outlook Plugin - Fixed truncated and condensed display issues for Contacts and Companies in the associations dropdown.
- Mobile
- Required field validation is now shown, and opportunities reload correctly after changing stages.
- Upcoming tasks and meetings are now displayed on the home screen.
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.
