Introduction
This release delivers improvements to mobile activity tracking and includes multiple fixes to enhance data accuracy, performance, and overall reliability across the platform. Updates focus on smoother behavior when working with grouped opportunities, contacts, financial data, and list views, helping ensure a more consistent and predictable experience.
Auto-Upgrade
- Mobile – Activities in grouped opportunities are now displayed and tracked in the Activities tab, following the same pattern used across the platform for better consistency.
Fix-It Release
- Building Connected – Fixed an issue that could create duplicate companies when multiple opportunities referenced the same company at the same time. This is now prevented moving forward.
- Opportunities Grouping – Group values now update correctly when the PVM field is updated in a grouped opportunity.
- Potential Projects – Fixed an issue where missing bid information could cause errors.
- Separate List View – The change confirmation modal no longer appears when canceling changes and navigating away from List View Settings.
- Opportunities – Opportunity count is no longer reduced when changing stages in the Create Opportunity modal.
- Contacts & Companies
- Filtering contacts by employer no longer returns an error.
- Improved performance when loading the Contact board.
- Financial
- Financial section fields are now available when creating formula fields in the financial section.
- PVM now updates correctly when financial field values change.
- Mobile
- Overview fields are no longer shown incorrectly when adding fields to a newly created category in Contacts or Companies.
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.
