ProjectMark Application Enhancement

Introduction

This release introduces important improvements to usability, efficiency, and usefulness. This release includes UI improvements, new features such as role-based project assignments and customizable tag colors, and major bug fixes for filtering and permissions. Performance optimizations offer a smoother operation, particularly for opportunities with extensive contact lists.

New features:

  • Ability to resend initial invite link
  • Within opportunities and projects, there is a project-role dropdown field to specify the project role for contacts and team members.
  • Tag field colour: allows you to choose a colour for a tag

UI/UX Improvements:

  • Standardized styles for states, sizes, padding, and input fields (settings, filters, cards, text, dropdowns, checkboxes).
  • Enhanced visual consistency across the platform.

Performance Upgrades

  • Improve performance when an opportunity has a large number of contacts.

Bug Fixes

  • Error when sorting by columns using a filter 
  • Incorrect behavior when filtering by financial fields.
  • Corrected incorrect file association with projects. 
  • Improved permissions behavior.

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.

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