Outlook Add-in Improvements, Advanced Sign-In Security Settings, Expanded Automatizer Capabilities, and other Various Improvements…

Track the add, update, and remove history of Product Line Items in a new View Changes window, with export to XLSX or CSV.

We’ve enhanced the deduplication logic during the data import process to support custom record types.

Previously the deduplication field list only displayed fields associated with the last selected form type/default record type whereas the system now displays fields from all compatible form types in the deduplication field list. This ensures that users can select unique fields defined in custom record types (e.g., a specific field in a “custom” account type) for deduplication, even if that record type isn’t the default.

Previously, long task lists would extend until they hit the bottom of the screen/calendar, cutting off access to tasks further down the list. We’ve changed this so the task list container now supports inner scrolling. The scrollbar appears when the number of records exceeds 11.

A new button labeled “Add all” has been added to the dialog footer or header area in “Add Existing” modal windows when adding records, for example, when adding products to a price list or adding contacts to an Org Chart or adding lookup records.

Clicking the “Add all” button selects all visible records in the current view/search result. If the user attempts to add more than 100 records, a confirmation dialog appears: “You are about to add [X] records. Do you want to continue?“

When switching between Quote forms that have different default sections/names, existing products in the Products & Services section are preserved and moved to the top of the new form type structure and all default sections defined for the new form type are appended at the bottom. This refresh logic applies when creating a new quote from scratch or when a new related quote is created from an Opportunity (where Products & Services is initially empty).

We’ve added a new Automatizer action to un-archive (or Reactivate) Archived records. This works for Leads, Opportunities, Accounts, Contacts and Quotes. When reactivating Opportunities and Quotes, there’s an additional required date field which sets a new closing date upon reactivation.

When a Product Line Item is added to a Quote, the Update Related Record action can now target the Opportunity related to that Quote.

When using “Create Record” or “Update Record” actions, the personalization list (accessible via the variable/mapping button) for the Owner field now includes User Lookup fields that have “Primary Record Enabled“. These fields are sourced from:

This enables scenarios such as assigning a Task to a user defined in a custom “Executive” lookup field on a Contact.

Previously, when using Feeds, the active filter preset in Feeds tab on Record Detail (e.g., “Emails”, “Documents”) was global. Selecting it for one entity applied it to all others. Now, the selected active filter preset is remembered per entity, per user.

Example: A user can have “Emails” active for Opportunities and “Online Forms Responses” active for Contacts simultaneously without them overwriting each other.

We’ve added Record Sales Unit (added after the “Record Type” column) and User Email (added after the “User” column) to the fields included in the “Export Entity Changes” output in Admin › Security › Audit Log.

Custom Entity lifecycle, configuration, and form-management events are now tracked in the Audit Log, with the Form category renamed to Entity.

Admins can toggle off recurrence for Opportunity Closing Date and Task Due Date, hiding the Set Recurrence button on web and mobile while preserving existing data.

Enhancement of the folder deletion logic in Reports, Documents, and Email Templates to allow for bulk deletion of contents. We've added a cog wheel to every folder with Rename and Delete actions. When Delete is selected, the user will receive a warning message and can select whether to also delete all sub-folders and reports.

The option only applies to items where the user has Owner (Delete) rights. If the user lacks rights for any item, a warning message is displayed: "Unable to delete this folder. One or more items could not be deleted due to insufficient permissions. These items may be private and not visible to you." The system will prevent folder deletion if it contains at least one item that the user cannot delete.

This enhancement provides administrators with the ability to configure or to completely hide the system Gender field on Contact forms to meet specific organizational requirements.

To enable this, the Gender field is now listed in the Contact Form field list in the Admin Module › Entities › Contacts › Fields tab.

There is a new Visualization section to the Field settings for Gender with 2 toggles:

These settings are respected across the Mobile application.

We have modified the "Reply All" functionality to automatically exclude the current user's (sender's) email address from the recipient list. This ensures that a copy of the sent email does not appear in the user's own inbox as a direct recipient.

Expansion of the Automatizer capabilities to dynamically assign record access based on the owner of the record that triggered the process.

When using the Update Form action, you can choose "Triggered Record Owner" options for Editor/Watcher fields.

When using the Create Form action, you can choose "Triggered Record Owner" as a valid value source.

If the triggered record lacks an owner (e.g., a Lead), the action is skipped, and a log entry is created: " record owner is null, value cannot be used in form field ".

If the owner is the same as the watcher or editor — action is skipped. The owner has a higher priority.

Admins can drag and drop to set the order of documents attached to a Sales Step in Admin › Processes.

Email Sequences gain a Sequence Active Period with From and To dates, plus new Scheduled and Expired statuses that bound when actions run.

We've added full-text search capabilities within visual board views:

The search field functions similarly to the existing List view search. Full-text search is done within all fields visible on the opportunity card.

We have introduced a Sidebar on the left side of the Activity window (Tasks & Appointments) which displays related Lookup tabs and a Detail tab to return to the main form in order to simplify access to related data directly from the Activity window using a sidebar interface.

Administrative Settings:

Note that the sidebar is not rendered if no lookup relations are detected.

A Product Table mapping field can insert the Products & Services grid into emails and templates, with a column picker and optional section rows.

We've improved search precision by allowing users to find records regardless of accented characters (diacritics).

Expand/collapse arrows are standardized: tree structures point right when collapsed and down when expanded, while sections and cards point down when closed and up when open.

We've established functional parity between Leads and Opportunities by exposing Contact "Sales Roles" as an available field for selection in List Views and custom filters.

Admins can now select a new option "List Archived Records" option in Administration › Card Fields + Linked Items. This option is enabled by default. If turned OFF, archived records are excluded from:

This change affects Linked Item fields but not Lookups as they already support similar logic.

The error shown when accessing the Google Drive and OneDrive integrations is clarified and reworded as a warning.

We've worked on performance optimization for complex forms containing many fields or calculations which has resulted in nearly a second's improvement in rendering and improved overall responsiveness while typing and interacting with form fields.

We have refined the enrollment logic to ensure that records are scheduled to the closest available date/time slot to help ensure that sequence time settings are strictly respected during the creation of new scheduled records.

Aesthetic and usability improvements to the email management interface by updating the default sort order to "Newest -> Oldest". The user's sort selection is now saved to their User Settings.

We've also adjusted the color of the date/description text to improve readability and distinguish it from warning text.

This release unifies the behavior of Update Prices and Bulk update buttons. The "Update prices" button is now consistently visible across all price list dialogs and there is an added selection capability to the Create / Copy Pricelist dialog.

The Manage User Data modal now includes private records when deleting or reassigning a deactivated user's data, with renamed checkboxes and default-profile conflict resolution.

Users can now select a specific date and time when snoozing activities via a new Custom option added to the end of the snooze list in both Floating Reminders and the Notification Hub.

Selecting Custom opens a Date & Time Picker that allows users to specify a precise return time. Clicking the Set Reminder button applies the snooze time, closes the notification, and removes the activity from the hub.

As part of our continuous mobile experience improvements, we’ve updated the following features.

In the Mobile App, Leads now have Process Tabs: tabs per Lead process have been added, where each process has its own tab and records are divided by processes. Note that if only one Lead process exists, process tabs are not shown, and the default selection is the first process in order.