Vision Board Duplication Error

Fix: Implemented logic with User ID handling in the background when duplicating records from the last week. Vision Board contacts can now be duplicated correctly from the last activity creation.

History Tab Navigation – After Refresh

Fix: Resolved an issue where company breadcrumbs did not redirect correctly when the company ID was not passed properly, particularly when multiple tabs were opened simultaneously.

Fix: Resolved an issue where the company ID was missing from the URL bar when navigating from Company Contacts to other tabs, causing the breadcrumb bar to not function correctly.

Fix: If the user selects the loan status as Funded, they must also select a funded date (mandatory). This requirement applies only when the loan status is Funded; otherwise, it will not be enforced.

Fix: Contact names with special characters are now supported across the overall application during imports, with the exception of ?, <, >, and /. This enhancement ensures smoother data handling while maintaining system security and data integrity.

Fix: Implemented edit functionality so that clicking anywhere on a row in the Pipeline view will correctly open the Edit Transaction modal popup. This improves usability by allowing users to quickly open and edit transactions with a single click, streamlining workflow and saving time.
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Fix: When a contact contains blank values in standard fields, the Is Empty and Is Not Empty filters can now be applied to include or exclude such records.

Fix: When a contact is added to the Promotor selling system, the Automation UI now correctly displays the message: “Contact is added to Selling System ‘Promotor’.” This ensures users have clear visibility of the exact selling system selected, reducing confusion and making it easier to track automation actions.

Fix: The edit transaction modal popup will now appear when clicking anywhere on a row in the Transaction Data Table and the Real Estate Data Table. This improves usability by allowing users to quickly open and edit transactions with a single click, streamlining workflow and saving time.

Fix: If a transaction is created from the CRM without a Title, it will not appear in the Pipeline contacts when the Title is set as “Borrower.” Therefore, we have made the Title field mandatory for mortgage users to ensure proper visibility and consistency.

Optimized Campaign & Email Statistics Update

Fix: We have optimized the query-based functionality responsible for updating campaign and email statistics. This enhancement ensures that the statistics are updated promptly and accurately after a campaign is sent-whether to individual contacts or in bulk.

Fix: Resolved a session timeout issue that was preventing Super Admin from impersonating other users. With this fix, Super Admin can now successfully impersonate Company Admins and Company Users without interruption.

Fix: Updated the Leads Pipeline view so that logged-in users can now view the complete pipeline contact details by clicking the contact avatar.

Fix: Updated the platform to display transaction and real estate amounts with comma separators for better readability (e.g., $1,000,000 instead of $100000) across the entire platform.

Fix: Resolved an issue where automations with the trigger "Transaction is created" and the action "Add one or more categories to contact" were not applied during bulk contact updates. Now, these automations run correctly when bulk updates are performed.

Email Signature Graphic

Fix: Based on the applied object styles, the email signature renders correctly on both mobile and desktop views.

Potential Issue with Activities Tab

Fix: When an activity (such as Email, Event, Face-to-Face, Phone Call, Text, Video Call, etc.) is added for an individual contact, it is successfully created and displayed on the Individual Contact screen as well as in the Scoreboard.

Fix: A Company Admin can assign their own contacts to Company Users within the same company using the Edit Contact modal popup.

Fix: Milestones are now properly visualized across all tabs on the Follow-up screen. This enhancement ensures that users have clear visibility of milestone-related activities regardless of their scheduled time.

Fix: Soft delete the Contacts and Campaigns, and mark the Email Templates and Automations as Inactive for the user. Activities, Follow-ups, Notes, and Transactions are all tied to active contacts, so they will no longer be fetched or displayed once the contact is soft deleted. Also, from the following day, no suggestions will be generated for these soft-deleted records, ensuring auditability.

Industry dropdown values are missing in company contact(s) filter

Fix: Resolved an issue where the Industry dropdown values were missing in the Company Contact filter. Now, both Super Admin and Company Admin users can successfully view and select options from the Industry dropdown.

Fix: When a standard field is selected, the appropriate smart filter conditions are now applied automatically in the filter options. This makes it easier for Company Admins to filter contacts based on selected criteria.