Check out what's new in this month:
January - 4th Week
January - 4th Week
New Feature
New Feature
Toggle for Company Admins to see all Leads/Transactions in their Pipeline vs Their Own.
Date: Jan 30, 2026
This enhancement allows Company Admins to track all company transactions directly from the Company Admin pipeline, as well as switch to view only their own transactions when required.
Behavior:
When the Company Pipeline toggle is active, the system displays all leads/transactions associated with the company.
When the Company Pipeline toggle is inactive, the system displays only the logged-in user’s leads/transactions.
Implementation Details:
The toggle is visible only to Company Admins.
The toggle state controls the dataset fetched from the pipeline:
Active: Company-level transactions
Inactive: User-level transactions
Data refreshes immediately when the toggle state is changed.
Access control is enforced to ensure users can view only authorized data.
Benefits to Users:
Enables Company Admins to monitor overall company performance from a single pipeline view.
Allows quick switching between company-wide and personal transaction views.
Improves visibility and decision-making without navigating between multiple screens.
Ensures data security and role-based access.
How to access:
Login as Mortgage User → Pipeline
Update: Wait Action – Set a Specific Date & Time
Date: Jan 30, 2026
This enhancement updates the Wait Action in Automation to allow users to set a specific date and time, instead of waiting for a relative duration. This enables more precise scheduling and time-based automation execution.
Implementation Details:
Added a new option in the Wait Action to select a specific date and time.
Users can configure the exact datetime at which the automation should resume.
Input validation ensures:
A valid date and time are selected
Past dates cannot be selected
Automation execution pauses until the configured datetime is reached, then continues with the next action.
Existing relative wait configurations remain unchanged and fully supported.
Benefits to Users:
Enables precise, time-based automation workflows.
Ideal for scenarios such as:
Scheduled follow-ups
Event-based notifications
Deadline-driven actions
Reduces manual intervention by automating actions at an exact time.
Improves flexibility and control over automation timing.
How to access:
How to access : Login → Marketing → Automation
Improvements & Bug Fixes
Improvements & Bug Fixes
Minor Improvements & Fixes
Date: Jan 30, 2025
Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.
What's Fixed?
Automation Stats – Active Users Only
Fix:
The Automation Stats user list now displays only active users. This update fixes a script-level issue that previously included inactive users, ensuring more accurate and reliable statistics.
Unable to Create Attachments in Training Platform
Fix:
Fixed a file path validation issue that was preventing users from creating attachments in the Training Platform. Users can now successfully upload and attach files.Automation – End Condition Validation
Fix:
Added validation for End Conditions in Automation. A popup toast message is now displayed when a user attempts to save without entering any values in the input fields.Company Automation permission
Fix:
Fixed an issue where company-level automations were not triggered for Company Admins. Company automations now execute correctly at the Company Admin level.Global Template Deletion
Fix:
Fixed a script-level issue that caused an exception when deleting a global template. Global templates can now be deleted successfully without errors.Show Same Counts in the My Teams Page as Same as in Production Tracker
Fix:
Updated the My Teams page to display the same counts as shown in the Production Tracker, ensuring consistent and accurate data across both views.
Qualify Button Not Working
Fix:
Fixed an issue where the Qualify button was not working. The button now functions correctly as expected.
January - 2nd & 3rd Week
January - 2nd & 3rd Week
New Feature
New Feature
KPI Page Revamp: Smarter Header and Cleaner Table View
Date: Jan 23, 2026
A Monthly KPI Tracker serves as a powerful tool for monitoring and evaluating performance against predefined metrics and goals within a specific time frame. By setting clear targets and comparing them with actual performance, businesses can gain actionable insights and make informed, data-driven decisions.
Implementation Details:
KPI Measurement (Gauge View):
The KPI page measures performance using gauge charts, displaying Pipeline, Volume, and Value metrics. These values are calculated based on data from the Production Tracker.
Pipeline
Tracks leads versus transaction goals by comparing the total lead amount with the transaction goal amount.Volume
Monitors transactions versus transaction goals by comparing the total sales amount with the sales goal amount.Unit
Tracks transactions versus transaction goals by comparing the total number of sales with the required transaction goal.
Donut Chart Metrics:
Pre-Process
New Contacts
Initial Contacts
New Leads
In-Process
Appointment Set
Appointment Conducted
Pulled Credit
Post-Process
New Referrals
New Partners
KPI Activity Grid (Trend Indicators):
The KPI Activity Grid includes trend indicators to visualize performance changes:
Up Arrow (↑): Current month’s goal is higher than last month’s goal
Down Arrow (↓): Current month’s goal is lower than last month’s goal
Neutral Arrow (➔): Both months’ goals are the same
Benefits to Users:
Provides a clear, month-over-month view of performance
Helps identify growth opportunities and potential gaps
Enables data-driven decision-making
Improves goal tracking and accountability
How to access:
Login → KPI
Enhancement: Contact Selector in Tasks Modal & Contacts Column in Follow-Ups
Date: Jan 23, 2026
The Tasks modal now includes a Contact Selector, allowing users to assign or associate contacts when creating tasks. The Follow-Ups page has also been updated to include a Contacts column for tasks, providing a quick view of all associated contacts.
Implementation Details:
Tasks Modal
Added a Contact Selector dropdown that lists all relevant contacts for the user/company.
Users can search and select one or multiple contacts while creating or editing a task.
The selected contacts are linked to the task and displayed in task details.
Follow-Ups Page
Added a Contacts column in the Tasks table.
Displays all contacts associated with each task.
Supports sorting and searching to quickly locate tasks linked to specific contacts.
Benefits to Users:
Quickly assign or link contacts when creating tasks.
Easily see which contacts are associated with each task on the Follow-Ups page.
Improved task management and tracking across the platform.
Enhanced user experience and data visibility.
How to access:
Login → Quick action → Task
Enhancement: Add Submitted, Canceled Date, and Canceled Reason to Transactions
Date: Jan 23, 2026
The Transactions module has been updated to include additional date tracking fields:
Submitted Date – Tracks when a transaction is submitted.
Canceled Date – Records when a transaction is canceled.
Canceled Reason – Captures the reason for cancellation.
These fields provide better visibility into transaction status and lifecycle events.
Implementation Details:
Submitted Date
Automatically populated when a transaction changes status to “Submitted”.
Stored at the backend for reporting and analytics.
Canceled Date & Canceled Reason
Populated when a transaction is canceled.
Cancel reason is selected from a predefined list to standardize reporting.
UI Updates
Fields are visible in the Transactions page and linked to reporting dashboards.
Integrated into relevant automation and notification logic where applicable.
Benefits to Users:
Provides clear tracking of transaction submission and cancellation events.
Improves reporting accuracy and auditability.
Helps users quickly identify canceled transactions and reasons.
Enhances overall transaction lifecycle visibility for better decision-making.
How to access:
Login → Quick action → Transaction
Improvements & Bug Fixes
Improvements & Bug Fixes
Minor Improvements & Fixes
Date: Jan 09, 2025
Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.
What's Improved?
UX Enhancements for Milestones Completed via Automation & Follow-Up Screen Cleanup
Implementation Details:This update improves the user experience for tracking Milestones Completed through Automation. Users can now easily see progress without navigating multiple screens. Additionally, the “Target Rate” field has been removed from the Follow-up screen, simplifying the interface and focusing attention on the most relevant data. These changes make monitoring automation-driven milestones faster and more intuitive.
Benefits to Users:
Easier tracking of Milestones Completed through automated workflows
Cleaner Follow-up screen by removing the “Target Rate” field
Improved clarity and usability, reducing confusion for users
Streamlined experience for monitoring automation-driven progress
Change Date to "Funded date" in the relevant areas
Implementation Details:Updated field labeling from Date to “Funded Date” in applicable UI components.
Rename Pipeline Tabs for Mortgage
Implementation Details:Renamed Mortgage-specific Pipeline tabs to align with updated terminology.
What's Fixed?
Automation Action is deleting automatically in Preview , when deleting Triggered automation
Fix:Fixed a script issue where, when a trigger was deleted from a triggered automation, the remaining actions were still shown in the automation preview.
Transaction potential at "0" value accepting to add Lead
Fix:Added a validation message in the inline edit modal to guide users and prevent invalid or incomplete data from being saved.
Company level campaign count confirmation
Fix:Fixed an issue where the company users’ contact count was not fetched correctly when saving a company-level campaign on the Company Campaigns screen.
Emails with Same Subject Not Listed in Individual Contact Screen
Fix:Eliminated duplicate email entries generated for identical subject lines, preventing multiple instances from appearing on the Individual Contact screen.
Quick Add Tool: Emails to Tag List Not Processing
Fix:Corrected the contact resolution logic for the Quick Email send action to ensure contacts fetched via tag filters and Selling System criteria are properly included in the email payload.
Email Templates are showing for all users even though "off"
Fix:Resolved an issue to ensure that when an email template is active at the company level, it is available to company users, and when it is inactive, it is not displayed to company users.
Automation Preview/Edit : Added trigger is loaded
Fix:Resolved an issue in the Automation Preview under Follow-ups → History where triggers and actions were removed when the parent trigger was deleted by a Super Admin or Company Admin. We have now restricted the preview to hide only the deleted trigger, while correctly displaying the remaining actions in the triggered automation.
Transaction potential at "0" value accepting to add Lead
Fix:Added a validation message in the inline edit modal to guide users and prevent invalid or incomplete data from being saved.
Columns filter issues on "Individual contact" screen
Fix:Corrected a script issue to ensure columns are fetched correctly even when filters are applied on the Individual Contact screen.
Notification alert is not removing for deleted contacts
Fix:Updated the notification logic to exclude deleted contacts, ensuring alerts are generated only for active contact records.
January - 1st Week
January - 1st Week
New Feature
New Feature
Leave without Saving Feature on Profile
Date: Jan 09, 2026
This release introduces an Unsaved Changes warning mechanism in the Profile section to prevent accidental loss of user data when navigating away without saving updates.
Implementation Details:
The system now tracks modifications made to profile fields.
If a user attempts to navigate away from the Profile page after making changes without saving, a confirmation popup is triggered.
The popup displays the message:
“You have unsaved changes. Are you sure you want to leave this page?”Two action options are provided:
Stay – remains on the Profile page
Leave Anyway – discards changes and proceeds with navigation
No popup is shown when:
No changes are made
Changes are saved successfully before navigation
Benefits to Users:
Prevents accidental loss of unsaved profile changes
Improves data integrity and user confidence
Provides clear decision control before leaving the page
Enhances overall user experience and usability
Reduces rework caused by unintended navigation
How to access:
Login → Profile
Improvements & Bug Fixes
Improvements & Bug Fixes
Minor Improvements & Fixes
Date: Jan 09, 2025
Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.
What's Improved?
Tutorial Article Access for Quick Add Features & Pipeline Articles Update
Implementation Details:The tutorial article should be positioned as close as possible to the corresponding Quick Add option, ensuring users can easily access step-by-step guidance while completing the action.
Benefits to users:
Improve usability and onboarding for end users
Allow users to follow instructions without leaving the workflow
Reduce confusion and support requests
What's Fixed?
Apply button not working on Follow-Ups page
Fix:Resolved a script-level issue that was preventing the Apply button click event from being triggered on the Follow-Ups screen.
Bounce count is not updating in Automation stats
Fix:
Updated script level issue to fetch the count “Bounce” details for the automations.
Removing a contact from an Account isn't working
Fix:
Fixed the script-level issue that occurred when the “Account name” was removed through inline editing on the Individual Contact screen.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support