What&#x27;s new in AccountableCRM: March 2026

Improved Lead Visibility with "Last Contacted" Date

Date: April 03, 2026

A new “Last Contacted” field has been introduced for Leads, enabling users to track the most recent interaction with each lead. This enhancement improves visibility into lead engagement, helping teams prioritize follow-ups and manage relationships more effectively.

Implementation Details:

Add a new “Last Contacted” field in the Leads module
Auto-update the field based on interactions (activities like calls, emails, meetings, etc.)
Allow manual override if needed
Display the field in list view and lead details page

Benefits to Users:

Helps track recent engagement with leads
Improves follow-up prioritization
Provides better visibility into lead activity
Supports more informed sales decisions

How to Access:

Ability to set "Disposition Reason" when choosing "No Sale" from Leads Pipeline

Date: April 03, 2026

Allow users to provide a “Disposition Reason” when they mark a lead as “No Sale” directly from the Leads pipeline. When the stage is changed to “No Sale,” a pop-up should appear prompting the user to enter or select a reason.

Implementation Details:

Trigger a Disposition pop-up when the lead stage is changed to “No Sale” from the pipeline
Include:
- A text input field for entering a custom reason
Make the Disposition Reason mandatory before saving
Save the entered reason along with the lead record
Ensure this behavior is available only within the Leads pipeline (if required)
Display the saved reason in:
- Lead details view
- (Optional) Pipeline tooltip or summary view

Benefits to Users:

Captures valuable insights on why leads are lost
Helps improve sales strategies and decision-making
Ensures consistent tracking of “No Sale” outcomes
Reduces manual follow-up for missing information
Enhances reporting and analytics on lead conversions

How to Access:

Enhanced Contact Importer: Lead Stage & Disposition Reason

Date: April 03, 2026

Extend the Contact Importer to include “Lead Stage” and “Disposition Reason” fields, allowing users to assign a stage and specify a reason (if applicable) while importing contacts as leads.

Implementation Details:

Add “Lead Stage” and “Disposition Reason” fields to the import mapping screen
Allow users to map these fields from the import file (e.g., CSV, Excel)
Validate:
- “Lead Stage” values against existing pipeline stages
- “Disposition Reason” only when the stage is “No Sale”
Support both:
- Predefined disposition reasons (if applicable)
- Custom text input
Ensure proper error handling for invalid or missing values
Store imported values correctly in the lead records

Benefits to Users:

Saves time by setting lead stage during import
Enables better data consistency from the start
Improves reporting with structured “No Sale” reasons
Reduces manual updates after import
Streamlines onboarding of bulk lead data

How to Access:

Ability to Bulk Edit "Lead Stage" from the Leads Pipeline

Date: April 03, 2026

Users can now update the “Lead Stage” for multiple leads simultaneously directly from the Leads Pipeline. This enhancement streamlines workflow by eliminating the need to edit each lead individually, improving efficiency and saving time when managing large volumes of leads.

Implementation Details

Enable multi-select functionality in the Leads pipeline (checkboxes or selection tool)
Provide a bulk edit option for selected leads
Allow users to choose a new “Lead Stage” to apply to all selected leads
Confirm action before applying changes (optional confirmation modal)
Handle validations:
- Ensure valid stage transitions (if rules exist)
Update all selected records in a single action
Provide success/error feedback after the update

Benefits to Users

Saves time when managing multiple leads
Improves efficiency in pipeline updates
Reduces repetitive manual work
Ensures consistency across lead stages
Enhances overall productivity in lead management

How to Access:

NewFeature

Enhanced Custom Fields: Dropdown Options

Date: April 03, 2026

Dropdown options have been introduced for custom fields, allowing users to select from predefined values instead of entering free text. This enhancement improves data consistency, reduces manual entry errors, and ensures more standardized information across the system.

Implementation Details

Add support for dropdown-type custom fields
Allow admins to define and manage dropdown options
Ensure values are stored consistently across records
Support validation to restrict inputs to predefined options

Benefits to Users

Improves data consistency and accuracy
Reduces manual entry errors
Simplifies data selection
Enhances reporting and filtering capabilities

How to Access:

Enhanced Contact Details with Dropdown Custom Fields

Date: April 03, 2026

Dropdown-based custom fields are now enabled on the Contact Detail page, allowing users to easily view and update information using predefined values. This enhancement improves usability, ensures data consistency, and streamlines the process of managing contact details.

Implementation Details

Display dropdown fields in the Contact Detail UI
Allow users to select/update values from predefined options
Ensure seamless integration with existing custom field structure

Benefits to Users

Easier data entry and updates
Consistent field values across contacts
Improved user experience

How to Access:

Improved Advanced Filters with Dropdown Custom Fields

Date: April 03, 2026

Dropdown-based custom fields have been extended to Advanced Filters, enabling users to apply more precise and consistent filtering using predefined values. This enhancement improves search accuracy, streamlines data segmentation, and enhances overall usability when working with filtered datasets.

Implementation Details

Include dropdown custom fields in Advanced Filter options
Allow users to filter records based on selected dropdown values
Ensure compatibility with existing filtering logic

Benefits to Users

More accurate and structured filtering
Faster data retrieval
Improved usability in complex searches

How to Access:

Custom Field Dropdown Support for Individual and Bulk Import

Date: April 03, 2026

Import functionality has been enhanced to support dropdown-based custom fields in both individual and bulk uploads, enabling better data validation and standardized inputs.

Implementation Details

Enable mapping of dropdown fields during import
Validate imported values against predefined dropdown options
Handle invalid values with error reporting
Ensure proper storage of selected values

Benefits to Users

Maintains data consistency during import
Reduces manual corrections post-import
Streamlines bulk data onboarding
Improves overall data quality

How to Access:

Improvements & Bug Fixes

Date: April 03, 2026

Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.

What's Fixed?

Import Completion UI Enhancement
Fix:
We have updated the company-level Import Completion UI to align with the individual-level implementation, ensuring a consistent and unified user experience across both modules. This enhancement improves visual consistency, simplifies navigation, and provides clearer visibility into import status and results, enabling users to manage data imports more efficiently.
Quarter Start Date Editing Issues
Fix:
An issue affecting the ability to edit the Quarter Start Date has been successfully resolved. The fix was implemented through a code-level script update, ensuring accurate functionality and a smoother user experience when modifying quarter configurations.
Automation Toggle Issue – Resolved
Fix:
An issue where company administrators were unable to turn off automation following a permission master reset has been successfully resolved. The fix was implemented at the code level, restoring full control over automation settings and ensuring proper permission handling.
Mortgage Pipeline Default Filters
Fix:
An issue related to the default filters in the Mortgage Pipeline has been successfully resolved. The fix was implemented through a code-level script update, ensuring accurate filter behavior and a more consistent user experience when accessing pipeline data.

March - 4th Week

New Feature

Enhancements to Lead Pipeline Date Tracking and Contact Import Timestamp Visibility

Date: March 27, 2026

This enhancement introduces improved date tracking and data transparency across lead management and contact import processes. A new "Date added" field has been added to Leads, allowing users to accurately capture when a lead enters the mortgage pipeline. Additionally, an "Lead created date" is now available on all Contact Import screens, preserving the original creation date and time from external systems. Together, these updates provide better visibility into lead progression and ensure more reliable, traceable data during imports.

Implementation Details:

Introduced a "Date added" field for Leads to accurately capture and track the initiation date of the mortgage process.
Added "Lead created date" across all Contact Import screens to record the original creation date and time from external systems during data import.

Benefits to Users:

Provides better visibility into the lifecycle of mortgage leads, enabling more accurate tracking and reporting.
Ensures transparency of data origin by preserving external creation timestamps, improving data integrity and auditability.
Enhances decision-making with more reliable timelines and historical context for both leads and imported contacts.

How to Access:

Improved KPI Calculation for Active Pipeline & Potential

Date: March 27, 2026

Enhancements have been made to the Active Pipeline KPI and Pipeline Widget to provide more accurate visibility into loan volume and potential opportunities. A new "Total Active Volume" metric has been introduced to reflect the sum of loan amounts across key in-progress stages, while updates to the Pipeline Widget improve how potential pipeline value and goals are calculated and displayed.

Implementation Details:

Total Active Volume
- Displays the sum of loan amounts for loans in Processing, Underwriting, Approved, and Closing stages.
- Includes only loans with a non-empty submitted date.
- Ignore all date filters to ensure a consistent view of active pipeline volume.
- Positioned on the right side of the Active Pipeline card header.
Pipeline Widget Updates
- Pipeline Value (Actual)
  - Calculates total loan amount for borrowers in Prequalified or Pre-Approved (TBD) stages.
  - Includes only loans with status "Application Started" or "Application Submitted".
  - Excludes raw leads, active loans, funded, withdrawn, and denied records.
- Pipeline Goal
  - Derived from the user’s monthly sales goal.
  - Remains constant and is not impacted by date filters.

Benefits to Users:

Provides a clearer and more accurate view of active loan volume and pipeline potential.
Ensures consistency by excluding date filter dependencies for key KPIs.
Helps users better track progress against monthly goals with improved visibility.
Reduces confusion through refined definitions and contextual help within the UI.
Enables more informed decision-making with reliable and well-defined pipeline metrics.

How to Access:

Enhanced Pipeline Management with Hide/Unhide Leads

Date: March 27, 2026

A new Hide/Unhide functionality has been introduced in the Leads Pipeline, allowing users to control the visibility of specific leads within the pipeline view. This enhancement helps users better manage their workspace by focusing only on relevant leads.

Implementation Details:

Added Hide and Unhide options for leads within the Leads Pipeline.
Hidden leads are excluded from the default pipeline view but can be restored when needed.
The visibility state is maintained per lead to ensure consistency across sessions.
Designed to seamlessly integrate with existing pipeline filters and workflows.

Benefits to Users:

Improves pipeline clarity by allowing users to remove irrelevant or low-priority leads from view.
Enhances productivity by enabling better focus on active and important leads.
Provides flexibility to restore hidden leads at any time without data loss.
Creates a more organized and customizable pipeline management experience.

How to Access:

Improvements & Bug Fixes

Date: March 27, 2026

Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.

What's Improved?

Introduce "Lead source" in Advance filter : Individual and Company level
Improved:
A new "Lead Source" field has been introduced in the Advanced Filter at both Individual and Company levels. This enhancement allows users to filter records based on the origin of leads, enabling more precise segmentation and improved data analysis. With this addition, users can easily identify and target leads from specific sources, resulting in better tracking, reporting, and decision-making.

Integration Improvement

What's Improved?

New Field Addition: Funded Date in Partner Tab Field View
Improved:
A new "Funded Date" field has been added to the Partner Tab Field View, providing users with visibility into when a loan or deal has been successfully funded. This enhancement improves tracking and reporting capabilities within the partner workflow.

Implementation Details:
- Introduced the "Funded Date" field in the Partner Tab Field View.
- Displays the date on which the loan or transaction reached the funded stage.
- Integrated the field into existing field configurations and views within the Partner tab.
- Ensures consistency with other modules where funding-related data is displayed.
Benefits To Users:
- Enables better tracking of completed deals and funding timelines.
- Improves reporting accuracy with access to key funding information.
- Provides partners with clearer visibility into deal progress and completion.
- Supports more informed business decisions with enhanced data insights.

What's Fixed?

Make the unsubscribe text the same font size as the compliance text
Fix:
Updated unsubscribe text font size to 12px to match compliance text, ensuring consistent formatting across email templates.
Inactive templates falls in Send email action
Fix:
The issue has now been resolved by updating the script logic to filter and retrieve only active templates. As a result, users will now see a cleaner and more accurate list of templates, ensuring better usability and preventing unintended errors during email composition.
Automation Action Issue – Actions Are Read-Only During Edit
Fix:
An issue was identified in the Automation Action module where actions appeared as read-only during edit mode, preventing users from making necessary modifications. This behavior was unintended and impacted the ability to update existing automation configurations. The issue has now been resolved, allowing actions to be fully editable during edit mode, thereby restoring expected functionality and improving user experience.
Average Values Now Displayed with Proper Number Formatting
Fix:
An issue was identified where the "average" values were displayed without proper comma formatting, making large numbers difficult to read. This has now been resolved by applying standard number formatting to include commas, improving readability and ensuring consistency across the application.
Contact list : Import option is missing in Creation method
Fix:
An issue was identified in the Contact List module where the Import option was missing under the Creation Method. The issue has now been resolved, and the Import option is available again, allowing users to seamlessly upload and manage contacts during list creation.
Move Date Filter into Prospecting, Marketing, Vision Board, and Activities Tabs
Fix:
The Date Filter has been repositioned and is now available within the Prospecting, Marketing, Vision Board, and Activities tabs. This enhancement improves accessibility by allowing users to easily filter records by date directly within these sections, resulting in a more streamlined workflow and better data navigation.

March - 3rd Week

New Feature

New Date Range Functionality for Pipeline & KPI Pages

Date: March 20, 2026

Introduced a Date Range filter in the Pipeline to help users easily view and analyze data based on specific time periods. The filter includes predefined options such as This Week, This Month, This Quarter, and This Year, along with a Custom Range option for more flexibility. This enhancement improves data visibility and allows users to quickly focus on relevant pipeline activities without manual date selection.

Implementation Details:

Introduced a Date Range filter in the Pipeline with the following options:
- This Week
- This Month
- This Quarter
- This Year
- Custom Range
Users can quickly filter pipeline data based on predefined time ranges or select a custom date range as needed.
The filter is accessible directly within the Pipeline view for quick and efficient data analysis.

Benefits to Users:

Provides better control over email communications at the company level.
Helps prevent unintended or unauthorized email sending.
Useful for compliance, testing, or temporary suspension of email functionality.
Improves system governance by centralizing email control.

Pipeline Enhancements: Excluding Older Loans from View & Metrics

Date: March 20, 2026

Introduced the ability to hide older loans in the Pipeline, allowing users to maintain a cleaner and more focused view of active data. Hidden loans are excluded from both the Pipeline display and all reporting calculations, ensuring that metrics and totals reflect only relevant and active records. This enhancement improves data clarity, accuracy, and overall usability.

Implementation Details:

Introduced the ability to hide older loans in the Pipeline view for better data management.
Hidden loans will no longer appear in the active Pipeline view.
Updated Pipeline and Reporting calculations to automatically exclude hidden loans from all metrics and totals.
Ensures consistency between what users see in the Pipeline and the reported data.

Benefits to Users:

Provides a cleaner and more focused Pipeline view by removing outdated loans.
Improves accuracy of reports by excluding irrelevant data from calculations.
Enhances performance tracking by focusing only on active and relevant loans.
Reduces clutter and improves overall user experience.

Improvements & Bug Fixes

Date: March 20, 2026

Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.

What's Improved?

Update Leads "transaction potential" field to be clickable/editable right from the pipeline view
Improved:
The "Transaction Potential" field is now clickable and editable directly from the Pipeline view, allowing users to quickly update values without navigating away.
Filter Enhancement: Ability to Remove Row 1 Condition
Improved:
Introduced the ability to remove the filter condition in Row 1, giving users greater flexibility to manage and adjust filter criteria.

Integration Improvement

What's Improved?

Enhanced Integration: Mapping Support for Account Fields
Introduced the ability to map values to the Account field, enabling accurate association of contacts and records with their respective accounts during import and data processing.
Implementation Details:
- Added support for mapping the Account field during data import.
- Available for both Individual and Company-level contact imports.
- Ensures that imported records are correctly linked to the corresponding account based on the mapped value.
- Works seamlessly with existing field mapping configurations.
Benefits To Users:
- Improves data accuracy by ensuring correct account associations.
- Reduces manual effort in linking contacts to accounts after import.
- Enhances data organization and reporting.
- Provides a more efficient and streamlined import process.
Better Data Sync: Partner Tab Now Mapped through LOS
Introduced the ability to map the "Partner" tab in the Pipeline through the LOS (Loan Origination System), ensuring that partner information is accurately reflected in pipeline records.
Implementation Details:
- Integrated Partner Tab from the LOS into the Pipeline.
- Automatically populates the Partner field based on data received from the LOS.
- Ensures consistency of partner information across systems.
- Supports existing integration and mapping configurations without additional setup.
Benefits To Users:
- Eliminates manual entry of partner information.
- Improves data accuracy and consistency across systems.
- Enhances visibility of partner-related data within the Pipeline.
- Streamlines workflow by leveraging LOS data directly.

What's Fixed?

Removed Mortgage Application Link for Non-Mortgage Users
Fix:
Removed the Mortgage Application link from non-mortgage user platforms, as it was not relevant to their access and usage.
Select all in Contact list screen
Fix:
Corrected a "Select All" option in the Contact List screen to enable quick selection of all contacts for bulk actions.
When clicking on contact edit box
Fix:
Updated the contact edit fields to ensure text is properly wrapped and aligned within input fields when editing, improving readability and user experience.
The "custom fields" is closed when visiting the contact
Fix:
The Custom Fields section is now collapsed by default when visiting a contact, providing a cleaner and more organized view.

March - 2nd Week

New Feature

Company-Level Administrative Control for Email Permissions

Date: March 13, 2026

Introduced a configurable company-level setting that enables administrators to globally control email functionality. When disabled, all email actions across the system are restricted.

Implementation Details:

Introduced a company-level toggle to enable or disable the Send Email functionality.
When disabled, users will not be able to access or trigger email actions across the system.
The toggle is configurable from the company settings, allowing administrators to control email usage globally.
Ensures consistent behaviour across all modules where email actions are available.

Benefits to Users:

Provides better control over email communications at the company level.
Helps prevent unintended or unauthorised email sending.
Useful for compliance, testing, or temporary suspension of email functionality.
Improves system governance by centralising email control.

How to access:

Improvements & Bug Fixes

Date: March 13, 2026

Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.

What's Improved?

Enhancement: Account Field Mapper Added to Company level Contact Import
Improved:
- The Account Name field has been introduced in the company-level import.
- This enhancement allows the system to fetch and associate the imported contacts with the corresponding account name during the import process.
Enhancement: Account Field Mapper Added to Individual Contact Import
Improved:
- The Account field mapper has been implemented in the Individual Contact Import.
- This enhancement is now available for both Individual and Company-level contact imports, enabling accurate mapping and association of contacts with their respective accounts during the import process.

What's Fixed?

Leads Pipeline : Added “Source” and Removed “Touches” Across All CRMs
Fix:
- Leads Pipeline Update: Added the "Source" field to the Leads Pipeline for all CRMs.
- Removed the "Touches" field from the Leads Pipeline across all CRMs to streamline the view and improve usability.
Edit Support for Pipeline Transaction and Individual Contact Transactions
Fix:
Fixed a script-level issue affecting transaction editing. Transactions can now be edited successfully from both the Pipeline Transaction Contact and the Individual Contact’s Transaction views, and the functionality works as expected.
Removed “Add Transaction” Option from Pipeline View
Fix:
Removed the "Add Transaction" option from the Pipeline view to streamline the interface and prevent unintended actions.

March - 1st Week

New Feature

KPI Dashboard Upgrade – Loan Insights and Business Performance Segmentation

Date: March 06, 2026

Introduced New updates to the KPI page, including Loan Purpose Mix insights, enhanced Production Tracker capabilities, and dedicated B2B and B2C tabs for improved performance tracking.

Implementation Details:

Updated the KPI page as part of New enhancements to improve reporting and performance visibility.
Introduced Loan Purpose Mix, providing a clear view of the distribution of different loan purposes.
Enhanced the Production Tracker to better monitor loan performance and funded transactions.
Added B2B and B2C tabs to separate and analyze performance metrics based on business contact types.

Benefits to Users:

Provides better visibility into loan performance and business activity.
Enables easier analysis of loan purpose distribution.
Clearly separates B2B and B2C performance metrics for more accurate tracking.
Supports data-driven decision making for loan officers and teams.

How to access:

Suggestion Management: Create and Edit Suggestions

Date: March 06, 2026

Introduced “+Add Suggestions” option that allows users to create and manage custom suggestions directly from their profile.

Implementation Details:

Added a “+Add Suggestions” option in the user profile to enable users to create new custom suggestions.
Users can configure the following details while creating or editing a suggestion:
- Internal Days – Define the number of days for the suggestion to trigger internally.
- Execution Order – Set the sequence in which the suggestion will be executed.
- Contact Type – Specify whether the suggestion applies to B2B or B2C contacts.
- Selling System – Select the applicable selling system for the suggestion.
Users can also edit existing suggestions to update configuration details whenever required.

Benefits to Users:

Provides greater flexibility to create and customize suggestions based on business needs.
Helps users organize and prioritize suggestions using execution order.
Improves automation and workflow efficiency by defining internal timelines and applicable contact types.
Enables better alignment with different selling systems used within the platform.

How to access:

Smarter Email Search: Advanced Filters Now Available Across Company, Individual, and Global Email Lists

Date: March 06, 2026

Added Advanced Filter functionality to the Email List page across Company, Individual, and Global levels, allowing users to easily find and manage email templates using multiple filter criteria.

Implementation Details:

Added an Advanced Filter option to the Email List pages at Company, Individual, and Global levels.
Users can filter emails based on Name, Folder, Owner and Tags.
Supports multiple filter conditions to refine and narrow down search results.
Provides a consistent filtering experience across all email list levels.

Benefits to Users:

Quickly locate specific email templates across different email lists.
Simplifies management of large numbers of email templates.
Saves time and improves productivity with faster and more precise searches.

How to access:

Smarter Automation Management: Advanced Filters Now Available Across Company, Individual, and Global Automation Lists

Date: March 06, 2026

Added Advanced Filter functionality to the Automation List page across Company, Individual, and Global levels, enabling users to quickly find and manage automation workflows using multiple filter criteria.

Implementation Details:

Added an Advanced Filter option to the Automation List pages at Company, Individual, and Global levels.
Users can filter automations based on Name, Folder, and Owner.
Supports multiple filter conditions to refine and narrow down search results.
Provides a consistent filtering experience across all automation list levels.

Benefits to Users:

Quickly locate specific automation workflows across different automation lists.
Simplifies management of large numbers of automation workflows.
Saves time and improves efficiency when organizing and updating automation setups.

How to access:

Improvements & Bug Fixes

Date: March 06, 2026

Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.

What's Improved?

Send mail in Quick action : Contact count confirmation
Improved:
Introduced a contact count confirmation popup when users send an email from the Quick Action menu. The popup displays the number of contacts the email will be sent to before confirming the action. This helps users verify the recipient count before sending emails, reducing the risk of sending emails to unintended contacts.
Introduce the Canceled Reason in the Canceled Pipeline view
Improved:
- Added a Canceled Reason column to the Canceled Pipeline view. This allows Loan Officers to view the reason for cancellation directly within the pipeline without opening the transaction details.
- Provides better visibility into why transactions were canceled, enabling Loan Officers to quickly understand the context and manage their pipeline more efficiently.

Integration Improvement

What's Improved?

Introduced "Submitted Date", "Cancelled Date", and "Cancelled Reason" columns in Transaction Import and Field Mapping.
Implementation Details:
- Added Submitted Date, Cancelled Date, and Cancelled Reason fields to the Transaction Import file.
- Included these fields in the import mapping screen so users can map them while importing transactions.
- Ensured the imported values are stored and displayed correctly in the respective transaction records.
Benefits To Users:
- Allows users to import transaction details directly during the import process.
- Reduces manual updates after importing transactions.
- Improves tracking and visibility of transaction status and cancellation details.