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

Date: May 29, 2026

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

What's Improved?

Pipeline Leads Section Enhancement for B2B & B2C Contact Management
- Added B2B and B2C view options in the Pipeline → Leads section, allowing users to quickly filter and view lead records based on the selected business type.
- Hidden contacts are now displayed appropriately within the selected B2B or B2C view, providing improved visibility and a more organized lead management experience.
Enhanced Automation Configuration with Additional Lead Stage Choices
- Enhanced the Contact Lead Stage Changed automation trigger by adding three new lead stage options: Stale, Nurturing and Meeting Set.
- These additional lead stage choices provide greater flexibility when configuring automation workflows, enabling users to trigger automated actions more accurately based on the contact's progression within the sales pipeline.
Lead Stage Label Simplification for Improved Pipeline Consistency
The lead stage dropdown in the Pipeline → Leads section has been refined to improve usability and consistency. The previous stage labels, "Contact Attempted" and "Application Sent", have been simplified to "Attempted" and "Application", creating a cleaner and more intuitive experience for users while ensuring easier lead status tracking and streamlined pipeline management.
Improved Contact Creation Experience with Manual Lead Source Selection
The default "Internal" value has been removed from the Lead Source field when creating a new contact. The field will now remain blank by default, allowing users to select the appropriate lead source from the available dropdown options, improving data accuracy and providing greater flexibility during contact creation.

What's Fixed?

Resolution of Scheduled Automation Execution Issues for Bulk Contacts
- Resolved an issue where scheduled automations were not consistently triggering for organizations managing multiple companies and large volumes of contacts.
- The automation engine has been optimized to ensure reliable execution of scheduled workflows, improving processing accuracy, performance, and consistency across high-volume automations.

May - 3rd Week

New Feature

Introducing a New Sub-Navigation Experience in the Follow-Up Page

Date: May 22, 2026

The Follow-Ups page has been enhanced with a newly implemented navigation menu bar placed below the main navigation section for improved accessibility and workflow management. The new menu bar includes categorized sections such as All Milestones, Follow-ups, Tasks, Suggestions, and Opportunities, each displayed with dedicated colors, icons, and total item counts for quick identification. Users can now easily navigate between categories and view detailed status breakdowns.

For example, selecting Milestones will display subcategories including Today, Past Due, Upcoming, and History, along with the total count for each section.

Implementation Details:

A new navigation menu bar has been added below the main navigation section on the Follow Ups page, providing quick access to all follow-up categories from a single location.
The menu bar includes five categorized sections - All Milestones, Follow Ups, Tasks, Suggestions, and Opportunities - each displayed with a unique color, icon, and total item count for fast visual identification.
Clicking any category in the menu bar instantly filters the page to show only the relevant records, removing the need to manually search or scroll through mixed content.
Each category supports status-based subcategory navigation. For example, selecting Milestones expands to show subcategories such as Today, Past Due, Upcoming, and History-each with its own item count.
Each follow-up entry now includes timeline-based status messages such as "Last contacted 2 weeks ago," giving users an immediate understanding of recent engagement history without opening the record.

How to Access:

New Follow-Up Enhancements for Descriptions & Bulk Actions

Date: May 22, 2026

Description Enhancements:

The description display has been improved to provide clearer and more informative activity details. Each follow-up type will now show a descriptive label along with relevant timeline information.

For example, Follow up activities may display status messages such as Task Name and description to help users quickly understand recent engagement history and task context.

Mass Actions:

Implemented new Bulk Actions in the Follow-Up section, allowing users to quickly select multiple or individual follow-ups and perform actions such as Snooze and Delete in a single click for a faster and more efficient workflow.

Implementation Details:

These description improvements apply across all follow-up types, ensuring consistent and readable activity context throughout the page.
Overall, these enhancements reduce the number of clicks needed to find, review, and act on follow-up items- improving daily workflow efficiency for all users.
Implemented new Bulk Actions in the Follow-Up section, allowing users to select multiple or individual follow-ups using a Select All checkbox or individual item checkboxes.
Users can now perform three key actions - Complete, Snooze, and Delete on multiple follow-ups simultaneously in a single click.
A contextual action toolbar appears dynamically when one or more follow-ups are selected and dismisses automatically when the selection is cleared.
A confirmation popup is displayed once the user selects the desired follow-ups and confirms the action, ensuring intentional and accurate bulk operations.

How to Access:

Integration

New Outlook Import Filter Added to Contacts

Date: May 22, 2026

A new filter option has been added to the Contact List page to improve contact search and management for Outlook-integrated users. Users can now easily identify and filter contacts imported from Outlook by using the Creation Method field in the filter section.

With this enhancement, selecting the Outlook filter will display only Outlook-imported contacts, making contact tracking, organization, and management more efficient and user-friendly.

Implementation Details:

A new "Creation Method" filter option has been added to the Contact List search/filter section, allowing users to narrow down contacts by how they were added to the system.
Users can now select "Outlook" as a filter value under the creation Method field to display only contacts that were imported from Microsoft Outlook.
Applying this filter instantly refreshes the contact list to show exclusively Outlook-imported contacts, hiding all other contact types from the results.
This enhancement benefits users who manage large contact lists with multiple import sources, enabling quicker identification and bulk actions on Outlook-imported records.

How to Access:

Improvements

Date: May 22, 2026

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

What's Improved?

B2B & B2C UI Enhancement – Brand Colors and Icon Updates
- Updated the B2C, B2B, and Custom section headers in the Activity Modal Popup with a cleaner and more modern visual design. The previous 3D-style icons have now been replaced with relevant Font awesome icons based on each heading for better clarity and consistency.
- Enhanced the overall UI by applying brand-aligned logo colors to the icons and headers, creating a more professional and visually unified experience across the module. These improvements help users quickly identify each section while maintaining a clean and user-friendly interface.
Leads Pipeline Enhancement – Lead Contact Badge Update
- In the Contact Creation modal popup, the Lead Purpose dropdown list have two refinance options like Rate & Term and Cash out. Previously, when either option was selected, the full refinance type was displayed in the contact badge along with the contact name.
- This has now been improved for a cleaner and more consistent user experience. Regardless of the refinance type selected, the contact badge will now display only “Refinance”.

What's Fixed?

Email Template Visibility in Automation Send Action
Fixed an issue in the Automation Builder where both active and inactive global email templates were displayed while configuring the automation action. The system now correctly displays only active email templates, and ensures users can easily choose valid templates for their automated email actions.
Campaign Module – Contact Associated Tags Display Fix
Resolved an issue in the Campaign Send To dropdown where both Contact Tags and Email Tags were displayed together under the Tags filter. This issue has now been fixed. The system will now correctly display only contact-associated tags in the Tags dropdown while sending campaigns, ensuring accurate recipient selection and a cleaner user experience.
Automation Status Indicator Visibility
Fixed an issue where company users without permission could not see the status of Company Automations on their marketing page. The status indicator is now shown for all company users as a read-only toggle with a restricted-access indicator and tooltip, while only users with enable/disable permission can activate or deactivate the company automation.

May - 2nd Week

Improvements

Date: May 15, 2026

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

What's Improved?

Follow-Ups Enhancement - Row Color Indicators & Type Icons Improvements
Enhanced the Follow-Ups module in AccountableCRM by introducing row color indicators and type icons for better visual identification and improved usability. Each type - Milestones, Follow-Ups, Suggestions, Opportunities, and Tasks-now has its own dedicated color and icon, making it easier for users to quickly recognize and manage records. Additionally, a new Type column has been added to improve organization and provide clearer visibility across follow-up activities.
Follow Up Enhancement – Due Date Indicators
- The Follow Ups page now includes enhanced Due Date Indicators with smart, human-readable status messages for better tracking and prioritization. Instead of displaying only a static date and time, the system now dynamically shows whether a follow up is due today, overdue, or upcoming.
- This improvement helps users quickly understand the urgency of each follow up at a glance, improving visibility, reducing missed activities, and making day-to-day follow-up management more efficient and user-friendly.
Enhanced Display for TBD and Lead Stage Labels
Improved the UI experience for TBD and Lead stages by adding tooltip support for lengthy stage values. When the stage name exceeds the display limit, users can now mouse hover over the value to view the complete stage name to improving readability and visibility
Automation Builder – Inactive Email Template Tooltip Enhancement
Improved the Automation Builder screen by adding a new information tooltip icon for inactive email templates within automation actions. Users can now click the info icon to view additional details about inactive email templates directly on the page, providing better clarity and improving the overall automation configuration experience.

What's Fixed?

Centralized User Contact Management in Company Admin Pipeline
Resolved an issue where contacts were not displaying correctly in the Transaction Popup for Company Admin users within the Pipeline view. With this fix, when the Show Company Pipeline toggle is enabled and a Company Admin opens a transaction from the pipeline, the associated contacts are now loaded and displayed accurately inside the popup.
Transfer Contacts – Preserve Tags During User Reassignment
- Resolved an issue where contact tags were not displaying correctly after transferring contacts from one user to another.
- Now, when contacts are transferred, all associated details-including Selling Systems, Tags, Transactions, and Real Estate information-are transferred successfully, with tags being properly created and displayed within the individual contact list page after the transfer process.
Contact List Update – Hidden Contacts Selected Automatically
Resolved an issue on the Contact List page where the total selected contact count was displayed at the top after using the “Select All” option, but automatically became hidden while scrolling through the contact list. This issue has now been fixed, and the selected contact count remains visible consistently even after scrolling multiple times through the contact list.
Resolved Alert Trigger Issue in Configured Email Templates
Resolved an issue on the Email Template page where no warning alert was displayed when trying to turn off the active toggle for templates connected to an automation or scheduled campaign. This has now been fixed - a warning alert will now properly appear when turning off an email template that is connected to an automation or scheduled campaign.
Email Template Reporting Now Includes Campaign & Automation References
- Resolved an issue in the Email Template Usage Report where connected Automations and Campaigns were not being displayed correctly for configured email templates.
- Now, the Usage Report accurately tracks and displays all associated Automations and Campaigns linked to an email template, providing better visibility and improved usage tracking.
KPI Tracking – Goal Setting Issue Resolved for Prequalified & Preapproval
Resolved an issue in the My KPI grid table users were unable to set goals for the Prequalified and Preapproval KPI metrics. This issue has now been fixed, and users can successfully update goals for both KPI metrics, improving KPI tracking and performance management.
Company Contacts – Inactive User Filter Resolution
Resolved an issue in the Company Contacts page inactive users were being displayed in the Loan Officers filter list. This issue has now been fixed, and only active users are displayed in the filter option.

May - 1st Week

New Feature

Enhanced Regular Automation Triggers with Contact & Transaction-Based Filter Conditions

Date: May 08, 2026

Regular Automation Triggers have been enhanced to support both Contact-related and Transaction-related conditions within Additional Trigger Conditions. Users can now combine multiple conditions in a single automation setup, enabling smarter and more dynamic workflow automation.

Implementation Details:

Regular Automation Triggers now support Contact-Based condition fields, enabling the system to evaluate contact attributes such as contact type, selling system, lead purpose, lead stage, etc.. before deciding whether an automation should execute.
Transaction-Based condition fields are now available in Regular Automation Triggers, allowing the system to validate financial data including transaction date, loan status, funded date, loan purpose, etc.. as part of the trigger evaluation process.
A new "+ Add Condition" capability has been introduced, enabling users to stack multiple trigger conditions within a single Regular Automation without the need to build separate or duplicate automation rules.
Users can now apply AND / OR logical operators across condition rows, giving full control over whether all conditions must be satisfied or just one condition is enough to fire the automation.
Regular Automations can now handle cross-field condition combinations, where both contact profile data and transaction records are evaluated together within a unified trigger rule for smarter workflow execution.
Trigger evaluation now runs a pre-execution condition check, ensuring automations are only fired when records genuinely match the defined criteria reducing unnecessary automation runs and improving overall system efficiency.

How to Access:

Scheduled Automation Triggers Now Support Contact & Transaction-Based Filter Conditions

Date: May 08, 2026

A new enhancement has been added to Scheduled Automation Triggers, allowing users to configure both contact-based and transaction-based conditions within Additional Trigger Conditions. This update also supports adding multiple trigger conditions in a single automation, providing greater flexibility and improved workflow customization.

Implementation Details:

Added new Contact-Based condition fields in the Additional Trigger Conditions section, allowing automations to trigger based on contact attributes such as contact type, selling system, lead purpose, lead stage, etc..
Added new Transaction-Based condition fields, enabling automations to trigger based on financial activity such as contact type, selling system, lead purpose, lead stage, etc..
Users can now add multiple trigger conditions within a single automation workflow using the "+ Add Condition" option for more precise and layered automation control.
Introduced AND / OR logic operators between conditions, giving users full flexibility to define how multiple conditions are evaluated together.
Improved automation filtering logic to ensure accurate and reliable trigger execution based on the defined contact and transaction conditions.
Enhanced the Additional Trigger Conditions UI to support dynamic condition rows that can be added, edited, or removed individually without affecting other conditions.

How to Access:

Improvements

Date: May 08, 2026

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

What's Improved?

Teams Creation: Restricted Start and End Date Selection
Improved the Teams creation process in the modal popup by restricting the selection of past dates for Start Date and End Date fields. Previously, teams could not be created correctly when past dates were selected. The validation has now been resolved to ensure only valid future or current dates to create a team.
History Page Improvements: Fixed “Sent Via” Issue & Automation Visibility Updates
Improved the “Sent Via” navigation issue on the History page. Previously, users could access automation details only through the preview icon. Now, both the preview icon and the automation name are clickable, allowing quick access to the related automation page. Additionally, users can now directly click on the contact name to navigate to the respective individual contact page.
Lead Pipeline: Enhance Contact Update Permission Issue for Company Admin
Company Admins can now successfully update lead pipeline contacts by reassigning the Assigned User within the company. This improvement ensures smoother lead management and improves ownership control across the pipeline workflow in Accountable CRM.