Product News

August 2026 – 2026.8.2633

Feature

Introducing Account Insights and Recent Updates to give you an at-a-glance summary of everything happening with an account — without having to dig through individual records or run a report.

Bug fixes

  • Email scanning moved to Microsoft Graph, in line with Microsoft’s retirement of the older Exchange Web Services (EWS) protocol.
  • Calendar Sync Issues
  • Stats of Value Field in Quote Sub list for Opportunity Record now displaying correctly
  • User now able to upload a document into a Customer Record
  • Scrolling improvements to Home Page Header Image
  • TPS screening imports now read from the shared file store rather than a local path

 


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