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