Release notes | 1st, September, 2025 | 130

Summary

This release introduces audit capabilities, expanded scorecard tracking, and process enhancements across modules including Opportunities, campaigns, and rewards. Improved automation for event triggers, streamlined notifications, and increased field visibility contribute to more efficient workflows and robust reporting.

Changes

• Progress bars now appear only for bulk actions involving at least five records while single actions use toast notifications

• All available fields now show when selecting person type for event triggers

• Revenue tracking improvements have been made for a better reporting experience

• The entity type is now automatically selected when opening the custom field sidebar from the create menu or display options

• The add to list process in Opportunities now closes the sidebar after completion instead of repeating the action when you click Continue again

• Subject and body for each step in a sequence are now automatically saved when you add or reorder steps

• Steps that have already been sent can no longer be deleted or moved

• The Set Active button in the campaigns table is now enabled after setting a campaign draft