Version 10
Version 10.2.0
Release Date: 4/10/2026 Enhancements Improved Action reports to preserve Action Note formatting. Added a new Zapier action and trigger for updating Opportunity statuses. Portfolio Management clients using the CRM sync can now see Team Member ...
Version 10.1.0
Release Date: 3/13/2026 Enhancements Mobile view login experience has been updated to match the full web version.
Version 10.0.0
Release Date: 2/13/2026 Enhancements New Zapier integration action available: Find Opportunity. Fixes Resolved an error when returning to the CRM from the Portfolio Management suite. Corrected a display error for Reminders and Summary cards on ipad ...