Version 8.9.0

Version 8.9.0

Release Date: 4/2/2025

Fixes

  • Resolved a case where setting the landing page as the Prospects Workspace did not function as expected.
  • Corrected certain column names appearing incorrectly in CSV exports from the Workflow Setup grid.
  • Editing multiple fields in a Record profile simultaneously no longer generates multiple confirmation popups.
  • Resolved a case where the reminder expiration date did not set as expected.
  • Added checks to ensure workflow templates have required fields filled for saving.
  • Adjusted behavior of pinned summary cards to highlight the current page.
  • Corrected the behavior of the Return to Grid function in the Liabilities workspace.
  • Corrected an innaccurate field label in the popup notification for editing Referred Source or Referred Date fields.
  • Multiple fixes to the new Gmail integration features.

    • Related Articles

    • Version 10.1.0

      Release Date: 3/13/2026 Enhancements Mobile view login experience has been updated to match the full web version.

    • Version 9.9

      Release Date: 1/14/2026 Fixes Resolved a numerical display error in several dashboard cards when values exceeded 1 million. Internal fixes for performance and stability.

    • Version 10.5.0

      Release Date: 7/28/2026 Fixes Resolved a case where zero-value assets did not update when synced to the CRM using the Platform sync tool.

    • Version 9.2.0

      Release Date: 7/9/2025 Fixes Corrected a location that listed "Riskalyze" instead of "Nitrogen". Resolved an issue with creating a new Service Level allowing recurrence outside of the possible ranges.

    • Version 9.6.0

      Release Date: 10/29/2025 Fixes Adding or Removing Team Members from List Maintenance now correctly updates available columns in the column chooser for the Record Workspace. Resolved a case where Actions could not be completed while editing.