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Version 9.4.0
Release Date: 9/3/2025 Enhancements Integration with Jump AI has been enabled. A new dashboard card is available, Clients by Source, allowing you to see how many clients are added by each referral source over a selected time period. When viewing the ...
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.
Version 9.5.0
Release Date: 10/1/2025 Enhancements Zeplyn AI Notetaker integration is now available. Fixes Resolved a case where quick search tags blocked the grid search bar in the workflows grid. Resolved a capture issue with Gmail when emails had labels ...
Version 9.7.0
Release Date: 11/25/2025 Enhancements Opportunity Dashboard cards now include historic data for clients with a Termination Date in the results. Fixes Resolved a case where adding SSN, Country of Citizenship, or State of Residence did not update the ...