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 drill-down grid of an Opportunity-based dashboard card, clicking a line item now opens the relevant Opportunity instead of the related Record.

Fixes

• Resolved a case where updates to Record Fields were not correctly reflecting in the rest of the system.
• User Defined Date fields within Assets now save as expected.