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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 10.2.0
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 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 9.3.0
Release Date: 8/6/2025 Enhancements Added a "Duration in Status" Column to the drill-down grid of the Open Opportunity Funnel dashboard card. Fixes Resolved a case where Portfolio Management users would be unable to authorize the CRM sync. Resolved ...