Version 9.8.0

Version 9.8.0

Release Date: 12/11/2025

Enhancements

  • Integration partners that use the Oauth standard no longer require re-authentication every 30 days.

Fixes

  • Resolved a case where the Referred By drop-down would only show the first 10 results to select from.
  • Resolved a case where the Action Items dashboard card would sometimes repeat items from Page 1 on Page 2 of the results.

    • 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 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 ...

    • 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 ...