Version 10.0.0

Version 10.0.0

Release Date: 2/11/2026

Enhancements

  • New Zapier integration action available: Find Opportunity.

Fixes

  • Resolved an error when returning to the CRM from the Portfolio Management suite.
  • Corrected a display error for Reminders and Summary cards on ipad layout.
  • Resolved a case where the quick create menu would not close when clicking away.
  • Adding or Removing Team Members from List Maintenance again correctly updates available columns in the column chooser for the Record Workspace.
  • Custom Team Member designations now appear in advanceds search criteria correctly.
  • Resolved a case where some fonts would not load correctly in the correspondence editor.

    • Related Articles

    • 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 ...

    • 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 ...