Release Date: 2/13/2026

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.