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 designations in the Portfolio Management Suite on the Client profile.

Fixes

• Resolved an error around the generation of Zocks-created Actions.
• Resolved a case where fonts were not loaded correctly with a document template.