Release Date: 5/7/2026

Enhancements

• New Zapier Trigger has been added: Opportunity Status Updated.
• New Zapier Actions are available: Find Client (Person), Update Household (Record) Contact Details, and Update Client (Person) Contact Details.

Fixes

• Resolved a case where users without edit permissions were able to enable editing mode on profile information and user defined fields.
• Resolved a case where the Referred By search would not show results with apostraphe characters.