Version 10.3.0

Version 10.3.0

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.

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