• NEW FUNCTIONALITY - Added the ability to move selected users, or all users, from one company role to another.
  • NEW FUNCTIONALITY - Added line-item support for Inventory Costs, including new Zapier endpoints for retrieving cost data.
  • NEW FUNCTIONALITY - Added the ability to reorder Deal items and update which item is marked as the Primary Item.
  • NEW FUNCTIONALITY - Introduced text message threading in the Lead Inbox and Contact Correspondence to make conversations easier to follow.
  • ENHANCEMENT - Added new granular permission for controlling who has access to listen to call recordings.
  • ENHANCEMENT - Added new settings at the Organization and User level to set defaults for outbound call recordings and allow an organization to disable the ability for users to modify settings.
  • ENHANCEMENT - Email addresses and web addresses now appear as hyperlinks in lead, contact, and organization correspondence.
  • ENHANCEMENT - Improved spacing and layout for certain communication types in lead, contact, and organization correspondence.
  • ENHANCEMENT - Updated email composition to use a newer AI model for improved results.
  • ENHANCEMENT - Renamed “Reassign Contact” to “Associate Different Contact” for leads to better describe the action.
  • ENHANCEMENT - Updated the External Inventory API to include additional inventory item properties.
  • ENHANCEMENT - Users with the Modify Inventory permission can now rebuild an inventory item URL.
  • FIX - Fixed an issue that could cause Deal Quotes to be duplicated or multiplied.
  • FIX - Emails sent to or from CRM contacts now properly update Recent Contact activity.
  • FIX - Deals with a total of $0 no longer incorrectly mark invoices as paid.
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