Release Notes - August 2024

Search Deals by Company

We've added the Company field as a new filter for the Deal Pipeline! Search on any company or companies to find that deal you're looking for even quicker!

Calendar Date Range Improvements

We've made a couple minor updates to our calendar date range selections. Our 'This Year', 'This Month' and 'This Week' options would never go past the current date, which would result in having to use the 'Custom' option to pull the desired date range.

We've updated:

• This Year to set the date range for the whole year
• This Month to set the date range for the whole month
• This Week to set the date range for Sunday-Saturday of the current week.

We've also added 'Last 365 Days' which will allow you to filter data from the past year, counting backward from the current date.

Could not remove a single tag from a Company record

There was an issue where you could not remove a tag on a company record if the tag you were trying to remove was the only tag on the Company. This has been corrected.

Missing Referral dots in My Firm

You might have noticed that the CRoPs dots for firm members under My Firm would sometimes not display. We've found and corrected the issue so all dots are back!