Improvement
Multi-select Dropdown fields open a searchable list
A form Dropdown set to multiple selections now shows a compact dropdown with search, Select All and Clear All, instead of a long list of checkboxes.
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Product Updates & Releases
Improvement
Affiliate discount offers can have an expiration date
A Refer & Earn discount offer can now end on a set date, and affiliates see that date on the offer and on their promo codes.
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Improvement
See everyone on a contract, and give team members contract roles
A contract's Contacts tab is now grouped into Contacts, Assignees and Companies, and the people working the deal can be given a contract role.
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Bug Fix
Groups with a time limit now need a fallback
First to Claim groups and Round Robin groups with a response timeout must name a fallback, and a lead no one answers goes there after one full pass.
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Improvement
Integration Partner Widgets have their own Settings page
Partner widgets moved off the Integrations page to their own page under Settings → Integrations & API, with one set of actions and a list of the widgets your team has on.
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Improvement
Newsletter campaigns that sent nothing are now flagged
A campaign that finishes without sending a single email now shows an orange warning instead of the usual green "completed" badge.
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Feature
Add an address through the Partner API without resending the list
Updating a person through the Partner API can now add addresses without replacing the ones already on the contact.
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Bug Fix
Webhook events that never fired are no longer listed
The webhook event list no longer offers 15 deal and pipeline events that were never sent.
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Feature
Transcribe recordings through the Partner API with AI credits
Partner apps can now turn an audio or video recording into a speaker-labelled transcript, billed to the team's AI credits like AI grading.
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Improvement
Visitors who request a home value now get the monthly email automatically
When someone gets their home value on your Connect site, monthly home value emails turn on for them automatically. You can switch this off in your Connect settings.
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