Inception CRM for iOS — Version 2026.1 This release introduces improvements to search configuration, enhanced dashboard access, and additional audit capabilities. Search More granular configuration of search filters, now configurable at the organizational unit level. Default search filters can be defined automatically based on the user’s organizational unit. Dashboards This version introduces new HCP Dashboards, which can be accessed directly from the HCP's customer card. Media GPS audit added to Media actions, capturing device location when media files are opened and closed. Additional updates Bug fixes, performance improvements, and general optimizations.

Inception CRM for iOS — Version 2026.1 This release introduces improvements to search configuration, enhanced dashboard access, and additional audit capabilities. Search More granular configuration of search filters, now configurable at the organizational unit level. Default search filters can be defined automatically based on the user’s organizational unit. Dashboards This version introduces new HCP Dashboards, which can be accessed directly from the HCP's customer card. Media GPS audit added to Media actions, capturing device location when media files are opened and closed. Additional updates Bug fixes, performance improvements, and general optimizations.

Version 2025.6 introduces major enhancements to Inception CRM’s Media module, along with minor bug fixes and general improvements. - New ways to share media content with customers via on-demand landing pages. - Support for new content types based on SCORM standard.

Version 2025.5 introduces new enhancements to Inception CRM’s Search, Orders, Cycle Plan, Update Requests, and Media modules, along with minor bug fixes, general improvements, and backend optimizations. Search: Priority customers now display badges indicating their inclusion in a user’s Target Group throughout the application. Orders: A new calculator helps users calculate exact discount amounts based on a requested price. Cycle Plan: The module now displays the name of each HCP’s workplace and specialty in the cycle plan, allowing users to search HCPs by institution name and specialty. A new footer displays the number of results based on the user’s search terms. Update Requests: Admins can now set HCP “Position” as an optional field when adding new HCPs or requesting data changes. Media: GPS logging has been extended to include the user’s location when sending approved emails from Inception CRM.

Native 2025.4 features: - Dashboards - support for displaying the selected dashboards offline - Sales Data - opening the module from the push notification - Contracts - displaying contract number in the summary - general - default app theme is controlled by the iOS/iPadOS system setting - other bug fixes, improvements and optimizations

Version 2025.3 introduces new enhancements to Inception CRM’s login screen, as well as its Search, Orders, Projects (Contracts), and Update Request modules, along with minor bug fixes, improvements and optimizations. Search: - Free text search fields now support workplace names, allowing users to look up HCPs and other professionals by using workplace names as keywords. Orders: - Users can now see how much stock of each product a distributor has in its backup warehouse when preparing orders. - Additionally, order forms now support decimal values for discounts. Projects (Contracts): - New options allow admins to configure copy (CC) and blind copy (BCC) recipients for email notifications and contract delivery. - A new field type lets users add multiple customers to a single form, supporting multi-target contracts. - More complete customer information is now displayed in forms, making it easier to identify customers by location as well as name. Update Requests: - Users can now see the request type within the Update Request summary list, making it easier to find a particular record without opening it. Login Screen: - A new button on the Login screen allows users to unmask the password to confirm that they’ve entered it correctly. For more details on this release, please visit: https://inceptioncrm.com/version-2025-3/

Version 2025.3 introduces new enhancements to Inception CRM’s login screen, as well as its Search, Orders, Projects (Contracts), and Update Request modules, along with minor bug fixes, improvements and optimizations. Search: - Free text search fields now support workplace names, allowing users to look up HCPs and other professionals by using workplace names as keywords. Orders: - Users can now see how much stock of each product a distributor has in its backup warehouse when preparing orders. - Additionally, order forms now support decimal values for discounts. Projects (Contracts): - New options allow admins to configure copy (CC) and blind copy (BCC) recipients for email notifications and contract delivery. - A new field type lets users add multiple customers to a single form, supporting multi-target contracts. - More complete customer information is now displayed in forms, making it easier to identify customers by location as well as name. Update Requests: - Users can now see the request type within the Update Request summary list, making it easier to find a particular record without opening it. Login Screen: - A new button on the Login screen allows users to unmask the password to confirm that they’ve entered it correctly. For more details on this release, please visit: https://inceptioncrm.com/version-2025-3/

Version 2025.3 introduces new enhancements to Inception CRM’s login screen, as well as its Search, Orders, Projects (Contracts), and Update Request modules, along with minor bug fixes, improvements and optimizations. Search: - Free text search fields now support workplace names, allowing users to look up HCPs and other professionals by using workplace names as keywords. Orders: - Users can now see how much stock of each product a distributor has in its backup warehouse when preparing orders. - Additionally, order forms now support decimal values for discounts. Projects (Contracts): - New options allow admins to configure copy (CC) and blind copy (BCC) recipients for email notifications and contract delivery. - A new field type lets users add multiple customers to a single form, supporting multi-target contracts. - More complete customer information is now displayed in forms, making it easier to identify customers by location as well as name. Update Requests: - Users can now see the request type within the Update Request summary list, making it easier to find a particular record without opening it. Login Screen: - A new button on the Login screen allows users to unmask the password to confirm that they’ve entered it correctly. For more details on this release, please visit: https://inceptioncrm.com/version-2025-3/

Version 2025.3 introduces new enhancements to Inception CRM’s login screen, as well as its Search, Orders, Projects (Contracts), and Update Request modules, along with minor bug fixes, improvements and optimizations. Search: - Free text search fields now support workplace names, allowing users to look up HCPs and other professionals by using workplace names as keywords. Orders: - Users can now see how much stock of each product a distributor has in its backup warehouse when preparing orders. - Additionally, order forms now support decimal values for discounts. Projects (Contracts): - New options allow admins to configure copy (CC) and blind copy (BCC) recipients for email notifications and contract delivery. - A new field type lets users add multiple customers to a single form, supporting multi-target contracts. - More complete customer information is now displayed in forms, making it easier to identify customers by location as well as name. Update Requests: - Users can now see the request type within the Update Request summary list, making it easier to find a particular record without opening it. Login Screen: - A new button on the Login screen allows users to unmask the password to confirm that they’ve entered it correctly. For more details on this release, please visit: https://inceptioncrm.com/version-2025-3/

Version 2025.3 introduces new enhancements to Inception CRM’s login screen, as well as its Search, Orders, Projects (Contracts), and Update Request modules, along with minor bug fixes, improvements and optimizations. Search: - Free text search fields now support workplace names, allowing users to look up HCPs and other professionals by using workplace names as keywords. Orders: - Users can now see how much stock of each product a distributor has in its backup warehouse when preparing orders. - Additionally, order forms now support decimal values for discounts. Projects (Contracts): - New options allow admins to configure copy (CC) and blind copy (BCC) recipients for email notifications and contract delivery. - A new field type lets users add multiple customers to a single form, supporting multi-target contracts. - More complete customer information is now displayed in forms, making it easier to identify customers by location as well as name. Update Requests: - Users can now see the request type within the Update Request summary list, making it easier to find a particular record without opening it. Login Screen: - A new button on the Login screen allows users to unmask the password to confirm that they’ve entered it correctly. For more details on this release, please visit: https://inceptioncrm.com/version-2025-3/

Version 2025.2 contains enhancements to our Search, Planner, Projects, and Update Request modules, as well as backend improvements and minor bug fixes. Search & Planner - Added a fourth row option in Search Lists and Activity Lists. This shows more details at a glance. Admins can set up this row to display helpful reference information for users. Projects & Contracts - Enhanced linked eForms now work with both default values AND previous form values to populate individual form fields. Update Requests - Company registration numbers can now be required when creating new HCOs or when making data change requests for existing institutions. Bug Fixes - Fixed date entries in Call Reports on non-English devices. Pre-filled dates now load correctly from linked profiles instead of defaulting to current date. - Fixed expense tracking between modules. Car expenses now properly sync between Expense Diary and Driver's Log. Backend Changes - Switched from Microsoft's AppCenter to Google's Firebase Crashlytics for iOS/iPadOS performance monitoring. Read the full release notes at: https://inceptioncrm.com/version-2025-2

Version 2025.2 contains enhancements to our Search, Planner, Projects, and Update Request modules, as well as backend improvements and minor bug fixes. Search & Planner - Added a fourth row option in Search Lists and Activity Lists. This shows more details at a glance. Admins can set up this row to display helpful reference information for users. Projects & Contracts - Enhanced linked eForms now work with both default values AND previous form values to populate individual form fields. Update Requests - Company registration numbers can now be required when creating new HCOs or when making data change requests for existing institutions. Bug Fixes - Fixed date entries in Call Reports on non-English devices. Pre-filled dates now load correctly from linked profiles instead of defaulting to current date. - Fixed expense tracking between modules. Car expenses now properly sync between Expense Diary and Driver's Log. Backend Changes - Switched from Microsoft's AppCenter to Google's Firebase Crashlytics for iOS/iPadOS performance monitoring. Read the full release notes at: https://inceptioncrm.com/version-2025-2

Version 2025.2 contains enhancements to our Search, Planner, Projects, and Update Request modules, as well as backend improvements and minor bug fixes. Search & Planner - Added a fourth row option in Search Lists and Activity Lists. This shows more details at a glance. Admins can set up this row to display helpful reference information for users. Projects & Contracts - Enhanced linked eForms now work with both default values AND previous form values to populate individual form fields. Update Requests - Company registration numbers can now be required when creating new HCOs or when making data change requests for existing institutions. Bug Fixes - Fixed date entries in Call Reports on non-English devices. Pre-filled dates now load correctly from linked profiles instead of defaulting to current date. - Fixed expense tracking between modules. Car expenses now properly sync between Expense Diary and Driver's Log. Backend Changes - Switched from Microsoft's AppCenter to Google's Firebase Crashlytics for iOS/iPadOS performance monitoring. Read the full release notes at: https://inceptioncrm.com/version-2025-2

Version 2025.1 brings important enhancements to Inception CRM’s Search, Announcements, Orders, and Update Request modules, along with minor bug fixes, improvements and optimizations: Search and Announcements - Admins can now publish announcements related to individual HCPs, not just HCOs. - Users can search for HCPs who have announcements. - Person Cards (HCP details) now have an Announcements section where users can view all announcements, including surveys, linked to a particular HCP. - HCP-linked surveys display the last answer selected by the user along with the timestamp. Orders - Admins can now configure product lists to display the EAN code for each product SKU being ordered. - Additionally, users can now search for products by EAN. Update Requests - Users in the Czech Republic can now look up Institutions (HCOs) by company registration number (IČO) in the ARES government registry when creating new institution customers in Inception CRM. The system will now populate all required fields for a new institution from the ARES database. Learn more about version 2025.1 by going to https://inceptioncrm.com/version-2025-1

Version 2024.6 brings important enhancements to Inception CRM’s Search, Update Request, Contracts, Projects, and Orders modules, along with minor bug fixes, improvements, and optimizations: Search - The semaphore used to indicate the number of days since the last visit to a customer now supports custom intervals. Admin can define the intervals used in the Advanced Search Filter and users can also view the frequency ranges for each. Update Request - Users can now assign profiles when creating new customer records in Update Requests. Contracts and Projects - This version introduces push notifications for Contracts and Projects. - It also introduces support for compliant electronic signatures via DigiSign, a recognized signing authority. Orders - Users can now search for orders by Order Number, making it easy to find the specific order they’re looking for. Read the full release notes at https://inceptioncrm.com/version-2024-6/

Version 2024.6 brings important enhancements to Inception CRM’s Search, Update Request, Contracts, Projects, and Orders modules, along with minor bug fixes, improvements, and optimizations: Search - The semaphore used to indicate the number of days since the last visit to a customer now supports custom intervals. Admin can define the intervals used in the Advanced Search Filter and users can also view the frequency ranges for each. Update Request - Users can now assign profiles when creating new customer records in Update Requests. Contracts and Projects - This version introduces push notifications for Contracts and Projects. - It also introduces support for compliant electronic signatures via DigiSign, a recognized signing authority. Orders - Users can now search for orders by Order Number, making it easy to find the specific order they’re looking for. Read the full release notes at https://inceptioncrm.com/version-2024-6/

Version 2024.6 brings important enhancements to Inception CRM’s Search, Update Request, Contracts, Projects, and Orders modules, along with minor bug fixes, improvements, and optimizations: Search - The semaphore used to indicate the number of days since the last visit to a customer now supports custom intervals. Admin can define the intervals used in the Advanced Search Filter and users can also view the frequency ranges for each. Update Request - Users can now assign profiles when creating new customer records in Update Requests. Contracts and Projects - This version introduces push notifications for Contracts and Projects. - It also introduces support for compliant electronic signatures via DigiSign, a recognized signing authority. Orders - Users can now search for orders by Order Number, making it easy to find the specific order they’re looking for. Read the full release notes at https://inceptioncrm.com/version-2024-6/

Version 2024.6 brings important enhancements to Inception CRM’s Search, Update Request, Contracts, Projects, and Orders modules, along with minor bug fixes, improvements, and optimizations: Search - The semaphore used to indicate the number of days since the last visit to a customer now supports custom intervals. Admin can define the intervals used in the Advanced Search Filter and users can also view the frequency ranges for each. Update Request - Users can now assign profiles when creating new customer records in Update Requests. Contracts and Projects - This version introduces push notifications for Contracts and Projects. - It also introduces support for compliant electronic signatures via DigiSign, a recognized signing authority. Orders - Users can now search for orders by Order Number, making it easy to find the specific order they’re looking for. Read the full release notes at https://inceptioncrm.com/version-2024-6/

Version 2024.6 brings important enhancements to Inception CRM’s Search, Update Request, Contracts, Projects, and Orders modules, along with minor bug fixes, improvements, and optimizations: Search - The semaphore used to indicate the number of days since the last visit to a customer now supports custom intervals. Admin can define the intervals used in the Advanced Search Filter and users can also view the frequency ranges for each. Update Request - Users can now assign profiles when creating new customer records in Update Requests. Contracts and Projects - This version introduces push notifications for Contracts and Projects. - It also introduces support for compliant electronic signatures via DigiSign, a recognized signing authority. Orders - Users can now search for orders by Order Number, making it easy to find the specific order they’re looking for. Read the full release notes at https://inceptioncrm.com/version-2024-6/

Version 2024.6 brings important enhancements to Inception CRM’s Search, Update Request, Contracts, Projects, and Orders modules, along with minor bug fixes, improvements, and optimizations: Search - The semaphore used to indicate the number of days since the last visit to a customer now supports custom intervals. Admin can define the intervals used in the Advanced Search Filter and users can also view the frequency ranges for each. Update Request - Users can now assign profiles when creating new customer records in Update Requests. Contracts and Projects - This version introduces push notifications for Contracts and Projects. - It also introduces support for compliant electronic signatures via DigiSign, a recognized signing authority. Orders - Users can now search for orders by Order Number, making it easy to find the specific order they’re looking for. Read the full release notes at https://inceptioncrm.com/version-2024-6/

Version 2024.5 brings important enhancements to Inception CRM’s Planner, My Work, Media, and Tasks modules, along with minor bug fixes, improvements and optimizations: Closing Days - Users will now be able to close their days directly in the Planner. Support for Closing Days has been removed from My Work. This change unifies day closing with activity completion in one place. Media - Auditing of PDFs has been extended to include time on page, in addition to time spent within a file. This allows managers to see what content within a PFD was presented or viewed by a user, and for how long. Tasks - Task Types can now be assigned to specific users based on their roles. This lets companies decide who can create and assign particular task types and initiate task-specific workflows based on their role. Attachments and Media Files - Users can now work with more file types in Media, as well as in Attachments. Previously, iOS and iPad users could only work with PDFs and image files. Now they can work with MS Office files (Word, Excel, and PowerPoint), iWork files (Pages, Numbers, Keynote), and video files (MP4, MOV) as well. Read the full release notes at https://inceptioncrm.com/version-2024-5/

Version 2024.4 brings major updates to the user experience, including a complete “facelift” of the user interface and important enhancements to Inception CRM’s Search, Planner, Tasks, and Contracts modules. Read on to learn more: User Experience - This version introduces a global update of Inception CRM’s user interface, including new app themes, brand new icons, a redesigned navigation menu, and an overall unification and polishing of UI features and elements. - These important changes are being delivered along with several new features, as well as various bug fixes, improvements and optimizations to improve user experience. Search - Users can now set the direction of a relation path when adding new Relations for a person or institution (e.g. users can say whether a given person “Influences” or “Is Influenced by” another person when adding an “Influencer” relation type) Planner - A new indicator icon flags institution customers who have Announcements (i.e. messages related to specific institutions) wherever the institution is displayed. Tasks - Users can now link Tasks to customers (both persons and institutions) - A new “Change History” button displays displays the change history of each task - Improved push notifications provide users with more useful information before opening the assigned task - Improved management of the users to whom other users can assign tasks Contracts - A new "date and time" field type lets users set the time as well as date in a contract - Constraints limiting the length of contract field descriptions and labels have been removed, allowing admins to work with longer texts Permissions - This version includes important updates to user permissions and role settings that enable better control of data visibility and user rights among different user groups. - Admins can now configure the application to restrict the visibility of Call Reports, Attachments, and Notes between selected user groups in different organization units. - These enhancements build in native support for MSLs and commercial teams that require more privacy and segregation of data among different groups of users. Read the full release notes at https://inceptioncrm.com/version-2024-4/

Version 2024.4 brings major updates to the user experience, including a complete “facelift” of the user interface and important enhancements to Inception CRM’s Search, Planner, Tasks, and Contracts modules. Read on to learn more: User Experience - This version introduces a global update of Inception CRM’s user interface, including new app themes, brand new icons, a redesigned navigation menu, and an overall unification and polishing of UI features and elements. - These important changes are being delivered along with several new features, as well as various bug fixes, improvements and optimizations to improve user experience. Search - Users can now set the direction of a relation path when adding new Relations for a person or institution (e.g. users can say whether a given person “Influences” or “Is Influenced by” another person when adding an “Influencer” relation type) Planner - A new indicator icon flags institution customers who have Announcements (i.e. messages related to specific institutions) wherever the institution is displayed. Tasks - Users can now link Tasks to customers (both persons and institutions) - A new “Change History” button displays displays the change history of each task - Improved push notifications provide users with more useful information before opening the assigned task - Improved management of the users to whom other users can assign tasks Contracts - A new "date and time" field type lets users set the time as well as date in a contract - Constraints limiting the length of contract field descriptions and labels have been removed, allowing admins to work with longer texts Permissions - This version includes important updates to user permissions and role settings that enable better control of data visibility and user rights among different user groups. - Admins can now configure the application to restrict the visibility of Call Reports, Attachments, and Notes between selected user groups in different organization units. - These enhancements build in native support for MSLs and commercial teams that require more privacy and segregation of data among different groups of users. Read the full release notes at https://inceptioncrm.com/version-2024-4/

Version 2024.4 brings major updates to the user experience, including a complete “facelift” of the user interface and important enhancements to Inception CRM’s Search, Planner, Tasks, and Contracts modules. Read on to learn more: User Experience - This version introduces a global update of Inception CRM’s user interface, including new app themes, brand new icons, a redesigned navigation menu, and an overall unification and polishing of UI features and elements. - These important changes are being delivered along with several new features, as well as various bug fixes, improvements and optimizations to improve user experience. Search - Users can now set the direction of a relation path when adding new Relations for a person or institution (e.g. users can say whether a given person “Influences” or “Is Influenced by” another person when adding an “Influencer” relation type) Planner - A new indicator icon flags institution customers who have Announcements (i.e. messages related to specific institutions) wherever the institution is displayed. Tasks - Users can now link Tasks to customers (both persons and institutions) - A new “Change History” button displays displays the change history of each task - Improved push notifications provide users with more useful information before opening the assigned task - Improved management of the users to whom other users can assign tasks Contracts - A new "date and time" field type lets users set the time as well as date in a contract - Constraints limiting the length of contract field descriptions and labels have been removed, allowing admins to work with longer texts Permissions - This version includes important updates to user permissions and role settings that enable better control of data visibility and user rights among different user groups. - Admins can now configure the application to restrict the visibility of Call Reports, Attachments, and Notes between selected user groups in different organization units. - These enhancements build in native support for MSLs and commercial teams that require more privacy and segregation of data among different groups of users. Read the full release notes at https://inceptioncrm.com/version-2024-4/

2024.4 App Store Release Notes: Version 2024.4 brings major updates to the user experience, including a complete “facelift” of the user interface and important enhancements to Inception CRM’s Search, Planner, Tasks, and Contracts modules. Read on to learn more: User Experience - This version introduces a global update of Inception CRM’s user interface, including new app themes, brand new icons, a redesigned navigation menu, and an overall unification and polishing of UI features and elements. - These important changes are being delivered along with several new features, as well as various bug fixes, improvements and optimizations to improve user experience. Search - Users can now set the direction of a relation path when adding new Relations for a person or institution (e.g. users can say whether a given person “Influences” or “Is Influenced by” another person when adding an “Influencer” relation type) Planner - A new indicator icon flags institution customers who have Announcements (i.e. messages related to specific institutions) wherever the institution is displayed. Tasks - Users can now link Tasks to customers (both persons and institutions) - A new “Change History” button displays displays the change history of each task - Improved push notifications provide users with more useful information before opening the assigned task - Improved management of the users to whom other users can assign tasks Contracts - A new "date and time" field type lets users set the time as well as date in a contract - Constraints limiting the length of contract field descriptions and labels have been removed, allowing admins to work with longer texts Permissions - This version includes important updates to user permissions and role settings that enable better control of data visibility and user rights among different user groups. - Admins can now configure the application to restrict the visibility of Call Reports, Attachments, and Notes between selected user groups in different organization units. - These enhancements build in native support for MSLs and commercial teams that require more privacy and segregation of data among different groups of users. Read the full release notes at https://inceptioncrm.com/version-2024-4/