NEW FEATURES • Enhanced permissions: The app now respects read/write permissions for each entity, allowing finer control over editing and creation. • Smarter activity management: Status options are now restricted based on code list restrictions. • Improved swipe actions: Entity list swipe actions now adapt dynamic properties for a more intuitive experience. • Lead Booster access: Users can now view the Lead Booster summary for Prospect-type accounts. • Duplicate prevention: Added duplicate check flow when creating Contacts and Individual Customers. • Richer account details: New Sales History and Activity History tabs are available in Account details.

NEW FEATURES • Added support to link “Related Accounts” to a contact. • Introduced duplicate check when creating an account for more accurate data. • Added copy support for Lead and Opportunity records. • Sales Quotes now support approval actions directly from header actions. • Enabled dynamic actions for header and create actions across all entities. • Enhanced custom filter support for all list views. • Improved warning and error banner design for better clarity.

BUG FIXES • Email actions now open in your chosen default email app (Mail, Gmail, etc.). • Lead creation now respects Account/Contact status for better accuracy. • Fixed an issue where the Add Party screen appeared blank when the device language was not English.

NEW FEATURES • Added support for Quick Filters on the Opportunity List. • Users can now customize logo image in the backend. • Additional actions available from the Header in Visit and Task details, with full support for Dynamic Property rules. • Pre-defined rules now restrict Check-In/Check-Out in visits. • New header actions in Sales Order details: Check Consistency, Transfer Order, Submit for Approval, Finish, and Set to Completed. • Ability to create Sales Orders directly from the Sales Order List view. • Improved refresh token handling for more reliable sessions. • Added a new “Planned Activities” tab in Case details.

NEW FEATURES • Enhanced usability across all survey-related flows • Added support to generate PDFs for completed surveys via swipe actions • Pull-to-refresh is now supported across key views • Additional Sales Data fields are now available in the Account creation flow • View custom key metrics on the Account details screen • Dynamic Actions support extended to Sales Quotes, Contacts, Sales Orders, Individual Customers, and Appointments • Improved user experience when adding products in Sales Orders and Sales Quotes

BUG FIXES • Duplicate To‑Do entries resolved: Fixed a bug where activities were duplicated in the To‑Do tab after moving to the next step via the Playbook card in Opportunity details. • Performance improvements: Addressed other performance-related issues in the Opportunity detail view to ensure a smoother and more reliable user experience.

BUG FIXES • Support for Action Configuration and Dynamic Properties for Contact, Sales Quote, and Sales Order Entities • Improved Swipe Actions for Contact and Party lists with bug fixes • Enhanced Account Filtering in Sales Quote – the Contact Account filter now defaults correctly to the selected account • Stability Improvements – fixed an issue where the app could freeze when the network connection is lost

NEW FEATURES • Added Planned Activities tab in Sales Order details • Enabled Add Products to Cart from Sales Order • Supported Copy Action for both Sales Quotes and Sales Orders • Enabled editing of Pricing and Schedule Lines in Sales Quotes • Supported Create, Add, and Remove Opportunity at item level in Opportunity Hierarchy • Added support to View, Manage, and Add Parties in Task and Appointment details • Enabled Advanced Filters in Lead, Order, and Quote lists • Supported Withdrawal of Approval for Opportunity, Quote, and Order Approval Processes.

NEW FEATURES • Support for custom code lists in extension fields • Sales order simulation with products in cart • Ability to create or add sales order from Opportunity, Task, Visit, and Appointment details • PDF previews and summaries for Sales Quotes and Sales Orders • PDF previews and summaries for Visits and Leads • Support for logging calls for individual customers • Support for custom queries in the Visit list • Support for dynamic property adoption to change or override attributes of standard/custom fields based on rules • Support for tab visibility control using dynamic properties • Support for object detail header actions controlled by dynamic properties/rules • New design for header action menu. • Fix allowing Opportunity to be moved back to earlier phases

BUG FIXES • Bug fixes for Competitor filters and Task status update • Appointment time selection and attachment deletion issues resolved • Account creation and Calendar map view improvements

NEW FEATURES • Added support for Sales Quote Simulation to evaluate quotes before finalization. • Introduced Sales Order Simulation to preview and validate order data. • Enabled the ability to create External Orders directly from Sales Quotes. • Integrated CPQ Quote creation from Opportunities, streamlining your sales process. • Mashups can now be accessed as a Work Center or as part of the menu, for easier navigation. • Added Bulk Edit support for products in Sales Orders to speed up order management.

BUG FIXES • Mashup Integration Fixes: Resolved issues related to mashup functionality for a smoother experience. • Visit Tab Loading Issue: Fixed a bug where Visit tabs were not loading properly when accessed from Planned Activities. • Sales Quotes in Opportunity Page: Sales Quotes display correctly now on the Opportunity detail screen. • Visit Status Update from Calendar: Bug fix related to setting visit status from Calendar. • Playbook Use Case Improvements: Fixes enhancing playbook flow.

NEW FEATURES • Case Management: Create cases for different case types, improving issue tracking and resolution. • Sales Quote Details: Add Approval and Related Entities tabs for enhanced context and workflow efficiency. • Territory Enhancements: View Territory details on Visits, Leads, and Sales Orders, providing better visibility into assigned regions. • Sales Order & Quote Simulation: Simulate Sales Orders and Sales Quotes to evaluate potential outcomes before finalizing. • Visit Details: Introduce an Involved Parties tab to add/display all key participants in a visit.

NEW FEATURES • Support Caching – Download objects and access them in read-only mode, even without a network.

NEW FEATURES • Sales Order Details: New Approval & Related Entities tabs for better insights. • Visit Support: Easily add attendees to your visits. • Territory Enhancements: View Territory details on Visits, Leads, and Sales Orders. • Survey: New Survey tab for Individual Customer.

BUG FIXES • SSO improvement to support Microsoft Authenticator app for authentication

BUG FIXES • Enhanced Mashup Parameters – Improved handling for smoother integrations • Opportunity Territory Fixes – Refinements to ensure accurate territory assignments • Expanded Global Search – Now includes additional objects for better result • Code List Restriction Support – Enables controlled status updates for Opportunities and Leads • Case Object Enhancements – Now supports extension fields for greater flexibility

NEW FEATURES • Enable Sales Order workspace by view and manage Sales Orders with list, details, PDF preview, and create Sales Order from Sales Quote • Introduce Competitor workspace by view and manage Competitors with list, details, and create • New Territory Tab in Details view of Account, Opportunity, and Sales Quote • Support add and remove of Related Entities in Sales Quote Details view. • Support navigation to Competitor Product Details view.

NEW FEATURES • Product and Tracking List Enhancements: Registered products are now included under the Product and Tracking List tabs in contact details. • Contact Management Improvements: Added support for creating contacts directly from the Account Detail Header Action. • Extension Field Support: Array-type (multivalue) fields are now supported for extensions. • Opportunity Approvals: Introduced support for both single-step and multi-step approvals for opportunities. • Individual Customer Selection: Added support for selecting Individual Customers in create scenarios. • Mashup with SSO Integration: View Mashups seamlessly using Safari Tabs for better integration with Single Sign-On (SSO). BUG FIXES • Resolved various customer-reported issues for a more reliable experience.

BUG FIXES • Issue with Mashup with parameters is resolved. • Related entities tab in the Lead detail is enabled. • Bug fixes related to iOS 18

BUG FIXES • Add a Search Bar in list selections, such as currency, to quickly find items • Global Search now supports user authorization for a more secure experience • Resolve an issue with Visit Attachments • Fix problems related to Mashup with Parameters

NEW FEATURES • Individual Customer - List, Detail Tabs and Expanded Header • Registered Products - List, Detail Tabs and Expanded Header • Case - List, Detail Tabs and Expanded Header BUG FIXES • iOS18 bug fixes ADDITIONS • Navigation added to Detail screens from Timeline line items • Performance improvements • Task - Mobile Admin Configuration adoption for List, Create, Detail Tabs, Expanded Header and Edit

NEW FEATURES • Individual Customer - List, Detail Tabs and Expanded Header • Registered Products - List, Detail Tabs and Expanded Header • Case - List, Detail Tabs and Expanded Header BUG FIXES • iOS18 bug fixes ADDITIONS • Navigation added to Detail screens from Timeline line items • Performance improvements • Task - Mobile Admin Configuration adoption for List, Create, Detail Tabs, Expanded Header and Edit

BUG FIXES • Issue with widget data and font has been fixed. • Bugs when using iOS 18 have been fixed. • Issues while using map have been fixed.

BUG FIXES • Update logo for login screen • Load attachment preview • Handle insights crash when the value is very long • Show contact and account hyper notes • Block popup for showing calendar access for system events • Code List Restrictions(CLR) extension • Map account quick view in sales history tab • Avoid multiple initializations of list view model for ChardCard • Remove onTap while performing swipe actions when save • Handle remove attendee • Notes section is unavailable while creating an appointment • Handle additional popup upon tapping call icon in Parties tab • No data issue in Sales Phase list in edit case and advanced filter