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Release Notes: V142

See what features, functionality and fixes were shipped in Version 142 (August 2025).

Updated over a week ago

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Did you know...we've delivered almost 500 of your ideas, logged and voted on via the Feedback Portal? With several more in Preview and some of the most highly voted ideas currently planned or in development, we'll soon be delivering even more of your best ideas and contributions!

🤝 Shared Dashboards

We’ve introduced dashboard sharing, a new feature that enables you to share your personal CRM dashboards with specific colleagues to enhance team collaboration. Through a simple sharing interface, you can select which users have access to your custom dashboards, and they'll receive a direct link to view the insights and metrics you've curated. Your dashboards remain secure with built-in permission controls ensuring users only see what they're authorized to view, while the personalized nature of your dashboard setup remains unchanged. This feature makes it easier for teams to align goals, track progress together, and share key insights without compromising individual workspace preferences, ultimately improving visibility and collaboration across your CRM workspace.

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📊 Goals Integration for Dashboards

You can now transform your dashboards into powerful goal-tracking centers with our new Goals tiles. This feature allows users to visualise and monitor progress across single user goals, multi-user team objectives, company-wide targets, and customer-specific goals. Administrators can add any configured Goal type to dashboards, with non-admin users able to add their own personal goals. The Goals tiles feature intuitive progress charts with detailed tooltips that reveal exact values, making it easy to see precisely where you stand. By bringing your strategic objectives directly into your dashboard view, teams stay aligned, motivated, and focused on achieving their targets.



🐛 Other Fixes & Enhancements

  • Added Excel import for Distributor account codes

  • Added support for Mailchimp "Cleaned" status webhooks to better track email deliverability

  • The "X but not Y" report has been rewritten to improve performance on large datasets

  • Added digit grouping to AI Email Generation quota and Mailchimp Contact limit for improved readability

  • Removed the "Activities and Tasks are changing" banner from the Activity Timeline when new Tasks are enabled

  • Improved text resizing of dashboard tiles

  • Save to CRM now correctly shows the user who saved the email as "Created by" instead of “System”

  • Fixed new record screen customisation not properly considering included records on combined entities

  • Fixed Sales Value statistics incorrectly handling financial years

  • Fixed Outlook Save to CRM direction sometimes being set incorrectly

  • Fixed formatting issues with bullets and numbered lists in Notes not appearing after saving

  • Fixed expected payment option display issues in mobile view

  • Fixed error details not being returned properly for Xero errors

  • Fixed emails with some Unicode characters saving as invalid characters when using Outlook desktop

  • Fixed Calendar showing incorrect "speak to an admin" message for admins without calendar access

  • Fixed web groups dropdown getting cut off on product item entity

  • Fixed re-enabling disabled webhooks not properly recreating the subscription

  • Fixed bulk updating "Assigned to" on task preview occasionally failing

  • Fixed Chrome triple-click selecting only first character instead of entire field

  • Fixed duplicate customer notification emails being sent during bulk updates

  • Fixed Workspace user revocation leaving users partially licensed

  • Improved the performance of integration related queries for the Australia region

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