Product Enhancements – Release Notes July 2021

Product Enhancements – Release Notes July 2021

We are happy to announce some new enhancements & fixes:
(Last Released: July 30, 2021)
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  • Added notifications of unsaved changes when closing an appointment or task drawer
  • Added ability to cancel and revert changes in appointment and task drawer
  • Updated UX for deleting tasks and appointments

Task List

  • Redesign Create task functionality on the HomeBoard
  • Redesign Create task functionality on the HomeBoard
  • Updated functionality of tasks, sub tasks and recurring tasks
  • Updated task display for mini calendar
  • Updated prioritization and due date functionality for completed tasks
  • Updated functionality of Roles and Goal filters


  • Updated display and functionality in week and month view for all-day appointments
  • Updated functionality for appointment and task detail drawer, private appointments, and task delegation
  • Updated the appointment drawer duration functionality
  • Updated display of future month events on calendar
  • Added custom views to full calendar mode
  • Enhanced guest functionality for appointments
  • Enhanced display options for contact Birthdays
  • Updated functionality for calendar resources


  • Added global filters to custom dashboards
  • Enhanced dashboard experience to include Role based security
  • Added new Opportunity Funnel widget to dashboards

CRM Objects

  •  Added sub tabs on creating an appointment within an objects will not show the sub-tabs
  • Updated functionality for object history
  • Updated functionality on Purchase Orders teams

Project Management

  • Updated linking of project tasks from HomeBoard to the respective projects
  • Update profile functionality to display projects on HomeBoard
  • Added functionality to create a project from the HomeBoard
  • Updated functionality for Project and project task advance search
  • Updated project filters for task list
  • Introduced new gantt chart for projects


Weekly Planning

  • Updated display of appointment in weekly planning calendar
  • Updated functionality of Roles, Goals, Goal Milestones and Goal tasks

Vision Board

  • Added  Functionality to create roles and goals from HomeBoard