August 31, 2025 Release Notes

Now Available

  • Portfolio Management 2.0. The enhanced Portfolio Dashboard is live, offering deeper program insights and new widgets to guide strategy and growth.

Product Updates

  • Unverified Sales Questionnaire enhancements. Added an example CSV in preview, improved the “Send now” flow (including showing/returning activity dates with results), and refined error handling.

  • Core/Wholesale uploads. Successful rows remain locked/read-only; re-submissions avoid reprocessing already-valid rows.

  • Exports. The first day in your selected date range now consistently appears in Sales exports.

  • Hyperlink field. Minor update to ensure URL changes reflect as expected.

Bug Fixes

  • Prevented duplicate “open” tasks when editing the Internal tab.

  • Fixed bulk import behavior when a sheet contains only invalid rows.

  • Corrected hyperlink field syncing to component websites.

  • Improved reliability when unarchiving accounts.