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Released v2025.12

· 2 min read

Our early-December 2025 release brings improved visibility into ingestion workflows, smarter task handling, better document and quote management, and important security updates — all aimed at enhancing reliability and usability across the platform.

Here’s what’s new:


Added

  • Checklists & Forms

    • Introduced task repeatability for form fields, making recurring data entry smoother and more structured.
  • Ingestion

    • Added success and failure counts across all ingestion workflows for improved visibility into processing results.
  • Quotes & Contacts

    • When creating a quote or contact, the options shown in the organization and contact dropdowns now respect your access permissions:
      • Users with organization read access will see all organizations.
      • Users without organization read access will see their own organization only.
      • Contacts shown depend on whether you have access to the Contacts app and its data, showing only relevant contacts under your organization if access is limited.

Fixed

  • PDF Viewer

    • Fixed an issue where child manuals in dynamic manuals lost PDF outlines and annotations, so all document structure and notes are now preserved.
  • Manuals

    • Resolved an error preventing users from uploading new document versions.

Security

  • Applied platform-wide security updates to ensure safer and more reliable operations.

That’s all for the early December release — bringing clearer ingestion insights, smarter task workflows, improved document and quote management, and stronger security across the platform.

Released v2021.12

· One min read

We're excited to introduce a series of upgrades, enhancements, and bug fixes that further enhance your experience. Let's dive into the latest enhancements:

Added

  • Enhanced PDF Annotation: Easily annotate PDFs during system creation and updates for better documentation.

  • Improved Dealer Mapping: Streamlined asset management with a new step for mapping assets with dealers on the create and edit asset pages.

Released v2021.11

· One min read

We're excited to introduce a series of upgrades, enhancements, and bug fixes that further enhance your experience. Let's dive into the latest enhancements:

Added

  • Enhanced Reporting: Added date range and asset filter options to reports in the outcomes app for better data analysis.

Released v2021.10

· One min read

We're excited to introduce a series of upgrades, enhancements, and bug fixes that further enhance your experience. Let's dive into the latest enhancements:

Added

  • New Report Management Page: Introducing a dedicated page for saving and viewing reports, providing easy access to essential data insights.

Released v2021.07

· One min read

We're excited to introduce a series of upgrades, enhancements, and bug fixes that further enhance your experience. Let's dive into the latest enhancements:

Added

  • User Hierarchy API: Added an API to retrieve user hierarchy information, facilitating better user management and access control.