January 25, 2026
Partners can update a deal's key stakeholders with new contacts
Partners can now add new contacts to a deal, as well as linking existing ones.
The Lead Contact form you've configured for portal use is presented for them to add the detail.
January 18, 2026
Quick access to the contact details for the sales rep handling a deal
Partners can access and copy the email address of the sales rep assigned to a deal. There's a mailto: link in the Deals list, and an option to copy the email address in the deal details.
January 11, 2026
Bug fix release.
January 04, 2026
Prevent unsafe characters in custom field and tag category names
It’s no longer possible to create custom fields or tag categories that use non-alphanumeric characters in their Internal Name. These characters can cause data issues further down the line, for example in exports. The name should only consist of letters, numbers, spaces, and underscores.
The Display Name for these type of object can include non-alphanumeric characters.
Comments
Please sign in to leave a comment.