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Release Notes 159 - 1/3/27

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New Features/Enhancements

Highlights

Social Media: new activity report

As part of our continued expansion of compliance reporting tools, users with access can view all social media post activity and download to one excel file to share with others as needed.

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Improvements / Bugs

Email Report: improved email report performance to account for larger data sets.

New Custom Fields: Added another 50 custom fields for client use.

Lending QB LOS: now will read which borrower is defined as “Primary” on the Lending QB application.

Task Management Page Email Report Bug: link was failing to load report. Resolved.

My Pipeline Customer Type dropdown Bug: Partners customer type was causing an error. Resolved.

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