BUG FIXES
• Fixed the Sales order creation for individual customers.

BUG FIXES
• Resolved an issue affecting Hypernotes in Opportunity entity
• Resolved an issue with Siri Notes

NEW FEATURES
• Smart Notifications (location- and activity-based) to help sales reps stay informed and improve efficiency
• Custom Labels Support to display admin-configured labels across the app
• Business Card Scanner Enhancements – Create entities directly from the home view using the business card scanner.
• Graphical Signatures – Ability to add graphical signatures to sales quotes
• Case Creation from Sales Orders – Create cases directly from a sales order
• Enhanced Product Details – New header actions including Edit and Favourite
• Workspace Configuration – Enable or disable added workspaces via mobile admin settings
• Registered Products Integration – View registered products and associate them with opportunities from opportunity details

NEW FEATURES
• Visit Create - Added Notes section during visit creation.
• Sales Order - Case creation is available in the details screen.
• Sales Quote - Graphical Signature support added to capture signatures within quotes.
• Product - Edit and Favorite actions added to the details screen.
• Opportunity - Products can now be added via Product Recommendations.
• Opportunity & Lead - Start date sorting added to list views.

NEW FEATURES
• Product List & Details: Browse product lists and open product details directly in the app.
• Phone Call Support (Admin Controlled): Phone call behavior now follows the Mobile Admin configuration, based on the fields configured by the admin.
• Siri Voice Search & Actions: Use Siri Voice Search to find entities faster and perform frequent actions hands-free.
• Daily Catch-Up Improvements: Daily Catch-Up support to order items using a priority score, helping you focus on the most urgent and impactful activities first.
• Access-Based Query Visibility: Create/Edit shows only queries you have access to, improving relevance.

NEW FEATURES
• Introduce subscription contract with list and details view with tabs and mashups.
• KPI cards for Visits, Sales Orders, and Sales Quotes now support MACS adoption.
• Duplicate checking has been enabled for lead creation to improve data quality.
• Surveys have been enhanced with master data support, including accounts, contacts, employees, and partners.
• Survey UI enhancements include replacing audio button and checkbox with dropdown as list-type selection.
• Sales and activity history are now available for individual customers.
• CPQ quote integration is now supported.

NEW FEATURES
• Added support for Bring Your Own Geocodes (BYOG) to enhance account location services
• Home Page improvements with KPI and Application cards now fully respect admin configurations
• Honored single entity labels from Mobile Admin Service to support language adaptation
• Added Log Call support directly from Sales Order
• Enhanced visit execution with additional visit rule checks
• Introduced an option to create Ship To Sales Orders from Visit or Individual Customer or Account screens
• Added mashup support in Sales Quote and Sales Order Product details
• Upgraded Advanced Filter with Include and Exclude filter capabilities
• Added support for generating summaries for completed Surveys

BUG FIXES
• Added new section to include Sales Data fields in the Individual Customer creation flow, along with a dedicated Additional Data tab to view Sales Data and Addresses in the detail view.
• Fixed an issue where the Preferred Language was not applied during the SSO login flow.
• Added support to view Pre Visit Brief and Post Visit Brief details.

NEW FEATURES
• Enhanced permissions: The app now respects read/write permissions for each entity, allowing finer control over editing and creation.
• Smarter activity management: Status options are now restricted based on code list restrictions.
• Improved swipe actions: Entity list swipe actions now adapt dynamic properties for a more intuitive experience.
• Lead Booster access: Users can now view the Lead Booster summary for Prospect-type accounts.
• Duplicate prevention: Added duplicate check flow when creating Contacts and Individual Customers.
• Richer account details: New Sales History and Activity History tabs are available in Account details.

NEW FEATURES
• Added support to link “Related Accounts” to a contact.
• Introduced duplicate check when creating an account for more accurate data.
• Added copy support for Lead and Opportunity records.
• Sales Quotes now support approval actions directly from header actions.
• Enabled dynamic actions for header and create actions across all entities.
• Enhanced custom filter support for all list views.
• Improved warning and error banner design for better clarity.

BUG FIXES
• Email actions now open in your chosen default email app (Mail, Gmail, etc.).
• Lead creation now respects Account/Contact status for better accuracy.
• Fixed an issue where the Add Party screen appeared blank when the device language was not English.

NEW FEATURES
• Added support for Quick Filters on the Opportunity List.
• Users can now customize logo image in the backend.
• Additional actions available from the Header in Visit and Task details, with full support for Dynamic Property rules.
• Pre-defined rules now restrict Check-In/Check-Out in visits.
• New header actions in Sales Order details: Check Consistency, Transfer Order, Submit for Approval, Finish, and Set to Completed.
• Ability to create Sales Orders directly from the Sales Order List view.
• Improved refresh token handling for more reliable sessions.
• Added a new “Planned Activities” tab in Case details.

NEW FEATURES
• Enhanced usability across all survey-related flows
• Added support to generate PDFs for completed surveys via swipe actions
• Pull-to-refresh is now supported across key views
• Additional Sales Data fields are now available in the Account creation flow
• View custom key metrics on the Account details screen
• Dynamic Actions support extended to Sales Quotes, Contacts, Sales Orders, Individual Customers, and Appointments
• Improved user experience when adding products in Sales Orders and Sales Quotes

BUG FIXES
• Duplicate To‑Do entries resolved: Fixed a bug where activities were duplicated in the To‑Do tab after moving to the next step via the Playbook card in Opportunity details.
• Performance improvements: Addressed other performance-related issues in the Opportunity detail view to ensure a smoother and more reliable user experience.

BUG FIXES
• Support for Action Configuration and Dynamic Properties for Contact, Sales Quote, and Sales Order Entities
• Improved Swipe Actions for Contact and Party lists with bug fixes
• Enhanced Account Filtering in Sales Quote – the Contact Account filter now defaults correctly to the selected account
• Stability Improvements – fixed an issue where the app could freeze when the network connection is lost

NEW FEATURES
• Added Planned Activities tab in Sales Order details
• Enabled Add Products to Cart from Sales Order
• Supported Copy Action for both Sales Quotes and Sales Orders
• Enabled editing of Pricing and Schedule Lines in Sales Quotes
• Supported Create, Add, and Remove Opportunity at item level in Opportunity Hierarchy
• Added support to View, Manage, and Add Parties in Task and Appointment details
• Enabled Advanced Filters in Lead, Order, and Quote lists
• Supported Withdrawal of Approval for Opportunity, Quote, and Order Approval Processes.

NEW FEATURES
• Support for custom code lists in extension fields
• Sales order simulation with products in cart
• Ability to create or add sales order from Opportunity, Task, Visit, and Appointment details
• PDF previews and summaries for Sales Quotes and Sales Orders
• PDF previews and summaries for Visits and Leads
• Support for logging calls for individual customers
• Support for custom queries in the Visit list
• Support for dynamic property adoption to change or override attributes of standard/custom fields based on rules
• Support for tab visibility control using dynamic properties
• Support for object detail header actions controlled by dynamic properties/rules
• New design for header action menu.
• Fix allowing Opportunity to be moved back to earlier phases

BUG FIXES
• Bug fixes for Competitor filters and Task status update
• Appointment time selection and attachment deletion issues resolved
• Account creation and Calendar map view improvements

NEW FEATURES
• Added support for Sales Quote Simulation to evaluate quotes before finalization.
• Introduced Sales Order Simulation to preview and validate order data.
• Enabled the ability to create External Orders directly from Sales Quotes.
• Integrated CPQ Quote creation from Opportunities, streamlining your sales process.
• Mashups can now be accessed as a Work Center or as part of the menu, for easier navigation.
• Added Bulk Edit support for products in Sales Orders to speed up order management.

BUG FIXES
• Mashup Integration Fixes: Resolved issues related to mashup functionality for a smoother experience.
• Visit Tab Loading Issue: Fixed a bug where Visit tabs were not loading properly when accessed from Planned Activities.
• Sales Quotes in Opportunity Page: Sales Quotes display correctly now on the Opportunity detail screen.
• Visit Status Update from Calendar: Bug fix related to setting visit status from Calendar.
• Playbook Use Case Improvements: Fixes enhancing playbook flow.

NEW FEATURES
• Case Management: Create cases for different case types, improving issue tracking and resolution.
• Sales Quote Details: Add Approval and Related Entities tabs for enhanced context and workflow efficiency.
• Territory Enhancements: View Territory details on Visits, Leads, and Sales Orders, providing better visibility into assigned regions.
• Sales Order & Quote Simulation: Simulate Sales Orders and Sales Quotes to evaluate potential outcomes before finalizing.
• Visit Details: Introduce an Involved Parties tab to add/display all key participants in a visit.

NEW FEATURES
• Support Caching – Download objects and access them in read-only mode, even without a network.

NEW FEATURES
• Sales Order Details: New Approval & Related Entities tabs for better insights.
• Visit Support: Easily add attendees to your visits.
• Territory Enhancements: View Territory details on Visits, Leads, and Sales Orders.
• Survey: New Survey tab for Individual Customer.

BUG FIXES
• SSO improvement to support Microsoft Authenticator app for authentication

BUG FIXES
• Enhanced Mashup Parameters – Improved handling for smoother integrations
• Opportunity Territory Fixes – Refinements to ensure accurate territory assignments
• Expanded Global Search – Now includes additional objects for better result
• Code List Restriction Support – Enables controlled status updates for Opportunities and Leads
• Case Object Enhancements – Now supports extension fields for greater flexibility

NEW FEATURES
• Enable Sales Order workspace by view and manage Sales Orders with list, details, PDF preview, and create Sales Order from Sales Quote
• Introduce Competitor workspace by view and manage Competitors with list, details, and create
• New Territory Tab in Details view of Account, Opportunity, and Sales Quote
• Support add and remove of Related Entities in Sales Quote Details view.
• Support navigation to Competitor Product Details view.