Release 1.39.0 Overview: Built Around Everyday Efficiency and Security

Release 1.39.0 is a maintenance release focused on improving the everyday processes teams rely on. It expands the client information available through standard fields, simplifies assignment and role management, refines import and export processes, and makes platform administration and system operation more reliable.

 

Client Data and Assignment

 

Managing client records involves several connected processes, from importing data to assigning ownership and organizing records for daily work. As these workflows grow, unnecessary manual steps can slow down both employees and administrators. To simplify these workflows, we introduced several practical improvements:

 

• Multi-language Client Import: Users can now prepare and import files using column headers in all supported CRM languages and standard API field names, making data from different systems easier to process.

• Change manager permission: Administrators can restrict who is allowed to move Clients and Actions to another manager, protecting lead ownership across manager portfolios.

• Assign to me: Employees can now take ownership of supported records with a single click, reducing unnecessary assignment steps.

• Age and Gender as standard client fields: We added Age and Gender to the standard client data set, allowing teams to segment and filter records without creating additional Custom Fields.

 

As a result, client data is easier to import, organize, and manage, while administrators retain clear control over record ownership and reassignment.

 

Data Views, Export, and Import

 

Business data often moves between the CRM, external files, and internal reports. Teams need to review information quickly, make routine updates, and resolve data issues without interrupting everyday work.

 

Client and Transaction exports now display names instead of technical identifiers where applicable, making reports easier to review. Date fields support direct keyboard editing, allowing faster updates during routine work.

 

The import process has also been refined: error notifications now remain open and support scrolling, allowing teams to review every failed record before correcting the source file and importing it again.

 

Security and Platform Reliability

 

When an issue occurs, support and security teams need to determine what happened, which part of the platform was affected, and what requires attention. Organized system information shortens the investigation process and helps teams respond faster by making logged activity easier to follow.

 

Our system logs now display human-readable values instead of technical identifiers, giving administrators a clearer view of recorded activity and relevant changes.

 

Release 1.39.0 also includes a Zero-Vulnerability Security Pass covering a series of updates that address identified vulnerabilities and strengthen overall platform protection. The security improvements reduce potential risks and support more secure day-to-day operations.

 

While each improvement supports a different workflow, together they make everyday CRM work easier to manage. Teams spend less time on routine administration while benefiting from clearer business information and a more reliable platform.