Release 2024.7.1: Summer Speed Boost
Pipelines: Mobile-First Performance
- Kanban view becomes default for mobile users
- Load times reduced from five seconds average
- Added shift select to select multiple prospects easily
- Deal filtering improved with exact tag matching
- Shift-select enables bulk prospect row selection
- Custom fields automatically create new pipeline columns
Import / Export Functionality: Power User Controls
- Custom column creation during CSV imports
- Bulk template export with field mapping options
- Error handling with detailed validation reports
- Cross-pipeline data migration with field preservation
AI Features: Smarter Deal Intelligence
- Auto-rating analyzes deals via email ingestion
- Chrome extension rates prospects using thesis
- Pipeline-specific toggles control AI note taking
- Deal memo writing handles complex file formats
Files & Integration: Seamless Connectivity
- Zapier integration supports Google Drive synchronization
- File upload and download APIs enable automation
- Folder creation through external service triggers
- Data room speed improvements enhance user experience
Start Funds: Streamlined Onboarding
- Dashboard focuses on essential LPA statistics
- Onboarding automation eliminates manual setup steps
- Inline forms improve completion user experience
- LP signing process includes guided walkthrough
Back Office: Enhanced Compliance
- Chart of accounts supports parent-child filtering
- Large transaction notifications alert accounting team
- Bank account connections require ledger mapping
- Document signing process includes proper voiding
Base Platform: Foundation Improvements
- Base thread loading speeds doubled overall
- Email notification bugs resolved for reliability
- Global activities pagination functions correctly
- Bug reporting tool streamlines issue submission
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Thanks for following along with our feature marathon! We've shipped more updates than a fulfillment center during the holidays, and we're just getting started.
Need help? Partners should contact their VA first, and everyone else can join the conversation in the Hub Support Channel. Our team is standing by, probably debugging something as we speak.