NEW FEATURES • Quick creation of Individual Customers, Accounts, or Contacts using Business Card Scanner (supported on iPhones with Apple Intelligence) • Hypernotes support in Opportunity • New tabs in Opportunity details: Installed Base and Functional Location • Create Opportunity from Subscription Contract details • Add products from past orders when creating Sales Orders and Quotes • Download support extended to Products, Subscription Contracts, Sales Contracts, Phone Calls, and more • Validation errors now shown as banner messages instead of generic toasts • Improved survey exception handling

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.

NEW FEATURES • Product and Tracking List Enhancements: Registered products are now included under the Product and Tracking List tabs in contact details. • Contact Management Improvements: Added support for creating contacts directly from the Account Detail Header Action. • Extension Field Support: Array-type (multivalue) fields are now supported for extensions. • Opportunity Approvals: Introduced support for both single-step and multi-step approvals for opportunities. • Individual Customer Selection: Added support for selecting Individual Customers in create scenarios. • Mashup with SSO Integration: View Mashups seamlessly using Safari Tabs for better integration with Single Sign-On (SSO). BUG FIXES • Resolved various customer-reported issues for a more reliable experience.

BUG FIXES • Issue with Mashup with parameters is resolved. • Related entities tab in the Lead detail is enabled. • Bug fixes related to iOS 18