What’s new?

We improved how field dropdowns rank search results along with a refreshed UI in workflow trigger filters. When you search for a field, the best match now appears at the top, whether it is a standard field or a custom field.

How it works

While searching, all matching fields appear in one list under search results, just like before. When you clear the search, the dropdown returns to the normal Standard Fields and Custom Fields sections.

How to use it

• Open a workflow trigger filter, such as Contact Changed → Filters.
• Search for a field in the Field dropdown.
• Pick the best match from the top of the search results.

Why we built it

Users had to scan long field lists because exact or better matches could appear lower in the dropdown. This update makes field selection faster and more predictable.

Additional Notes

• Applies wherever this field dropdown is used in the workflow builder.
• Search results still appear under the single Search Result header.

Preview

You can now reorder your pipelines directly in the Opportunities pipeline view. Rearrange pipelines by drag and drop, or move one to an exact position from the Actions menu — and the order sticks across page refreshes.

What's New

• Drag and drop to reorder pipelines in the Opportunities pipeline view.
• "Move to position" option in the three-dot Actions menu for precise repositioning, including moving a pipeline across pages.
• The reordered pipeline order persists across users and is a location-level setting.
• Only admins can reorder pipelines in a location.

How to Use

• Go to Opportunities → Pipelines.
• To reorder, drag any pipeline by its handle to your preferred position.

• Or click the ⋯ (three-dot) Actions menu on a pipeline and select Move to position to place it at a specific spot.

• The new order saves automatically — no extra steps needed.

Why This Feature

Previously, the pipeline list order in Opportunities was fixed and couldn't be customized from the UI. Users managing multiple pipelines had no way to prioritize or surface the ones they use most beyond naming conventions. This update puts that control directly in users' hands, right from the pipeline view.

The pipeline dropdown now includes an All Pipelines option, giving you a single, consolidated view of opportunities across every pipeline at once.

What's New

A new All Pipelines option has been added to the pipeline dropdown.

When selected in List view, it displays opportunities from all pipelines in one unified list.

The option is available only in List view — it is disabled in Kanban (Board) view.

Smartlists saved from the All Pipelines view are List type only; Kanban board Smartlists are not supported for this view.

How to Use

• Go to Opportunities.
• Switch to List view.
• Open the Pipeline dropdown and select All Pipelines.

• Browse opportunities across all pipelines in one place.

• Optionally, save the view as a Smartlist (List type only).

Note: The All Pipelines option is disabled in Kanban view — switch to List view to enable it. Smartlists created from this view are always List type; the Kanban board is not supported.

🧭 Overview

We've improved how appointments are organized within the Contacts and Conversations tabs to make it easier to quickly understand what’s coming up next and what happened most recently.

Previously, appointments were not always displayed in the most intuitive order, making it harder to identify the next upcoming appointment or the latest completed interaction.

With this enhancement, appointments are now sorted chronologically based on their status, helping users navigate customer interactions more efficiently.

✅ What's New?

⏭️ Upcoming Appointments Sorted by Nearest First

Upcoming appointments now appear in ascending chronological order.

The appointment happening soonest will always be shown at the top of the list.

Example

If a contact has appointments on:

• June 10
• June 15
• June 20

The June 10 appointment will appear first, followed by June 15 and June 20.

⏮️ Past Appointments Sorted by Most Recent First

Past appointments are now displayed in descending chronological order.

The most recently completed appointment will appear at the top of the list.

Example

If a contact previously had appointments on:

• June 1
• May 25
• May 10

The June 1 appointment will appear first, followed by May 25 and May 10.

👀 Quick Access to Appointment Details

Users can now view the appointment details directly from the Appointments tab by using the "View" action, making it easier to review details and take action without navigating elsewhere.

🎯 Why This Matters

• Makes upcoming appointments easier to identify.
• Surfaces the most recent customer interactions first.
• Reduces time spent searching through appointment history.
• Creates a more intuitive experience inside Contacts and Conversations.

This update ensures appointment information is presented in a way that naturally aligns with how users manage customer conversations and follow-ups.

🧭 Overview

We've improved how appointments are organized within the Contacts and Conversations tabs to make it easier to quickly understand what’s coming up next and what happened most recently.

Previously, appointments were not always displayed in the most intuitive order, making it harder to identify the next upcoming appointment or the latest completed interaction.

With this enhancement, appointments are now sorted chronologically based on their status, helping users navigate customer interactions more efficiently.

✅ What's New?

⏭️ Upcoming Appointments Sorted by Nearest First

Upcoming appointments now appear in ascending chronological order.

The appointment happening soonest will always be shown at the top of the list.

Example

If a contact has appointments on:

• June 10
• June 15
• June 20

The June 10 appointment will appear first, followed by June 15 and June 20.

⏮️ Past Appointments Sorted by Most Recent First

Past appointments are now displayed in descending chronological order.

The most recently completed appointment will appear at the top of the list.

Example

If a contact previously had appointments on:

• June 1
• May 25
• May 10

The June 1 appointment will appear first, followed by May 25 and May 10.

👀 Quick Access to Appointment Details

Users can now view the appointment details directly from the Appointments tab by using the "View" action, making it easier to review details and take action without navigating elsewhere.

🎯 Why This Matters

• Makes upcoming appointments easier to identify.
• Surfaces the most recent customer interactions first.
• Reduces time spent searching through appointment history.
• Creates a more intuitive experience inside Contacts and Conversations.

This update ensures appointment information is presented in a way that naturally aligns with how users manage customer conversations and follow-ups.