2026-07-28

• AI-Powered Filtering: Introduced a new AI filter for Partners that allows you to search by describing what you want to see in plain English (e.g., "partners with red sanctioned status").
• Enhanced Order Documents: Shipment documents now display total amounts in their original currency via tooltips, and company names are now included in shipping and billing layouts.
• Expanded Partner Information: Added new fields for contact email and mobile phone numbers within partner address records.
• Improved Permission Controls: The "Opportunity" field on orders is now automatically hidden for users who do not have the required permissions to view it.
• Dashboard & Activity Updates: Improved the accuracy of "Upcoming" vs. "Past" activity categorization using due dates and added a requirement to select specific records when setting up certain KPI widgets.

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