October 2026 | 2026.1.8

🔔 It is best practice after all upgrades, that users do a hard refresh to clear their browser’s cache. Regardless of browser or keyboard, all users should be able to do this by holding down their CTRL key while clicking the refresh arrow next to the URL bar.

IQEssentials

Updates

• PPD-4842 My Work > Pipelines > Rate Expired Card: Increase font size of “Rate Expired” text and add card outline to increase visibility
• PD-4841 Reports > Views (Any) > Group and Subgroup Rows: Right Align Currency / Numbers
• PD-4803 Reports > Views > Names: Add Age as a filter and adjustable column (The > operator means greater than or equal to; the < operator means less than or equal to. The symbols will be corrected in a future release.)

Bug Fixes

• PD-4844 Home > My Activity > Specific Widget Arrangements: The last row of a drilldown with more than 5 rows will be fully visible instead of half visible
• PD-4839 Home > Today’s Activity Widget: If item is deleted/canceled then refresh widget automatically
• PD-4837 Limit QuestEmailService to send max 29 emails per minute due to Outlook 365 limitation
• PD-4834 Various locations: Numerous field alignments and scaling issues have been corrected
• PD-4831 Reports > Views > Connections: Populate Job Title Column when data is present
• PD-4812 Manage Work > Review Leads will no longer show incompete results due to an underlying filter assumption
• PD-4805 Reports > Views: Improved code for Group Average Divisor, AvgSum Aggregate Rule, and Contribution Rule Export. If rate field is displaying as 0%, it will now display the accurate rate.

Module Specific

Bug Fixes

IQCollections

• PD-4836 Manage Work > Assigned Cases: Some filter columns with no options to select now have the options restored

IQLeads

• PD-4826 Name Detail > Activity + Reports > Views > Leads: Display note text on open System Generated Leads

IQMarketing/IQProspects

• PD-4846 Manage Work > Campaigns > Individual Assign: The individual assign and bulk assignment (within Individual Assign path) list of individuals will match
• PD-4845 Manage Work > Campaigns > Step 4: Require Campaign Name before user can click to save as draft or publish

September 2026 | 2026.1.7

➡️ More significant items are indicated with this symbol. As this is highly subjective, we still encourage you to read the full release notes.

🔔 It is best practice after all upgrades, that users do a hard refresh to clear their browser’s cache. Regardless of browser or keyboard, all users should be able to do this by holding down their CTRL key while clicking the refresh arrow next to the URL bar.

IQEssentials

Updates

• PD-4731 Name Detail > Connections > Create New Contact: Leave Primary Owner null for the newly created name
• ➡️ PD-4736 Name Detail > Connections: Rename “Center of Influence of / Center of Influence for” to “Center of Influence / Influences”
• ➡️ PD-4733 Name Detail > Connections: Rename “Contact of / Contact for” to “Contact / Contact at”

​Bug Fixes

• • PD-4772 Admin > Roles Matrix > Export: Export will now display Yes value for selected permissions
  • PD-4796 Admin > System Settings > Lead Types > Lead Instructions: Allow user to nullify the description field to remove text
  • PD-4793 Admin > System Settings > Role Matrix: Align checkbox to column header
  • PD-4776 Home > My Activity > Manager Follow-Up Widget/My Campaings widgets going in Column 1 when Edit Layout says Column 2
  • PD-4786 Lead Detail > Close Lead: Remove the Missing Asset Icon
  • PD-4801 Lead Detail > Contact Card: Contact Exceeded will display with correct scaling
  • PD-4787 Manage Work > Leads > Edit Assignments > Assign To Last Touch: Do not bulk assign to archived employees;Leave those unassigned instead.
  • PD-4800 My Clients > Column Header: Tooltip for Flags icons will no longer show HTML
  • PD-4790 My Work > Leads: Leads with multiple talking points will no longer show as duplicated in list

• PD-4757 Name Detail > Activity Tab: Show accurate text when names are assigned, unassigned, or reassigned
• PD-4773 Reports > My Views/Shared Views > Any: Filters Missing Search and Select All function
• PD-4797 Reports > Views (Any) > More > Add to My Views: Pop up should appear in center of page
• PD-4809 Reports > Views > Any: Favorited My View will retain column selections after running a Shared View with different column selections
• PD-4795 Reports > Views > More > Update Shared View: Rename header from My View to Shared View
• PD-4804 Reports > Views > Relationship: Rate field now displays exact data (no rounding)
• PD-4771 Reports > Views > Saved Views: Column filters will retained with a saved view
• PD-4777 Update 3 forms permissions to be associated with IQEssentials module instead of IQProspects to support Collections forms

Module Specific

Updates

Incentives

• PD-4617 Improve Logic for Handling Returning Employees

IQMarketing

• PD-4798 Admin > System Settings > Import Names: Repair the Related Contact portion of this import
• PD-4775 Name Detail > Connections: Remove automatic connections for dropped relationships​​

IQSync

• ​PD-4727 IQSync Email Sync Logic Adjustments to not require Contact to Contact XREF entry after Related Contact ID Architecture Change in 2026.1

Bug Fixes

IQCollections

• PD-4762 Collections Case: Update logic so that it displays correct past days due number

IQProspects

• PD-4783 My Work > Pipelines > $ total on header bar: The total should match the visible workflows on the page
• PD-4792 Pipeline Detail > Assignment Task: Completed Assignment task will not reassign when viewing the activity again
• PD-4808 Reports > Reports & Select Report > Views: Export to Excel will generate file
• PD-4807 Reports > Views > Pipeline Activities: Report will now run when specific filter selections are applied
• PD-4756 Reports > Views > Pipelines: Sale Made – New/Transfer/Fee dollars will accurately reflect the total amount of all product sales (no duplication)

Teller Referral Assistant (TRA Toolbar)

• ​PD-4759 TRA Searches for DDA, SAV, and CD should correctly return results based on the product selection

July 2026 | 2026.1.6

➡️ More significant items are indicated with this symbol. As this is highly subjective, we still encourage you to read the full release notes.

🔔 It is best practice after all upgrades, that users do a hard refresh to clear their browser’s cache. Regardless of browser or keyboard, all users should be able to do this by holding down their CTRL key while clicking the refresh arrow next to the URL bar.

IQEssentials

Bug Fixes/Tasks

• PD-4677 Do not show permissions/report views for modules the bank is not licensed for
• PD-4724 Name Detail > Alert > Pop up: Fields are disturbed at higher resolutions
• PD-4730 Name Detail > Details > Delete: Pop up needs branding applied
• PD-4735 Name Detail > Forms: Forms only display immediately after you add a new form and should always be visible
• PD-4725 Reports > Views > My Views: Lost fields after upgrade and changes aren’t retaining

Module Specific

Bug Fixes

IQCollections

• PD-4739 Manage Work > Collections: Assigned To filter column is not working correctly

IQMarketing

• PD-4701 Name Detail > Activity > Email Templates: Fix the spacing on the rows

IQProspects

• PD-4707 Pipeline Create > When Created By user is different than Assign To, capture the Created By user as the user instead of the Assign To
• PD-4702 Pipeline Detail > Assignment Activity > Restore functionality when user clicks Save to send email the activity automatically is set to Complete
• PD-4721 Workflow Builder Publishing might be deleting records from CF_PSC_XREF table?
• PD-4723 Workflow Builder: Error when trying to publish workflow with activities in WF.WF_ACTIVITY_CHECKLIST_ITEM

April – June 2026 | 2026.1.1 – 2026.1.5

➡️ More significant items are indicated with this symbol. As this is highly subjective, we still encourage you to read the full release notes.

🔔 It is best practice after all upgrades, that users do a hard refresh to clear their browser’s cache. Regardless of browser or keyboard, all users should be able to do this by holding down their CTRL key while clicking the refresh arrow next to the URL bar.

IQEssentials
​
Bug/Tasks

• PD-4480 Home > My Activity > Edit Layout: Single width widgets placed into 2nd and 4th columns display in 1st and 3rd columns
• PD-4452 Lead Detail > Lead History: Initial assignment is not logged in lead history
• PD-4459 Pages with issues at 150% scaling
• PD-4549 Admin > System Settings > Roles Matrix: Rename permission CAN_CREATE_PROPECT to CAN_CREATE_NAME
• PD-4616 Home > My Activity Page: Allow empty columns without erroring
• PD-4600 Name Detail > Connections: Related Contact created alongside Name cannot be properly removed from a name
• PD-4593 Name Detail > Relationships > Product Flyout: Fix Rebranding Changes to make the full flyout legible
• PD-3266 Update 3rd Party Providers to More Recent Versions 2026
• PD-4656 Admin > User Management > User Accounts > Update User: Clone User pop-up window is broken
• PD-4676 Advanced Search > Any Type that is Not Name > Do not require Name searches to include middle initial to return matching results
• PD-4671 Create Appointment > Date Field: When creating 2 appointments, the default date on the 2nd one is 1/1/1901 instead of today’s date
• PD-4669 My Clients > Prevent Queue/Search Icon Wrapping at Lower Resolutions
• PD-4666 My Clients Page > Tiers/Flags Column: Fix how these icons are displaying
• PD-4650 Name Detail > Activity: After you update or save an existing item, save and close buttons stop working on activity items
• PD-4662 Name Detail > Alert > Choose Category with Notify Field Required: Need required indicator on Notify field and for form to save when click Save
• PD-4637 Name Detail > Connections Tab: Add Title back to Card view
• PD-4653 Reports > Views > Export to Excel with grouping/subgrouping: Description column is blank
• PD-4652 Reports > Views > Export to Excel: Column header and total rows have black background with black text making them unreadable
• PD-4665 Reports > Views > Leads: Job Function Filter Functioning as Created By Job Function Filter
• PD-4642 Reports > Views > More Actions: More Actions misalign based on scroll status
• PD-4651 Reports > Views > Shared Views: Lost fields after upgrade and changes aren’t retaining
• PD-4638 Update Task Pop-Up window does not scale with scroll bar when opened 2+ times

Module Specific

Updates

Incentives

• PD-4488 Incentive Dashboards: Do not round the data in the UI. Display full .00 cents.
• PD-4465 Team Incentive > Edit Amount > Make all fields (except Note) required

Bug Fixes

IQCollections

• PD-4660 Case Detail > Alert > Account Type: Repair Save Ability
• PD-4602 Case Detail > Case Activity: Adding/Editing Rows
  IQLeads
• PD-4603 Adjust Lead Expiry to Accurately Reflect Setting
• PD-4670 Lead Detail > Lead Note: Remove the character limit of 300 characters from the note field in the wrap up section

IQMarketing

• PD-4590 Improve Responsiveness to Scaling on 3 Query Pages
• PD-4646 Manage Work > Campaigns > New Campaign > Bulk Assign: Button text is not visible
• PD-4657 Manage Work > Email Marketing: User with MY_EMAIL_LISTS permission can access page without also requiring REPORTS permission

IQProspects

• PD-4640 Close Pipeline > Wrap-Up: Scaling scroll bar does not cover full window
• PD-4516 Create New > Pipeline + Name Detail > Details: Source is displaying strangely
• PD-4675 My Work > Pipelines: Spinning Loading Wheel Can ‘Hide’ before ‘Show’
• PD-4664 Pipeline Detail > Forms: Remove display limitation on Forms tab displaying only 25 forms at a time
• PD-4419 Pipeline Detail > Workflow > Form Activity: Pipeline Forms List is Empty except just after adding forms
• PD-4639 Workflow Builder > Checklist Activity: Two Issues
• PD-4619 Workflow Builder: Repair the ability to add and edit a checklist activity to a workflow without spinning or error message​

IQService

• PD-4461 Create New > Service Ticket: Call Type Drop-Down is not filtering by Categories/Reasons
• PD-4513 Create New > Service Ticket: Saving a new ticket with Custom fields produces error
• PD-4451 Create New > Service Ticket: Saving a ticket with an attachment produces an error message
• PD-4519 My Work > Service Tickets: Clicking a column header in Assigned to Other or Closed tables collapses table
• PD-4548 Service Ticket Detail > Description Box with Prefill text: Cursor jumps sometimes
• ​PD-4527 Service Ticket > History > View More should show View All

IQSync

• PD-4654 Appointments were not syncing correctly between outlook and CRM resulting in incorrect meeting vs phone data

Teller Referral Assistant | 26.0.02 – 26.0.02.01

Updates​

• CS-17089 Apply Microsoft Graph Credential Changes for TRA
• PD-4340 Navanta Brand Changes

​Bug Fixes

• Category and Reason Code prefill issues fixed
• Display/scaling issues fixed
• CD-12140 Product Detail Screen Cutting Off Last Product/Service (26.0.02.01 only)

March 2026 | 2026.1

➡️ More significant items are indicated with this symbol. As this is highly subjective, we still encourage you to read the full release notes.

🔔 It is best practice after all upgrades, and essential for this one, that users do a hard refresh to clear their browser’s cache. Regardless of browser or keyboard, all users should be able to do this by holding down their CTRL key while clicking the refresh arrow next to the URL bar.

IQEssentials

Updates

• PD-3846 Add error messages for character limits across all fields
• ➡️ PD-4107 Admin > Dropdowns > Name Alerts Notify Emails: Add ability to require Notify field based on Alert Category
• ➡️ PD-4414 Admin > System Settings > Dropdowns: Change menu name to Configurations
• PD-4366 Admin > User Maintenance > User Accounts: Support email address as search criteria
• PD-4108 Alert Email: Add (Primary Branch) after Created By user in the email [ex. Created By Kate Goodwin (Main Branch)]
• PD-4057 All Panels and Reporting UI Improvement: Add a View More / View Less mechanism
• PD-4058 All Panels and Reporting UI Improvement: Top Align text in all rows
• ➡️ PD-4279 Create New > Lead / Referral: Disable Branch through Attachments until Name + Lead Type are selected and only display error message upon user interaction
• PD-4278 Home > User > Unassigned Leads Widget: Do not show an Unassigned lead that is assigned to Lead Specialist group if user is not a lead specialist
• PD-4379 Lead Detail > Lead History: Add the name of the first employee the lead gets assigned to
• PD-4036 Lead Detail > Referring Branch: Apply consistent logic to how this is set
• ➡️ PD-4101 Lead Detail: Add Attachments to Existing Leads without accessing edit
• PD-4287 Manage Work > Leads > Bulk Edits: Streamline user flow with other similar actions
• PD-4288 Manage Work > Service Tickets > Bulk Edits: Streamline user flow with other similar actions
• ➡️ PD-4215 My Work > Leads > Today Panel: Update filter design to include Not Discussed and Discussed
• PD-3845 Name Detail > Activity Tab: When cancel the original item, also delete the @mentions activity row
• PD-4343 Name Detail > Contact Card > Do Not Email: Add red text “Do Not Email” under client’s name
• PD-4314 Name Detail > Contact Card: Regardless of relationship type, show birthday if birthday is present
• ➡️ ➡️ ➡️ PD-MANY Navanta CRM Refreshed Branding
• PD-4309 New Sys Config to make “Account No.” field required when adding a sale to leads. If you would like to set this field as required, notify us during your upgrade or submit request to support.
• ➡️ PD-3847 Connections > Contacts are now Prospects so that they are searchable and can have their own Activity history. This will also allow Customers to be connected as Contacts.
• PD-4285 Reports > Views > Leads > Adjust Columns: Add filter for lead customer’s primary/alternate Assigned To names plus an Adjustable Column for Primary Owner and Alternate Owner
• PD-4281 Reports > Views > Leads: Add “Created By Job Function” as a filter and group/subgroup
• PD-4082 Reports > Views > Leads: Add the Date Qualified as an adjustable column from user marking lead as qualified/approved/rejected on the Manage Work > Review Leads page
• PD-4385 Reports > Views > Notes / Service Tickets: Alphabetize Category/Reason Dropdown
• PD-4346 Reports > Views > Notes: Add Direction as a Filter, Adjustable Column, and Group/Subgroup
• PD-4348 Reports > Views > Relationships: Add a standard filter and an adjustable column for Opened By
• PD-4282 Reports > Views > Relationships: Add Matures On as a filter
• PD-3404 Sunset Legacy Reporting
• PD-3266 Update 3rd Party Providers to More Recent Versions 2026. (Telerik/Kendo updates will be delayed until a future release.)

​Bug Fixes

• PD-4316 Admin > System Settings > Import Names: After duplicate review repair spinning
• PD-4313 Advanced Search > Name: Restore functionality of With/Without Product Filters
• PD-4274 Create Lead > Lead Specialist Default: Provide correct Lead Specialist dropdown selections when user is not a lead specialist for any leads
• PD-4417 Home > Manager > Appointments > Need to Schedule: Adjust logic so this only returns customers with a contact frequency that is overdue
• PD-4210 Lead Closed as “Sale Made” must populate IS_LATEST and IS_ARCHIVED and added products will show in UI
• PD-4377 Manage Work > Leads > Expiration Column: Populate this column when lead has expiration date for all leads
• PD-4092 Name Detail > Activity: New privacy hide name config option will not show restricted multiple times
• PD-4086 Name Detail > Activity: Pinning a note will work when the table is filtered
• PD-4091 Name Detail > Activity: Table Filter button “Other” will filter correctly
• PD-4078 Name Detail > Prospect Summary Report: Task note will no longer show HTML code
• PD-4190 Reports > Views > Appointments > Export to Excel: Note text will match appointment in all cases
• PD-4351 Reports > Views > Relationships View: Items with matching data must each get their own rows so the number of items is correct
• PD-4090 Update Appointment > Long Appointment History will scroll properly

Module Specific

Updates

IQMarketing

• PD-4268 Email Marketing > View Media: Support images larger than 64k by eliminating the base64 conversion

IQProspects

• PD-4049 My Work > Pipelines > My Activities Filter: Activities that are open but hidden due to conditional logic will not be considered in the filter results
• PD-4272 Pipeline Detail > Custom Tab: Hide custom fields unrelated to this workflow even if there are no custom fields for this workflow
• PD-4349 Reports > Views > Pipelines/Pipeline Activities: Add Pipeline ID as an adjustable column

IQService

• PD-4310 Create New > Service Ticket: Add the Watcher feature to new tickets so the watcher can be notified upon ticket creation
• PD-3844 Reports > Views > Service Tickets: Add Created By Branch as filter and adjustable column and group/subgroup
• PD-4081 Service Ticket > History: Add Code Verification data to history (sent, match, did not match). (Requires customer text verification add on.)
• ➡️ PD-4105 Service Ticket Email Subject Lines: Include ticket number at beginning followed by client name, keep static for conversation groupings in Outlook
• ➡️ PD-4185 Service Ticket Email Template > Description Updated: Add Ticket Status to all emails
• ➡️ PD-4284 Service Ticket Email Templates: Add Ticket Priority Info to all emails

Bug Fixes

IQCollections

• PD-4355 My Work > Collections > Follow-up Date: Date on this page will match follow up date in case detail

IQMarketing

• PD-4353 Campaigns will update Correctly and display correctly in Campaign Reporting

IQProspects

• PD-4395 Manual Entry of Invalid Dates into Date Fields now has a specific Error Message
• PD-4359 Workflow Builder > Assign Activities: When adding a team to Send Email When Complete, they are added to Assigned team
• PD-4191 Workflow Builder > Assignment Activities: User’s Changes to Teams and Send Email Complete will retain
• PD-4363 Workflow Builder > Change Assignment Team: Repair publishing of workflow

IQService

• PD-4361 IQService: Service Ticket Reminders Are Sending on Creation with specific version of Email Service

Teller Referral Assistant | 26.0.0

Updates

• PD-3264 Add SMS/E-Mail info to Service Ticket History
• PD-3723 Add “Former Customer” indication to toolbar in search and toolbar population

Bug Fixes

• Data Quality Alerts > Only “Update” action button will prompt the “Update Successful” message

December 2025 | 2025.4

➡️ More significant items are indicated with this symbol. As this is highly subjective, we still encourage you to read the full release notes.

🔔 It is best practice after all upgrades that users do a hard refresh to clear their browser’s cache. Regardless of browser or keyboard, all users should be able to do this by holding down their CTRL key while clicking the refresh arrow next to the URL bar.

IQEssentials

Updates

• ➡️ PD-3454 Add Proxy Login Indication to all proxy activities in all areas
• PD-3617 Admin > Super Admin > Form Templates: Move menu item and add sys config for admin vs super admin permissioning
• PD-3474 Admin > System Settings > Dropdowns > Name Alerts Notify Emails: Update Error Message to indicate only valid, single email address is allowed
• PD-3779 Admin > System Settings > Lead Types > Action/Edit > Show Attached Document: Remove this legacy checkbox
• PD-3771 Admin > System Settings > Lead Types > Action: Send Reminder Email – Provide this setting on External Relationship Leads and Future Need Leads.
• PD-3757 Admin > User Accounts > Clone: Add an error message if user already exists
• PD-3841 Advanced Search > Note / Ticket: Eliminate “Error occurred” error messages due to non numeric data
• ➡️ PD-3455 Appointment Detail > Add History to Appointments
• ➡️ PD-3602 Appointments: Set default status based on appointment date. If the date/time is changed to a previous date/time, the status will change automatically from the Scheduled status to the Completed status. The exact status terminology varies based on the appointment type.
• ➡️ PD-1859 Auto Merging of Prospects to Customers with exact data match of specific elements is now available by request. The auto merge criteria is an exact name match*, Tax ID, and customer type (personal, business, or both). *Name matches for personal customers are first name last name. Name matches for business are exact full name. Please email our Help Desk for more info.
• PD-3661 Create 2nd config for Vertical IQ so we can enable the contact card link separately from the Vertical IQ tab
• PD-3722 Create Lead / Referral > Preferred Contact field: Add all connections names to this list
• ➡️ PD-3581 Create Lead > Select Lead Type that has Lead Specialists: Select Lead Specialist as the assignment option by default instead of Branch
• ➡️ PD-3806 Create Lead > UI Adjustments: Require user to select client name and lead type before proceeding to other fields. If Lead Specialist is selected and user is a Lead Specialist, automatically prefill their primary branch and name. If user is not a Lead Specialist for the lead type, Assign To and Branch fields will be blank.
• ➡️ PD-3772 Home > My Activity > New Widget: Unassigned Leads
• PD-3834 Home > Today’s Activity Widget: If item is deleted/canceled then refresh widget automatically
• PD-3596 Lead Detail > Change the expiration data display from a 2 month or 1 month rounding to the exact number of days
• PD-3798 Lead Detail > Contact Attempts: Add New Option called “Text Message Sent”
• PD-3728 Lead Detail > Interview > Add A Sale: Enhance Missing Sale error message
• PD-3618 Lead Detail > Display Referral Status and Created By vs Referred By Data in the Lead Detail’s first panel
• PD-3769 Manage Work > Review Leads: Add new filters for Branches and Created By and rename an existing filter
• PD-3374 Name Detail > Activity Tab > Add a row when a Name Level Alert is created
• PD-3447 Name Detail > Activity Tab > Add an Info Updated row when a Contact ID is merged into this contact
• PD-3446 Name Detail > Activity Tab > Add an Info Updated row when change is made to officer assignment
• PD-3608 Name Detail > Alerts: Add Created By field into the Alert pop up and the email alert (if sent)
• PD-3670 Name Detail > Details Tab > Business/Custom Fields: Show value and description in view and edit mode
• PD-3373 Privacy Groups now support a CRM wide option to show or hide the employee name of the user. If you would like to enable this, please email the Help Desk.
• PD-3652 Reports > Views > Appointments: add CRA as a filter and a column IF financial institution uses the CRA field (sys config is enabled)
• PD-3605 Reports > Views > Leads > Group/Subgroup By: Add Created By as an option
• PD-3667 Reports > Views > Leads: Add “Date First Contacted” as an adjustable column
• PD-3619 Reports > Views > Leads: Add Lead ID as an adjustable column
• PD-3651 Reports > Views > Names: Add adjustable column for “Last Activity Description”
• PD-3781 Reports > Views > Names: Add Date of Birth and Birthday as an adjustable column
• PD-3703 Reports > Views > Notes and Service Tickets: Add Archived Reasons filter
• PD-3475 Reports > Views > Notes: Add a new filter and column adjustments for “Date of Note”
• PD-3801 Reports > Views > Relationships > Adjust Columns: Add Source and Source Details fields
• ➡️ PD-3609 Task Detail: Add Task History
• PD-3766 UI Standardization: Small adjustments have been made to the Home Page layout to create more visual symmetry
• PD-3606 When an existing lead is flagged to be a referral, populate the “Referred By” field with “Created By” name

Bug Fixes

• PD-3705 Admin > System Settings > Dropdowns > Profile Questions > Create New or Edit: Profile should say “Personal”
• ➡️ PD-3813, PD-3807 Create New > Lead > Branch Assignment or Lead Specialist Assignment: Referral Checkbox will now remain checked when changing Branch
• PD-3835 Name Detail > Activities: Repair Pinned Note Function. These will now pin as long as there are no filters applied. We will repair the pin when filters are applied soon.
• PD-3764 Name Detail > Attachments > Bulk Upload: The dialog box will automatically close after dragging and dropping files
• PD-3575 Name Detail > Create Lead > Require Preferred Contact Method as applicable
• PD-3838 Reports > Views > Notes / Service Tickets > Category/Reason Filter: Provide correct results if user searches for Category

Module Specific

Updates

IQCollections

• ➡️ PD-3359 Name Detail > Activity Tab > Sort Open/Active IQCollections Cases to the top of Activity tab

IQLeads

• PD-3771 Admin > System Settings > Lead Types > Action: Send Reminder Email – Provide this setting on System Generated Leads. Previously it was only available on user generated leads.
• PD-3138 Admin > System Settings > Leads > Remove Description field as it is a legacy field

IQMarketing

• PD-3591 Admin > Import Names > Wizard Step 3: Provide more options for managing possible duplicates
• PD-3782 Create New > Appointment > Campaigns Drop-Down: Allow Multi-select so user can associate
  one appointment with multiple campaigns
• ➡️ PD-3361 Track attendance for those invited to Events by marking them as attended in the Name Detail > Activity tab, the Event Detail page. This data is also available in the Events View available under Reporting.

IQProspects

• ➡️ PD-3478 My Work > Pipelines: The groups based on target closing date (ex. Past, This Week) are now labeled horizontally and are collapsible and expandable.
• PD-3758 Pipeline Detail > Show Linked Appointments and Notes on History Tab and Details Tab
• PD-3704 Pipeline Detail > Target Close Date > Edit Field: Make the Reason field optional instead of required
• PD-3785 Reports > Views > Pipeline Activities > Adjust Column > Stage Duration: Improve logic for calculating these durations
• PD-3407 Reports > Views > Pipelines: Add Group/Subgroup by Workflow
• PD-3784 Reports > Views > Pipelines > Adjustable Column: Add Total Deposit Balance and Total Loan Balance columns
• PD-3513 Reports > Views > Pipelines: Add “Alternate Owner (Client)” as Adjustable Column
• PD-3476 Reports > Views > Pipelines > Export to Excel/Excel Data: Close Probability % column will have 0 decimal places
• PD-3514 Reports > Views > Pipelines: Rename “Prospect Owner” to “Primary Officer (Client)” in Adjustable Columns
• PD-3379 Workflow Builder: Remove “Multiple” and “DYN” radio buttons for Assignment activities as this is a legacy item

Bug Fixes

IQMarketing

• PD-4034 Name Detail > Activity Tab: Correct display issues for marketing emails sent by Constant Contact

IQProspects

• PD-3677 Pipeline Detail > History Tab: Do not show visible HTML in grid
• PD-3737 Pipeline Detail: Marking Stages as Completed when all visible activities are completed
• PD-3729 Research Workflow Builder Error (publish failed)
• PD-3735 Workflow Builder > Edit Workflow > Publish then Unpublish Changes: Show the changes immediately

IQService

• PD-3763 Manage Work > Service Tickets > Edit Status: Cancel Warnings Sometimes Repeat
• PD-3721 Name Detail > Activity Tab > Create Service Ticket: Repair drag and drop for service ticket attachments in the embedded form
• PD-3839 Name Detail > Activity Tab: When cancel the original ticket, also delete the @mentions activity row
• PD-3795 New Service Request Email: Do not bold Description text if the text is not bolded

June 2025 | 2025.2

➡️ More significant items are indicated with this symbol. As this is highly subjective, we still encourage you to read the full release notes.

🔔 It is best practice after all upgrades that users do a hard refresh to clear their browser’s cache. Regardless of browser or keyboard, all users should be able to do this by holding down their CTRL key while clicking the refresh arrow next to the URL bar.

IQEssentials

Updates

• PD-3186 Add HTML to “Description” fields for Pipeline, Task and Lead/Referral. This can be enabled during upgrade upon request. It must be enabled to use the @ mention feature to send an email.
• PD-3230 Admin > Import Names > Add “Type” as a column (personal, business, both)
• ➡️ PD-3039 Admin > System Settings > Attachments: Restrict by File Types
• ➡️ PD-2607 Advanced Search > Add a Save/Favorite Searches for use later
• PD-3400 Admin > User Maintenance > User Accounts: Password policy will be enforced within admin when a system user’s password is being manually changed within admin
• PD-3205 All Date Filters: Change “Last Week” calculation to be the last full week, not the last 7 days
• PD-3015 Appointment Detail > Adjust pop up and embedded form to show full date in date fields at most resolutions
• PD-3195 At Mention Email Header Text is not correct for all Outlook versions in light or dark mode
• PD-3403 Autocomplete for password fields has been disabled
• PD-3387, PD-3380, PD-3381 Copyright Updates: Update copyright verbiage to comply with company and vendor requirements which link to a new copyright page. Add required copyright statements in code.
• PD-3331 Create Appointment > Adjust End Times > Change ending based on in person vs phone call
• PD-3175 Create Name > Select Client Type of Business/Both: Add “Type” Field from the Details tab (ex. Corporation, Partnership, LLC, etc)
• PD-3157 Home > Appointments Widget > Today > Drilldown: Add column in 4th position for Appointment Status
• ➡️ PD-3115 Home > User > New Alerts Widget
• PD-3406 Lead Detail > Sale Made > Tax ID Field: Limit to 9 characters instead of 20
• PD-3401 Login page: If a user tries to reset a forgotten password, the message will no longer indicate whether the username entered is a valid system username or not. The generic message will be “If that system authenticated username exists, an email has been sent to the associated email address.” Active directory authenticated user accounts (most of them) should not use the Forgot password link on the CRM login page.
• ➡️ PD-3176 Name Detail > Activity Tab: Add a column/icon if there is an attachment on the item
• PD-3453 Name Detail > Alerts: Add ETL Job to expire (archive) any Alerts with an expiration date in the past
• ➡️ PD-3143 Name Detail > Attachments Tab: Show attachments that are at the item level for any CRM items (ex. a service ticket attachment) and add column header filters
• PD-3229 Name Detail > Contact Card > Don’t show business as default when relationship type is Unknown
• PD-3182 Name Detail > Relationships Tab > Include Connections: Automatically enable the Type = “Other” filter when Connections are selected so their additional accounts are returned
• PD-3344 Name Level Alerts > Account Field: Remove Dependency on Account Detail ID
• PD-3339 Note Detail > Put all Reasons in Alphabetical Order
• PD-3393, PD-3389 Remove iTextSharp.NET 1.7.1 and replace with Spire.PDF
• PD-3388, PD-3440, PD-3390, PD-3395, PD-3396, PD-3402 Remove iTextSharp.NET 5.5.9, remove WindowsBase.NET, remove reference to stdole.NET, remove reference to System.Web.Extensions.dll, remove outdated JavaScript reference libraries
• PD-3277 Remove Legacy/Duplicate Permissions
• PD-3271 Reports > ALL Views > Add “Tax ID” and “Contact ID” to Adjustable Columns
• PD-3372 Reports > Reports > Lead Performance Report: Do not limit Assign To filter by the user’s manage branches access (instead show all branches / employees)
• PD-3209 Reports > Some Views: Add Deceased Customer as a Filter and an Adjust Column
• PD-3210 Reports > Views > Appointments > Client Attendees Column: Display all client attendees that are Linked Names, COIs, Parent, Sub/Child (previously only included Contacts)
• PD-3217 Reports > Views > Appointments > Group/Subgroup By > Branch: Rename Branch to Client Branch and add Employee Branch
• PD-3252 Reports > Views > Appointments: Add Type (Customer, Prospect, Suspect) to Group/Subgroup List and Adjust Columns
• PD-3263 Reports > Views > Connections > Adjust Columns: Add 3 phone numbers and email columns
• PD-3168 Reports > Views > Leads > Add “Lead Description” as an Adjust Column
• PD-3234 Reports > Views > Leads: Add Outcome filter (the “Key Talking Point Status”) and make available under Adjustable Columns
• PD-3260 Reports > Views > Profile Information: Adjust location of filters so similar items are near each other
• PD-3236 Reports >Views > Profile Information: Populate Date Last Updated with Creation Date upon Creation
• PD-3505 Reports > Views > Relationships: Add Maturity Date as an Adjustable Column
• PD-3259 Reports > Views > Relationships: Adjust order of Date filters
• PD-3131, PD-3134, PD-3458 – PD-3465 Standardize Various Icons
• PD-3503 Update Logo and Login Page Footer
• PD-3391, PD-3438 Upgrade EntityFramework.NET to EF 6 (includes standard CRM platform and Legacy Reporting)
• PD-3399 User’s Settings > Exchange Server Settings page has been removed as it was no longer needed. In Admin > System Settings, the system email account’s password is restricted to superadmin user.
• PD-3203 Views > Create /Update Shared View > Schedule Email Reminder > Branch/Job Function Dropdown: Show all users

Bug Fixes

• PD-3238 Admin > User Management > Lead Specialists > Archived users have been removed from the Total Count
• PD-3472 Calendar: Dragging and dropping an appointment will no longer products a blank web browser pop-up
• PD-3328 Create lead > Complete fields in non-chronological order > Restrict available branches in referral specialist assignment
• PD-3448 Hide visible HTML code in prefilled description for notes and tickets
• PD-3253 Lead Detail > Lead that you didn’t create > Research > Edit Icon to Update Lead: Assign By Branch option is repaired
• PD-3222 Lead Detail > Make Changes to Sale > Save Lead (Lead Save, not Sale Save): Save changes to the sold product
• PD-3223 Lead Detail > Product Sale details missing when going back into closed lead
• PD-3364 Lead Detail > Reassign Lead: Branch Drop-Down will now display all branches
• PD-3295 Manage Work > Leads > Change Unassigned to Assigned: The Assign To column header will refresh automatically
• PD-3290 Manage Work > Leads > Edit Assignments using Last Touch: Previously the leads would only assign if the Last Touch user had the CAN_BE_LEAD_ASSIGNEE permission in their primary role. Now it will reassign if they have this permission in any of their roles.
• PD-3367 Manage Work > Leads: Created Column filter has been repaired
• PD-3383 Manage Work > Leads: Leads with multiple talking points will no longer create duplicate rows
• PD-3362 Name Detail > Activity Tab > Note Detail: Deleting note with a Linked Name will remove it from the linked name’s Activity tab as well
• PD-3470 Reassignment emails when lead is reassigned will send at appropriate times
• PD-3428 Reports > Reports > Audit Log > Entity Type: Filtering to Login will no longer return Admin results as well
• PD-3299 Reports > Reports > Lead Performance Summary: Repair Contact and Contact Percentage Drilldown Values to be Clickable
• PD-3218 Reports > Views > Appointments > Employee Branch Filter: Emp_ord_id should be O.Org_id
• PD-3257 Reports > Views > Relationships: Amount column and filter are no longer erroneously named Amount Due
• PD-3258 Reports > Views > Relationships: Product Sub Class filter has been restored

Module Specific

Updates

IQMarketing​

• PD-3412 Admin > Import Names: Update People Template to include the Company RelPro ID (a new field added by RelPro to their People Export). These templates are only available for Quest CRM clients with the IQMarketing module who are also RelPro clients. Please let us know if you would like this enabled.​
• PD-2973 Manage Work > Email Marketing > View existing email list (the eye icon): Show “Previous query” (the results when you made the list) by default and then provide button to update query with today’s results. (This is the opposite of how it previously worked.)

​IQMarketing, IQProspects

• PD-3436 All Campaign Permissions will now depend on the “MY_CAMPAIGNS” permission. This includes if someone can be assigned a campaign appointment and access to the My Work > Campaigns page.
• PD-3468 Campaign History: Add reassignments for campaign appointments to campaign history
• ➡️ PD-3269 Manage Work > Campaigns > Add Bulk Assignment by Primary Officer in the Campaign wizard. This option allows you to assign the campaign opportunities to the customer/members primary officer in one pass. The primary officer must have the Campaign Assignee permission (CAN_BE_CAMPAIGN_ASSIGNEE) in one of their roles (suggested is Campaign Assignee role) for the bulk assignment to work.
• PD-3338 Manage Work > Campaigns: Remove Campaigns Template Dropdown as this was a legacy feature. Templates are no longer used for Campaign creation. Legacy clients who used templates may still have this filter present.
• ➡️ PD-3268 My Work > Campaigns > Allow users to reassign campaign assignments to another user
• PD-3303 Reports > Views > Campaign: Add Primary Contact as Adjustable Column

IQProspects

• ​PD-3473 Handle Pipeline URL from Email after Contact ID has been merged to direct towards the pipeline instead of record does not exist page (as the old Contact ID no longer exists)​
• ➡️ PD-3165 My Work > Pipelines > Grid View > Add Rate Expired filter and visual indicator
• PD-3292 My Work > Pipelines > My Activities Filter = Open: Include pipelines with no workflow (from referral to pipeline automation)
• ➡️ PD-3141 Pipeline Detail > Add @ mentions to other employees for note activities, custom fields and detail tab notes
• PD-3221 User can’t create pipeline error message has been updated to be more informative that this is due to Team permissions​

IQService

• PD-3433 Manage Work > Service Tickets: Put reassignment of tickets from this page into ticket history
• PD-3196 My Work AND Manage Work > Service Tickets > Description Column: Top align the text along the row and truncate longer descriptions with a “see more…” to click to expand within grid (not open a pop up)
• ➡️ PD-3228 Reports > Views > Service Tickets > Add Adjustable Columns for “Non-current assignees”. These are named Initial Assignee and Interim Assignee. These are in addition to the Assignee and Created By that were already available.
• PD-3178 Reports > Views > Service Tickets: Add Channel as a Group/Subgroup By
• PD-3368 Service Ticket > Custom Fields > Provide control to show or hide label in the field
• ➡️ PD-2978 Service Ticket Detail > Category/Reason set to Auto Assign > Add a flag that restricts user from being able to edit assignment. This is set in Admin > System Settings > Categories and Reasons. The default will be to continue to allow to edit. Admins may restrict this where desired.
• ➡️ PD-3370 Service Ticket Detail: UI Redesign for Pop-ups to present in single column. This change was made to accommodate more custom fields.
• PD-3370 Service Ticket Detail: Update pop up to be single column to better support custom field needs
• PD-3262 Tagging Service Tickets with @ SR-YYYY-Ticket number mention > We have limited to the tickets that get returned to just tickets for that customer, so that the user can more quickly select the correct ticket.​

Other/Beta

• PD-3360 Admin > User Accounts > User Detail: Add “Incentive Group” field. This is a beta feature and will not work for anyone other than the beta client.
• PD-3369 Service Ticket Detail: Add Vonage Text Verification. This is a beta feature and will not work for anyone other than the beta client.

Bug Fixes

IQCollections

• PD-3274 Admin > System Settings > Role Matrix: Set MY_COLLECTIONS_CASES_WIDGET as IQCollections module instead of IQEssentials
• PD-3296 Case Detail > Alerts: Cannot save a collections alert without a Description

IQMarketing

• PD-3330 Manage Work > Email Marketing > Email List > Page 3: Fix padding between IQCRM- and list name field at different resolutions

​IQMarketing, IQProspects

• PD-3220 Manage Work > Campaigns > Wizard Step 2 > Export: Do not include excluded names​

​IQProspects

• PD-3272 Admin > User Management > Users > Team Filter: Repair filter results to return accurate results
• PD-3340 Create Pipeline > Retail collateral selections when saving (only affected multiple collateral selections)
• PD-3208 Home > My Activity > Pipeline and Other Widgets: Displays different numbers on refresh than on load page
• PD-3437 Home > My Activity > Pipelines Widget: Limit pipelines to ones the user is specifically assigned to (instead of all pipelines assigned to their team)
• PD-3466 Home > Recent Activity widget > Select Pipeline > Go to Activities: User will no longer occasionally be redirected to a Record Does Not Exist page instead of the Pipeline Detail
• PD-3276 My Work > Pipelines > Pipeline Status: Filter is not visually indicating Open status
• PD-3254 Pipeline Detail > Assignment Activity with more than 1 Team > Send email only to selected team
• PD-3275 Pipeline Detail > Custom Field Activity: Bring back the Save button for each section
• PD-3363, PD-3378 Pipeline Detail > Workflow > Custom fields should no longer disappear from activities and custom fields should retain changes
• PD-3215 Reports > Views > Pipelines > Status Filter: Repaired to provide correct results
• PD-3358 Workflow Builder > Create Custom Field > Number format: Do not round to 0 decimal places. Numbers will be rounded to 3 decimal places if 4 or more are entered.
• PD-3261 Workflow Builder > Removing Teams from Workflow will remove them fully from the workflow

​IQService

• PD-3273 Service Ticket Reminder Emails will no longer send an additional email at 1 minute if certain conditions are met
• PD-3377 SR Attachments FILE_NAME Fix for Spaces and Special Characters preventing download