Nov 13, 2025
Release Notes - Version 5.7..0
✨ A Smoother, More Polished Experience
We’ve been busy cleaning things up to make the platform feel more intuitive and professional. It’s all about the little things that make your day-to-day work easier!
A Cleaner Look: We've tidied up fonts, buttons, and spacing across the platform. Everything is now perfectly aligned for a sharper, more consistent feel.
Frustration-Free Forms: Ever had an error message cover up what you were trying to fix? Not anymore! We’ve fixed that overlap in the Activities module so forms are easier to read and fill out.
Picture-Perfect PDFs: Your exported reports will now look crisp and perfectly formatted, making it easier to share professional-looking documents.
Fewer Glitches: We fixed a few small but annoying bugs, like a random blue box appearing in Prospecting and the "Import" button acting up. The whole experience is now much smoother.
🚀 New Features to Speed Up Your Workflow
We’re excited to introduce a few new tools to help you get work done faster and more efficiently.
Drag-and-Drop File Uploads: You can now drag and drop financial statements directly into the system. It’s a small change that saves a ton of clicks!
Smarter Document Reading (with OCR!): This is a game-changer. We’ve added Optical Character Recognition (OCR), which is like giving the platform a pair of eyes to read scanned documents. If you upload a PDF of a scanned paper document, our system can now read the text, making it fully searchable. No more manual data entry from scans!
Easier Contact Imports: You can now import contacts from one company directly into another, with clear messages to guide you along the way.
🤖 A More Reliable Platform
We’ve made several fixes to ensure the platform is more reliable and works just the way you expect it to.
IDA Stays on Track: We fixed an issue where our AI assistant, IDA, would sometimes stop responding. Now, you can keep the conversation going without any interruptions.
Smarter Menus: The "Ask IDA" menu will now only appear when it’s actually useful, keeping your workspace clean and uncluttered.
Clearer Error Messages: If something goes wrong when creating a new contact or setting up an account, you’ll now get a clear, helpful message explaining exactly what needs to be fixed.
We're always working to make your job easier, and we hope these updates do just that. As always, we'd love to hear your feedback
