September, 2025

CRM Web

New Feature: Coaching Enhancements

• What: Easily create and duplicate coaching sessions directly from Web.

  • Benefit:

    • Save time setting up sessions and quickly replicate past sessions for consistency.

  • What's included?

    • New option to create coaching sessions on the web.

    • Ability to duplicate completed sessions with just a click.

    • Faster setup for recurring or similar coaching needs.

  • Location:

    • Web > Coaching

New Feature: Top 10 Referral Sources

• What: Updated the Top 10 Monthly Referrals to make insights clearer and more relevant to users.

  • Benefit:

    • Easier identification of top referral sources with role-specific and flexible filtering.

  • What's included?

    • Updated Overview title for clarity.

    • Improved logic so the Top 10 displays are tailored to each role (Sales Rep, Manager, Admin).

    • Added Branch and Date Range filters

  • Location:

    • Web > Overview > Top 10 Referral Sources

CRM Mobile:

New Enhancement: Automatic adding of Event Location

• What: Event locations are now automatically added when creating account through events, performing follow-ups CTAs.

  • Benefit:

    • Less manual entry and more accurate event tracking with location details captured for users.

  • What's included?

    • Automatic location capture when performing CTAs

    • Location added when doing follow-ups

    • Location added when creating accounts via + button on the Event

Bug Fixes: Android

• Zip Code Does Not Display in Patient Details Page (Internal)

• Layout Issue for Portrait and Landscape view (Internal)

• Event display In service type by default (Internal)

• Completing an event that is part of a series in the Yesterday tab unexpectedly disappeared (Internal)

Bug Fixes: iOS

• Time in Date Picker is Incrementing (Internal)

• Incorrect End Time Appears on the Event Details Page (Internal)

• Event display In service type by default (Internal)

• Move Date modal is clipped when in landscape orientation (Internal)

Versions Released

• Android: 25.9.2 (09/16)​

• iOS: 25.9.2 (09/16)​

August, 2025

New Enhancement: Overview Top 10 Referral Sources

• What: Improvements on Overview Top 10 Referral Sources

  • Benefit:

    • These will help users quickly spot trends and focus on their most valuable referral sources!

  • What's included?

    • Top 10 are now shown according to your assigned referrals and orders.

    • The section title has been updated for greater clarity and to better reflect the section’s content.

    • A date range filter has been added, making it easy to view referral sources for your chosen period.

• How to Access:

  • Login to Web CRM > Overview

CRM Mobile:

Bug Fixes: Android

• The Market spotlight map is not displaying correctly when moving from landscape to portrait

• Quick Create label is misaligned

Bug Fixes: iOS

• The app throws an error message: “Select an End Time” — even though an end date is already set in the End Date field.

• Non-recurring event date picker allows selecting dates more than 2 years in the future

• Versions Released

  • Android: 25.8.1 (08/05/2025) / 25.9.1 (08/29/2025)

  • iOS: 25.8.1 (08/05/2025) / 25.9.1 (08/29/2025)