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Release Notes | 05/07/25

Laying the Groundwork for Smarter Insights and Richer Schedules

Updated over a week ago

New Features:

  • Activity Insights for Partner Manufacturers

    • We’ve started generating automated engagement insights for partner manufacturers. These insights are not yet visible anywhere on the platform but will power the upcoming, redesigned Leads Dashboard to help partners better understand user interest and activity.

    • Tracked engagement includes:

      • Visits to Brand Pages

      • Visits to Product Detail Pages

      • Saving a product to a Firm Library

      • Saving a product to a Project

      • Registering for a Webinar

      • Submitting a Recommendation Request

      • Completing a Product Advisor Quiz

      • Initiating a conversation

      • Performing a search from the website header

    • Please note: All data is collected in a way that protects user privacy. No personally identifiable information is shared with partners.

  • Revit Fields in Schedules

    • We’ve laid the groundwork to support Revit fields in schedules! While there’s nothing visible just yet, this enhancement will enable more powerful and detailed schedule views using data pulled directly from Revit.

    • Stay tuned — we’ll be sharing a demo once the latest plugin version is available!

Update

  • You can now create new lines in text fields within schedules by using Ctrl+Enter. This makes it easier to structure longer notes or descriptions directly in the field.

  • We’ve added support for partial text selection and copying in schedule text fields. You can now highlight specific text and use Ctrl+C to copy just the portion you need.

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