Field Sales Tracker

SECURITY & PRIVACY • Fixes a security issue on iOS and updates the app framework to resolve security advisories. • Clearer AI consent explains what account and CRM data AI tools may share. You'll be asked again if the policy changes. • Removed an unused tracking permission prompt. NEW • Linked Accounts and Account Map: parent accounts show their linked accounts, and a new map shows an account with its related accounts, with quick actions for Daily Route, contacts, activities and navigation. • Create a contact while creating a deal, or a new account while writing a note. Use the new plus button to link more accounts to a job site. • See how many notes and activities an account has at a glance. • Mentions now work offline and send automatically when you reconnect. IMPROVEMENTS • Faster, more reliable Daily Routes: routes open and save faster, the map fits the whole route, and routes open even when a stop is missing a location. • Better performance on weak or no signal: no more freezes, profile, settings and Inbox actions work offline and sync later, and double taps no longer create duplicate notes. • The Coverage filter shows its day ranges: On Track (0–20 days), Follow Up (21–30), Past Due (over 30). • Your company's custom names for Customer, Prospect and Site now appear throughout the app. • The Inbox loads more history as you scroll. FIXES • Fixed freezes when finishing talk-to-text and when searching the map. • Fixed crashes when zooming the camera, opening the Home map, closing pop-ups, calling or emailing a contact before it loads, starting a Daily Route with fewer than two stops, and returning to Daily Route creation after a long time in the background. • The business card scanner saves contacts in one step. • The Accounts Not Visited filter returns the right accounts. • Documents with the same name in different accounts open correctly, and company document links work reliably. • Your location is kept while the app is in the background, and searched Start/End locations save the correct address. • Bottom navigation reappears after using the map in full screen. • The camera no longer opens zoomed in.