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Release Notes.

LeadResearch 14.5.0

29 ottobre 2026

Improvements:

  • The language picker now shows a globe icon with the selected language and marks the current language with a checkmark instead of showing country flags.
  • The menu for choosing an export target now uses the same menu style as the rest of LeadResearch.
  • CRM field mappings now run in a faster environment, so exports are processed more quickly.

Fixed:

  • Fixed an issue where "Delete after export" sometimes kept the exported contact and deleted or overwrote a different contact instead.
  • Fixed an issue where deactivated DataAgents workflows were still offered as "Process with workflow" in the contact menu.
  • Fixed an issue where scrolling inside a menu or popup also scrolled the page behind it.

DataAgents 3.13.1

28 ottobre 2026

New:

  • A new "Create VisitReport meeting" workflow node that creates a meeting in a VisitReport event, based on data from other workflow nodes, got added.

DataAgents 3.13.0

27 ottobre 2026

New:

  • We added a way to cancel waiting or running workflow executions on the logs page and to cancel running Excel uploads, including a "Canceled" filter in the logs and a note showing who canceled the execution.
  • The "Create suggestion" node now lets you choose for how many days (0 to 999) previously rejected values are not suggested again, instead of a fixed 90 days.
  • We added Notes, Opportunities and Tasks to the module selection of the SugarAI nodes.

Improvements:

  • Exporting a workflow now shows a warning first, since the exported file can contain sensitive information. The "Download" action in the workflow list is now called "Export".
  • The layout and texts of the "Send HTTP request" node settings got improved.
  • Workflow nodes in the editor now show a short summary of what the node does below their title.
  • Rewrote the titles, short summaries and descriptions of all workflow nodes in simpler, more consistent wording in all languages, and corrected some misleading texts.
  • The "Trigger workflow" node now shows the name of the workflow it starts instead of its ID.
  • The ID in the footer of the workflow execution details is now labeled "Execution ID", so it is easier to share with our support.

Fixed:

  • Fixed an issue where the action selections of the "Refine data" node stayed editable or locked when switching the edit mode of a workflow while the node settings were open.
  • Fixed an issue where scrolling to the end of a dropdown menu scrolled the page behind it and closed the menu.

VisitReport Meetings for Outlook 1.13.0

27 ottobre 2026

Fixed:

  • Fixed an issue where only events that were accessible through the dashboard were shown in the the event list.
  • Fixed an issue where the event time zone was shown in a technical format instead of a human-readable one.

VisitReport Dashboard 17.17.0

13 ottobre 2026

New:

  • Event managers and curators can now edit custom profile fields of users via TeamCoordination.
  • We added a question and question group duplication feature.
  • More granular settings for the dashboard export into different external systems have been added.
  • You now have the option to set more that one filter for the event status inside the event list.
  • Skip duplicate check when contact is knowingly imported from the CRM.

Improvements:

  • Files can now be uploaded to the media library by drag and drop.
  • Filters for workflow executions in the reports table got improved.

Fixed:

  • Fixed an issue where wordings were missing on the analytics page.
  • Improved error handling when trying to run disabled lead scoring workflows.
  • Fixed an issue where booking timeframes for meeting were still displayed after they were set to unrestricted.
  • Added the event time zone to the Meetings calendar.
  • Fixed an issue where the event time zone was shown in a technical format instead of a human-readable one.
  • Fixed an issue where deleting a question did not properly remove its dependencies.

VisitReport 4.7.0

9 ottobre 2026

Improvements:

  • We overhauled the UX of sharing business cards of team members by skipping the contact exchange form.
  • Furthermore we improved the UI for scanning cards and badges in Offline Mode.

Fixed:

  • Fixed an issue where Kiosk Mode got stuck on the thank-you page when a report could not be completed automatically.
  • Fixed an issue where attachments were not correctly transferred to HubSpot.
  • Fixed an issue with the manual duplicate check with Dynamics.
  • Fixed an issue where custom mapping was not properly applied to the custom note field during the crm-export.
  • Fixed an issue where the meeting description was not shown correctly.
  • Fixed an issue where the business card settings were only shown after opening the my card page.
  • Fixed an issue where describe what was fixed in past tense.
  • Fixed an issue where long names weren't truncated in the team coordination detail view.
  • Fixed an issue where Terminal users could not open certain events.
  • Fixed the Terms of Service link in the app settings pointing to a page that no longer exists.
  • Fixed the option to write a business card to an NFC tag doing nothing on devices without NFC support.
  • Fixed an empty confirmation step appearing before signing when no consent text is configured.
  • Fixed completed reports showing an "Add answer" placeholder on questions that were left unanswered.
  • Fixed an issue where in Kiosk Mode, answers to Date, Date & Time and Time questions were not saved if the user proceeded to next page shortly after answering.
  • Fixed an issue where CRM export was shown as an option when CRM connection from the app is disabled globally.
  • Fixed an issue where the login page was in the event color after being logged out.
  • Fixed issue where the textarea wasn't displayed correctly for short answer options.
  • Fixed an issue where the version shown in the settings did not change after an update was installed in the background.

LeadResearch 14.4.3

8 ottobre 2026

Fixed:

  • Fixed an issue where attachments were not transferred to HubSpot when exporting a contact.
  • Fixed an issue where contacts were not deleted from LeadResearch after a CRM export although the organization-wide "delete after export" setting was enabled. Changes to this setting now apply immediately.
  • Fixed a bug where a "Possible duplicates found" notice briefly appeared after successfully exporting a contact to the CRM.
  • Fixed an issue where the information shown for an empty contact list was cut off in the browser extension.
  • Fixed an issue where mapped custom fields stayed empty when exporting to Pipedrive.
  • Fixed an issue where an export could be blocked because a required field was not part of the field mapping.

DataAgents 3.12.0

5 ottobre 2026

New:

  • Integrations in the workflow editor are now grouped by system (CRM or marketing automation), and you can choose which integrations are shown. The search still finds matching workflow nodes across all visible integrations.
  • The "Find SmartWe record" workflow node can now search with your own query, for more precise lookups of existing records.
  • The "Find genesisWorld record" workflow node can now search with your own query, for more precise lookups of existing records.
  • We added a link in the workflow logs that opens the processed report directly in VisitReport.

Improvements:

  • When hovering a suggestion, the timestamp now sits next to the action buttons, so the menu button is always on the far right.
  • The "Send email via Mandrill" workflow node is now listed under Actions instead of Integrations in the workflow editor.
  • Renamed the Zoho CRM workflow nodes for consistency, e.g. "Zoho CRM Create Record" is now "Create Zoho CRM Record".
  • The name field in the workflow node settings is now marked as optional, since the default name is used when it is left empty.

Fixed:

  • Fixed an issue where empty fields set to "always show" could not be filled in suggestions that create a new record.

DataAgents 3.11.0

30 settembre 2026

New:

  • You can now create, update, get and find records in Zoho CRM with the newly added Zoho CRM workflow nodes.
  • The new "Delay" workflow node pauses a workflow for up to 60 seconds, e.g. to give external systems time to process data.
  • The new "Throw error" workflow node intentionally stops a workflow with an optional custom error message, which is shown in the logs.
  • The AI Agent node can now use the snapAddy company data search and connect to external tools and data sources (MCP servers), including sign-in via headers or OAuth.
  • The tools the AI Agent node may use from an external MCP server can now be limited to a selected set.
  • Continuous workflows can now filter which CRM records are processed, sort them by creation or update date and limit the number of records.
  • We added an option to the "Create suggestion" node to suggest previously declined values again, e.g. when re-uploading a corrected Excel file.
  • The workflow list now shows a helpful start screen when no workflow exists yet, with shortcuts to create a workflow or browse the workflow library.
  • A new banner on the workflows page now leads you to the workflow library.

Improvements:

  • We redesigned the node configuration panel: complex nodes like "Create suggestion" are now split into clear, easy to navigate steps.
  • Nodes are now picked from a panel directly inside the workflow editor and can be dragged onto the canvas, the panel can also be opened with Cmd+Option+N (Mac) / Alt+Shift+N (Windows/Linux).
  • The link to open a record in your CRM is now shown as a button when hovering a row in the duplicate suggestions table.
  • Suggestions for SAP Sales Cloud and Microsoft Dynamics now clearly explain that an OAuth connection is required to edit fields when you are connected via web session.

Fixed:

  • Fixed an issue where deactivated SAP Sales Cloud V2 records were processed by continuous workflows although they were set to be excluded.
  • Fixed an issue where long account names squeezed the profile picture in the duplicate search of a suggestion.
  • Fixed an issue where the node preview shown for locked nodes could still be clicked and opened menus without any function.
  • Fixed an issue where the save bar in the node configuration panel covered fields at the bottom, e.g. the annotation field.
  • Fixed an issue where the "Enable web search" toggle of the AI Agent and AI Connector nodes could stay locked after switching to edit mode.

BusinessCards Dashboard 7.29.5

30 settembre 2026

New:

  • BusinessCards stats now show the timeframe for changes.
  • Select dropdowns now automatically focus the search.