This month's updates are all about keeping your data in view.

Headers now freeze across all 8 list views (Companies, Contacts, Candidates, Leads, Jobs, Placements, Projects and Activities) so you always know exactly which column you're looking at, no matter how far down a long list you go. That same functionality now extends to lists and reports embedded in your dashboards, and right through the Reports module too, whether you're in view mode, edit mode, or working in a detached screen. Wherever you are, your header row stays put.

There's a handy update to the Activity view, where the 'Assigned To' filter now supports multiple values at once — perfect for managers checking in on a whole team, or anyone who wants a fuller picture without running the same filter over and over.

You can search your contacts list on a company record, helping you find who you are looking for more quickly, and the Kanban Card view has been improved to show you data more clearly.

Company Records > Contact Block | Search 

We’ve added a search bar to the Contact Block on Company records allowing you to search contacts by:

• First Name
• Last Name
• Display As
• Preferred Name
• Job Title
• Email Address
• Contact Role
• Department
• Contact Type

This seemingly small change is a big time-saver.

No more scrolling through large contact lists to find the person you need, now just type a few characters to find them quickly.

Freezing Headers

Freeze Headers on Record Views

Headers now freeze across all 8 list views - Companies, Contacts, Candidates, Leads, Jobs, Placements, Projects & Activities.

Scroll through hundreds of records while hovering over your data, and the header row stays locked in place, so you always know exactly what you're looking at.

All existing functionality remains untouched, this is a pure win for anyone working through long lists.

Freeze Headers on Lists and Reports in Dashboards

The same great functionality now extends to your dashboards. Hover over any embedded list or report and scroll and the header stays put.

No more losing track of which column is which as you dig into your dashboard data.

Freeze Header within Reports Module

And we've gone even further, headers now freeze throughout the entire Reports module, whether you're in view mode, edit mode, or working in a detached screen.

Wherever you are in Reports, your header row stays visible, keeping your data anchored and easy to read no matter how far you scroll.

Activity View | Assigned To Filter

You can now select multiple values for 'Assigned To' in the Activity view filter.

No more filtering one person at a time, now you can pull up activities for your whole team, or any combination of people, in a single view.

Perfect for managers checking in on multiple team members at once, or anyone who just wants a fuller picture without running the filter over and over.

Leads Kanban 

The Leads Kanban board now displays From, Company & Owner on separate lines - giving you a clearer, more complete view of every lead at a glance.

Previously, the card only showed the contact, leaving Company and Owner hidden from view.

Now each detail gets its own line, so you can instantly see who a lead is from, which company they belong to, and who owns it. Any longer text that doesn’t fit on the card can be viewed in full with a hover over.

Additionally, to keep things clean, these details won't appear if there's no data for that field, so the board stays uncluttered.