This page is an overview of release notes for each of our products and individual releases.
Change Logs
Too many release notes? Take a look at our product sections below for a quick summary of the most important changes in the latest versions.
Compliance Data Platform
-
1071 Filing Wizard
Marketing Data Platform
-
Additional Fields Now Available for Automations
-
New Automations Summary Report
-
Importing Services
CRM
-
New Activity Log History Audit
-
Customer/Member Dashboard Updates for Services
-
Introducing Individual Services
-
Next Potential Product Offered Options
-
New Permissions
-
Customize CRM with Financial Institution Logo
Digital Communication Platform
-
Preview Our Upcoming Email Editor
-
Unsubscribe/Resubscribe Report History Tracking
Full Release Notes
- June, 2025 - Compliance Data Platform 1.16.0
- June, 2025 - Marketing Data Platform 1.15.0
- June, 2025 - CRM 1.11.0
- June, 2025 - Digital Communication Platform
- April, 2025 - Compliance Data Platform 1.15.0
- April, 2025 - Marketing Data Platform 1.14.0
- April, 2025 - CRM 1.10.0
- April, 2025 - Digital Communication Platform
- November, 2024 - Compliance Data Platform 1.14.0
- November, 2024 - Marketing Data Platform 1.13.0
- November, 2024 - CRM 1.9.0
- September, 2024 - Compliance Data Platform 1.13.0
- September, 2024 - Marketing Data Platform 1.12.0
- September, 2024 - CRM 1.8.0
- September 2024 - ExecuTrax 11.15
- May, 2024 - Compliance Data Platform 1.12.0
- May, 2024 - Marketing Data Platform 1.11.0
- May, 2024 - CRM 1.7.0
- February, 2024 - Compliance Data Platform (FKA CenTrax NEXT) 1.11.0
- February, 2024 - Marketing Data Platform (FKA Business Insights/ExecuTrax NEXT) 1.10.0
- February, 2024 - CRM (FKA CallTrax NEXT) 1.6.0