Product documentation

2026-07-15 Release Notes

Product Updates

  • Update — Learning Path release rescheduled. In a recent release note we said the new Learning Path functionality would be available to all customers by Wednesday 15 July. This rollout has been rescheduled to Tuesday 21 July.
  • You can now tie bulk private Events created in Scheduler to an Account project and select them from the Project page.
  • Events on a Learning Path are now returned as EventObjective again to preserve existing integrations.
  • Communication triggers now respect the configured company and only fire when it matches the Learning Path.

Bug Fixes

  • Fixed the import tool so coursetemplate.addRequiredStaff now accepts a legacy ID for the Achievement Type ID.
  • Fixed the import tool so opportunities.update now accepts a legacy ID for the Opportunity Id.
  • Fixed the import tool course template mutations so Course Template lookups now use unique fields such as ID or Code.
  • Fixed the import tool so all select list custom fields now display their available options.
  • Fixed bulk private Events created in Scheduler so they now associate with the selected Account project.
  • Fixed communication triggers so they no longer fire when the company on the Learning Path does not match the trigger.
  • Fixed the API so comments can now be added to a Locked invoice, matching the UI behaviour.