26R3 Maintenance Notes

When sorting columns in Feedback, null values will now always be displayed last in the sort order.

Data-loaded rule criteria referencing the is_primary_parent__v field now evaluate correctly regardless of the case of the “True” or “False” value entered into the Value field on the Rule Criteria record.

When running a Push to CRM, task results are now more descriptive in the scenario that only a subset of territory records are successfully pushed.

When a user updated a Roster Member record to CRM User Status = Inactive and ran a push to CRM, the push failed unless Security Policy and Security Profile overrides were specified.

When a user ran the Publish Project process without a Model Align Setting record, the process aborted with an error.

On a Publish Project process task, the Current Stage field in Task Results displayed a token instead of the actual entity name.

When a preview processed account exclusivity for an assignment whose account record was deleted from CRM, the preview aborted with a fatal error.

When a user opened the Map View of a territory at a higher zoom level, a white bar displayed at the bottom of the view.

When a user ran the Import Production Territory process, the process aborted in the scenario that production Align Settings records contained global-only values for field force specific settings.

When a user submitted an edit goals challenge request with a required challenge reason missing, the challenge was accepted instead of being rejected.

In the scenario where duplicate rule-sourced Align Account Territory records existed as the result of an account merge, subsequent Account Alignment previews did not end-date them.

Duplicate email activity records were incorrectly created when processing failed and batches were retried.

When a user sent a fax from an Approved Email document, the fax did not reach a delivered or sent status.

After a fax document was published, its CDN Processing Status displayed as Failed to Publish even though the CDN Status showed Published.

When a user scheduled an Approved Email to send at a selected time, the resulting Sent Email record showed a scheduled time one hour later than the time selected.

When a user previewed an email template with two Email Fragments, one fragment displayed correctly in preview mode while the other opened a new tab showing the home screen instead of the associated document.

Performance enhancements were introduced when saving calls in vaults to optimize background processes and caching data to improve overall save performance.

When a user selected more than 100 attendees under stakeholders on an engagement record, the normal view capped the display at 100 attendees while the Agentic summary view showed the full number selected.

When a user dragged and dropped an account into My Schedule, opened the Call edit screen, or saved a Call, each operation took about 10 seconds to respond.

When a user added a follow-up activity, the Subject field was missing on the record even though the activity was shared to the user, causing a sync error.

When a user viewed Detailing on iPhone, a product with two Product Group records displayed twice in the product list.

When a user created a call report using Agentic Call Capture with an ambiguous attendee name, the agent automatically added a secondary attendee not confirmed by the user.

When a user viewed the My Schedule page with no AI Agent Actions available, the AI button still displayed.

When a user scheduled a Call and switched the meeting type from Teams to Engage, the Engage meeting interface did not display, while switching from Engage to Teams worked correctly.

A request to schedule an Engage meeting failed because the session service did not return valid session details for the tenant.

A request to schedule an Engage meeting failed with a 500 error because the session service did not return valid session details for the tenant.

A request to schedule an Engage meeting was accepted by the controller but then returned a 400 error.

Web dependencies are updated to the latest version, including Zoom Meeting SDK.

Opening an appointment booking link from an approved email now prepopulates the sign up Email field with the receiver’s email address from the appointment booking link.

When a user added a new Event Team Member on iPad, the Virtual Role field displayed in a different section of the layout than it did online.

When a user selected the event approver while creating an event, the app crashed.

When a user added a signature to a speaker's contract and tapped Done, the modal view resized and shifted off-center.

When a user viewed the Event field on an Expense Header in the browser, the field was editable and did not default to the related event, even though it was set to read-only on the page layout.

When a user signed a speaker contract or opened the contract PDF on iPad, the events screen was no longer centered until the user exited and re-entered the event.

When a user attempted to reschedule a Simple Activity event, the app displayed an SDK execution error instead of rescheduling the event.

The Submit to Concur button on the Expense Header object was visible only when the user had Object Control permission enabled, though that permission should not have been required.

When a user added or edited an Event Session Attendee, the Event Team Member lookup field displayed team members from all events instead of only those assigned to the parent event, and selecting an invalid team member displayed an error.

When a user was added as an Event Team member, the user received two notifications for the same event, one with event information and one without.

When a user viewed an Event Speaker record for an account outside their territory, the Account reference field displayed blank instead of showing the account name as a restricted-access link.

When a user selected the Event Speaker section while viewing an event on iPad, the screen scrolled past that section to the Expense Estimate section instead.

The Role field on the Event Team Member object did not support picklist dependency.