8/26/26

Updates & Enhancements:

• Added the ability to upload and save locations to a Location List through Map Settings.
• Added the ability to filter fleet data using uploaded Custom Locations and Location Lists.
• Added a Find Nearby Leads feature where users can filter fleet data in a radius around uploaded locations in Location Lists.
• Added a Location List Hover Card to provide additional information directly from the map.
• Added support to edit Location Lists directly from the Location List slide-in.
• Added Non-Rooftop Geocoding support to improve location accuracy on the ESRI Map.
• When Geography Filters are selected, map now repositions to geographic filter area.
• Added a Geofence Distance Ruler to measure distances directly on the map.
• Improved map handling and visualization for 99+ clusters.
• Added a map scale in miles for easier distance reference.
• Made company names in cluster hover cards clickable.
• Added a Map View link under the Geography Filter for easier navigation.
• Updated the Map Toolbar so its open by default for easier access to map controls.

Fixes:

• Fixed an issue where the Geofence disappeared when zooming in or out after drawing it on the map.

7/27/26

Updates & Enhancements:

• Introduced the new ESRI Map experience with an interactive map interface for company search.
• Added Geofence functionality, allowing users to search and select companies within a custom map area.
• Implemented Pin Clustering to improve map performance and visualization when displaying large numbers of companies.
• Added automatic map repositioning based on location searches and updated the default map view to the United States.
• Added Map User Settings to configure the default map center and search radius.
• Added a confirmation dialog when switching from the Map tab to the Company tab to prevent accidental data loss.
• Enhanced map pin hover behavior and improved company card interactions.
• Removed the temporary red center indicator after map loading for a cleaner user experience.
• Added a Location Text Search box for quick navigation to specific locations.
• Redesigned the Map UI, including the map area, tabs, filters, and action controls.
• Configured the ESRI map with improved default map center, zoom level, colors, tools menu, and geofence controls.
• Enhanced the Company Card with additional company information and improved layout.
• Moved the Company/DOT/MC Number search field to the top of the filter panel for easier access.

7/27/26

Updates & Enhancements:

• Introduced the new Heavy Duty Vehicle Filters & Fields across the application, providing more detailed vehicle search capabilities.
• Added the new Heavy Duty Vehicle Filters container with an improved layout and user experience.
• Added support for the new Heavy Duty Vehicle Fields in the Company Detail slide-in panel.
• Added the new Heavy Duty Vehicle Fields to CSV Export.
• Added configuration support for the new Heavy Duty Vehicle Fields in CSV Download Settings.
• Added support for the new Heavy Duty Vehicle Fields in Salesforce and HubSpot field mappings.
• Reduced padding in the Company Detail slide-in data table rows for improved readability.
• Standardized the red color used for all validation messages and error text throughout the application.

Fixes:

• Fixed an issue in All Duty and All Duty Locations where the Company Detail slide-in was not populating vehicle details correctly.

7/6/26

Updates & Enhancements:

• Added new Trailer Filters & Fields to the Heavy Duty edition to provide more detailed trailer information during search and export.
• Added support for the new Trailer fields in Salesforce and HubSpot field mappings.
• Updated the Company Detail slide-in panel to display the new Trailer fields.
• Added the new Trailer fields to CSV Export.
• Added configuration support for the new Trailer fields in CSV Download Settings.
• Redesigned the Trailer Filters container for an improved search experience.
• Completed testing and validation of the new Trailer fields throughout the application.

Fixes:

• Fixed an issue where entering the app URL directly in the browser resulted in a blank screen.

6/30/26

Performance Optimizations:

• Improved performance of the Saved Segment and View Saved Segment pages to reduce page load times.
• Optimized search and Remove from Segment functionality on the View Saved Segment page for faster performance.

Fixes:

• Fixed issues after major UI update:
• Fixed issue where uploaded files were not cleared after clicking Clear All.
• Resolved issue preventing SIC-4 CSV files from being uploaded successfully.
• Fixed issue where uploaded ZIP Codes were not displayed after applying a saved filter.
• Resolved issue preventing DOT Number files from being uploaded.
• Fixed issue where Drivers filter selections were not retained after applying a saved filter.
• Resolved issue where removing a company from a saved segment deleted all companies instead of only Net New/Exported records.
• Fixed UI issue where the Cargo Carried Exclude dropdown overlapped with the Drivers Min/Max fields.
• Prevented users from saving records to a saved segment created under a different edition.

6/16/26

New Features & Improvements:

• Added Datatable UI to the Saved Segment page.
• Added non-blocking Save to Segment process with progress indication.
• Added Filter Breadcrumb Badges.
• Added Multi-Select Filter Component enhancements.
• Added shadows to tooltips for improved visibility.
• Added Total Credits Available display on the Admin Settings page.
• Improved Company Detail slide-in panel styling for improved visibility.
• Standardized scrollbar styling across the application.
• Improved Credit Calculation, Saved Segment, and Export performance.

UI Enhancements:

• Updated Saved Segment page experience to align with Search Records.
• Improved tooltip appearance and usability.
• Updated slide-in panel visual effects.
• Improved consistency of scrollbars throughout the application.

Performance Optimizations:

• Optimized Save to Segment processing.
• Improved Export performance for large selections.
• Enhanced Credit Calculation performance.
• Reduced UI blocking during long-running operations.

Fixes:

• Fixed issue where Saved Segment export messaging displayed incorrect company counts.
• Fixed issue where manual Active Status overrides could keep accounts active incorrectly.
• Fixed issue with Search Type changes after editing companies in a segment.
• Fixed issue causing unexpected user logouts during active sessions.
• Fixed issue with Credits in Account value calculations.
• Fixed issue where companies without contacts appeared when “Exclude if Email Not Available” was selected.

5/30/26

Updates & Enhancements:

• Redesigned the Search Records page and filter experience to improve usability and navigation.
• Added a notification message to inform users about the new search experience.
• Added home page videos and updated home page content.
• Redesigned the home page for a more modern and user-friendly experience.
• Improved support for searches across large datasets containing 50,000+ companies.
• Improved search page scrolling behavior across operating systems.
• Redesigned the Results Container for improved layout and usability.
• Updated the Net New toggle functionality for All, New, and Exported records.
• Updated Company Detail slide-in tabs and styling.
• Redesigned the Companies Datatable container and column layout.
• Moved Saved Filters functionality to the Search Records page.
• Added Company Selection and Action buttons to the Results header.
• Updated All Duty, Fleets, and Heavy Duty radio button behavior.
• Redesigned the Counts Container.
• Added Credits Container enhancements and improved credit messaging.
• Improved insufficient credit error handling and workflow messaging.
• Added click-anywhere tooltip close functionality.
• Enhanced full-screen vertical layout support.
• Improved table formatting for locations and contact datatables.
• Updated LinkedIn display behavior when a profile URL is unavailable.
• Added clearer messaging when contacts may not be associated with a selected company location.
• Added Phone field support to HubSpot Contact Field Mapping.

Performance Optimizations:

• Implemented a new flat-table database structure to improve query performance.
• Mapped search page fields directly to database columns for performance optimization.
• Added contact filter validation logic in stored procedures.
• Optimized filter page performance for complex filter combinations.
• Improved search performance for company name text searches.
• Optimized location search performance.
• Improved performance when “Exclude if Email Not Available” is selected.

Fixes:

• Fixed an issue where filters, data tables, and dropdown selections were not resetting correctly when switching between editions (All Duty, Location, and Heavy Duty).
• Fixed Trailer Fleet Size Min & Max filter validation issues.
• Fixed contact count display on the Company Detail slide-in panel.
• Fixed issue where DBA Name searches were not returning exact matches in Heavy Duty Edition.
• Resolved issue where clearing filters did not restore the original sort order.
• Fixed sorting exceptions in the new Search UI.
• Resolved company count discrepancies between the application and database when applying function filters.
• Fixed pagination issue affecting page navigation.

3/26/26

Features:

• Contacts with multiple functions in job titles can now be selected by all relevant Contacts function filters.

Fixes:

• Improved performance of loading time for Saved Segments Net New filter.
• Improved performance of loading time or Saved Segments page, and when saving large segments.
• Updated Manage Integrations page UI for consistency, and to prevent unintended edits.

2/8/26

Features:

• For Admin settings, in CSV Download Settings, added a test download file without using credits.

Fixes:

• Fixed Download Settings issues related to Heavy Duty Edition fields.
• Fixed issue with HubSpot Integration and customer accounts.
• Standardized pagination layout across all pages.

1/22/26

Fixes:

• Fixed issue where applied filters were not removed correctly when clearing filters in Heavy Duty search.
• Fixed validation issue where Power Unit and Fleet Size minimum values above 2000 were reverting incorrectly.
• Fixed issue in Heavy Duty search so DOT and MC number text searches return exact matches.
• Standardized text search UI components across All Duty and Heavy Duty searched to ensure consistent user experience.
• Fixed issue where HQ location was not populating correctly when filtering by County, City or ZIP Code.

1/4/26

Features:

• Improved Heavy Duty text search so users can search by Company Name, Company DBA Name, DOT and MC Number.

Fixes:

• Fixed issues where HQ locations were not appearing correctly in All Duty Locations search.
• Resolved duplicate email creation and contact load failures during HubSpot import.
• Standardized download date/time formatting discrepancies. Standardized all application times to US Eastern Time (GMT-04:00) with consistent formatting.
• Updated Edition terminology across the app, from State to All Duty, from Local to All Duty Locations, from Federal to Heavy Duty. This aligns Edition terminology with the vehicle class/duty sold to.
• Fixed issue so available credits update correctly after csv, HubSpot and Salesforce imports.
• Improved performance of ZIP Code filter.

12/14/25

Features:

• Show HubSpot export status in email with HubSpot integration columns, so users can easily track their HubSpot import status.
• Show HubSpot export status in csv file.

Fixes:

• Improved function of Saved Segment name creation, to avoid segments not getting saved.
• Solved issue with Saved Filters disappearing.
• Solved HubSpot re-connect re-auth error.

11/24/25

Features:

• Add Download History on the Downloaded Records page, so users can see who downloaded data, to which format (csv, HubSpot, Salesforce), and when.
• Added Search Type column on Saved Segments page, so user knows whether they saved a segment for All Duty, All Duty Locations or Heavy Duty search.
• Added a Downloaded To column on Downloaded Records page, so user knows whether they downloaded to csv, HubSpot or Salesforce.

Fixes:

• Require unique segment name to resolve duplicate segment name issues.

11/16/25

Features:

• HubSpot integration: Added mapping to company record Owner in HubSpot.

Fixes:

• Solved issue for HubSpot contact import error due to contact status.

11/9/25

Fixes:

• Improved performance of Saved Segment page loading.
• Solved credit calculation issue when re-downloading net new company records.

10/18/25

Features:

• Add audit logs in database for download history

Fixes:

• Reduced Downloaded Records page load time
• Solved issue in Saved Segment and Already Downloaded pages redownload time with Net New Filter
• Solved issues in Download to CSV, HubSpot and Salesforce import
• Show Vehicle Types image on Search Records page

10/4/25

Features:

• Unmask total counts, company, fleet and contact data to users, based on the Reveal Count Flag in Super Admin settings (Customer Account level setting)
• Maintain Consumed Company View count and Remaining Company View count at Customer Account level (only for Super Admin)
• Unmask contact mails, based on Show Email Flag in Super Admin settings (Customer Account level setting)

8.1.7

7/29/24

Fixes:

• Fixed editing of saved filter names
• Fixed issue with saved filter not showing up on Saved Filters page

8.1.6

7/19/24

Features:

• Redesigned user interface (UI) for saved filters
• Added new page for saved filters
• Added ability to share saved filters with other users
• Added ability to rename and delete saved filters

Fixes:

• Fixed save to segments issue in company detail slider

8.1.5

7/19/24

Features:

• HubSpot integration now works with a free HubSpot plan
• Added 2 new fields (Value & Source) to Salesforce integration field mapping

Fixes:

• Fixed data push issues for HubSpot integration

8.1.4

5/24/24

Features:

• Added request button for API access

Fixes:

• Removed Salesforce sandbox installation message
• Corrected Salesforce field mapping names

8.1.3

5/13/24

Features:

• Salesforce integration field mapping is available to Account Administrators, for accounts with Salesforce add-on

Fixes:

• Download to Salesforce fix in company detail slider
• Successfully push all mapped fields to Salesforce Accounts and Contacts
• Change “National” and “Local” search to “Companies” and “Locations”

8.1.2

4/23/24

Features:

• Subscription plan – fleet size and power unit size maximum for Classic, Pro, Team, Enterprise
• Subscription plan – Account Admin settings – added Manage Plan section with subscription plan, expiration/renewal date, total account credits and percent usage

Fixes:

• Login with nonstandard email domain formats
• Dark mode improvement
• Salesforce integration – data push to test environment/sandbox