Improvements
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Organizations – Membership Began On: Automatically sets the membership began date based on the earliest linked membership entry, while preserving any earlier imported value already present on the organization record.
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Segments – Person Membership Filters: New “Without” and “Without Active” options added to person segments to target those lacking specific or active memberships.
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Segments – Organization Tags: Added ability to filter people by the tags of their connected organization via Organization > Profile > Tag in People segments.
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SSO – Person Identifying Number: Added support for using a person’s identifying number in Single Sign-On workflows
Bug Fixes
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To-Dos – Assigned To Dropdown: Fixed an issue where the “Assigned To” dropdown didn’t update with search results, ensuring users can select from the correct list of assignees; this fix also improves behaviour in other similar search inputs
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