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What if the tools you use every day could remove extra clicks, reduce manual effort, and help teams work faster without changing the way they already work?
This latest product update is focused on exactly that. From cleaner Data Tables and smarter workflow controls to AI-powered scripting, enhanced reporting, mobile activity tracking, and improved CRM insights, these enhancements are designed to simplify everyday operations while improving visibility, productivity, and user experience across the platform.
Whether it’s managing workflows, accessing forms faster, generating scripts with AI, scheduling meetings seamlessly, or tracking activities from one place, these updates are built to make work more connected, efficient, and intelligent.
Let’s explore what’s new.
What’s New in the Latest Release
Hide Empty Fields in Data Table
We’ve introduced a new enhancement that allows users to hide empty fields in the Data Table, making data views cleaner, more organized, and easier to analyze. Instead of scrolling through blank or unused columns, users can now focus only on fields that contain relevant information.
This update helps improve visibility, reduces clutter, and creates a more streamlined user experience while working with large datasets. It is especially useful for teams managing dynamic records where certain fields may not always contain values.
This feature helps users manage and review information faster while maintaining a more focused and productive workspace.
Forms Now Available Directly in Data Table
We’ve added a new Forms section within the Data Table to make form management faster and more accessible. Users can now conveniently access forms directly from the Data Table without switching between different modules.
With this enhancement, users can:
- View the complete list of available forms
- Create new forms directly from the Data Table
- Quickly navigate to the required forms with ease
- Improve workflow efficiency with centralized access
This update simplifies form handling and helps users save time by keeping everything easily accessible in one place. Whether managing existing forms or creating new ones, users can now work more smoothly and efficiently from the Data Table itself.
Delay Timer in Workflow Management
We’ve introduced a new Delay Timer feature in Workflow Controls to provide better task visibility and timing management within workflows. Users can now enable the toggle option to display the task directly in My Task for improved tracking and workflow monitoring.
This feature helps teams stay informed about workflow delays and enhances overall task management by providing better visibility into workflow timelines.
Role-Based Data Visibility Added in Workflow Dashboard Reports
We’ve enhanced Workflow Management reports to support role-based data visibility in both Standard and Advanced Dashboard Widgets. This update ensures users can access data based on their assigned roles and permissions, improving security and data control across dashboards.
With this enhancement:
- Admin and Owner users can view complete dashboard data across all users
- Other users can view only the data related to their logged-in account
- Dashboard reporting becomes more secure and role-specific
- Teams can maintain better access control while analyzing workflow data
This improvement helps organizations ensure the right users access the right information while maintaining clearer and more secure reporting visibility.
Security Features Extended to Previous Workflow Versions
As part of the latest enhancements, users can now apply the security features of the latest workflow version to previous workflow versions as well. This helps maintain consistent security configurations across workflow histories and older versions.
With this update, users can:
- Reuse the latest workflow security settings in previous versions
- Maintain consistent access control across workflow versions
- Improve workflow governance and data protection
- Reduce manual effort in configuring security repeatedly
This enhancement provides better flexibility and ensures stronger security management throughout the workflow lifecycle.
AI-Powered Script Generation
We’ve introduced a powerful new AI enhancement in the Script feature across Forms, Tables, and Workflow Controls. Users no longer need to manually write complex scripts. Instead, they can now simply provide prompts in natural language to YoroAI or any other configured AI provider and instantly generate the required script.
This enhancement makes scripting faster, easier, and more accessible for both technical and non-technical users.
With this update, users can:
- Generate scripts using simple natural language prompts
- Use YoroAI or other configured AI providers for script creation
- Reduce manual coding effort and save development time
- Create scripts more efficiently across Forms, Tables, and Workflow Controls
- Improve productivity with faster automation and configuration
This feature simplifies the scripting experience and helps users quickly build logic and automation without needing advanced coding expertise.
Google Calendar in Integrated Apps
We’ve introduced Google Calendar integration with Single Sign-On (SSO) support to make meeting scheduling and calendar management more seamless. Users can now securely connect their Google Calendar using SSO, view all scheduled meetings, and schedule Google Meetings directly from the platform.
This enhancement helps users manage calendars and meetings more efficiently without switching between multiple applications.
With this update, users can:
- Configure Google Calendar integration using SSO
- Securely sign in with their Google account
- View all scheduled meetings from the connected calendar
- Schedule Google Meetings directly within the calendar
- Simplify meeting management and collaboration
This feature delivers a more connected scheduling experience and improves productivity by centralizing calendar and meeting management in one place.
Charts Included in Scheduled Report
We’ve enhanced Scheduled Reports by adding support for Chart-Type Reports in HTML format. Users can now schedule visually rich reports with interactive chart configurations, making report sharing and analysis more effective.
This enhancement provides greater flexibility in report customization and helps users generate more insightful scheduled reports.
With this update, users can:
- Include Chart-Type Reports in Scheduled Reports using HTML format
- Enable drill-down options for deeper data analysis
- Apply and customize report filters as needed
- Configure chart display settings for better visualization
- Share more interactive and visually organized reports
This feature improves reporting capabilities by making scheduled reports more dynamic, customizable, and user-friendly for data analysis and decision-making.
Enhanced AI Insights
We’ve enhanced the AI Insights feature in the YoroCRM Contact Card by adding smart navigation options within AI recommendations. Now, for every AI-generated recommendation, users can directly navigate to the relevant communication channel such as Email, SMS, or Calls for faster engagement and action.
This enhancement helps users respond more efficiently and improves overall customer communication workflows.
With this update, users can:
- View enhanced AI-powered recommendations within the Contact Card
- Access direct navigation options for Email, SMS, and Calls
- Quickly move to the required communication application from AI recommendations
- Improve response time and customer engagement
- Streamline communication workflows with faster actions
This feature makes AI recommendations more actionable by enabling users to instantly connect with customers through the appropriate communication channel.
Activities Feature for Mobile Application
We’ve introduced a new enhancement in the mobile application that allows users to view all activities in one centralized location. This makes activity tracking simpler, more organized, and easier to manage while using the mobile app.
To help users quickly find the required information, advanced filtering options are also included within the activity view.
With this update, users can:
- View overall activities from a single location in the mobile application
- Apply filters based on Type, Activity, Date, and Users
- Quickly search and organize activity records
- Improve visibility into ongoing actions and updates
- Access important activity details more efficiently on mobile devices
Additionally, the Overall Activities section can now also be accessed directly from the Contacts screen. From there, users can separately view and manage activities related to:
- SMS
- Calls
This enhancement provides a more streamlined and user-friendly mobile experience by making communication activities and tracking more accessible and convenient from a single interface.
Todo and In-Progress Count Widget
We’ve introduced two new dashboard widgets that help users quickly track task progress by displaying the count of tasks in the To-do and In-Progress columns. These widgets provide better visibility into ongoing work and help teams monitor task status more effectively.
With this enhancement, users can:
- View the total number of tasks in the To-do column
- Track tasks currently in the In-Progress stage
- Monitor workflow progress directly from the dashboard
- Improve task visibility and workload management
- Gain quick insights into pending and active tasks
These new widgets make dashboards more informative and help teams stay updated on task progress at a glance.
Small improvements often create the biggest impact in day-to-day business operations. This release focuses on making tasks simpler, workflows smarter, reporting more insightful, and collaboration more seamless across the platform.
From AI-assisted automation and enhanced dashboards to centralized activity tracking and improved integrations, every enhancement is designed to help teams save time, reduce manual work, and stay more productive.
As businesses continue to look for faster and smarter ways to work, these updates ensure users can manage processes more efficiently while enjoying a smoother and more connected experience across workflows, CRM, reporting, and mobile applications.
