I mean, we talked about that, every other changelog, it seems, is bragging about our user defined fields (UDF). Yet another entry then, you can now search data recorded at your UDF fields.

The format is "udf-<field name>", for example "udf-lead-user-id:23" would search for the user id 23 in the UDF field "lead_user_id". For dates or integer/number fields, we support the usual ranges, for example "udf-profit:100-1000". Booleans are now also supported for example, "udf-needs-archiving:true".

To make it easier to understand which field names to use, it will show the field names when hovering over the label of a UDF field:

Version 25.11.27.

Your detail boxes used to look plain and uninteresting. Add some markdowns though, the spice of... long texts, and your message can be clearer. And prettier. What are the markdowns, you ask. Here is a knowledge base that will help you out https://support.kompassbms.com/article/166-create-a-new-proposal and the image below will make its point. Add tables, headers, checkboxes, links and more at your details, notes, comments, etc. fields.

Are you sending invoices to your clients directly from Kompass? If not, well, kind of well done! But if you are, you can now send your proposals as well directly to your clients. Hit "Documents", pick the proposal you want to use and then just send it.

No need to download and prepare the email again.

And don't you worry, if you want to use your very own email context, you can do so. Every estimator can have their very own personalized email template to send to the clients they're dealing with.

Let me give you my big wish list for Kompass. I didn't like that the collapsing of parents wasn't summing up its children values. We thought about it and we came up with a solution. And we think it's brilliant! Go collapse some parents and see how it looks like!

For some of you that you are using the Expense module, Kompass is allowing you to batch import your expenses straight from your credit card statements. And then we thought, why not allowing you to import data on other modules as well? You can now do so. Import clients, contacts, projects and invoices, even users and time off entries.

Remember the days you were only able to add extra fields for projects and suppliers alone? Well now you can do so for nearly all Kompass datasets. If they're on a red square*, you can add your own new fields and tailor your Kompass account to fit your exact needs.

* add your own fields under: Organizations, Contacts, Projects, Equipment, Expenses, Suppliers, Time Off, Employees, Proposal Items, Tasks.

You have asked for dividers so that similar extra data fields will be grouped together. You wished for selecting employees, contacts, proposal items etc from a drop down menu. You talked about having multi-lined fields in there, similar to the "details" field.

Well, all of them are now in place. From version 25.11.24 onward.

You can set them all at your API Admin so if you need any help, let us know or if you feel brave enough, check this concept article https://support.kompassbms.com/article/263-user-defined-fields-udf.

You're likely familiar with adding your own custom fields to projects. We're happy to say you can now do the same for your client dataset.

And to save you even more time, you can now set a default Primary Contact and Billing Contact for each client. The next time you create a new proposal for them, Kompass will auto-populate those fields for you.

The more we can save you time on mundane tasks, the happier we get.

It happens, sometimes a project just has to be put on hold. But you don't want it cluttering your list of active work, and it's not 'Lost' either.

So, what do you do? Now, you can officially "Suspend" it.

Suspended projects move to their own separate space, keeping your main view clean. And when you're ready to find them again, a new filter makes it simple. Suspended, yes, but not forgotten.

Remember searching for a task, only to be met with a wall of colour from every other task a person had? It made finding what you needed a bit of a treasure hunt.

We thought that could be much better. Now, when you search, all non-relevant tasks will be greyed out, putting a spotlight on exactly what you asked for. Your search results are now crystal clear.