Cleaner Data, Smarter Tasks, and Upcoming Objective Library

Another week, another round of improvements to help you climb higher with Altitude. From smarter data accuracy to smoother workflows, here’s what just landed:

Contact & Data Accuracy

Keeping client data clean, correct, and clear is at the heart of great service. This week we’ve:

  • Added SSNs to the Intelligence Tab – Social Security Numbers now display in Contact Detail (fully encrypted, of course). You get visibility when you need it, without sacrificing security.
  • Improved Relationship Visibility – Relationships now display on the Member Tile in Contact Detail Workspace, making it easier to understand households and connections at a glance.
  • Fixed Preferred Contact Display – Contacts and households now consistently display the right preferred contact info, reducing confusion when reaching out.
  • Resolved Canadian Zip Code Error – No more mismatched or missing addresses for Canadian clients.

Tasks & Calendar

Your calendar and task list should keep you on track—not cluttered. Here’s what’s changed:

  • Cleaner Calendar Views – The “Task Completed” view is now off by default, so your calendar shows only what’s upcoming and actionable.
  • Migrated Attachments Now Accessible – Any attachments that came over with tasks during migration can now be opened without issues.
  • Fixed Tag Deletion Bug – Tags now clean up properly when removed, helping you keep records organized.

Activity History & Search

Finding what you need should be fast and frustration-free.

  • Activity History Filters Now Save – Once you select filters, they’ll stick. No more re-setting every time you return to Activity History.
  • Enhanced Search Bar – Clearing a prior search is now quick and easy, making the search experience more intuitive.

Communication & Compliance

Reliable communication and clear compliance indicators are non-negotiable.

  • DNC Badge Fixed (For Real This Time) – Compliance visibility is back in action, ensuring you never lose track of Do Not Contact flags.
  • Email Sync Errors Resolved – Messages now flow consistently so you stay connected without missing a beat.

Mobile & UI Enhancements

Because user experience matters.

  • Pathfinder Stability – Pathfinder no longer shifts position when resizing your browser window. He’s found his footing.
  • Contact Tile Fix (Mobile) – Internal fix ensures Personal Contact Workspace tiles display properly on mobile.

Internal / Admin Enhancements

Support teams now have an easier time helping you stay productive:

  • Admin Console Enhancements – Internal improvements make it quicker to reset user logins and get you back on track if there’s an issue.

Coming Soon: Objective Library

This week, in addition to ongoing fixes and refinements, we’re preparing to launch the Objective Library—a new way to track, organize, and execute client planning and strategy. Stay tuned for the official release!

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