2026.2 Release Summary

HOW TO USE RELEASE SUMMARY

The release notes offer a brief description of the improvements and new features. Contact your Tier1 Client Services representative to learn more or provide feedback on what else would be valuable to see in the release summary. See article for full details on what browsers and platforms we support. Supported browsers and devices is updated each release to reflect what Tier1 currently supports.

There are no 2026.2 release of Security Engine. The release is available for upgrade by July 27, 2026.

INBOX

Exchange Sync – Meeting Sync (Pilot Release)

Pilot Release Notice: This feature is available for pilot testing only. Clients should evaluate it in a Sandbox environment and should not deploy it to Production.

Overview

Exchange calendar meetings can now sync to Salesforce as Event Activity records, with attendees linked to existing CRM contacts, providing a complete view of client interactions and engagement history.

Key Capabilities

• Administrator can configure which users are to be opted into the automatic sync, and how far back of past meetings to sync for the initial sync.

• Meetings from a user's personal/default Exchange calendar are automatically synced to Salesforce Events for users who opt in.

• Meeting attendees are matched and linked to existing CRM contacts where applicable.

• A single Salesforce Event is created per meeting, even when multiple synced users are attendees.

• If at least one attendee has opted in to Meeting Sync, the meeting will be synced.

Exclusions

• Private meetings are never synced. If any attendee marks a meeting as private in Outlook, the meeting will be excluded from sync.

• Meetings from configurable excluded email domains are not synced.

• Shared and secondary calendars are not supported; only the user's personal/default calendar is synced.

In future release, we will be adding the capability to automatically sync meetings based on Outlook categories.

Mass Email Enhancements – Sender and Reply-To Configuration

Added new administrator-controlled settings for Mass Email to provide greater flexibility in configuring sender identity and response handling. Administrator can configure the Display Sender Name, From Email Address, and Reply-To Address for Mass Emails to ensure consistent branding and centralized response management.

Enhancements

• Administrators can configure a Display Sender Name (for example, "Tier1 Marketing") that is shown to recipients instead of the individual sender's name.

• Administrators can configure a From Email Address so mass emails are sent from a standardized email address rather than individual user mailboxes.

• Administrators can configure a Reply-To Email Address to route all recipient replies to a centralized mailbox.

• Supports Outlook’s “Have replies sent to” behavior to ensure replies are correctly routed to the configured mailbox.

• Admin-level settings override all user-level configurations and cannot be bypassed by end users.

• No default values are provided; configuration is client-defined.

Technical Notes / Limitations

• The From Address and From Display Name are currently supported only via SendGrid integration.

• SMTP does not reliably support sender name/address spoofing due to provider restrictions.

• Microsoft Graph integration has additional prerequisites and constraints for sending behavior, which may limit full support depending on tenant configuration.

Other Client Feedback

1. Mass Emailing – Exclude Hidden Lists from Recipient Selection: Added support to control the visibility of hidden recipient lists in Inbox mass emailing, providing a more consistent experience between Client Center and Inbox.

2. Mass Email Recipient List – Column Visibility Improvements: Added minimum column widths and horizontal scrolling support to improve readability when displaying multiple columns.

3. Inbox – Missing Contact Indicator: Enhanced the Inbox Side Panel with clearer visual cues and updated actions to help users quickly identify email senders who are not in CRM and create missing contacts directly from Inbox. The changes includes: updated the label from “X emails not found” to “X Contacts not found.”, renamed the “View All” action to “Create Contacts” for greater clarity, selecting “Create Contacts” opens the existing non-CRM contacts screen, allowing users to view all unmatched contacts and create CRM contacts directly from the list.

4. Account Contacts – Coverage Filter: Introduced a Contact Coverage filter on the Account Contacts tab to allow users to view only contacts within their assigned coverage. Added configurable setting to control whether coverage or all contacts are shown by default, improving sales efficiency while preserving flexibility for other user types.

CLIENT CENTER

BigDough Ownership and Profile view

To give users a unified view of ownership and profile data without switching between systems, the following BigDough capabilities are now available in Client Center:

Users can now access BigDough ownership and profile views in Client Center BigDough cube to view contact/account profile, link contact/account to CRM, view account contacts, view contact/account funds, view portfolio summary like top 10 holdings, top 5 new positions and closed positions etc.

Mass e-mail enhancements

To provide greater visibility into email engagement and make it easier to act on campaign data, the following mass email improvements have been made:

1. Users with visibility to a mass email can also view related account and contact metrics calculated on the basis of all mass emails visible to the logged-in user, ensuring consistency between email-level metrics and account/contact-level metrics in Activity Manager.

2. Users can now export data from mass email details screen.

3. Users can view Total Unsubscribe as a column in the by account view. Total Unsubscribe is the number of unsubscribes for all the contacts at the account for the mass emails sent in the date range selected.

Data import

To reduce manual effort and enable faster list creation from existing data, the following data import capabilities have been added:

1. Users can now import account data from excel to create static new account lists in Client Center

2. Users can now import contact data from excel to create new contact lists in Client Center. This was previously available only in the new beta version of Client Center.

Other client feedback items

1. Users can now save the states of the field checkboxes available along with their contact or account saved search. For eg: If a user is searching for specific field value on a city, they can save the checkbox state of ‘city’ in the saved search.

2. Users can now have their address automatically matched against existing records when a contact is created or updated, eliminating duplicate address entries and ensuring consistent address data across the system.

DEAL MANAGEMENT

CLONING FUNCTIONALITY ENHANCEMENTS

The deal cloning feature has been enhanced to ensure compliance, integrity and efficiency for new deal creation.

Enhancements include:

1. Admin users can customize which fields are copied when cloning a deal to create a new one.

2. Users can clone tranche/invoice data along with the deal.

3. Deal cloning option would now be hidden from users who have only view access.

Limitations

The fields that  determine the layout are always copied despite exclusion in customization. For eg: Stage and staus fields would always be copied because the rest of the fields in the layout depend on the these selections.

PERFORMANCE IMPROVEMENTS

Various performance improvements have been implemented to the Deals application to improve startup speed, data retrieval performance, and overall application stability - including replacing expensive metadata calls with direct references, reducing processing complexity for large datasets, and introducing more controlled record loading to prevent platform limit errors.

CONSUMPTION REPORTING

FIXES AND IMPROVEMENTS

This release will focus on bug fixes and improvements.

EVENTS - SELL SIDE

EVENTOGY CONFERENCE INTEGRATION ENHANCEMENTS

This release introduces multiple enhancements to the Eventogy integration across Events Cube and Standalone views, improving configurability, data visibility, and user filtering capabilities. These enhancements improve visibility of conference and meeting metadata, streamline filtering across Events Cube and Standalone views, and provide administrators with greater control over default behaviors and user experience consistency.

Important Upgrade Note (Pilot Clients – 2026.1)

• Clients using the pilot version from 2026.1 must manually remove unmanaged triggers when upgrading to 2026.2.

• Please contact Tier1 Support for detailed guidance prior to upgrade.

Events Cube Enhancements:

• Enhanced Meeting Slot Details

  • Meeting slots now display additional context including: Account Name, Topics, Interaction Sub-Type (e.g., 1x1, group meetings)

• “Include Conferences” Configuration

  • Added AFR setting to control default behavior for Include Conferences toggle in Events Cube List and Calendar views.

  • Admins can define system-wide default behavior.

  • System remembers the user’s last selected option for the Include Conferences toggle to improve continuity of experience.

Eventogy Standalone View Enhancements:

Conference Display & Account Enhancements

• Added ability to display Registered Corporate Accounts on Conferences.

• New Conference object field supports passing registered account data for display.

• Multi-select dropdown introduced with:

  • Account name parsing from comma-separated values

  • Search/filter capability for easier account selection

Conference Attendee Improvements

• “Non CRM Account” attendees now include Account Name for better identification.

• Added filter to Conference Attendee section to filter Non CRM Accounts.

Conference Schedule Enhancements

• Added Topics filter to Conference Schedule section.

• Added Interaction Sub-Type field to Conference Schedule view.

• Expanded meeting group-by row to include: Interaction Sub-Type (1x1, group, etc.), Account Names, Topics

Meeting Schedule & Attendee Filtering

• Introduced Key Participant Account filter (picklist-based) in Meeting Schedule grid.

• Enables users to quickly filter meetings by attending key participant accounts.

MASS ASSIGN KEY PARTICIPANTS TO MEETINGS

Introduced a new centralized workflow for Event Coordinators to efficiently assign Key Participants across multiple meetings in bulk, reducing the need for individual meeting updates. This feature introduces a streamlined bulk workflow for assigning Key Participants to meetings, significantly reducing manual effort for Event Coordinators while maintaining strict adherence to meeting constraints and AFR booking rules.

The Mass Assign Key Participant to Meetings feature enables Event Coordinators to add Key Participants to multiple meetings in a single workflow. This improves operational efficiency when managing Collections or Events with multiple related meetings.

• The Mass Assign Key Participants screen is a standalone workflow that can be launched from multiple contexts including: Launch Points are in Event Summary Screen Collection/Event context menus.

• Event Coordinators can select one or more meetings and assign Key Participants to meetings in bulk.

• Supports adding Key Participants only

• Does not support removing Key Participants or editing other meeting details

• Respects AFR configuration for over-capacity booking rules: If overbooking is allowed, Key Participant assignment proceeds. If overbooking is not allowed, the assignment fails for affected meetings.

• Existing meeting constraints are enforced, including: Capacity limits, meeting locks, “Reserved by” restrictions

• A failure summary is displayed after execution, indicating: Which Key Participants failed to be assigned, which meetings were affected, and the reason for failure where applicable (e.g., capacity, lock, reservation)

SUMMARY PANE ENHANCEMENTS - MEETING AVAILABILITY & BOOKING VISIBILITY

Improved the Summary Pane booking experience to provide clearer visibility of meeting availability and align booking behavior with the Schedule Tab. This enhancement improves consistency across booking views and increases visual clarity in the Summary Pane, helping users quickly understand meeting availability and booking eligibility without switching between views.

• The displayed count now reflects the total number of meetings, rather than only “available meetings.”

• Improved the “Book” button in the Summary Pane for better clarity of booking status.

• Updated visual behavior to align with the Schedule Tab booking icons.

• Provides clearer indication of whether a meeting slot:

  • Is open for additional bookings

  • Is available for booking clients from different accounts

  • Has capacity restrictions or limitations

OTHER CLIENT FEEDBACK

• Key Participant Enhancement – Automatic Meeting Attendee Update on Event/Collection Changes: This enhancement automatically updates Meeting Attendees when contacts are promoted to Key Participants at the Event or Collection level, ensuring consistent role representation without requiring manual rework of existing meeting bookings.

• Target List – Visual Indicator for Event Target List Availability: This enhancement adds a clear visual indicator to show when a Target List exists, improving discoverability and reducing the need for users to open the Target List screen to confirm its presence.

PERFORMANCE IMPROVEMENT

This release introduces minor performance optimizations in the Booking Screen, specifically in meeting location handling and booking workflows while identifying key areas for future improvement, particularly around client-side booking logic and trigger optimization. Current gains are incremental, with larger performance improvements expected in subsequent releases.

MOBILE

Mobile Intunes for iOS  

The Tier1 Mobile now for Intunes application registered under SS&C for iOS is now available for users with support for conditional access, compliance, device configuration, and app protection policies - enabling enterprise teams to manage and secure the app within their existing MDM framework.  

Other client feedback items

Based on client feedback, following enhancements were made by the team in this release:

1. Users can now view all Client Center dynamic lists in the mobile application.

2. Users can now add custom fields in meeting form as needed.

3. Users can now find account pre-populated when they open QAC form from the contact page.

4. Users can now perform wild card search within Client Center interest search.

5. Users can access related records by clicking on related look-up fields in task and meeting forms.

DATA MODEL CHANGES

NEW OBJECTS

NEW FIELDS

DEPRECATED FIELDS

There are no deprecated fields.

FEATURE RETIREMENT

There are feature retirements that may impact this release. Click here to view the article for all feature retirements.