Cards that say something, boards you can search, and a sidebar you arrange

A pipeline card showed one thing: the name. So the only way to find out what a deal was worth, who owned it or when it was meant to close was to open it - on the one screen whose whole purpose is seeing the shape of your work without opening anything.

One button for everything about a board

Edit pipeline replaces the “…” menu, and holds the lot in four tabs: Details, Stages, Cards and Delete. Name, stages and cards save together, with a dot on any tab you have changed, so setting a board up is one sitting rather than three round trips through a menu you had to find again each time. Delete keeps its own button and is never part of Save.

And you can rename a board now, which you could not before. It is on the Details tab, and it says the thing worth knowing first: a pipeline’s name is the name of the stage field on each record - they were never two things - so renaming it here renames it there. Nothing breaks; filters, flows and reports follow the field, not its label.

Pick what each card shows

The Cards tab puts up to five fields under the name. The order is yours and it matters: the first one is the subtitle, on its own line at full size with no label, and the rest read as small labelled lines underneath. Value first gives you a board about amounts. The company first gives you a board about who each one is for. Same five fields, different board.

Empty fields are left off rather than showing a dash, and every value is formatted exactly as it is on the record. Five is the cap on purpose - past that a card stops being something you glance at and starts being a table row with rounded corners, pushing your columns off the screen. Each board keeps its own choice, so a sales board and an onboarding board over the same deals can show different things.

Search and filters, on the board

The board now has the search box and the filter bar your record lists have. Narrow to one owner, this quarter, over 10k - the board redraws around it, and the count above says how many are showing, so a filter left on from last week never reads as missing records.

Views saved on a board are the board’s own. They started out sharing a set with the record list, which sounds tidy and is wrong: a board and a list over the same records ask different questions, so stuck in proposal, mine, over 10k was turning up in the list’s view menu beside everything closed last quarter, sorted by value, and each was noise on the other’s screen. Two boards over the same record type still share theirs - they filter the same fields.

Saved views remain shared with everyone in the workspace, on boards and lists alike; naming one gives it to your colleagues too. Saving one with a team picked instead narrows it to that team.

Closing the last filter takes you back to All records

Apply a saved view and its filters appear as chips with its name in the view control. Close the last chip and the name stayed - nothing filtered, every record showing, and the control still saying Multi-Venue Groups, with the dot that means “unsaved changes to this view”. The next thing to hand is Update, which would have overwritten the view with nothing.

Now: anything still applied keeps the name and the dot, because a narrowed version of a view is recognisably that view. Nothing applied releases it, because there is nothing left of the view to have changed. On record lists and boards both.

You come back to the board you were on

Arriving at Opportunities dropped you on whichever board happened to be first, so anyone whose work lives on the third one re-picked it every single time. It remembers, per person rather than per workspace - two people can live on different boards without moving each other around. A link with a pipeline in it still wins, so a board somebody sends you opens where they meant.

You can delete a board

There was no way to remove a pipeline. Now there is, on its own tab, and it is careful about the one thing that is easy to get wrong: a board is a stage field on a record type, and deleting the board deletes the field, not your records.

It tells you what the board actually is, then two lists. What goes: the stage field, the stage each record was at, and the history of how they moved - with the numbers said out loud before you type the board’s name to confirm. What stays: all of your records, every other field, everything on their timelines, and every link to your other records.

If a record type only existed to carry that board, removing it as well is a separate job in Settings → Objects & fields, which names how many records go with it. We keep those apart deliberately: nothing in the data distinguishes a record type made for a board from one made for its own sake, and deleting a few hundred records on a guess is the worst thing this app could get wrong. And if an active flow reads the stage field, the delete is refused and names the flow - a flow whose field has gone stops firing silently, which is worse than it failing.

The picker says which board is which - with a mark, not a sentence

Two kinds of board come out of setup and they looked identical in a dropdown six months later. The first attempt at fixing that spelled it out - Sales pipeline contacts · Deals → Contacts - which was accurate and useless: three nouns and an arrow, most of it repeating the board’s own name, in a control with room for a line. A distinction you have to read every time is not one you can scan.

So it is an icon: a link for a board with its own record type joined back to people, a dropdown for a stage field sitting on records you already had. The words moved to the second line inside the picker, where they cost nothing - Deals, linked to Contacts, or A stage on each of your contacts.

Changing a stage now shows on the record straight away

Drag a card to a new column, click into it, and the stage field showed the old stage for a second or two before catching up. Nothing was wrong with the save - the record page was painting a cached copy while it refetched - but it looked exactly like a save that had failed. It updates instantly now.

Arrange the sidebar

In Settings → Objects & fields, drag record types into the order you want them in the sidebar, and under headings you name yourself - Sales, Delivery, Reference data. The list parts as you drag so you can see where a row will land, and dragging a heading by its own handle moves it and everything under it.

The first heading is Records, the one the sidebar always had, and it holds anything not filed elsewhere. It is now an ordinary heading: rename it, move it above or below the others, hide it. The only thing it cannot do is be removed - it is where record types live when they are under no heading of their own.

In sidebar on a heading hides everything under it at once, alongside the switch each record type already had. Hiding a heading leaves those individual switches alone, so turning it back on restores exactly what was showing before rather than un-hiding the ones you hid on purpose. Removing a heading never removes what is under it. Everything saves as you do it.

Booking pages: publish is a button, and pages can be deleted

Going live used to be a pill you clicked - identical to every status badge in the app, which are labels. So the most consequential control on the screen read as decoration, and the two things that belong side by side, publish and save, were a pill and a button of different sizes.

The pill is a label again. Publish / Unpublish sits inside the page editor beside Save, same size, same shape, in the order you do them - and you make that call with the page in front of you rather than from a list row that shows none of it. On the list, the pill still tells you which pages are live; the only thing you can press there is Share, because the link is the reason the page exists.

And a page can now be deleted, which it never could - the list only ever grew. It is at the bottom of the page editor, past everything the page is, rather than one slip away from Share on the list. You type the page’s name, because what is being destroyed is a URL that is out in the world in signatures, on websites and in invites. Meetings already booked through it are kept, with everything on the contacts’ timelines: this removes a way of booking, not a booking.

Two things removed

• The + on every stage column has gone. Every column carried one, so the header row read as a strip of identical buttons competing with the actual primary action above the board - and adding into a specific stage is a rarer thing to want than a button per column implies. Use + Add and drag it where it belongs.
• Track more than one per… has been withdrawn while we rebuild it properly as part of stage work. Boards you already split stay exactly as they are; the option is no longer offered.

And some smaller ones

• The selection box in your library is see-through, and it starts where you press. It painted a solid panel over the files it was sweeping, so you could not see what you were about to select. It also began scrolling the moment you pressed anywhere near the bottom of the pane - with no movement at all - and the box grew upwards out of a stationary cursor. Nothing happens now until you actually drag, and the box spans from where you pressed to where your pointer is, and nowhere else. Files swept past while the page auto-scrolls stay selected.
• You can see what you are dragging in Settings → Objects & fields. A row dragged between headings disappeared behind the next panel and only reappeared once you let go, so you were aiming blind. It floats above everything for the whole gesture now.
• Headings can actually be moved. Dragging one did nothing at all: headings and record types shared one drag surface, so a heading kept landing on a row instead of on another heading and the reorder gave up. Each now only sees its own kind.
• An empty heading is a real drop target. The section at the top collapsed to a couple of pixels once everything was filed under a heading, so taking one back out meant hitting a two-pixel target.
• The pipeline picker and the board search box are the right height. Both were shorter than the controls beside them on the record pages - a row of things meant to read as one set, none of them lining up.