What’s new

Client Profiler and the Firm tab. Studio's Firm tab tracks the sectors, markets, and accounts your firm is pursuing, and the work you decline. It also researches individual stakeholders, and won't state something as fact unless the evidence backs it.

Workspace roles, explained. Workspace Settings now has a roles reference. It shows what an Owner, Member, or Guest can reach, edit, and delete — across the workspace, individual projects, and shared links. A promoted Member keeps the same access as the workspace's creator.

Multi-currency pursuits. Pursuit values now carry their own currency, with a workspace base currency and a manual exchange-rate table. A pursuit's rate freezes the moment it closes, so past totals never drift. Deal values group digits with commas as you type.

New file types. TIFF and HEIC images upload directly now. They're converted for you, so you don't have to convert them first.

Redesigned surfaces. The Add-to-Project, Media Files, and Project Activity windows got a cleaner pass, along with roster permissions, share-link activity, and the deck editor's bottom dock.

Everything in your workspace opens for you. Own a workspace and you can open any deck, form, previs, walkthrough, or project filed in it — including work a teammate made without adding you. Decks, forms, previs, and projects open ready to edit, and you decide who else has access. Before, those items appeared on your dashboard but opened to an access-denied page.

Link previews show your opening slide. Paste a deck's share link into Slack or an email and the preview is a picture of its opening slide. It's made when you create the deck's public link. Refresh it from the Share window or from the deck's card menu.

Deck cards show the same picture. Deck cards on your dashboard use that image. It updates shortly after you change the first slide and your edit saves. Apps that already previewed a link may keep showing their saved copy.