--- title: "Platform release notes 2025" slug: "platform-release-notes-2025" description: "Platform release notes provide information on enhancements and various minor bug fixes to the Fullcast UI for 2025." updated: 2026-03-31T18:01:55Z published: 2026-03-31T18:01:55Z stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://support.fullcast.com/llms.txt > Use this file to discover all available pages before exploring further. # Platform release notes 2025 Platform releases in 2025 are for enhancements and various minor bug fixes to the Fullcast UI. #### 26 December 2025 **Bulk edit record in the commissions ledger** - You can now update and adjust multiple ledger records simultaneously. #### 23 December 2025 **New eligible targets for crediting rules** - You can now access and add multiple targets from any module to a crediting rule. --- **Fixed auto rerun rule failures** - The auto rerun rule would not execute correctly if the database used storage engines other than MYISAM. #### 22 December 2025 **Metrics and targets in the compensation plan calculations** - Added support for defining and calculating metrics and targets directly within the compensation plan calculation engine. - Improved reporting and analytics around compensation plan performance. --- **Updated crediting rule details to support cross-plan access and configuration** - Expanded crediting rule framework to allow configuration and access across multiple plans. - Improved user experience for admins managing cross-plan rules. - Enhanced permissions and visibility controls for crediting configuration. #### 11 December 2025 **Lock and unlock transactions and commission periods** - Individual or batches of transactions can now be locked and unlocked directly from the transactions table. - You can now lock and unlock commission periods in a compensation plan. --- **Add payees in transactions** - You can now add new payees and view detailed information for each in the Payees section of Transactions. --- **Mass edit transactions** - Improvements were made to the transactions table that allow mass editing. --- **Role-based commissions** - You can now have plans with different compensation periods and rules by eligible roles. --- **New filtering on the transaction table** - Expanded transaction criteria so you can now filter by roles and additional attributes. --- **Timeline and people filters, UI Improvements, and data type support** - The Transaction table now defaults to display more relevant fields. - General UI enhancements implemented for clarity, usability, and speed. - JSON data type is now supported for calculation fields. #### 07 November 2025 **Save reports** - You can now edit, save, save as individual reports to folders within the reports module independent of dashboards. - Report folders were updated to allow different data source types (Segments, Teams, Products) within the same folder. --- **Targets (v2) upgrades** - Targets (v2) was integrated into coverage workflows, you can now populate and use them within coverage workflows. - [GTM chart report types](/v1/docs/gtm-charts) can now access all targets (legacy and v2). - Distribution for top down targets was simplified for stability and reliability. - You can now adjust target numbers for annual, quarterly, or monthly targets. - You can import an export scaler targets. --- **Teams module updates** - The Teams module was updated to the new UI. --- **New metric type** - A new metric type has been added to the formula builder where you can pull territory targets based on a specific person or coverage assignments. - You can also pull territory metrics that pivot on a person in the coverage assignment. --- **Holdout policy updates** - You can now apply exempt opportunities in holdout policies where any opportunities that meet the requirements will be exempt from the holdout. - The **Current and Outgoing Owner must match** option was also moved to the **Exempt Opportunities** section. When you toggle it on, any open opportunity that the current owner of the account doesn’t own will be exempt from the holdout. - You can now set restrictions to limit the number of open opportunities a representative can hold and sort that restriction by a specific metric. - **Participant selection period**gives representatives a set number of days to select which open opportunities they want to keep before the holdout policy is applied. - You can now create an opportunity team member and tag a field on the opportunity. - You can now create opportunity splits when a holdout starts, expires, or an open opportunity is transferred. - Refer to [Managed Package 2.204 (17 November 2025)](https://support.fullcast.com/docs/managed-package-release-notes#managed-package-2204-17-november-2025) for information on Salesforce Holdout policy updates. --- **Notification updates** - In app and email notifications were fixed for the following events: - assignments.delete - assignments.endCoverage - assignments.update - targets.create - targets.delete - targets.recalculate - targets.update --- **Fullcast assistant workflow agent** - You can now use the workflow agent to create new assignments and end coverage for employees. --- **Fullcast assistant updates** - A stop response option was added in the chat. - The Fullcast AI assistant was upgrade to ChatGPT-5 Mini. --- **Transaction table editing** - You can now manually edit custom fields and add or remove payees directly in the **Transactions**table of a crediting rule. --- **Multiple currency import** - You can now import multiple currencies from your CRM to Fullcast. > [!NOTE] > Note > > Contact your CSM for more information. - View currency conversion values in compensation plans, the commissions ledger, and commissions’ reports. - View the number of imported currencies from **Jobs**. - In the commissions ledger, commissionable amount converts the currency the deal was made in to the corporate value. --- **New calculated fields and lookup fields in crediting rules** - You can now [add calculated fields](/v1/docs/manage-calculated-fields-in-a-crediting-rule) and reference [lookup fields](/v1/docs/manage-lookup-fields-in-a-crediting-rule) in a crediting rule which are used in commission formulas and qualification criteria. --- **Commissions module updates** - All targets (legacy and v2) are now available for commission quotas. - Performance was improved on transaction tables for running crediting rules when there is no filtering criteria to prevent time out issues. - Color coding on variables and formulas in compensation plans was added to enhance visibility and user experience. - **Opportunity Field** and **Formula Reference** were added as radio button options for the commission source in [compensation plan component criteria](/v1/docs/configure-compensation-plan-components). --- **Chain formulas in compensation plans** - When you create and save individual formulas within a compensation plan, you can now reference those formulas and chain them together to create new, more complex formulas, to streamline calculation logic. #### 20 September 2025 **Fullcast AI Assistant upgrade** - Support for Cursor has been added to connect to the MCP server. - You can now [use the workflow agent](/v1/docs/use-the-workflow-agent)****in the Fullcast assistant to move people, products, and accounts within Fullcast. - An interpreter has been added to provide context and troubleshooting steps for [audit log events](/v1/docs/explain-audit-events-and-error-traces#interpret-audit-log-events) and [failed job error trace details](/v1/docs/explain-audit-events-and-error-traces#interpret-error-trace-details). --- **Targets update** - You can now [import and export](/v1/docs/export-and-import-targets) team targets. - The UI was improved for a more consistent and efficient user experience. --- **Reports filtering capabilities** - [Record-level and user-context filtering](/v1/docs/filter-reports-on-a-dashboard#filter-on-a-person-account-or-product-node) has been added to dashboards for more granular report views. --- **Fullcast Pay custom tables for commissions** - You can now [create and add custom tables](/v1/docs/custom-tables-1) for commissions. --- **End coverage workflow and offboard employee updates** - You can now [select Assign](/v1/docs/end-coverage-for-an-employee#end-coverage)TBR as a coverage option when you end coverage for an assignment which does not require a temporary assignee. - You can now [off-board employees](/v1/docs/off-board-people-in-teams) directly from **Teams**. --- **New HRIS integration** - You can now [integrate your HRIS](/v1/docs/connect-hris) to Fullcast for employee management. > [!NOTE] > Note > > Contact your CSM for more information. #### 08 August 2025 [**Targets (v2) early access**](/v1/docs/targets-v2) - Targets (v2) is a complete revamp to the entire Targets module and is available as an early access feature. - You can mass edit selected targets—add filter criteria to Find specific targets to edit simultaneously. - Changes to targets remain in a proposed (draft) state until committed. - Committed changes to targets are recorded in the audit log. > [!NOTE] > Early access feature > > This feature is currently available for early access. Contact your CSM for more information. --- **Reports folders and dashboards redesign** - The folders and dashboard menus were redesigned for easier navigation. - Shareable links were added that redirect you to specific territories, if you have access. --- **New territory planning draft mode** - Territory planning now has a draft mode that you manually turn on where you can experiment without impacting live data. - Confirmation requirement window was updated with a single button click and no longer requires you to type `CONFIRM`. --- [**End coverage workflow upgrade**](/v1/docs/end-coverage-for-an-employee) - The **Terminate Employee** workflow was replaced with the **End Coverage** workflow. - When you select to **End Coverage** for a person, the workflow displays all assignments and targets for you to select actions on for that person. - A confirmation requirement was also added as an additional layer of protection against accidental changes. --- **Delete assignments option changes** - If a coverage assignment has exported, the option to delete the assignment is not available to prevent orphaned account teams in the CRM. --- [**Custom schedule profile templates in Targets**](/v1/docs/schedule-profiles) - You can now create and use your own schedule profiles in your target configuration and in scenario planning. - You can define schedules for monthly or quarterly. - A **Manual Schedule** for monthly calculations is available as a predefined template. --- **Prorated ramp profiles** - You can now create prorated ramp profiles based on days worked in a month. #### 03 July 2025 **Dashboard control updates** - A new **Edit Layout**option has been added to the action menu in the reports dashboard. The edit layout opens a view on the dashboard that allows you to organize and resize report widgets without impacting metrics. --- **Self-service ETL connection** - The [ETL connection setup with Salesforce](/v1/docs/connect-fullcast-to-salesforce) is now an automated process. --- **Font changes in the UI** - The font styling in Fullcast has been updated to match Fullcast branding. --- **Side panel updates** - The side panel has been redesigned for better usability. - If name of a node is too long to fully display in the side panel, you can hover over the side panel to automatically expand the panel to display the full name. - You can now also collapse the side panel when not in use. --- **New user roles** - Two new [user role permissions](/v1/docs/set-a-user-as-a-tenant-admin#permission-types) have been added: - **Sys Admin** - **Reporting** - You can now configure a user’s permissions from a dropdown in the edit user page in the **User Management**settings. --- **New Slackbot chat feature** - You can now [chat with the Fullcast AI assistant](/v1/docs/fullcast-ai-assistant) in Slack. #### 06 June 2025 **All new Commissions in Fullcast** - You can now access Commissions in Fullcast. - Create and manage crediting rules and compensations plans which integrate seamlessly with Salesforce. - View your commissions ledger and export commissions data. > [!NOTE] > Note > > Contact your CSM for more information. --- **View menu updates** - When you select **Change View** in **Territories**, **Teams**, and **Products**, you can now scroll through more than 30 view options. - Created view options no longer display who created the view. - You can also save, change, and update views. --- **Default for Assignment end date** - The Assignment default for the end date was updated so it defaults to the final day of the configured fiscal year instead of December 31 of the calendar year. #### 02 May 2025 [**Self service SSO**](/v1/docs/configuring-sso) - You can now configure SAML SSO for your Fullcast instance. - SCIM for SSO is also enabled so users removed from and added to the SSO are automatically synched with Fullcast. --- [**Fullcast AI assistant beta**](/v1/docs/fullcast-ai-assistant) - You now have the ability to turn on and try out the Fullcast AI assistant. - Chat with the assistant who will provide contextual information based on available support documentation. > [!NOTE] > Note > > Contact your CSM for access to beta features. --- [**Territory map improvements**](/v1/docs/create-geographic-territories) - Improved overall user experience by changing the user interface for the territory map: - Updated the color scheme for improved visibility and readability. - Territory balancer was moved from the top of the screen to the bottom and the search bar was enlarged for better accessibility. - Actions options were changed to a drop-down menu. --- [**Deprecated unlicensed node**](/v1/docs/tracking-licensed-and-unlicensed-people) - Users’ licenses are no longer automatically activated and the unlicensed node in teams has been deprecated. --- **License report** - **Tenant Settings** now has a **Licenses**section which displays your total purchased licenses and total number of licensed users in your Fullcast instance. - You can also download a report that provides details on each user and their license use in Fullcast. --- **Performance improvements** - You no longer have to wait 20 minutes to [create metrics](/v1/docs/metric-settings) and enable fields for [Territory Hierarchy](/v1/docs/territory-management). Caching was improved so metric creation and field enablement are ready for immediate use. #### 28 February 2025 [**Note-taking feature**](/v1/docs/managing-notes-in-fullcast) - Added note-taking functionality for targets and accounts allows users to record important information and add context: - Attach notes to the target’s total or individual sections. - Search for notes within the target’s hierarchy. - Add account notes next to the appropriate account from the toolbar. - Add title, description, and assign the note to users for both targets and accounts. - New notes display in a thread for easier review. - Mark notes as resolved, assign to a user, or edit the note from the menu. - Access to notes respects existing permissions. - The new **add notes** permission enables contributions even with read-only access. - Notes can be audited for tracking purposes. - Notes are not duplicated when cloning plans or targets. - Notifications can be sent to admins or managers. --- [**Enhanced filtering capabilities for coverage assignments**](/v1/docs/viewing-coverage-and-capacity) - Filter to exclude non-inherited assignments to isolate directly assigned coverage. - Apply multiple role filters to refine your view to specific role coverages. **Customer relationship management:**A software that centralizes customer data, communications, and automated processes. **Model context protocol:**An open standard, open-source framework introduced by Anthropic in 2024 to standardize the way artificial intelligence systems like large language models integrate and share data with external tools, systems, and data sources. **To be replaced:** An existing employee who is transitioning to a new role within the organization. While they are moving internally, their current position will need to be field. **Human resources information system:**A system that collects, stores, and manages employee data and automates HR processes like payroll and benefits. **Customer success manager:**A customer service support person who ensures customers achieve their desired outcomes and receive maximum value from Fullcast.