🚀 ClearPoint Next 6.2 Release Highlights!

Hey there,

We’re excited to announce ClearPoint Next version 6.2! This release includes improvements across AI, System Setup, reports, exports, and detail pages, delivering a smoother experience for your entire team.

Here’s what’s new:

🔧 Enhancements and Fixes Across the Platform

🛎️ Alerts and Mentions UI Improvements

We’ve redesigned the Alert Bell and Mentions pod for a more intuitive experience:

• Alerts now open with the “Unread” tab selected by default.
• You can mark individual alerts as read or unread.
• Mentions use a toggle instead of buttons to simplify marking items as read.
• Visual styling helps you quickly distinguish between read and unread items.

📅 Grid Reports: Custom Column Widths

You manually resize columns in Grid Layout Reports! This gives you more flexibility when formatting reports with dense data or long-text fields.

🗓️ Date Fields: Display “N/A”

Empty custom date fields now show “N/A” instead of appearing blank—ensuring clarity for readers and reducing ambiguity in reports and exports.

🧠 AI & Automation Fixes

• Evaluations AI is restored in the Evaluation modal.
• AI Assistant button on the Series Calculation tab now displays with correct name and placement.
• AI no longer triggers “Unsaved Changes” warnings during use.

📝 Revision History

• You can now revert individual field changes from the Revision History tab or drawer.
• Reviewing tag history no longer crashes the page.
• New logs now appear immediately—no more needing to refresh.

🗃️ Reports & Exports

• Series View allows selecting and exporting multiple periods again.
• Data Grid PDF exports no longer display “View Report” buttons.
• Element sorting and selection in Grid Reports matches the Manage Elements page and is editable again.
• Long text now wraps properly in exports.
• Users can copy and paste data into and from Measure Data Tables.
• The “Send Reminder” option is back in reminder menus.

🧰 System Setup & Settings

• Fiscal Years, Reporting Frequencies, and Schedules now include proper validation and tooltips.
• Diagrams can now be renamed or hidden in the Element Names table.
• Custom fields, charts, and status indicators now show a confirmation toast after save.
• Settings search now returns results for sub-sections like Account Colors or Fiscal Years.
• Reporting Frequency dropdowns now clearly indicate default assignments.
• Success Portal in System Setup now displays full-width, not as a sliver.

📋 Manage Pages & Elements

• Clicking an element name in Series View navigates correctly to the detail page.
• “Undefined” no longer appears in the Reporting Frequency column.
• Boolean fields and picklists now show values correctly in Series View.
• Custom toggle fields display the correct state in view mode.
• The “Clear Layout” button is now only shown in edit mode and placed more safely.
• Page Breaks added to a layout now save and persist correctly.
• The Owners field now loads faster and supports searching in large accounts.
• Clicking milestones in Gantt charts no longer triggers 404 errors.
• Tags, HTML w/ Data fields, and copy-forward behaviors work more reliably in detail pages.

👤 Manage Users & Workflows

• Added users now only require First Name, Last Name, and Email fields.
• Removed the unnecessary “Show Deleted” toggle from the Manage Users page.
• User creation and deletion bugs have been fixed.
• Editing a workflow multiple times no longer triggers a 404 error.
• Workflow modals now reset correctly between uses.

🔧 Other Fixes & Improvements

• You can now drag and reposition popup modals again.
• Gantt View no longer shows the “Resources” button prematurely.
• PDF exports no longer show “View Report” buttons on Data Grids.
• “Completed” toggle fields visually reflect their true state in view mode.
• “Clear Layout” is no longer accessible during inline editing.
• Revision History now properly supports reverting changes to Analysis and Recommendation pods.
• Adding multiple series to a measure no longer triggers incorrect error toasts.
• The default reporting frequency is now enforced correctly during editing.
• Custom status indicators now render uploaded icons properly across CP Next.
• Series View exports now include selected periods, not just the current one.

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable ClearPoint Next for yourself or your team, reach out to your account manager or contact us at [email protected] — we’ll get you set up!

As always, thank you for your continued feedback as we continue building the future of strategy management. Stay tuned—more updates coming soon!