> For the complete documentation index, see [llms.txt](https://docs.slapfive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.slapfive.com/getting-started/release-notes/2025.md).

# 2025

### December 2025

* Hide Standard Fields: Since SlapFive users take full advantage of Dynamic Fields, often in place of standard fields, you now have the ability to hide your unused standard fields on the Company, Member, and Request objects.
  * Hidden standard fields don’t appear on the Edit screens, Profile pages, lists, and advanced filters.
* Member Primary and Additional Emails: This solves the problem that your customers often engage with you using different email addresses – they register in your app with one format of their business email (<jsmith@company.com>), join the community with another version (<john.smith@company.com>), and sign up for training courses with their gmail. This results in duplicate Members in S5, and as these Members perform actions, they accumulate Activity records across multiple Members so you can’t see the total activities and score for a person.
  * On the Create/Edit Member screen, in addition to the Primary Email we have today, you can enter multiple Additional Emails for that Member.
  * If an Additional Email already exists for another Member, you get stopped from duplicating it on the current Member.
  * When an API posts to any one of those emails, it direct it to that Member.
  * All functions where we get and use an email address like Send Prompt always use the Primary Email.
  * You can click on an Additional Email to make it the Primary Email, and the Primary Email gets moved to be an Additional Email.
  * You can search on an email address and it will search both the Primary Email and Additional Email fields.
* Story Captured Dates: You can now not only track the date a Story record was created in SlapFive, but also the date you originally published the underlying content asset. This is especially useful when you migrate existing case study links and PDFs into SlapFive and you want to track when that case study was first created, which could be several years before the date it was uploaded to SlapFive.
  * On the Edit Stories screen, there is a new field called Captured Date. When creating a new Story, it defaults to today’s date but can be overridden.
  * On the Stories tab, the Story cards now show the new Captured Date.
  * All of your existing Stories show the Created date in the new Captured Date as a default.
  * The Story API endpoints and webhook now use this field.
* Member Attachments: You can now attach any type of file to a Member. This is useful for tracking contracts, permission forms, or any other file.
  * You go to the Member Profile page to upload a new file attachment to that Member and to see the files that are attached.
  * Since Member Attachments are also Assets, you can see the full list of Attachments in the list on the Assets tab.
* Dynamic Fields:
  * You can now format NUMERIC dynamic fields so their values show thousands separators, your specified number of decimal places, and a currency symbol.
  * You can add dynamic fields to the Fulfillment Company/Member object.
  * When you update dynamic field values, SlapFive now records the date that the update happened. This is used in automated workflows.
* Mass Delete records: You can now select multiple records in a list and click the Delete button to delete all the selected records at once.
  * This is enabled for these lists: Members, Companies, Boards, Stories, Activities, Prompts, Campaigns, and Campaign Items.
  * The multi-select feature only applies to one page at a time to prevent users from deleting all records by mistake.
  * SlapFive gives you two confirmation windows to double check that you are positive you want to delete all the selected records.
  * When you mass delete Members, it deletes Stories and Activities belonging to that Member.
  * When you mass delete Companies, it deletes Members belonging to that Company
  * SlapFive recommends you use this feature selectively. For example, only delete Members or Companies that were added in error. If you have Members and Companies with historical records, the best practice is to make them Inactive so you preserve the history for reporting purposes.
* Member Profile Page: Pending and Closed Requests list now show any Request Fulfillment Member Notes for that Member.
* Image Stories: When you click the preview button on Story of Type=Image, it now opens the image directly in a new tab similar to how it works for Stories of Type=File and Link.
* User Experience Enhancements:
  * On any list, you can use the keyboard shortcut Ctrl+S or Cmd+S to open the Search box.
  * On the Members list, you can select multiple Members and add them to a Member list with one click.
  * On the Fulfillment Company/Member’s Member Profile tray, you can now see Stories for that Member and click the +Add button to create a new Story on the fly.
* &#x20;Exports:
  * The export feature for all objects that enable association with Strategic Initiatives now include the selected Strategic Initiatives in the exported data.
  * You can now export any list in the Tracking module.
  * The Requests export now includes the Opportunity ID and the Activity Type name.
* API Endpoints and Automations:
  * The POST Stories endpoint allows you to upload audio, video, and other files (i.e. PDF) by including a media URL in the request body.
  * The POST Companies endpoint allows you to upload audio, video, and other files (i.e. PDF) as Company Attachments by including a media URL in the request body.
  * The POST Companies endpoint allows you to update the Anonymized Name.
  * The POST Companies endpoint allows you to upload the Company Logo. This enables integration with other systems to add logos.
  * The POST Members endpoint allows you to upload audio, video, and other files (i.e. PDF) as Company Attachments by including a media URL in the request body.
  * The POST Members endpoint allows you to upload Member Avatar image and Company Logo image. This enables integration with other systems to add avatars and logos.
  * The GET Boards endpoint now retrieves the How To Use field so that it can be passed in automated workflows with sales portals and Salesforce.
  * The GET Customers (Member) endpoint retrieves the Customer Avatar image URL so that it can be passed in automated workflows with communities.
  * There are DELETE endpoints for Members, Companies, Requests, Activities, Boards, Stories, Activities, Prompts, Shares, and Views.

### November 2025

* Analytics & Reporting: We have greatly enhanced the native analytics and reporting capabilities in SlapFive.
  * SlapFive includes several standard reporting dashboards with charts and metrics that are useful to everyone.
  * There is also the ability to create custom reports for metrics that are unique to your company.
  * The enhanced analytics and reporting module is being rolled out to clients over time, contact your CSM if you’d like early access.
* Company Attachments: You can now attach any type of file to a Company. This is useful for tracking contracts, permission forms, or any other file.
  * You go to the Company Profile page to upload a new file attachment to that Company and to see the files that are attached.
  * Since Company Attachments are also Assets, you can see the full list of Attachments in the list on the Assets tab.
* Requests: You can now copy a Request to create a new one, and it brings all the Request fields over.
* &#x20;Security:
  * SlapFive passed its annual SOC2 Type II security audit.
* Campaigns:
  * There is a new kanban view where instead of viewing your Campaign Items in a list, you can toggle to a column view where each Item is placed in a column based on its value in a specified PICKONE Campaign field.
  * You can drag and drop Campaign Items from one column to another to change its value for that PICKONE Campaign field.
  * You can export all Campaign Items or a filtered list of Campaign Items in a Campaign.

### October 2025

* Enhanced Engagement Orchestration and Tracking: For those who allow customers to redeem points for merch or training credits, we added these features:
  * You can create an Activity Category for Redemptions and designate it so that the scores for Activities created for any Activity Type in that Activity Category are not deducted from Lifetime Engagement Score.
  * You can create Activity Types for that Activity Category.
  * You can create Activity records with negative scores to represent redemptions.
  * The Customer Lifetime Engagement Score calculated field does not take into account redemptions.
  * There is a new Available Points for Redemption calculated field that reduces Lifetime Score by the redeemed points to show the Available points.
* Community integration: To make it even easier to surface and activate advocates from within your customer community, we have a new API endpoint that lets the Community platform retrieve SlapFive Prompts to display as advocacy opportunities in the Community.
  * Prompts can be flagged as Evergreen or One-Time so that if the community user has already done a one-time prompt, it won’t be shown.
  * Prompts can be selected based on matching a customer’s Activity Types Willing to Do.
* Salesforce App:
  * You can now show the Request Reference button in the custom UI component even when the View Companies, View Contacts, View Stories, and View Boards lists are disabled.
* &#x20;API:
  * There are new endpoints for Create/Update Companies, Members, and Activities in bulk.

### September 2025

* Enhanced Engagement Orchestration and Tracking: SlapFive has greatly enhanced the Activity module to empower you to orchestrate more customer touchpoints, gather data from more systems to trigger automated workflows, and generate greater insights into customer engagement.
  * Activity Categories: Previously SlapFive Activities tracked acts of advocacy. You can now create new Activity Categories for things like: Milestones achieved, Value outcomes, Points redeemed, Events attended, Notes, and anything else you can think of.
  * Activity Sub-types: For any Activity Type, you can now define sub-types. For example, for your Activity Type called “Speak at an Event”, you can define sub-types for each event.
  * Bonus Points: You can define an Activity Type to enable Bonus Points so that for the same Activity Type, you can create Activity Records with different engagement scores. You can use Bonus Points to increase or decrease the standard Engagement Score for the Activity Type, or to replace it.
* API:
  * There’s a new API endpoint to GET Members for a Company. This is useful in automated workflows where you need to filter to find the right Member within a Company that meets your criteria.

### August 2025

* Campaigns:
  * To prevent accidental deletion of entire Campaigns, you now have to enter DELETE to confirm you want to delete a Campaign.
* Prompts:
  * You can now set a Default Permission so that when customers respond to a Prompt, that selected Permission is the one that is selected by default in the Prompt Response screen.
* SlapFive Salesforce App:
  * You can now cache SlapFive Companies, Members, Boards and Stories in Salesforce to greatly improve the speed at which the lists show in the Custom UI Component.

### July 2025

* Activities:
  * For each Activity Type, you can check to enable the assignment of Bonus Points when Activities are created for this Activity Type.
  * When creating an Activity record, you can add or subtract Bonus Points and check whether you want to include them in the total points awarded for that Activity.
* Dynamic Fields:
  * Dynamic Fields can now be defined for Activities.
* Advanced Filters:
  * You can filter any list on date ranges for any standard or dynamic Date field. In the Advanced Filter you now see a From and To field for each Date field.

### June 2025

* Salesforce Advanced App – SlapFive released a new major version of the SlapFive Salesforce App, that provides a much better user experience to sales and easier administration for you:
  * The app can recommend the best Reference Companies, Contacts, and Stories to the Salesforce user right on the Opportunity page.
  * The new custom UI component is a native Salesforce Lightning component so it is much more familiar to Salesforce users.
  * You can now filter out SlapFive Companies, Members, Boards and Stories you never want to appear in Salesforce by creating a Role called “Salesforce” and adding filter conditions for each entity.
  * The app doesn’t require the authentication of Salesforce users to SlapFive, so the app can never be unavailable to users who have permission to use it.
  * The two Opportunity custom fields of type Rollup were converted to regular fields to avoid counting agains the limits on Rollup fields.
* Dynamic Fields
  * Dynamic Fields can now be defined for Boards.
  * Board Dynamic fields can be included in Templates so that they render on a Board.
  * Dynamic Fields can now be used when defining Role-based filters.

### May 2025

* Reference Request Automation:
  * You can now look up Trusted Contacts on the Company and automate the sending to the Trusted Contact in a particular Role for approval to use the reference customer.
* API:
  * There are new API endpoints to GET Prompts and GET Prompt by ID.

### April 2025

* AI Agents and Agentic Workflows: The following new agents are available:
  * Discover new advocates and content from Gong call recordings.
  * Discover new advocates and content from Higher Logic community posts.
* &#x20;Integrations:
  * You can now trigger nominations from Gainsight and ChurnZero.

### March 2025

* Requests:
  * When using the Save and Respond button in Requests, the email sent to the requester now includes the line breaks and spacing entered into the Notes to Requester field.
* &#x20;API:
  * You can now GET a specific Member by that Member’s email address.
  * You can append GET URLs with the field names of the fields you want returend, rather than return all fields.
  * You can now Update a Fulfillment Company/Member by ID.
* Automations:
  * When a new Request is created from a Salesforce Opportunity, you can get any additional data you want from that Opportunity or its Account so you don’t have to ask the sales reps to enter information on the Request form that is already recorded.
* Salesforce Object Launcher:
  * From any place in SlapFive where you see a Salesforce object ID, you can click the VIEW object button to launch to that record in Salesforce.

### February 2025

* API:
  * You can now append GET URLs with the parameter ?since=2025-01-01 to get records that have been updated since January 1, 2025, or whatever date you insert. This parameter is enabled for these objects: Activities, Boards, Companies, Members, Page Views, Requests, Request Fulfillment Companies/Members, Request Fulfillment Boards, Shares, and Stories.
  * You can now include pagination in your GET requests by including “limit” and “offset” as URL parameters or in the request body.
* Usability: On any advanced filter tray, you can now click the down arrow at the top of an open container to close that container.

### January 2025

* Search:
  * On the Members tab, you can now search on an email address.
  * You can now search the contents of on any Long Text Dynamic Field defined for the object on which you are searching.
* Roles & Permissions:
  * You can now change the name of a Role. You may need to do this to make it match the Role or Group that Users are assigned to in your SSO platform.
  * You can now grant Admin Menu permissions to any Role. You may need to do this if you change the name of your Admin Role to use the SSO-assigned Role or Group name. This permission defaults to FALSE for any new Role you create.
* Automations:
  * When you update a Company’s Active Status or Program Status, update all of its Members with the same Status values.
  * Set the Activity Type Willing to Do for a Member when that Member first peforms that Activity.
  * When a Campaign Item in a Campaign for tracking customer content creation gets flagged as Completed, create a new Story and Activity History record for the Member.
* Usability:
  * The main menu tray on the left margin remembers whether you last had it open or closed. So you can open the menu tray, and then when you log off and log back in, the menu tray will still be open.
