Overview
The September 2026 release brings Calendar Saved Views to Aline CRM, along with a set of enhancements across goals, dashboard widgets, and profile management.
Keep reading to learn more about what’s in the September 2026 release!
Calendar Saved Views
Save your preferred calendar configurations as named, reusable views and return to them in one click. Save your Activity Type, Activity Status, Day/Week/Month view selection, and Team Calendar filters — including Community and Community Members — so your calendar opens exactly the way you need it every time.
Switch between multiple saved views depending on what you're working on or set a personal default, so your setup is ready before you are. Views can be renamed, updated, or deleted at any time.
Goals & Performance
- Copy Goals Down a Column: Goal values can now be copied down to sub-goals in one action, so managers applying the same target across a team no longer need to enter each value individually.
- Delete Activity Goal: Unwanted goals can now be removed with a confirmation step to prevent accidental deletion.
Dashboard & Widgets
- Time in Selling Zone (TSZ) — Complete Activity Counted Correctly: TSZ now reflects the full picture of sales counselor effort. Attempt and Left Message resolutions are now included across both the current and previous month calculations.
- Time in Selling Zone — Referral Case Study and Outreach Types: Referral Case Study and Outreach Creative Follow Up activity types now count toward TSZ, aligning the widget with how referral-focused teams actually work.
Profile & Contact Management
- Canadian Address Gaps Closed: Province and Postal Code now populate correctly in both the Information and Address sections for Canadian companies.
- Location Surfaced on Profile Tabs: Community location is now more prominent on profile tabs, making it easier to confirm context when working across multiple communities.
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