Q2 2026 Striven Release Notes - 06/21/2026

Announcements Release Notes
1

In This Release…

[Click here for a video overview of all the new features and updates]

Opp Icon Opportunities

Opportunity Pipeline Report Updates

The report now calculates the unique count of Opportunities across all Stages, eliminating inflated totals caused by multiple user assignments. You can also drill down by clicking any hyperlinked count to instantly view a detailed sub-report including the Title, Type, Customer, Current Stage, Days in Stage, Date Created, and Estimated Value for specific records.

Customizable Fields for Opportunities Custom Report Widget

You can now customize which data points display for each opportunity directly within the widget. Open the widget’s Settings, select a report, and choose key details to display, such as Assigned To, Estimated Value, Follow Up Date, and Stage.

Format Updates icon Format Updates

Custom Fields on Item Build Formats

You can now add Custom Fields for Manufactured Items directly into the content section of your Item Build Formats.

Purchase Order Format Merge Field Renaming

The merge field previously labeled PO-Customer-Shipping Address is now PO-Ship To- Address.

Dedicated Time Entry Columns on Invoice Formats

You can now display detailed time entry data directly on invoices. When configuring Invoice Formats, add distinct columns for Time Entry Notes, Time Entry Date, Employee, and Employee Job Title. This separates vital tracking details and allows you to update Time And Expense Settings, eliminating the need to manually transfer details to the Time Entry Notes section.

Tasks & Projects icon Tasks & Projects

New Task Availability Configuration

We added an Availability Configuration menu to Task Type Settings to filter who can work on specific Tasks based on availability, location, and schedule constraints.

  • Personnel & Proximity: Define eligible Employees by Department, Job Title, and maximum radius (miles) from the Customer’s Location.

  • Block Times & Exclusions: Time Off, company Holidays, non-shift hours, Appointments, and open Tasks are default “Block Times.”

  • Customizing Blocks: Exclude specific Appointment/Task types from being considered hard blocks.

  • Buffer Times: Configure default buffer times (e.g., 15-30 minutes) before and after Appointments or Tasks.

Intelligent Assignee Selection

A new View Assignees icon on the Task Info page (requires Start Date/Time and Budget) opens a dialog to find available Employees.

Task Assignee Availability
Task Assignee Availability1598×554 63.4 KB

  • Dynamic Search Filters: The dialog pre-populates with the Task’s Start Date, Budget, time zone, and Task Type availability configurations.

  • Availability Insights: Displays qualified Employees, exact availability, prior block times, and their next open slot.

  • Location Tracking: Calculates distance from the Employee to the job site.

  • Instant Assignment: Click Assign to add an Employee, or Reassign to replace all current assignees.

Automated Due Date Calculations

In Task Type Settings, checking “Move Due Date when Start Date changes” automatically adjusts the Due Date when a Task Start Date changes. If “Due Date to be calculated based on Budget” is checked, it adds the Task Budget hours to the Start Time for the new Due Date. Otherwise, it maintains the original time difference or uses standard Auto Calculate settings.

Task Types Skillsets & Expertise Levels

  • Configuring Skillsets: A new Skillsets panel in Task Type Settings allows you to select required Skillsets for a specific type of work.

  • Expertise Levels: Define a required expertise level for each selected skillset.

  • Task-Level Inheritance & Customization: Skillsets copy over to new Tasks automatically, but users can manually adjust them.

  • Required Skills Validation: Mark a Skillset as Required to prevent users from marking the Task as Done if the skill is missing.

Automated Attachment Copying for Tasks

A new Sales Order Type setting automatically copies attachments from a Sales Order directly to a newly generated Task.

Task List “Due In” Time Display

Enable this Settings feature to see remaining time for tasks on the Task List, with color-coded alerts (red for overdue, orange for today).

Enhanced Due Date Visibility on Task Widgets

Task widget settings now include an option to display the remaining time until a Task is due (Due In X Days, Hours, or Minutes).

Retain Task Statuses When Copying Milestones

When duplicating a Milestone, cloned Tasks now automatically maintain the exact progress status of the originals.

Integrated Links for Projects

Embed external tool links in a Project’s Left Navigation Panel. Configured in system settings, these links use dynamic merge fields (e.g., Customer ID) to open destination tabs populated with project-specific data.

Reports Icon Reports / Report Builder

Report Builder Access Denied Enhancement

If you receive an Access Denied message on a shared report link, it now explicitly displays the name of the designated report owner.

Active Usage Warnings for Custom Reports

Editing a Custom Report currently powering Workflows, Price Update Requests, Monthly Statements, or Send Email Requests now triggers a warning message on the Filters tab.

Extended Period Filters for Reports and Dashboards

New Last 12 Months and Last 12 Quarters period options are available on the Accounting Dashboard P&L widget and supported system reports.

Expanded Date Periods for Profit & Loss Reporting

New “T-1” date periods (This Week-To-Date T-1, Month-To-Date T-1, Quarter-To-Date T-1, Year-To-Date T-1) automatically exclude the current day’s data to reflect only fully completed business days.

Sales Order Type Filter on the Sales Order Status Report

Segment pipeline data using the new Sales Order Type filter located under Reports > Sales > Sales Order Status.

Calendar Icon Calendar

Calendar Updates for Enhanced Collaboration & Clarity

Colleagues with edit access on a shared Calendar can now manage (open, edit, share, deactivate) associated external calendar links. The Task Calendar view now prioritizes Customer Name and Location over Task Title. Appointments with over five attendees now display a Group icon instead of individual profile images.

System, AI & Recruiting Updates icon System, AI & Recruiting Upgrades

Accounting Migration Tool Journal Entry Date Logic

The system now sets Journal Entry dates to the exact last day of the corresponding period instead of the start, matching period-end reporting and eliminating manual reconciliation.

Required Review Setting for Printing Checks

In Purchasing Settings, enabling “Cannot print checks unless reviewed” hides unreviewed checks from the Print Checks page until manually approved.

AI-Powered “How-To” Assistant in Striven Search (Beta)

Ask How To Questions
Ask How To Questions1134×329 59.5 KB

  • Access the tool via the “Ask How To Question” button in the Striven Search bar to open a chat interface.

  • The Azure OpenAI agent references User Guides, Forums, and API Docs to generate step-by-step answers with source links.

  • Unanswered queries will explicitly state no guide was found.

Enhanced “How-To Question” Feature in Striven Search

  • Seamless Query Transfer: Text typed in the main search box carries over to the chat interface automatically.

  • Response Feedback: Use thumbs up/down icons to provide feedback.

  • One-Click Copying: A Copy button lets you grab the entire formatted response.

System Data Import Enhancements

Upgrades include a new Contacts import framework, the ability to map Vendor 1099 Eligible status in bulk, and improved hierarchical data validation for GL Accounts.

Enhanced Tracking for Customer Asset Views

Viewing assets from the Customer Assets Dashboard or Customer profile is now logged in the Employee Page Visits Report (searchable via the Path filter).

In-App Previewer for Attachment Custom Fields

Supported documents/images in Custom Fields now open in an in-app preview window instead of automatically downloading. A Download button is available in the top right of the preview.

Attachment Type Custom Field Preview
Attachment Type Custom Field Preview1201×488 134 KB

Enhanced Left Navigation Menu Controls on Mobile

The Left Navigation Menu is now hidden by default on mobile (tap to toggle). Expanded secondary menus now feature a close icon at the bottom.

Simplified Dashboard Widget Titles

The word “List” has been removed from all applicable Dashboard widget titles.

HR icon HR, Recruiting & Communications

Customizable Candidate Application Formats

Create custom branded PDF layouts for applicant data using merge fields and tables. Print buttons are on the Candidate Dashboard and Application Info page.

Interactive Employee Tags in Automated Buzz Posts

Employee names in automated team celebration Buzz posts are now clickable hyperlinks leading to their Profile.

Required Notes for Salary Updates

Modifying compensation on an Employee Profile now requires a descriptive entry in the Note field to save.

Career Portal Tracking on the System Access Report

The System Access Report now tracks when users navigate to and interact with the Career Portal.

integration icon Integration Updates

Expanded ShipStation Integration Data Mapping

  • Expanded Address Syncing: Striven automatically combines Address Line 2 and Address Line 3 data into ShipStation’s Address Line 2 field.

  • Customer and Internal Notes: Notes on a Striven Sales Order automatically sync to corresponding fields in ShipStation.

permissions icon Permission Updates

Please review settings and adjust User Roles for:

  • “Purchase Orders - Edit Contract Managed Approved PO”
  • “Audit Log Dataset”
  • “Audit Log Dataset - API Access”
  • “Audit Log Dataset - Export”
  • “Audit Log Dataset - Share Internal Link”
  • “Audit Log Dataset - Share Public Link”

api icon API Updates

  • POST /v1/items is no longer read-only.

  • Retrieve UOM Sets via API.

  • Task Time Entry API: POST /v2/tasks/{id}/time-entries, GET /v2/tasks/{id}/time-entries, PUT /v2/tasks/{id}/time-entries/{entryId}

dataset icon Dataset Updates

  • Added System User filter to the Employees Dataset.

  • Added Reorder Point and Reorder Amount filters to the Items Dataset.

  • Added Sales Orders relationship to the Projects Dataset.

  • Added Customer and Sales Order relationships to the Builds Dataset.

  • Added Last Invoice Date column/filter to the Customers Dataset.

  • Added Reviewed related columns/filters to the Transaction Datasets.

  • Renamed Billing Method filter to When to Invoice in the Sales Orders Dataset.

  • Added Bill To and Ship To Location relationships to the Sales Order Dataset.

  • Added Group Name column to the Sales Order Details Dataset.

  • Added When to Invoice column to the Sales Orders Dataset.

  • Renamed Expiration Date column/filter to Projected Expiration Date in the Sales Orders Dataset.

  • Added # of Recurring Terms column/filter to the Sales Orders Dataset.

  • Added No Expiration (boolean) column/filter to the Sales Orders Dataset.

  • Added a new Audit Log Dataset (with Tasks and Customer Assets relationships).

  • Added Status Change relationship to the Tasks Dataset.

  • Reporting Best Practice: When incorporating columns or filters from related datasets, utilize the Entity filter to isolate your results.