---
title: September 2026 Release Notes
description: June 2026 Release Notes
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# September 2026 Release Notes

## The September 2026 release adds data imports in NEXT, editable task dependencies on realized timelines, and resizable, wrapping columns across more of the platform. It also includes new report filters, plan cap visibility on the Payments Received Report, and a self-service setting for email-parsed lead timelines.

**Import Opportunities, Projects, Companies, Contacts and Locations in NEXT**   
Users with the matching import permissions can now bulk import Opportunities, Projects, Locations, and Companies with their Contacts in NEXT from an Excel file. You can download an import template that includes the standard fields plus your active custom fields for that record type, and map your columns during import. Opportunity and Project imports can also start a published timeline from a chosen starting task and date. When the import finishes, you'll see how many records were imported and how many weren't. You can then download an error file that lists each failed record and the reason, such as a duplicate or a company that doesn't exist. Check out [this support article](https://help.sitezeus.com/importing-data-in-next?hsLang=en) with more information about importing data into NEXT.

![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Sep-30-2026-07-50-55-3203-PM.png?width=670&height=438&name=image-png-Sep-30-2026-07-50-55-3203-PM.png)

---

**Edit Realized Task Dependencies**   
Users with the Edit Realized Task Dependencies permission can now add, change, or remove dependencies on tasks in a realized timeline. The primary template stays as it is. Before you save, you'll see how the task's start and estimated completion dates will change. Any tasks that depend on the edited task update to match. For more information about editing dependencies on a realized timeline, [check out this support article](https://help.sitezeus.com/editing-dependencies-on-a-realized-timeline?hsLang=en). 

![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Sep-30-2026-07-54-34-0399-PM.png?width=670&height=433&name=image-png-Sep-30-2026-07-54-34-0399-PM.png)

---

**Resizable Columns and Text Wrapping**   
You can now resize columns on the Development Report, Custom Reports, and memo grids by dragging the edge of a column header. Double-click the edge to fit the column to its content. Text in narrowed columns wraps up to three lines instead of being cut off, and an ellipsis marks any text that's longer. Your column widths are saved to your account and follow you across sessions and devices. To go back to the default widths, use Reset Column Widths. 

![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Sep-30-2026-08-05-42-8044-PM.png?width=670&height=490&name=image-png-Sep-30-2026-08-05-42-8044-PM.png)

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**Filter and Search Term Group Report**   
You can now filter the Term Group Report by one or more concepts and companies, and search it by term group name.

---

**Signed Date Filter on Promissory Note Grid**   
The promissory note grid can now be filtered by Signed Date using a from–to date range.

![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Sep-30-2026-08-12-41-5042-PM.png?width=670&height=344&name=image-png-Sep-30-2026-08-12-41-5042-PM.png)

---

**Object Name in Memo Popup Header**   
The memo popup header now shows the name of the site, company, or timeline you're adding a memo to. 

![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Sep-30-2026-08-13-49-7258-PM.png?width=670&height=265&name=image-png-Sep-30-2026-08-13-49-7258-PM.png)

---

 **New Columns in Classic Lead Custom Reporting**   
Last Task Complete and Last Updated are now available as columns in lead custom reporting in Classic. You can report on them alongside your custom fields. 

![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Sep-30-2026-08-17-23-9564-PM.png?width=670&height=472&name=image-png-Sep-30-2026-08-17-23-9564-PM.png)

---

The September 2026 release makes it easier to bring data into NEXT, with imports for Opportunities, Projects, Locations, Companies, and Contacts. It also gives you more control over realized timelines through editable task dependencies. Resizable, wrapping columns, new report filters, and plan cap visibility make your reports easier to customize and read. 

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Please reach out to our support specialists in the in-app chat — we'd love to hear from you! 

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