New ✨

Scorecard & Datatable Overview Panels — new overview displays for scorecards and datatables give you a summary view of how your data objects are structured and configured

Color-Only Display Rules — a new display rule type lets you apply conditional color signals to cells without rendering a numeric value, clean for status and threshold use cases

SFTP User Management in Tenant Admin — firm admins can now create, update, and remove SFTP users for their organization directly from the tenant admin panel, and view SFTP passwords when needed for credential hand-off

Per-Project Mobile Login Configuration — mobile login settings are now configured per mobile project rather than from a shared global setting, giving each client-facing app its own independent auth configuration. Any project currently relying on the previous global mobile config will need its app key and auth settings set before this takes full effect

Individual Snowflake Credentials & Row Access Policies — each Milemarker user now receives an individual Snowflake credential with a dedicated row-access policy, replacing the previous shared-credential model for stronger data isolation and access control

Pagebuilder Page Visit Tracking — user visits to Pagebuilder pages are now tracked, giving you visibility into which pages advisors and clients are viewing

Improvements 🛠️

Scaffold Fetch — several quality-of-life updates to the scaffold fetch workflow make it easier to work with data retrieval across tenants

Bug fixes 🐛

Filament Page Sort Error — resolved a sort error that occurred when sorting the Filament page by the role or created-by columns