Other Noteworthy Updates

In addition to the previously announced Quotes and upcoming Flow capabilities, this release brings a wave of improvements designed to make Membrain more intuitive, more precise, and more powerful for your teams. From sharper data visualization to clearer filters and smarter automation, here’s what’s new.

Filtering & Status Management: Cleaner, Smarter, More Accurate

We’ve overhauled project filters to make them more intuitive and actionable:

• Status Filter Update Across Project Types - A refreshed look and feel on the absolutely central "Status" filters in Membrain.
• New Won/Archived Reason Filter - Split from the old Status filter, you can now filter sales projects by Won and Archived reasons directly, with clear headers and options.
• New Disqualified Reason Filter for Prospects - Prospect disqualification reasons now live in their own filter, making it easier to review and act on disqualified leads.

The result is cleaner filters, less confusion, and more accurate reporting across prospects, sales projects, account growth, tickets, and flows.

Automation & Workflow Enhancements: Less Friction, More... Flow

We’ve streamlined how your teams work inside Membrain, from automation steps to document handling.

• Track Email Template Usage - Template usage in Automations and Process Events is now logged, so you can see when and where templates are applied.
  
  
  
  
  
• Personalized Tasks in Automations - Add dynamic placeholders in the Create Task step of Automations. Tasks can now auto-fill with recipient, project, or company info, making them more informative without manual editing.
  
  
  
  
• Multi-Select in Process Rules - Process Rules for next activities now support multi-select Types and Activity Types, increasing flexibility in how you design workflows.
  
  
• Documents: Add Links as Resources - The old “Upload Document” button is now “Add Document”, with the ability to upload files or create links. Links are treated as a new document type, making external resources easier to manage and share.
  
  

Custom Axis Controls for Graphs in Account Growth projects

Set your own min/max values on line, column, and bar graphs inside Account Growth projects. This helps you highlight meaningful data ranges without distortion, ensuring trend analysis stays sharp and relevant.

Together, these enhancements give you finer control over data visualization so you can interpret insights with clarity and confidence.

Need help with this updates? Head over to our Help Center,  contact us via the in-product chat, or reach out to us by email at support@membrain.com.