Revision History
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Module | Feature | Notes |
|---|---|---|---|
| 27 FEB 2026 | Enterprise Contacts | Redwood: Search and Manage Contracts from List Page | Revised feature information. |
| 20 FEB 2026 | Enterprise Contacts | Revised feature information. | |
| 19 FEB 2026 | Redwood User Experience | Redwood Account Summary Upgraded to Agentic Framework | Removed feature. |
| 19 FEB 2026 | Sales Force Automation | Redwood: Contract Advisor AI Agent | Removed feature. |
| 11 FEB 2026 | CX Sales Mobile | Create Records Easily with Global Actions | Delivered new feature. |
| 11 FEB 2026 | Redwood User Experience | Customized Drill down view for Adaptive Search based Charts | Delivered new feature. |
| 11 FEB 2026 | Redwood User Experience | Log Action Items from Activity Summary as Task or Appointment | Delivered new feature. |
| 30 JAN 2026 | Redwood User Experience | Express Reports Agent – Supports many Report Types & Custom Attributes | Delivered new feature. |
| 30 JAN 2026 | Redwood User Experience | Sales Product Document - an AI Agent RAG Tool | Revised feature information. |
| 05 DEC 2025 | Created initial document. |
The table includes a chronological listing of document changes.