7.1.0 Release Notes
Foundation Release Notes 2026
August 10, 2026
This release brings follow-up scheduling, lead assignment, and reusable text templates
to Engage, adds call and text activity charts to the dashboard, and changes two screening
form consent defaults.
New
Schedule a follow-up for a lead
You can now set a follow-up date and time on a lead from the Communications widget, and see
it in the new Next Follow Up column on the lead list. The Follow Up button shows the
scheduled date and time when one exists, so you can update or clear it without leaving the
widget, and a Set Follow Up button has been added to the lead details header. The column
can be sorted, filtered by date range, and included in exports.
Assign leads to a team member
A new Assigned To column on the lead list shows who is responsible for following up with
each lead, displayed as the assigned user's initials. You can sort the column, filter it by
name, and include it in exports.
Create and reuse SMS text templates
A new Text Templates tab in Study Settings lets you save, edit, and delete SMS templates
for your study. In the Text tab of the Communications widget, the Quick Replies button
inserts a saved template into the message box so you don't have to retype it.
Get an email when a lead's text message goes unread
For studies with Engage enabled, you now receive an email when a lead sends a text message
that stays unread. The email is sent within five minutes and is cancelled if you read the message first. A new Unread Text Messages column on the Studies & Sites Preferences page
controls this per study and site, and is on by default when Engage is first enabled.
See call and text activity on the Engage dashboard
New charts on the Engage dashboard show call and text volume for your study over the selected date range, including total calls with answered and unanswered breakdowns, and outgoing and incoming SMS counts.
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View the change history of a lead's screening form
The Screening Form Audit Trail showing each answer as it was originally submitted along with any later edits — date and time, question, old value, new value, and who submitted it. Answers submitted by the lead show the lead's screening form ID, edits made by your study team show the team member's name, and all times display in your own time zone.
Open a participant's EDC record from the lead list
Leads that have been transferred and assigned a participant ID now show an external link icon
next to the EDC PID on both the lead list and the lead details page, which opens that participant's record in OpenClinica EDC.
Add users with study-level and site-level access
An Add User button on the My Studies page under Research Staff lets you create a new user
and choose their assignment: Study User, with access to all sites in the study, or Site User, with access limited to specific sites. Previously new users had to be added by BuildClinical.
Billing added to Foundation EU
Study teams now have access to billing invoices in Foundation EU.
Changes and Fixes
- Added contact method icons for phone, email, and text beside the date in the Last Contacted column, so you can see how a lead was last contacted without opening the record.
- Fixed an issue where a branching question that became hidden kept the lead's earlier answer instead of clearing it.
- Fixed formatting issues in the email template builder, including Remove formatting not clearing H2 and H3 headings.
- Fixed an issue where an imported lead was not counted in the External Leads total.
- Fixed an issue where the full date of birth was not included in the contact data sent to OpenClinica EDC in CSV transfers.
- Updated the Import Leads modal to remove unnecessary subtext.
- Fixed an issue where the activity log showed an automated SMS as sent when no message was sent.
- Fixed an issue where the Mark as read tooltip in the message center was clipped when the button sat near the top of a section.
- Fixed an issue where the hamburger menu did not open at certain screen resolutions.
- Fixed an issue where a phone number's registration banner continued to show a rejected status after the number had been approved.
- Security improvements.