December 2025 Proton Playbook
MWelcome to the latest edition of the Proton Playbook — our year end edition.
As the year comes to a close, it’s a good moment to step back, simplify, and make sure the tools you rely on are helping rather than slowing you down.
This edition focuses on polishing workflows, improving mobile experiences, and setting the foundation for a strong start to the year ahead.
Here’s what’s new.
🎁 What we’re unwrapping this month
Keep account context where your team actually works
Introducing the Account Notepad! Account Notepad is a place to store account-level context that usually lives in people’s heads, notebooks, or temporary custom fields that weren’t built for real notes. It’s where teams can keep high-level details that matter across every interaction with an account, like preferences, history, and important reminders.
Account Notepad helps teams:
Keep shared, account-level context like preferences, history, and reminders
Preserve knowledge and continuity when accounts change hands
View, format, and update notes directly on the account with auto-save and shared visibility
Keep shared, account-level context like preferences, history, and reminders
Preserve knowledge and continuity when accounts change hands
View, format, and update notes directly on the account with auto-save and shared visibility
No more wrapping important insight in the wrong package. Account Notepad gives teams a dedicated space for the details that matter — and keeps them exactly where reps expect to find them. You can access Account Notepad from the button on the “Account Details” section of an individual account page, making it easy to add or reference while you work.
Good to know:
For this initial release, Account Notepad supports text only and includes a character limit. We’ll continue refining it based on how teams put it to work.
🧦Additional stocking stuffers
Here are a few additional improvements shaped by customer feedback, designed to simplify workflows whether your team is working from the office or on the go.
Mobile updates
A few desktop favorites have officially made their way into the mobile app.
Account product activity
Users can now see an account’s recent product activity, like what products have been ordered, quoted, or interacted with, directly from the account in the mobile app. This brings an existing desktop capability to mobile and makes it easier to walk into conversations with the right context.
Opportunities on Lead accounts
Reps can now see opportunities associated with Lead accounts directly in the mobile app. This means open opportunities are visible on mobile whether the account is a lead or an existing customer, bringing another desktop workflow to mobile.
These updates continue our focus on improving mobile parity, so reps have what they need wherever work happens.
Custom filtering on quotes
You can now filter the quotes table by custom fields, making it easier to narrow in on the quotes that actually need attention. This first release supports AND filtering logic.
A small change, but a meaningful one when you’re managing a busy quote pipeline.
URL custom fields
Custom fields now support URLs, making it easier to link directly to external systems like SharePoint, ERPs, project documents, or tracking pages.
Instead of copying and pasting links, teams can now click straight into the resources they need. Each URL field supports one link, and you can create multiple URL custom fields as needed.
Public search call notes API endpoint
We’ve added a public API endpoint for searching call notes, making it easier for IT teams to access and work with call note data programmatically, useful for integrations, audits, and reporting workflows.
Tell us what you want next
All of this month’s improvements were built directly from customer feedback.
If there’s a workflow you want simplified, a desktop feature you want on mobile, or something you wish Proton handled differently, reach out to your CSM or hit reply to this email and tell us. Your feedback helps shape what we build next.
⭐ Proton Customer Portal
You can now manage all your Proton support requests in one place with the new Customer Portal.
You can access it here:
👉https://welcome.proton.ai/tickets-view
From the portal, you can:
View all current and past support tickets
Filter by open or closed, requested by you, or owned by your organization
Search by subject, requester, or status
Open tickets to see the full conversation history and respond directly in the portal
Submit new support tickets (the same as emailing help@proton.ai)
View all current and past support tickets
Filter by open or closed, requested by you, or owned by your organization
Search by subject, requester, or status
Open tickets to see the full conversation history and respond directly in the portal
Submit new support tickets (the same as emailing help@proton.ai)
The portal recognizes your organization based on your email domain, so you always see the tickets that belong to your team.
Fewer inbox threads. Less guesswork. A clearer picture of what’s happening and what’s next.
👀 Updates & teasers
Before we wrap things up, here’s a sneak peak at what’s to come in the New Year.
Proton PIM
We’re kicking off 30-day Proton PIM trials in January. These trials are focused on validating a PIM that gives distributors more visibility into how enrichment works, more control over data sources, and clearer signals around data quality, without adding operational overhead. Early testers and design partners have shared strong feedback on this direction so far.
We’ll be opening a few additional trial slots in February and March. If clean, trustworthy product data and a self-managing taxonomy are on your roadmap, now’s a good time to raise your hand.
👉 Join the Proton PIM waitlist!
Home page and navigation updates
We’re also putting the finishing touches on updates to Proton’s home page and navigation for both desktop and mobile, rolling out toward the end of January.
These changes will make it faster to get oriented, easier to find what matters most, and clearer how everything in Proton fits together across desktop and mobile.
More to share soon, but expect a cleaner starting point and a more intuitive way to move through the product.
Before we say goodbye for the year, a quick introduction. I’m Mila, the Product Marketing Manager at Proton, and I’ll be taking over the Proton Playbook going forward. Each month, I’ll share what’s new in Proton, why it matters, and how it will help your team execute faster.
That’s it for December! As we close on the year, these updates focus on tightening workflows, closing gaps, and setting teams up to become stronger users.
We’ll be back in January with more. Until then, thanks for building with us!
Mila Medich
Product Marketing Manager, Proton
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