[Halo] Make Opportunity Type Dropdown Searchable [TN-7582]
Users can now quickly search within the Opportunity Type dropdown in Halo integrations, improving efficiency when managing large or complex opportunity configurations.

[Halo] Make Opportunity Type Mandatory in Setup [TN-7648]
Opportunity Type setup is now a required configuration step to prevent quote creation errors when Halo opportunity mapping is incomplete.

[Halo] Opportunity Type Filtering [TN-7642]
Improved opportunity type handling by filtering Halo ticket types to only include CRM-related categories, reducing clutter and setup confusion.

[Halo] Incorrect Default Opportunity Team Applied [TN-7545]

Fixed an issue where opportunities created in Salesbuildr were assigned to the wrong default Opportunity Team. Salesbuildr now respects Halo’s logic based on Ticket Type, ensuring that the correct default team is applied. Users can also set a default Opportunity Team within Salesbuildr settings to prevent misrouting or lost opportunities.

[Connectwise] Products Synced to CW Must Be 'Taxable' [TN-7539]

Products created or imported in Salesbuildr now automatically sync to Connectwise with the ‘Taxable’ flag enabled by default. Services and labor remain non-taxable. A toggle under product settings allows users to enable or disable this default behavior, with the toggle enabled by default, ensuring both reliability and flexibility for tax handling.

[Autotask] Pull in Delivery Locations [TN-7757]

Implemented two-way synchronization of delivery locations between Autotask and Salesbuildr. Locations added or updated in Autotask are now reflected in Salesbuildr, and vice versa, making them selectable as shipping addresses and ensuring consistency across platforms.

Product Image Not Updating in List View [TN-7557]

Fixed an issue where changing a product’s image did not update the display in the product list. Salesbuildr now correctly refreshes the product list to show the latest image, preventing cached images from appearing.

Item Has Wrong Type [TN-7414]

Fixed an issue where items in the “Professional services” category were incorrectly labeled as “Product” instead of “Labor.” Salesbuildr now ensures that updating a product’s type correctly updates all items in that group, and only items with changed types are updated, preventing mislabeling while maintaining data integrity.

Default Filter Set to "Available" [TN-7457]

The marketplace now defaults to showing only available items. This ensures users immediately see items they can act on, improving usability and reducing confusion when browsing the marketplace.

“Fetch Info” Fails to Find Marketplace Products [TN-7741]

Fixed an issue where products visible in the Marketplace could not be found using the “Fetch info” button in the product creation dialog. Salesbuildr now correctly retrieves product information from the Marketplace, ensuring all available products can be fetched as expected.

Add "Show in Leasing Table" to Bulk Editor [TN-7876]

Added the “Show in leasing table” option to the bulk editor for products, allowing users to easily manage which items appear in the leasing summary when editing multiple products at once.

Quote Summary Display Fix [TN-7793]
Resolved an issue where the quote summary table displayed incorrect property names, ensuring consistent data presentation for end customers (Global4).

Quote Editor Usability [TN-7795]
Fixed overlapping formatting options in the quote editor’s toolbar. Pop-ups now display correctly above the toolbar for a smoother editing experience.

Service Pricing in Lease Quotes [TN-7924]
Resolved a display issue where service prices appeared in presentation mode despite being hidden in summary view. Leasing quotes now maintain consistent visibility rules.

Leasing Configuration Now Limited to Leasing Widget [TN-7931]
Restricted adding leasing options to the designated leasing widget, improving quote configuration control and accuracy.

[Bundle Import] Monthly Items Not Imported Correctly [TN-7378]

Fixed issue with bundle imports where items mapped as “month” were incorrectly imported as one-time. Salesbuildr now correctly imports monthly items, ensuring all recurring items are properly set in quotes.

European Date Format for Expiry Fields [TN-7697]

Fixed an issue where the “Expires at” and “Expiry notification at” fields in the quote recipient screen were shown in US date format. Salesbuildr now displays these dates in European format, aligning with local settings and improving clarity for users.

Prevent Sending When Products Are Unsynced [TN-7753]

Fixed an issue where quotes could be sent even if one or more products were not synchronized. Salesbuildr now ensures that all items are fully synced before a quote can be sent, preventing incomplete or inaccurate submissions.

[PDF] Image Resize Now Works Correctly [TN-7783]

Fixed an issue where large images in PDFs were not being resized, causing excessively large file sizes. Salesbuildr now properly resizes images when generating PDFs, reducing file size while maintaining visual quality.

Quote Import Correctly Handles Duplicate MPNs [TN-7851]

Fixed an issue where importing a quote with multiple line items using the same MPN caused all items to display identical information. Salesbuildr now respects the “overwrite pricing information from import” setting, allowing each line item to retain its unique description and price.

Hide Service and Addon Prices When Leasing is Enabled [TN-7875]

Updated quote display to hide prices and totals for services and addon products eligible for leasing. Items with the “Show in leasing table” toggle disabled will not appear in the leasing summary table, while non-leasable services and labor still contribute to the total value in the summary.

Drop-Ship Enhancements [TN-7091]
Fixed incorrect shipping behavior where orders were shipped to the MSP despite the drop-ship flag being enabled. Orders now respect customer drop-ship configuration.

End-User Sees "View Only" Incorrectly [TN-7669]

Fixed an issue where non-MSP users without the “quoteManager” role were incorrectly shown “view only” in the storefront. Salesbuildr now ensures that only users without proper permissions see the “view only” label, providing the correct access experience for all end-users.

Empty Basket Selection Issue [TN-7665]

Fixed an issue where users were prompted to select a basket even when one contained zero items. Salesbuildr now skips empty baskets and adds products directly to the basket with existing items, improving the storefront experience and reducing unnecessary selection steps.

Cannot Submit When Implicit T&C is Off [TN-7748]

Fixed an issue where baskets could not be submitted if the “implicit Terms & Conditions” setting was turned off. Salesbuildr now correctly displays the T&C dialog, similar to the quote approval flow, ensuring users can submit baskets without errors.

New Basket Created for Every Product [TN-7781]

Fixed an issue where adding a new item in the storefront created a separate basket for each product. Salesbuildr now correctly adds items to existing baskets when appropriate, improving basket management and user experience.

Incorrect Shipping Type Applied for Subcategory Orders [TN-7011]

Fixed an issue where orders from the “New workplace Xior user” subcategory were assigned the main category’s shipping type (“niet van toepassing”) instead of the subcategory’s correct shipping type (“franco levering”). Salesbuildr now applies the correct shipping type for all subcategory orders, ensuring accurate order fulfillment.

Profile Display Issue for Long Names [TN-7662]

Fixed an issue where long names, email addresses, or company names were being cut off in user profiles. Salesbuildr now truncates text properly and includes a tooltip to show the full name, ensuring profile information is fully accessible without breaking the layout.