You can view the previous release notes here.
Week 27 - Release 198
Release 198 focuses on user experience refinement, quote workflow improvements, and platform stability. This release addresses critical customer feedback around quote table ordering, enhances company configuration interfaces, and strengthens our Halo PSA integration with new webhook support and improved field guidance.
Major Features & Enhancements
Summary Table Item Ordering Fix [TN-6010]
Resolved customer-reported issue where summary table items displayed in random order instead of following the quote item sequence. Multiple customers had flagged this inconsistency, which now maintains proper ordering with reliable page refresh behavior.
Enhanced Company Configuration Interface [TN-6768]
Complete overhaul of company configuration tabs (General Info, Social, Data Points, Media, Addresses, Admin) with:
Consistent field labeling and structure
Contextual tooltips for complex fields (Autotask ID, Pax8 ID, favorites lists)
Improved search field UX with clearer placeholders
Visual grouping of related fields
Mobile/tablet responsiveness improvements
Customizable Quote Form Widget [TN-6866]
New configurable widget for quote acceptance workflows enabling MSPs to collect:
Custom input fields (text, dropdowns, checkboxes)
Bank details and onboarding information
Direct debit details with optional UDF mapping
Mandatory field validation
Advanced Search for Bundle Addons [TN-6981]
Added comprehensive search functionality to the Bundle addon tab for consistency across the platform, improving product discovery workflows.
HaloPSA Integration Enhancements
Product Created Webhook Support [TN-7092]
Implemented real-time webhook listener for HaloPSA "Product Created" events, enabling automatic product synchronization.
Configuration Field Tooltips [TN-7079]
Added comprehensive tooltips for HaloPSA configuration fields:
Product Group Types mapping guidance
Opportunity Type field explanations
Account Codes mapping instructions
Quote Stages Mapping [TN-7070]
Enhanced PSA setup tiles with integrated quote stages mapping for streamlined initial configuration.
Critical Bug Fixes
ConnectWise Annual Product Calculation [TN-6799]
Fixed issue where annual products with 12-month contracts were incorrectly multiplied by 12 in ConnectWise, showing 12-year values instead of 12-month values.
Bill of Materials Link Restoration [TN-6878]
Resolved broken Bill of Materials links that weren't accessible to customers when configured to be viewable.
Quote Contact Selection Bug [TN-7049]
Fixed error occurring when changing company selection after initially selecting a contact during quote creation.
Declined Quote Retract Button [TN-7055]
Removed non-functional "Retract" button from declined quotes, as declined quotes cannot be reactivated.
PSA Dashboard Tile Persistence [TN-7058]
Fixed issue where PSA configuration dashboard tiles remained visible after successful setup and confirmation.
Billing Cycle Mapping Requirements [TN-7062]
Made billing cycle mapping mandatory during initial PSA setup to prevent quote failures.
Error Message Enhancement [TN-7012]
Improved validation error displays throughout the platform, replacing technical messages with user-friendly guidance for better user experience.