You can view the previous release notes here.
Week 37 - Release 203
This release delivers critical bug fixes, enhanced PSA integrations, comprehensive quote improvements, and workflow optimizations. This release focuses on stability, user experience enhancements, and expanding platform capabilities across Salesbuildr's ecosystem.
Major Features & Enhancements
PSA Integration & Workflow Improvements
[Halo] Enhanced Product Category Management [TN-7282]
Fixed a critical issue where products and services would revert to their original categories after being moved to new ones, ensuring proper category organization is maintained.
[Halo] Improved Company Contact Synchronization [TN-7369]
Resolved timing issues where company contacts weren't properly linked during imports, ensuring contacts are correctly associated with their companies.
[ConnectWise] Enhanced Site Support for Tax Configuration [TN-7525]
Added comprehensive support for ConnectWise Sites, enabling proper sales tax configuration based on location. Sites are imported as delivery addresses and automatically synchronized to maintain accurate tax calculations across different locations.
[ConnectWise] Improved Company Creation Workflow [TN-7548, TN-7549]
Enhanced company creation with duplicate detection warnings and mandatory address validation to prevent synchronization errors and ensure data integrity.
[Autotask] Increased Product Name Character Limit [TN-7656]
Extended product name character limit from 100 to 1000 characters when syncing to Autotask, matching Autotask's API capabilities and preventing truncation of detailed product names.
Quote & Proposal Management
External Facing Custom Note Variable [TN-7295]
Implemented customer-facing custom form fields with dynamic variables allowing personalized quote content and improved template flexibility. See custom form article for more details.
Default Quote Settings Enforcement [TN-7607]
Fixed issue where default quote configuration settings (such as "Show Subtotal") were not being applied to new quotes, ensuring consistent quote formatting.
Quote Error Recovery System [TN-7589]
Implemented automatic data correction for corrupted quotes, with user-friendly messaging and one-click repair functionality to maintain quote accessibility.
Enhanced Line Item Display Configuration [TN-7296]
Added ability to configure line item display options including "Long Description" in quote settings.
Platform Improvements
Enhanced Phone Number Validation [TN-7384]
Removed overly strict country code requirements that were causing unnecessary validation errors, while maintaining PSA-specific validation where required.
Email Signature Import Feature [TN-6779]
Added paste-and-import functionality for email signatures, automatically converting user information to template variables for seamless signature management.
Export Performance Enhancement [TN-6806]
Implemented background processing for large quote exports (2000+ items) to prevent system crashes, with email delivery upon completion.
Critical Bug Fixes
Distributor Mapping Reliability [TN-7572]
Resolved intermittent issues where configured distributors wouldn't appear in mapping interfaces, ensuring consistent product sourcing capabilities.
Order Placement Improvements [TN-7625]
Enhanced Ingram Micro order processing with better error messaging and market validation to ensure successful order placement.
Platform Stability & Performance
This release includes numerous hotfixes and stability improvements, addressing integration reliability, data synchronization accuracy, and user interface consistency. The comprehensive testing suite ensures continued platform reliability as new features are added.