You can view the previous release notes here.
Week 33 - Release 201
Release 201 delivers powerful PSA integration enhancements, improved email and quoting workflows, and critical bug fixes across platform, storefront, and distributor integrations. This release focuses on improving operational efficiency, data accuracy, and user experience across Salesbuildr.
Major Features & Enhancements
PSA Integration & Workflow Improvements
Opportunity Search by ID Across PSA Integrations [TN-7235]
Enhanced opportunity handling for Halo, ConnectWise, and Autotask with PSA ID-based search.
Post-Sale Ticket Description Sync to Autotask [TN-7254]
Updated mapping so the Salesbuildr ticket description now syncs directly to the Autotask ticket description instead of creating a note.Hide “Eligible for Leasing” for Non–One-Time Products [TN-7220]
Leasing toggle is now hidden for recurring products/subscriptions to avoid misconfiguration.
Quote & Email Enhancements
Order of Line Items in PSA/API Matches Quote Layout [TN-4254]
Ensures PSA/API line item order mirrors Salesbuildr quote presentation for consistent client communication.Email Templates: CC & BCC Support [TN-6277]
Added CC/BCC fields and variable support in email templates, including custom UDFs for companies and opportunities.
Distributor & Product Data Enhancements
White Label Bundle Workflow [TN-7127]
Introduced automated white label bundle creation on import, simplifying pricing and cost allocation for bundled products.Pax8 Term Information in Product Descriptions [TN-7148]
Microsoft product descriptions now include term details (e.g., annual/monthly) for better PSA and accounting clarity.New Distributor Integration – Exertis IE [TN-7265]
Added support for Exertis Ireland distributor feed.
Bug Fixes & Platform Improvements
Bundles Show Contents in Storefront [TN-6169] – Fixed missing bundle item visibility in Storefront views.
NOSTRA User Access Fix [TN-7077] – Corrected issue where certain users were assigned incorrect view-only roles.
Distributor Hub Stability [TN-7244] – Improved error handling to prevent crashes when distributor connections (e.g., Ingram Micro) experience downtime.
Product & Company Search Optimizations [TN-7201, TN-7202, TN-7203] – Converted searches to SQL for faster performance.
Form Builder Fixes [TN-7256, TN-7258, TN-7259] – Resolved naming convention prompts, enabled inline editing, and ensured text color formatting is respected.