You can view the previous release notes here.
Week 19 - release 194
This release includes significant improvements to custom domain management, enhances the Halo PSA integration, improves product management capabilities, and delivers numerous bug fixes and usability enhancements.
New Features
New Admin Page for Custom Domains [TN-6479]
Added a dedicated page where users can add and manage custom domains. The system validates domain entries and provides instructions for DNS configuration.
Quote PDF for Internal Users [TN-6716] (Feature Upvote)
You can now configure the system to send the approved quote PDF to internal users, using the same configuration options available for external users. This ensures your team stays informed with the complete documentation.
Custom Fields for Opportunities [TN-6702]
Added support for User-Defined Fields (UDFs) in opportunities, allowing for more detailed and customized record-keeping. Note, this is only added for Autotask at moment. We are planning to add for ConnectWise and Halo PSA as well.
Improved Opportunity Type Support [TN-6785]
Enhanced support for Halo PSA opportunity types, allowing users to select from available opportunity types in HaloPSA when creating opportunities in Salesbuildr.
Year One Total Calculation [TN-6825]
The calculation of "Year One Total" in the quote summary to include one-time charges plus 12 months of recurring charges for HaloPSA.Billing Codes Support [TN-6631]
Enhanced support for Ledger Accounts (Account Codes) in Salesbuildr for HaloPSA to ensure Income Account and Expense Account settings are inherited from Product Groups.
Improvements
HubSpot Integration Fixes [TN-6740, TN-6847]
Improved HubSpot integration with fixed UI and behavior for Update Scopes and Connect buttons.
Bug Fixes
Quote and Product Management
PDF Layout Issues [TN-6462]
Fixed an issue with blank spaces appearing in PDFs that were not present in the web version of quotes.Quote Summary Display [TN-6454]
Fixed display issues with quote summary sections and improved handling of one-time setup pricing.PDF Attachments [TN-6552]
Fixed an issue where PDF file extensions were being dropped when attached to quotes.Product Pricing Display [TN-6724]
Fixed a bug where an 'E' was incorrectly added in front of any price change.Renewal Quote Creation [TN-6754]
Fixed error handling when creating renewal quotes from contracts with unlisted products.
ConnectWise Integration
Email Field Handling [TN-6756]
Improved how contact email fields are processed from ConnectWise to properly handle different communication field types.
General Platform Improvements
HaloPSA Category Display [TN-6731]
Default HaloPSA category dropdown now displays subcategories for better product mapping.User Configuration [TN-6644]
Fixed an issue with HubSpot user linking for accounts without external identifiers.Integration Usability [TN-6735]
Added explanations for each configuration option in Halo PSA for better user experience.