You can view the previous release notes here.
Week 29 - Release 199
Release 199 delivers significant enhancements to our product catalog capabilities, customer onboarding analytics, and platform reliability. This release introduces advanced product disambiguation features and substantial improvements to our distributor API ecosystem with new partners and enhanced error handling.
Major Features & Enhancements
Streamlined Bulk Product Operations [TN-6158]
Fixed bulk edit permissions to properly respect product editor roles, enabling efficient mass product updates for authorized users.
Distributor API Ecosystem Expansion
Leader Cloud Australia Integration [TN-6791]
Added comprehensive API integration for Leader Cloud (Australia) with monthly price list synchronization, supporting both individual and bulk product imports with multi-term pricing (Monthly, Annual, Annual Billed Monthly).
PB Tech New Zealand Enhancement [TN-6916]
Improved IT-Partners integration with PB Tech, implementing customer-specific file processing and resolving stock quantity header mapping issues.The Change UK Integration [TN-7143]
New FTP-based integration for The Change (UK) distributor, supporting InTouch Communications and other UK partners.
Advanced HaloPSA Integration
Asset Groups & Categories Overhaul [TN-7136]
Completely restructured product categorization system using HaloPSA Asset Groups with "Use for Items" enabled:Automatic root and child category creation
Synchronized product type mapping
Streamlined product dialog with removed redundant fields
Accounts & Prospects Entity Support [TN-7223]
Full integration with HaloPSA's advanced CRM entities, supporting the "Use Accounts and Prospects for Opportunities" configuration for enhanced sales workflow management.
Advanced Leasing Features
Intelligent Contract Duration Management [TN-7159]
Automatic contract duration updates based on selected leasing terms, with read-only field display and explanatory tooltips for improved user guidance.
Leasing Table Visibility Controls [TN-7160]
New "Show in leasing table" flag for granular control over which products appear in leasing documentation, separate from general leasing eligibility.
Dedicated Leasing Summary Widget [TN-7161]
Extracted leasing summary functionality into a standalone widget for better template customization and cleaner quote layouts.
User Experience Improvements
Template Content Clarity [TN-7042]
Improved labeling and descriptions throughout the template system for better user comprehension.Internal Approval Workflow Cleanup [TN-7048]
Removed internal approval details from customer-facing audit trail PDFs, maintaining professional quote presentation.Enhanced Login Experience [TN-7050]
Resolved temporary "access forbidden" errors during role changes, providing smoother user authentication workflows.
Critical Bug Fixes
Email Confirmation Delivery [TN-7233]
Fixed missing confirmation emails for approved quotes, ensuring proper customer communication throughout the approval process.Leasing Calculation Accuracy [TN-7240]
Corrected monthly lease calculations for bundled products, ensuring consistent pricing between individual and bundled line items.Quote Currency Handling [TN-7167]
Resolved total price calculation errors when using the "Do not change value if currency exchange rate changes" option.Inventory Management Accuracy [TN-7142]
Fixed suggested quantity calculations in item receiving workflow, eliminating confusion with remaining inventory counts.Contact Creation Reliability [TN-7275]
Resolved contact creation failures in the platform, ensuring smooth customer onboarding processes.