You can view the previous release notes here.
Week 23 - release 196
Week 23 - Release 196 delivers significant platform enhancements focused on enterprise integrations, security improvements, and user experience refinements. This release introduces the highly anticipated HaloPSA Integration (Beta) and resolves numerous stability issues. Key highlights include new distributor integrations, improved quote management workflows, and comprehensive bug fixes across the platform.
🚀 Major Features & Enhancements
HaloPSA Integration - Phase 1 Beta Release [TN-5251]
We're excited to announce the beta release of our comprehensive HaloPSA integration, enabling seamless creation and management of Quotes, Sales Orders, and Purchase Orders directly from Salesbuildr.
Key Beta Features:
Quote Creation & Management: Create and sync quotes between Salesbuildr and HaloPSA with full field mapping
Sales Order Generation: Automatically generate sales orders in HaloPSA from approved Salesbuildr quotes
Purchase Order Integration: Streamlined purchase order creation with proper supplier and product mapping
Documentation & Resources:
Integration Setup Guide: Complete setup and configuration instructions
Sales Order Creation Guide: Step-by-step process for creating sales orders
Field Mapping Reference: Comprehensive field mapping documentation
This is a beta release - we welcome your feedback to help us refine and enhance the integration before general availability.
Enhancements
Checkbox Selection for Multi-Import [TN-6885]: Added selective import functionality allowing users to choose specific products rather than bulk importing entire search results. This was highly requested feature via FeatureUpvote
HTML Description Display Fix [TN-6800]: Fixed marketplace product description rendering by properly handling HTML tags and improving display consistency
Leasing Template Variables [TN-6892]: Added new template variables for leasing quotes including monthly totals with/without tax and combined recurring amounts. See documentations for more details
ConnectWise Improvements
Primary Contact Sync Fix [TN-6952]: Resolved issue where primary contacts only synced for new companies, now works for existing companies
Quick Setup Tile Improvements [TN-6983]: Enhanced ConnectWise quick setup with Product Term Mapping form and improved error messaging
🐛 Critical Bug Fixes
Quote & Sales Management
Quote Approval Workflow Fix [TN-6922]: Fixed "Mark as sent" functionality when approval rules are enabled - now properly marks as sent instead of actually sending
Leasing Bundle Compatibility [TN-6953]: Resolved leasing functionality issues with bundle products, enabling leasing options for bundled items
Quote Expiry Notifications [TN-6904]: Fixed expiry and view notification delivery issues that were preventing proper email notifications
Negative Infinite Discount Fix [TN-6911]: Corrected calculation error causing products to receive negative infinite discounts when currency exchange rates changed
Hidden Quote Information [TN-6890]: Fixed visibility of general information section on quotes for users with appropriate viewing permissions
📊 Distributor & Supplier Updates
New Distributor Integrations
Epatra Integration [TN-6802]: Added new distributor integration with FTP connectivity
IML Direct Integration [TN-6889]: Implemented new supplier API integration with SFTP access
BlueChip IT Integration [TN-6879]: Enhanced distributor data feed processing