Enhancements
General
- Updated search indexing to not include HTML markup
Clients
- Added several Contract Lifecycle Management improvements, including clearer renewal type labeling, more consistent option ordering, and fixes for schedule updates involving formatted currency values
- Refined pending-page notifications under Clients to make follow-up and status messaging clearer and more consistent
Support
- Added code sample support to support ticket responses
- Updated support and order notification emails to include HTML links
- Expanded ticket activity notifications to include email addresses alongside participant names
Reports
- Added a Daily Orders Summary email that highlights outstanding open orders
Plugins & API
- Added
uber.admin_unlock_loginAPI method to unlock admin accounts that were locked after too many failed login attempts
Add-ons
- Added Add-ons section with details about available add-ons
Bugfixes
General
- Fixed mobile layout issues in the new UI when viewing and editing client account information
- Fixed the admin mark payment modal so it no longer shows a success notice immediately when opened
- Standardized success and error flash messages in the apply credit popup for clearer payment feedback
Clients
- Fixed SureTax and QuickBooks synchronization issues that could prevent certain invoices from syncing correctly and could create duplicate tax rates for the same tax and location combination
- Fixed overdue invoice notice emails that could display raw HTML instead of properly rendered content
- Corrected CloudStack billing calculations so monthly usage no longer omits the final 23 hours of billable time
- Corrected the Client Dashboard “At a Glance” Payments Received total so manually recorded payments are included properly
Orders
- Fixed an issue where quotes could remain in an Open state after a client signed them, which also affected access to the signed contract
Reports
- Fixed the Sent Invoices report so column-header sorting works correctly again
Client Portal
- Fixed a client portal issue where custom CC addresses could not be added in a follow-up when there were no active contacts or only one active contact
