New Features:

• Customer Portal / Passwords:
  • For an order created in a Store / Location (not via the portal), an assigned password-type task is now visible to the customer in the customer portal.
  • The customer can enter and submit a password value for that task from the portal
  • The submitted value is handled as a password-type task (masked on entry / not shown in plain text), consistent with how password tasks behave elsewhere.
  • Previously, customers provided passwords via email or in a portal comment. This provides a much more secure and data-privacy-compliant method for gathering customer passwords.
• Order Notes / Security:
  • Users regularly find sensitive data in notes. The most common case is a password: a customer or a colleague pastes it into a note, or it arrives in an email that is then converted into a note.
    • Standard practice is to move that password out of the note and into the dedicated password field, where it is masked, restricted to users with the right permission, and recorded on the timeline every time someone reveals it.
    • Since note history was introduced, editing or deleting a note keeps the previous version on the order timeline. That is valuable for auditing, and we want to keep it. But it defeats the clean-up: the password or personal data the agent just removed is still sitting on the timeline, readable by anyone who can see that note, with no way to get rid of it.
  • Changed this so a user with the appropriate permission can review a note's previous versions from the note edit form and permanently destroy the content of the ones they choose.
    • The timeline still records that those edits happened, the user is warned that the content cannot be recovered, and both reviewing the previous versions and destroying their content are recorded on the timeline.

Updates to Existing Features:

• Tasks:
  • You can now disable an individual task option so it can no longer be used. Historical orders will still show the task value when viewed.
• Cost Estimates:
  • Added a new VAT / Tax field to the Cost Estimate in the Portal so the tax is clearer for your customer.
  • Column value format: {currency} {amount} ({rate}%) — e.g. EUR 29.07 (20%)
  • If an estimate's lines resolve to a single tax rate, it’s shown as one line.
  • If an estimate's lines resolve to more than one distinct tax rate, the value is collapsed by default but can be expanded to show the per-rate breakdown
    • This view is only shown when multiple rates are present.
• GSX Integration:
  • Token Handling:
    • When a technician's personal GSX token is expired/invalid, GSX actions will automatically fall back to a valid shared account if one exists.
    • When the technician’s GSX token is expired, and no shared fallback exists, the technician now sees a message explaining that their token is expired and offering a link to their User settings to request a new one.
    • When a technician has no GSX token, and the tenant has no valid shared account, the technician sees a message guiding them to contact an admin.
  • Cost Estimates / GSX:
    • Cost Estimate PDFs are now automatically excluded from the available list of files in the GSX repair creation form.
  • Email Reminders for Parts Pending Return:
    • Added a new field to System Settings > Integrations > GSX: “Parts Pending Return Reminder Email Days”
    • Sends a daily email to the Logistics list covering parts due back within the specified days and parts past their expected return date. Each part is included once when it enters the window and once when it becomes overdue.
    • The Logistics address is set under System Settings > Email Settings > Basic Settings
      • When that is empty, the Managers list receives the reminder.
• System Settings:
  • The settings menu search field stays visible at the top of the navigation panel while the menu items are scrolled.
  • Typing a search that matches a page inside a collapsed group opens that group and shows the matching page
    • Within an opened group, pages that do not match the search are hidden so only matches are shown
    • The matching text is highlighted in the results
  • Added a new option where you can pin system settings pages to the top of the menu.
• Order Lists:
  • Added a new option where the Order Provider (example, Appointment, GSX Appointment, Portal) can be used as an excludable parameter in an Order List.
• Translations:
  • Updates to missing Spanish (es_ES) translations.
  • Added a new translation for Catalan.
  • Updates to Dutch translations.
• Booking App:
  • The booking app now defaults to the tenant's language

Bug Fixes

• Macros:
  • Fixed an issue where custom fields were inconsistently sized when used with the customer.add macro step.
  • Fixed an issue where the order.custom macro step failed to load when it had a checkbox list.
• Stock Imports:
  • Fixed an issue where a stock import could fail with a worker process error when importing a file with many rows.
• Erply Integration:
  • Fixed an issue where a User could export an invoice to Erply multiple times.
• Vendors:
  • Fixed an issue where saving a vendor failed with a generic error whenever the "Default return window (days)" field was left blank.
• Internal Transits:
  • Fixed an issue where a "User must set up a store in user settings" error could appear when the tenant does not have stores enabled.
• Snippets:
  • Fixed an issue when using special characters with the {device.description} variable in a snippet.
• Loaners:
  • Loaner lines are deliberately excluded from stock deduction: sending a loaner out does not reduce the on-hand quantity of the loaner product.
  • Fixed an issue where undoing a dispatch on a loaner line adds stock that was never taken.
• Cost Estimates:
  • Fixed an issue when searching for products in the cost estimate form using percentage symbol, underscores or commas.
  • Fixed an issue where the customer portal cost estimate shows the Amount paid and Balance due fields in English regardless of which language the user has selected.