Follow new updates and improvements to Upmind.
December 22nd, 2024
As the year comes to a close, we’re excited to share details of our latest release. You now have greater control over contracts with the ability to rename products, options, and attributes for better customisation. New subscription settings allow you to disable immediate cancellations and capture custom fields for 'soft' (end-of-term) cancellations, offering improved insights into customer churn and retention opportunities. Lastly, we’ve added MercadoPago as a payment gateway, expanding options for businesses serving Latin America.
Here are the full release notes:
NEW: Change contract product, option, and attribute names
NEW: Setting to capture cancellation fields for 'end-of-term' (soft) cancellations
NEW: Setting to prevent clients from requesting immediate (hard) cancellations
NEW: MercadoPago payment gateway (supporting credit/debit cards)
NEW: Relay segment ID when selecting bulk notification test recipient
NEW: Surface original contract product names if they've been customised
FIX: Bug within the upgrade/downgrade dry-run modal
FIX: Logic behind when to show auto-renew toggle controls
FIX: Warning when checking impersonation permissions of child accounts
INTERNAL: Guard legacy invoices using new has_legacy_invoices
flag
INTERNAL: Refactor contract cancellations from provider to composable
INTERNAL: Replace imports from '@/models/clients'.
INTERNAL: Resolve import issues with shared types on the CI pipeline
INTERNAL: Sync Localazy translations
December 6th, 2024
In this release, clients and staff can now manage their notification preferences, meaning users can pick which updates they receive and how – whether it’s billing alerts, support updates, or service notifications. We’ve added an IP lookup modal, providing deeper insights when reviewing orders and fraud events. Lastly, staff can now use a quick search feature in the admin catalogue, making finding products, options and attributes faster and easier.
Here are the full release notes:
NEW: Client notification preference management
NEW: Staff notification preference management
NEW: Token-based notification preference management
NEW: IP address lookup modal for orders and fraud events
NEW: 'Quick search' on staff catalogue product listings
NEW: Provision configuration filter within TLDs listing
NEW: Registrar 'Auto mode' option within manage TLD modal
NEW: Show username in clients list when different to email
FIX: Payment attempt
param not being encoded correctly during redirect flow
FIX: Related product selection when creating tickets
FIX: Use of cProdsListing
instead of ProductsTable
INTERNAL: Import shared @upmind/types
INTERNAL: Adjust pagination limit defaults
INTERNAL: Reduce the number of with
relations when listing templates
INTERNAL: Sync Localazy translations
November 18th, 2024
Over recent weeks, we've introduced several exciting updates. Enterprise users now enjoy SAML support and enhanced admin login flows for an improved staff experience. We're also trialling support for custom pages, dynamic menu items, and iframe rendering within client area template slots.
Here are the full release notes:
NEW: SAML support for enterprise license users
NEW: Implement auth providers within the admin login flow
NEW: Auto-load default auth providers to improve staff login UX
NEW: Render support for 'Custom Pages'
NEW: Dynamic menu items derived from custom pages
NEW: 'iframe' type supported within client area template slots
NEW: Show invoice consolidation options for client (dependant on brand setting)
NEW: Add currency suggestions for locales: en-AU, en-NZ and en-GB
NEW: Push AppEvent when provision fields are mounted
FIX: Bug updating old promotion types due to data structure change
FIX: Available ticket departments in "Manage my Upmind" context
FIX: Missing reference to get required custom fields in the basket
FIX: Race condition loading product config during upgrade/downgrade flow
FIX: Refresh template list after the creation of a new template
FIX: Incorrect order complete redirection in admin context
FIX: Word breaks within provision config details
FIX: URLification within pinned notes
FIX: Category uniqueness when grouping contract products
FIX: Omit products pending cancellation from those needing confirmation
INTERNAL: Change percentage step increment in auto-populate prices form
INTERNAL: Pass locale within AppEvent metadata
INTERNAL: Sync Localazy translations
October 15th, 2024
This release allows staff to adjust non-existent account credit balances without the need to process a paid top-up. We've also introduced 'Select all' controls for ticket inbox filters, streamlining the selection process when managing numerous brands or departments.
Here are the full release notes:
NEW: Adjust non-existent account credit balances
NEW: Order confirmation modal with confetti effect
NEW: 'Select all' controls for ticket inbox filters
NEW: Clamp inbox filters with 10 or more options
NEW: Optionally hide order notes during checkout
FIX: Reduce variable interpolation for generic translations
FIX: Bug deleting product category
INTERNAL: Pin node version
INTERNAL: Sync Localazy translations
October 7th, 2024
This latest release enhances our auto-populate prices feature, making it possible to apply percentage adjustments across your target terms. We’ve also added support for required phone numbers during checkout, and improved reverse-relation linking for catalogue options and attributes.
Here are the full release notes:
NEW: Auto-populate catalogue prices with percentage discount adjustment
NEW: Support for 'Required Phone' during checkout
NEW: Improve catalogue (option/attribute) reverse relation linking
NEW: Add allow-popups
on Upmind iframe component
FIX: Broken control for specifying custom billing terms
FIX: Submission with 'Enter' key across numerous forms
FIX: Missing promotion setup translations
FIX: Error handling around locked ticket functionalities
FIX: GoCardless provider bug
FIX: Secrets form text formatting to support values such as RSA keys
FIX: Colour picker
INTERNAL: Refactor promotion configuration codebase
INTERNAL: Add allow-same-origin
to iframe sandbox attribute
INTERNAL: Push AppEvents to help monitor and improve UX
INTERNAL: Sync Localazy translations
September 18th, 2024
After a brief summer slowdown, we’re excited to announce a major batch of updates to round off Q3. While there’s too much to cover here, some key highlights include a new “Quick Invoice” flow that simplifies invoicing for one-off services by automatically creating catalogue products in the background, groundwork support for SAML authentication to enhance security for Enterprise users, and the addition of Braintree as a supported payment gateway.
Here are the full release notes:
NEW: 'Quick Invoice' functionality to simplify invoicing for ad hoc services
NEW: Implement support for admin session transfers using the new auth_code
grant type
NEW: Add advanced category and product field for managing UI metadata
NEW: Implement Braintree payment gateway
NEW: Surface report codes within catalogue product listing
NEW: Surface report codes when managing product options
NEW: Surface invoice cancellation reasons
NEW: Add bulk 'Get info' control for domain configurations/registrars
NEW: Add 'Brand' filter for retentions listing
NEW: Render provisioning iframe if returned in request action logs
NEW: Show and bypass refund warning message for future paid invoices
NEW: Add prompt to apply product interval changes across existing products
NEW: Add 'Disable' affiliate account control to block abusers
NEW: Highlight which saved card details support automated payments
NEW: Add catalogue product breadcrumb root nodes to improve navigation UX
FIX: Brand retention filters dropping between status tabs
FIX: Redirection after creating a 'Lead' ticket
FIX: Email list refresh bug
FIX: Webhook list refresh bug
FIX: Add allow-modals
to iframe sandbox attribute
FIX: SupportPal imports
FIX: Translation field display bug
FIX: Auto-renew controls incorrectly shown for trial products
FIX: Uncaught (non-409) errors on basket convert call
FIX: Client filter used when listing contract product categories
INTERNAL: Reduce phone input debounce
INTERNAL: Sync Localazy translations
July 23rd, 2024
As well as introducing a couple of new settings, this release adds support for pinning internal ticket notes, so important details are always clearly visible to colleagues who may be working on the same support ticket.
Here are the full release notes:
- NEW: Implement support for 'pinned' ticket notes
- NEW: Setting for proforma invoice prefix and next number
- NEW: Setting to adjust public_name
for a user, client and oneself
- NEW: Consume utm_
parameters when tracking signups and orders
- FIX: Missing pagination controls for delegate listings
- FIX: Incorrect date_from
format for some stat cards
- FIX: Reinstate relative ticket row date-times
- FIX: Change status shortcut not working on tickets 'list mode'
- FIX: Reload loop bug for staff using a locale unsupported by their brand
- FIX: Transactions filter not showing more than 10 gateway options
- FIX: Model sync of tax template business_types
- FIX: Sentry issues
- INTERNAL: Guard provision request modals for staged import records
- INTERNAL: Remove 'DD/MM' in favour of 'MMM Do' to avoid date confusion
- INTERNAL: Clean and restructure _datetime
language files
- INTERNAL: Sync Localazy translations
July 11th, 2024
This is a small release that improves a few things around language and currencies. You can now pass a target locale to the client-side application, using either the parameter locale
or lang
. For example `{yourdomain}.com/login?lang=es-419`. If supported by your brand, this language will be applied, overriding the client’s preferred browser language.
Here are the full release notes:
- NEW: Add support for passing a preferred language via either locale
or lang
params
- NEW: Add support for multiple locale currency suggestions
- NEW: Add currency suggestion mappings for es_CO
and es_MX
- NEW: Open modal upon encountering a 403 'ip_address_disallowed' error
- NEW: Check setting 'tickets.client_can_schedule' to guard client scheduling
- FIX: Force locale designator parts to always be uppercase
- FIX: Determine supported locale, ignoring case
- FIX: Breaking change related to listing groups with functionalities
- INTERNAL: Sync Localazy translations
- INTERNAL: Sync Localazy translations
July 9th, 2024
This release introduces several new support desk features, including a 'take ticket' control that allows staff to take the next queued (oldest) ticket, ticket scheduling capabilities, and new lock controls to prevent clients from closing or reopening tickets.
Here are the full release notes:
- NEW: 'Take ticket' support desk feature
- NEW: Support ticket scheduling feature
- NEW: Support ticket 'locked' feature
- NEW: Dynamic custom field filters on 'client' and 'cancellation request' listings
- NEW: Show payment provider description text on configuration modal
- NEW: Show helper text for payment provider fields
- FIX: Missing with_staged_imports
param on provision requests modal
- INTERNAL: Refactor legacy custom field store modules
- INTERNAL: Add new hook log mappings
- INTERNAL: Adapt provider logic for loadAll
vs reloadAll
- INTERNAL: Sync Localazy translations
July 5th, 2024
This release improves the experience when selecting or purchasing an account domain linked to hosting plans, website builders or other similar products. The UI for choosing whether you'd like to register, transfer or use an existing domain is much clearer – plus there is improved intelligence around existing domains available in a client's basket and account.
Here are the full release notes:
- NEW: Refactor 'SmartDomainField' for improved UX and clearer option choice
- NEW: Add support for proforma invoice number sequencing
- NEW: Add link to Github for example import CSV file formats
- NEW: Add status filter when selecting a product for email test
- NEW: Surface cancellation requests within the retention modal
- NEW: Sync retentions tab selection (flagged, in progress etc) via router
- FIX: Transaction gateway label for deleted payment providers
- FIX: lowestMonthlyPriceTerm
computation to account for a discounted price
- FIX: Remove related invoice & product components from lead tickets
- INTERNAL: Soften SSL health check warning message
- INTERNAL: Sync Localazy translations