Changelog

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

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

This release improves the experience when working with retentions and also adds support for custom cancellation fields – allowing you to capture additional details when a customer requests to cancel. In preparation for future widgets and cart updates, we've also introduced functionality to support session transfers from different domains.

Here are the full release notes:

- NEW: Implement custom cancellation fields

- NEW: Implement support for client session transfers using auth_code grant type

- NEW: Refactor 'Manage Retention' modal timeline and layout

- NEW: Improve row stickiness of user permissions matrix, improving UX when 20+ groups

- NEW: Highlight invoices "to be credited" when there are pending pro-rata invoices

- INTERNAL: Unify custom field type components

- INTERNAL: Update recent invoices list UI to use unified InvoiceRowItem

- INTERNAL: Sync Localazy translations

This release adds markdown support for vault notes and product descriptions. We've also tweaked the login logic for organisations with multiple brands – jumping you straight into multi-brand mode when starting a new session.

Here are the full release notes:

- NEW: Default to multi-brand mode on login (when user has multiple brands)

- NEW: Add markdown support for vault notes

- NEW: Add markdown support for product and product category descriptions

- NEW: Add advanced 'Report code' fields on catalogue products

- FIX: Ticket messages order param to fix last_message_id bug

- FIX: Support text and image on payment instruction modal

- FIX: async await logic causing incorrect inbox component re-render

- INTERNAL: Update allow_vault brand config key

- INTERNAL: Add custom upm_report_code_* params for dataLayer ecommerce items

- INTERNAL: Adjust Sentry replay sample rates

- INTERNAL: Sync Localazy translations

We've just added a new contract retentions tool (in beta), the ability to add a custom URL to your brand logo and a ticket message interception feature to prevent clashing replies. We've also made a handful of bug fixes and internal tweaks to keep things running smoothly :)

Here are the full release notes:

• NEW: (BIG) Retentions tool beta

• NEW: Intercept ticket reply submissions when newer message exist

• NEW: Define a custom URL for use when clicking the brand logo

• NEW: Clarify difference between staff & client URLs under custom domains

• NEW: Only poll for new tickets when tab is active

• FIX: 'New line' behaviour when editing a ticket message

• FIX: Sentry issue UPMIND-4N5

• INTERNAL: Reduce ticket polling interval to 60 seconds

• INTERNAL: Correct `undefined` Sentry release name

• INTERNAL: Update Sentry SDK

• INTERNAL: Pause 'socket' connections

• INTERNAL: Sync Localazy translations

Introducing persistent ticket message drafts!

Now, when you start a reply in our system, your draft will be automatically saved to local storage. This means you can refresh your page, or even leave and return later, and your draft will be right there waiting for you, exactly where you left off. We hope you find this small enhancement helpful.

- NEW: Persist ticket message drafts using localStorage
- NEW: Surface parent relations on clients listing
- FIX: 'Take ticket' / 'Unassign' control label not updating
- FIX: Strip '\\' from the start of all redirects to prevent attack vector

We've put a feedback application right within the Upmind app. As we approach our launch we want to clearly share our roadmap and the dates at which new features get released.

You can click 'Updates' on the top right of your Upmind admin area and you will see three things:

• Changelog. This log of all app improvements and changes.

• Upmind Roadmap. A breakdown of all the public features in our roadmap as well as estimated completion dates. For now we've put these in quarterly, but generally we deploy once a week or so.

• Feature requests. Where you can request features yourself and vote on other features that you'd like to see prioritised.

- NEW: Integrate Featurebase into admin app
- INTERNAL: Sync Localazy translations

- NEW: Add `Unselect all` option when managing user assignments
- FIX: Errors reading properties of undefined