Changelog

Over the past month, we've rolled out several updates to streamline support and ordering workflows. Ticket management is now more intuitive, with smarter listing logic and dedicated staff profile views for assigned, watched, and closed tickets. Ordering has been improved with a setting to preselect product options and attributes, while optimised loading states enhance the speed of contact product listings.

Here are the full release notes:

• NEW: Ticket listing logic (get all vs assigned) depending on assigned functionalities

• NEW: "Assigned", "Watched" & "Closed" tickets view under each staff user profile

• NEW: Exclude departments from "take ticket" assignments with new limited setting

• NEW: Show client's default phone number on profile card

• NEW: Setting to preselect product options and attributes when placing an order

• NEW: Optimise loading state (reduce latency) of contact product listings

• NEW: Deprecate contract product onboarding screens to prevent blocking requests

• NEW: Make filters, sorters and quick search immediately available for contract listings

• NEW: 'Admin Access' boolean filter for staff users listing

• NEW: "More details" control to access cancellation request fields in different contexts

• NEW: Support for Hungarian (HU) locale

• FIX: Send test email flow breaking for certain object types

• FIX: Logic determining whether refund options should be shown during cancellation

• INTERNAL: Refactor ticket status handling to use status_code instead of status_id

• INTERNAL: Refine ticket inbox filters to simplify options based on user permissions

• INTERNAL: Refactor to retrieve cancellation request fields and values as a relation

• INTERNAL: Create a new shared component for displaying cancellation request fields

• INTERNAL: Refactor import types across several core objects

• INTERNAL: Sync Localazy translations

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

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

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

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

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

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

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