Changelog

Follow all system updates and improvements

Showing 50 of 1931
April 2026

Initial documentation — Complete goal lifecycle management including eight business metric types (income, invoiced amounts, lead conversions, customer acquisition, contracts by type, and estimate conversions), real-time progress tracking with animated visual indicators, automated success and failure notifications, staff assignment, dashboard widget, and global search integration.

???? Initial documentation — Complete goal lifecycle management including eight business metric types (income, invoiced amounts, lead conversions, customer acquisition, contracts by type, and estimate conversions), real-time progress tracking with animated visual indicators, automated success and failure notifications, staff assignment, dashboard widget, and global search integration.

Current release — Complete visual customization suite covering administration panel, customer portal, buttons, tabs, modal dialogs, table headers, login page, text utility colors, tag labels, and three custom CSS editors (admin, portal, shared).

Current release — Complete visual customization suite covering administration panel, customer portal, buttons, tabs, modal dialogs, table headers, login page, text utility colors, tag labels, and three custom CSS editors (admin, portal, shared).

Current release — Tile-based portal navigation with three built-in portals (RP, PMP, CMMS), automatic and manual menu categorization, custom overview pages, drag-and-drop ordering, badge system, configuration export/import, and granular per-portal permissions.

Current release — Tile-based portal navigation with three built-in portals (RP, PMP, CMMS), automatic and manual menu categorization, custom overview pages, drag-and-drop ordering, badge system, configuration export/import, and granular per-portal permissions.

General Improvements

General Improvements — Applied updates and refinements to the API V2 module.

Initial documentation — Next-generation REST API with secure authentication, interactive documentation, comprehensive request logging, endpoints for announcements, tickets, clients, contacts, staff, leads, invoices, building management, amenity reservations, and contact center, automatic account synchronization for contacts and staff, deployment automation distribution, standardized error codes, and role-based access controls.

Initial documentation — Next-generation REST API with secure authentication, interactive documentation, comprehensive request logging, endpoints for announcements, tickets, clients, contacts, staff, leads, invoices, building management, amenity reservations, and contact center, automatic account synchronization for contacts and staff, deployment automation distribution, standardized error codes, and role-based access controls.

Initial documentation — Advanced project reporting suite featuring individual project dashboards with overview panels and animated progress circles, interactive 3D charts for milestone status, task status (with on-time vs. late tracking), estimated vs. logged hours, and task priority distribution, team workload tables with drill-down to member tasks, milestone tracking with progress indicators and late highlighting, six-status task classification system, cross-project analytics with time-period

???? Initial documentation — Advanced project reporting suite featuring individual project dashboards with overview panels and animated progress circles, interactive 3D charts for milestone status, task status (with on-time vs. late tracking), estimated vs. logged hours, and task priority distribution, team workload tables with drill-down to member tasks, milestone tracking with progress indicators and late highlighting, six-status task classification system, cross-project analytics with time-period filtering, weekly task trend analysis, and configurable home page dashboard widgets.

General updates and improvements to notification delivery reliability.

General updates and improvements to notification delivery reliability.

Initial documentation — Complete property audit management including scheduling with recurring frequencies, template-based checklists with multiple item types, audit execution with draft saving, formal review workflow, corrective action tracking with priorities, integrated property locations, compliance audit support with evidence collection, and multi-format report export.

???? Initial documentation — Complete property audit management including scheduling with recurring frequencies, template-based checklists with multiple item types, audit execution with draft saving, formal review workflow, corrective action tracking with priorities, integrated property locations, compliance audit support with evidence collection, and multi-format report export.

March 2026

Compliance Document Status

Compliance Document Status — Resolved a problem with compliance document statuses not displaying the correct value.

Resolved a problem with status display in compliance documents.

Resolved a problem with status display in compliance documents.

Compliance Status Editing

Compliance Status Editing — Fixed an issue where editing the status of a regulatory compliance document was not saving correctly.

Fixed an issue with editing compliance document statuses.

Fixed an issue with editing compliance document statuses.

Fixed an issue with editing compliance document statuses.

Fixed an issue with editing compliance document statuses.

Company Status Toggle

Company Status Toggle — Fixed an issue where the status of Active Companies could not be changed to Inactive.

Resolved a problem with status display in compliance documents.

Resolved a problem with status display in compliance documents.

Compliance Document Status

Compliance Document Status — Resolved a problem with compliance document statuses not displaying the correct value.

Company Status Toggle

Company Status Toggle — Fixed an issue where the status of Active Companies could not be changed to Inactive.

Resolved a problem with status display in compliance documents.

Resolved a problem with status display in compliance documents.

Compliance Status Editing

Compliance Status Editing — Fixed an issue where editing the status of a regulatory compliance document was not saving correctly.

Fixed an issue with editing compliance document statuses.

Fixed an issue with editing compliance document statuses.

Fixed an issue with editing compliance document statuses.

Fixed an issue with editing compliance document statuses.

Resolved a problem with status display in compliance documents.

Resolved a problem with status display in compliance documents.

Compliance Document Status

Compliance Document Status — Resolved a problem with compliance document statuses not displaying the correct value.

Company Status Toggle

Company Status Toggle — Fixed an issue where the status of Active Companies could not be changed to Inactive.

Resolved a problem with status display in compliance documents.

Resolved a problem with status display in compliance documents.

Compliance Status Editing

Compliance Status Editing — Fixed an issue where editing the status of a regulatory compliance document was not saving correctly.

Fixed an issue with editing compliance document statuses.

Fixed an issue with editing compliance document statuses.

Fixed an issue with editing compliance document statuses.

Fixed an issue with editing compliance document statuses.

Resolved a problem with status display in compliance documents.

Resolved a problem with status display in compliance documents.

PM Asset Report

PM Asset Report — Added a Preventive Maintenance coverage report showing which assets have PM tasks scheduled and which have gaps in coverage.

Dashboard Enhancements

Dashboard Enhancements — Continued improvements to the Property Manager Dashboard layout and functionality.

Added the Asset Report overview to the CMMS portal for quick access to preventive maintenance asset reporting

Added the Asset Report overview to the CMMS portal for quick access to preventive maintenance asset reporting

PM Asset Report

PM Asset Report — Added a Preventive Maintenance coverage report showing which assets have PM tasks scheduled and which have gaps in coverage.

Added option to display all task statuses (including completed) in the default task list view, improving visibility for teams that need to see the full picture at a glance.

Added option to display all task statuses (including completed) in the default task list view, improving visibility for teams that need to see the full picture at a glance.

Dashboard Enhancements

Dashboard Enhancements — Continued improvements to the Property Manager Dashboard layout and functionality.

Added the Asset Report overview to the CMMS portal for quick access to preventive maintenance asset reporting

Added the Asset Report overview to the CMMS portal for quick access to preventive maintenance asset reporting

PM Asset Report

PM Asset Report — Added a Preventive Maintenance coverage report showing which assets have PM tasks scheduled and which have gaps in coverage.

Added option to display all task statuses (including completed) in the default task list view, improving visibility for teams that need to see the full picture at a glance.

Added option to display all task statuses (including completed) in the default task list view, improving visibility for teams that need to see the full picture at a glance.

Improved document viewing to open files in a new browser window.

Improved document viewing to open files in a new browser window.

Asset Detail Editing

Asset Detail Editing — Added the ability to edit all fields directly from the asset detail view, providing a more streamlined workflow for updating asset information without leaving the detail page.

Document Viewing

Document Viewing — Compliance documents now open in a new browser window for easier viewing without leaving the current page.

Dashboard Export

Dashboard Export — Fixed an issue where the export function on the ticket dashboard was not working and was returning a session expiration error.

Improved document viewing to open files in a new browser window.

Improved document viewing to open files in a new browser window.

Language improvements on Scope of Work feature

Language improvements on Scope of Work feature

Ticket Retrieval

Ticket Retrieval — Fixed an issue with ticket data retrieval through the API.

Improved document viewing to open files in a new browser window.

Improved document viewing to open files in a new browser window.

Asset Detail Editing

Asset Detail Editing — Added the ability to edit all fields directly from the asset detail view, providing a more streamlined workflow for updating asset information without leaving the detail page.

Document Viewing

Document Viewing — Compliance documents now open in a new browser window for easier viewing without leaving the current page.

Dashboard Export

Dashboard Export — Fixed an issue where the export function on the ticket dashboard was not working and was returning a session expiration error.

General Updates

General Updates — Various refinements to dashboard components and data display.