Overview
This release introduces UI improvements, better handling of billing edge cases, a new API capability for Ticket attachments, and new Workforce and Admin Settings features. It also includes small quality-of-life updates across the platform.
User interface
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Archived custom fields won’t appear on entities anymore
If a value has been added to a custom field and the field is then archived, the custom field won’t appear on any entities (Accounts, Addresses, etc.) where a value was added.
Checkout
- Trimmed whitespace around Account Name to avoid creating accounts with trailing spaces in names.
Billing
- Made Internal Notes mandatory when using the Check payment method.
- [Gravity] Improved the void/refund process to ensure refunds are attempted in more scenarios when a void fails.
- [Paymentus] Prevented Duplicate Payment Method errors when adding a payment method
- Blocked sharing of annual (or non-monthly) subscriptions with Accounts on monthly billing to prevent incorrect charges.
Workforce
- [Fields service app] Technicians can now click on a phone number from a Work Order in the app to pre-fill it into their phone’s dialer for easier customer contact.
Admin settings
- New permission: Control which roles can edit addresses on accounts
API
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Support for attachments in Ticket comments via the API
You can now add JPGs and PDFs to Ticket comments using the API.
Learn how to use this feature.