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Release Notes

Version [2026-05-18]

Added

Lead Management

  • Added assignee picker to the new lead form (#14770)
  • Added Cars Without Leads report with flexible lookback window (#14699)
  • Added a new website leads view (#14707)
  • Added warning when missing lead clusters (#14752)

Customer Communication

  • Added salesperson name shortcode for bulk SMS messages (#14521)
  • Added dedicated Follow-Ups CRUD page for AI Agent configurations (#14496)

Finance & Deals

  • Added manual finance quote capability (#14488)
  • Added new stats and improved margin display for sales contracts (#14742, #14743)
  • Added ability to restore cancelled sales contracts (#14552)

Appointments

  • Added ability to cancel test drives (#14733)
  • Added loading animation on test drive signature buttons (#14732)

Marketplace & Feeds

  • Added variant colour name to Autogate export (#14791)
  • Added bulk update feature for export destinations (#14728)
  • Added car search to feed run show page (#14753)

Reports & Analytics

  • Added Salesperson Lead Details module to team analytics (#13631)
  • Added total row to Performance Correlation table on Team Analytics (#14580)
  • Added conversion confetti on deal completion (#14560)
  • Added salesperson column to deal log download (#14577)
  • Added additional deal log filters (#14508)

Settings & Administration

  • Added ABN lookup to dealership commercial contacts (#14641)
  • Added in-sidebar bug reporter with screen recording (#14600)
  • Added doc-view mode toggle to help sidebar (#14598)
  • Added Account Setup tab to 360 CRM view (#14543)
  • Added GMB profile auto-matching (#14723)
  • Added API endpoint for car payment processors (#14570)

Stock Management

  • Added hourly hire price field to rental car stock forms (#14599)
  • Added begins-with and ends-with operators for stock number filters (#14541)
  • Improved HEIC and HEIF image handling for vehicle photos (#14698)

Website & Content

  • Improved Website Importer with OEM-required field support and bug fixes (#14622, #14700)

Changed

Lead Management

  • Improved lead cluster tag wrapping and rearrangement of lead cluster blocks (#14727, #14566)
  • Improved lead search performance by optimising SMS conversations queries (#14750)
  • Added Offer button to car lead cluster card (#14650)

Customer Communication

  • Improved bulk SMS slide-in interface (#14591)
  • Restored search box to SMS templates popover (#14582)
  • Improved AI follow-up SMS by capping message length for brevity (#14547)

Finance & Deals

  • Improved credit score display (#14523)
  • Improved clarity around offer start and expiry fields (#14623)

Marketplace & Feeds

  • Improved Autotrader make and vehicle class validation in feed exporter (#14648)
  • Improved Truckworld feed parser (#14656)

Website & Content

  • Improved manufacturer image quality served via Cloudinary (#14563)

Reports & Analytics

  • Improved email analytics tile UX and fixed open/click percentage calculations (#14798, #14775)
  • Migrated email and QR code analytics to ClickHouse for faster reporting (#14586, #14525)

Settings & Administration

  • Improved Xero contact creation to enforce ABN lookup (#14628)
  • Improved RBAC roles management (#14495)
  • Removed broken Token column from API keys list (#14576)

Stock Management

  • Improved vehicle inventory caching for faster load times (#14724)

General

  • Improved platform spam filtering for better security (#14726)