All versions since [2026-08-28]
[2026-08-28]
Added
Lead Management
- Active leads at other locations are highlighted in the lead cluster sidebar (#18283).
Customer Communication
- Dedicated customer confirmation emails for Team Member Enquiry leads (#18221).
Stock Management
- Dealerships can invite standalone preferred appraisers to complete valuation requests (#18293).
Settings & Administration
- Partner API key pages display configured IP allowlists (#18287).
Changed
Lead Management
- Lead cluster detail PDFs include two vehicle photos (#18262).
Finance & Deals
- Deposit badges explain when a payment is not yet attached to a sales contract (#18298).
Stock Management
- Improved feed import handling for vehicle rows with incomplete data (#18278).
Settings & Administration
- Clarified primary location selection for SMS-enabled phone numbers (#18297).
- Social account connections are available to dealerships with any Legend plugin (#18195).
General
- Portalled header controls interact independently from collapsible panels (#18282).
[2026-08-31]
Added
Lead Management
- Golden lead indicator on the lead show page (#18250).
- A default first task type is set automatically for the Next Follow Up (#18388).
Reports & Analytics
- Staff-gated AI Insights module on the Analytics Dashboard (#18349).
- Inventory age distribution chart on Car Analytics (#18434).
- Drilldowns for Leads Per Website, deal log monthly pipeline, stock analytics price and grade charts, and website Lead Analytics by dealership (#18417, #18399, #18373, #18363).
Stock Management
- Purchase cost can be edited directly on the Inventory Pricing (Autograb) page (#18432).
- RAV build date status with an on-demand manual check on the car page (#18412).
- Manufacturer accessories can be targeted by state (#18407).
Settings & Administration
- Three-step webhook destination picker, with schema and HMAC settings now configured per recipient (#18308).
- Lead permission badges on the users table (#18395).
Finance & Deals
- GST breakdown for Misc items on sales contract PDFs (#18398).
Marketplace & Feeds
- Google Ads linking is available to dealerships not managed by Dealer Studio (#18183).
Customer Communication
- Phone calls index links through to the matching lead cluster by phone number (#18317).
General
- Mobile profile payload includes the dealership timezone (#18416).
- Messenger conversation API is now open to dealership staff (#18266).
Changed
Reports & Analytics
- Analytics breakdowns now respect the location filter selected on each tab (#18428).
- Facebook Ads modules explain why no data is showing (#18442).
- Leads-per-dealer table headers stay anchored while scrolling, and the custom date range picker looks right in dark mode (#18435, #18421).
- GA4 pool accounts warn when Analytics permissions are missing (#18431).
Lead Management
- HubSpot and Google Analytics tracking fields are hidden from the lead display (#18444).
- Lead cluster available users list refreshes after team member changes (#18390).
Customer Communication
- Faster mobile SMS inbox for users with restricted access (#18054).
- Carsales placeholder contact names update once the real name arrives (#18420).
- Toyota TPR leads no longer include the Enquiry Timestamp field (#18396).
Settings & Administration
- Access Control permissions UI reworded in plain language for dealership admins (#18334).
- Customer PII shield applied to the admin contacts index (#18387).
- Driver licence and secondary ID attachments are encrypted at rest (#18103).
Finance & Deals
- Vehicle PDF billing is attributed to the correct website and location on the Xero contact split (#18400).
- YouX sites are now recorded against the YouX finance provider (#18223).
General
- Faster page loads across the dashboard, plus quicker customer garage details, mobile list views, and Autograb listings (#18386, #18405, #18273, #18371).
[2026-09-01]
Added
Finance & Deals
- Online-store accessory orders can be paid with Stripe (#18433).
- Government forms step in the sales contract builder (#18168).
- Novated leasing finance integration with default values and clearer error handling (#18422).
Stock Management
- SMS all leads from the stock page (#18413).
- Stock can be migrated between dealerships (#18430).
- Confirming a buyer when marking a vehicle sold creates a contact vehicle (#18438).
Customer Communication
- Bulk SMS lists for managing campaign audiences (#17955).
- Price drop alert email template editor support (#18258).
Reports & Analytics
- Plugins Analytics admin dashboard (#18406).
- Location field on contact CRM reports (#18424).
- Last 6 months, Year to Date, and Last 2 years timeframe presets (#18456).
- Total row on the Lead Clusters Per Dealership report (#18458).
Website & Content
- Table tool per-cell background and text colour, plus column merge (#18129).
- Multi-select and bulk assign primary contact on the websites index (#18440).
Changed
Lead Management
- Dealer email car links now use the lead’s website (#18489).
- ACV vehicle disclosure custom fields flow through to lead fields (#18454).
Customer Communication
- SMS Sent By tooltip shows (AI) for AI-generated messages (#18468).
- Inbound LMS emails with base64 bodies display correctly (#18384).
- Withheld or missing caller numbers are included in phone call counts (#18441).
Reports & Analytics
- Leads per website analytics served from ClickHouse (#18476).
- Analytics Dashboard PDF reporting buckets short periods more accurately (#18445).
- Lead Cluster Conversion by Location table is included in PDF export (#18449).
- Faster location name options on valuations reports (#18443).
Website & Content
- Page editor block settings and nested editor behaviour (#18472).
- Night Shift webhooks forward featured image URL and publish date (#18462).
- Settings sidebar search stays visible while scrolling (#18446).
Marketplace & Feeds
- Autotrader resync runs daily, with a 24-hour drop detection window (#18467).
- Deactivated Autotrader accounts are skipped during resync (#18448).
Finance & Deals
- Dealership Signed badge tooltip shows the dealership signer (#18470).
Settings & Administration
- Reconnect account action on GA4 pool missing-permissions tooltip (#18457).
Stock Management
- Large image derivatives are used for oversized photos in background removal (#18497).
- OEM make is resolved through the manufacturer make name (#18404).
[2026-09-02]
Added
Settings & Administration
- Reworked plugin free-trial flow with Trial and Activate tabs, trial settings, and ending-soon notices (#18288, #18289).
- Popular Email section when adding a notification (#18514, #18532).
- Manufacturer drafts feature gate (#18496).
- Run Scraper action on manufacturer scraped offers (#18518).
Lead Management
- Lead cluster tasks can be categorised as SMS, Phone, or Generic (#18429).
- User avatars in the LMS Tasks View user filter (#18509).
Customer Communication
- Delivery social posts with an AI caption option (#18494).
- Clearer messaging when the AI does not reply to a customer (#18495).
Appointments
- Test drive completed lead status as a pipeline completion action (#18471).
Website & Content
- Ambassador page editor category (#18516).
Finance & Deals
- Pagination and current supply on the warranty allocations page (#18503).
Changed
Lead Management
- Free-tier lead visibility applies to CSV and PDF exports (#18385).
- Bulk reassign of active leads runs in the background (#18506).
Reports & Analytics
- Daily Lead Report omits long-delivered leads (#18493).
- Manufacturer leads report served from ClickHouse (#18507).
Website & Content
- Pages cannot be saved or published while a Cloudinary upload is in progress (#18202).
- Content Legend onboarding wizard no longer opens automatically (#18501).
- Footer stays pinned to the bottom on sidebar pages (#18511).
Customer Communication
- Improved loading experience on the Incoming Email show page (#18533).
Settings & Administration
- Contact tag dropdown served from dealership tags (#18500).
- Sales contracts enabled flag available on the dealership edit endpoint (#18524).
- GA4 pool OAuth tokens refresh before scope checks (#18535).
- Benchmarks searchable via “target” in settings menu search (#18504).
Stock Management
- Stock export jobs fall back to the primary database when replica rows are missing (#18534).
[2026-09-03] Latest
Added
Stock Management
- Appraisals workspace for reviewing and managing trade-in appraisals (#18540, #18541, #18542, #18543).
- Appraisal report PDF attached when a trade-in is completed (#18520).
- Shared export destination availability rules across the dashboard and mobile API (#18521).
Reports & Analytics
- PDF download for the dealership Car Analytics page (#18570).
- Inventory-by-age chart drilldown on Car Analytics (#18595).
- Phone call analytics cards can filter by Answered, Missed, or Uncategorised (#18557).
- Agency Analytics can embed public analytics share links (#18598).
- Dealer filter and VIN search on New Vehicle Sales (#18486).
Customer Communication
- AI call summaries auto-expand in the Phone Calls table (#18519).
- One-click AI caption generation for delivery social posts (#18587).
Finance & Deals
- Sales contract PDF field text alignment setting (#18549).
- Pagination for Xero invoices on the dealership Xero page (#18551).
Settings & Administration
- Webhook type filter on the admin Webhook Recipients page (#18560).
- Actions dropdown and View info on GA profile rows (#18547).
Appointments
- System User tooltip on appointment assignees (#18577).
Website & Content
- Clearer warning when a promotion slide image has no dimensions yet, with automatic retry (#18562, #18569).
Changed
Lead Management
- Service leads show a Vehicle tab instead of Cars of Interest (#18555).
- Lead cluster webhook fires when a lead moves between clusters (#18515).
- Mobile active-lead check aligns with the desktop duplicate warning (#18579).
- Data deletion policy also purges identity fields from lead custom fields (#17904).
Customer Communication
- SMS inbox groups cap messages per contact for faster loading (#18314).
- Ghost loading on the phone calls index table (#18592).
- Incoming email show page pagination stays in sync with the URL (#18607).
- Clearer AI appointment time handling around opening hours and closing time (#18316, #18480, #18608).
Stock Management
- Cost dialog stays open after adding a cost so multiple costs can be entered in sequence (#18578).
- Faster DAP price-with-rate car lookups (#18581).
Marketplace & Feeds
- Dealer comments keep non-ASCII characters and paragraph breaks on CSV feed import (#18530).
Reports & Analytics
- Faster Help Me Decide location user statistics (#18539).
- Leads By Website PDF export columns match the dashboard (#18576).
- GMB reviews-by-dealership PDF chart labels draw vertically for readability (#18571).
- Analytics date range start re-selection behaves more reliably (#18606).
Settings & Administration
- Faster pending approval queries for manager notifications (#18525).
- Price change history prefers last_price_change_at over version scans (#18538).
- Smoother GA4 pool accounts page loading (#18563).