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Release Notes

Version [2026-09-13]

Added

Appointments

  • Team day calendar view for appointments (#18916).

Reports & Analytics

  • Subsource breakdown in the Lead Analytics source drilldown (#18893).
  • CSV download on the My Dashboard Commission page (#18938).
  • Xero billing entity filter on website analytics (#18940).

Changed

Lead Management

  • Blank Stellantis trade-in fields are omitted on lead ingest and display (#18687).
  • IApprise lead source is shown as iAppraise (#18898).
  • Trade-in enquiry handling aligned with the Trade-in Enquiry deprecation (#18917).

Customer Communication

  • Staff SMS notifications appear on the Outbound view, with clearer lead-not-distributed alerts (#18915).

Marketplace & Feeds

  • Loopit lead export includes vehicle, location, and package details (#18918).

Website & Content

  • Rich editor image uploads go directly to Cloudinary (#18924).

Reports & Analytics

  • Clearer Car Stats labels in the Car Analytics PDF export (#18895).
  • Lead Analytics email CSV exports omit customer personal details (#18946).

Finance & Deals

  • Autograb Valuation Form and Carsales leads are excluded from commission when the billing entity is Autograb (#18939).