Release Notes
Version [2026-10-09]
Added
Lead Management
- Export finance quote details from lead clusters Download Data (#19987).
- Transfer lead clusters between authorised dealerships with a dedicated permission (#19973).
- Scheduled custom reports that are not tied to cars (#17623).
Customer Communication
- Adobe Campaign as a notification medium (#19924).
- Autoplay Source ID and Campaign ID fields on notifications (#19971).
- Customer emails when cars are reserved (#19951).
Appointments
- Per-location loan car disclaimer (#19970).
- Optional driver’s licence on staff loan car details links (#19916).
Finance & Deals
- VW used car finance quotes via VWFS WebCalc (#19778).
- One-click apply for an accepted customer price discount (#19902).
Reports & Analytics
- AI Legends appointment conversion, response rate, and AI vs non-AI conversion (#19980).
- Quick Widget cards on the default analytics dashboard tab (#19918).
- Appointments calendar analytics drilldown (#19920).
- PDF export for Call Grading Analytics, plus Edit KPIs on Call Analytics pages (#19939, #19925).
- Scheduled Ad Performance email report (#19941).
- MTD monthly targets on Total Lead Clusters analytics (#19943).
- Open and click rate by template charts on Email analytics (#19954).
- Car reports at dealership group level (#19908).
Stock Management
- Trade-in valuation photos on contact Vehicles cards, and lightbox from lead list thumbnails (#19937, #19935).
Marketplace & Feeds
- Support ticket link on Move Dealership Requests rows (#19909).
Settings & Administration
- Use Dealer Studio Defaults to seed default follow-up flows (#19955).
- Card banner upload and live description preview in the plugin editor (#19947).
- Manufacturer primary contact on the manufacturers index (#19923).
- Audit Trail slide-in on dealership finance providers (#19986).
- Users can be created on the carsguideone domain (#19850).
Changed
Lead Management
- Follow-up reminder emails greet the assignee and explain why the reminder was sent (#19982).
- Switched-on follow-up flows no longer need a separate enable step (#19961).
- Before-event follow-up stages show as before the appointment (#19945).
- Lead cluster Created vs SMS timestamps use a consistent timezone (#19922).
Appointments
- My Calendar is condensed so the workday fits in the viewport (#19981).
Stock Management
- Orbit photo sync no longer duplicates or deletes photos, and the 360 spin viewer is more reliable (#19967).
- Autogate export switch stays visible but disabled when there is no matching feed (#19966).
Finance & Deals
- Clearer sales contract release approval banner (#19930).
Reports & Analytics
- Marketing Analytics timeline aligned with the Analytics Dashboard (#19946).
- Per-KPI vs Industry limited to enabled call-grading KPIs (#19926).
- Recommend enabling vehicle customer emails on Email Analytics (#19960).
- Daily (Weekdays Only) reports send on weekdays (#19964).
Website & Content
- Cap OG thumbnails on Videos library cards (#19944).
- Promotion and banner dates picked from a calendar (#19968).
- Load default questions cards are fully clickable (#19962).
Settings & Administration
- Access Control permission options stay consistent across roles (#19919).
- Irrelevant RBAC own-records scope control is hidden (#19938).
- Autograb billing Usage period filled for custom MRR and feed costs (#19959).
- Completed dashboard issues hide Complete and restore the title link (#19928).
- Commercial contact ABN lookup is a Business-section action (#19950).
- Billing alerts when GoDaddy domains are created or assigned (#19988).