Table of Contents

Release Notes

Kristen Fiddes Updated by Kristen Fiddes

06/16/2026 19:23 CDT

Improvements

  1. Improved download performance and reliability for files, generated documents, and data exports.
  2. Enhanced sonarPay card-on-file payment processing to better support recurring and customer-initiated transactions:
    1. Added support for capturing the first successful transaction ID for credit cards to support stored payment methods
    2. Added a $0 authentication transaction when adding a new credit card or token
    3. Updated payment processing to correctly differentiate between scheduled, unscheduled, merchant-initiated, and customer-initiated transactions

Customer Portal Changes

  1. Resolved an issue where payments made while saving a new credit card for AutoPay could create duplicate authentication transactions and not be associated with the saved payment method.

Database Changes

Model

Field

Type

Reportable

CreditCard

first_successful_transaction_id

String

No

06/09/2026 19:04 CDT

Improvements

  1. Renamed the Description field to Name Override where applicable to better reflect its function on invoices.
  2. Added the ability to create Custom Fields directly from the Edit Task Template modal when configuring custom field completion requirements.
  3. Updated the Sticky With Confirmation note modal to open from the center of the screen.
  4. Improved handling of Scheduled Reports by automatically disabling them when the created-by user account is disabled. Scheduled reports are automatically restored if the user account is re-enabled.

Bug Fixes

  1. Resolved an issue that could prevent duplicate voice services from being removed when a DID was assigned; assignment endpoints now support account_service_id associations.
  2. Resolved an issue where Assignee filters were displayed as two separate filters in the applied filter summary.
  3. Resolved issues impacting Location Tools > Map interactions, including opening entity details and the polygon tool.

06/02/2026 18:39 CDT

Improvements

  1. Added messaging to provide better visibility into long-running payment application processes involving parent and child account invoices.
  2. Introduced a new role permission, Create Personal Access Token, to restrict Personal Access Token creation by role.
  3. Improved load performance for pages such as Accounts, Tickets, and Dashboards by optimizing how related sections without data are processed.

Bug Fixes

  1. Resolved an issue where Schedule Availabilities could not be edited successfully if a scheduled job existed across multiple availability windows.
  2. Resolved an issue where some CDR imports could incorrectly return an invalid started_at date error.
  3. Resolved an issue where some imported tokenized credit cards could be incorrectly identified as expired due to invalid expiration date formatting.
  4. Resolved an issue that would prevent returned sonarPay eCheck payments associated with frozen invoices from being reversed.
  5. Resolved an issue where the Next Recurring Charge amount could fail to update correctly when changes involved Archived Accounts.
  6. Resolved an issue where some Account actions could be missing from Account Logs/All Logs/API results.
  7. Resolved an issue that prevented the Clone Job option from loading correctly for Jobs migrated from v1.
  8. Resolved an issue that prevented files larger than 10 MB from being uploaded successfully.
  9. Corrected the API documentation for the createCreditCardPayment mutation.
  10. Resolved an issue where cleared saved filters could reappear after refreshing or revisiting the page.
  11. Resolved an issue that prevented new Inbound Mailboxes from being created.
  12. Resolved an issue where Delinquency Details > Delinquent For would display as "N/A".
You can view Archived Release notes here | Archived Release Notes

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