Week of 9/21

If you manually send an email that's part of a sequence, we'll skip the next scheduled copy of that same email so your customer doesn't get it twice. Only that one email is skipped, the rest of the sequence continues as normal.

The Support Agent used to tell you that support had to reset a deposit before it could resync, right above a button that let you do it yourself. That message has been rewritten so the instructions match what's actually on screen.

Deposits for your FlexPoint invoices now break out the individual payments behind them instead of showing a single lump line. That makes them straightforward to reconcile against your bank statement.

Some invoices paid in FlexPoint weren't getting marked paid in ConnectWise when the accounting system was manually paying. Payment status now writes back reliably.

A ConnectWise contact flagged with your FlexPoint contact type wasn't always getting a portal login created. Those contacts are now provisioned correctly.

Some customer records held on to old contact details, including a bill-to name that no longer existed upstream and a contact who had been removed. Those records now reflect what's in your PSA or accounting system.