Release Notes v26.02
Published: 2026-05-18
Latest Update: 2026-07-13
Build range: 26.02 (26.01.050 – 26.01.067)
Refer also to: Release Notes Advisories 26.02
For the previous major releases, see Release Notes v26.01, Advisories v26.01, and What’s New v25.01.
| wdt_ID | Version | Category | Context | Type | Description |
|---|---|---|---|---|---|
| 8446 | 26.02 | ACCOUNTING | AUTO ADD RULE | FEATURE | Auto Add Rules now include a required Quote Type field with options SALE, CCO, and All. Rules only fire on quotes that match the selected type. Existing rules are automatically migrated to SALE on upgrade, preserving their current behavior. To apply a rule to CCO quotes or all quote types, edit the rule and update the Quote Type field. [26.01.050, US64049665] |
| 8447 | 26.02 | ACCOUNTING | AUTO ADD RULE | FIXED | Resolved an issue where the Cost Percentage field on the Auto Add Rule form (Accounting > Admin > Misc > Auto Add Rule Admin) was saving to the wrong database column in V25, causing the calculation engine to ignore it and calculate a $0.00 cost on auto-added lines regardless of the value entered. The form definition has been corrected so Cost Percentage now saves to the correct column; rules created prior to V25 were unaffected. [26.01.053, US63293767] |
| 8448 | 26.02 | ACCOUNTING | BUDGET | FIXED | Resolved an issue in the Budget Load Sheet (Accounting > Budgets > Define Budgets > [Budget] > Extended Menu > Export/Import Load Sheet) where re-importing an exported load sheet failed with a money-conversion error when any GL account or segment description contained a comma, double-quote, or newline. [26.01.051, US61374320] |
| 8449 | 26.02 | ACCOUNTING | CURRENCY ADMIN | FIXED | Resolved an issue where multiple grids across Q360 were displaying incorrect currency in monetary value columns. Affected grids (Customer > Service Contracts, Budgets > By Account, Purchase Order search, and Service Contract search) now correctly display the currency associated with their respective documents or contracts. [26.01.050, US53619753] |
| 8450 | 26.02 | ACCOUNTING | GENERAL LEDGER | FEATURE | The GL Entry form now includes a clickable Reversal Entry No field. When a GL entry has been reversed, users can click the Reversal Entry No to navigate directly to the associated reversal journal entry, making it faster to trace and review reversal activity. [26.01.054, US63570407] |
| 8451 | 26.02 | ACCOUNTING | GENERAL LEDGER | FIXED | A fix was implemented for Service Cost Deferral processing in the v25 web interface so deferred costs are now properly released and corresponding release journal entries are created when a service call is closed. GL Journal comments were also updated to consistently reference the customer-facing Call Number instead of internal dispatch identifiers, improving clarity and audit tracking for deferred and released service costs. [26.01.050, US64630853] |
| 8452 | 26.02 | ACCOUNTING | GENERAL LEDGER | FIXED | Resolved an issue where attempting to delete multiple GL account records simultaneously failed due to the delete procedure only supporting single-record deletion. Multiple GL account records can now be deleted at once. [26.01.051, US65837579] |
| 8453 | 26.02 | ACCOUNTING | GENERAL LEDGER | FIXED | Accounting > General Ledger > Recurring Journal Entry. An issue was resolved where the Post Now extended menu option was missing from the Recurring Journal Entry form. This option is now restored, allowing users to post recurring journal entries on demand. [26.01.052, US58228111] |
| 8454 | 26.02 | ACCOUNTING | GENERAL LEDGER | FIXED | Resolved an issue where the Account No. field label was missing when adding a new GL Account (Accounting > Admin > General Ledger > Add new), caused by a reference to a caption that had been removed from core code. The label now displays correctly as "Account No." [26.01.053, US58531701] |
| 8455 | 26.02 | ACCOUNTING | GENERAL LEDGER | IMPROVED | Accounting > General Ledger > GL Account Maintenance. The GL Account Maint quick search grid now displays additional default columns: Bank Flag, Status, Category, Sub Category, Job Cost Type, Job Cost Class, Fixed Flag, Project Revenue, Recurring Revenue, and Variable Revenue. [26.01.052, US64114844] |
| 8456 | 26.02 | ACCOUNTING | PROGRAM EFFICIENCY | IMPROVED | The note field on the Invoice by Customer grid now uses an HTML editor, enabling rich-text formatting for invoice notes. The grid also benefits from lazy-loading on the notes column and removal of duplicate columns for a cleaner display. [26.01.054, US63568002] |
| 8457 | 26.02 | ACCOUNTS PAYABLE | AGED AP | FIXED | Resolved an issue where changing the Aged By dropdown from Invoice Date to Due Date on the Aged AP report had no effect, causing the report to always age by Invoice Date regardless of the selected option. [26.01.053, US64554606] |
| 8458 | 26.02 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Accounts Payable > Vouchers > Print Check. An issue was resolved where check number validation when printing from the Voucher Print Menu was not scoped to the correct company. In multi-company environments, check numbers are now validated and loaded per company and bank account combination, ensuring accurate check number sequencing for each company. [26.01.052, US59802187] |
| 8459 | 26.02 | ACCOUNTS RECEIVABLE | CASH RECEIPTS | FIXED | Accounting > Accounts Receivable > Cash Receipts. An issue was fixed in Cash Receipts where entering an invoice number caused the Customer field to display the Customer Number instead of the Customer Name. The form logic was updated so the Customer Name is now correctly retained and displayed after invoice lookup, matching the behavior of the customer search modal. [26.01.050, US60634906] |
| 8460 | 26.02 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Resolved an issue where the Customer No field on the Create Invoice form displayed the company name from the invoice's Company field instead of the company name associated with the selected customer number. [26.01.053, US65150980] |
| 8461 | 26.02 | GENERAL | AI | CHANGED | When a user initiates the 'Draft With Ask Q' AI feature, all notifications from the AI agent will now be suppressed even if the user closes the modal before the response from the AI agent is received. [26.01.050, US65438819] |
| 8463 | 26.02 | GENERAL | API | FEATURE | Administration > API. Upload and Download endpoints are now included in the API User Permission list. Administrators can now control access to these endpoints per user. [26.01.052, US66670562] |
| 8464 | 26.02 | GENERAL | API | FIXED | Resolved an issue where failed Ramp bills, bill payments, reimbursements, and transactions were re-queued on every background processing cycle instead of respecting the configured poll interval. Failed records are now correctly gated by the poll interval window, preventing repeated duplicate queue entries when an underlying data condition causes a failure. [26.01.055, US64811343] |
| 8465 | 26.02 | GENERAL | BACKGROUND JOBS | FIXED | Resolved an issue where the edit button did not appear on the Background Job Administration form even when the job was editable. Also resolved an issue where the Execution Log grid did not load results on the Background Job Administration form. [26.01.002, 26.01.051, US66453980] |
| 8467 | 26.02 | GENERAL | DOCUMENTS | FIXED | Resolved an issue where the Omit Document feature stopped working when document encryption was enabled. Omit handling now also covers incoming email attachments processed through Webmail Retrieve. Note: documents that were previously omitted under the old logic will need to be re-omitted, as the system now uses an exact document match rather than file-matching rules. [26.01.054, US63973599] |
| 8468 | 26.02 | GENERAL | FIXED | Resolved an issue where calendar events were not syncing to Outlook for users whose email domain is configured with the Application authentication method. Users on Application auth no longer require individual OAuth tokens for calendar sync to function correctly. [26.01.055, US66671346] | |
| 8469 | 26.02 | GENERAL | EXPENSES | FIXED | File > Expenses > Submit Mileage Expenses. Upon refresh, grid no longer displays incorrect values. [26.01.050, US64631889] |
| 8470 | 26.02 | GENERAL | GRIDS | FIXED | Resolved an issue where money columns in certain grids were truncated and did not display full values including currency and symbol. Affected grids now enforce a minimum column width to accommodate 12 digits, ensuring complete monetary values are always visible. [26.01.053, US64209862] |
| 8471 | 26.02 | GENERAL | GRIDS | IMPROVED | Record navigation in Q360 grids is no longer blocked for grids with more than 3,000 rows. Users can now navigate within ±1,500 rows of the record they opened, improving usability when working with large result sets. [26.01.054, US64116742] |
| 8472 | 26.02 | GENERAL | LOGIN | IMPROVED | Fixed an issue where logging in with Google OAuth always prompted users to select their account and grant access, even when the account had already been authorized. After this fix, users are no longer prompted on every login — the Google consent screen appears only when authorization is genuinely required (such as on first use or after a session expires). [26.01.050, US64808939] |
| 8476 | 26.02 | GENERAL | MOBILE | FEATURE | Added a sheet-style date picker to the Q360 Mobile App and Q360 on mobile. Date and time fields now display a mobile-optimized date picker that slides up from the bottom of the screen, making it easier for technicians to enter dates and times on their device. [26.01.056, US67582185] |
| 8479 | 26.02 | GENERAL | MOBILE APP | FEATURE | The Q360 Mobile App is now available — a purpose-built application for field technicians. From the app, technicians can view and manage a daily task list of scheduled service calls and project tasks, work on call and task details (checklists, deficiencies, parts, events, documents, and signatures), log time (Labour/Labor), submit expenses, request time off, view a calendar of scheduled items, and access site entry details. A Route button lets technicians navigate multiple daily stops in sequence using Google Maps. The app is optimized for mobile devices and supports offline data with automatic sync to Q360. [26.01.050, US49055392] |
| 8486 | 26.02 | GENERAL | NAVIGATION | FEATURE | Two new keyboard shortcuts are now available for navigating between open tabs and windows. Alt + . moves to the next tab or window; Alt + , moves to the previous tab or window. In window mode, the previous shortcut toggles between the two most recently active windows. [26.01.053, US64631015] |
| 8487 | 26.02 | GENERAL | NAVIGATION | IMPROVED | Updated Q360 so that the toolbar filter text box is automatically focused when logging in, enabling users to start filtering immediately. Note: on screens with a quick search field, users must click into the quick search before using it. [26.01.053, US58375083] |
| 8488 | 26.02 | GENERAL | QUICK SEARCH | FIXED | Resolved an issue where quicksearch fields on forms displayed duplicate and incorrect captions. Field display names are now sourced from the Q360Caption table using a tablename_columnname key convention, providing accurate multi-language caption support. Where two fields share the same caption, a suffix is appended to distinguish them. [26.01.054, US64049738] |
| 8489 | 26.02 | GENERAL | SITE | IMPROVED | The sales rep field on the Site form now includes a blank option. Users can select this blank entry to remove or reset the assigned sales rep on a site record, providing greater flexibility when managing site-level sales rep assignments. [26.01.054, US66781321] |
| 8490 | 26.02 | GENERAL | THEME | FIXED | Resolved an issue where disabled input fields displayed low-contrast, washed-out text on iOS devices in Light Theme. iOS WebKit was overriding the application's CSS color styling on native form elements; the fix ensures disabled fields now display with the intended text contrast on iOS. [26.01.053, US63714328] |
| 8491 | 26.02 | GENERAL | USER MAINTENANCE | CHANGED | Removed the MAINTMENU permission. The Maintenance menu now only appears when a user has been granted access to at least one child item. Each Maintenance menu option now has its own permission: Dispatch Zones (DISPZONE_VIEW, DISPZONE_CREATE, DISPZONE_DELETE), Time Zones (TIMEZONE_VIEW, TIMEZONE_CREATE, TIMEZONE_EDIT, TIMEZONE_DELETE), View History (HISTORY_VIEW), Email Account Admin (EMAILACCTADMIN_VIEW, EMAILACCTADMIN_CREATE, EMAILACCTADMIN_EDIT, EMAILACCTADMIN_DELETE), and Rebuild Procedure DataDict Entries (DATADICTPROCS_EXEC). [26.01.055, US49054714] |
| 8492 | 26.02 | GENERAL | USER MAINTENANCE | FIXED | Administration > User Maintenance > Create User. When creating a new user, the permission level now defaults to zero if not manually set. This ensures new users start without elevated access unless explicitly configured. [26.01.052, US58225044] |
| 8493 | 26.02 | GENERAL | USER MAINTENANCE | FIXED | Resolved an issue where opening User Maintenance for an active, login-enabled tech user would falsely trigger a "Tech License Count is Exceeded" alert on form load and reset the login flag to N when the active tech count was exactly at the license limit. The login flag subscription now correctly fires only on user-initiated changes. [26.01.053, US65061824] |
| 8494 | 26.02 | GENERAL | USER PREFERENCES | FIXED | Resolved an issue in V25 where the Test Send button was missing from the Email tab in User Preferences. The button is now available on the Email tab, consistent with V24 functionality. [26.01.053, US64556411] |
| 8495 | 26.02 | HR | EMPLOYEE | FEATURE | Added a new Approval Authority tab to the employee form, allowing administrators to configure which employees and groups each approver is authorized to approve expenses for. The EXPENAPPRV permission now restricts expense approval to assigned employees only (direct reports plus individuals and groups listed on the approver's Approval Authority tab), while EXPENADMIN continues to allow approval of any employee's expenses and the approver's own expenses. The legacy Expense Approver field has been removed from the employee form; existing expense-approver relationships are automatically migrated to the new Approval Authority tab on upgrade. [26.01.053, US56471753] |
| 8496 | 26.02 | HR | EMPLOYEE | FIXED | A fix was implemented for the Employee Salary Currency functionality so the Salary Amount field now dynamically reflects the selected Salary Currency instead of always displaying values in the system currency. This ensures salary information is presented consistently and accurately when working with employees paid in alternate currencies. [26.01.050, US64481107] |
| 8497 | 26.02 | HR | FORMS | FIXED | Resolved an issue where the Date of Birth date picker in the Form Builder displayed a limited year range, making it difficult to select earlier birth years. The date picker now correctly supports the full intended range. [26.01.054, US63976999] |
| 8498 | 26.02 | HR | TIME BILL | FIXED | Resolved an issue on the Time Bill form Details tab (File > Time Bill > Details) where the Wage Rate, Fixed Amount, Fringe Amount, and Piece Amount fields displayed values rounded to the nearest whole dollar. These fields now show the full decimal precision stored in the database, consistent with the system's money-decimals setting. Prevailing Wage time bills will now correctly display the Wage Rate as defined on the PW Rate Table. [26.01.051, US65739309] |
| 8499 | 26.02 | INTEGRATIONS | PSA | FEATURE | Migrated the PSA Price List Integration to V25, enabling vendor and manufacturer pricing to be retrieved and updated from PSA directly into Q360. Customers can now also submit Q360 purchase orders as orders to PSA through this integration. Configuration is managed via the PSA API Config tab, which supports attributes such as CustomerNo, PSA Customer ID, PSA Access Token, price multipliers, and a Submit PO flag. [26.01.055, US64049606] |
| 8500 | 26.02 | INVENTORY | ORDERS | FIXED | Resolved an issue in the Parts Pick Q (Inventory > Work Queues > Parts Pick Q) where the Req Date and PO Release Date columns displayed 01/01/1900 when no date was populated. These columns now display blank when no date is set. [26.01.050, US62752323] |
| 8501 | 26.02 | PROJECTS | ORDERS | FEATURE | Added a currency mismatch validation to project orders and quotes that prevents mixed currencies within a single project. When an order or quote is saved, confirmed, or approved, Q360 checks whether the currency matches existing orders on the project and returns an error if a mismatch is detected, ensuring all orders on a project use the same currency. [26.01.053, US63430980] |
| 8502 | 26.02 | PROJECTS | ORDERS | FIXED | Resolved an issue in V25 where the Project Orders/Invoices tab was displaying an unwanted Totals section at the bottom of the grid and group row subtotals were not showing correctly. Group totals now display correctly without the extraneous footer. [26.01.054, US65153340] |
| 8503 | 26.02 | PROJECTS | TASKS | FEATURE | Added five optional grouping fields (Group1–Group5) to project schedule tasks. These fields use the same captions and dropdown choices as Contract Item group fields, allowing teams to categorize tasks consistently with contract line items. The columns are hidden by default in the Project–Task and Task–Sub-Task grids and can be enabled through the column chooser. [26.01.055, US64283337] |
| 8504 | 26.02 | REPORTS | DASHBOARDS | IMPROVED | The appearance of Text Gauge widgets on dashboards has been updated. The border color is now driven by the color set in Chart Configuration > Colors, with the background using a pastelized version of that color. Font sizing is now consistent across multiple gauges of the same height. On gauges that are 2 or more lines tall, the value now appears above the label, text is left-aligned, and the font color is always black. [26.01.056, US68200904] |
| 8505 | 26.02 | REPORTS | LIVE DATA DESIGNER | FIXED | Resolved an issue in V25 where newly created Live Data Reports had the filter Include flag incorrectly defaulting to checked, and where changes made to this setting were not saved correctly. Filter Include flag behavior now defaults to unchecked and persists as expected after saving. [26.01.055, US67463382] |
| 8506 | 26.02 | REPORTS | LIVE DATA REPORTS | CHANGED | Updated the SQL Export naming convention for Live Data Reports so that report names beginning with a number are now prefixed with Report_ rather than suffixed with _Report, and hyphens in report titles are stripped to eliminate doubled underscores in exported file names. [26.01.053, US66780102] |
| 8507 | 26.02 | REPORTS | LIVE DATA REPORTS | FIXED | Resolved an issue where external users with a broken contact link could see Block Amount Summary data for all customers when running the Block Amount Summary Ext report (Live Data > Accounting > Block Amount Summary Ext); the report now correctly returns data only for the user's authorized customer(s). [26.01.053, US64120030] |
| 8508 | 26.02 | REPORTS | LIVE DATA REPORTS | FIXED | Resolved an issue in the Internally Shipped Items live data screen where the extended menu lacked a dedicated "Update Location of Selected Item(s)" option, causing the Staging Location to remain populated after updating courier and waybill details and preventing items from being removed from the workflow; a separate extended menu option has been added that clears the Staging Location upon update, restoring the expected V24 behavior. [26.01.053, US57511287] |
| 8509 | 26.02 | REPORTS | SSRS | FEATURE | When printing SSRS reports, you can now include Word (.docx) files in the Merge Documents list in addition to PDFs. Word format is only available when the Destination is set to Download. Changing the selected format clears the current document selection. Only .docx files are supported; legacy .doc files are not compatible. [26.01.056, US67345840] |
| 8510 | 26.02 | REPORTS | SSRS | IMPROVED | Reports > SSRS. The SSRS integration has been enhanced with a standardized service URL configuration key (ssrs_service_url) and improved error messaging to help administrators identify and resolve connection issues more quickly. [26.01.052, US64709501] |
| 8511 | 26.02 | REPORTS | WORKFLOW | FIXED | Improved workflow diagram performance by loading datasource buckets independently. Buckets now display data as it becomes available, and changing filters immediately interrupts the current load and starts fresh, improving responsiveness when viewing or configuring workflow diagrams. Additionally, new diagnostic test added to the diagnostics tool: "HTTP Protocol Version". Environments running Q360 v26 are advised to use HTTP/2; running HTTP/1.1 may degrade performance. Use the new HTTP Protocol Version diagnostic test in the Diagnostics tool to verify your environment's HTTP protocol version. [26.01.055, US66896359] |
| 8512 | 26.02 | REPORTS | WORKFLOW | IMPROVED | Reports > Workflows. Design changes were implemented in the Workflows module, updating diagram styling and workflow definitions across Accounts Payable, Accounts Receivable, Engineering, HR, Projects, Sales, Service, Warehouse, and Purchasing modules. This task is part of US66558140 – Implement Design Changes. [26.01.052, US66558144] |
| 8513 | 26.02 | SALES | ORDERS | FIXED | Sales > Orders > Invoice This Order AND Sales > Order > Invoice Shipped Item(s) AND Sales > Order > Create Invoice From Order Line Items. System now prevents invoicing on an unverified item unless a master exists. [26.01.050, US62199990] |
| 8514 | 26.01 | SALES | PRINT OPTIONS | FIXED | Quote > Extended Menu > Print. Merge PDF button now appears as expected. [26.01.001, US65341262] |
| 8515 | 26.02 | SALES | QUOTES | FIXED | Quote > Revision Tab > Open Revision > Extended Menu > Copy this Quote. Added recount of line items and sections from the revision tables preventing redundant counts. [26.01.050, US63294451] |
| 8516 | 26.02 | SALES | QUOTES | FIXED | Resolved an issue where sub-tabs on Quote and Order line items were incorrectly expanded by default when a line item was selected. Sub-tabs now collapse by default as intended, unless a user has saved a personal preference to override this behavior. [26.01.053, US63568944] |
| 8517 | 26.02 | SALES | QUOTES | FIXED | An issue caused Labor Qty and Ext Labor Qty totals on section rows in the Quote and Order line items grids to display as whole integers instead of the correct decimal values. This has been resolved. Note: existing stored section totals will be corrected after a post-deploy recompute pass; historical quote revisions are not updated. [26.01.056, US64051394] |
| 8518 | 26.02 | SERVICE | FIXED | Service > Help Desk > Parts Tab > Release Selected Item(s) To Customer. Action now produces an error message if a Master Journal Transaction was not created. [26.01.050, US63293258] | |
| 8519 | 26.02 | SERVICE | CALLS | FIXED | Service > Recurring Dispatches. An issue was resolved in Recurring Dispatch line items where Ext Price and Ext Cost did not automatically recalculate in all cases when Quantity, Price, or Cost values were edited. These fields now recalculate consistently for all line item types. The Ext Price and Ext Cost fields have been restored to read-only, ensuring totals are always calculated automatically for both new and existing line items. [26.01.052, US64628803] |
| 8520 | 26.02 | SERVICE | CALLS | FIXED | Resolved an issue where the DISPATCHOPEN email was triggered during record creation instead of on first save when creating a service call from a received email via Accept Selected > Create Call, preventing notification emails from being sent before caller and contact details are confirmed. [26.01.053, US63430978] |
| 8521 | 26.02 | SERVICE | CALLS | FIXED | Resolved an issue where service calls with duplicate contact records were excluded from Live Data Reports using LDView_ServiceCall as a data source, causing missing rows in paginated report grids. Also resolved a separate issue where the caller mobile number field was returning the contact mobile number instead of the caller mobile number. [26.01.055, US66454167] |
| 8522 | 26.02 | GENERAL | MOBILE | FIXED | Resolved a mobile view issue where select dropdown lists rendered off-screen, preventing users from selecting options. Dropdowns now display correctly within the visible screen area. [26.01.053, US62753736] |
| 8523 | 26.02 | SERVICE | ORDERS | FIXED | Service > Help Desk > Parts. Parts added to a Call when a shipped Order exists will now generate a new Work Order as expected. The correct Ext Cost and Ext Price appear and Order totals correctly. [26.01.050, US64808181] |
| 8524 | 26.02 | GENERAL | DOCUMENT MANAGEMENT | CHANGED | Added a new configuration option, EACCEPTANCEWITHOUTMFAEXPIREHOURS, to support eAcceptance without MFA. This setting controls how long (in hours) an eAcceptance code remains valid when MFA is not required, i.e. when existing EACCEPTANCEWITHOUTMFA configuration is ON. Maximum duration is 720 hours (30 days). Default: 72. eAcceptance without MFA supports PDF documents only; image files are not supported. [26.01.058, US68525257] |
| 8525 | 26.02 | GENERAL | FEATURE | Q360 Screen Mode now includes a new option: Browser Tab Mode. When enabled, links open in new browser tabs instead of within the Q360 application's own panel, giving users access to standard browser tab management while navigating. [26.01.059, US68737906] | |
| 8526 | 26.02 | GENERAL | AI | CHANGED | The Q360AI_Exec permission (introduced in 25.01) has been removed. AI feature access is now managed through AI Configuration form permissions. Users see only the AI Configuration options they have permission to access, via direct assignment or group inheritance, e.g. the magic wand icon is hidden from users who have not been granted access to the 'Draft With Ask Q' AI configuration. [26.01.059, US68075006] |
| 8527 | 26.02 | SERVICE | CALLS | FIXED | Fixed issues with Recurring Dispatch processing. Recurring dispatches now generate their corresponding service calls, with a NEWCALL event. An additional check is in place to ensure Customers and Sites are in active status. [26.01.060, US69027810] |
| 8528 | 26.02 | GENERAL | IMPROVED | Error handling for the Query Export feature has been improved, with system providing a descriptive 400 error response when a Query Export request fails. [26.01.060, US69028280] | |
| 8529 | 26.02 | PROJECTS | GANTT CHART | FIXED | Fixed an issue in the Project Gantt Chart where DEADLINE tasks moved when a connected task was dragged; DEADLINE tasks now only move when the user directly drags them. [26.01.062, US69325882] |
| 8530 | 26.02 | INVENTORY | SHIP ORDER | FIXED | Fixed an error that occurred when opening the Ship Order form via Order > Ext Menu > Pick This Order, selecting at least one item to pick, and clicking 'To Ship Q'. The form now defaults the Ship Release Date to the current date when none is passed, resolving the error that previously prevented shipment. [26.01.064, US69028504] |
| 8531 | 26.02 | GENERAL | API | FEATURE | Q360 now includes a bidirectional HubSpot integration. HubSpot Deals are imported as Q360 Sales Leads with automatic customer and contact matching, configurable deal stage-to-status mapping, and sales rep assignment from HubSpot deal ownership. Q360 Opportunity status, value, close date, and won/lost outcomes sync back to HubSpot Deals in real time and on a schedule. Q360 Contact Lists can be pushed to HubSpot Static Lists manually or on a schedule. HubSpot email interaction events (click, open, delivered, sent, processed) are imported to the Q360 Contact Log. Administrators configure field-level mapping at Maintenance > API Config > HubSpot Tab and value-level translation mapping at Maintenance > API Config > Translation Tab. [26.01.063, US49055044] |