Release Notes

Customer-added files now appear more consistently in your CRM drawer, with stronger sync behavior during setup and reconnects.

Added

• Support for showing files that customers add in connected cloud storage directly in the CRM file drawer.

Improved

• When you connect cloud storage, existing files can be pulled in automatically (or enabled explicitly) so the drawer is complete from the start.
• File syncing is more resilient to disconnects and reconnects, reducing missing files after connection changes.

New North Carolina location pages make it easier to find relevant services by town.

Added

• Eastern North Carolina local pages for four services across 36 towns
• A North Carolina hub page to browse services and locations

Pricing quotes now support more Omnyra customer types.

Added

• The pricing tool can now generate quotes for any Omnyra customer, not just HCP customers

Content plan archives now follow the intended time windows.

Fixed

• Corrected the archive timing so published items use a 30-day window and unpublished items use a 7-day window

Sync now avoids getting stuck on unsupported connections.

Fixed

• Connections without valid credentials (including demo connections) are now skipped during sync instead of causing sync issues.

Password reset is now more direct for accounts with expired passwords.

Fixed

• When a password has expired, signing in now takes you straight to the password reset form instead of leaving you in a dead end.

Invoice synchronization is now more resilient when some invoices fail to import.

Fixed

• If a partial sync fails, the system now continues from the correct point next time instead of repeatedly retrying the same invoices.
• Reduced the chance of excessive catch-up work when older invoices can’t be matched, helping keep syncs timely and stable.

Routine maintenance release with no user-facing product changes.

Your saved column preferences now consistently apply when viewing programs.

Fixed

• Programs now load with your current column overrides, ensuring the view matches your saved preferences.

Daily reports now surface fewer lingering errors and recover more cleanly.

Fixed

• Resolved an issue where daily report errors could remain stuck and continue appearing after the underlying problem was addressed.

Campaign creation is now more resilient to accidental double-submissions.

Fixed

• Prevented duplicate campaign posts when submitting the same campaign more than once in quick succession (for example, double-clicking the submit button).

More granular control over maturity settings by workspace.

Added

• Admins can now grant custom maturity flags on a per-workspace basis from the admin interface

Admin workspace management is now easier to review and organize.

Fixed

• Workspace lifecycle filters in the admin area now work correctly.

Added

• A new sorting option for workspace lifecycle results.

Recap reporting is more reliable for Local Services Ads.

Fixed

• Improved the accuracy and consistency of Local Services Ads (LSA) data in recap reports.

The business profile experience is now clearer and more reliable.

Changed

• Renamed Growth Blueprint to My Business
• Consolidated Business Identity into My Business for a more unified workspace

Fixed

• Resolved an issue where switching workspaces while impersonating could take you to the wrong workspace

A streamlined Identity experience in Chat, with better control over business contact details.

Improved

• Overhauled the Identity tab layout and flow to make it faster and clearer to review and update identity details.

Added

• Support for capturing a business phone number in Identity.

Admin template updates now save reliably.

Fixed

• Resolved an issue where saving changes to admin-managed templates could fail.

Chat responses are now more consistent, with better visibility when something goes wrong.

Improved

• More accurate message classification for smoother chat workflows
• Enhanced diagnostics to help identify and resolve chat issues faster

Restored access to key Sales and Marketing features that were unavailable in some cases.

Fixed

• Resolved an issue that could prevent Sales and Marketing HCP data from loading or being accessible.

More complete CRM and workforce integrations, with cleaner setup for supported providers.

Added

• Expanded Jobber integration coverage across sales, marketing, and operations workflows
• Full ServiceTitan integration support

Improved

• Streamlined and corrected the Gusto integration setup and behavior

Current metrics in chat are now pulled consistently from live sources.

Fixed

• Chat responses for current metrics now use live tools instead of cached or remembered snapshots, reducing the chance of outdated numbers.

Per‑technician performance metrics are now more reliable.

Fixed

• Corrected per‑technician KPI calculations to resolve several known accuracy issues

This release includes routine maintenance updates with no user-facing changes.

Expanded healthcare provider coverage, retired an integration, and improved visibility into tool usage limits.

Added

• Expanded healthcare provider (HCP) coverage in supported data.
• Usage reporting to help teams track tool-cap consumption.

Removed

• Removed the Gusto integration.

Improves how job type names are shown across the platform.

Fixed

• Job type names are now displayed consistently by using the name value instead of showing raw data.

A clearer Overview with faster access to date filtering.

Improved

• The Overview now uses the full screen width for better readability.
• Date range pickers are now always visible, reducing clicks when changing time periods.

Reduced noisy ticket creation from expected fetch failures.

Fixed

• Stopped generating tickets for expected “not found” and “access denied” responses when fetching web content.

Stay on top of performance with an automated weekly recap.

Added

• Weekly campaign recap emails summarizing key metrics and rule-based insights

Admins can now manage workspace review status directly from the Workspaces list.

Added

• An “Admin Review” toggle in Admin → Workspaces to quickly mark workspaces for review or clear the flag

Track revenue from ad click through customer conversion.

Added

• End-to-end attribution from ad click to customer conversion and paid revenue, giving a clearer view of which campaigns drive revenue

Content plan status now stays accurate when plans load with incomplete data.

Fixed

• Resolved an issue where a content plan’s primary status could appear incorrect after loading, especially when only partial information was available.

This release improves reliability in the calendar and prevents duplicate items during sync.

Fixed

• Resolved a crash in the calendar.
• Prevented duplicate content plan rows created during GoHighLevel sync.

Connecting your Google account from the Social drawer is now more reliable.

Fixed

• Google Connect from the Social drawer now routes you directly through the correct authorization flow.

Disconnecting linked accounts now behaves more consistently across supported OAuth connections.

Fixed

• Resolved an issue where disconnecting certain custom OAuth-linked accounts could fail or leave the connection partially active.

Removed

• Removed an unused Bluesky connection callback that was no longer in use.

We updated a landing page to reflect the latest packaging.

Removed

• Pricing details were removed from the Fractional CTO landing page

Date handling is now more consistent when converting between local time and UTC.

Fixed

• Dates are now normalized to a consistent YYYY-MM-DD format during local-to-UTC conversion to prevent off-by-one-day and formatting issues in reports and exports.

Bluesky posting now uses a more reliable delivery path.

Improved

• Updated how we send content to Bluesky to improve reliability and consistency.

Role management wording is now clearer.

Fixed

• Updated the label for the Advisors list in role management to better reflect what it represents.

Admin tools, alpha/beta banners with bug reporting, and session security improvements.

Added

• Admin panel for internal site administration
• Alpha/beta feature banners with inline bug reporting and screenshot capture
• Inactivity timeout with warning countdown for session security
• Remove, revoke, and resend invite actions in Roles & Permissions
• Categorized FAQ sections for common support topics
• Support Center ticketing system

Improved

• Role selector dropdown layout
• Two-step invite flow: workspace role then permissions
• Navigation visibility based on feature access and user role

Security

• Multi-Factor Authentication (authenticator app + email) with recovery codes
• Role-based access control across all routes
• Feature access restricted by role and workspace settings

Automated social media scheduling, bank reconciliation, and Stripe Connect with multi-account support.

Added

• Automated social media scheduling across all connected platforms
• Campaign builder, content calendar, and auto-reply tabs
• Stripe Connect with multi-account support
• Bulk transaction editing and re-categorization
• Bank reconciliation with transaction matching and journal entries
• Full intelligence pipeline for bank-connected workspaces
• Feature flag system with workspace-level access control

Improved

• KPI calculations with bank data fallbacks

Bank sync upgraded for production, automatic categorization, and faster page load times.

Added

• Bank sync upgraded for production — recurring detection and smart categorization
• 8 blog posts and 12 service pages for SEO
• Notification center and improved accounting reports
• Bank account management — disconnect and deactivate individual accounts
• SMS compliance for booking forms

Improved

• Page load times reduced across the platform

Security

• Mandatory multi-factor authentication enforced

Two-factor authentication with authenticator app and email OTP support, Plaid OAuth for institutional banks, and AI-powered banking health insights.

Added

• Multi-factor authentication (MFA) with two options: Authenticator App (TOTP) and Email OTP
• MFA setup and management on the Account page with QR code scanning and recovery codes
• MFA challenge flow during login with support for recovery codes
• Expanded bank connection support for major institutions (Chase, Wells Fargo, etc.)
• Banking Health prescriptive insights tier with actionable recommendations

Improved

• Business Operations Center resilient to missing sync state data
• Multi-environment login support (removed hardcoded production URLs)

Security

• MFA secrets and recovery codes stored with industry-standard encryption
• MFA challenges include expiration and rate limiting to prevent unauthorized access

Fixed

• Missing qbo_entity_sync_state table causing Backend Connection Error on dev environment

Full Plaid-powered bank account linking, transaction categorization, and a built-in accounting dashboard — no QuickBooks required.

Added

• Plaid bank account linking with automatic transaction sync
• AI-powered transaction categorization with merchant rule learning
• Native accounting dashboard with money-in, money-out, and debt tracking
• Recurring payment detection and confirmation flow
• Account reconciliation tools
• Customer, vendor, and job management
• Expense category management with IRS-aligned defaults
• Audit Defense and SBA Loan package generation

Improved

• Development environment fully isolated from production

Fixed

• Monitoring alert conflicts between environments

First production release of the Omnyra platform — QuickBooks sync pipeline, KPI engine, AI insights, and the advisory dashboard.

Added

• QuickBooks Online data sync
• Automated financial analysis pipeline
• 26 financial KPIs across Survival, Stability, Efficiency, and Growth tiers
• AI-generated insights with evidence linking
• Automated alerts with configurable thresholds
• Monthly health report scoring
• Advisor dashboard with client overview

Security

• Full workspace data isolation — each business sees only their own data
• Secure authentication with session management