The consent preview's checkbox is decorative, so hide it from screen readers without input props
The lender words its own text-message consent in Borrower Guide settings
A 'Text Message Consent Wording' field beside the guide's name and opening line, with help for a first-time admin and a preview of the checkbox exactly as a bor...
Void Invoice, Email Receipt, and a retail order's Invoice tab
The work order's Invoice tab becomes RecordInvoice (app/components/invoices), generic over its record: the record (a work order or a retail order), whether it c...
The saved-audience estimate takes the hook's null selection
useAudienceEstimates hands its fetcher null for nothing chosen yet, and AudienceCard and AudienceEditor pass audienceApi.estimate as that fetcher, which only to...
CapabilityCheck takes options whose capabilities may be absent
AccountFilterSection passes AudienceOptionsLike, where capabilities is optional, and the build failed type-checking on it. hasCapability already reads a missing...
The Borrower Guide preview draws the guide's face without a white ring on the dark portal
Who Qualifies on every trigger, saved-audience/account/loan triggers, and enroll by filter
- Every lead trigger narrows with the shared Audience Builder's lead section ("Who Qualifies"), saved as config.leadFilter; old drips' flat market/vendor/prod...
Drag the widget tiles in the home page drawing, not the list
The drag belongs on the "Your home page" grid at the top of My Widgets, so that is now where it lives. Widget tiles are dragged exactly like panes on the launch...
Email Invoice and the customer's link on the Invoice tab, and an account's invoices
The Invoice tab gets a Send to Customer card: Email Invoice (recipient prefilled from the account and editable, an optional note, and the email exactly as the c...
A Borrower Guide tab — the lender names and pictures the one guide on its borrower portal
Owner decision 2026-11-11: one guide per lender, in the lender's colours. The MORTGAGE market gets a Borrower Guide tab (?tab=borrower-guide): the guide's pictu...
The loan filter's Loan Purpose lists a loan's own purposes
A loan's purpose ids (the URLA list) differ from a lead's, so the loan section reads the options' loanFilePurposes rather than the lead list.
One Audience Builder for leads, accounts and loans, and Saved Audiences
- Shared Audience Builder **************** lead, account and loan sections driven by AudienceOptions; a control shows only when the server lists its capabil...
The Notification Center lists every current kind
Adds Sales Floor, Remote monitoring, Request to share, Invoice, Confirm it was you, SI Assistant answer, the three Antivirus kinds, Contact request and decision...
Drag and drop to reorder widgets on My Widgets
The widgets page is now split into On Your Home Page (in the order the launchpad draws it) and Not On Your Home Page. The first list is sortable: drag a card an...
Domain Setup can send as the domain itself, extends SPF instead of replacing it, and offers extra protection
- Add a domain: step 2 chooses between a separate sending name (recommended) and the domain itself. For the domain itself, the senders its SPF already lets ...
The preview is the whole page
Page picker and device widths are gone. Refresh, Ask for a Change and Open Full Screen take the status pill's place in the header on the Preview tab, and the we...
The bill pill turns red when due and shouts when overdue
DUE was a muted amber with a slow breath and read as a notice, not a bill. Both warning states are now red and differ in intensity: DUE breathes a glow and ping...
The same header and tabs as every other app, and no ribbon on the website
Manage Marketing Site now wears the gradient hero and underline tab bar that Marketing, HR and IoT use, instead of its own compact header with icon tabs. The co...
Mirror MANAGE_MARKETING_SITE (708)
A standalone root under General Permissions, so security models can grant Manage Marketing Site to someone other than the owner.
Full-width pages, and the preview is just the website
Preview drops the intro, the publish card and the being-built notice; the header's status chip and the Publish tab already say all three. Changes, Publish, Doma...
Stream a request's pictures through the proxy as bytes
The relay read every success as text, which corrupts an image. GET **************** now passes the upstream body straight through, like source.zip.
Manage Marketing Site, the Marketing Websites platform console, and grace-period billing controls
Members (the owner, or a holder of MANAGE_MARKETING_SITE): - NavExtra "Manage Marketing Site" beside EZ Setup; an owner without a site sees "Get a Website". - /...
Require Disposition / Require New Note per market, and the nav and /leads indicators follow them
Adds an Accept New Lead section to the market add/edit popup; the nav tooltip, the Why Can't I Accept toggle and the Available blocked page now word the gate fr...
The Mortgage tab understands what a lead vendor sends
A stated down payment percent becomes the amount when no amount was given, so the tab stops flagging it missing and the loan amount and LTV are right. A credit ...
Show and edit the credit, employment, loan and consent details a lead vendor sends
Mortgage details gain Credit Rating (in words, apart from the numeric score), Employment Status, Bankruptcy, Desired Loan Type, Property County, When They Need ...
Share With Kamo — an owner shares an item with Kamo's CDO, sees every look, and Kamo's CDO gets a Kamo Vault tab
Owners get a Share With Kamo switch in the item editor (not for god-eligible members), a Kamo badge and view count on the card, a Kamo Access panel with every l...
EZ Setup menu (setup wizard + admin shortcuts) replaces Getting Started and the admin bar
Revert "style: every white surface takes the organization's Lightest primary"
A menu's own scrollbar counts as the menu — hover and press no longer close it
Storage label takes the bar ink; scrollbar hover no longer closes a nav menu
Tab icons and record names, lighter-primary gradient bar, flat right-hand controls
Call, Email and Organizer fixed after the language flag; Knowledge Base fixed beside Support
Accounts and Settings fixed beside My Profile; My Branches gets the network icon
One scroller for the whole rail, lower options seated at its foot
Revert the Settings fly-out. The lower options sit at the bottom of the SAME NavOverflowScroller (margin-top: auto): the top ones push down as they open, the bo...
Keep the lower options pinned at the foot; Settings opens as a fly-out
The rail scroller holds only the movable options again. Settings, which sits in the footer, opens its tree to the right of its row (NavToolButton flyout) instea...
One rail scroller for every option, not a second scrollbar for the lower ones
Mobile app, My Branches and Settings now live inside the NavOverflowScroller with the movable options; the ad-hoc capped overflow box is gone.
The square-headed robot is the one SI icon, everywhere
Replaces every SmartToy robot and the sparkle icons that stood for the SI.
Bound the rail's lower options so an open Settings tree cannot squeeze out the scrollbar
Break glass under Support; Settings and My Branches fixed in the rail footer
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