| 2026
Opportunity Import Batch
We added new columns for Opportunity Import Batches: Source Campaign, Closed Date, Expected Date, Note, Recommendation Product Option, Recommendation Table Rating, Recommendation Table Rating Percent, Recommendation Note, Requirement Type, Requirement Ordered Date, Requirement Completed Date, Badge Option, Badge Color, Badge Note, Badge Start Date, Badge End Date, External Manager Contact, External Manager Scope, External Manager Department, Sales Manager Manager, Sales Manager Scope, Sales Manager Ownership Percent.
| 2026
Enhanced Control Over Held Payouts
We introduced advanced filtering to the Held section of Commission Batches, giving you the power to hand-pick specific transactions on the fly. This ensures the right people are paid at the right time. You can now filter held transactions by: Advisors, Companies, Firms, Users and Carriers.
| 2026
Deprecation of Brands at Contract Level
The Brands section on Contracts has been deprecated. Your information now lives in the Brand field within the Contract Hierarchies section. Learn more.
New User View Option: All Upline Contract Advisor
We have added a new User View Option: All Upline Contract Advisor. Pick an advisor and their entire downline gets access automatically. Learn more.
| 2026
Attachment Security Update
Uploaded files are now scanned for security automatically in the background. Files will be visible in the system right away while the scan runs. After uploading, you will see one of these statuses:
Pending – Scan in progress. Ready in under 1 minute.
Available – Scan passed. The file is stored and ready to download.
Blocked because malware was detected – File rejected and not stored. The file will remain visible but cannot be downloaded.
Payment Feature Validation Changes
We implemented new validation rules for payments to improve control and accuracy:
Linked payments: If a payment is linked to outgoing payouts, the payment amount will automatically match the total sum of those payouts. Any changes to linked payout amounts will automatically update the payment total.
Standalone payments: You can still add payments without linked payouts by entering amounts directly. However, you will not be able to combine payouts with different amounts in the same payment.
Additionally:
Payments with a Payment Date before January 1, 2025 will not be affected by this validation.
Payments with a Payment Date of January 1, 2025 and onward will follow the new validation rules.
Payments not linked to any payouts will remain unaffected.
| 2026
Resolved: E-App Integration Failures Due to Missing Product Lookups
We added a fallback mechanism to handle missing external product lookups in e-app integrations (Mojo and Firelight). When a matching product cannot be found, the system now assigns a predefined "undefined" product instead of throwing an exception.
Resolved: Issue Accessing Encrypted Discussion Links
We resolved an issue that prevented users from accessing encrypted discussion links.
| 2026
Resolved: Case Manager bug on Opportunities
We resolved an issue where selecting Case Design as the Internal Manager Department caused Opportunities to not be created correctly, resulting in pink screens on the Opportunity and Task List.
| 2026
Resolved: Manual Downline Addition to Hierarchy
We resolved an issue that prevented downlines from being added manually; both firms and advisors can now be added to the hierarchy as expected.
| 2026
Resolved: Firelight Owner Type Mapping
We resolved an issue where missing Owner Types prevented you from creating policies. The platform now generates the policy regardless and includes a warning in the XML to simplify tracking and troubleshooting.
New Contract Hierarchy Branches Report Resource
We introduced the Contract Hierarchy Branches resource to reports, enabling users to view an entire downline hierarchy via a single filter. This update moves beyond views limited to direct downlines, providing a straightforward look at all downlines within a single report.