Upcoming Features and Prior Release Notes

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Current Release

Resolved issues
- Users with lapsed trial or subscription periods can now log into Client Onboarder to see their trial or subscription details and have an opportunity to contact Sales for renewal.

Resolved issues
- Logging was not capturing IT Glue related information in case of a failed export

Resolved issues
- Some site fields (Fax, State, Country) were not exporting correctly to IT Glue
- IT Glue export could fail when exporting makes and models, with error "...more than one matching element…“
- If IT Glue export was not successful, the incomplete data was not always being rolled back

New and enhanced features
- Enhanced review process, allowing the onboarding team to make changes as they review data entry of external users
- Background services will log more detailed/verbose error messages, to assist in diagnosing issues

New and enhanced features (since beta release)
- Include recipient's name in each email template so the email feels more personable
- Emails were generic and susceptible to be flagged as phishing
- Initial email to current MSP needed more appropriate greeting
- Entering data into grids (ex. site address info) improved with new spreadsheet look and feel
- Menu breadcrumb adjustment - first link now edits the client record
- Guidance modified so an accountant or MSP knows to hover over grid “X” icons to see the correction text
- Added the name (organization) of the new MSP to email notifications
- Implemented new, more efficient ChatGPT model (GPT-4o) for virtual assistant
- Added a YouTube channel
Resolved issues
- Rare crash when clicking review grid column header during review process
- Email validators not allowing dashes
- Invalid url on a configuration caused IT Glue export to fail
- After MSP finished data entry and acknowledged, status was not correct or pulsing for onboarding manager/engineer

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