Freeside:4.0:Changelog

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Notes

This is the changelog for the 4.0 release.

For a more detailed, raw log of changes, see the git log

Customers

  • New UI for customer view and edit pages
  • Customers may have multiple, prioritized payment methods on file.
  • Customer status "Prospect" has been replaced by "No packages", to avoid confusion vs. actual Prospects.
  • Contact email addresses may now be shared among customers. Contacts who have access to multiple customers will be prompted for a customer selection upon self-service login.

Scheduling

  • Enhanced scheduling UI with appointment drag and drop

Taxation services

  • Support for taxation services: Avalara, EZTax (Billsoft), and SureTax

Ticketing

  • Request tracker updated from 4.0 to 4.2 (4.2.12)
  • New style more closely matched to non-ticketing pages

Reporting

  • Discounts included in gross amounts by default

Authentication

  • Overhaul of the employee authentication system. Proper login screen with cookie-based authentication tokens, strong crypto for password storage, external authentication plugins for integration with existing employee databases, etc.

Services

  • Strict secure password checking by default
  • Service dependency rules

Message templates

  • Upload and catalog inline images
  • Option to route all template send actions through an external web service

Performance / Scalability

  • Configuration cache improving UI performance
  • Database foreign keys
  • Various scalability improvements for very large customer bases (millions and tens of millions)