New Features:

File Management Module:

• Introduced a comprehensive file management system that allows tenants to manage files effectively. Key functionalities include:

• Uploading files and creating folders.

• Assigning permissions to files and folders.

• Sharing files with partners, who can access the files only shared with them.

• This module can be enabled for both partners and tenants, providing flexible file sharing and collaboration.

Mass Mailing Module: Added a mass mailing module that enables tenants to send bulk messages triggered by timeline events of partners. This module can be activated if tenants require mass communication capabilities. Users can select specific roles (e.g., Sales, Management), and the system will send targeted messages to the appropriate groups.

New Columns in Lead and Partner Lists: Enhanced the lead and partner lists by adding new columns that display:

• The number of days since the last lead/partner update.

• The number of days since the last status or stage change of a lead.

• Sorting and filtering options based on these new columns

  

Improvements:

• Module Activation for Partners: Updated the module settings to allow enabling partner modules without triggering an edit lock on the module configuration page. This enhancement provides more flexibility in managing partner-specific modules.

Fixes:

• Partner Edit Popup:

  • Fixed an issue where the partner edit popup would trigger when there are no officess added.

• Polish Language Labels:

  • Corrected various labels in the Polish language.

• Timeline Role Assignment:

  • Fixed the timeline event to improve the margins within it, resulting in a more consistent layout.

New Features:

• Invoice management module: Added a comprehensive invoice management module that enables:

  • Management of won leads with statuses that are "Ready for Payout" or in "Recurring Payment".

  • Management of invoice amounts, acceptance of invoices, and upload of invoices for partners.

Improvements:

• CSV import improvement: Added an option to enter source of lead and date of lead in the import feature.

• Enhanced commission calculations precision: Improved the accuracy of estimated commission calculations for both daily and weekly estimations, with accuracy up to a day.

• Lead source indicators: Added dots that indicate the source of leads in the lead list, partner details, and invoice management sections for better tracking of leads that are received from partners and given to partners.

New Features:

• Global reset of settlement period: Introduced a new feature allowing users to change the settlement period to monthly for all partners simultaneously.

• Data Import: Added functionality to import partner and lead data into the application using CSV files, streamlining the process of adding multiple partners and leads at once.

New Feature:

• HubSpot Integration: Added an integration module for HubSpot, allowing seamless synchronization of lead data between Partnerplace and HubSpot CRM.

  • Stage Mapping: Implemented a customizable stage mapping feature, allowing users to align Partnerplace stages with corresponding HubSpot stages for accurate deal tracking.

  • Existing Lead Integration: Added functionality to transfer existing leads to HubSpot, maintaining data consistency and leveraging HubSpot's CRM features for all leads.

  • Stage Mapping Reset: Implemented a "Reset Existing Deal Stages" feature to resolve any inconsistencies in stage mappings after modifications in HubSpot.

  • Customizable Lead Data Transfer: Users can select when lead data should be sent to HubSpot - either for all new leads or only when leads are accepted.

New Features:

• API and Webhook: Added Integrations page where tenants can configure their own APIs and webhooks for one-way integrations of Partnerplace with 3rd parties (such as Make or Zapier)

Improvements:

• Enhanced email notifications: Expanded email notifications triggers to include notifications for partner managers, partners, and tenants. New triggers include comments on the timeline, new lead additions, added leads in the public directory, and changes in lead status.

Bug Fixes:

• Account session management: Resolved issues when operating multiple accounts in the same browser, ensuring isolated session management.

• Commission display: Fixed a bug where commission amounts were not appearing on the timeline.

• Partner configuration: Made office address entry optional in the partner edit configuration, simplifying the setup process.

• Dropdown loading: Addressed issues with tier dropdown options not loading correctly after type selection.

• Partner manager interface: Corrected minor bugs, such as incorrect timeline entries for old partner managers

New Features

• Whitelabel: Implemented a full whitelabel for using the vendor's domain for the Partnerplace portal. So that it can be accessed through other domains, for instance your.partnerdomain.com

• SMTP Mails: Added functionality to configure SMTP settings for sending email notifications from Partnerplace, using vendor's SMTP email server (for example no-reply@yourdomain.com). It's part of the whitelabel module.

Bug Fixes

• Commission calculation: Fixed issues related to incorrect commission calculations in very few edge cases.

• Minor visual fixes: Improved visual elements including scroll functionality for better navigation and fixed problems with improper functioning of button conditional display in the public directory.

• Default language setting: Set English as the default language in the settings.

• Public directory: Added a headline and enhanced visual elements for a more UX friendly look and feel.

• Lead addition email: Corrected issues with lack of email notification sent when adding a lead.

Enhancement

• Responsiveness: Improved responsiveness for smaller window sizes (from 800px width) to enhance user experience on smaller screens.

For support or inquiries, please contact Partnerplace support at support@partnerplace.io.

New Features

• Assign admin as Partner Manager: Added a button to assign the Main Vendor Admin as a Partner Manager in the General Settings tab.

• Pagination: Added pagination in both partner and lead list views.

• Language selection: Added translations for Polish and English throughout the application.

• New changes filter: Introduced a new changes filter that appears if a partner edits their own information. The filter will disappear either 7 days after the change or when the vendor clicks on the new changes notification.

Bug Fixes

• Timeline issues: Fixed minor issues with the timeline, including improper logo display when a lead is added from the public directory module.

• Deleted Partner Managers: Resolved the issue where deleted partner managers still appeared in the partner's details.

Enhancements

• Partner Manager information: Displayed partner manager information in the sidebar for each account type.

• Backend calculations: Implemented backend calculations for dynamic values in tables, such as won revenue and estimated lead value, to improve app performance.

For support or inquiries, please contact Partnerplace support at support@partnerplace.io.

New Features:

• Added an option to join a vendor as a partner through a public directory module, allowing users to join from outside the portal.

• Display the total number of partners and the partner limit in the partner list view for tenants.

• Added an alert for partners who do not have an active status.

Bug Fixes:

• Fixed minor issues with the timeline: Including improper logo display.

• Resolved minor issues when editing a tenant in the admin panel: Changing slugs, removing incorrect alert messages, and resetting inputs.

Enhancements:

• Added links to legal pages: Currently available only in Polish.

• Included stage and status information in lead details: For all account types.

• Secured password reset process: Ensuring security when someone without an account attempts to reset their password.

Known Issues:

• Responsiveness on smaller desktop screens: Optimization for screens from 1024-1280 px is still in progress. Use browser zoom functions (ctrl/cmd + “-”) as a temporary measure. This issue should be resolved within the next weeks.

• Soft delete of Partner Manager: Still fixing the issue where a soft-deleted partner manager does not disappear from the partner details. This will also be included in the next release.