2026.06.04 Production Release

Time Tracking

  • Updated the logic to include both Working and Non-Working hours to satisfy the minimum hours requirement per service type.

Quotes

  • Added the option to include variables in Quote notifications

FreshBooks

  • Fixed issues with the sync bringing in all projects vs just active projects

Alert Notifications

  • Allow the user to clear unread messages in the notification window

Projects

  • Added the option to post a shared project note to all assigned tickets
  • Added a notes history log
  • Added a notification rule to be notified of any new notes added to a ticket

Tickets

  • Moved the saved Filters list to an active hover on the Filter option
  • Updated the function for custom fields to be completed on closure if they are required

Custom Report Builder

  • Updated to the latest v6.3.0 version
  • Added the option to create a custom header and footer for reports

Portal

  • Implemented options to pass values from a custom portal into the SherpaDesk web forms

Bug Fixes and Optimization

  • Updated the reset email status in Logins to remove users from suppression lists
  • Fixed a bug where the file attachment option was removed from the Edit Post ribbon
  • Fixed a bug where you were unable to filter for projects without Accounts enabled
  • Fixed bug with Levels & Escalations turned ON, not allowing tickets to be created via email
  • Fixed the focus issue on the create new ticket screen
  • Fixed the command prompt for the email parser not updating Classes correctly
  • Fixed issues with email diagnostic logs buttons not rendering correctly in dark mode.
  • Fixed issues with filters not visible in Accounts in dark mode
  • Fixed the issue where the system does not show that multiple tickets are selected in bulk transfer
  • Fixed the issue when logos were not being properly updated on the account page
  • Fixed the issue where the count was not showing correctly on the Quotes tab in Accounts.
  • Fixed the issue where the Relate option was missing on the bulk options in the Accounts page