2026.04.04 Production Release

Asset

  • Updated technician's permission to restrict asset creation and edit when 'Enable Asset Updates' is disabled

Quotes

  • Included an option to select Recurring for product items included on a Quote
  • Implemented custom domain links for Quote links if an Organization has implemented their full vanity URLs

Calendars

  • Implemented the option for technicians to sync personal calendars with your SherpaDesk Calendar

Emails

  • Added an OPT IN option to allow all users to see who is CC'd on a ticket's email
  • Updated email notifications to not send an email when a new user is created in the system

Freshbooks

  • Implemented the option to sync multiple contacts assigned to an account to be included on the FreshBooks invoice
  • Added the option to attach a PDF to emails when invoices are created in FreshBooks
  • Implemented a filter to only show active FreshBooks accounts when trying to map SherpaDesk accounts.

Bug Fixes and Optimizations

  • Improved the asset export service to handle multiple large asset requests
  • Improved the routing assignments when distributed routing is selected for tech pools.
  • Updated the character limit on email address to extend to 255 characters
  • Fixed an issue when trying to delete bulk items from a contract or quote
  • Updated API calls to support Organization and Account properties