New Features

Buyer Entities Page

• A new Buyer Entities page has been added. It's currently hidden, but this has been prepared for a future feature.

Campaign Settings - General - Lead Source

• Added a new field in campaign settings to track the lead source. This helps keep a record of where each lead originated and assist in handling different rates for paid company leads vs other campaigns.

Improvements

Rework - user Preview cards & user sheet

• The user preview card now appears as a popup for easier viewing. A new sheet view has been added for users, making it simpler to see user details. Clicking on an avatar opens the new popup, and the view button opens the new sheet.

Account Settings Financials - Additional Commission Split Types

• You can now set different commission splits for paid office leads and other leads in account settings. This allows for more flexible commission structures based on the source of the lead.

Bug Fixes

Fix upload document validation

• The upload button is now disabled if a file is uploading or no file is selected, preventing errors during document uploads.

Tasks List Overflows Container Causing UI Misalignment

• Fixed an issue where tasks in the campaign tasks section would overflow outside their container, breaking the layout and visual consistency.

Referral Payment Type on the Campaign Settings Does Not Reflect Financials Settings

• The referral payment type selection now correctly displays the values configured in campaign settings, ensuring consistent payment configuration.

Agreed Fee Structure Selection Not Saved in Campaign Settings

• Fixed a bug where the agreed fee structure selected in campaign settings would not be saved, so your selection now persists as expected.

Fix contacts / users being added and phone number not saving

• Resolved an issue where adding contacts or users would not save their phone numbers correctly.

Finance Amount Calculator Does Not Persist Calculated Value

• The finance amount calculator now saves the calculated amount and reflects it on the campaign, even after closing the modal.

Default Deductions Retain Incorrect Value When Switching from Fixed Fee to Percentage

• Fixed a bug where changing the deduction type from fixed fee to percentage would incorrectly retain the previous value. Now, the value resets correctly when switching types.