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Release Notes

Overview

  • Additional non-breaking modifications to endpoint versions (such as adding additional data fields) are possible. Major changes will only be made in new endpoint versions (V1, V2, etc.).

Releases

Release 2025.2.6 (2026-1-15)

  1. Renaming Contacts endpoint as Client Contacts and limiting teh contacts returned in the GET to only contacts related to one or more clients.
  2. Adding Client Organizer Preference (custentity_gvcpa_clientorganizer, custentity_gvcpa_clientorganizer_text) data points in Client and CLients (GET) endpoints.

Release 2025.2.5 (2026-1-7)

  1. Added lastmodifieddate filter on Projects (GET) V1 endpoint.
  2. Additional data points returned in the tasks array of the Project (GET) V1 endpoint.

Release 2025.2.4 (2026-1-6)

  1. Additional data points returned in the Contacts (GET) V1 endpoint.
  2. New Client Addresses (GET) endpoint.

Release 2025.2.3 (2026-1-6)

  1. Additional data points returned in the Client (GET) V2 endpoint.
  2. Additional data points returned in the Clients (GET) V1 endpoint.
  3. Additional data points returned in the Projects (GET) V1 endpoint.
  4. Added filter for stage (Lead, Prospect, Client) on Clients (GET) V1 endpoint.

Release 2025.2.2 (2025-12-19)

  1. Additional data points returned in the Client (GET) V2 endpoint.
  2. Additional data points returned in the Project (GET) V1 endpoint.
  3. Added ability fo return account-specific custom fields in Client (GET) V2 endpoint.

Release 2025.2.1 (2025-11-14)

  1. Release of new contacts endpoint.
  2. Added V2 of client endpoint. The response now includes an array of related contacts.

Release 2025.2.0 (2025-11-10)

  1. Release of new time tracking endpoints. New UI API setup role. MISC bug fixes.

Release 2024.1.59 (2024-10-14)

  1. Release of the Payments service for submitting batches of payments from external payment systems.
  2. Bug fixes.

Release 2024.1.58 (2024-10-09)

  1. Release of the UpdateStatus service.
  2. Update Projects service to allow filtering by Client ID on the project.

Release 2024.1.57 (2024-10-01)

  1. Updates to how role permissions are setup during deployment

Release 2024.1.56 (2024-09-27)

  1. Added entityid to the Clients response.
  2. Added isinactive to the Employees response.
  3. Employees now returns all Employee records active and inactive.
  4. Invoices no longer returns lastpaymentdate

Release 2024.1.55 (2024-09-25)

  1. Added the ability to use arrays for certain parameters
  2. Added the ability to use exclusions (not) with certain parameters (for single values or arrays)
  3. Added the "name" to the Deliverable objects returned by the GET project request.
  4. Added the "status_text" to the Deliverable objects returned by the GET project request.