Changelog March / April

Hi friends! We've been busy squashing bugs and smoothing out rough edges across Dubsado. Below is everything we shipped recently, from being able to resend emails easily in 3.0 again to a long list of fixes you've been asking for. Thanks for sending in the reports that helped us catch these.

Improvements

• Visual updates for skipped workflow actions — Scanning through workflows used to mean guessing which steps actually ran. Skipped actions now show a distinct orange badge and skip icon, so you can see exactly where a project stands at a glance.
• Database stability improvements — We updated how our database handles transactions so your account runs smoother and more reliably behind the scenes.
• UI component improvements — Extra-long email template names were stretching out the screen. Long names now truncate neatly, keeping your workspace clean and organized.
• Transaction export column updates — Your transaction CSV exports now include separate columns for payment type and method, matching your transaction table exactly. Bookkeeping just got easier.
• DKIM settings for SMTP — Emails landing in your client's spam folder brings business to a halt. If you use SMTP or have no email connection, you can now manage your DKIM settings directly in your email settings to keep your messages in the inbox.
• Descriptive workflow error messages — Staring at a generic "action failed" message doesn't help you fix a broken workflow. When a workflow hits a snag, we'll now tell you the exact reason why so you can fix the issue and move on.
• Discounts for schedulers — You can once again enable discount codes directly on scheduler templates, letting clients apply their own promos during the booking process instead of you manually adjusting invoices after the fact.
• Re-send email button — You can now click the new re-send icon on any previously sent email to instantly open a pre-filled composer and send it again, no copy and paste required.

Bug Fixes

• Smart field character encoding fix — Smart fields with special characters like ampersands were occasionally showing up as messy HTML code in client emails. We fixed this formatting issue so your brand name and details always look polished.
• Fix for forms not appearing in client portal — Uploaded forms and PDFs were sometimes failing to appear in the client portal after you applied them. We resolved this so your clients can reliably access all the documents you share with them.
• Mobile bottom navigation visibility — The bottom navigation bar was getting cut off or hidden when using mobile browsers like Chrome and Safari. We adjusted the spacing so you can easily navigate your account from your phone again.
• Time tracker unpause fix — Unpausing the time tracker after a break was incorrectly adding your paused time to the total duration. We fixed this calculation so your tracked hours stay accurate.
• Search bar click interaction fix — A collapsed search bar was blocking clicks on nearby buttons. We fixed the layout so you can click sorting options and other actions without interference.
• General reliability improvements — Validation errors in calendar views and inconsistent naming for duplicate discounts were causing unnecessary friction. We smoothed out these bugs to keep your template and scheduling workflows running reliably.
• Fix installment payment display in Flows — Installment options in Flows were displaying as "undefined" when using specific payment triggers. We fixed the labeling so your payment plan details show up exactly as they should.
• Fix for appointment scheduler reminders not sending — Missing appointment reminders lead to frustrating client no-shows. We fixed a bug that was preventing reminders from sending on certain schedulers, so your clients always know exactly when to show up.
• Tax and discount precision fix — Tax and discount percentages were showing up with way too many decimal places on invoices. We fixed the rounding so your numbers look clean and professional again.
• Corrected status for zero-balance invoices — Invoices with a $0.00 total were incorrectly marking themselves as paid before any action was taken. They now stay in the unpaid status so your records stay accurate.
• Increased time tracker limit — Time trackers left running for more than 168 hours were getting stuck and couldn't be paused. You can now edit and pause those marathon tracking sessions without running into errors.
• Extended date range for project events — Appointments scheduled more than six months out were hiding from the project events tab. You can now see events up to 24 months in advance to easily manage your long-term bookings.
• Prevent duplicate invoice creation — Clicking the "New invoice" button a few times while the page loaded was accidentally creating duplicate invoices. The button now disables after the first click so you only create exactly what you need.
• Payment plan due date saving — Switching between fixed and relative dates on payment plans was causing custom due dates to not save properly. Your date changes will now stick exactly as you set them.
• Form saving and duplication fix — Leaving a URL field empty was causing form saving and duplication to fail. You can now save your progress and duplicate forms even if you don't have all your links ready yet.
• Workflow action button behavior — Clicking quick actions like approve or skip on a workflow was unintentionally opening the full action editor. You can now manage your workflow steps without the sidebar popping open every time.
• Calendar event availability toggle fix — The "Show as busy" toggle on project events wasn't saving properly from the calendar view. We fixed this so your availability stays accurate and double-bookings stay away.
• Form template saving fix — A validation error was preventing new lead capture forms from saving. We fixed this so your new forms save on the first try.
• Contract countersigning fix — Expired security tokens were causing contract countersignatures to fail unexpectedly. We fixed this so you can successfully sign your documents as long as you are logged in.
• Calendar export sync fix — Re-enabling the export setting on an existing calendar wasn't pushing events to your external calendar like it should. Toggling event export on now immediately pushes your Dubsado events to your connected calendar.
• Email template editor save button fix — The save and cancel buttons in the email template editor were hiding when you needed them. They now appear exactly when you make a change so you never lose your work.
• Project tab filtering fix — Status filters were sticking around when you switched between project tabs. The project list now correctly resets so you can see all the right projects for your selected category.
• Improved workflow error messaging — Error messages now clearly tell you if a form is missing or deleted so you know exactly how to fix your workflow.
• Project assist card crash fix — A bug was causing the project assist card to crash when trying to load your suggestions. We fixed this so you can reliably view and act on your project reminders without interruption.
• Missing font sizes in text editor — The 16pt and 20pt font sizes were missing from the text editor. We brought them back so you have full control over the formatting in your emails and forms.
• Infinite scroll reliability — Zooming in on your browser was causing lists to stop loading new items as you scrolled. Infinite scroll now works reliably no matter how you resize your screen.
• Workflow template push fixes — Updating project workflows from a template was sometimes scrambling the action order or losing skipped steps. We fixed the sync logic so your workflows stay exactly how you organized them.
• External calendar sync fix — Looking past 90 days in your calendar was causing external events to disappear. We fixed this so your synced events show up consistently, no matter how far out you're planning.
• Workflow action reordering fix — Reordering workflow actions with the up and down arrows was causing them to snap back to their original spots. They now stay exactly where you put them, and we batched rapid clicks together so you don't get spammed with save notifications.
• iCal calendar sync fix — External events from iCal and Google Calendar weren't showing up in the new calendar view. We fixed the connection so your full schedule is visible and up to date.
• Fix for missing payment plan installment dates — A bug was causing some payment plan installments with event-based triggers to hide their due dates. We restored the missing dates so your payment plans are accurate again.
• Prevent Zoom links on project calendar events — Project calendar events were incorrectly generating Zoom links just because a Zoom account was connected. We fixed this so conferencing details only appear on actual scheduled appointments.
• PayPal toggle fix — The PayPal toggle in payment settings was unresponsive for some users in Dubsado 3.0. This is now fixed so you can easily enable or disable PayPal as a payment method.