Release notes Business Engine October 2025

Service Provider Filter for Prospects
Added the ability to filter prospects by Service Provider, making it easier to manage and locate potential customers.
Multi-Select Addon Filter in Order Search
Introduced a new multi-select dropdown for Addons when searching for orders, improving flexibility and precision in order searches. Read more here.
Enhanced Admin User Logging
Expanded logging for admin user lifecycle events — including creation, updates, deletions, and last usage — to provide a more audit-friendly environment and stronger traceability. Read more here.
Metadata Tooltips
Added tooltip support for metadata fields to clarify their purpose and guide users on correct usage. Read more here.
Password Change Notifications
Ensures that a “Customer: New Password” email is always sent to the customer whenever their password is updated.
Assign Users During Ticket Creation
Added functionality to assign users directly during the ticket creation stage, streamlining workflows and improving task routing efficiency. Read more here.
Configurable Signup-to-Order Conversion
Introduced a setting that adds control over whether a signup should automatically generate an order. When set to False, no order will be created from a signup, even if the object status changes to In Deployment. Read more here.
Improved Search Matching
The search now prioritizes exact (case-insensitive) matches when possible. Read more here.

Address Field on Contact Page
Added an address field to the Marketplace Contact page and the “Contact Us” form. The address field now appears above the message input area and will be pre-filled if an address have been searched.

API Support for Work Order Task Notes
Added API functionality to create notes on Work Order tasks, enabling smoother system integrations and reducing manual data entry.

Improved Churn and Service Movement Tracking
Enhanced reporting and API capabilities to better distinguish between true churn, customer moves, and service changes.
- Uses relationships between old and new customer services to identify moves or upgrades/downgrades.
- Detects churn by confirming that a customer has no active orders.
- Adds tracking support through “Missing active order since” indicators.

Invoice Placeholder for Previous Balances
Added an additional invoice placeholder to display previous balances, payments, or charges — supporting up to three total balance items per invoice.
NMI Integration
Added integration support for NMI payment processing.
Payment Change Confirmation Emails
Sends confirmation emails to the customer when payment methods are changed, either by a CSR in the admin portal or by the customer in the Marketplace.
Payment Processor Selection per Group
Added the option to select a payment processor when creating Groups in BE. Supports setups with multiple processors in BE.
Automatic Deposit Refund Handling
Introduced automation for deposit refunds or credits after signup connection. Configurable by month and refund type, reducing manual intervention.

Recurring Fees on Wholesale Invoices
Enabled operators to add recurring fees directly to wholesale invoices, even if they are not linked to specific orders — simplifying wholesale financial management.

This release brings enhanced usability and smarter automation to Business Engine. With improved filtering, clearer insights, and expanded integration options, managing customers, billing, and operations is now faster and more seamless than ever.