Product documentation

2026-10-05 Release Notes

The Accounts page update and the retirement of the Instructor tab, announced in the 2026-09-16 Release Notes, now arrive tomorrow, Tuesday 6 October, rather…

Coming up

The Accounts page update and the retirement of the Instructor tab, announced in the 2026-09-16 Release Notes, now arrive tomorrow, Tuesday 6 October, rather than today.

  • The Account header shows both the xID and the Account ID, each copyable in a click, and several tabs are renamed, so Training Passes becomes Passes.
  • The Contacts table inside an Account gains a search.
  • You can merge Accounts from the Account screen itself.
  • The Instructor tab is retired. Instructor Rates moves to the CRM tab, and existing Instructor URLs redirect there.

Product Updates

  • Administrators can now switch on “Include in search” for Custom Field definitions, so global search finds records by their custom field values and shows the matching label and value.
  • Added a warning label on the Personnel Calendar Sync view when a Personnel calendar last synced more than a week ago.
  • Booked student count and remaining places are now available as columns on Event reports, so you can report on availability across Events.
  • Reworked the Personnel and Resource edit modals: no stacked overlays, no duplicate save toasts, consistent issue counts including custom business rules, and counts open the editor.
  • The attendance modal now keeps student names visible when scrolling sideways and only sends changed attendance records when saving, making large Events easier to work with.

Bug Fixes

  • Fixed Calendar Integration invites always using the default translation, so each Contact now receives the invite in their Communication Language and the latest saved template is always used.
  • Fixed the attendance view crashing on Events with more than 50 Sessions by no longer cross-referencing Session details.
  • Fixed dates and currency in sent emails being formatted in the requested language rather than the language of the template variant actually rendered, affecting merge fields.
  • Fixed Trigger reports showing the wrong Communication Template data, with the Subject column now reading the localized subject and saved reports continuing to run.
  • Fixed the Audience column showing blank for Triggers aimed at a staff role, which now display the role name and mark archived roles.

Documentation Updates

The following documentation pages have been updated: