12 July 2026v0.7.26
Stronger customer access and export controls
Adds tighter customer-directory visibility, export permissions, automation safeguards, and privacy-preserving AI import handling.
New features
- Added a Customer Directory visibility setting so Owners can keep the directory deal-scoped or allow active team members to find minimal customer profiles.
Changes & improvements
- Customer Directory results now distinguish between visible deal history and minimal shared-directory profiles, with exports kept limited to deal-scoped access.
- Customer lane relationships now require editable deal-linked customer access before customers can be added or changed.
- Automation edits, deletes, and enable/disable changes now confirm the selected dealership before changing a rule.
- Customer Directory, GP Workbench, and Sales Pivot downloads now check export permission before generating files.
- AI import auto-mapping now uses privacy-preserving column references and sample patterns instead of raw uploaded values.
Bug fixes
- Sales Pivot export requests now reject malformed or oversized payloads before building CSV or Excel downloads.
- AI import workbook analysis now returns only safe sheet and mapping details when auto-mapping results are incomplete or unexpected.