Custom Status Configuration: Map integration statuses to Strategy Overview asset statuses (Active, Inactive, Disposed, etc.)
​

Status-Based Filtering: Filter flexible items by their current status across all views and reports using a single toggle at the top of the Technology module
​

Automated Status Assignment: New items automatically receive appropriate statuses based on your configuration in Settings > Flexible Items > Statuses
​

Health Score Improvements: Inactive assets are now properly excluded from group health score calculations

Apple Warranty moved from beta testing to live
​

Multi-Vendor Support: Enhanced support for HP/HPE, Acer, Asus, Lenovo, and Dell warranty lookups

Improved mapping logic for matching imported site data to your existing site structure to avoid duplicates
​

Sites sync from IT Glue
​

Links to fast-open sites on click by site icon in integration system

When selecting a Flexible Asset Group during integration setup with IT Glue, the system now auto-selects the first 5 available fields for quicker setup
​

Enhanced ability to delete mapped Flexible Item groups with proper import filter adjustments

Filtering: Added "does not equal" and "does not contain" operators for text-based filters
​

Plan filters are now saved per-plan rather than per-user, ensuring consistent filtering across team members
​

New ticket permission system: users can now be restricted to viewing only their own tickets or granted access to all tickets (user setting page)
​

Flexible Roadmap: Added ability to reorder sources (Plan, Assessment, Technology) directly from reports
​

Improved schedule module width to properly fit screen dimensions
​

Enhanced Marketplace "Get Template" button placement and Template type placement
​

Better responsive header alignment across the application

Improved overall system performance through modernization and adoption of newer language features
​

Optimized report display and rendering performance, supported by enhanced profiling capabilities
​

Increased write performance for Flexible Items to improve speed and reliability
​

Enhanced integration observability services to provide better monitoring and troubleshooting support
​

Strengthened database encryption to improve security for sensitive information
​

Improved handling and storage of flexible item column value data
​

Added better auditable column management support within database migrations
​

Consolidated Payment and Settings API functionality into the User API for improved structure and maintainability

PSA assets migrated into Technology (Flexible Items) Module and Part
​

Custom columns: Smart Memory, Age
​

Sections to group items
​

New roadmap customizations allowing picking columns

New Flexible Roadmap Part now pulls budget numbers from Plan, Assessment, & Technology
​

New design
​

New roadmap customizations allowing picking columns and more

New Flexible Budget Part now pulls budget numbers from Plan, Assessment, & Technology
​

New filtering and other advanced settings

Warranty advanced settings
​

Warranty for IT Glue Configurations
​

Apple warranties in beta

Site column
​

Mass-reorder
​

Saving plan in completed report
​

Separate URL for Plan item for link sharing convenience

New login screen
​

800+ enhancements total

New European Datacenter
​

Clients from Europe migrated into EU database
​

Major backend improvements

Sync Companies and Sites
​

Sync Assets
​

Sync Contacts

Get Free Strategy Template
​

Get Free Plan Template
​

Assessment AI Review Mode: When Arya AI finishes its work, the system allows you to walk through AI-recommended changes using a special "Compare" mode.

Ability to enable "Type" column on Assets and Contacts part when "Group by Type" = on
​

Added option to delete Flexible items (Settings > Flexible Items Settings)
​

In Office 365, system shows the MFA status "N/a" when user category is "contact"
​

Added filter by "Related items" on Assessment part, in build mode
​

Added double click on Arya chat bot header to close the popup
​

Enhanced design for scrollbars (bigger) to simplify scroll behavior
​

Settings menu back into the main navigation (controlled by Settings > Modules)
​

Arya on Assessment: Arya will give more clear and specific answers when you ask her to fill in the Grade, Status, Risk, or Solution.

System opens popup "Edit user permissions" after you add a new plan
​

Table enhancements: long text moves to the next line instead of truncating
​

Ability to upload .heic file into image column
​

Added ability to hide columns in the table (click the column header > hide column)
​

ConnectWise Integration: Added ability to sync Configurations' custom fields.

Ability to set up Flexible Items group visibility by modes on report (Build / Display / Presentation checkboxes)
​

Added shortcut to edit template group near assessment group in open report ("Cog" button)
​

Improved column-saving logic: a unified set of columns is now used as the default for all users. The main master view of the module is represented by the settings (Settings > Flexible Items Menu)
​

Night Sync Optimization: Many enhancements to make night sync faster, work in parallel, do retries in case of errors, and better exception handling.
​

Integrations: Added ability to update connection keys: both keys and app URL (domain name) for sync.

Added ability to fast-generate values in one click (Ask Arya option near the item value)
​

AI better understands that healthy item grades should leave risk and solution blank
​

AI better understands current data when analyzing expiration dates
​

AI will ignore archived related items
​

AI better understands that it must never select "Hidden" grades for items
​

Office Part: Better filter logic when Group by Licenses = ON. When an Office user has N licenses and you filter by some of them, only filtered groups are shown.

Added ability to create copy of an item and save it as a manual item on the report
​

Added shortcut to edit template group near assessment group in open report
​

Added shortcut to redirect to Assessment template items list from Assessment part on Build mode level (button "Template")
​

Strategy Module: Plan Part: Added ability to create Plan when you add a new Plan Part to Strategy Report.

Small fixes and changes for mobile view
​

Flexible Items module: Added accordion/burger button into menu

Added "Insert Template" function: items from selected template append the current Plan
​

Added "Convert to template" function: saves current items list and columns structure as a new template
​

Combined ability to edit plan items inline and in a popup. Popup opening enhancements added
​

Added ability to edit Plan item name in the popup label
​

Added mass-select functionality (preparation before mass-edit feature)
​

Added ability to fast-assign user permissions on plan (give access to all company users). Enhanced "Users" form on plan
​

Widgets: Extended rules for "Smart OS" columns, added smart OS rules for Mac OS.

Arya AI Assistant on Assessment: AI feature that can generate report content, set up grades, and fill in status, risk, and solution fields.
​

Issue: Bookmark Redirect: After re-login, the system redirects to the initial path from the bookmark instead of returning users to the main page.
​

New Filters Design (Part 1): Applied on Plan Module and Flexible Items Module.

Added an advanced menu for items
​

Removed the "Show more plans" feature from the Plan Module
​

Assessment Mass-Edit: Bulk changes to assessment items are now supported.

Checkboxes are visible only on hover
​

Deeper shadows applied to assessment items
​

All scrollbars appear only on hover
​

New Login Image: For those who use regular app domain (won't affect login image for custom domains).

Ability to edit columns for related items (Assessment > "Info" popup)
​

Option to redirect to Flexible Items Group from the Info popup

Added default company group for import companies from PSA
​

Automatically connect assets to the default user's template in the background (no confirmation popup)
​

Automatically connect contacts to the default user's template in the background (no confirmation popup)
​

Sticky filters for "Import New Companies" to improve user experience and reduce clicks
​

Ability to quickly update subscriptions when encountering subscription limitations

Added a new column "Authentication methods"
​

Added a quick option to check logs from the Office Module
​

Default Data: When loading default data, the system now renames "Test Company" to match the account's company name.

Arya AI Bot: Smart AI assistant in chat-widget who can answer any questions related to MSP sphere.

Ability to set up connections between Template Assessment Item and Flexible Item group
​

Preview related content in Info popup for Assessment item on Report
​

Advanced User Permissions System on Plan: Ability to add users to current plan.

Duplicate plan item
​

Change Plan User at the top
​

Support of keyboard navigation
​

Print Plan (Ctrl+P)
​

Ability to edit plan table while item is opened
​

Plan item field length increased up to 150 symbols
​

Plan Module on Report: Added ability to add Plan Part into your Report, which links to an existing Plan. Plan part is a live part, but with its own filters.
​

"Internal Part" Checkbox: Part marked with that property won't be shown to users with External roles.
​

Responsive Mode for Plan Module: Enhancements for using Plan on small devices (mobile, tablet).

Better OSA assets sync logic
​

IT Glue Configurations sync: system automatically syncs Configurations for newly mapped Companies

Added "Source" columns for Flexible items
​

Better logic for columns sort order: integrated columns go first, Strategy Overview columns go last
​

Added Export to Excel
​

Strategy Report: Header Redesign. More space in working area, more compact view of report header.

Added security headers in requests
​

Enabled Subresource Integrity (SRI) attribute

Schedule: added detailed totals
​

Links validation became less strict
​

User page design changes
​

Site map widget: advanced search of address. Now system doesn't need State to find Site address and show it on Map

Icons near the user name to open user page in Microsoft Admin Portal on click
​

Option "Export to Excel" in Module

Configurations sync (into Flexible Items Module / Part)
​

Domains sync (into Flexible Items Module / Part)
​

SSLs sync (into Flexible Items Module / Part)

"Image" column
​

"Checkbox" column
​

"Number" column
​

"Link" column
​

Ability to change color for Plan icon
​

Plan items filters
​

Filters in Plans list
​

Ability to print Plan using Ctrl+P keyboard combination
​

First row with column labels freezes when user scrolls down
​

Plan name is shown in Plan URL
​

User avatars in "Users" column
​

Option "Fast complete" is hidden from empty Plan lines

Filters
​

Delete options for unmapped groups / items / columns
​

"Reset to default" option for group columns
​

Ability to change group icon
​

Flexible Assets: ability to filter by "Archived" property
​

"Checkbox" column
​

Option "Add item" added above the plan (in addition to inline adding)
​

Added support for keyboard navigation on Plan
​

Added info popup with keyboard navigation combinations
​

Rows numerator for lines
​

Different URLs for different Flexible Item groups
​

Flexible Item part on report: enhanced design for Presentation mode (navigation by Flexible Item groups)
​

Ability to select all fields in one click when selecting fields to sync in Flexible Assets Integration settings
​

Order of fields in Integration settings changed to order from IT Glue instead of alphabetical
​

Contacts Part: Save and transfer report filters on new version.

Improvements for smoother scroll
​

Search by Ctrl+F works again
​

Warranty Updates Service: Sync back for Halo integration.
​

Permissions Logic: Improved logic for recently uploaded companies from PSA. Now not only Admin can view it, but also a Manager.

Resizable popups
​

New icons package
​

Module titles layout standardized

Warranty Integration Engine Expanded: Now also provides sync for Acer, Asus, and HPE. Note: For Acer, the system updates only USA serial numbers.

IT Glue Data: add Integration, Map companies, select Flexible Assets to sync
​

IT Glue Flexible Assets flow into the Flexible Items module
​

IT Glue Flexible Items Report part

New column type: Link Column
​

Added indication of non-empty Item Description field on Plan
​

Ability to change Plan Icons
​

Ability to edit Plan column from column header
​

Ability to drag columns in Plan Table
​

Added support for keyboard combinations (first stage)
​

Added ability to complete items fast
​

Office 365 Module Enhancements: Save columns, labels, order, width, and filters in module per User.

Added user avatars to fields with "Users" dropdowns
​

Inactive users are hidden from Users dropdowns
​

Added ability to drag manual Items on Assessment in open report
​

Added indentation between groups on Report Display / Presentation Mode
​

Expanded icons library to select by User
​

For Users list added column "MFA status"

Removed bi-directional sync logic. Strategy Overview won't send new markets, statuses, and company types to PSA. Sync priority is always on PSA side
​

Import companies popup on PSA mapping step: added ability to search Company from PSA by name

Ability to collapse / expand areas in open ticket form
​

Ability to view ticket from Report Display / Presentation Mode on double-click
​

Switcher "Show internal Notes" on ticket form (unchecked by default when you open ticket form from Display / Presentation mode)

Tickets: Service Board Permissions. Added ability to limit user access to Service Boards for Tickets module.
​

Tickets: New Ticket Button. Added ability to input MSP service email, which is used on the "New Ticket" fast option (shortcut with "Mail to").
​

Plan Module. Added first version of Plan Template and Plan Module.
​

Merge Office with Contacts. Added ability to merge contacts list from PSA with User List from Office Integration. Advanced filters in Office part and Contacts Part have been developed.
​

UI Changes. New login wallpaper, new default logo.

Office 365 Integration: Instructions to set up.
​

Preview Content During Asset Fields Mapping. When you first set up an integration, it can be difficult to select which fields to bring in from your PSA, especially if they come from an RMM agent and you're not sure how they're labeled in the API. Now you can click the "eye" icon to see example field content on the fly.
​

Assessment / Asset Module: The "Quantity" field now supports negative values, enabling users to account for refunds in their budget planning.
​

Edit Item Form Redesigned. New white design instead of green for Asset and Assessment edit forms.
​

Error Messages Redesigned. Logic for grouped errors has been added.
​

Tickets Part. Users with a Tickets integration can now enable the Tickets part in Template / Report.
​

Assets Widgets Changes. Asset Type field has been converted from single-select to multi-select for Asset Chart and Asset Count widgets.
​

Mass Maintenance Checkboxes Saved. If you misclick an item during mass maintenance, you can return and proceed with all previously selected items still checked.
​

Edit Asset Columns from Template. No need to choose asset columns in a separate menu: now users can adjust Asset part columns from the template.
​

Fast Option to Add Part. Plus icon for fast-adding a part on the report.
​

Integration Connection Instructions. Added links to Knowledge Base instructions in Settings > Integration > Connection.
​

Edit Dropdown Column Sources from Report. Added ability to edit options for a Dropdown column: Assessment part > columns > click on Dropdown column > Edit.

Recurring Items not falling into a budget in certain cases
​

Ticket link to PSA Ticket hidden from users with External roles
​

Integration issues with Halo setup fixed
​

And others

Angular New Version (v16). Major upgrade of front-end Angular to v16.
​

.NET Updated to New Version (v8). Major upgrade of backend to .NET v8.
​

Report: External Content Parts. If the system can't open external content internally due to source limitations, an "Open in a new tab" option appears.
​

Create Multiple Reports Background Process. This long-running process now runs on the backend via sockets. You can leave the page and the process will keep running.

Drilldowns: Added filters for drilldown data
​

Asset chart: Added ability to set up widget by asset status
​

Integration Logs. Logs now show when sync was scheduled, when sync started, and when finished (with time).
​

Report "User" Field. Converted from text input to a dropdown single-select.
​

New Column Type for Assessment: Dropdown. New column can be added via template for Assessment columns.
​

Schedule. Changes in "completed" value count: system includes completed reports in count within the quarter even when the month doesn't match the target month. System counts a Report only once per month.

Advanced Logic for Warranty Updates. Bug fixes and enhanced asset update logic.
​

Multiple Dashboard Parts. Added ability to create any number of Dashboard ("Overview") parts on Template or on current report.
​

Template Tags Library. Tags are now shown in Template (Settings > Templates > Open Template > Parts > Assessment > Tags). Easier to select tags for items on "Edit item" form.
​

Password Requirements & Show/Hide Password. When creating an account or resetting a password, the system shows requirements. Users can check inputted password using "eye" option.
​

Schedule Refinements. Little changes in alignments and total counters formula.
​

Responsive Mode Enhancements. "User info" popup redesigned for responsive resolution.

Display / Presentation Report modes: UI improvements in Filters popup
​

Character limit for Assessment text columns ("Risk", "Status", "Solution", etc.) increased from 700 to 1500 characters
​

Assessment / Asset part Column settings: Added option "Reset column settings"
​

Halo PSA Integration. Halo Contacts sync from PSA. Fast options (redirect to PSA) "New tickets", "New contact" from report.

Default status filter (exclude closed tickets)
​

Toggle "Open / closed" has been added
​

Filter by Age has been added with predefined ranges
​

Enhanced logic for "Status" filter: when a board is selected, system shows only statuses related to that board
​

"Time entries" inputted with "Note" flag flow into Ticket Notes List

Added popup for fast-enable modules for Users: Settings > General > Modules > "Users" icon near each module
​

Added new "Opening" option: "Redirect" for module type "External html". Now it is possible to create a module and input a link to any URL (for example, "Settings")
​

Configuration Sync Enhancements. Enhanced logic for clearing data when clicking "Delete all" in Configurations menu.
​

Branding / Client Portal. Link in Invitation email, logo, and MSP name branded in all emails.

Module Builder Feature. Settings > General > "Modules" tab. Ability to add custom modules using HTML embedded code or HTTPS links.
​

Login with Google. You can log in via Google if you registered using a Google email.
​

Copy Ticket Link Option. Ability to fast copy Ticket URL in Tickets module.
​

Inline Filtration for True/False Fields in Tickets. Now it's easier to set up filters for Tickets.
​

Tickets Module Responsive View. Page adaptation for tablet devices.

Status Filter for Contacts on Report. Now you can filter by Active / Inactive contacts. System saves filter value for new versions.

Added Assessment Filters
​

Added ability to resize columns for Assessment items on Template
​

New design
​

Mass maintenance for Template assessment Items
​

"Plus" icons for fast adding items on Template
​

Halo PSA Integration Streamline. Added shortcuts to fast create objects in PSA and links to open objects in PSA.
​

ConnectWise Tickets Integration Streamline. Bugs fixed.
​

Desktop View Icons Visibility. Most icons are shown only on hover now.
​

Login Refinements. Fixed styles for standard elements for all pages (login, MFA code, Reset Password, Confirm email).
​

Halo PSA Contacts Integration. Integration Contacts from Halo PSA.

Tickets Integration with ConnectWise. Tickets Module shows live tickets from ConnectWise. It's fully flexible with the ability to filter, group, search, and add notes to tickets. The Tickets tab is shown in the Companies module for companies mapped with ConnectWise.
​

Kaseya Manage Integration. New PSA integration syncs Companies and Configurations. Installation instructions here.
​

Resizable Tables in Report. Added ability to resize columns. The system saves column width within the template independently for every mode (Build, Display, Presentation).
​

Column Settings Option. Now you can change template column settings from the Assessment part without leaving the report page (build mode).
​

Login with Microsoft. If you already have an account, you can log in fast using Office 365.
​

Add a New Report Based on a Template. Toggle "Carry over data from report" added to "Add report" form.
​

Undo/Redo on Edit Template Items. Keyboard combination Ctrl+Z is now supported.
​

Load Default Widgets Option. Helps to load main widgets to your Template or Strategy module.
​

Widgets' Drilldowns Optimized. Only main columns are chosen by default.
​

Add Company Streamline. "Status" and "Primary site name" are filled in with default data.
​

Syncro PSA Contacts Sync. Contacts sync from Syncro now and are shown in reports.
​

Drag and Delete Icons on Hover. Icons are shown only on hover now.
​

Report Design Standardizations. Report header redesign: more clean page layout for mobile devices and tablets. Parts design standardized in build mode.
​

Text Editor Enhancements. More options for text formatting in a mini-popup.
​

Tables Standardization. Design changes for all tables. Ability to resize and sort for all tables.
​

"Force Sync" Backend Improvements. Better sync logic, fewer errors in case of sync conflicts.

Halo PSA Integration v1. Halo PSA Integration (Types, Company statuses, Companies, Sites, Assets).
​

Syncro PSA Integration v1. Syncro PSA Integration (Company statuses, Companies, Sites, Assets).
​

Custom Domain. Custom domain launched, allowing you to set up a custom domain for the app with a branded login page.
​

Custom Email. Custom email launched, allowing emails from the system to be branded.

Budget sum: erase white spaces before and after sum
​

Add company streamline: setup default status and create main primary site
​

Text editor enhancements

Tables standardization
​

New login wallpaper
​

Responsive resolution changes (iPhone bookmark icon, bug fixes)
​

Roadmap design changes

Custom Domain/Email. Custom domain and email (beta, limited access to feature).
​

Autotask Assets. Autotask integration streamlining and notes.
​

Autotask Contacts. Autotask Contacts sync.
​

Company Type Changes. "Company type" not mandatory for company.

Design standardization for tables
​

Roadmap design enhancements
​

Warranty Service Logs. Detailed Warranty Service logs (list of updated assets).

Responsive. Responsive design for App.
​

Autotask Streamlining. Autotask Integration streamlining.
​

Overview Part Refinements. Overview design streamlining.
​

Log Changes. Added time in Logs.
​

Favorite Companies. Favorites section in Strategy module.
​

Design Changes. Design standardization for font sizes in titles.
​

ConnectWise Tickets. Tickets from ConnectWise (beta, limited access to feature).

Autotask Integration. Autotask Integration launched into public beta.
​

Market Field Changes. "Markets" field not mandatory for company.

Change App name
​

Change primary brand color
​

Change App logo
​

Reduce Number of Reports Shown. "Show more" option for Report list has been added.
​

New Companies List Design. Redesigned Companies list in Strategy module.
​

Row Highlighting. Highlight active row added to all tables.

Widget Drill Down. "Drill down" option for widget on click (first beta version of the feature).
​

Manual Group/Item Changes. Add manual item / Add manual group: fields order has been changed.
​

Click Out to Save. System saves all forms on click out now (if all required fields are filled in).
​

New Notification System. Enhanced notification system for errors and success messages.
​

Warranty for All. Warranty service now available for all clients starting from Backer plan.

Widgets are now editable from mobile devices / tablets
​

Login and registration page for mobile devices / tablets
​

System opens all forms (popups) in full width for mobile devices / tablets
​

Display mode adjusted for mobile devices / tablets

Warranty Updating. Added Warranty Updates service for Lenovo and Dell Assets (Beta version, available only for some clients).
​

Changes for PSA Integrations Logic. Prohibited editing of mapped objects in Strategy Overview (sync priority is on PSA side, so this improvement prevents data loss).

Implemented notifications system: in case of integration issues, user will see a warning icon with link to logs instead of an error
​

Improved sync logic: if one entity fails during the sync, the whole sync keeps running
​

Changes in "Add integration" form (preparation for new integrations coming soon)

Width of columns on "view item" form for completed reports
​

Added "info" signs to explain Presentation / Display settings options (Report > Report Settings > checkboxes at the bottom of the form)
​

Improvements for Widgets Engine. Better layout for Asset chart, fixed bug with "Undefined" category.
​

Changes for "Add Report" Option. Advanced logic for "migrate report" option, ability to migrate text parts and custom parts content.
​

Enhancements for "Copy Template" Option. New template will be added to user permissions when copying template by manager.

We now allow duplicates for Site Names if they come from PSA to streamline the sync process
​

The user can skip steps with Markets, Types, and Statuses mapping during the initial ConnectWise Integration Setup. The system will map and include only the entities related to mapped companies in the scheduled sync.
​

UI changes to the logs: users can now see the full error message text in case of data issues with the integrated system
​

Total Redesign for Budget and Roadmap Part. The budget and roadmap section has undergone a total redesign to make the report look cleaner and more compact. Page breaks logic for print mode has also been improved.

Snapshot mechanism changed: we now store widget values for completed/archived reports in the database
​

Removed bottom bars from widgets for more room and a cleaner Overview part
​

Added the ability to set up what information users want to see inside the Info widget
​

Users can now use the operator "Contains" for widget color rules (for assets chart values)
​

Progress chart widget scale is now always the same, making it easier to compare data for different clients
​

Health level numbers added to the stack radar widget
​

"Default Open Part" Option. User can specify what part must be opened first in build mode (template parts settings).

Allowed keyboard input in "Year" field for assessment and asset item, so users can plan budget beyond the next 5 years
​

Added tooltips for Assessment columns (near column names). User can see the description for the column from the template on hover.
​

Changes for Schedule Module. Zero values (unfilled draft reports) are excluded from Total Average health shown at the bottom of the Schedule module.

Ability to sort contacts in report
​

UI bugs fixed
​

New Commands for Cover Page. Commands are now under text editor fast options as a dropdown, so users can click instead of typing or copy/pasting.
​

Edit Companies Form Moved. Now found under Companies menu (click Company > Company tab).

Removed ability to add item group duplicates in template assessment settings
​

Fixed issues with blank pages in Print mode
​

Timezone bug with date shift
​

And others

Text Editor New Options. Added new options inside text editor.
​

Part Source. Added part source (current / template) to current report part settings.
​

ConnectWise Shortcut. Added option "Add contact in CW" to a contact part.
​

External Parts. UI refinements for fields on the edit part forms for "External embed" and "External content" part types (bigger size, fast copy option).
​

Contacts Excel Export. Added option "Export to Excel" for Contacts part.
​

ConnectWise Integration Streamlining. Streamlined adding contacts while adding new companies to Integration mapping.

Integration settings to map contacts (ability to sync custom fields and set up conditions to sync)
​

Ability to connect Contacts with a template
​

Column settings form to set up columns, width, change labels for report
​

Contacts on report: Display / Presentation mode, sorting, grouping
​

New Widget Type: Count Managed Contacts (available from Strategy, Company Overview, and Report).
​

Widgets Enhancements: New UI library, report progress chart redesign, assets chart redesign.
​

Duplicate Template Option added.

Undo/Redo. Added Undo/Redo keyboard commands for Assessment and Assets Parts.
​

Schedule Totals. Changes in the Schedule bottom line of Totals.
​

Text Editor Changes. The text editor stretches to full width for "text part" type when internal notes checkbox is unchecked.

Print engine bugs (page breaks, blank pages, text separation)
​

Minor roadmap logic bugs
​

UI bugs

New User Streamlining. Streamlined new user creation.
​

Roadmap/Budget Design Changes. New design for Budget and Roadmap part.
​

Widget Enhancements. Enhancements for Widgets engine and Widgets design.
​

Assessment Default Part. Assessment part is now always opened first in build mode.
​

Editing Items in Presentation/Display. Users can change the "Data" field from Display / Presentation mode using double click.
​

Login Wallpaper. New login wallpaper.
​

Budget Totals. Added totals to budget quarters.

Strategy Widgets. Widgets under Strategy module.
​

Color Rules on Widgets. Possibility to add color rules on Widgets.
​

ConnectWise Integration Streamlining. Streamlined the process of adding new companies and their configurations under ConnectWise Integration.
​

New Widgets: Company count, Items count.
​

New Part Types: Embed External content, Cover page.

Double Click to Drag. Double click on drag bar to collapse. System remembers the width of the Companies list on Strategy.

Custom text part
​

Custom external content part
​

Parts settings (mode checkboxes, drag and drop sort order, custom labels)
​

Parts settings saving: apply to current report / Apply to All Drafts

Drag and drop, resize
​

UI refinements
​

New types of widgets
​

ConnectWise Sync Logic. Improvements of sync logic with ConnectWise.
​

Design. A lot of UI refinements across the app.

Design. Smart reduction for Assets.

Integrations Streamlining. Configurations delete logic.
​

Overview Engine. Overview Engine launched to create widgets across the app.

Integration Logs. Logs for Integration, sync results report.

Advanced Template. Advanced template to template migration functionality.
​

User for Multiple Reports. Set user for multiple report creation.

Asset Notes. Assets notes now show up on assets.
​

Asset Excel. Assets export to Excel.
​

Dashboard. Dashboard design enhancements.
​

Parts Engine Changes. Parts order changing.

Sync Company, company types, statuses, markets for future reporting power
​

Sync configs
​

Mass Maintenance: Companies and Users.

Company Sites. You can now add different sites per company to budget by sites. (The upcoming ConnectWise integration will use sites to allow you to budget configurations by sites for clients with many locations.)
​

Multi Market. Ability to add multiple markets to companies, allowing companies to get multiple vertical-specific groups/items on reports.
​

Mass Maintenance. Ability to do mass maintenance on companies.
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Template to Template Migration. Ability to seed data on a new report from a different template/company/report.
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UI Refinements. Lots of UI refinements.

Territories Reinvented into Groups. Previously only one territory was allowed per company. We renamed Territories as Groups, and now companies can be part of multiple groups. Examples: group clients by vCIO, Compliance Regulated Companies, geographic regions, etc. This enables powerful reports and client analysis in our upcoming reports module.

Future dates now listed as light gray
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Added column counts
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Ability to set primary user for templates in mass on Schedule module
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New Executive Summary Editor. Upgraded the executive summary editor to a new engine, opening up more opportunities for features and smoothing out the existing editor experience.
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Dashboard Refinements. New UI styling adjustments.
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Bug Fixes. Many bugs fixed. If you notice a bug is still present after 3.1 and 3.1.1, please report it.
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Multi Type. Enabled ability to have multiple types in preparation for ConnectWise Manage integration.
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UI Streamlining. Many UI enhancements.
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Always-On App Updates/Patches. Enabled ability to release features while app is being used live.
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QA. Major QA team and tools investments for escalation in development.
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Presentation Mode. New presentation mode with ability to edit while you are presenting.

Totally New Platform. The platform was entirely rewritten for long-term growth and rapid agile development. There is not a single line of code that was reused from SO2. Due to the pandemic and the amount of work, it did take far longer than we expected. Sorry about that. I know many people were waiting. Our beta was very short, however we have been using the app for two months in our MSP so it's a very stable version. There may still be small bugs; please report them as you find them.
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Recurring Items. SO3 now allows for recurring items on templates. It is not enabled by default for accounts that came from SO2. Please go to Settings > Templates > Select your template > Assessment.
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Manual Groups and Items. You can finally add manual groups and items onto an individual client report that do not come from the template.
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New Dynamic Filters Site Wide. Modify your view on the fly across the entire app to analyze your clients and stack like never before.
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New Executive Summary. The new executive summary finally has styling! You will need to go into the template and apply styling to your default executive summary (Bold, numbered lists, etc.) and then as you make all client reports once in SO3 you will need to style them once.
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Roadmap Revamped. Standalone roadmap view with easy editing of just the items in the roadmap.
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New Budget. A totally new 12-month budget view for professional budgeting for companies large and small.
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New Budget Date Management. In SO2 we had Quarters and did not actually have years. In the new version, Quarters have been transformed into individual months and "This Year/Next Year/Future" has been transformed to actual years.
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New Display Mode. The PDF mode was replaced with a new Display mode for easy virtual strategy meetings. Now if you want to export a PDF you need to print and "Save as PDF."
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New Draft and Completed Mode. In the new version there are now "Draft" reports and "Completed Reports." Completed reports are disassociated from the template and cannot be edited. You can only have one draft at a time. Draft reports show up as orange on the schedule until you mark them "Complete" after you finish a meeting with a client.
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New Dashboard. The dashboard has been redesigned with new views and filters.
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Schedule Mode. The schedule report has been revamped with new filters and better logic.
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Column Settings. There is an entirely new template engine. The column settings are designed for the best display view. Please be careful changing things because it will affect the way the reports display.
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Adjust Zoom and Navigation. The old app worked best at 90% zoom. If you log into the new app and your view is still stuck at 90%, change it in the browser to 100%.
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Small Laptops and iPads. The app still doesn't work perfectly on smaller laptops or iPads. You can hide the navigation and companies list when editing the report. We will resolve this very soon. The app WILL work on iPads now!
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Free Onboarding! We are now offering free onboarding weekly. Please register here.
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New User Types. We now have a new user class called "External Users." These are designed to give to your clients to access the system. They will not have any chat widget, YouTube videos, and eventually you will be able to fully white-label the app as your own custom client Strategy Center!
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New Template Engine. Custom columns, custom grades, and tags for groups and items for infinite customization.
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Customize Grades. The new template allows you to edit and customize your grades. We don't use the Standard grade in our MSP so we deleted it. This is how we have our grades set up:

PDF Customization. You can now edit the page size, orientation, margins, and font sizes for a more custom-tailored report. The new recommended orientation is Landscape and all the recommended settings are under Settings > Templates > PDF Report Settings.
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Page Number. You can now add the page number to the PDF parts. (You need to go into the template and enable it there and you will need to enable it on all Overviews once. Releases we make do not affect existing Overviews.)
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All Currencies. For our many international MSP allies, you can now use the app in any currency! Check it out under Settings > Localization.
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Hidden Groups. Now if you hide all items under a group, the group itself will not print on a PDF.

Health Score in PDF Parts. You can now pick and choose if you want to display the health score in the PDF or not.
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SO 3. Development begins on new long-term platform built on Angular.

Health Score. New Health Score feature added for each group, overview report, client, and global health, allowing you to see which clients have the most aligned tech stacks and which are the least aligned.
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Health Score on TSM Schedule Report. Health Score added to TSM Schedule report.
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Global Health. New global health score allowing you to see how healthy your entire client base is.
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Clients Sort. New ability to sort clients by alphabetical order, grade, or health score.
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Persistent Filters. Filters and sort are now persistent in the Overview module and will remember if you leave the page and come back.
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Edit Template Item Improved. Edit template item in overview now takes you back to the item you were editing.

Backend. Major backend rewrites of multiple sections to increase speed and continued preparation for version 3.
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Default Grade on Items. New default grade per item set to "Question." You can now set the default grade for items in the template.
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Clear Item Button. Adjusted styling for "Info" and "Edit Template" buttons on items and added a new button "Clear item" allowing you to clear the entire item in an Overview instead of having to clear out each column.
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Default Prepared By. The "Prepared by" field will now be filled out from the user creating the report by default. (It can still be changed manually after.)
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CSS. New CSS styling upgrades site wide (ongoing).
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Dashboard Filters. New filters added under Dashboard for Territories and Markets.
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Double Click to Open. Added ability to double click to open Users, Territories, Markets, Types, Companies, and Template items instead of having to select and press the edit button.
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Add Company Button. Added an "Add Company" button below the Company list to be able to add companies without having to go into settings.
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PDF Parts. Added PDF Parts as a first step at PDF engine rewrite. Now you can select which parts of the Overview you want to feature on the PDF.
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Internal Notes. Added "Notes" field next to the "Executive Summary" for notes the MSP can store in the system. Notes will not print on the PDF and are internal only.
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Clear MFA. Ability for Admins and Managers to clear MFA for other users in case they lose their phones and get locked out. (Admins can only clear MFA for other admins. We recommend having two admins per account if possible.)
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Japanese Yen. Added Japanese Yen to currency options for our Japanese MSP friends.
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International Date Format. Added yyyy/mm/dd date format for our international MSP friends.

Default Executive Summary. New default executive summary feature (You can now set a default summary at the template level and all new clients get the same executive summary base structure).
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New Structure. New tabs for Overview (This will allow you to edit executive summary in full screen and creates the structure for new features).
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Add Company Button on Overview.
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Design. CSS changes to make app fit better. Speed improvements.

New Overview Format. No more dropdowns. This will reduce the amount of time it takes to grade every item by 50%.
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Edit Template Item in Assessment. You can now edit the Template for each item right from the Overview screen! You can evolve your template on the fly!
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Design. Lots of CSS refinements and display bug fixes.
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Advanced View. Advanced View options for the dashboard detail views. To access, click the little menu icon next to each column to customize your view!

MFA. Multi-factor authentication added for Google Authenticator and Microsoft Authenticator.
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New Icon. Added "In Progress" and "Info" icon.
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Assessment Legend. Revised legend on PDF.

Schedule Module. New Schedule module created to set goals for how many times you want to meet with clients and track how often you meet.
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Stripe Billing Integration. Stripe billing integration rewrite (Update credit card, view invoice history, etc.).
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New Grade Options. New grade options on report for items (Gold star, Blue question, Hidden).

Multi-user is here!
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Default page load changed from dashboard to Overview
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Improved slow dashboard loading
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Fixed lots of bugs on overview editing and PDF creation
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Increased character limit on status and other fields to 700
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Added Status and Solution columns to Roadmap/Budget page on PDF
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Ability to hide left company list and turn Overview into full screen
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Added Rand currency for our South African partners

Vastly expanded the database in the background in preparation for multi-user mode. Most changes under the hood.
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Fixed many minor bugs
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Continued CSS rewrite and progress on improvements on small monitors
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Big improvement to the way you can fill out the report by always being able to reference template text and also the ability to type in an expandable text area
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International Localization settings allowing you to set the currency symbol, date format, and time zone

New Platform. We recreated our original proof of concept/beta version in .NET and Bootstrap. Welcome to Strategy Overview 2.0!

Grade dropdown menu now shows correctly color-coded text. When you choose a grade, the correct icon appears in the report.
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Item and Group numbers replaced with drag and drop. You can drag and drop Items and Groups freely.
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For Excel templates, Group and Item numbers are still in play and will work as they did previously.
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Template Compatibility. All previously created Strategy Overview, Technology Overview, and Technology Checkup templates along with your own custom templates remain compatible within the new system.

Template Importer. Upgraded template importer. Now you can import a template on top of a template and any field that was changed will update the template, allowing for easy mass updating.

Intercom. Intercom launched! New Knowledge Base! New Messenger for Support! New way to communicate with the vCIO community!
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Knowledge Base. Updated all documentation in new Knowledge Base.
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HTG. HTG Silver Sponsorship announced for 2018!

Roadmap/budget yearly script created under settings. To run once on January 1st to move "Next year" items to the "Current year"
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Fixed several small bugs
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Many backend adjustments
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Removed report limits for all accounts
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Ability to preload fully filled out reports for new accounts
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Added prospects flag under company types. Prospects don't show up in dashboard forecasts.

Live saving per line for overview
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Live saving in template creation
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Deleted items in template don't carry over now
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Dropdowns for add company items
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Sort by template in overview navigation
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Name of report next to date in overview
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Added "Where did you hear about" for new account sign up
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Many backend fixes
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Template injection system added. Now you can upload a template on top of a template and have new items added
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Ability to make 1 template default
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Ability to put non-numeric items in budget. "To be decided" as a budget item added

Fixed ability to manually add categories and items outside of an excel template import
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Backend tweaks

Lots of backend improvements
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Knowledge Base link added to top
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Added more columns to detailed views on dashboard, allowing you to see the status of your entire stack items
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Fixed dashboard error requiring double click
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Active tab color changes and little style tweaks
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Preparation for new platform and version 2

Billing integration
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New accounts come preloaded with template
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Template 1.9