July 16, 2026 – More Reliable Guarantee Reporting, Clearer Email Handling, and General Platform Updates
This release improves guarantee reporting, restores full email context and attachments when forwarding or reviewing communications, and strengthens the platform through general updates.
1. More Accurate Guarantee Status Reporting
Component: Guarantee
Guarantee reports filtered to show only active guarantees now correctly exclude guarantees that have already been released, including tax guarantees, giving a precise view of what remains genuinely active.
Value: Ensures guarantee reporting reflects true current status, supporting more reliable portfolio oversight and reducing the need for manual double-checking.
2. Preserved Email History & Attachments When Forwarding
Component: BOP
When forwarding or replying to a tracked email from within the platform, the original message's attachments and sending history — including previous recipients and dates — are now retained, matching what users see in their external mail client.
Value: Keeps a complete, accurate email record for sales and case handling, removing the need to work around missing context or attachments.
3. Clearer Email Context in the Emails Tab
Component: BOP
The Emails tab now shows the context of the original message being replied to and indicates whether that original email included attachments, even after the email has been archived.
Value: Saves time during case handling by removing the need to leave the platform to check a separate mailbox for the original message and its attachments, reducing the risk of incomplete case handling.
Summary:
This release combines platform updates across both the .NET and Node.js stacks — with meaningful improvements to everyday workflows: more trustworthy guarantee reporting and a more complete, reliable view of email history and attachments during case handling.