Subscriptions, AI gating, and per-tenant Slack routing
Subscriptions and metering
Email volume is now metered against your plan. The Base and AX plans set the allowance.
- Upgrading shows a package picker with the difference against your current plan (+AX / +PP), not just a final figure.
- Fixed a bug where approving a subscription could overwrite an existing CRM AX contract, or leave PP unassigned.
- Support Center is packaged as a Partner Portal AX add-on, so you can request it straight from the consultation drawer.
A product catalogue
The catalogue behind quote writing now separates items from services. A new tenant is seeded with default quote sections and labour rates during onboarding, so the first quote is not written from an empty screen.
AI features tell you what they need
When a tenant without the AX plan opens an AX-only AI feature, such as the WIN strategy analysis on an opportunity, they see a plain upgrade screen instead of an error.
Slack routing
- Seven CRM alert points now route to each tenant's own channel rather than one global channel.
- A subscription enquiry raises an alert in the hub channel.
- The sales channel has a test send button, so you can confirm the connection without waiting for real traffic.
- Slack channel settings moved into the integrations tab.
Infrastructure and stability
- Query delays and socket leaks specific to the Singapore server are blocked with
query_timeoutandkeepAlive. - Fixed a route guard bug that threw you back to the login screen on a deep link or a refresh.
- If a BlockNote block crashes while saving, the editor falls back to markdown and recovers the content.