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Version 26.9.1 — Released 7 October 2026

 New Features

Contact Dashboard (SPW-14338)

Contacts now have a home of their own. The new CRM Contact Dashboard brings every customer record into a single database you can search, filter and work through, rather than finding people only via the leads attached to them. Each contact record opens with a full two-sided timeline of every interaction, tabs for their leads, vehicles, prospects and communication preferences, and slide-in panels so you can act without losing your place. Duplicate records are surfaced in a merge queue for review, and you can build contact lists from the dashboard to drive marketing campaigns.

[Screenshot — CRM Contact Dashboard with the contact list and working queues]

[Screenshot — A single contact record showing the unified timeline]

Create New User Wizard (SPW-14336)

Adding a user is now a guided, step-by-step process. The wizard walks through account details, yard access, roles and permissions in order, so nothing gets missed and new staff are set up correctly the first time. It replaces the single long form, which made it easy to save a user with incomplete access and then have to go back and fix it.

[Screenshot — Create New User Wizard, first step]

Automatic Lead Responses Can Now Be Built as Automations (SPW-12568)

You can now set up an automatic response to a new lead through Automations, with the same conditions, timing controls and templates you use everywhere else. That means responses can vary by lead source, yard, vehicle type or time of day instead of being one fixed message. The existing Auto Responder setting still works exactly as it did, so nothing needs changing. This is an additional option for accounts that want finer control.

[Screenshot — Automation configured as a new lead auto response]

Fortnightly RDO Rosters (SPW-14238)

Rostered days off can now be set on a two-week cycle rather than weekly. Dealerships running a fortnightly roster no longer need to work around a setting that assumed every week was the same. The fortnightly pattern is respected across lead allocation and calendar invites, so staff don't get leads routed to them or appointments booked in on their day off.

[Screenshot — RDO settings showing the fortnightly option]

Improvements & Updates

Automations

  • (SPW-14144) Automations can now update a lead's yard as an action
  • (SPW-14306) Accounts are notified as SMS usage approaches, and again when it reaches, the monthly limit
  • (SPW-14548) New automation trigger for pending test drive invitations
  • (SPW-11707) Email and SMS responses to calendar event due automations are handled more reliably
  • (SPW-14305) Automation feature settings now apply correctly when turned on at account level

Leads

  • (SPW-14143) Lead label visibility can be restricted by yard or by salesperson
  • (SPW-14013) Leads that have opted out of email, SMS or phone contact can now be retrieved from the dashboard
  • (SPW-14161) Manager users can view deleted leads
  • (SPW-12761) Test drives and appraisals can be added to another user's lead without manager permissions
  • (SPW-14464) The test drive unavailable message now says whether the clash is the vehicle or the salesperson
  • (SPW-14456) Listings are now mapped to WildJar call leads

Listings and vehicle pages

  • (VDP-458) Flagged listings can be shown on a TV showroom display
  • (SPW-13298) The description field on VDP profile items is now editable
  • (SPW-14349) Mandatory listing fields relaxed on manual create and edit in brochureware yards
  • (SPW-13264) A warning now appears when a listing is taken online and offline within an hour
  • (SPW-12444) Improved handling of the listing export queue
  • (SPW-14825) The Leads accordion on Listing Summary now expands immediately

Company settings and users

  • (SPW-13970) Roles can be removed from a yard, supporting staff offboarding
  • (SPW-13920) New companies are created with a default password policy
  • (SPW-13921) On Road Costs Included is now set by default when creating a yard (NZ only)
  • (SPW-12890) Fixed single sign-on for users belonging to multiple groups
  • (SPW-14029) Reworded the electronic write-up signature prompt
  • (SPW-14352, AR-1266) Updated the browser icon to the new AutoPlay logo

Integrations and reporting

  • (SPW-14476) Webchat, walk-in and phone call leads created in Podium now flow into AutoPlay
  • (SPW-14152) Allianz insurance submission status refreshes automatically and re-exports when updated
  • (SPW-14209) API rate limit overrides are now enforced on live requests
  • (SPW-14226) Vehicle Lookup and Log screens now display readable output instead of raw data
  • (REP-3009) Sub-model column added to the lead audit report CSV
  • (SPW-14070) Lead reports now include yard information
  • (AR-1267) OEM PII configuration support

Bug Fixes

  • (SPW-14701) Fixed the dashboard failing to load the lead page
  • (SPW-14722) Fixed the listing edit page showing template text instead of the listing form
  • (SPW-14242) Fixed matching open lead counts ignoring the yard condition
  • (SPW-14333) Fixed deleting an All Dealers lead source from inside one dealer account removing it for every dealer
  • (SPW-14493) Fixed lead labels not applying
  • (SPW-14665) Fixed a lead's campaign being cleared when the campaign is flagged to hide in Lead Detail
  • (SPW-14150) Fixed the lead source not displaying on the new lead field
  • (SPW-13423) Fixed an error when creating a lead campaign
  • (SPW-13846) Fixed users being unable to select a listing when lead progress validation requires one
  • (SPW-13825) Fixed automations triggering before a lead was actually overdue
  • (LM-7363) Fixed leads approved as Closed Lost still showing as Awaiting Action
  • (SPW-14995) Fixed the test drive wizard not updating lead progress
  • (SPW-14732) Fixed a random error in the mobile test drive wizard across multiple devices and browsers
  • (SPW-14996) Fixed Mac users being unable to type licence expiry dates
  • (SPW-14612) Fixed an error when accessing a write-up
  • (SPW-14758) Fixed the password policy setting not applying
  • (SPW-14016) Fixed users not being timed out after inactivity
  • (SPW-15034) Fixed an error on a specific user screen
  • (SPW-15040) Fixed the mobile number field on User Profile needing several attempts to save
  • (SPW-14826) Fixed the notes section on a lead jumping while being used
  • (SPW-15043) Fixed a listing being duplicated in Listing Export Management and not sent to Trade Me
  • (SPW-14641) Fixed the Smart Loyalty integration failing
  • (AR-1259) Fixed incorrect data in the prospect report
  • (AR-1265) Fixed the morning run sheet report showing only some allocated leads