Post API
The POST API has been updated to provide further flexibility on the data and settings for leads posted in:
- Introducer Email field – this provides an alternative way to match incoming leads with a referral partner record. Use this field to match a lead to a referral record using their email address. If you do not have a referrer email, you can use the referrer ID/name to match using the existing ID fields.
- Additional contacts – you can now post in more than one contact via the API where a job has multiple contacts.
- SMS preference – you can set if the customer has agreed to receive SMS messages (applicable to accounts using the SMS feature)
- Access Company Name – a company name can be submitted which will appear on the job record if the access type of “Agent” has been set.
- Special characters – the feed now allows characters with various accents in the contact name field
Once a contact is saved, any subsequent submissions via the API will associate the contact with a new lead, but their details will remain unchanged. This ensures that existing records are not overwritten, preventing data loss.
For example, a customer searches in one system, and the team updates their details after making contact. If the customer searches again and enters generic or incorrect details (e.g., a fake phone number), the original contact information remains intact. As a result, fields like SMS preferences or names are only set when a new contact is created. For existing contacts, previously saved details will persist, regardless of any new data submitted.
Documentation version: 1.6.1
Draft document watermark
Why have we made this update?
A “Draft” watermark will appear on reports or individual documents on a multi-document job if the job is not at the “Complete” stage. Once a job moves to completed, the “Draft” watermark will no longer show on the document preview or the downloaded document.
Plans: Pro, Advanced, Enterprise
Duplicate ID flag
Why have we made this update?
The duplicate lead flag will now show the reason for the flag on the banner. The associated job IDs button will also display any job IDs or contact IDs that are related to the flag. If a job is marked as not a duplicate, the associated IDs button will only show other job records related to the primary job contact.
Plans: All
GoReport / Survey Hub multi contacts
Why have we made this update?
The existing integrations for report writing and Survey Hub allow for 2 contacts to be posted (primary contact and one other customer). The feeds have been updated to allow multiple contacts to be posted and is no longer limited to two contacts.
Plans: relevant for plans with report writing or Survey Hub activated
Notes updates
Why have we made this update?
Update 1: Draft notes – this first update allows you to type a note, move to another tab on the job record, and when you return to the notes tab, any notes that had been written will still be visible ready to be saved.
Plans: All
Update 2: Standard note/task titles – this update enables you to set up custom titles that can be tagged into a note or into a task title for quicker logging of notes and tasks.
Plans: Enterprise
Various smaller refinements to make life easier
JOB RECORD
Archived / Cancelled banner: a banner across the top of the timeline has been added to make it clearer when a record has been archived or cancelled.
REPORTING
Export: the report page exports will now include the referral partner “Account manager” in the exported data.