Column Management

• Flexible Items now uses the same column manager as the rest of the app
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• New "All" toggle to turn every column on or off at once
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• Active / Inactive column management on Plan

IT Glue and ConnectWise

• More IT Glue fields available when mapping Configurations
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• Field selection now previews the actual data, with sample values, for both integrations
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• Only field types that will work are offered when mapping IT Glue Configurations

Office 365 Module

• New columns covering security posture, account lifecycle, organizational detail, and mailbox data
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• On by default: User Type, Is Admin, SSPR Registered, Default MFA Method, Mailbox Storage in GB, and Has Archive
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• Others you can turn on when you want them, including Job Title, Department, Manager, MFA Capable, Passwordless Capable, Password Last Changed, and Mailbox Last Activity
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• A select filter on the new columns
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• Note: none of this needs new Microsoft consent. Columns that depend on the client's Microsoft licensing show empty rather than failing.

Integrations

• Each integration shows its sync status and last sync date in the Management Portal
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• NinjaOne no longer asks you to map RAM and OS Type, matching the other data integrations

Design and UX

• Refreshed navigation colour scheme
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• Collapse a row by clicking on it
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• A Filter icon and "Clear all" across the filter menus
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• More colour-coded columns

Roles and Users

• The Builder role can now reach the Marketplace in Settings
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• User management refinements

Fixes and Improvements

• 32 bug fixes across the app

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Assessment Items: How To and Reference Fields (NEW)

• Reference Instructions: a new rich text field on every Assessment Item for step-by-step guidance on how to evaluate the item, so whoever is filling it out knows exactly what to check
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• Reference Link: a separate URL field for pointing to your documentation in SharePoint, IT Glue, Hudu, or anywhere else, rendered as a clickable link

• At-a-glance indicators: each item shows four icons for Description, Health Standard, Reference Instructions, and Reference Link that light up when that field has content, on Reports and in the Template Editor
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• Roomier text fields: Description and Health Standard are now multi-line, so longer content wraps instead of requiring horizontal scrolling

Marketplace: Assessment Spreadsheets (NEW)

• Every template card in the Marketplace now has a Download Excel button, so you can download a template's Assessment as a spreadsheet without getting the template first
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• The spreadsheet covers the template's Assessment only, not the other Report Parts

Office 365 Module

• New "Last Signed In" column showing each user's last Microsoft 365 sign-in, useful for spotting stale accounts and unused licenses. Note that this requires an Azure P1 license or higher.
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• The Status field is renamed to "Contact Status" for clarity

Plan Module

• Redesigned Completed button, plus a new "All" option next to Active and Completed so you can see everything at once
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• The Active view no longer hides items with blank statuses
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• Mass delete for Plan items, including grouped parent and child handling, plus mass select and mass edit fixes

Technology Module

• Source badges are now color-coded by integration, with a neutral gray for unmapped or legacy sources
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• New filter conditions for number columns, and fixes across the expanded filter set: greater than and less than now apply correctly, fast filter options work with operators, and the filter popup stays anchored to its column
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• "Reset to default" is back for single Group columns

Builder Role Refinements

• The Builder role from 9.4 got a full permissions pass: Builders can now manage template parts, dashboard widgets, Technology Module settings, grades, columns, report settings, and Budget and Roadmap part settings everywhere the role should allow

Team Management

• Set MFA per user directly on the Add User form, active by default

Design, Stability, and Fixes

• Continued Arya refinements following the 9.4 streaming release
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• Updated image on the login and registration screens
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• Support chat now loads correctly on custom domains after sign-in
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• Resolved production API errors, an Office 365 part error when contact merging is off, Technology Module group loading errors, and a Configurations field mapping conflict when fields share the same name

Arya Chat Enhancements

• Arya's chat responses now stream in as they're generated instead of appearing all at once, so answers start coming through right away
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• Arya usage limits: account-level caps with usage tracking and a warning as you approach the limit

Technology Module Filtering

• Greatly expanded filtering capabilities in the Technology Module, for both numerical and date filters

Plan Module

• Active / Completed toggle: switch the Plan view between active and completed items

Builder Role (NEW)

• A new Builder role sits between Manager and Editor, with permissions extended across the platform

Design and UX

• Expanded icon library available across the app

NinjaOne Integration (NEW)

• Connect NinjaOne as your PSA, or as a data integration running alongside another PSA

• Brings in your NinjaOne companies, devices, and contacts. Each device type becomes its own Flexible Item Group in the Technology Module
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• See the NinjaOne Integration article for setup

Datto RMM Integration (NEW)

• Connect Datto RMM as a data integration to sync your sites and devices into the Technology Module

• Each device type becomes its own Flexible Item Group, alongside your PSA Configurations
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• See the Datto RMM Integration article for setup

Sign-In Update

• Strategy Overview sign-in has moved to Microsoft Entra, Microsoft's modern identity platform

• The first time you sign in after the update, you'll complete a one-time setup: choose your region, enter your email, and set a password using "Forgot password?"
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• Multi-factor authentication is on by default, with verification codes sent by email. Admins can manage this for their team

Trash for Reports and Plans (NEW)

• Deleted Reports and Plans now move to a Trash section instead of being removed right away

• Restore an item from Trash, or remove it permanently when you're ready

Technology Module Enhancements

• Custom columns: add your own columns to the Technology Module (Flexible Items)

• Internal columns: mark a column as internal so it stays hidden from users with external roles

• Grouping defaults for Configurations: synced Configurations are grouped automatically when they arrive, so onboarding a new integration is faster
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• Product ID (model number) mapping: map a device's model number to Product ID to support warranty lookups that require it, such as certain HP warranties

• Filters in the Flexible Items module are now saved per user, so your view no longer changes when a teammate changes theirs

Budget and Roadmap Enhancements

• Fiscal year: set your fiscal year start in General Settings, with a per-company override. New and draft Budgets follow the fiscal year you choose

Per company:

Account default:

• Default Name and Grade columns now appear on the Budget and Roadmap

Arya AI

• Arya has moved to Azure AI Foundry and now runs on updated GPT models for more capable responses

Office 365 Module

• Filters in the Office 365 module are now saved per user instead of per account

Design and UX

• Empty icons on Plans and Plan Templates now appear only on hover for a cleaner view
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• Beta labels removed across the app

Hudu Integration (NEW)

• Hudu integration: sync companies and Asset Layouts from Hudu into Strategy Overview
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• Works standalone or alongside any supported PSA (ConnectWise, Autotask, Halo, and others)
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• Each Hudu Asset Layout becomes its own Flexible Item Group, with per-layout field selection
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• If your Hudu Asset Layouts include PSA data via Connected Fields, those fields sync through as well
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• See the Hudu Integration article for setup

Flexible Items Chart and Count Widgets (Technology Module)

• Flexible Items Chart widget: visualize Flexible Item data as charts across all scopes (company, strategy, report, template, completed report)
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• Flexible Items Count widget: display count-based metrics with full drilldown support
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• Drilldown data now supports completed reports
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• These widgets replace the older Assets Chart and Assets Count widgets. Existing widgets were migrated automatically
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• See Dashboard and Widgets for placement and configuration

Redesigned Mass Edit

• Redesigned mass edit UI applied on the Flexible Items module and the Plan module
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• Plan mass edit fix: selecting all children no longer auto-selects the parent item

Warranty Enhancements

• Automatic mask generation for new vendors: expanded and stabilized across multiple sprint iterations
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• Apple warranty: emergency patches applied; integration moved toward stable state
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• Inactive items are now excluded from warranty update processing
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• Apple logo added to the Warranty UI

Arya AI Enhancements

• Arya can now use counts of related items as part of the prompt when generating responses
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• AI call activated for the 1 to 5 related items path
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• Status trigger improvement: value options now included in the AI payload when Ask Arya is triggered on the Status field

Plan Module Enhancements

• Adding a Plan Part to a Report is significantly faster: redesigned flow with template selection and other improvements
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• Duplicate Plan template option added to the fast-access templates list
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• Drag behavior on Plan fixed (previously glitchy)
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• Plan item popup closes when clicking empty space below the table
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• Mass edit on Plan: parent item no longer auto-selected when selecting all children
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• Plan item popup click-out behavior fixed: clicking outside now cancels instead of adding
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• Free subscription plans now support up to 5 Plans (raised from 3)
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• Mobile: edit icon removed from Plan mobile view

Flexible Items Enhancements

• Virtual scroll improvements for Flexible Item views on roadmap and budget
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• Default column order restored after import and after "Reset to default" in Flexible Items and the Flexible Items Report Part
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• Ability to open a Flexible Item Group in a new tab via right-click in the groups menu
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• Column checkbox color updated in Flexible Items and the Flexible Items Report Part
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• Class column type: define pre-configured tiers for Flexible Item Groups with labels, colors, and built-in pricing. See Configuring Your Technology Module for setup.
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• Settings > Configurations section has been removed

Streamline and Onboarding Improvements

• Auto-mapping: companies from PSA are now automatically mapped to Data Integration on arrival
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• Auto-relate: Flexible Item Groups are automatically linked to Assessment Items if names match
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• Assessment budget values now parsed to number consistently (UI, API, and data migration script)
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• Unscheduled Budget: new UI and API support for budget items without a scheduled period

Design and UX Enhancements

• Rounded corners applied across the application
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• New loading animation with browser cache implementation
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• "Force sync" button styled white
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• Display mode: increased default width for Site column
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• Dynamic columns on roadmap and budget can now be resized to zero width
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• Review mode label no longer truncates
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• Text areas now support resize
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• Assessment info tooltip: item description shown on hover
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• Present Mode: Edit row above tables is restored (was previously on hover only)
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• 17 grades now fit in an open item without scroll
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• Counter of child elements shown in front of parent on roadmap and budget
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• Favicon updated to non-transparent version
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• Click-out on "Add Report" form cancels instead of submitting

Halo Integration Enhancements

• "Inactive" property now synced to asset status from Halo
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• Primary site determination logic improved for Halo company-site mapping
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• Custom object columns (ID with CF) no longer show the hide (eye) icon

Permissions

• Plan Module: flexible permissions extended to support mass actions
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• Permissions dropdown UI updated after UAT

Performance and Technical Improvements

• API threshold limitations addressed: endpoints and general limits
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• Production API random restart issue resolved
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• Healthchecks added to the API
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• EU client sync to Intercom fixed
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• Log retrieval optimized; old logs flushed
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• DateTimeTryCastNull translation improved for better query reliability
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• Security: HTML injection protection improvements
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• Azure setting enabled to allow single API endpoint instead of IP list (in progress)
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• Flexible Items: technical debt addressed with one centralized place to describe columns
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• Archive models added for statuses and Flexible Item sections
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• Blocking synchronization added on Flexible Item group updates

Flexible Items: Setup Statuses

• Custom Status Configuration: Map integration statuses to Strategy Overview asset statuses (Active, Inactive, Disposed, etc.)
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• 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
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• Automated Status Assignment: New items automatically receive appropriate statuses based on your configuration in Settings > Flexible Items > Statuses
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• Health Score Improvements: Inactive assets are now properly excluded from group health score calculations

Enhanced Warranty Management

• Apple Warranty moved from beta testing to live
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• Multi-Vendor Support: Enhanced support for HP/HPE, Acer, Asus, Lenovo, and Dell warranty lookups

Sites Mapping Logic Enhancements

• Improved mapping logic for matching imported site data to your existing site structure to avoid duplicates
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• Sites sync from IT Glue
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• Links to fast-open sites on click by site icon in integration system

Flexible Items Enhancements

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

Improvements

• Filtering: Added "does not equal" and "does not contain" operators for text-based filters
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• Plan filters are now saved per-plan rather than per-user, ensuring consistent filtering across team members
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• New ticket permission system: users can now be restricted to viewing only their own tickets or granted access to all tickets (user setting page)
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• Flexible Roadmap: Added ability to reorder sources (Plan, Assessment, Technology) directly from reports
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• Improved schedule module width to properly fit screen dimensions
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• Enhanced Marketplace "Get Template" button placement and Template type placement
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• Better responsive header alignment across the application

Performance & Technical Improvements

• Improved overall system performance through modernization and adoption of newer language features
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• Optimized report display and rendering performance, supported by enhanced profiling capabilities
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• Increased write performance for Flexible Items to improve speed and reliability
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• Enhanced integration observability services to provide better monitoring and troubleshooting support
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• Strengthened database encryption to improve security for sensitive information
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• Improved handling and storage of flexible item column value data
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• Added better auditable column management support within database migrations
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• Consolidated Payment and Settings API functionality into the User API for improved structure and maintainability

Technology Module Enhancements

• PSA assets migrated into Technology (Flexible Items) Module and Part
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• Custom columns: Smart Memory, Age
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• Sections to group items
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• New roadmap customizations allowing picking columns

Flexible Roadmap (NEW)

• New Flexible Roadmap Part now pulls budget numbers from Plan, Assessment, & Technology
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• New design
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• New roadmap customizations allowing picking columns and more

Flexible Budget (NEW)

• New Flexible Budget Part now pulls budget numbers from Plan, Assessment, & Technology
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• New filtering and other advanced settings

Warranty Enhancements

• Warranty advanced settings
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• Warranty for IT Glue Configurations
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• Apple warranties in beta

Plan Enhancements

• Site column
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• Mass-reorder
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• Saving plan in completed report
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• Separate URL for Plan item for link sharing convenience

Other Enhancements

• New login screen
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• 800+ enhancements total