Know Your Customer — Intelligent Company Resolution and CSM Auto-Assignment
New Features
- Company Resolution Pipeline: Introduced a full multi-stage company resolution chain that automatically identifies and associates incoming tickets with the correct company using normalized exact matching, fuzzy matching via thefuzz, MrSignIn GetUserAttributes API lookup with RSA 4096-bit encryption, and auto-creation of unverified companies as a final fallback. Resolution metadata is stored on each ticket for full traceability.
- Company Resolution Test Tool: Added an interactive test tool to tenant settings featuring an email input and Test Resolution button that runs the full resolution chain and displays the matched company name, resolution method, confidence score, assigned CSM, or error inline.
Feature Updates
- Webhook Tenant Info: Webhook payloads now include tenant_id and tenant_name fields, providing multi-tenant consumers with the context needed to correctly route and process incoming events.
- Company Admin Enhancements: Added unverified company filter, verify action, and merge capability to the company admin panel for managing auto-created and unverified company records.
- Tenant Settings Section: Added a dedicated tenant settings section to the admin UI, housing company resolution configuration including fuzzy match thresholds and MrSignIn integration controls.
- CSM Auto-Assignment: Tickets are now automatically assigned to the designated Customer Success Manager (CSM) via CompanyStaffRep role lookup during ticket creation, eliminating manual routing for known accounts.
Feature Enhancements
- Ticket Detail — Company Resolution Info: Ticket detail views now display resolution metadata and include an Assign Company modal, giving support staff visibility into how a company was matched and the ability to manually override when needed.
- Ticket Queue — Company Column: Added a Company column to the ticket queue for at-a-glance company context across all open tickets.
- MrSignIn API Client: Implemented a full MrSignIn API client with RSA encryption, Django cache integration, and graceful skip mode for environments where the integration is unavailable.
Bug Fixes
- Fixed AC2 callback URL scheme from HTTP to HTTPS for alpha.accountconsole.com.
Release List
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Read First, Edit When Ready — Smarter Markdown Preview Behavior
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More Power in Every View — Dataset Interactivity and Scrum Role Overrides
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No More Ghost Tasks — Orphaned Work Items Are Now Manageable
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Always in the Know — Live Alert Polling and Project Short Descriptions
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Tidying Up — Code Cleanup
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Messages, Front and Center — Smarter Notification Routing in the Alerts Panel
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Quiet but Critical — Targeted Stability Fixes
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Hardened, Cleaner, and More Capable — Security, Code Quality, and New Workflow Features
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Velocity, Visibility, and Smarter Linking — A Power Release for Teams
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Keeping the Lights On — AC2 Callback Fix
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Smarter AI, Richer Projects, and a Fully Redesigned Alert Experience
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Priority Clarity — Industry-Standard P1 Convention, Smarter Projects, and Cross-Context Work Items
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Icons Rendered, Cache Cleared — FontAwesome Kit Cache Busting
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Locked Down and Leveled Up — Billing Security, Tenant Isolation, and Pro/Basic Classification
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See the Whole Picture — Kanban Views, Stakeholders, and Billing Telemetry
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No More Accidental Saves — Smarter Button State in Work Item Modals
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Deeper Knowledge — Glossary Domains, Footnotes, and Markdown Resources
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Knowledge at Your Fingertips — Introducing the Resources Section
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Approval First — Client Prerequisites, Priority Accountability, and Webhook Reliability
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Smarter Badges, Scoped Keys — Source Tracking and API Permissions Get an Upgrade
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Clean Queue, Clear Controls — Ticket Archiving, Deletion, and Integration Fixes
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No More Timeouts — Background Webhooks and Smarter Integration Controls
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Attach More, Organize Better — Expanded Attachments and Support Form Categories
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Precision Under the Hood — Metrics Accuracy and Sprint Board Performance
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Deliver Faster, Adapt Smarter, Grow with Impact — Welcome to scrumRithm™ 2.0
