july 2026 release notes

These release notes summarize the new features, latest updates, and bug fixes from this month in Neostella platform. 

For detailed information of product-specific changes, please visit our Help Center articles.
 

july 29th to 31st 

communications

Organization contacts available for SMS The "To" field when sending an SMS now includes both Person and Organization contacts, not just individuals.

core

Permission tags replace the "Related" access level Access to Projects and Leads can now be granted or restricted using permission tags. Access is no longer determined by whether a user is "related" to a project — visibility and permissions are now set explicitly via tags instead.

Sub-object-linked contacts now appear correctly everywhere The Project Contacts list now includes contacts linked through a project's sub-objects (e.g. a contact tied to a Settlement record), not just contacts linked directly to the project — and the reverse is also true for a contact's related-projects list. Each sub-object-linked contact is labeled with its source object and field for clarity (e.g. "Settlement: Payer"). This also fixes missing recipients in the Email/SMS/Fax "To" dropdown, which previously only showed directly linked contacts.

documents

	Select multiple documents to generate a share link Users can now select multiple documents at once and generate a single shareable link for the group, instead of creating separate links one at a time.
	Dedicated page to view and download shared documents Recipients of a share link now land on a dedicated page where they can view and download the shared documents.
	View all share links for a document Users can now see every share link a given document is connected to, making it easier to track and manage existing links.

explore

	"Is Null" / "Is Not Null" filters for Date and Relationship fields Report Builder now supports Is Null and Is Not Null filter operators on Date and Relationship fields, making it easy to build reports that identify records with missing values or unassigned relationships.
	Faster field and column selection in Report Builder Loading available fields and related objects after selecting a target object in Reports and Advanced Search is now faster, thanks to improved schema metadata loading — with no change to existing objects, fields, relationships, permissions, or field ordering.
	Deleted records excluded from Quick Search Quick Search no longer returns deleted objects in its results, so users are less likely to open records that are no longer valid.

july 25th to 28th

adoption

	Remove Trash Can Icon from Subobjects:  The trash can icon on subobjects has been removed from the canvas; users can now delete subobjects using a keyboard command instead.
	Mapping creation confirmation message:  Users now see a confirmation message immediately after successfully creating a mapping, making it clear the action was completed.
	Canvas toolbar tooltips aligned with platform standard: Toolbar button tooltips on the canvas have been updated to match the same style used across the rest of the platform.

automations

	Map JSON list item types:  The Map JSON Fields action now supports mapping JSON arrays (is_list data types), allowing users to access and map values from list elements within a JSON payload. This expands the types of data that can be passed between automation steps.
	Natural-language CRON Expression Builder for time-based Starting Rules:  When creating a time-based starting rule, users can now set up a CRON schedule using natural language instead of writing the expression directly.

communications

	Feature flag for Fax visibility:  Users can view faxes for projects or leads they're assigned to, or have access to via permissions. Unassigned faxes are shown to users with the relevant permission via the new feature flag.
	Project email copy shows project name:  Copying a project or lead email address to the clipboard now pastes the project name alongside the email, instead of the project ID.
	Cancel button for SMS drawer:  An icon has been added to close the SMS drawer.

core

	Permissions Matrix: Archive/Delete precedence fix + bulk assignment:  The contextual permissions matrix has been reinstated with corrected Archive/Delete precedence logic, along with the ability to perform bulk access-level assignments.
	"Don't ask again" now persists tenant selection:  Fixed a bug where the "Don't ask me again" option on the tenant selection screen wasn't being respected, which had been forcing users to re-select their tenant on every login.
	Deleted contacts no longer linger in the list:  Fixed a bug where a deleted Contact would still appear in the contacts list after successful deletion, only showing an error when clicked.

customization

	Auto-populate context in shared object relationship fields:  When selecting a record from a shared object relationship field, the platform now automatically detects the user's current context and pre-populates the context selector, reducing the steps needed to select a related record.
	Hidden chips indicator in grid columns:  Grid columns showing list fields as chips now display a count indicator when chips are hidden due to column width, with a hover action to reveal the full list.
	Convert a MergeField back to a Text field:  Administrators can now revert a MergeField back to a standard editable Text field by removing the computed value driving the merge behavior.
	Yes/No labels replace check marks and Xs:  Boolean fields in grid columns now display plain "Yes" / "No" text labels instead of check mark and X icons, improving readability.
	Resize columns by drag and drop in the view builder:  Administrators can now adjust column widths visually with a drag-and-drop resize handle, replacing the previous numeric-entry method.

july 22nd to 24th
 

adoption

System User as Created By / Updated By for Documents: Documents created or updated through automated processes now correctly attribute the action to a System User, instead of leaving Created By / Updated By blank or inaccurate.

automations

Leads as a context for custom object records:  Automations can now use a Lead — not just a Project — as the context when creating or updating a custom object record, extending automation coverage to lead-based workflows.

communications

	Clean phone numbers for fax:  Special characters are now automatically removed from a phone number before a fax is sent.
	Organization contacts available for Email and Fax:  The "To" field when sending an Email or Fax now includes both Person and Organization contacts, not just individuals.
	MS account emails keep their selected context:  When an email is sent from a Microsoft account with a Project or Lead selected, that context is now preserved instead of being overridden by association rules.

documents

Display .eml files in a custom viewer:  Email (.eml) files can now be previewed directly in a dedicated in-platform viewer instead of requiring download.

explore

Icons in Quick Search results:  Quick Search results now display an icon per record type (Projects, Contacts, Companies, Matters, and others), making it easier to scan and identify the desired result at a glance instead of relying on text alone.

july 15th to 21st

automations

	Action: Send SMS (without template) Automation Builder users can now send SMS messages directly from automation workflows, enabling personalized and timely communication with contacts.
	Action: Create a folder Automation Builder users can create one or multiple document folders directly within automation workflows, allowing documents to be automatically organized and stored as part of business processes without manual intervention.

communications

	Fax UI Improvements: Users can view the history of different fax statuses, including details when a fax fails to send.
	View fax details: Clicking any field on a fax line now opens the inbound and outbound fax details.
	Update filters with the new UI: Filtering has been updated to align with the user experience used elsewhere in the app.

core

Click-through navigation from Contact to Project: Users can now click on any Project listed on a Contact's detail page to navigate directly to that Project's view, eliminating the need to search for it manually.

customizations

	Resize columns by drag and drop in the view builder: Administrators can now adjust column widths visually with a drag-and-drop resize handle, replacing the previous numeric-entry method.
	Calendar Widget for Views: Administrators can embed a calendar widget inside a view, displaying events linked to the project or lead where the view is deployed. End users can filter events by time range and type without leaving the view.

documents

	Display pre-populated Text Fields in the signing experience: Text fields pre-populated from case or object data now render correctly when signing an envelope generated from a PDF Form template, instead of only showing signature fields.
	Multiple date formats for TODAY in the Word Add-In: Users can now choose the date format used when inserting the TODAY system variable, matching the format options already available for other date variables.
	DocGen Cherry Pick — review panel before document generation: A new review panel lets users see all object records and fields that will be inserted into a document before generation, and remove unwanted records from multi-record object types (e.g. multiple expenses or medical bills) prior to confirming.
	WAI Document Naming Configuration: A new Document Naming Configuration section in the Word Add-In's Save Template modal lets users define how generated documents are named, combining field tags and free text similar to the existing Conditional Builder.

explore

	External domain report sharing: Reports can now be shared with users outside the Neostella domain, removing the previous domain restriction and enabling collaboration with external users.
	Yes/No/Unknown filtering support: Explore and Reporting now expose the "Unknown" option wherever users filter or report on three-state Yes/No fields, so records with unknown values can be accurately searched and reported on.

finance

	Task Type permissions simplified: Task types are now always available when logging time entries, regardless of "View" permission. The "Create" permission now controls both visibility and creation of task types.
	Time entries locked after invoicing: Once a time entry has been added to an invoice, it can no longer be edited or deleted, regardless of invoice status, keeping invoiced data accurate and consistent.
	Products & Services now support fixed charges on Projects: Products and Services can be configured with a default rate, letting finance users define standard pricing once and apply it consistently as fixed charges across projects.

intake

Lead Duplicate Validation: The platform now prevents creation of exact-duplicate Leads submitted through the API (e.g. from retries or duplicate integration events), reducing manual cleanup for Intake Specialists. This first iteration covers exact matches only, not business-level/partial duplicates.

workflows

	Multiselect field values fully displayed in task text: Task names and instructions that reference a multiselect field now show all selected values instead of just one, keeping task details complete for whoever picks up the task.
	Faster, more reliable rule evaluation at scale: Workflow rules now gather all values needed to evaluate their conditions in a single pass, removing slowdowns and timeout risk when processing large numbers of records.
	Deleting a canvas path no longer damages templates: Previously, deleting a connection between steps while building a workflow could corrupt the template and make it permanently un-openable. This is now fixed, protecting in-progress workflow designs from being lost.

july 7th to 14th

adoption

Internal improvements to how import batches are handled based on physical file size. This update does not impact the user experience.

automations

	Document tagging in automation flows Users can add and remove tags from a document as part of an automation flow.
	Generate Document from Template automation action As an automation action, users can create a document using predefined templates.
	Internal improvements to document ID retrieval and default Object ID/Object Type setup for object outputs. These updates do not impact the user experience.

communications

	Hide sender's name for Microsoft-based emails The sender's name can now be hidden when sending emails from a Microsoft account.
	Mailroom email address Emails sent to a tenant's mailroom account (e.g., tenantname@staging.tejo.io) are now received and displayed under Context: Cases or Intake > Communication > Email, in the Unassigned filter. From there, the email can be assigned to the appropriate context.

core

	Permission Sets — matrix view restored The Permission Sets view has reverted from the tree view back to the matrix layout. Existing permission data and functionality are unaffected.
	Filter by role on the assigned users endpoint The "assigned users by project" endpoint now supports filtering results by role, using either the role name or role ID. Behavior is unchanged when no filter is applied.
	Cleaner Quick Search bar The "Show Archived" checkbox in Quick Search is now hidden by default and only appears when the search field is focused or has an active query.
	"Import Users" option removed The Import Users option has been removed from the Users module.
	Permission-aware search Search results and suggestions are now filtered by the user's permissions — users will only see records they have access to when searching across projects, organizations, and contacts.

customizations

	Increased template limit on document generation buttons The number of templates that can be associated with a document generation button was increased to 20.
	Faster relationship field configuration Schema options for relationship fields now load quickly and reliably, even in tenants with large schemas, removing previous timeouts during configuration.
	Progressive field loading in Form Builder Fields in the form builder now load progressively, so administrators can start configuring forms immediately instead of waiting for all fields to load at once.
	Filtering on card components Users can now filter records displayed within card components, making it easier to find and narrow down large sets of records.
	Internal improvements ensure that schema changes (modifying, renaming, deleting, or archiving a field) are consistently propagated to existing operational data. This update does not impact the user experience directly.

documents

	Manual signing-link distribution for Envelopes When sending an envelope for signature, users can now choose whether notification emails are sent to signers, and can view and copy each signer's signing URL for manual distribution.
	Generate & copy signing URL from Envelope Details A new "Generate and Copy URL" action lets staff generate and copy a signer's signing URL directly from the Envelope Details panel.
	Improved mobile signing experience The Envelope signing UI is now responsive, providing a smoother signing experience on mobile devices.
	Enhanced PDF Form signature field configuration The PDF Form Template settings step now supports grouped source object selection, field mapping from related context objects, clearer labeling of each field's source, expiration configuration, and field assignment validation.
	Tagging for Envelopes Envelopes can now be tagged and filtered using the same tagging component already used for documents, managed individually from the Envelope Details panel.

explore

	Accurate column restoration when editing or copying reports Explore now correctly restores all previously selected columns — including nested fields — when a saved report is opened via Edit Report or Copy as New.
	Minimum schedule frequency enforced Scheduled report executions can no longer be configured to run more often than every 5 minutes, protecting platform stability.
	Tenant-level Quick Search configuration Quick Search configuration now lives in each tenant's own database rather than a shared global database, improving data isolation and scalability.
	Human-readable schedule descriptions Report schedules now display a plain-language description alongside the CRON expression, making it easier to understand when a report is set to run.

finance

Edit draft invoices Finance users can edit any draft invoice before sending, including updating details and adding or removing line items from the same account. The invoice summary recalculates automatically with every change, and the invoice remains in Draft status until the user sends it.

workflows

	Task status dropdown Users can change a task's status from a single dropdown on the task instead of using separate buttons. The dropdown only offers valid status changes and explains why an unavailable option is blocked.
	Stop a running workflow execution Users can stop a workflow execution directly from any execution list, with a confirmation step that explains what happens to open tasks before the stop goes through.
	Select and delete a connection on the canvas Users can click a connection between two steps, see it clearly highlighted, and remove it with a single click, with a quick way to undo the deletion.
	Bulk edit due dates and priorities Users can update due dates and priorities for multiple tasks at once from the "All Tasks" view instead of editing each task individually.
	Rule scope for the Waiting Rule A new setting controls whether a step reacts to any activity in its surrounding context or only to the exact record that started the run, reducing accidental or confusing executions.
	Leads added to task filters "Leads" is now available as a context type in task filters and the context name dropdown.
	List of documents uploaded through a task Users can see all documents uploaded through a task in one place instead of digging through the task history.
	Retrieve task documents via API GET /task/{id} now returns the documents linked to a task, including whether each one is still active or has been removed.
	Richer task activity history Task activity history now shows more consistent, detailed event content across all event types, including an expandable panel showing the candidate pool behind automatic assignment decisions.
	Intermediate rule history in the instance view Users can see how an intermediate rule evaluated conditions and routed work directly within the workflow instance view, making troubleshooting and audits faster.
	Completion group connections render correctly on first try New connections in a completion group no longer appear hidden until the page is reloaded.
	Pinned tasks no longer fail silently Pinning an assigned task no longer hangs or hides its error message behind the task.
	Completion rule transfer lists resize properly  Finish-point lists in completion groups now grow to fill available space instead of being locked to a fixed height, keeping validation messages visible.
	Next available task respects assignee scope and priority Requesting the next available task now correctly limits results to tasks the user is allowed to handle, and returns the highest-priority task first.
	Path label alignment in task node sidebar Alignment and spacing of the inline field next to a path label have been corrected for a cleaner path editor.
	Duplicated paths no longer share the same ID Duplicating a path no longer clones its ID, preventing connection issues between the new path and subsequent elements.
	Duplicating a task node with multiple paths Duplicating a step with multiple outcome paths no longer fails with a validation error.
	Comment option temporarily hidden on workflow nodes The "Add Comment" option on workflow nodes is hidden while the feature is still in progress, to keep the menu clean. It will return once complete.
	Task sidebar stays open while navigating views The task sidebar now remains open as users move between views, keeping task details visible instead of closing on every navigation.

july 4th to 6th

adoption

	Reorganized field mappings Multi-object field mappings can now be organized more clearly, reducing confusion when working with large or complex mapping canvases.
	Resend welcome email for password reset Supports migrating users ahead of go-live and activating them only when the customer is ready.
	Fixed a data conditional import issue affecting Persons and Organizations.

automations

	Support for attachments in the Send Email automation action Automated emails can now include file attachments.
	Generic (REST API) HTTP actions Two new automation actions let users call external GET and POST endpoints directly from a workflow.

communications

	Fax capabilities expanded: Track sent, received, and related faxes directly in the record's Activity Feed. Select attachments through folders when sending a fax, instead of only individual files. Assign or update the project or lead associated with a fax. The system now automatically associates an inbound fax with a project or lead when the contact belongs to only one. Fax attachments are now capped so the total selected files can't exceed 49 MB.
	Notifications panel expand button A new button lets users expand the Notifications panel to view notification details more easily.
	Fixed an error that appeared when accessing the calendar view from a lead's context.
	Fixed an issue where switching from SMS to fax did not reload the sender's phone number.
	Fixed a UI issue where the "from" address dropdown in Quick Add Email overflowed the window when scrolling.
	Fixed an issue where calendar events were not visible to all tenant attendees.
	Fixed date/time validation so an end date/time can no longer be set earlier than the start; underlying datetime format standardized to ISO.
	Fixed an issue where reopening a message thread did not redirect the user to it while staying in the Messages view.

core

	Contact Merge action Users with merge permissions can now merge duplicate Contact records into a single master record. Conflicting field values are surfaced for manual review — nothing is overwritten automatically — and all sub-objects, relationships, communications, and notes from both contacts carry over to the master. Contacts linked to platform users can't be merged this way, and once confirmed, a merge can't be undone.
	SSO auto-provisioning Users logging in for the first time via SSO are now automatically provisioned an account, removing the need for manual pre-registration, and are assigned to a default group with a controlled, limited-access permission baseline.
	Tag-based permissions enforced on Contacts and Documents Access to Contacts and Documents is now strictly governed by tag permissions configured by administrators — covering list views, direct API updates/deletes, and object-specific permission scopes (e.g., Own/Related/Any) — so end users only interact with records they're authorized to see or edit.

customization

	System field indicators Fields created by the system are now visually flagged in the object builder, giving administrators immediate clarity on which fields they can safely modify or delete.
	Bidirectional relationships Administrators can now configure, create, synchronize, and disable bidirectional relationships between records at the schema level, keeping related records in sync on both sides and improving navigation across connected entities.
	Global Objects support type-based forms Administrators can now assign specific forms to each Global Object type so the correct form displays automatically based on the record's type.
	Auto-hide fields linked to inactive objects Relationship fields tied to a deactivated object are now automatically hidden, preventing end users from hitting errors or missing data.
	Views and Components restricted to active fields Archived or hidden fields can no longer be selected when configuring a view or component, preventing broken or empty columns.
	Fixed relationship data not synchronizing correctly when a bidirectional relationship was created on top of an existing relationship.
	Fixed an issue that allowed a Global Object record to be modified from any project when it should have been restricted to one record per Global Object.
	Fixed an issue preventing a field group from being created after the first transaction.
	Fixed a server error when filtering Components by type (Button, Chart, Table, Card) in Schema > Views.
	Fixed an issue where deleting one side of a bidirectional-linked field also deleted the entire linked object instead of just the field.
	Fixed the Global Item form appearing empty when opened from a relationship field.
	Fixed Global Objects not saving their configured display options (card, search, table).
	Fixed an error rendering a view after adding a numeric calculation field.
	Fixed the ADD_DAYS calculation function not working correctly.
	Fixed calculated field conditions not triggering the correct output for text fields.
	Fixed conditional expressions in calculated fields not evaluating decimal values correctly.
	Fixed Global Object deletion not working properly.
	Fixed required fields missing from the form's conditional logic builder.
	Fixed the Name row not respecting its configured position in table components.
	Fixed the percentage field type displaying incorrect values in Projects merge fields and object grids.
	Fixed a List field only displaying the first saved instance in the grid.

documents

	Tag and document type assignment on upload: A new modal in the document upload flow lets users assign tags and a document type at the time of upload, reducing post-upload classification work.
	PDF Forms now generate an envelope: Generating a document from a PDF Template now creates an envelope (instead of a standalone signing session), defining signers on that envelope and sending Signature Request emails through the same consistent workflow used elsewhere.
	Faster fact editing: Clicking directly on a Fact's text now jumps straight into the editable field, removing the extra step of navigating to the Edit tab.
	Templates can be opened in SharePoint: Templates now support the same SharePoint editing experience already available for Documents.
	Click-through from Facts to source documents: Clicking a Fact in the grid now redirects users to its associated document.
	Removed the Signature tabs from Docs grids and detail panels.
	Fixed envelope content progress resetting when switching between documents in a signing session.
	Fixed signer form labels rendering incorrectly after a registered contact was deleted.
	Fixed the Submit button remaining enabled after removing a required signature or initials field during signing.

workflows

Fixed get_next_available_task_for_user so it now respects the requesting user's assignee scope and returns tasks in the correct (highest-priority-first) order, instead of ignoring scope and reversing priority.

july 2nd and 3rd
 

ai

AI Search Bracket Notation and Operator Support AI search now supports bracket notation and all operators when searching for persons and organizations.

core

	Apply permissions on Non-Contextual Documents Admins can now control access to non-contextual Documents (documents not linked to any project or lead) through the standard permission set. View, Create, Edit, Delete, and Share permissions each independently govern what users can see and do within the Documents section of the Cases workspace — including visibility of the menu itself, available actions, and editable fields.
	Tag-based permissions not enforced for Edit/Delete: Fixed an issue where users could still edit or delete documents with a tag-based permission explicitly set to deny Edit/Delete access.
	Documents permissions wrapper fails (View/Create/Edit): Fixed a conflict where enabling full Document permissions at the Project level would override more restrictive Control Center permission settings, incorrectly allowing users to View, Create, and Edit documents they shouldn't have access to.

customization

Unable to load view error on custom object in organization: Fixed an error that prevented users from opening custom objects (e.g., the Engagements object) from an Organization record, which occurred even when using a newly created form.