Billing Portal, Simple Time for CW, and Mass 1stream sync
Billing Portal for Direct Partners
For direct partners only, distribution channel partners still use their distributors portal.
In order to streamline the process for retrieving your invoices and updating payment methods, we've setup a new billing portal where you can setup an account and view all these details in one place.
The primary billing contact on the account can visit Partners > Direct Billing Portal to register using their email address, and then view any previous invoices, view current subscriptions, and update payment methods.

Simple Time Entry for ConnectWise
Requires 1stream Core or higher
Users of ConnectWise will find a new option in their administration menu, Use Simple Time Entry. When this is enabled, the time entry for ConnectWise will switch to a simple rounded dropdown including 0.25/0.5/0.75/1 as options.
This allows your team to rapidly submit time entries when your company is dealing with rounded time entries, instead of having to math out the 15 minutes in their head.
Mass 1stream Sync
A longstanding feature request, we've now added the ability for you to mass-sync 1stream users so you no longer have to click each extension one by one to sync them over or correct any licensing discrepancies.
Simply go to Bulk Management > Mass 1stream Health Check and it will run through and ensure all your users are properly configured.

Quality of Life and Bug Fixes
- The Notes field for HaloPSA tickets has been adjusted to create new actions, instead of simply editing the initial note. This was a legacy limitation that HaloPSA has since removed.
- All icons/links on the Control portal left navbar have been updated to improve clarity and reduce whitespace. This should make it easier to find what you're looking for within a menu with the increase in items.
- We've disabled the contact information fields in the PIN Verification window so they can no longer be edited. This is to reduce the risk of someone getting socially engineered to change the contact information you're verifying against.
- Additional phone number fields are being cached for HaloPSA to ensure we're tracking all possible numbers that may be in use.
- Our team has corrected a bug with the Manage Wallboard Message menu which prevented admin users from opening it properly.
- We've corrected the CRMCompanyID field in the GetCallLogs API endpoint to return the correct company ID value instead of the contacts.
- An issue with Keap (fka InfusionSoft) was corrected where transcription and recording were not properly attaching to contacts.
- A bug was corrected with the Wallboard Messaging where it would not properly show on the wallboard when configured.
- We corrected an issue with HaloPSA Contact Notes where they were not saving properly
- One customer reported an issue with Contact Priority Routing where it was incorrectly looking at the territory for a contact when that was not configured, and the root cause of that bug has been corrected.
- The MakeCall click to dial calls were not properly recording in the 1stream frontend UI, and that has been corrected. Historical calls will still not show, but calls going forward should.
- The built-in login page would throw a 504 error when a system service partially failed, but not enough to trigger monitoring and corrections. The root cause of the failure has been corrected.
- Additional monitoring has been added, and is continuing to be added, to increase visibility and reduce lead time on fixing partial crashes/lock ups such as the one above.
FFotW: New Client Checklist
Forgotten Feature of the Week
A lot of long term partners that we've spoken to in the last few months have been shocked to learn that we have such a robust checklist built out for onboarding new phone systems. This was released mid-last year and is used by our Implementation Team for all new partner onboards.

Each question has an associated setup document as well from our Knowledge Base, so you can quickly run through this line by line to configure a system.
You can also strip out all the bvoip specific information and send this off to your end customer, and once they fill it out you can onboard them into bvoip without 5+ meetings to figure things out.
Existing bvoip partners can find this document inside their admin panels at the path below.