> For the complete documentation index, see [llms.txt](https://help.sodastream.sopro.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sodastream.sopro.io/1.127.00-07.07.2026.md).

# 🚀 1.127.00 (07.07.2026)

### 🖥️ Client Portal Updates

#### **📈 Update: Reintroduce Email Profile filtering in Reports&#x20;**<mark style="color:$warning;">**#Ops**</mark> <mark style="color:$primary;">**#CS**</mark> <mark style="color:$danger;">**#CX**</mark>

As we've restricted access to the Old Reporting page, and the new Reporting page only allowed users to filter by Sales Agent, campaigns that had multiple approaches or email profiles assigned to the same agent, could not isolate performance data for a specific approach, creating a gap compared to the legacy reports.

**What's changed:**

✔ A new **"Email Group"** tab has been added to the Reports filter panel.

✔ Users can now search for and select specific **active Email Profiles** to include or exclude.

✔ All report widgets (Performance by Month, Seniority, etc.) and exports now respect the selected Email Profile filter.

✔ Filter selections persist during the session and can be reset to default (all active profiles) with one click.

**Impact:**

Restores granular reporting capabilities, allowing CS and Ops teams to provide more detailed performance analysis for specific campaign approaches.

#### **📊 Update: Limit Engage Performance Graphs to Last 6 Months&#x20;**<mark style="color:$warning;">**#Ops**</mark> <mark style="color:$primary;">**#CS**</mark> <mark style="color:$danger;">**#CX**</mark>

Engage performance graphs previously showed all historical activity.

For long-standing clients, this resulted in cluttered visuals and often led to unnecessary discussions about old performance data that was no longer relevant to current strategies.

**What's changed:**

✔ The default view for both **Email and LinkedIn Performance graphs** is now limited to the last 6 months.

✔ Historical data remains in the system but is hidden from the default view to keep the interface clean.

✔ Graphs automatically adjust for newer clients with less than 6 months of data.

**Impact:**

Provides a more focused and relevant narrative during client review calls by highlighting recent performance trends without the clutter of legacy data.

#### 🔍 Update: Enhanced Prospect Table Columns & Exports <mark style="color:$warning;">**#Ops**</mark> <mark style="color:$primary;">**#CS**</mark> <mark style="color:$danger;">**#CX**</mark> <a href="#update-enhanced-prospect-table-columns-and-exports-product" id="update-enhanced-prospect-table-columns-and-exports-product"></a>

**What was happening**

Users were unable to see Company Industry or Company Size directly in the Prospects table.

Furthermore, the "Export All" function didn't include critical fields like "Stage" or "Unsubscribed" status.

**What's changed:**

✔ **Company Industry** and **Company Size** are now available as selectable columns in the Prospects UI.

✔ The **"Export All"** feature now includes all available columns, including **Stage**, **Domain**, and **Unsubscribed** (Yes/No).

✔ Fixed an issue where the **Prospect Email** was missing from "Current Selection" exports.

**Impact:**

Better context for qualifying prospects and more robust data exports for external CRM processing.

#### 🐞 Bug Fix: Report Lead Links Now Apply Prospect Filters <mark style="color:$warning;">**#Ops**</mark> <mark style="color:$primary;">**#CS**</mark> <mark style="color:$danger;">**#CX**</mark> <a href="#update-report-lead-links-now-apply-prospect-filters-cs-product" id="update-report-lead-links-now-apply-prospect-filters-cs-product"></a>

**What was happening?**

In the "Performance by Month" report, clicking on a lead count hyperlink (e.g., Positive Responses) redirected users to the Prospects page, but it failed to apply any filters.

Users had to manually re-filter to find the specific prospects they just clicked on.

**What's changed:**

✔ Clicking a lead count now automatically applies the **Lead Type** and **Reporting Month** filters on the Prospects page.

**Impact:**

Seamless navigation between high-level reports and granular prospect data, saving time and reducing manual filtering.

#### 🐞 Bug Fix: Portal UI & Navigation Maintenance <mark style="color:$warning;">**#Ops**</mark> <mark style="color:$primary;">**#CS**</mark> <mark style="color:$danger;">**#CX**</mark> <a href="#bug-fix-portal-ui-and-navigation-maintenance-cx" id="bug-fix-portal-ui-and-navigation-maintenance-cx"></a>

**What was the issue?**

Several UI bugs were affecting the Portal user experience.

**What has been fixed:**

✔ Utility icons and dropdowns now correctly close when clicking outside the window.

✔ Restored the side-modal functionality when clicking prospects in the Company Timeline.

✔ Removed "Undelivered" status from the Response Type column to prevent confusion.

✔ Fixed a bug where anonymous visits were incorrectly displayed when filtering the company timeline by specific avatars.

**Impact:**

A smoother, more professional interface with fewer navigation "dead-ends" and clearer data presentation.

#### 🐞 Bug Fix: **CP Web Tracking Setup - Returning Interest Days&#x20;**<mark style="color:$warning;">**#Ops**</mark> <mark style="color:$primary;">**#CS**</mark> <mark style="color:$danger;">**#CX**</mark>

**What was happening?**

The label for the Returning Interest days field incorrectly suggested a range of 1-365 days, even though the system requires a minimum of 28 days to function correctly.

**What's changed:**

✔ The instructional label has been updated to: **"Enter number of days (28-365)"**.

**Impact:**

Prevents user error during web tracking setup by providing clear, accurate input requirements.

### SodaStream Updates <a href="#sodastream-updates" id="sodastream-updates"></a>

#### 📋 Update: Client Management - Service End Dates & Termination Dates now displayed in SS <mark style="color:$warning;">**#Ops**</mark> <mark style="color:$primary;">**#CS**</mark> <mark style="color:green;">#Finance</mark> <a href="#update-client-management-service-and-termination-dates-ops-cs-finance" id="update-client-management-service-and-termination-dates-ops-cs-finance"></a>

CS, Ops, and Finance teams lacked a centralized place in SodaStream to view Client Termination and Service End dates, especially once a client moved to "Inactive" status.

**What's changed:**

✔ Two new columns, **Termination Date** and **Service End Date**, have been added to the Client Management table (<https://sodastream.sopro.io/Clients>).

✔ These dates are now visible for all clients, regardless of status (Active, Notice Period, or Inactive).

✔ The dates are also displayed within the **Client Status** tab for inactive clients.

**Impact:**

Improved visibility for internal stakeholders to track contract lifecycles and service periods.

#### 🛑 Update: Termination Reasons now introduced in Sodastream <mark style="color:$warning;">**#Ops**</mark> <mark style="color:$primary;">**#CS**</mark> <a href="#update-mandatory-termination-reasons-for-client-offboarding-cs-ops" id="update-mandatory-termination-reasons-for-client-offboarding-cs-ops"></a>

Churn reasons were being tracked in Planhat but not in SodaStream, leading to fragmented data.

There was no mandatory field to capture *why* a client was leaving during the termination process.

**What's changed:**

✔ A new mandatory **Primary Termination Reason** dropdown has been added to the termination modal.

✔ If "Other" is selected, a mandatory **Description** box appears.

✔ A **Secondary Termination Reason** (optional) has also been added.

✔ All captured reasons and descriptions now **sync directly to Planhat**.

**Impact:**

Centralized churn data and better reporting on why clients terminate, helping the business identify areas for improvement.

#### 📧 Update: Sales Agent Inclusion in LIO Cookie Error Alerts <mark style="color:$warning;">**#Ops**</mark> <a href="#update-sales-agent-inclusion-in-lio-cookie-error-alerts-ops" id="update-sales-agent-inclusion-in-lio-cookie-error-alerts-ops"></a>

**What was happening?**

For campaigns with multiple Sales Agents, LinkedIn Cookie Error notifications didn't specify *which* agent's cookie had expired, leading to delays in fixing the issue.

**What's changed:**

✔ The **Sales Agent name** is now dynamically included in the LinkedIn Cookie Error email notification.

**Impact:**

Faster response times for Ops teams to fix disconnected LinkedIn accounts.

#### 🖱️ Update: Select All Option for Industry Prioritization <mark style="color:$warning;">**#Ops**</mark> <a href="#update-select-all-option-for-industry-prioritization-ops" id="update-select-all-option-for-industry-prioritization-ops"></a>

In the LinkedIn Outreach setup, users had to manually click every single industry and sub-industry they wanted to prioritize, which was extremely time-consuming for broad campaigns.

**What's changed:**

✔ A **"Select All"** checkbox has been implemented in the Prioritize Industries modal.

✔ Ticking the box selects all industries/sub-industries, and unticking it clears the selection.

**Impact:**

Significantly faster setup workflow for LinkedIn Outreach campaigns.

#### 💰 Update: Invoices will no longer be automatically triggered for new campaigns <mark style="color:$primary;">**#CS**</mark> <mark style="color:green;">#Finance</mark> <a href="#update-refined-invoice-triggering-for-new-campaigns-finance-cs" id="update-refined-invoice-triggering-for-new-campaigns-finance-cs"></a>

**What was happening?**

Invoices were being automatically triggered on the Go-Live date for *every* new campaign for existing clients.

This was problematic for existing clients adding secondary campaigns, as billing changes often require manual Finance approval via SOE.

**What's changed:**

✔ Automatic invoice generation now **only triggers for a client's first campaign**.

✔ For any subsequent campaigns (2nd, 3rd, etc.), the system will no longer automatically generate an invoice on Go-Live.

**Impact:**

Prevents incorrect automated billing and ensures Finance maintains proper control over secondary campaign invoicing.

#### **🔄 Update: Message Regeneration Request Status Cleanup&#x20;**<mark style="color:$warning;">**#Ops**</mark>

**What was happening?**

Older message regeneration requests were stuck in a "Processing" status even though the messages had been successfully generated.

Additionally, the "Generated" status was missing from the search filters.

**What's changed:**

✔ All affected legacy requests have been updated to the correct **"Generated"** status.

✔ The **"Generated" status** is now available in the status dropdown and search filters.

✔ Requests are now correctly sorted by date in descending order.

**Impact:**

Improved visibility and searchability for historical message requests, reducing confusion for the Ops team.