Changelog

What's new in Opentra.

You depend on this software to run your MSP. So every release gets real notes — what shipped, what changed, what got fixed.

9 June 2026

v2026.06.73 – .95

Added

Schedule customer meetings straight from a ticket

Book meetings against your real Office 365 calendar without leaving the ticket: see the tech's live availability, pick a slot, and the client gets a normal Outlook invite with a Teams link. Or send the client a self-booking page where they choose from your open times. When the meeting ends, the time is logged as a billable entry on the ticket automatically — so meetings flow into monthly billing like any other work.

Added

Send and track real emails from the CRM

The activity composer on companies, contacts, and opportunities now sends actual email — from your shared sales mailbox, with the same rich editor as ticket replies: formatting, inline images, and real file attachments. Open and click tracking is built in, so the timeline shows "Sent · 3 opens · 1 click" next to every message you send.

Changed

Companies and contacts, redesigned

Both directories gained free-text search, filter pills with live counts (at-risk, prospects, open tickets), and a dense table view for power users. Record pages lead with a colour-coded health pill and one-click actions — new ticket, log activity — plus open-ticket and last-contacted signals, so you can triage a client relationship at a glance.

Improvements and fixes (10)

RMM device-to-client mapping is now explicit: map each device group to a company in Settings, ending wrong-client guesswork — and the daily device sync now runs reliably
Routine backup-completion reports no longer flood your queue: they log as a single low-priority alert per client instead of a nightly ticket
Inline email images — signatures, pasted screenshots — now render properly in ticket conversations
Ticket conversations are easier to read: quoted reply history collapses behind a toggle, and reply notification emails now include who replied and a preview of what they said
Quote builder redesigned with aligned line-item rows, a sticky summary, and live deal-margin visibility (internal only); the customer-facing quote page is now fully readable in dark mode
Attach photos and documents to any logged activity, and edit past activities in place on the timeline
Invite a customer to an on-demand remote-support session from the ticket, delivered by email or SMS
Contacts gained nickname and birthday fields — search “Mick” and find Michael, and spot the birthday badge on the day
New companies can be created as Prospect or Customer up front, instead of fix-it-after
Navigation remembers where you came from: opening a device, contact, or ticket from a company page gives you a breadcrumb straight back

8 June 2026

v2026.06.65 – .71

Changed

Ticket screen rebuilt for speed

The ticket header now shows everything at a glance — status, priority, assignee, SLA countdown, source, and age — with one-click quick actions: Reply (or just press R), Take, Snooze, and Resolve. Contact details gained instant email, call, text, and copy shortcuts, and the side panels are grouped into Work, Related, and Tools so nothing is buried. Common state changes drop from four clicks to one.

Changed

A tickets board that shows what needs attention

Stat chips for Open, Unassigned, Overdue, and Critical sit at the top of the board — click one and the view filters instantly, including a Mine filter for your own queue. Cards carry priority colour stripes, channel icons, SLA pills that go amber then red, and an explicit marker when a ticket has no owner. Urgency is now visible before you read a single subject line.

Added

Track the vendor behind every device and ticket

Vendors are now first-class: manage your suppliers centrally with account numbers and contact details, link them to devices, and pick a vendor on any ticket — even ones with no device involved. One click opens an email thread to the vendor from the ticket, so warranty claims and escalations start where the work already is.

Improvements and fixes (2)

Devices can now be assigned to a specific client site or branch, so multi-site clients’ hardware is easy to place
Device pages polished: a proper Edit Device dialog with grouped, labelled fields, and a tighter detail layout with alerts that read as alerts

5 June 2026

v2026.06.45 – .63

Added

A full CRM and sales pipeline, built in

Opentra now tracks the whole sales motion, not just the work. Drag opportunities across a pipeline board from Discovery to Won, log calls, meetings, emails, SMS and site visits on one unified timeline, and flag at-risk customers before they churn. Site visits get a full checklist plus an embedded network-diagram editor, renewal opportunities are created automatically 90 days before a contract ends, and an insights view charts MRR movement, lost reasons, and churn causes.

Added

Quotes that move your pipeline for you

Spawn a quote straight from an opportunity with the company and contact prefilled, or link one you'd already started. As the quote is sent and approved, the opportunity's stage advances automatically — with a note on the timeline explaining each move — so your forecast reflects reality without manual bookkeeping.

Added

A client portal for every ticket

Ticket numbers in your emails are now clickable: clients land on a branded, no-login ticket page showing status, priority, the assigned tech, and the full conversation. Fewer "any update?" emails, because the answer is one click away.

Improvements and fixes (7)

New Revenue dashboard for owners and managers: MRR by contract type, top clients, unbilled work this month with a per-client drill-down, outstanding invoices, and a 6-month revenue trend
The main dashboard now leads with a Needs Attention queue (my tickets, unassigned, awaiting reply), team workload with live timers, alerts by source, and a revenue pulse
A vendor block-list — managed in Settings, complete with favicons — stops junk companies being auto-created from vendor notification emails
Managed-services contract MRR now includes every recurring component (devices, software, and contract lines) on the contract page, list, and dashboards
Company page polish: full contact names no longer truncate and the overview cards align to a uniform height
Ticket table columns are now resizable, with widths remembered per user
Fixed layout glitches in the edit-contact and archive-contact dialogs

4 June 2026

v2026.06.35 – .42

Added

Huntress managed security integration

Connect Huntress and security incidents flow straight into your helpdesk. Each incident creates an alert and a ticket for the right client at the right priority, linked to the affected device and its primary contact — and auto-resolves when Huntress closes it upstream. A Huntress panel on the company page shows agent counts and recent incidents, and a Sync Incidents button pulls the latest on demand.

Added

See exactly who got your emails — and who opened them

Ticket emails now record every To and Cc recipient, not just the primary contact, and show them on each message. Open and click tracking now displays the exact date and time of each event plus the IP and device details — so when three people were CC'd, you can tell which one actually read it.

Improvements and fixes (2)

Huntress incident tickets link directly to the matching device and contact in Opentra, with a stable agent mapping that survives hostname changes
On first connect, Huntress syncs your full incident history — not just the last fortnight

3 June 2026

v2026.06.21 – .33

Added

Backup failures become tickets automatically

Opentra now monitors your MSP Backups plans directly. When a backup fails, goes overdue, or has never run, it raises an alert and opens a ticket against the right client at the right priority — complete with the error message and last-run time. When the backup recovers, the alert resolves itself. Failed backups stop hiding in a mailbox.

Added

Email attachments land on the ticket

Files attached to inbound client emails are now captured with the message and shown in the ticket conversation — screenshots, PDFs, invoices, the lot. They're served through an authenticated proxy, so only your signed-in team can access them.

Security

Hardened integration credential storage

Integration passwords are now encrypted at rest, and expiring API tokens refresh themselves automatically — so monitoring keeps running without anyone re-entering credentials.

Improvements and fixes (4)

Client replies to automated follow-up and closing emails now thread back into the original ticket instead of opening a new one
Fixed a bug where assigning a ticket could silently fail while the screen showed it as done
System Health now shows your recent inbound and outbound email activity, with each entry clickable through to its ticket
Fixed an email-parsing quirk that could route a vendor’s backup alerts to the wrong client