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Getting started with FirstQuadrant is now more intuitive than ever. We’ve shipped a new onboarding process with a seamless step-by-step flow that guides you from registration through billing and setup. The signup and login forms now feature a refreshed look and improved accessibility for a smoother introduction to the platform. The onboarding journey automatically progresses as you complete each stage, helping you reach value faster—so you can get productive right away.

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Improvements

  • The pricing page header now highlights a “14-day free trial,” making it clear to new users what to expect.
  • Customer actions in the admin view now display subscription status badges and a “Sandbox” column, providing instant clarity over account states.
  • Navigation on the marketing site is more accessible with a new dropdown menu for Features and Resources—including keyboard navigation and audio feedback for an engaging experience.
  • Button text and hover effects in registration and billing have been refined for better guidance and clarity.
  • The onboarding dashboard now displays an improved image and reorganized button layout for a more appealing and functional interface.
  • Billing forms now feature clearer button text (“Save payment method”) and improved layout for easier payment setup.
  • Organization membership visuals benefit from new icons, making status indications more recognizable.
  • Enhanced routing in onboarding and downloads ensures a smoother transition between setup steps and faster access to the app experience.
  • Placeholder text contributes to easier, self-explanatory form input throughout login and registration.
  • Improved subscription buttons now direct users clearly to the billing page for easier upgrades or subscription management.
  • Website URL handling in signup is now more robust, automatically formatting and validating entries for a frustration-free experience.

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Fixes

  • Updating archiving logic now correctly handles activities related to stale deals, ensuring that workflows skip activities on deleted contacts as expected.
  • Registration forms now reliably use and validate website URLs, preventing misformatted data and improving onboarding reliability.
  • Fixed onboarding flow issues to ensure steps are skipped or completed only when appropriate, preventing navigation hiccups during account setup.

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Behind the scenes

  • Introduced logging for subscription event webhooks, allowing organizations to automatically track notes for subscription cancellations and renewals within their records.
  • Added backend support for webhook note creation on organization subscription events (cancellations, renewals) and onboarding stage changes for improved auditing and traceability.
  • Integrated a DataTableDisplay component for richer data presentation in the customers admin view.
  • Added new visual icons (IconInfoCircle, IconBox) for consistent styling across new UI components.
  • Updated onboarding flow logic with a useFlow hook, supporting automatic navigation to the next step and more maintainable code.
  • Refactored onboarding and subscription component routing and useEffect patterns to improve onboarding consistency and future extensibility.
  • General documentation edits and auto-generated changelogs to keep release notes and product documentation up to date.