Release Notes

What’s New?

Payments Integrated in Manager

All Payments functionality is now built directly into the Manager experience, so users no longer need to navigate to the separate Payments product.

Feature Overview:
Users can access the full Payments toolset inside Suite Manager. This consolidates workflows and removes the need to switch products to complete payment-related tasks.

Benefits:

Community Landing Page / Community Detail Page Improvements

The Community Landing Page and Community Detail Page now include ongoing improvements through newly added modules.

Feature Overview:
Each new module added to the Community Detail Page is part of this release, enhancing the community landing/detail experience and making key information easier to access in one place. As part of this update, we introduced the new Metrics Tab, which includes blocks with item counters (Violations, ARCs, Work Orders, Invoices, Delinquencies) that highlight items requiring accelerated or urgent action from CAMs. Clicking any of these counters takes users directly to the filtered list view of those items, enabling immediate action.

The Metrics Tab also includes two additional sections: one displaying the list of active standalone steps related to the community, and another showing Violations or Work Orders that have moved to Past Due.

Benefits:

What’s New?

Processing Invoices: Approving & Rejecting

You can now approve or reject invoices directly within Suite Manager, streamlining how communities review and act on incoming financial documents.

Feature Overview

This new enhancement introduces the ability for authorized users to approve or reject invoices from within the Invoices workflow. Each invoice record now includes clear action buttons, visual status indicators, and contextual messages that guide users through the decision-making process.

The new workflow supports roles responsible for financial operations, vendor management, and billing review. All actions are stored for audit purposes and integrate with existing ledger and reporting flows.

This feature is available in the web application.

Benefits:

Standard Search (Free-Tier Search Experience)

A new, non-AI search option gives all users access to fast, reliable keyword-based search throughout Suite Manager.

Feature Overview

The new Standard Search provides a simplified search experience across communities, records, and operational data without relying on AI. Users can enter keywords and navigate directly to the content they need—perfect for customers who prefer deterministic results or operate in environments where AI search is not enabled.

This update ensures broad search capability across the platform while reserving more advanced, AI-powered Omnisearch capabilities for premium tiers.

Benefits:

What’s New?
Violation Management Enhancements

Community Managers now have more control and flexibility when managing violation communications and workflows.

Feature Overview:
Several updates improve how violation letters and fines are generated, sent, and tracked in Suite Manager. Managers can now send letters immediately using a new Send Now button in the Associated Letter section, or easily Resend and Regenerate letters as needed. Additional workflow updates allow users to manually advance violations to the next step, update appeal dates, and experience a refreshed interface with clearer text labels and improved layout consistency.

What’s Improved
Reporting Reliability

Lots of bug fixes to ensure reports display data consistently without blank or missing results.

Previous Behavior:
Users occasionally encountered empty states after running a report, requiring manual refresh to view results.

Resolution:
The reporting service now automatically refreshes Recently Run Reports upon completion, ensuring data loads correctly every time.

Benefit:
Users always see current and complete report results without extra steps or confusion.
Invoice and Billing Accuracy

Financial data now calculates and displays correctly throughout billing workflows.

Previous Behavior:
Invoice amounts occasionally lost decimal precision, and batch totals sometimes displayed incorrect values.

Resolution:
Both invoice calculation and batch summary logic have been corrected to ensure accuracy in all billing displays.

Benefit:
Provides accountants and managers with trustworthy financial data, minimizing manual corrections.

Create Violations
Easily log new violations from within Suite Manager and ensure consistent tracking across communities.

Feature Overview:
Community Managers can now create new violations directly from the Violations List or Property detail page. When creating a violation, users can select a category, define the violation item, capture violation and inspection dates, and attach photos or descriptions for context. The system automatically associates the violation with the correct homeowner, address, and community, ensuring accurate recordkeeping from the start.

Once created, violations appear instantly in the list view and can be linked to related Steps, ARCs, or Work Orders via Omnisearch.

Benefits:

Update Violations
Maintain complete, accurate records with editable violation details and supporting attachments.

Feature Overview:
The new Violation Detail Page gives Managers and Admins full visibility into a violation’s lifecycle and provides tools to update details as needed. Users can:

All updates are captured in the audit log, so users can see who made changes and when.

Benefits:

Advance Violations Through the Process

Move violations seamlessly through the full compliance workflow—from open to resolution.

Feature Overview:
Suite Manager now supports a guided violation workflow that mirrors Caliber’s established process. Users can advance a violation through three key stages: Open → Monitored → Closed, applying required actions and sending letters along the way.

Each action step supports:

What’s Improved

Violation Management Experience
Enhanced reliability and user experience when managing violations.

Previous Behavior:
Users needed to switch between multiple Caliber modules to track or update violation details. Letter sending, fines, and corrective actions were managed in separate views, creating friction and slowing compliance work.

Resolution:
The new Violation Detail Page consolidates all functions, creation, updates, and advancement, into a single, intuitive screen. Users can now view status, send letters, assess fines, and update required actions without leaving the page.

Benefit:
A unified, modern interface that speeds up compliance workflows and provides a clearer picture of each violation’s history.

What’s New?

Enhanced Violation Management

Managers now have greater flexibility to update and advance violations directly within Suite Manager.
Feature Overview:
The Violations module has been expanded to allow full editing and management in one place.

Users can now:

These changes streamline the violation lifecycle, enabling staff to update cases quickly without switching tools.

Benefits:

Group Reporting

Introducing a new way to run multiple reports at once and access recent reporting history.

Feature Overview:
The Reports page now features a tabbed layout separating Group Reports from Single-Client Reports. Users can:

Not all reports are available in group format yet — additional report types will be added in future releases.

Benefits:

Architectural Notes Email Notifications

Managers can now send email notifications when adding a note to an architectural request, improving communication with homeowners and reviewers.

Feature Overview:
When creating a new note on an architectural request, managers can set visibility (Everyone, Managers & Reviewers, or Managers Only). Depending on visibility, optional checkboxes allow sending notifications to:

Emails include note details (date, author, content) as well as request details (application number, type, association name, address, and a link). All notification actions are recorded in the request’s Actions/Notifications tab for tracking.

Benefits:

What’s New?

Exciting New Features in FRONTSTEPS Manager
Remember that you can click the “Manager” button to explore these new features in addition to easily
managing architecture, violations, and work orders in an enhanced web experience!

What’s New?

New Delinquency Fee Option: “Lowest Fee”
You can now configure delinquency fees to automatically apply the lower of two fee types—making compliance even easier.

We’ve added a new configuration option for delinquency fees! You can now choose to apply the lesser of either a flat fee (fixed dollar amount) or a percentage of the late amount. This enhancement supports compliance needs in jurisdictions where fee limits vary, giving you more flexibility and control.

What’s New?

Architectural Notes – Notifications

Homeowners and architectural committee members can now be notified when a new note is added to an architectural request!

When adding a note to an architectural request, users will now have the option to send an email notification to either architectural committee members, homeowners, or both. The email includes the note’s contents and key details about the request, sent to the recipient’s primary email address.

This feature will streamline communication to all parties involved in the architectural process, making it more efficient and transparent. We’ve also added a new visibility dropdown, clearly indicating whether a note is visible to everyone, managers and reviewers, or only managers.

Announcing Our Partnership with TechCollect
FRONTSTEPS has just made AR recovery faster, simpler, and more compassionate with our partnership with TechCollect!

With the new Free Trial Integration with TechCollect, you can now launch a free trial directly from your FRONTSTEPS dashboard. No extra logins, no setup delays. Look for the TechCollect button in the upper right of the Caliber screen!

This integration combines FRONTSTEPS’ all-in-one community management platform with TechCollect’s AI-powered AR recovery tools, giving you:

Architectural Report Enhancements
New options have been added to the Architectural reports in the Client Reporting Toolbox and Report Groups:

What’s New?

Delinquency – Split Report by Community
When running delinquency, users will now have an option to insert page breaks between clients when printing the report, which will make it easier to share delinquency information with your communities.

API Access Management Update
To better support and scale the FRONTSTEPS Caliber API, a below-industry-standard access fee for third-party vendors was introduced on January 1, 2025. As part of this enhancement, direct creation and management of API user accounts is now handled by our Customer Support team. FRONTSTEPS Caliber customers using the API for internal purposes will not incur any charges.
If you’re working with a third-party vendor or integration that requires API access, please contact [email protected] to ensure proper onboarding and alignment with our API access expectations. Most vendors recognize the added value this access brings and are not passing associated costs on to our mutual customers.

What’s New?

Improved Credential Management for AP Automation
For customers of First Citizens Bank VendorPay and for our Edenred Pay customers – we’ve improved the management of API credentials. The new process will no longer require the customer to update their credentials in Caliber even after they have expired in Edenred Pay.

What’s Improved?

Report Cover Sheet – Field Codes
Resolved an issue where client field codes were not properly populating in Report Cover Sheet templates.

What’s New?

What’s New?

Enhanced Architecture Notifications 

We’ve added the capability of creating a custom message when sending notification emails to board members and homeowners upon completion of an architectural step.
Additional features of this enhancement include:

What’s Improved?

Client Dashboard – Notes Report
We’ve improved the Notes report when running from the Client Dashboard. It will now preserve the formatting of the notes so that line breaks are retained and the content of the notes is more legible within the report.

What’s New?

Login to Caliber with Suite Manager

For Suite Manager users, you will now have the option to login to Caliber with your Suite Manager credentials. This method of authentication will allow you to seamlessly transition from Caliber to Suite Manager in your day-to-day activities.  

What’s New?

Change of Invoice Interface for Board Members

Feature Overview:

This update allows board members to see invoices they need to provide votes/approvals for on a specific tab titled ‘Board Member’ and all invoices on the ‘Invoices’ Tab . This separation removes confusion on what approvals applies to (only board member approvals are counted for the approvals column) and maintains the previous functionality which allow board members to see past invoices.

Benefits:

What’s Improved?

Architectural Request File size updates

We have increased the file sizes for managers when upload documents for owners to review when submitting an Architectural Request. Owners also have a greater limit when uploading documents during the submission process.

What’s New?

Notification Banners
Managers can now create notification banners for both the web portal and mobile app

Feature Overview:
This feature allows community managers to publish notification banners to both the web portal and the mobile app. Notification banners are seen on the dashboard by owner users after they login to the application. This allows for in-app communication to every community user without having to manage email messages when community-wide advisory notices are required.

Benefits:

What’s Improved?

Architectural Requests document requirements
We have further enhanced architectural requests so requiring the upload of documentation is
done when owners create new requests

Previous Behavior:
Document upload requirements in some cases may not have been enforced for new requests

Resolution:
New requests will require uploads when that setting is enabled

What’s New?

Architectural Request Notes from Managers and Reviewers can notify other reviewers
Reviewers and Managers can choose the visibility of a note and choose to notify all the
Architectural Reviewers of a new note.

Feature Overview:
This feature allows Managers and ARC reviewers to control comment visibility on Architectural
Requests. They can choose whether all or select stakeholders can see them. It also offers the option to email all ARC reviewers with a notification and direct link to the updated request.

NOTE: this is only available on web for now, mobile versions coming soon

Benefits:

What’s Improved
Self-Provisioning improvements
We have added multiple updates to the functionality of Self-Provisioning

Previous Behavior:
Subdomain validation only happens at the last step
Confirmation modal wasn’t clear on if the created portal was accessible to users after creation
Move in and move out steps listed on the confirmation screen didn’t lay out a clear next step
When the portal is created, the URL provided didn’t allow immediate access to the creator

Resolution:
Subdomain validation is done when entering information in the field
Confirmation modal is clear on access
Move in and move out instructions are clear
On portal creation, the creator can immediately access the portal

Visitor Management Company Name Addition
We have added the company name for guests to the full guest list page for clarity

Previous Behavior:
Company name or guest name was displayed on the guest list page

Resolution:
Both company name and guest name are displayed on the guest list page
Force Mail settings now enforced
We have improved control of notification settings when the resident’s state requires mail settings enabled

Previous Behavior:
Residents could override management company settings despite the resident’s state requiring those settings enabled.

Resolution:
Management Company settings are enforced for mail
Scheduled bulletins won’t send out undesired copies

We have improved control of scheduled bulletins so messages aren’t sent multiple times

Previous Behavior:
Some bulletins could see multiple copies being sent through email

Resolution:
The system now tracks and restricts that behavior

What’s New?

Custom Logo Upload for Enhanced Branding
We’re excited to introduce a new feature that brings a whole new level of personalization to the platform: Custom Logo Upload for Management Companies and Communities. This enhancement empowers portal administrators to represent their branding more effectively by customizing logos for management companies and individual communities.

For Administrators:
Admins can upload a custom logo to represent their entire company, ensuring their branding is reflected across all communities. Also, Admins can upload unique logos for specific communities. If both company and community logos are set, the community logo will take precedence, displaying it exclusively for that community, formats supported .png, .jpeg, .svg. This feature will be released on demand, for enablement request access to [email protected].
Benefits:

What’s Improved?

Work Orders Hidden When Board Members Attempt to Create in Standalone Communities
We’re excited to announce an enhancement to the “Board Members Can Create Work Orders” functionality, implementing a better user experience for standalone communities without accounting provider integrations.

For Board Members:
We have identified a scenario for standalone communities without accounting provider integrations regarding the “Board Members Can Create Work Orders” in the FRONTSTEPS Community platform. The entire Work Orders feature is hidden from Board Members, not just the ability to create them, to make Work Orders visible again, Board Member permissions must be manually adjusted, and this action was not providing a best-in-class user experience.

Benefits:

Learn More:

Did you know? FRONTSTEPS has created a Frictionless Homeowner Experience by launching a new QR code framework for printed statements and coupon books. Click here to learn more!

What’s New?

Payment Wallets: Apple Pay, Google Pay, and Cash App in Payments 3.0

Feature Overview:
Payment wallets are digital tools that allow users to store payment information securely and make transactions using smartphones. As part of the Payments 3.0 rollout, homeowners now have the flexibility to make payments using leading digital wallets, including Google Pay, Apple Pay, and Cash App—enhancing convenience, security, and choice in the payment experience.

Benefits:

1. Wallets add a great convenience of Quick tap-to-pay and reduce checkout time.
2. Use of tokenization and biometric authentication (like Face ID or fingerprint) adds layers of protection.
3. A diverse range of payment options is now available, delivering a more seamless and user-friendly payment experience for homeowners.

What’s New?

Update existing scheduled payments with Default payment method
Feature Overview
This feature allows users to automatically update all future scheduled payments to use their newly selected default payment method. When a user changes their default payment method (e.g., bank account, credit card), the system will prompt this change to all upcoming scheduled payments, ensuring consistency and reducing manual effort.
Process: Updating existing scheduled payments with default payment method
1. Add & Set Default Payment Method
The homeowner adds a new payment method (e.g., bank account or card) and sets it as the default.
2. Trigger Pop-Up Notification
A pop-up appears showing a list of existing scheduled payments that are currently linked to the previous payment method.
The pop-up includes two action buttons:

• “Yes, Update It”
• “No, Keep It”

3. User Chooses to Update
If the homeowner clicks “Yes, Update It”, the system updates all listed scheduled payments to use the newly set default payment method.
4. User Chooses to Keep Existing Method
If the homeowner clicks “No, Keep It”, the scheduled payments remain associated with the previous payment method.

Benefit

1. Improved User Experience
Reduces the need for manual updates to each scheduled payment.
Ensures seamless transition when switching payment methods.
2. Improved User Experience
Minimizes errors or missed payments due to outdated payment details.
Saves time for users and support teams by automating updates.
3. Consistency Across Transactions
Ensures all future payments reflect the user’s preferred method.
Avoids discrepancies between default settings and scheduled actions.
4. Reduced Risk of Payment Failures
Keeps payment information current, reducing failed transactions due to expired or invalid methods.

What’s New?

QuickPay – Secure Account Number Retrieval via Email

Feature Overview:
Homeowners who forget their account number can now click “Forgot your Account?” link to retrieve it via email. This feature is hidden behind a Feature Flag at MC and will be enabled upon request.

Process of Account Number Retrieval in QuickPay

1. Click the Link
   On the QuickPay screen, the homeowner clicks the “Forgot your Account?” link.
2. Popup Appears
   A popup window prompts the user to enter their registered email address.
3. Email Validation
   The system checks if the entered email matches a registered homeowner.
4. Email Sent
   If a match is found, the system sends a secure email containing:

Benefit:

What’s New

Workflows: Intelligent Checklists in Step Creation (Pro tier feature)
Transform the Step creation in FRONSTEPS Manager modal into a collaborative workflow builder that mixes automation from ALLi with human-in-the-loop checkpoints. Managers can assign tasks to ALLi, schedule and recur work, embed structured prompts, and route individual checklist items to teammates—all from one place.

Feature Overview:

Benefits:

What’s New?

Microsoft Outlook Integration – Premium Feature

You can now connect your Microsoft Outlook account to ALLi to sync important email communications and enhance cross-platform workflows.

Feature Overview:

Benefits:

Smarter Visuals for Board Packet Generation

Report groups are now auto-attached during board packet creation, reducing manual setup and ensuring consistent outputs.

Targeted Interactions with Specific Agents

You can now direct your questions to a specific agent in ALLi, enabling more accurate and relevant responses.

Caliber Fact Sheet Integration

ALLi now pulls in Caliber fact sheets, bringing key property information directly into your reports for seamless meeting prep and review.

Enhanced Agent Profile Descriptions

Agent profiles now include detailed notes that describe each agent’s capabilities, helping users quickly understand what each agent can do and select the right one for the job.

Click-to-Link Report Groups

The front-end interface now lets users visually connect report groups to board packets during creation or editing, with built-in guidance to avoid errors.

Fixed Task Assignment Bug

Resolved an issue where tasks created by ALLi were sometimes assigned to the wrong Suite Manager. Assignments now work as expected.

Export Full Chatbot Conversations to PDF – ALLi

You can now export entire chatbot conversations in ALLi to PDF for recordkeeping or audit purposes.

What’s New?

Core Voice Support (Phase 1)
Talk to ALLi using your microphone for hands-free, natural interaction. Phase 1 delivers the foundation of voice-first productivity.

Feature Overview:
Voice input is now available to initiate and continue conversations with ALLi without typing. This release focuses on reliable microphone capture, clear permission handling, and smooth handoff into the existing chat experience.

Benefits:

Support Site – Agent Description Datapoint

Standardized “Agent Description” metadata is now available to enrich discovery and documentation.

Feature Overview:
Each agent on the Support Site now includes a consistent description field, enabling clearer explanations of purpose and scenarios. This metadata supports AI Hub views and external API consumers that index or display your agent library.

Benefits:

Support Site – Agent Description Datapoint

Standardized “Agent Description” metadata is now available to enrich discovery and documentation.

“Top 10 Prompts” (Replaces Pre-Defined Prompts)

Data-informed starter prompts replace the static list to help users get value faster.

Feature Overview:

ALLi now surfaces a dynamic Top 10 Prompts set on the home and/or empty state screens. These prompts are selected from real usage patterns to maximize clarity and jump-start productive conversations.

 Benefits:

Sidebar Navigation Menu

A persistent left-hand sidebar organizes ALLi into intuitive sections to improve discovery and scalability.

Feature Overview:

The new sidebar groups core areas (e.g., Documents, Prompts, Agents) and provides a stable home for future ALLi “apps.” It reduces clicks, shortens learning curves, and makes room for multimodal features.

Benefits:

What’s Improved

Date & Time Awareness Accuracy

Restores trustworthy scheduling and time-based logic across ALLi.

Previous Behavior:
In certain contexts, ALLi referenced an outdated date (commonly June 2024), which could misalign reminders, scheduling, and other time-sensitive logic for some users and roles.

Resolution:

Temporal handling has been corrected to consistently reference current system date and respect time zones across supported environments.

Benefit:

Reliable planning: Accurate dates/times improve trust in reminders, schedules, and automations.

Omnisearch Filter Reliability

Filters now return complete, consistent results across complex queries.

Previous Behavior:

Some users saw incomplete or inconsistent results when applying certain Omnisearch filters, which disrupted data-heavy workflows.

Resolution:

Filtering logic and validations were refined to ensure expected results across edge cases and combined parameters.

Benefit:

Confidence in results: Teams can rely on search to find the right records without manual workarounds.