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2/14/24 Updates
Written by Lindsay Grimm
Updated over a week ago


Updated the look and feel of these pages:

  • Admin > Fast Client Delete

  • Admin > Fast Agent Delete

  • Admin > Convert Clients to Agents

  • Admin > Convert Agents to Clients

  • Admin > Convert Contacts to Clients

Added more frequent updates to Guardian when changes are made in ISN.

Updated the UI for adding Google Analytics tracking codes following the migration from UA to GA4.

Added more data to Pendo for better tracking and analytics

  • Cancellation info

  • Porch Gold Enable/Disable

Added isFlexFundEligible flag to ODataClient API and optimized calls to Guardian to make backend more efficient.


Optimized logic for when we send a client's TCPA acceptance to Porch.

Fixed SMS country code issues affecting our New Zealand customers.

Fixed an issue that was preventing us from allowing customers the option to put FlexFund as the first option (or not) on the client payment page.

Other backend fixes and updates to improve performance.

Fixed an issue with Google Drive access tokens expiring mid-job; we now check for expiration and refresh the token before upload.


The engineering team is continuing to work hard to make upgrades to our infrastructure. This includes enhancements to logging, speed, performance, and architecture upgrades.

If you have any questions about this information please let us know! You can reach us by chat, email at, or phone at (800) 700-8112.

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