What's New in Trackops: June 2026 – Trackops Support Center

AI summary generation has received several improvements to allow granular output controls for both AI Update Summary Generation and AI File Summary Generation, including via AI Summary Presets.
This new feature allows you to control the Flexibility and the Language Variety used when generating summaries:
- Flexibility - This setting controls how closely the response follows the original content and how much it is rephrased or restructured.
- Language Variety - This setting controls how much variety is used in word choice and sentence structure when generating the response.
Generating case update summaries has been moved to its own screen to allow for easier setting management.

It is now possible to apply AI Summary Presets directly in the editor while you're creating or editing an update. For users who don't need to preserve the original content, you can now quickly format your updates according to your specific AI Summary preset rules in the editor by clicking the AI dropdown and choosing AI Summary Preset.
Note: Inline-generated summaries are not stored outside of the update and are no available for re-use like regular summary presets.

A new Review Statistics Distribution Report is available (Reports tab) to provide more insights into reviews as a whole across various criteria, including staff.
This report will show all statistical values associated with reviews based on filtered criteria.

It is now possible to supply Affiliate Client Contacts as valid primary contacts when creating or updating cases via the Case API.

It is now possible to supply custom fields when creating and/or updating client contacts contacts.
It is now possible to define the default salesperson.
It is now possible to define the default case manager.

It is now possible to supply custom fields when creating and/or updating employees.
It is now possible to define the staff manager for employees

All webhooks sent from the system now implement webhook signature headers which allows end users to verify a SHA256 signature and confirm that the payload is authentic and has not been tampered with.
When creating an API webhook, the system will now generate a unique signing key for each. The signing key is required to confirm and verify the signature is authentic.
Existing API webhooks have been assigned unique signing keys.

There is now a permission to Require Case on Expenses which can be configured via user roles. When enabled, users cannot submit expense entries without a case associated with them.
Address autocomplete now returns New York instead of Manhattan when autocompleting addresses.
It is now possible to unlink related case requests, where before only cases were able to be unlinked.
An optional "Workflow" column has been added to the cast list.
An optional "Case State" column has been added to the invoice list.
SSO provisioning rules now allow automatic assignment of User Role and Access Level based on IDP attributes.
A filter to isolate billable items on via the Invoice & Expense Item configuration section has been added.