---
title: "IDI Platform Version 26.3 Details"
slug: "idi-platform-version-26-3-details"
updated: 2026-05-01T20:42:22Z
published: 2026-05-19T16:02:29Z
canonical: "help.idibilling.com/idi-platform-version-26-3-details"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# IDI Platform Version 26.3 Details

#### [IDI Platform Version 26.3 Core Bulletin](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/IDI-Solution-26.3-Core-Release-Bulletin-1(1).pdf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A34Z&se=2026-11-14T11%3A31%3A34Z&sr=c&sp=r&sig=q6ir56BLEE%2Fryn%2FaSgn1G9kjs7rKK74iaWe7xGXhrog%3D)

#### Change Orders

| **Functional Area** | **AR/FR** | **Description** |
| --- | --- | --- |
| Customer Portal Admin | FR 3728 | **Smart Data option for Helpful Links** This lets administrators use Smart Data (Customer ID and/or Account Number) when configuring Helpful Links on a Customer Portal Profile. Smart data facilitates incorporating links that point to other internal systems. |
| Customer Care | AR 9516 | **Useability enhancements** - Improvements to the left pane on the Services and Features page make it easier to use: - The account-level section is hidden when there is nothing to display. - An estimated MRC for the account-level charges is displayed as applicable. - A new checkbox is provided to exclude one-time charges. - The left pane is scrollable independent of the rest of the page. - The service and account sections now list active items (if any), followed by inactive items and are listed by End Date Desc (newer ones first). - Phone numbers can be displayed with full punctuation: (NNN) NNN-NNNN. This applies to specific pages based on a new setting. - The Corporate Account view has a new option to export the corporate tree to a CSV file. - The Account Search lets you filter on corporate accounts only or corporate roots only. |
| Invoice XML | AR 9470 | **Setting to include Invoice Number in XML bar_code element** A new setting lets you include the Invoice Number in the scannable bar code value that is populated in the XML generated for the print vendor. Previously, the Invoice Number was not included in the bar code. This enhancement will allow banks to apply payments to specific invoices, resulting in more accurate cash postings. > [!NOTE] > **Note**: > > Submit an SR to have an authorized IDI associate enable this as the setting is not available to IDI platform users. |

#### Resolved Known Issues

| Functional Area | PR | Description |
| --- | --- | --- |
| Orders | 85082 | **Support filtering inactive locations in Select/Assign Registers dialog** Updated the Select/Assign Register dialog in web Orders to allow filtering inactive locations, This makes it easier to find and select active locations when assigning registers. |
| Orders – Web Sales | 85086 | **Removing Location or Register on Starting Block was not saved** Product Catalog Starting Block configuration now correctly saves changes when removing a location or register. |
| Orrders – Web Sales | 85094 | **Duplicate display of register validation prompts on transactions** Using *Skip New TransactionPage* on the Starting Block no longer results in duplicate register validation prompts during order creation. |
| Customer Portal – Subscriber | 85056 | **Forgot Password form not fully opening** The subscriber’s *Forgot Password* form now displays a meaningful error message when the user does not have security questions defined. |
| Customer Portal – Subscriber | 85057 | **Error Received when updating an expired Password** Users will no longer receive an error when resetting an expired password. |
| Customer Portal – Admin | 85062 | ***User page performance improvements*** *Performance of the User page in Customer Portal Administration has been improved to ensure it loads moreefficiently.* |
| Customer Portal – Admin | 85058 | ***Removed unnecessary permission requirements for impersonation*** *User Impersonation no longer requires unnecessary permissions to successfully complete the impersonation.* |
| Customer Portal – Subscriber | 85065 | **Paymentus error when business contact lacks first/last name** Paymentus requires both first and last name for contacts. For business accounts where the contact lacks a first/ last name, the system will use the business name as first name and a period (.) for last name to avoid single sign-on errors. |
| Customer Portal – Subscriber | 85066 | **End-dated services causing Plans and Services page to spin** The Customer Portal Plans and Services page was updated ignore (not attempt to display) end-dated services and avoid the scenario where it spins when the account has end-dated services. |
| Customer Portal – Subscriber | 85071 | **Download bill capability not available on mobile screen sizes** Customer Portal now supports capability to download a bill on mobile screen sizes. |
| Customer Portal – Subscriber | 85111 | **Product descriptions display incorrectly on Plans and Services page** Features shown on the Plans and Services page were not using the product’s Web Name or Alt Invoice Description. Now, the Web Name is displayed when present. If there is no web name, the Alt Invoice Description is used. If there is no Alt invoice Description or Web Name, the product description is used. |
| Customer Care | 85011 | **Tax information not using the specified service address** In Customer Care, Tax Using now correctly defaults to Service Address instead of remaining as the default address when Tax Using Service Addresses is enabled and a Service Address is assigned to a new or existing service. |
| Customer Care | 85084 | **Address validation issue** The address validation logic was corrected to ensure address types are interpreted correctly during validation. |
| Address Validation | 85103 | **Latitude and Longitude values lose decimal accuracy when using Cotality** (**CoreLogic)** Address validation using Cotality (CoreLogic) was resulting in latitude and longitude values being rounded to only 2 decimal places (instead of 6). This was experienced from Customer Care when adding and editing Service Addresses and Contact Addresses. This issue has been fixed. |

#### Platform System Deployment Updates:

| **Module** | **Target Deployment Updates** |
| --- | --- |
| Customer Portal | 03/11/2026 |
| Address Validation Management | 03/16/2026 |