Version 5.2.0

January 18, 2026

Added

  • Added "Tags" integration field for Contacts
  • Added "Tags" integration field for Companies
  • Added "Append Tags" option for Contacts to preserve existing tags during updates (uses contacts.tag endpoint)
  • Added "Append Tags" option for Companies to preserve existing tags during updates (uses companies.tag endpoint)
  • Added "Remarks" integration field for Contacts
  • Added "Remarks" integration field for Companies
  • Added "Summary" integration field for Deals
  • Added fax field mapping for both contacts and companies.
  • Added currency field mapping for deals - allows mapping currency from a form field.
  • Added Default Currency setting for deals - configurable fallback when currency is not mapped from a form field.
  • Added CurrencyHelper class for formatting currency options from Teamleader Focus API.
  • Added Client Type custom Formie field for B2B/B2C workflow differentiation.
  • B2B (Company) requests create contact + company + deal with linking.
  • B2C (Client) requests create contact + deal only, skipping company creation.
  • Field displays as radio buttons with configurable labels and default value.
  • Added ClientTypeHelper for detecting client type from form submissions.

Changed

  • Renamed Deals "Extra Information" field to "Summary" with correct API handle

Fixed

  • Fixed Deals field using incorrect API handle remarks instead of summary
  • Fixed linkToCompany toggle having no effect - contacts are now properly linked to companies via the contacts.linkToCompany API endpoint when both entities exist and the setting is enabled.
  • Removed mobile_phone field from companies mapping - Teamleader Focus API only supports phone and fax for companies.

Version 5.1.1

January 15, 2026

Fixed

  • Fixed custom fields not being sent in the correct API format (now properly structured as custom_fields array)
  • Fixed contact_person_id sending empty string instead of being omitted when not applicable
  • Fixed contact_person_id now only included when customer is a company and a contact person exists
  • Fixed mobile phone type using 'phone' instead of 'mobile' for the telephone type
  • Removed context from API payload (internal use only, not an API field)

Version 5.1.0

January 13, 2026

Added

  • Added "Remarks" integration field for creating remarks via forms
  • Added "estimated_value" integration field for pushing amounts to Teamleader Focus

Changed

  • Refactored VAT number formatting into a reusable helper function
  • Made email on companies optional to match Teamleader Focus API Specs

Fixed

  • Fixed context filters not properly limiting API field results
  • Fixed custom fields not saving correctly to Teamleader Focus
  • Fixed address generation not conforming to Teamleader Focus API specs
  • Fixed mobile_phone mapping incorrectly unsetting phone instead of mobile_phone
  • Fixed PHPStan return type in VatHelper::formatVatNumber()

Version 5.0.2

March 10, 2025

Fixed

  • Fixed the path of the icon-mask to teamleader, using an alias looks to the namespace, not the folder structure or plugin handle

Version 5.0.1

February 26, 2025

Fixed

  • Fixed the template path of the settings templates to teamleader-focus as the plugin had to be renamed

Version 5.0.0

February 24, 2025
  • Initial Release