ChatGPT, CRM, and Customize with New Template Variables

Tim B. shared this announcement 3 months ago

New Features:

  • SEO: Integrated chatGPT API for improved GMB posts (resizes and summarizes descriptions and removes emails/phone numbers that Google would use to automatically mark the post as spam)
  • CRM: Added new preset dashboard to show a table of workers and their open tasks.
  • Template Variables: New phone number variables that are formatted for use in tel: links.
  • Template Variables: New template variable %payment_surcharge% that can be used in receipt templates.
  • Template Variables: Added %rental_setuptime% and %rental_duration% for use in rental loops.
  • Template Variables: New %lead_contact_tag_name_all% available.
  • Template Variables: %rental_id% now available.
  • Organizations: The sidebar search now supports searching on customer name in addition to organization name
  • Leads/Multi Location: When creating a new lead when logged in as a worker & you have a default location selected, the lead will now default to that location
  • Internationalization: Reworked the way in which we handle account timezone changes to allow for accurate conversions as well as support for time zones outside of the US and Canada
  • Leads/IO Phone: Improved phone bar autocomplete functionality for new leads
  • IO Phone: Added "Spam Texts" preset filter to the Text Log
  • IO Phone: When possible, we will now display the associated customer's name in the phone bar number input, following the number
  • Email Center: Automatically remove ‘script, object, and iframe’ tags from email templates to improve email delivery.
  • Shift Assignment Reminder: Will now send even if the shift email was manually sent to the worker.
  • Inventory: When adding accessories to an item, the item search will return more results and also includes the rental ID in the search query.
  • Page Templates: Ability to style tip header text on quote pages.
  • Inventory: Ability to set a negative quantity for tie downs.
  • Worker Time Clock: Will no longer show shifts that have already been approved in payroll.
  • Item Prices: Added a modification log.
  • IO Phone: Improved look up of customer by phone number.
  • Email: Added ability to subscribe from specific types and to resubscribe from the “Manage Email Subscription” page.
  • CRM: Adjusted how much is shown in CRM when users don’t have the module.
  • Inventory: Updated ‘Generate Description’ button to utilize the chatGPT API for improved description generation
  • Settings: Added Link Shortener to settings search.
  • Filters/Reports: Added column for “Lead Creator”.
  • Filters/Reports: Added column for “Lead Rentals Notes”.
  • Leads: Lead lock will allow “Save as Copy”.
  • Quotes: Minimum distance fee: offer link back to shopping and way to pay the difference.
  • QuickBooks Online: Our internal sync version has been updated to the latest Intuit version
  • Account Preferences: Improved the process of changing account passwords
  • Shifts: Show shifts that were created on the delivery planner.

Bugs fixed:

  • Adwords: Improved adwords tracking in our software so more adword’s leads are properly tracked
  • Support: User accounts should no longer get mixed up when owner’s change
  • Security: Fixed vulnerabilities & improved security practices discovered during internal security audit
  • IO Phone: Fixed a bug related to using Fixed Range date filters on Ring Schedules or Voicemail Boxes
  • Leads/Multi Location: Fixed a bug related to loading Optional Field Fees with different custom names across multiple locations
  • Pages/Templates: Fixed the preview link displayed on this page for the Company, Event & Employee Tip pages such that they load properly
  • Leads/Availability: Fixed a bug with rental availability that affected items shared between two companies or locations
  • Leads/Optional Fields: Fixed a bug causing Optional Fields on Leads that were saved as a copy to not prefill with their default value, if one was set
  • Leads/Availability: Fixed a bug causing Tight-Turnarounds to show incorrectly on items in the search list before being added to a lead
  • Organizations: Fixed a bug where a customer could be associated with multiple organizations when saving an existing organization as a copy
  • Leads: Fixed a bug that could rarely cause the sales tax calculation displayed on the page to be slightly off
  • Surveys: Fixed issue with converting Survey to Training.
  • Distance Charges: Fixed issue with “Autobook” restriction, not showing quote confirm page.
  • Filters and Inventory: Fixed issue when editing a row on packing lists or filters that would not allow saving changes if the row was deleted.
  • Inventory: No longer show packing list/surfaces from deleted locations.
  • Print Utility: No longer prints an extra blank page at the end of non-default packing lists.
  • Maintenance: Fixed issue with loading in lead ID and item from lead page maintenance link.
  • Delivery Methods: Fixed issue with taxable setting.
  • Upsells: Fixed issue with promos and fees not updating properly after adding an upsell item.
  • Categories: Deleting categories will no longer remove location data from inactive inventory items which contained that category.
  • Reports: Phone numbers will no longer have a leading 0 removed when displayed.
  • Leads: When adding an item to a lead, it will now automatically recalculate Surface Fees.
  • Inventory: Fixed ‘lead autosave error’ when an item contained deleted locations with lead autosave disabled.
  • Inventory: Fixed issue with accessory image upload.
  • Leads: Fixed issue with “separate rental” accessories.
  • Languages: Fixed issue with custom created languages not displaying the description of each language phrase.
  • Filters: Fixed issue with count query for filters that would occasionally show in error log.
  • Packing List / Contractor Pay: Fixed various issues that arose with the contractor pay visible on vehicle packing lists and payroll.
  • Wordpress: Fixed formatting issues with trying to insert specific types of DNS records.
  • Packing List: Fixed issue where the rental surface wouldn’t display correctly on the packing list.
  • Organization: Optimized query in organization log.
  • Wordpress: Improved sanitization on user inputs for DNS records.
  • IO Phone: Fixed issue with saving CRM information on phone and text pages.
  • Help Page: Adjusted meeting links shown to users on the Help Page.
  • Wordpress: Improved domain checking to prevent users from being able to edit other users subdomains.
  • Email: Fixed encoding issue causing special characters to show incorrectly in email inputs.
  • Wordpress: Adjusted UI for editing DNS records.
  • Wordpress: Logic adjustment that was causing an accessories custom field to it’s parent rentals page
  • Wordpress: Auto-login script wasn’t always working causing users to need to manually log in
  • CRM: Fixed an error when searching for customers using a CRM preset.
  • Distance Charges: Fixed issue with save error not displaying.
  • Invoice: Fixed issue with invoice page reloading with contract page after 15 minutes.
  • Advanced Pricing: Fixed issue with filters that used any lead rental columns.
  • Dashboard: Fixed issue when editing a data table without a time value column.
  • Quotes: Fixed issue with negative event durations.
  • Contact Form: Fixed issue with duplicate contact requests.
  • Workers: Fixed issue with shift reminder text.
  • Attachments: Fixed issue with attachments.
  • Optional Fields: Fixed issue with select options.
  • Inventory: Does not enable the Close button until save is completed.
  • Quotes: Fixed issue with customer created leads leads not updating.
  • CRM: Fixed an issue where after giving Gmail permission in email settings IMAP emails wouldn’t be imported.
  • Email Stats: Fixed email stats to use utm values to be more accurate. Also fixed bounce stats.
  • Delivery Planner: Fixed issue with slow load times for accounts with lots of WP sites.
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