ChatGPT, CRM, and Customize with New Template Variables

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.