Dashboard, Templates, Insurance, & More

Total Issues Closed: 92

New Features:

• Account statements: New template variable %depositdue_grouped%.
• Billing Contacts: New billing contact address template variables.
• Organizations: Added ability to create reports for organizations.
• Template Variables: Added sales rep ID as a possible variable and variable for Setup Staff amount.
• Imports: Added workers to the allowed import types
• Insurance: You can now apply for insurance easily under Settings > Insurance
• Dashboard: Average sale amount and totals added to Sales by Rep chart.
• Templates: New address variables for billing contact.
• Leads: Ability to use organization columns on leads reports and filters.
• Email Center: New “Vendor Event Canceled" email added.
• WordPress: Deleting location process improved.
• WordPress: Ability to automatically update company logo.
• Account: Added ability to turn off account and access to website.
• Leads: Speed improvements made to item search.
• Leads: ‘Lead Referral” added to advanced search.
• Email: Added email address validation when sending email from toolbar.
• Leads/AA Tax: For users with Amusement Tax enabled, you can now exclude Staff Costs per Delivery Method when calculating AA Tax
• IO Phone: You can now click to call or text directly from the Call or Text log, respectively
• QuickBooks Online: Purchase Orders on a lead can now be marked to be sent to QuickBooks where a bill will be made for the items under the vendor of the purchase order.
• Multi-Factor Authentication: When logging in for the first time users will be prompted to make sure they have an email and phone number on record for their account. After they have entered that information and have acknowledged the notice when logging in they will be prompted to either receive an email or text containing a code to login. This verification is saved for 90 days. This will be a slow release.
• CRM: The CRM on the leads page now has the same features as the CRM log on the customer and organization pages.

Bugs fixed:

• Google Calendar: Fixed timezone bug.
• Delivery Planner: Fixed timezone bug.
• Contracts: Fixed issue with Sign Now button.
• CRM: Fixed an issue in the organization CRM log where not all emails would be shown due to the customers emails being a comma separated list.
• Quickbooks: Changed automation to prevent unnecessary account deactivations.
• Inventory: Fixed an issue where accessories would default to hidden.
• WordPress: Fixed an issue where accessories “shown as separate items” with a price over 999 were displaying the wrong price on their rental pages
• WordPress: Fixed an issue where images with names that were too long for WordPress's database weren’t syncing or displaying correctly
• Templates: Fixed issue with %purchaseorder_url% variable.
• Payments: Fixed issue with PayPal ‘Pay Now’ button not appearing.
• Templates: New variable %depositdue_formatted%
• Merchants: Updated PCI compliance icons.
• Upsells: Fixed issue with required accessories.
• Leads: “Add journal” button enabled on leads page, even when lead is locked.
• Emails: Prevent sending error email when sending email through SG24 server.
• Reports: Fixed issue with Vendor Cost columns.
• Leads: Hide messages related to customer profiles when working on a partial lead.
• UI/UX: Fixed overlapping icons on messages.
• CRM: Fixed an issue where UTM variables could have been overwritten.