Event history section, email/text attachments, and call recordings

Total Issues Closed: 208

New Features:

• Automations: Added ability to set the field Salesrep in Organizations using Automations.
• Automations: Added Tags, filters by creator/owner and tags.
• Automations: AI Analyze option added to ‘set field’ action.
• Email Center: Added Tags, filters by creator/owner and tags.
• Email Digest: Daily auto-email stats will be sent when over 60/day
• Email Preferences: Added change log.
• Email Templates: Automatically attach files to emails, allowing selection of quotes, invoices, contracts, or any user-uploaded files.
• Filters: New column to filter by lead create hour.
• Filters: Added ‘Payment Status’ column.
• Filters: Added a new column for customer filters Lead Count (Inclusive) that counts leads where the contact is an additional customer and not just the main one.
• Filters: Added Tags, filters by creator/owner and tags, preset by “Shared with Me”.
• Global/ACH: Include Lead ID for ACH transactions for better reporting in Merchant Portal, similar to Credit transactions
• Inventory: Implemented the ability to reorder photos.
• Inventory: Availability buffers are now supported so that you can be warned when your stock is getting low. This is meant for items that you may frequently lose or need to repair so you may not have an accurate inventory count.
• IO Phone: Calls logs added date filter, added filter by Sales Rep.
• IO Phone: Added ability to create new contact from text log page.
• IO Phone: Inbound & Outbound calls can now be optionally recorded and transcribed for playback and download
• IO Phone: One or more files can be attached to a Text Message (MMS) via Phone Bar
• IO Phone: Text Messages that exceed the recommended length, based upon Segment Count, will be subject to rejection in order to ensure deliverability & prevent carriers from blocking them
• Leads/Events: Added pop-up to make it easier to handle updating existing customer records
• Leads/Events: Lead Lock now allows attachments section to be excluded.
• Leads/Events: Added gift card availability in Payments and Balance Due sections.
• Leads/Events: Prevent nonexistent or deleted leads from being saved
• Leads/Events: Check blackout dates when copying leads.
• Leads/Events: Added Events History section.
• Leads/Events: Add permission to edit a customer record on a lead.
• Leads/Events: Allow the user to add a new customer from the leads customer dropdown using the new “Add” button.
• Maintenance: Added Alert when item is back in service.
• Page groups: Warn when changing page group names.
• Packing List Statuses: Added in/out property.
• QuickBooks: Added option for selecting what date to use for the Invoice Date.
• QuickBooks: Added a new alert for when a user's QBO integration gets deactivated.
• QuickBooks: Under advanced settings in an inventory item there is a new input for QBO Account Name. Once filled in the next time the item syncs the Income Account Type will be overwritten to whatever was filled into the input.
• QuickBooks: Now you can add and remove individual Tax Rates, as well as modify their associated tax rate
• Quickbooks: New setting “Ship Date”
• Quickbooks: New setting “QB Date”, which allows the user to select the date used on the invoice when it imports
• Sessions: Improved email notifications when a session is closed due to inactivity.
• Tags: Added Emails, Filters and Automations entities.
• Templates: Allow the user to update their account statement to show a 1-15 day statement.
• Template variables: Added 4 new variables: invoice_qr_url, invoice_qr_image, contract_qr_url, contract_qr_image
• Venues: Added phone number.
• Website - IO Reviews Widget: Total Google Review count and Average Google Review rating are now automatically pulled from Google and accurately reflected in the IO reviews widget
• Website: Added ability to hide the end times in cart and on the checkout page. The setting requires that that single day only be on in cart settings.
• Workers: Added the ability to view all worker log activities.
• Worker App: Displayed events are now determined by “Calendar” lead status.

Bugs fixed:

• Accessories: Fixed availability issue with required accessories.
• Alert: Contract unavailable alert only sent a certain number of times.
• Automations: Fixed an issue where fields set to empty string wouldn’t update correctly from an automation.
• Automations: Fixed an issue that caused automations to sometimes not set custom fields.
• Categories: Allowed sorting on category columns (Name, Count, Location)
• Columns: Fixed issue with ‘Contact Total $ Spent’
• Contacts: Improved handling of common multiple part last names.
• Contract: Fixed issue with page breaks when printing contracts.
• CRM: Changed styling on status drop down to be viewable on smaller views.
• Customers: Changed some name formatting to account for multi-part last names.
• Damage Waiver: Fixed issue with terms not displaying.
• Dashboard: Updated report to only include quotes in reporting status.
• Deposits: Fixed issues with new Deposit Paid setting.
• Display Order: Fixed issue with optional fields display order not updating.
• Email Templates: Improved feedback when sending a test mail.
• Email Preferences: Do not allow sending newsletters through mxroute email servers.
• Inventory: Fixed an issue where packing list items wouldn’t show on the inventory page.
• Inventory: Improved error messages when there is an issue with worker location access.
• IO Phone: Improved assigning of voicemails.
• IO Phone/Extensions: Fixed a bug preventing more than two Ring Schedules from being associated with a given Extension
• IO Phone/Phone Bar: Fixed a bug causing IO Phone Worker to show in the dropdown when Workers module was later activated
• IO Phone/Phone Bar: Allow numbers with extensions to work properly when dialed via the phone bar
• Leads: Fixed the scrolling issue on the lead.
• Leads: Fixed issue related to the save and close button.
• Leads: Fixed overflow issue in attachments!
• Leads: Fixed issue with automatic calculation of volunteers and staff.
• Leads: Fixed bug preventing Status upgrades after Deposit Paid in some circumstances
• Lead Lock: Fixed issue with log showing updates that were not occurring on locked leads.
• Leads/AA Tax: Fixed a bug causing Amusement Tax fees to, in some cases, include Sales Tax
• Leads/Payments: Fixed a bug that could, in some cases, prevent a Lead Status from properly upgrading when the Deposit was Paid by the Customer
• Mobile UX: Improvement to email toolbar in mobile view.
• Optional Fields: Fixed an issue where some optional fields were mistakenly connected to filters.
• Packing List: Added ability to truncate item names when not able to fit on one line.
• Pages/Templates - Quote Confirm: sms links are now excluded from relative link appendage
• PDF: Adjusted formatting for PDF of invoices and quotes.
• Printing: Improvements to layout of invoice/contract print outs.
• QBO: Fixed issue where locations weren’t selectable when the user didn’t have the workers module.
• Quickbooks: Fixed an issue where users without the works module couldn’t select a location for their integration.
• QuickBooks Online: Upgraded integration to latest version, improving stability going forward
• Quote/Contract: Fixed an issue that caused quotes to take a long time to book.
• Quotes: Fixed an issue with automatically setting event start time to sunset.
• Reports: Weight is now totaled at the end of the list, similar to other count columns.
• Required Accessories: No longer automatically add missing required accessories to leads in the past, in conflict status, or lead lock active.
• Surface: Fixed issue on surface delete by changing the API call to post instead of GET.
• Survey: Fixed issue with wrong logo appearing.
• Surveys: Added additional security check to loading survey questions.
• Template Variables: Fixed contact onsite and contact billing variables, now include phone number.
• Variables: Fixed an issue where the rental_locations variable had locations listed multiple times.
• Variables: New variable for travel start and end times. (Time Only)
• Website: Fixed an issue where the weekend/weekday pricing was showing when it shouldn’t
• Website - Broken Images: Saving an image for an inventory rental now removes “narrow no-break spaces” before saving them. That specific character isn’t properly decoded by wordpress resulting in broken images on inventory pages
• Website - Cart: The cart ui now properly increments/decrements dropdown accessories with the top-level parent item’s selected quantity
• Website - Elementor Edits Breaking Product Pages: Added a fix to our plugin that prevents WordPress/Elementor from inserting p tags into product pages that could break javascript execution
• Website - Filter Widget: When using a “Select” type optional field as filterable criteria in the widget, the default values for the optional field are now the only options reflected by the widget and rentals are now properly represented for all of their associated categories
• Website - Gift Card Delivery Button: The plugin now hides the delivery button for gift cards
• Website - Overnight End Time: Fixed a bug that caused the next day pickup time for overnight setting to not show up.
• Website - Quote Confirm: Sms links are now excluded from having relative links appended to the front of them when included in the Quote Confirm page template
• Website - Upsells: When method is set to “Selected Only,” part of the logic was removing the selected upsell rentals due to priority and no longer does so
• Website - Vendor Prices: There was a bug where vendor up-charges were not showing on categories, but were showing on inventory pages.This is fixed
• Workers: Added validation to multi location worker email addresses.
• Worker App: Fixed login issue.
• WorkerApp: Fixed issue with ‘show in packing list’ unchecked items still displaying.
• WorkerApp: Fixed issue with assigning QR codes to items.
• WorkerApp: Updated directions displayed on events.
• WorkerApp: Fixed issue with selecting the incorrect position for an assigned shift.
• Worker site: Fixed issue with missing maintenance page.