Inventory Reordering & Automation, Optional Maintenance Fields, and Multi-Organization Customers

Total Issues Closed: 98

New Features:

• Automation: Ability to set items available or unavailable with maintenance automations.
• Automation: Added a 20-minute deduplication window for text message auto-replies.
• Filters: Add "Save" Button to Filter Editor in addition to the Save & Close.
• Inventory: Improvements to inventory sharing management with page groups.
• IO Phone: Added the ability to save attachments from text messages to an entity associated with that number. Particularly, an Organization, Customer, or Lead entity.
• Leads: Inventory items can be dragged and dropped to re-order them.
• Leads: ‘Load more’ is now faster
• Leads & Customers: Ability to preview MMS attachments from the CRM section, specifically for videos and images.
• Maintenance: Added Basic Reports and Filters functionality to Maintenance list.
• Merchant Services: Ability to submit Fiserv applications.
• Merge Utility: Updated to allow the same customer on multiple organizations.
• Optional Fields: Added optional fields functionality to Maintenance entity.
• Organizations: You can now assign customer records to multiple organizations
• Quotes: State Variable now returns Canadian Provinces and Territories when account location is Canada.
• Reports: Added a new report column to leads “Rental $ Distributed Discounts” that takes lead-level discounts and distributes them equally amongst all rentals in lead and displays the new rental price based on that distribution.
• Reports: Added “Last Rented Date” column for inventory reports.
• Variable: Added variable rental_warehouselocation for rental loops
• Venue: Venue’s phone number recognized and formatted as a phone number, enabling the click-to-call functionality.
• Workers: Users can set the default outgoing phone number for IO Phone.

Bugs fixed:

• API: Added improved error logging to the API1-API6.
• Automations: Fixed a bug with "set field" actions combined with the Lead Tag Name column
• Calendars: Fixed Issue with information overflow, was added a new setting for managing the ERS style calendar info.
• Dark Mode: Many small fixes to Dark Mode. Mainly in Leads, Customers, and Delivery Planner Beta.
• IO Phone: Fixed a bug causing transcriptions to repeatedly fail
• IO Phone/Texting: Added better input validation for automated texting to prevent unexpected behavior
• Leads: Fixed issue with status not updating after deposit payment (backend only).
• Leads: Fixed a bug with the Past Event warning popup not working as expected
• Leads: Fixed a bug causing saving issues, resulting in unexpected behavior
• Leads/Contracts: Fixed a bug causing incorrect contract links upon active contract updates
• Pricing: Fixed a bug that negatively affected advanced pricing displayed via WordPress
• Square/Customer Payments: Fixed a bug causing unexpected errors to occur upon customer payment
• WordPress: Disabled site maintenance during the day
• WordPress: removed utm fields from populating the event notes on a lead from a form submission
• WordPress: Added solution for broken display order caused by special characters like ‘(‘ in the name to plugin version 1 (was previously released for plugin v2 last release)
• WordPress: Fixed a sync issue that was causing category pages not to update for larger inventory sites
• WordPress: Fixed the reviews widget to sanitize business name changes to Google Business Profile name
• WordPress: Prevented 0m0h event times in the cart
• WordPress: changed product description fields encoding to use WordPress native function which escapes things like double-quote characters
• WordPress: Prevented 'utm_source', 'utm_medium', 'utm_campaign' from populating the Event Notes section of leads since they properly assign their value to the appropriate fields
• WordPress: Fixed an issue where webp-express adapted their configuration file names causing images not to load
• Worker App: On Android devices; Fixed issue with attaching photos and improved response time for geolocation on timeclock.
• Worker App: Fixed issue with deleted leads appearing in list.