Last Minute Fee, Tags, Duplicate Detection, and more

Tim B. shared this announcement 12 months ago

New Features:

  • Max Bookings Per Hour: In Online Quoting, you can now limit the number of bookings during a certain hour. This will check higher status leads for the same start hour and compare against the max value.
  • Max Days in Advance: In Online Quoting you can now restrict how far in the future quotes for events are allowed to be obtained..
  • Tags: You can now categorize, add descriptions, edit multiple, add reports, and delete all tags by name.
  • Customers: You now have more control over detecting and preventing duplicate customers by choosing what defines a match in your customer database.
  • Automations: Task creation can now be automated through automations.
  • Template Rental Headings: When adding items to a lead, you can now choose to add a heading which will display on your templates. You can also duplicate items in the rental list under different headings with different quantities, prices, and notes.
  • Tax: Amusement tax for Maryland updated to allow marking items, prices, and delivery types exempt.
  • Tips: You can now set a default tip amount to be used as well as a “No Tip” option that when used together requires they choose no tip to not give a tip.
  • FeesLast minute event fee added to the fee type dropdown to make setting up last minute fees easier.
  • Fees: Made it easier to add terms and damage waiver to templates.
  • IO Phone: Added DND stats and we are now not counting transfers that don’t pick up as missed calls against the worker transferring.
  • IO Phone: You can now build text message filters for use in automations.  The following fields are supported: Message Time (date), Message Text (string), Message Direction (string) ("in"/"out"), Message Read (boolean), Message To Number (string), Message From Number (string), IO Phone Number (string).
  • Email: For newsletters you can now get an idea of how long it will take to send based on your send rate.
  • Email: For newsletters you can now specify a start and end time per day.
  • Filters: Added Contact Next Event Date/Time so you can filter on whether the customer has an upcoming or past event.
  • Filters: You can now allow editing of a shared filter whereas before any edits would cause a copy to be created. This is especially important for sharing filters that are tied to automations and/or emails.
  • Inventory: You can now share inventory between locations within the same account in a way such that both locations have a lead reflecting the event/job and still enabling accurate conflict checking and pricing.
  • Inventory: For packing list definitions on inventory, we made it easier to update the appropriate lists.
  • Conflicts: Improved handling of conflicts for items with required accessories.
  • Analytics: Added initiate Checkout, and addToCart actions to google analytics tracking automatically
  • SEO: Continued improvement in quality of content created for our Content Engine plan
  • Wordpress: You can now activate product filtering for clients and allow them to filter inventory by optional fields

Bugs fixed:

  • Support: Potential abuse in earning points on the support forum prevented.
  • Zapier: Multiple issues with web hooks fixed.
  • Fees: Completed leads will now not attempt to update fees and promotions on them.
  • Venues: Improvements made to hidden venues regarding hidden venues created by workers without access to add venues.
  • Price Warnings: If you have a zero price set and we can detect it, we will not suggest moving the price to zero on the lead if you’ve entered a price. We will assume you always want to enter it manually.
  • Filters: Fixed issue with text clearing when editing a filter condition.
  • Calendar: Fixed some issues with formatting the calendar hover popup.
  • Email: Fixed issue with sending emails through Outlook and supporting the unsubscribe header.
  • Tasks: Properly sorted in the Flagged Leads on dashboards now.
  • Wordpress: Book Now buttons will open cart only if items are in the cart, otherwise it sends to quote form
  • Wordpress: Fixed cart and checkout time pickers to enforce time restrictions if typed using keyboard
  • Wordpress: Fixed issues with conditional pricing not showing if date not set
  • QuickBooks Desktop: Fixed issue with some leads being queued when not necessary.

Comments (6)

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1

Has this been released? I tried the "add a heading" feature, but it wasn't working. Some of these features and fixes are great! Best release I've seen in a long time!

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1

Not yet. Comes out tomorrow if all goes well.

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1

I absolutely love that we got a heads up on the release notes this time can't wait to see some of these great new features IO looks like they stepped it up another notch

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1

Looking forward to a lot of these updates! How is not showing down the new route planner/app 😀

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2

CANNOT WAIT to show some of this stuff off, AND use it myself!


Preventing customer duplicates and tag organization is going to be a game changer! 😁

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1

@tim Beck


Can the max bookings per hour be set for time blocks ( ie 9am>11am)? Does it only apply to online quoting, or will it notify our staff when booking from back end?

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1

No, it’s real simple. It’s max bookings per hour for any hour. Online booking only. Admin is exempted.

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