Last Minute Fee, Tags, Duplicate Detection, and more

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.
• Fees: Last 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.