New Vendors Module, Automations of Dates, Hard/Soft Maintenance, and More

Total Issues Closed: 160

New Features:

• Vendors: Vendors will now be a module with a free option. To elect to continue using the vendors features, you will need to give consent for us to market to your vendors. Do this on the subscription page.
• Automations: Automations can now set date fields relative to the current date or the date that is currently set in the field.
• Repairs: Allow hard and soft maintenance. A hard maintenance checkout will take the item out of inventory, but a soft checkout will just alert you that there could be an issue. Soft maintenance could be used for routine cleaning which shouldn’t prevent booking.
• QuickBooks: Added an area for a reference # to be added to a PO that will then transfer to the Bill # on the created bill. Customers are now added on the items on the created bills.
• Inventory: When creating an item through “Add Inventory” users will have a pop up suggesting they fill in the new item with a manufacturer item.
• Imports: Can now import Distance Charges Zip codes in bulk under Settings > Import Tool
• Website: IO generated sliders on WordPress sites allow dragging/sliding on mobile
• Website: For yardart/balloons a “enter phrase” box can be enabled to help with qty and checkout
• Reports: New column Lead Rental Notes
• Payments: You can now mark (and we will automatically) when a deposit is paid or not which is useful should the total bill and deposit amount change.
• Payroll: Timeclock entries now scrollable.
• CRM: Alert when unable to sync email has been improved to have less false negatives.
• Autosave: Updated to support multiple locations.
• API: Added logging and transaction information.
• Imports: Allow custom Customer Types.
• Email: Address validation before sending.
• QuickBooks: Added additional information to the QBO integration log when a lead is searched by ID.
• Template Variables: Added new template variables for tag descriptions.(*lead_contact_tag_name_desc*, *lead_contact_tag_name_desc_all*)
• Wordpress: When a rental has the “List these Accessories to the customer as if they are separate Rental Units” option checked, we now delete the main items rental page from WordPress
• Pricing: Prices list shows which rentals are using the price
• UI/UX: Mobile view will show reload list button while in portrait mode.
• Email Unsubscribe: Unsubscribe from all allows re-subscribing if done by mistake.
• Delivery Preferences: Allow a default setting for days before delivery window, and days after return window.
• Sticky save button: Allow users to save their previous choice on save/save&close button.

Bugs fixed:

• Wordpress: Packages such as a Snocone Machine with multiple required dropdowns using the same accessories (Choose 1st included flavor, Choose 2nd included flavor etc.) now correctly add the selection to the cart if the customer chooses the same flavor for both options
• Multiple: Fixed issue with USPS address validation - affected tax and address verification.
• OptionalFields: Adjusted layout of fields on leads page.
• Contract: Fixed issue with contract going out of bounds on mobile view.
• Coupons: bug fix
• Leads: Fixed issue preventing saving.
• Reports: Fixed issue with Lead Distance.
• Upsell: Fixed issue with price calculation.
• EmailCenter: Fixed issue with email stats.
• WorkerApp: Updated for recent Android versions.
• WorkerApp: Fixed issue with photo capture.
• Vendor: fixed issue with vendor requests.
• QuotePage: Fixed formatting issue when printing.
• Payroll: fixed issue with optional fields.
• Reports: Fixed issue with printing Date / Time combo fields.
• API: Fixed issue with adding rentals to lead.
• Leads: Fixed issue with item search.
• Promos: Fixed issue with “Times Used”.
• Vendors: Fixed issue with vendor cost.
• Vehicles: Fixed issue with saving name.
• Giftcards: Allow sales when ‘display quote’ is off.
• Giftcards: Bug fix.
• Email: fixed issue with address validation.
• Dashboard: Fixed issue with extra columns displayed.
• Payments: Bug fix.
• Timeslots: fixed issue with multiple page groups.
• Organizations: Fixed a bug on the Organizations page that could cause Customers list updates to fail to properly save in certain cases
• IO Phone: Fixed bugs that were causing IO Phone settings pages & phone bar lists from displaying correctly when logged into the main account
• IO Phone: Fixed a bug preventing the IO Phone bar from properly updating upon Inbound calls
• IO Phone: Fixed a bug causing IO Phone-related alerts from properly sending in certain scenarios
• IO Phone: Fixed a bug causing malformed automated text messages to be sent through IO Phone
• Payments: Fixed a bug causing Authorize & Moneris payments to occasionally either fail or not properly charge cards
• Calendar: Fixed a bug causing formatting issues in the Calendar Popup template
• Payments/Square: Fixed an intermittent bug that would log users out upon Contract-page payment form submissions via Square
• Email: Fixed a bug where when attachments were selected when sending an email (Quote, Invoice, etc) they would show as empty attachments like when opening an IMAP email with attachments.
• CRM: Fixed a bug where slashes would continuously be added to cookies from URL parameters.
• Wordpress: Fixed an issue that caused DNS records to display incorrectly on the Wordpress page.
• Email: Fixed an issue where IMAP would skip importing some emails when it shouldn’t.
• CRM: Improve query for customer phone logs in CRM.
• Wordpress: Fixed a bug where sometimes the availability checking was formatting a blank date which was setting the startdate to 12/31/1969 making the rental show as unavailable
• Wordpress: Added file checking to image upload to prevent and fix broken image files
• Promotions and Fees: Fixed issue with creating new Accidental Damage Waiver.
• Reports and Filters: Ability to use organization columns on Customer list.
• Payments: Added surcharge logging for all merchants.
• Subscription: Fixed issue with locations prorated amount.