New WordPress Plugin Tools, Chart Sharing, Email Stats Filtering, and Much More

Tim B. shared this announcement 45 days ago

Total Issues Closed: 113

New Features:

Bugs fixed:

  • Organizations: Fixed issue where when searching in organizations and swapping between ToDo and no filter sometimes an error would occur.
  • Workers: Fixed an issue with saving workers related to new notification settings.
  • Notifications: Improvements to notification settings and browser notification information.
  • API Keys: Fixed an issue where API keys with no blocked IP addresses were showing serialized data.
  • CRM: Fixed an issue where no assignee would show up when trying to assign journals and tasks in the CRM as well as phone calls, texts, and emails on their respective pages.
  • CRM: Improved query speed for Email (IMAP) entries. (Does limit emails pulled down from 1 year to 3 months, but the improvement seemed worth it.)
  • CRM: Fixed an issue where email attachments were not present when viewing an email in the task from the leads CRM, also improved attachment UI.
  • Help Page: Fixed an issue where the “I Still Need Help” link was inaccessible in some scenarios.
  • Unsubscribe: Improved bot detection for erroneous unsubscribe requests.
  • Vendors: Fixed availability for vendor items that are no longer shared.
  • Automations: Quote update time only updated if a value was actually changed.
  • Inventory: Fixed UI/UX issues related to inventory sharing.
  • Inventory: Fixed logging issue when changing quantity type.
  • Payments: Fixed issue with gift/credit card terms.
  • Alerts: Fixed issue with inactive account alert.
  • Template Variable: Fixed issue with delivery window end date.
  • Leads: Fixed a bug that could cause leads that were saved as a copy to have data carried over from the original lead under certain circumstances
  • PayPal/Customer Payments: Fixed a bug that made it possible to bypass surcharge fees from the Contract page in certain cases
  • Leads: Fixed an issue where an auto-save could fire when opening a lead in which required accessories were missing and subsequently added
  • Leads: Staff costs are now properly calculated when duplicate items are present on a lead
  • Mobile App/Templates: Fixed a bug that was preventing some rental specific template variables from working in App Templates
  • Reports: Fixed a calculation bug that was affected both the "Payment (taxable portion)" and "Payment (non-taxable portion)" columns when displayed in Reports
  • Leads/Logging: Fixed an issue that could sometimes cause "Added Optional Field" from showing multiple times erroneously in the Lead Log when in the process of saving a new lead in a multi-location account
  • Emails: Fixed an issue related to particular email encoding (Windows-1252) that could prevent viewing them from the Email tool in the navigation bar from the CRM section of the leads page
  • Customer Payments: Fixed an issue preventing surcharge fees from properly being applied when using the "Allow Deposit Payments Only" setting and certain merchant processors
  • Conflicts/Vendor Leads: Fixed an issue that could sometimes cause a conflict to unintentionally show for shared vendor items on the original lead that created the vendor lead
  • Leads/Worker Emails: Fixed an issue where clicking to email a Worker from the Shifts section of a Lead would append their email address to the already present customer email address, instead of overwriting it
  • Checkout/Shared Vendor Items: Fixed an issue that could prevent shared vendor items from showing on the quote form when checking out from a WordPress site
  • Quickbooks: Fixed an issue where the date element would load “Invalid Date” on Safari.
  • Leads/Pricing: Fixed a bug related to pricing of duplicate rentals with differing custom times
  • Dashboards: Fixed a bug causing some preset charts to show incorrect data as well as the inability to save them
  • Contracts: Fixed issue on mobile where using the sign now button at the bottom of the contract was making it impossible to open the signing section.
  • Dashboards: Fixed a bug where the date range was not working correctly on the Email Stats table and fixed an issue where inactive emails weren’t being shown in the table.
  • CRM: Variables should be replaced on email and text templates more frequently, if possible, also when loading from the Organization page use the organization sales rep.
  • Invoice: Fixed issue with payments.
  • TemplateVariables: Fixed issues with staff and volunteer variables.
  • Leads: Fixed issue with custom times for duplicated items.
  • PrintRoutes: Fixed issue with choosing the correct contract when printing.
  • Leads: Fixed issue with item list not loading properly.
  • WorkerApp: Fixed issue with all text messages not displaying.
  • Availability: Fixed issue with rental recovery times.
  • QRCodes: Fixed issue with generating QR code for accessory items.
  • Leads: Fixed issue with lead lock not allowing to save a lead.
  • Contract: Fixed issue with accepting a large deposit payment amount.
  • Organizations: Fixed issue with email templates not filling in.
  • Vendor Leads: Improved vendor lead handling such that one will not be created until the lead has been fully upgraded to at least Quote status. Previously, upgrading to Partial status (Saving as Draft) could create one before the lead was fully ready
  • Emails/Short Links: Fixed an issue that could cause some emails to get erroneously flagged for spam in certain cases
  • Coupon Codes: Fixed an issue with advanced pricing and coupon codes not applying.

Comments (3)

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2

Great update!

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1

Thanks Joe!

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1

I see the variable *setup duration* now says it will be rounded to the nearest hundredth, but that is not happening. I still see 6 places after the decimal.

Was this the only intended change for setup duration, or is there also a new variable?

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1

That will be fixed today. Thanks!

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2

A lot of great stuff on this one.

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