Notifications, IO Phone, CRM, Dashboard Updates and More

Tim B. shared this announcement 37 days ago

New Features:

  • Notifications: You can now turn on notifications for common actions taken by your customers so that your sales staff will see their activity and be able to respond.
  • Notifications: Only pull notifications from 2 weeks back.
  • Notifications: Allow for multiple notifications to be dismissed at once.
  • Notifications: New notification setting allowing for only “priority” links (Links with a parameter named priority set to “1” to notify the user.
  • Notifications: Notifications can now be tied to browser notifications.
  • Notifications: General improvements to notifications.
  • IO Phone: Extensions can now be associated with multiple ring schedules, along with the option for their delays to be respected.
  • IO Phone/Vendors: Vendor phone number will now display in the phone bar when searching for either a number or a name.
  • IO Phone: Improved customer matching for caller ID such that active customers will be prioritized
  • IO Phone: If a customer belongs to an organization, its name will precede their name on both the Call & Text logs
  • IO Phone: The selected number in the phone bar will, in some cases where it makes sense, update when navigating to a lead or call/text log page even if it's already populated. Previously it would only populate if it was empty
  • CRM: Multiple CRM log entries can now be edited at once.
  • CRM: On the organizations page when loading templates for emails and texts we look for a lead with a contact that is in the same organization as the page we are on and matches the email or number, and use that lead id to fill template variables.
  • Organizations: Set a sales rep per Organization now.  
  • Dashboard: The Worker ToDo preset can now have a default time set instead of always loading the past year and excludes unapproved workers.
  • Dashboard: Added new dashboard preset chart for email center stats.
  • Inventory: Copy accessory list now available when editing an item.
  • Calendar: Display full rental list on hover.
  • Shifts: Worker Shift reminder texts for Warehouse work.
  • Tips: Allowing tipping with autobooking disabled.
  • Leads/Multi-Location: The default selected state or province will now automatically change based upon location on new leads .
  • Leads: Inactive items will no longer carry over to copied leads. Same with items that would otherwise be over your rental limit.
  • Leads/Venues: When an address is selected from the Venue section and it matches an existing Venue, its name will auto-populate into the Venue Name input, if enabled.
  • Leads/Payments: Prevent admin-initiated payments over 2x the balance due to prevent user-error, consistent with customer-initiated payments
  • Wordpress: Added a spanish website template (Brillante)

Bugs fixed:

  • IO Phone: Received calls were staying open after they were handled.
  • Inventory: Rental descriptions are now truncated at a certain length in list view and show the full text on hover.
  • Leads: Lead rental surfaces now filter by the lead location.
  • SEO: a minor bug was preventing GMB posts from succeeding for a few days
  • Leads: Fixed book date or quote_contractsent not being set when it should
  • Wordpress: Fixed issue with prevent deletion
  • Payments: Surcharge is more consistently logged.
  • Invoice/contract: Refresh with correct template
  • Card update email: Fixed link.
  • Generate description: deactivate button while generating.
  • Statements: Fixed issue with generating pdf
  • Shift reports: Fixed reporting related to shift hours
  • Print Utility: Fixed issue with Vehicle Packing List and multiple locations
  • Optional Fields: Fixed issue with ‘select’ options.
  • Leads: Updated the availability lookup when setting the delivery and return windows.
  • Worker site: Fixed route display with multiple locations.
  • Leads: Fixed issue with save button.
  • Tasks: Fixed issue with lead ‘link’ being removed.
  • Locations: Fixed issue when deleting the default location.
  • Surveys: Fixed issue with displaying over 25 survey questions.
  • Promos & Fees: Fixed issue with multiple levels of accessories/packages.
  • Organizations: When merging two or more organizations, you will no longer receive an error if the name that you choose matches an organization that is being merged
  • Leads/Shifts: Fixed an issue with sending shift-related emails to workers from the Shifts section of a lead
  • Leads/Payments: Fixed a bug that could cause manually entered payments to duplicate upon save
  • IO Phone: Fixed a graphical glitch within IO Phone email alerts from Anonymous/Restricted type caller IDs
  • Mobile/iOS: When toggling the sidebar, the search input will no longer zoom in which was causing UX issues
  • Mobile: The Report search input & nearby buttons will now show, if possible, when viewing the software in landscape mode
  • Website Inventory: Restricted manufacturers items from being displayed as a rental on wp sites
  • AI Chatbot: fixed an issue causing role reversal in the prompting which was diluting the effectiveness of the chatbot to respond properly
  • Checkout: Fixed issue with selecting an ‘unlimited’ number of optional accessories.
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