Sidebar improvements, easier access to variables in templates

Total Issues Closed: 95

New Features:

• Automations: Added automation actions to remove Lead and Customer tags with support for multiple tag selection.
• Calendars: Added background color indicators for blackout dates on the calendar based on availability settings.
• CRM: Email Read status now syncs with IMAP incoming email settings and Outlook OAuth.
• Filters: Added the ability to check shifts creation timestamp and if a shift has ever been modified since it was created.
• Inventory: Improvements to inventory sharing in bulk for vendor items.
• Inventory: Added ability to copy categories when copying shared items.
• Leads: Status dropdown stays open to allow for multi-select.
• Leads: Group secondary customers in the CC field of an email, separate from primary, when sending out an email.
• Leads: Prompting the user to Delete & Replace or reuse existing signed POs when they click “Email PO” from the rental item list.
• Online Quoting: Use price-level upsell option if the user has “selected only” upsell option configured but the inventory item doesn’t have upsell items added.
• Organizations: Added a new “Tax Exempt ID” field. Leads will now prioritize checking Organizations over Customers when assigning tax exemption to a Lead.
• Payments/Fiserv: Added Refund & ACH support
• Payments/Fiserv: Many updates and improvements to application.
• Side Panel: Updated the look and feel of the panel with subtle animation.
• Text Editor: Show a menu of available variables when the user types ‘*’ or ‘%’
• Variables: Added new variables for *signable_document_qr_url* and *signable_document_qr_image*
• Wind Alerts: Option to send the high wind alerts to a custom-added phone number.
• Wind Alerts: Added support for Celsius temps and Kilometer-per-hour (KPH) wind speed for event weather.
• Zapier: Updated Zapier to use API6 in preparation for the deprecation of API5 and lower.
• Zapier: Split Zapier Create/Update Lead action into separate actions in order to facilitate Update Lead API functionality better.

Bugs fixed:

• Add-ons: Added taxable flag to Add-ons with IO staff edit access and read-only visibility for others.
• Add-ons: Add-ons now appear as inventory accessories with proper identification and taxable flag set automatically.
• Alerts: Re-enable “Documents Printed” alert to send if a lead is saved from IO that has had documents printed.
• Automations: Improved the speed of and optimized the way Automations are run
• Checkout: Fixed an issue that could cause payments via external WP sites to display an error after payment through certain processors
• Global: Fixed an issue preventing Invoice Number (Lead ID) from showing properly in their portal's transactions list
• Leads: Fixed issue with shared item vendor leads.
• Leads: Fixed an issue preventing the Contract Regeneration message from displaying
• Leads/Leads List: Fixed a bug causing inaccurate report totals to display on the UI
• Leads/Leads List: Fixed several regressions to the persistence of lead list filtering
• Vendors: Fixed several bugs involving infinite loading of the same vendors, column search, and sorting capabilities.
• WordPress: Fixed an issue where city landing pages that weren’t marked as “Main” were being included in the city landing page text
• WordPress: selecting the “Single Day” option in the cart now properly adjusts the selected date on the calendar to a single day