I know it's a lot, but we were a little overdue on an update, so we are loading it up. Enjoy!
New Features:
- Calendar: Day view of calendar has links to the lead that has each rental item reserved
- Emails: Reminder emails and text for upcoming worker shifts
- Emails: Choose any email template when sending an email from the event tab
- Emails: Added a 2nd recent quote auto-email template
- Emails: Pre-fill the quote form for existing customers who click an email link by using this variable: %quoteform_fill_url% (use it in past year emails)
- Emails: Ability to enable re-sending of any auto email
- Leads: Search by phone number and dollar amount in keyword on leads filter
- Mobile: Customer phone numbers can now be clicked to call via mobile browsers
- Multi-location: Filter rentals and options by location for multi-location accounts
- Multi-location: Improvements to allow more location specific settings
- Quote Pages: Allow multiple quote pages without being a multi-location account
- Quote Pages: Ability to add, delete, and modify all of your quote pages
- Referrals: Customize referrals from Settings
- Rentals: Ability to enter required quantity for a required option
- Rentals: filter search works with rental IDs and serial numbers (exact match only)
- Rentals: Set order for options on the Item Order page
- Rentals: units can be listed as options and rental items at the same time
- Statuses: Ability to customize, delete, and add statuses such as cancelled or postponed
- Workers: Variables for Sales Rep name, phones, and email for use in templates
- Workers: See whether contract is signed and whether payments have been made for unscheduled shifts (on Overview->Workers report)
- Workers: Payroll summary itemizes and contractor pay items and shows sales rep commissions
- Workers: Send emails to workers using the worker filter
- Workers: can take safety tests from the workers site
Bugs fixed:
- Contracts: Electric, staff, and volunteer numbers totaling when more than one of the same rental item chosen
- Emails: Regular emails in the email center cannot be set inactive
- Leads: Update with recalculate and quick add item no longer causes pricing errors
- Leads: Restrict by state/province now working for non-US customers
- Leads: Conflicts when listing options as separate units fixed
- Leads: Quantity based pricing bugs fixed
- Leads: Fixed hourly rate after price list maximum reached
- Leads: Serial number and location shown on More Filters dialog box
- Quickbooks: Income accounts no longer generated for each rental
- Quote Pages: Entering tax exempt certificate from quote is now working when upsell is disabled
- Rentals: Fixed issue with appending of rental name when showing options as separate units