New Features:
- Leads: Can now allow Staff, Volunteers, Setup Time, and Teardown Time to auto-calculate on Contract tab. Configure under Settings->General Settings
- Leads: Can now set both setup/teardown times and delivery windows
- Leads: Clicking on the name of a rental now allows you to view that rental item.
- Leads: After an event is over, you can place an item into maintenance by clicking the >>
- Quotes: Configure auto-booking by delivery type.
- Rentals: Can now add details specific to each rental to be printed on the contract, packing list, or emails. Configure by going to Settings->Inventory->Click Rental->Safety Tab.
- Reports: On the Lead Report you can now sort the results
- Templates: Added more rental variables to the template variables help page.
- Workers: You can now integrate Payroll for contractors into Quickbooks. Workers go in as Vendors, and a Bill is created for each worker and sales rep for that pay-period. Configure it under Settings->Quickbooks
- Workers: You can now flag when a worker has been paid for a shift on the payroll report. If you activate the ‘Worker - Shift Paid’ email, they will get an email notifying them about payment.
Bugs fixed:
- Emails: Updated payment, deposit, and contract email reminders to allow them to go out when events have a short book date to event date period.
- Emails: Adjusted the From line of emails to include quotes around the company name as it was causing some email clients to not handle replying properly.
- Leads: When a customer submits a duplicate quote, the system will now re-use the original one.
- Leads: Deposit no longer gets overridden when manually set and lead is changed.
- Leads: Deposit amount can no longer be greater than event total.
- Leads: Map on the contract tab now uses distance settings starting location instead of default location.
- Leads: If a status is made inactive the Lead Filter will include that status if any leads are still assigned to it.
- Leads: Fixed issue where coupon’s would not calculate discount properly with options.
- Locations: Fixed issue preventing worker from modifying another worker when set to ‘All Locations’.
- Quickbooks: Allowed all events with a payment to go into QB regardless of status.
- Quotes: Fixed date format issue for international accounts when customer edit’s a quote.
- Settings: Removing the ‘View my Category’ setting for selected rentals in a lead.
- Settings: Adjusted the white background on a page to expand with the page as needed
- Taxes: Updated several locations to allow tax rate to show 3 decimal places
- Workers: Fixed issue with Please Wait not going away when a worker doesn’t have permission.