Contracts are now auto generated until signed or a snapshot is manually created
Mobile Site for Admins
New Features:
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Contracts: Contract’s will auto generate until signed or a snapshot is manually created.
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Contracts: Special Deposit Due, Amount Paid and Balance Due variables can now be added to contracts and they will continue to update even after a contract is signed. The following variables must be used and are only available on contract templates: %ctr_deposit_due%, %ctr_amount_paid%, %ctr_balance_due%
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Emails: Auto emails can now send multiple times to same customer. For example you can save a copy of Payment Reminder so you have two, one set at 7 days and one at 14 days.
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Emails: When an automatic email bounces it now flags the event (but only if there are no other flags). Note: Manually sent emails will not flag as the bounce email goes directly to the sender’s email account.
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Emails: We now track email click-through rates. See the log tab for emails in the Email Center.
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Leads: Sorting of rental items on an event can now be done by dragging the selected items around.
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Leads: You can now search for items when editing a lead. Quick-add is still done through the search box by typing the name and price, then clicking update.
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Leads: You can now prevent office staff from overbooking items under Settings->General-> ‘when admin overbooks’
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Leads: Balance Due was added under Total on event tab
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Leads: Event County was added under Settings->Optional Fields
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Alerts: Booking Attempted email alerts will now include the exact reason why a customer couldn’t book
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Attachments: You can now include Attachment filenames in a custom lead report
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Mobile: Now admins and workers with permission can log into the mobile workers site, filter and work with leads, and get quotes.
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Quote Page: Selected rentals are now shown at the top of a quote when the customer is editing a quote.
Bugs fixed:
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Rentals: Inactive items no longer perform conflict checking
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Google Calendar: When changing the template, it will resync any future events automatically
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Contracts: Fixed issues relating to a non-active contract being signed.
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Leads: Changing the customer on an existing lead was displaying an incorrect message that it was going to update the old customer profile when in fact it wasn’t.
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Leads: Changing quantity of inactive items no longer clears the price
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Leads: When searching of a customer or keyword and no results were found the spinner icon wouldn’t disappear
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Leads: Click-to-load categories was using the wrong date/time for conflict checking
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Leads: Creating a new lead w/o an email was causing it to not open later
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Leads: Clicking a flag no longer opens in a new window
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Reports: Last Activity/Contact field was showing CRM not enabled even if it was
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Reports: Added Contract Received Date
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Upsell: Items set to not show on the quote form also are not shown via upsell
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Promotions: Fixed bug in promotions where ‘exclude qualifying items’ was not always working
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Promotions: Advanced packages were not working right in certain scenarios
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Quote Page: Link Qty on Accessories now works for time-based on hidden items.
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Emails: Yearly reminders are now going out to cancelled events
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Emails: No longer sending payment received emails for refunds
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Multi-Location: Changes to Online Quoting Settings was causing all locations to be set the same.
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Website Integration: Check availability was returning 1 qty instead of the max available
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API: Added additional event time options when creating leads
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Workers: Sub-menu items weren't clickable on mobile browsers
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Workers: Shift reminders now go out multiple times if worker has multiple shifts on same event