Declined Approvals Emailing the Requester

If a customer declines an approval, the original requester will receive an email containing the changes requested.

Decline Emails Improvement

When a customer's Decline messages send, they will appear correctly in the Order's messages. Additionally, the correct Order Number will appear in all email messages.

Next update: we will send an email back to the approval requestor.

Payment Request History Doesn't Change

Previously: when a payment was made toward a payment request, the payment request's history would inadvertently be deleted.

Now: all payment request history records are permanent – even after payments are made.

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Decline Approvals

You asked and we listened! Approval requests can now be declined by customers and allow them to include more information.

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Merch Improvements

Set a default Invoice Status when creating a new invoice from a Merch store. This can be done in Apps > Merch > Settings m.png

Select a customer for your new invoice when copying over Orders from your Merch store Screen Shot 2019-08-20 at 4.43.26 PM.png

Preset Task Group Bugfix

If Automation applies a Preset Task Group to an invoice when a certain status is selected, the tasks will only be applied once now.

Prior, the Preset Task Group could be applied again if a status was used multiple times with Automation attached.

Bug Fixes

A few bug fixes to share!

  • Searching for order nicknames has been fixed. If you look for highsch*, it will correctly return highschool as an example.
  • When viewing All Customers, the Order Count column is now accurate.

Text Formatting on Orders

You can now utilize text formatting on an order's Notes and Production Notes. This will help increase communication on orders.

We now include the ability for bolding, italics, bullet, and numbered lists.

You can also use shortcuts to format text quicker:

Bold

  • PC: Ctrl + B
  • Mac: Command + B

Italics

  • PC: Ctrl + I
  • Mac: Command + I

Bullet List

  • PC: Ctrl + Shift + 8
  • Mac: Command + Shift + 8

Numbered List

  • Mac: Command + Shift + 8
  • PC: Ctrl + Shift + 8

Contractor Profiles

Handle contract customers with ease now. Create Contract Profiles to change company information on invoices, box labels, packing slips, and work orders using Contractor Profiles.

Using the Premium plan, you can create these profiles in My Account > Contractor Profiles.

Duplicate Line Items Category Missing

When duplicating a line item, the category will be correctly copied over as well.