May 15, 2023
π Improvement: Added a reload window when the user is automatically logged out due to inactivity
π Reporting
π Reporting Improvement: Optimized loading custom reports
Stay up to date with the latest features, improvements, and updates.
π Improvement: Added a reload window when the user is automatically logged out due to inactivity
π Reporting
π Reporting Improvement: Optimized loading custom reports
πΌοΈ Inventory
π Inventory Improvement: improved the inventory importer so that it doesnβt overwrite inventory records in the rare occasion that there is no inventory id in the spreadsheet and there are artists with the same initials
π Bug Fixes
π Reporting
π Reporting Improvement: added the Grand Total column in the Invoices by Amount report
π Bug Fixes
πΉ Transactions
π Transaction Improvement: improved invoice number search so that users can search via partial invoice number
πΌοΈ Inventory
π Inventory Improvement:
π Bug Fixes
π Contacts
[Now Live] Users can filter contacts by first/last name is empty
What is it?
In Contacts, open the filters > select First Name or Last Name > there is an Is Empty option in the dropdown

Why does it matter?
When users need to clean up the contact data or create a separate smart mail with a different greeting line for contacts without a name, this feature helps users to quickly filter the contacts.
How to use it?
Go to Contacts > Show filters > First Name or Last Name > Is Empty
π Bug Fixes
π Contacts
π Contact UI Improvement: Added a notification when the import spreadsheet exceeds 2000 rows
βοΈ Smart Mail
π Smart Mail Improvement: Optimized the speed of removing contacts from a smart mail
π Bug Fixes
πΌοΈ Inventory
π Inventory Improvement:
π Bug Fixes
βοΈSettings
π Settings UX Improvement: changed the default settings to make sure all new accounts have a default currency
π Bug Fixes
πΌοΈ Inventory
π Inventory Improvement:
π Bug Fixes
π Reporting
π Reporting Improvement: Added the new Payment History and Last Payment Date columns in the Invoice by Amount report
βοΈSettings
π Settings UX Improvement: changed the contact association type from user-specific inventory settings to organization-wide inventory settings
π Bug Fixes
π Bug Fixes
πΌοΈ Inventory
[Now Live] New optional βphone numberβ field in inquiry form
What is it?
In the inquiry form in the online viewing room, there is a new Phone Number field.

Why does it matter?
By having the visitorβs phone number, it increases the chance of connecting with clients and making sales.
How to use it?
It is now showing up in all online viewing rooms.
[Now Live] New columns in the inventory detailed list view
What is it?
In the inventory detailed list view, there are more available columns

Why does it matter?
It allows users to better customize the inventory view. In particular, there are two new columns Contact Associations and Invoice Status. Additionally, all the inventory custom fields in your account are available in this dropdown.
How to use it?
Hover over the header and click on the three-dash icon, click on the vertical icon, and then select or de-select columns.
π Inventory UX Improvement: Improved the online viewing room so that it does not ask for emails for repeat users
πΉ Transactions
π Inventory UI Improvement: changed the invoice draft created status to unsent
π Bug Fixes
π Bug Fixes
πΌοΈ Inventory
π Inventory UI Improvement: added the inventory number dropdown for editions in inventory basic list view
π Bug Fixes
β Happy Holidays!
πΉ Transactions
[Now Live] New βReturnedβ status for consignments
What is it?
After creating a return, the consignment automatically gets marked as Returned and the return date shows up in the Consignment Date column

Why does it matter?
It allows users to track consignment status more easily
How to use it?
Click on the Return Consignment button, and then enter the return information. After the return transaction is created, the consignment status will automatically update.

[Now Live] Inventory custom fields now available for invoices
What is it?
Under Settings > PDF Templates > Transaction, your inventory custom fields are now available

Why does it matter?
It allows users to add inventory custom fields to the invoices
How to use it?
Go to Settings > PDF Templates > Transaction, and click on View custom inventory fields, then copy and paste the desired fields into the text box below
π Bug Fixes