January 2025

v25.1.1

• Added new feature: Task Templates, which is available for Ultimate plans. This feature allows you to create reusable task templates that can be used to generate tasks for your staff members.
• When a task is linked to a customer/order, you can now link the task due date to a customer/order date such as the event date, date of sale, etc. This also includes offsetting the due date by a number of days. This makes task due dates dynamic and more relevant to the customer/order.
• Added localization and translation support for Spanish, Czech, and Norwegian. This applies to all customer-facing features in the system such as the appointment scheduler, client portal, inventory showcase, and more. This can be enabled from the General Settings by selecting a Customer-Facing Language.
• Added ability for staff members to log their breaks through the time tracker.
• The inventory showcase now prominently displays filters that are applied to the items displayed, making it easier to navigate through the items.
• Changes to various reports:
  • The Inventory Items on Hand report now allows you to:
    • Show all vendors at the same time, instead of one at a time.
    • Show items based on their status (Active, Discontinued, or Disposed).
    • Filter items by customer type.
  • The Fittings Planning report now allows you to define the order statuses that should be included in the report.
  • Several reports now surface the net sales amount instead of a total sales amount: Inventory Performance, Inventory Trends, Staff Member Sales (includes net and total sales). This better reflects the intent of the reports.
  • The Order Financials and Orders Created reports now allow you to include multiple order statuses in the report, and now filter out cancelled orders by default.
• Various enhancements to purchase orders:
  • Quantity ordered is now clearly displayed when quantity is not 1.
  • When printing a purchase order, the format is now more standardized and includes the date, PO number, account number, vendor name, and vendor phone number. The pricing information is also now improved and more consistent.
• You can now view inventory items sorted by Recently Updated date or Recently Added date.
• Appointment reminder emails now include the View/Manage appointment link, similar to the confirmed appointment message.
• Client Portal Link is now an available smart field for confirmed appointment messages and appointment reminders, allowing you to easily surface the client's portal link in your appointment messages.
• If a customer has unsubscribed from emails, you will now receive an error message if you try to send them an email.
• Various styling improvements throughout the system, mostly including customer-facing areas.