Reduction in Duplicate Leads

InflatableOffice shared this announcement 2 years ago

Release Notes Video:

New Features:

  • Quote Page: Improved behavior of customers creating duplicate quotes. Now the system will just update their last quote instead of creating a new one. You can configure behavior under Settings->Online Quoting. If you set this to 0, the behavior will be the same as it previously was. If the lead is in non-quote status they will not be able to edit it.
  • Quote Confirm Page: Removed customer’s edit button if that lead is in non-quote status.
  • Quote Page: Added option for email marketing consent (support for GDPR and CASL). Settings->Optional Fields
  • Contract Page: Added a ‘sign now’ button on the signature line of unsigned contracts
  • Optional Fields: You can now easily create drop-down lists on leads/quote pages. Set Type to ‘Select’
  • Optional Fields: Flat fees for delivery method and surface are now available for the auto-recalc option.
  • Wordpress: You can now have multiple quote pages integrated on the same website.
  • IO Phone: Can now configure caller ID on incoming calls to your phone to show company number or customer number
  • Vendors: You can now set them to be taxable by default for newly created items. Settings->Payment Options
  • IO Phone: Added voicemail transcription notes to CRM tab

Bugs fixed:

  • Leads: Auto-recalculated fees will now be auto-added to a lead if they aren’t already on there
  • Wordpress: Fixed adwords integration to properly pass adwords flag on new leads
  • Emails: Fixed several auto-emails to work properly when multiple reminders were created
  • Calendar: Improved the availability list in the “Day View” for parent/child items
  • Payments: Fixed erroneous payment errors on contract tab when recharging is enabled but not used
  • Mobile: Fixed availability checker for structured items
  • Square: Added support for multi-location square accounts
  • Emails: Prevent event reminder email from going out if contracted status isn’t reserving inventory
  • Promotions: Fixed issue when qualifying for multiple specials not always picking the best one
  • Wordpress: Fixed io-yellow theme’s homepage to use testimonials integration
  • Wordpress: Fixed io-original theme’s menu styling and toggle

See history of updates

Comments (6)



Voicemail transcription is amazing and the IO Phone caller ID configuration is PERFECT FOR ME! If it works the way I think it does we can finally leave stupid RingCentral behind!


great release. I am not seeing the sign-now one the same line though, on my contracts? example lead 3480123


I adjusted your template a little so it looks better for you.


Still not seeing it?2ed03efd704bbb3574d663260dd41c96


It shows at the bottom:6d6e50e2ef4a7806c68663a3b80271f9

1 i understand what the update did. great thinking...i just never look down there haha