Square integration, Vendor and Gmail improvements

InflatableOffice shared this announcement 11 months ago

You can now manually send an email to a vendor to check availability in addition to the auto-email.

New Features:

  • Payments: Integration with Square has been added under Settings->Payment Options
  • Email: If using a google email account, go to Settings->Email Settings and use the Grant Token function
  • Email: Added alphabetical sorting and more categories for filtering in Email Center
  • Email: Workers can now configure their own IMAP integration (in Workers Site)
  • Quote Page: You can now upload category images and have them show up on your quote page (Settings->Categories)
  • Wordpress: Shopping cart can now be added to all pages. Get the latest wordpress plugin
  • Vendors: You can now manually send a Vendor Quote email (the auto-email only goes out on brand new quotes w/vendor items)
  • Vendors: You can now delete a Vendor PO
  • CRM: Logging Manual Text Messages Now

Bugs fixed:

  • Vendors: Resend email for vendor new quote emails fixed
  • Vendors: Fixed issue where non-vendor items looked like vendor items
  • Vendors: PO’s will show correctly as ‘email sent’ and also now logs create and deletes
  • CRM: Improved recurring tasks behaviour

See history of updates

Comments (10)

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1

Can't seem to get the square integration to work. It says active but it's not showing up. Thanks

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1

Bud, you are still using our old quote pages which we no longer provide updates to. If you want to use square integration you'll need to switch to our new quote pages. Here are the instructions.

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1

It's not working for me either. I connect and set square to active. Every time I return to payment options it says inactive again.

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1

Sorry for that. Can you try again?

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1

I revoked access to square from IO and tried reconnecting and now I get this.7a296071fca50649d83dbaba162f1c23

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1

We saw the error when it happened. We're looking into it now.

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1

I am glad to see the update being available. Does it work with the Square POS system also? I was not sure if IO could be pulled up on there equipment.

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1

Not at this time because the register wouldn't have the Lead ID and know where to post the payments to in the IO account.

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1

Great... can't wait til you guys figure that out! Square integration sounds AWESOME.


http://www.ClownsOfAtlanta.com

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1

Square integration works, just not with the POS at this time. Thanks.

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