Vendor Updates and Optional Date Fields

InflatableOffice shared this announcement 2 months ago

Release notes video

Overview -> Vendors now provides a snapshot of vendor activity

New Features:

  • Leads: Optional Fields now support date type which you can also use in filters.
  • Workers: Permission added to allow worker to add/edit payments
  • Workers: Permission added to allow exports/reports for customers, leads, workers
  • Reports: Vendor columns added to custom report options
  • Leads: Allowed page to expand to max browser width
  • IO Phone: Added duration to VM alert
  • Vendors: Added alert when a PO is signed
  • Vendors: Added a section under Overview for Vendors
  • Vendors: Calendar now has an option to see scheduled vendors
  • Mobile App: Improved mobile payments process
  • Mobile App: IO Phone dialer added
  • Mobile App: Can now your worker shifts when you have Lead access


Bugs fixed:

  • Quote Page: Fixed issue where duplicate accessories would sometimes get added to new leads
  • Password: Fixed the reset password link
  • Inventory: Fixed it so parent/child items now properly show up in search
  • Delivery: Fixed glitch with deleted warehouse work shifts sending emails
  • Delivery: Fixed vehicle packing list to also include main item name when packing list is defined
  • Warehouse: Fixed issues with Zip+4 messing up calculations and contact form
  • Reports: Allowed rental quantity to be summed when grouping by item name
  • Wordpress: Various updates to the io template themes
  • Wordpress: Book now button can now act the same as ‘checkout’. Requires update to io_rental shortcode.
  • IO Phone: Delays related to greetings/music have been fixed
  • Quote Page: Prevent advanced times from being outside of event time
  • Quote Page: Better errors added when auto-booking fails due to distance restrictions
  • Authorize.net: Now pass event organization over to gateway
  • SquarePayments: Fixed glitch where surcharging wouldn’t always calculate correctly
  • Multi-Location: Fixed glitch where quick-add vendor items were sometimes assigned to all locations
  • Packages: Fixed glitch where advanced packages would sometimes be missing “Add to Quote”
  • Vendors: Made adding new vendor items less confusing
  • Vendors: Fixed glitch with advanced times not used in vendor emails
  • Filters: Due keyword now properly saves with Filter
  • Filters: Pay: < 1 now works to show all leads without a payment
  • Mobile App: General stability, bugs, and layout improvements
  • Mobile App: Can remove individual keywords from filters now

See history of updates

Comments (8)

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1

It looks like Overview > Vendors needs a permission setting added. We can't access it with regular user accounts.

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2

I've added the permission. You'll have to enable it through the admin account for any workers. Thanks!

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1

I'm still having problems with it: I change it to "Full access", hit save, and the permission reverts to "None".


Also, shouldn't the permission be called "Overview Vendors", in order to continue with the current organization?

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2

Sorry. It should be working now.

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1

What needs to be updated in shortcode?

  • Wordpress: Book now button can now act the same as ‘checkout’. Requires update to io_rental shortcode.

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1

Update the IO plug-in to the latest version (2.2.0 or later).I think both the io_rental and io_cart had changes. If you've made any changes to those you'll want to copy them somewhere first, otherwise, just delete both of them by dragging to the trashcan, then de-activate and re-activate the IO wordpress plug-in and it will re-create them.

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1

I'm only seeing version 2.1.9? Also, how do i change to prevent redirecting during a quote to IO from our site.

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1

Sorry, try it again.

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