Added
Studio Settings: Accounting - Tax Rates: Added the ability to create and apply split tax rates
Studio Settings: Accounting - Tax Rates: Added the ability to archive tax rates
Studio Settings: Payments: Added the ability to set a studio default for which payment type to accept (ACH vs CC)
Studio Settings: Projects: Added a new Projects tab in the studio settings to allow for creating, editing, and deleting custom project statuses
Studio Event History: Added event tracking for when a folder or embed is opened by client
Reports: Orders: Added the ability to download detailed CSV files for multiple Orders so users can import them into their accounting software
Reports: Orders: Added the ability to search order reports by order number
Reports: Invoices: Added the ability to search invoice reports by invoice number
Project Order Index: Added the ability to download detailed CSV files for multiple Orders so users can import them into their accounting software
Client Management: Added client and lead types, sources, initial analytics, ability to tag clients and leads
Packages: Added the ability to automatically set source and type for anyone who purchases a particular package
Mobile: In-App Product Clipper: Added search functionality to the URL bar
Project Products & Services: Filters: Added the ability to filter for "locked" items
Product Catalog: Added bulk tagging action
Media Gallery: Added the ability to edit file names of items in media gallery
Media Gallery: Added the ability to remove backgrounds of images that are already in the media gallery
Task Management: Task Templates: Added the ability to automatically set start dates and/or due dates on tasks created from task templates
Project Design Boards: Added a deselect button
Project Overview: Added the ability to send a studio invite to a client from within project
Changed
Project Products & Services: Products: Updated the base rate on product variants to reflect Trade or Retail price
Project Design Boards: Moved the fit/fill and zoom buttons on design boards to left-hand side of board for easier access when the item list is open
Project Design Boards: Deselect by tapping the ESC key
Project Design Boards: Export and Share are now available even when board is locked
Product Catalog: Changed product quick view from a dialog box to a sidesheet for easier access
Service Catalog: Changed product quick view from a dialog box to a sidesheet for easier access
Time Tracker: Create Time Entry: Changed time entry creation from a dialog box to a sidesheet for easier access
Time Tracker: Edit Time Entry: Changed time entry editing from a dialog box to a sidesheet for easier access
Time Tracker: Time Entry Description: Changed time entry description from a dialog box to a sidesheet for easier access
Project Overview: User Quick View: Changed user quick view from a dialog box to sidesheet for easier access
Project Overview: Changed quick add of user in the project edit dialog from a drawer to a dialog box
Message Center: Archived and Inactive Team Members and Clients will now be available in the Select People filter when filtering
Client Invite Email: Set Password Link: If a client has already set their password, they will now be redirected to their dashboard (if they are currently logged in) or to the studio login page