Added
Studio Owner: Transfer Ownership
Added the ability for studio owners to transfer ownership to another team member. **Please note: Only studio owners will have access to change studio ownership**
User Profile: Updated Password or Email Address Notification
Added notification emails to alert users when someone has logged in as them and their email or password has been updated. (Clients will not receive a notification if you change their email address for them in your Client Management.)
Payment Reports: Added Payment Notes
Payment notes can now be viewed in the Payment Reports by clicking on the information icon in the Notes column. Notes will also export as a column in the CSV export.
Design Board Hotspots: Link From Product in Project
Added option to select products in the project’s Products & Services List or filtered views.
Design Board Hotspots: Hide Hotspots
Added the ability to hide hotspots.
Invoice Reports: Added Tax Rate Filter
Invoice reports can now also be filtered by tax rate
Product Catalog: Added New Search Fields
Added the ability to search by Finish and by Color
Product Catalog: Added New Filters
Products can now also be filtered by:
Price (range)
Dimension Measure type (dropdown)
Height (range)
Width (range)
Depth/Length (range)
Weight Measure type (dropdown)
Weight (range)
Environmental Impact (range)
Project View PDF: Job Site Sheet
Added a Job Site Sheet with QR code that links to view (only team members and clients who are on the view will be able to access it via QR code)
**Please note: the QR code has been intentionally disabled in this example**
Taxable and Non-Taxable Subtotals
Taxable and Non-Taxable Subtotals have been added to invoices, orders, invoice reports, and order reports for easier tax reporting.
Fixed
Invoice Reports: Package Receipts - Package Receipt status now shows as Paid instead of New
Removed
Payment Reports: Package Receipts More Menu - Package receipts no longer display the three dots to access the unneeded more menu