Hi there,

In the logistics section of your transactions, you can now hide the fields used to create a timeline.

This table of dates and times can be hidden by selecting the "Hide Logistics Dates" in your Order Settings. To find this option, navigate to your Settings then select the Orders tile. In your Order Settings you'll scroll to the Logistics section and check the box next to the "Hide Logistics Dates" option under the Default Transportation Type heading.

If you have any questions, please reach out to our team either through the chat or by emailing [email protected].

Hi there,

We added a feature to your Transactions List to allow you to save your filter combinations to your Quick Filters list.

Once you select your filters, you'll click the new Save As Preset button in the bottom right of your filter options. Then you'll get a popup where you can give the filter combination a name of your choosing. Once you give a name and click the green Save button, it will be added to your list of Quick Filters above your filters drop down. When clicked, your quick filters will automatically select your filters.

If you have any questions please reach out to our team!

Hi there,

We're excited to share that we've added order snapshots to your Activity History tab in your order view screen! Anytime you click "Update" on your quotes or orders, a snapshot PDF will be generated and saved in the Activity History log.

You do not have to make any changes to turn on this new feature and moving forward you'll have a snapshot for any transaction you update.

If you have any questions, please reach out to our team either through the chat or by emailing [email protected].

Hi there,

We've added a new shortcode for transportation type to your document options! When added to your documents, it will display the selected transportation type.

If you need help adding this to any of your documents, please reach out to our team!

Hi there,

We added the ability to require contacts when creating a transaction. This option can be enabled under Settings --> Client Settings --> General.

Please reach out to our team if you have questions or need help enabling this feature on your account.

Hi there,

We've updated the client options! You now are able to set special conditions, like special invoice terms, for specific clients by editing their profile. When used, client-based conditions will replace client-type or default conditions. Please reach out to the team with any questions!

Hi there,

We're happy to announce that you can now customize delivery fees for your venues! You can either add an additional fee to your regular delivery rates, or you can have a specific set delivery fee that replaces your regular delivery rates. If you have any questions, please reach out to our customer success team!

Hi there,

We're so excited the upgrade is LIVE! We hope you are loving the new super charged platform. We've seen minimal issues thus far, but please reach out to our team if you need any support.

Some customers asked why we released this update during busy season. While change can be hard at any time, this upgrade was essential to ensuring the powerful and smooth functionality you need on from Rentopian ensuring your team can perform at their best during the busy season and beyond!

This new upgraded engine will ensure fewer bugs, more efficiency, and the ability to create bigger enhancements.

Although there are some sleek design enhancements that came with the upgrade, the biggest changes are "under the hood" that empower our team to create bigger improvements to critical areas like logistics.

As with any change, there can be hiccups but our team is standing by to support with any that you may find. You can send us a message in the chat, email us at [email protected], or give us a call at (855) 933-3355.

Hi there,

Our engineering team has been hard at work with a system update featuring a new streamlined interface and new enhancements to be released the beginning of next week!

Core Enhancements 💪

This initial upgrade is the first step in enabling our team to start building and releasing bigger updates and improvements to main modules. These enhancements will not impact any of your workflow or processes, but you'll start seeing increased capabilities and more efficiency right away.

Design & UI Enhancements 👩‍🎨

We've revamped the interface to give you a cleaner, more consistent feel. Below are a couple examples of improvements you'll notice.

Clean Interface

The overall interface is easier on the eyes and more streamlined.

Compact Views

Option for compact view in various areas displaying products.

Menu Search

In menu search to quickly find your navigation.

Filtering Option

Improved filters have been added to multiple areas, like orders, invoices, projects, and quotes.

If you have any questions, our team is standing by to assist!

Hi there,

We've added the "Managed By" field as a column to your Orders and Overbooked Orders Reports! As with other columns in the report, you can move it left or right in the report depending on your preference. If you have any questions please reach out to our team!