Hi there,

You can now filter the Global Packing Report by whether setup is required on an order — and reference setup status directly in your email templates with a new shortcode.

What's New:

- A Setup Required filter has been added to the Global Packing Report

- A new email template shortcode lets you reference whether setup is required on an order

How to Use It:

- In the Global Packing Report, use the Setup Required filter to show only orders that need setup, or exclude them

- In Email Templates, use the new shortcode to dynamically include setup information in client-facing emails

Benefits:

- Quickly isolate setup jobs in your packing workflow

- Communicate setup requirements to clients automatically through email templates

- Better coordination between your logistics and setup teams

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

Hi there,

The date range picker used in Report Presets has been updated to a new, improved component for a better selection experience.

What's New:

- Report preset date filters now use an updated date range picker component

- Cleaner interface and more reliable date selection behavior

Benefits:

- More intuitive date range selection when setting up or editing report presets

- Consistent with date picker updates made elsewhere in the system

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

Hi there,

Invoice management just got more targeted. You can now filter your invoices by Due Date in addition to the existing event, start, and end date options.

What's New:

- A Due Date filter option is now available in the invoice filters

- Works alongside existing date filters (event date, start date, end date)

How to Use It:

- Go to your Invoices list

- Open the filters and select Due Date as the date filter type

- Set your date range and apply — only invoices with a due date in that range will appear

Benefits:

- Quickly identify invoices coming due soon for follow-up

- Better collections workflow — filter to overdue or upcoming invoices in seconds

- More flexible invoice management for billing teams

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

Hi there,

A small but time-saving improvement: when you create a new venue address while adding or editing an order, it now automatically selects and closes — so you can keep moving without extra clicks.

What's New:

- Creating a new venue address during order entry now automatically selects the new address in the delivery/pickup field

- The address creation panel closes immediately after saving

- Previously, you had to manually select the newly created address after saving it

Benefits:

- Fewer clicks during order entry

- Eliminates the extra step of finding and selecting a venue you just created

- Smoother workflow when setting up new event locations

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

Hi there,

When reviewing the activity log on an order, you can now see attachments that were included in sent emails — not just the email content itself.

What's New:

- Attachments sent with emails are now displayed in the order activity log alongside the email body

- Gives a complete picture of exactly what was sent to the client at each communication touchpoint

Benefits:

- Full communication history including attached files — all in one place

- Easier to verify what documents a client received without digging through sent mail

- Better audit trail for your team

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

Hi there,

Team members who haven't set up personal SMTP credentials can now send CRM emails using your company's system email account — so no one on your team is blocked from communicating with clients.

What's New:

- Users without personal SMTP configured can now send CRM emails using the company system email

- A Reply To field now shows the appropriate reply address so client responses are routed correctly

- Previously, users without SMTP were unable to send CRM emails at all

How to Use It:

- Navigate to any customer profile

- Click on the Communications tab

- Click on the Emails option and fill out the email information and click Send Email

Benefits:

- Every team member can send CRM emails regardless of their individual email configuration

- Clients can still reply directly to the right person via the Reply To address

- No delays in client communication while waiting for SMTP setup

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

Hi there,

Two new shortcodes are now available for your email templates, making it easy to include deposit details in automated client communications.

What's New:

- deposit_amount — inserts the remaining deposit amount owed by the client

- deposit_due_date — inserts the date the deposit is due

How to Use It:

- Go to Settings > Email Templates and open a template

- Add {deposit_amount} or {deposit_due_date} anywhere in the template body

- These will be replaced with the correct values when the email is sent

Benefits:

- Automate deposit reminder emails without manually filling in amounts and dates

- Clients receive clear, accurate deposit information every time

- Reduces back-and-forth about deposit details

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

Hi there,

To keep your tax configuration clean and accurate, the system now prevents duplicate tax rates from being created for the same geographic location.

What's New:

- Creating or editing a tax rate now validates that no other rate already exists for the same state, city, or zip code

- Duplicate entries are blocked with a clear error message

Benefits:

- Cleaner tax configuration with no conflicting rates for the same location

- Prevents billing errors caused by duplicate rates being applied

- Easier tax management across multiple locations

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

Hi there,

A fix has been applied to driver division filtering in dispatching so that drivers with access to all divisions now appear correctly in the dispatching and driver selection interfaces.

What's New:

- Drivers with All Divisions access now correctly appear in dispatching views and driver selection dropdowns

- Previously, division filtering was joining against an incorrect column, causing some drivers to be hidden

Benefits:

- No more missing drivers in dispatching queues

- Driver assignment works correctly regardless of division access settings

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

Hi there,

When generating bulk print reports for invoices, you can now filter by finalized or unfinalized status — so you only print exactly what's ready.

What's New:

- A new Finalized filter is available in the Bulk Print report for invoices

- Options: Finalized, Unfinalized, or leave blank to include both

- Works alongside your existing date and status filters

How to Use It:

- Go to Reports > Bulk Print

- In the filters section, set the Finalized filter to your preference

- Run the report — only matching invoices will be included

Benefits:

- Stop accidentally printing or exporting invoices that aren't ready yet

- End-of-cycle billing workflows are cleaner and faster

- Combine with other filters for precise invoice batches

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