Rentopian Rental Software News Center

Hi there,

You can now import category and subcategory assignments for your products using a dedicated Product Update import mode — making large-scale catalog organization much faster.

What's New:

- A new Product Update import mode supports category and subcategory assignments

- Includes a dedicated mapping UI for category fields during import

- Validates category data before processing to catch errors early

How to Use It:

- Go to Data Import and select the Product Update import type

- Map your category and subcategory columns using the import mapping interface

- Run the import — products will be updated with their new category assignments

Benefits:

- Organize large product catalogs without manually updating each product one by one

- Consistent category structure across your entire inventory

- Faster catalog setup for new accounts or after major reorganizations

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

Hi there,

Admins now have greater visibility into user account activity. Login history and two-factor authentication status are now accessible directly on each user's profile page.

What's New:

- A Login History section on the user profile shows IP address and date/time of each login

- 2FA status is displayed, including whether a 2FA attempt was started, pending, or completed

- Accessible to admins from the Users management area

How to Use It:

- Go to Settings > Users and open a user's profile

- Scroll to the Login History section to view recent activity and 2FA status

Benefits:

- Quickly identify suspicious login activity or unauthorized access attempts

- Verify whether team members have completed 2FA setup

- Better account security oversight without needing external tools

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

Hi there,

You can now require clients to sign their contract before they're allowed to access the payment page or complete a payment request. This ensures you always have a signed agreement on file before any money changes hands.

What's New:

- Orders can now be configured to require a contract signature before payment

- Clients who haven't signed will be redirected to the contract signing page when they attempt to pay

- Once signed, they can proceed to payment as normal

How to Use It:

- To enable go to Settings -->Financial/Payment --> Payment Page and check the Require Contract Signature Before Payment box

- When enabled, the payment page and payment request links check for a signed contract before granting access

- No changes needed for clients — they'll be guided through signing automatically if they haven't done so

Benefits:

- Ensures legal protection before any payment is collected

- Eliminates the risk of receiving payment from clients who haven't reviewed and signed the agreement

- Fully automated — no manual checking required

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

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].