What's New
Stay updated with the latest improvements and features
Updates in Updates-1
Go To button
Add package dimensions
Improved shipping label management
Enhanced order status completion workflow
Add teams to Order/Quote
Add multiple documents to Order/Quote
Task Chat
Internal Messaging System
Project Meetings Notes
Multiple Shipping Addresses for Clients
Add Cc to Quote/Order Emails
Manage Group Permissions
Manage User Permissions
Manage table column visibility
Go To button
From the dashboard, we added a “Go To” button that takes the user to a dedicated page with the order details. From this page, the user can manage everything related to the order. With this update, the person working on the order can now focus on a single order without being distracted by a list of multiple orders.
Add package dimensions
You can now add dimensions to an order in two ways. First, when you select the Dimensions status from the Completed Orders panel, a panel will open where you can add the dimensions. Second, you can manage order dimensions by clicking on Actions and selecting Dimensions and Shipping Label.
Improved shipping label management
From the Completed Orders panel, when selecting the LABEL CREATED status, a window will open where the user can add a shipping label and tracking number per dimension (if dimensions are used) and/or a master shipping label and tracking number for the entire order.
Enhanced order status completion workflow
We enhanced the order status completion workflow. From the Current Orders panel, when selecting the status COMPLETED, a window now opens with additional options that the user can select, based on the delivery method chosen while marking the order as completed.
For example, when completing an order with a shipping delivery method, the user can choose to add dimensions for the order. Once the order is marked as completed, the Dimensions panel will automatically open, and the delivery status of the order will be set to DIMENSIONS.
Add teams to Order/Quote
You can now add teams to orders and quotes. When creating an order or a quote, you can add multiple team members, including both internal and external team members.
Add multiple documents to Order/Quote
You can now add multiple documents when creating a quote or an order, and they will be saved under Other Documents. To view them for an order, click the "View Doc" button and select the option “View and Add Other Documents.”
Task Chat
You can now chat within a task and share documents. Users assigned to the task can receive notifications for new messages and reply directly in the chat. This makes task collaboration more dynamic and efficient.
Internal Messaging System
We have added an internal messaging system to the app. Users can now send internal messages to other users within the same company and reply directly. Messages can also be sent to external users or clients, who will receive them by email. Messages can be linked to a specific order number. When a new internal message is sent, the user will receive a notification in the top navigation bar.
Project Meetings Notes
You can now add meeting notes directly to a project when you meet with a client. Users who have access to the project can also reply to the notes or add new meeting notes themselves.
Multiple Shipping Addresses for Clients
You can now add multiple shipping addresses for a client. When creating a quote or an order, in the Shipping Address section, you can select either the main client address or choose from the client’s other saved shipping addresses.
Add Cc to Quote/Order Emails
When emailing a quote or an order to a client, you can now add Cc recipients, including internal users or external contacts. They will also receive the quote or order by email.
Manage Group Permissions
You can configure permissions by user group using this parameter. It defines what each group of users can and cannot do in the system. Permissions are managed at the group level, not per individual user.
From this section, you control the default permissions assigned to each user group. When a new user is created, they automatically inherit the permissions of the group they belong to.
For example, if you create a new user in the SALES group and the permission “Create New Order” is disabled for that group, the new user will not be able to create orders. However, you can still override this setting later for that specific user in the Manage User section.
How to access it:
To manage group permissions, go to Parameters and click the Manage button next to Manage Group Permissions.
Manage User Permissions
You can now control what each user can do and view by managing individual user permissions. To do this, click on Manage User in the left-side menu. Then, in the user table, find the user you want to manage and click on Permissions.
Manage table column visibility
You can now manage the visibility of table columns for Current, Completed, and Shipped orders by user group or individual user. For example, you may want to hide the Client and Value columns for the PRODUCTION user group.
How to access it:
To manage this, go to Parameters and click the Manage button next to Manage Table Columns.
