NOTE: this update will be fully released as of January 26, 2023.
Help your team focus on what matters most with our new Manage Views functionality - at long last! We have had this on the queue for development for 6 years now, and after a great idea by one of our valid clients - thought we would attempt to sneak it in. It ended up being much more complicated than expected, but we think the results turned out pretty well. Stay tuned for more updates as we continue to extend this with even more improvements to the data tables!
Now users can receive payments for multiple invoices at the same time on the Invoices page.
Contact data is now saved in TSA when the lead generation form is submitted, extending TSA’s CRM functionality.
Companies can now turn Operation tracking on and off per plant, providing more nuanced control over the shop floor production reporting.
This continues to implement the changes required for the Bill of Material as well as laying the groundwork for upcoming changes to the 3D Designer UI.
This allows the initial order save event to be tracked and reported for improved pipeline optimization.
Provides faster access to the common PDFs for buildings.
Provides for a consistent file upload experience.
This improves the user experience with all PDFs are consistently generated in a modal.
Added these dimensions to help companies manage orders for buildings with transitional serial numbers.
This reduces the steps necessary while fulfilling and/or cancelling orders that have been flagged as Waiting on Customer.
In some cases, cancelling a fulfilled order requires that Building Ownership and/or the Building Location be updated after the order is cancelled. This notification alerts the user of the potential changes.
This update provides better control over the Inventory Storefront navigation experience, allowing for additional updates in the future.
This update improves the Display Filter function on the Inventory Storefront.
Reduces the navigation options for users with the Employee role.
Long overdue update for the Inventory Forms - provides more customization and a more user friendly interface for modifying the contents.
In select cases, tax rate lookup failed. This task better informs the user about corrective action.
Now when a building is cancelled, all of the associated Operations are also deleted.
As more functionality is added to the System Settings, this improved UI makes for a better user experience.
In some cases, users could move through the order form faster than the order’s 3D image assets could be saved. This fix prevents this from happening and allows users to initiate asset save regardless of order status.
With this update, Saved Design and Assisted Save are recorded with the contact information. This helps users better understand the contact quality and extends the TSA CRM functionality.
This needed to be updated to avoid duplicate event reporting on change orders.
We decided to roll this feature back from general usage due to the technical challenges it presented multiple clients and marketing agencies. If you would like our Managed Marketing team to help you with your ad spend, please feel free to contact us.
With this update, negative values can be used for Store Surcharges, effectively allowing a discount for select stores.
We removed the in-app notifications for the removed order form settings.
This update is another step in allowing companies to create orders for each other.
Assumes the likely date for In Stock orders, meaning one less decision required by post-sale operations.
Makes the operations for a building a bit easier to follow.
Adds the Total function to additional columns.
A tweak to the hover trigger on the new View functionality.
Making the context tags available under the View Building UI provides a more efficient management process.
This messaging did not apply for all use cases.
In select cases, the scheduled date and time for deliveries was not updating as expected. This fix resolves this issue.
In select cases, when an RTO company signed an order, the building sold status would change. This fix resolves this issue.
In select cases, the unit price for the custom unit would not permit a 0 placeholder after the decimal.
In select cases, an order that had been processed and revised could not be submitted. This fix resolves this issue.