NOTE: this update will be fully released as of January 16, 2024.

Customizable Dashboards (TSA-15807)

Why We Worked on This

Customize your dashboards to keep your most important information front and center. We have added the ability for users to customize dashboards per their personal preferences as well as extending visibility and visual controls and improved graphing and analytics. This saves time and facilitates focus on the most important information.

Additional Updates

Features

Feature: Share Your Design (TSA-15936, TSA-15937, TSA-15938)

Why We Worked on This

How about more highly qualified leads? And for free? Encourage guest users to share their custom shed designs to popular social media channels with the new ‘Share Your Design’ modal settings for the order form. Check out the video for more details on how to get started.

Feature: Extend Operations: Add Operations and Maintain Operation Detail and Add Operations (TSA-15949, TSA-16034)

Why We Worked on This

Improved auditing as well as the ability to change specific item operation data makes for a much improved means of tracking and managing operation cost. This is also another significant step on BoM progress. We have also added an alternative channel for adding operations to a building - making it much easier for admins to update operation costs associated with a building. There are some specifics on this, so probably a good idea to watch the video for more information.

Feature: Reports → Sales Analytics: Order Details (TSA-15969)

Why We Worked on This

Looking to plan your material ordering next year? Trying to understand and potentially get ahead of new trends for retail? Dig down into the details on your historical orders to spot trends and make predictions with the new Order Details report. This release also updates the other charts on the Sales Analytics reports with improved definitions and management. Watch the video below for more information.

Feature: Extend View Building: Add Supplies (TSA-15994)

Why We Worked on This

This provides an alternative channel for adding supplies to a building - making it much easier for admins to update building supply costs.

Updates

Update: TSA Payments (TSA-15877, TSA-15934)

Why We Worked on This

Extended this functionality and added some additional payment statuses and behaviors.

Update: Extend Building Options: Railing (TSA-15898)

Why We Worked on This

This provides new functionality for line item 3D railing building options.

Update: Plan View for Electrical Options (TSA-15920)

Why We Worked on This

This makes it easier to get going with electrical layouts.

Update: OF: Auto Submit on Signature/Payment (TSA-15921)

Why We Worked on This

We unintentionally created an extra ‘submit’ step for some orders on the new UI. This task took care of the problem.

Update: OF: Banner Script Embed on Lead Generation Screen (TSA-15935)

Why We Worked on This

Changed this such that this element was only available to the Lead Generation screen, making the embed compatible with more 3rd party vendors.

Update: OF: RTO Contract Availability and Messaging (TSA-15951, TSA-15954, TSA-15955)

Why We Worked on This

Made some significant improvements to this functionality making it much more efficient for users and clarifying expectations.

Update: OF: Summary Stage With Known Billing Information (TSA-15952)

Why We Worked on This

Improved the handling and UX for this scenario.

Update: Notification Styling (TSA-15953)

Why We Worked on This

Standardized and improved the notification styling.

Update: Extend Order Form: Phone Number on Contact Load (TSA-15959)

Why We Worked on This

The phone number is now loaded and visible as per company requirements/settings on the order form.

Update: OF: Summary Popover Reset (TSA-15985)

Why We Worked on This

With this task, the selections made in the Order Form Summary element (Design Stage) maintain their settings more consistently.

Update: Archiving Catalog Items (TSA-15988)

Why We Worked on This

After this update, a catalog item must be removed from all building design templates prior to being archived.

Update: Extend Webhook Payload (TSA-15992)

Why We Worked on This

Added additional parameters for contacts, including SMS Opt In/Out.

Update: Extend Available Filters on Manage Deliveries: Production Status (TSA-15993)

Why We Worked on This

This makes the Production Status available as a View filter on the Manage Deliveries page.

Update: OF: Required Deposit Amount Distinction (TSA-16009)

Why We Worked on This

Made several improvements to the way this is communicated and labeled throughout the UI for consistency and clarity.

Update: Extend Bulk Edit Import on Building Models and Options: Add (TSA-16010)

Why We Worked on This

Added the ability to ‘Add’ building models and options on Bulk Edit Imports.

Update: Add Data ID and Date Updated to Catalogs (TSA-16017)

Why We Worked on This

Provides a bit more nuance for setting up Views on the catalog pages.

Update: TSA Payments and Deposits Reports (TSA-16005, TSA-16020, TSA-16027)

Why We Worked on This

Extended this functionality in several areas, including providing the ability to export.

Update: OF: Mobile Navigation (TSA-16044)

Why We Worked on This

Makes navigating on smaller screens a bit more intuitive.

Update: Re-Open Invoice on ACH Return (TSA-16049, TSA-16057)

Why We Worked on This

Invoices are now re-opened if an ACH payment is returned.

Update: TSA Payments Update (TSA-16065, TSA-16069, TSA-16076)

Why We Worked on This

Improved the TSA Payments functionality in several key areas.

Update: OF: Order Form Options: Default Layout for Categories (TSA-16072)

Why We Worked on This

Added the ability to set the default (Grid or List) layout selection on the Order Form Design Stage. This can be found under System → Settings.

Update: Deprecate Stripe Functionality (TSA-16077)

Why We Worked on This

This task formally deprecated some Stripe functionality that was rarely being used.

Bugs

Bug: Index Numbers on Work Orders (Duplication) (TSA-15884)

Why We Worked on This

In some cases, the index numbers reflected on the work orders were being duplicated.

Bug: Buildings List Page, ISE (TSA-15888)

Why We Worked on This

An Internal Server Error was being generated when select data columns were indicated.

Bug: OF Design Stage: Expired Items (TSA-15908)

Why We Worked on This

Expired items were preventing users from seeing and modifying existing options on the Design Stage.

Bug: Test Companies Solution (TSA-15914)

Why We Worked on This

Remedied a live solution for test companies.

Bug: RTO Starting At (TSA-15915)

Why We Worked on This

In select cases, RTO pricing was not being displayed as expected on the Product Storefront and relevant PDFs.

Bug: Purchase Method Selection Dependency On RTO Contract Availability (TSA-15916)

Why We Worked on This

In select cases, guest users were not able to change the Purchase Method selection if the availability rules for the RTO contract associated with the order were updated.

Bug: Unable to Submit Order (LDW Issue) (TSA-15917)

Why We Worked on This

LDW calculations prevented some orders from being submitted in select cases.

Bug: Events in Payments Sandbox (TSA-15918)

Why We Worked on This

In select cases, sandbox events were not being handled as expected.

Bug: Building Configuration Missing (TSA-15922)

Why We Worked on This

The Building Configuration PDF was not being generated as expected in select cases.

Bug: OF: RTO Contract Availability Not As Expected (TSA-15923)

Why We Worked on This

In select cases, RTO contract availability was not as expected.

Bug: Infinity Scroll on Product Storefront (TSA-15925)

Why We Worked on This

The Product Storefront revealed some UI issues in select cases.

Bug: Custom Building Move Not Saving Location (TSA-15942)

Why We Worked on This

In select cases, Custom Building Moves were not saving the building location as expected.

Bug: TSA Payments: Refund Error (TSA-15943)

Why We Worked on This

In select cases, refunds were resulting in an error.

Bug: Offline Invoice Payments (TSA-15962)

Why We Worked on This

In select cases, the Offline payment methods were not working as expected for invoices.

Bug: OF Referencing Incorrect Locale (TSA-15963)

Why We Worked on This

In select cases, the Order Form was referencing the incorrect locale.

Bug: Orders Unable to Be Processed (TSA-15964)

Why We Worked on This

Some orders were not able to be processed in select cases.

Bug: Process Payables Date Criteria (TSA-15978)

Why We Worked on This

In some cases the date filter criteria was not working as expected on Process Payables.

Bug: Query Builder Update (TSA-15980, TSA-15981, TSA-15982)

Why We Worked on This

Resolved a potential vulnerability.

Bug: RTO Payment Request (TSA-15986)

Why We Worked on This

The incorrect deposit amount was inherited for some orders using the RTO Purchase Method.

Bug: Inventory Storefront Link Error (TSA-15989)

Why We Worked on This

In select cases, select links to the Inventory Storefronts resulted in an error.

Bug: Closed Invoice Resolution (TSA-15995)

Why We Worked on This

Invoices were not being closed after the final payment was received in select cases.

Bug: Percent Based LDW ISE (TSA-15999)

Why We Worked on This

LDWs using the percentage basis produced unexpected results in select cases.

Bug: Order Option Tax Basis (TSA-16002)

Why We Worked on This

In select cases, sales tax was being unexpectedly applied to some order options.

Bug: Contract Provider Sync ISE (TSA-16003)

Why We Worked on This

Previewing some contracts resulted in an internal server error.

Bug: Default RTO Contracts Error (TSA-16008)

Why We Worked on This

The RTO pricing did not refer to the default RTO contract in select cases.

Bug: Delivery Schedule Group By (TSA-16011)

Why We Worked on This

The ‘Group By’ function on the delivery schedule page produced unexpected results in select cases.

Bug: Admin User Add (TSA-16018)

Why We Worked on This

Admin users were not able to be added to a company in select cases.

Bug: Receive Payment Validation (TSA-16019, TSA-16020, TSA-16022)

Why We Worked on This

These tasks addressed some issues with validations on the Receive Payments functionality.

Bug: OF: Valid Payment Method (TSA-16023)

Why We Worked on This

Improved the payment method validation for the order form.

Bug: Building Settings Save (TSA-16029)

Why We Worked on This

In select cases, building settings were not being applied as expected.

Bug: Created By Guest (TSA-16040)

Why We Worked on This

In select cases, the Created By Guest data was not being displayed on tables as expected.

Bug: Failed Background Payments (TSA-16047)

Why We Worked on This

In select cases, payments were not resolving as expected.

Bug: Managing Plant Selection, ISE (TSA-16061)

Why We Worked on This

In select cases, changing the managing plant for an order resulted in an internal server error.

Bug: Trim Quantities (TSA-16062)

Why We Worked on This

This resolved an issue that prevented an order from being saved depending on how trim was configured for a building.

Bug: Add Bill Payment Method, ISE (TSA-16069)

Why We Worked on This

In select cases, users were unable to add a bill payment method