Version 0.9.7.1 (beta) – Released 2023.02.02
- Resolved an issue where some clients would receive emails in workflows when they should not have
- Resolved an issue where sending some contract sends were resulting in an undefined error
- Resolved some HUD calcululation errors would display incorrect sums
- Fixed a bug where PayPal disconnects were timing out
- Resolved an issue where some Stripe users were not redirected properly when connecting their accounts
- Additional layer to toggle email automations
- Resolved a bug where some email templates could not be saved
- Added last name to client names
- Resolved pagination issues inside of packages, proposals, and contracts
- Extended vendor name length to 60 characters
- Various migration fixes
Version 0.9.7 (beta) – Released 2023.01.11
- Refactor of codebase and update of database
- Added Stripe in Payment Gateway
- Fixed bug with some PayPal connections not completing in Payment Gateway
- Fixed client mapping for proposal and contract emails
- Fixed bug in new account signup page
- Added ability for multiple city selection in zip code lookup
- Fixed overdue payment email issue
- API enabling for future efficient design and external data exchanges
- Various migration fixes
Version 0.9.6.2 – Released 2022.10.09
- Fixed a financial miscalculation in the Heads Up Display inside of events
- Fixed a display bug on payment entries
- Applied additional back end enhancements
Version 0.9.6.1 – Released 2022.02.28
- Fixed case sensitive client email check
- Fixed footer issue randomly blocking submit button
Version 0.9.6 – Released 2022.02.25
- Added client portal
- Invitation system to include existing post-proposal client into client portal
- Added client payments with PayPal gateway (pending PayPal approval)
- Added external event inquiry form with visual customizations and unavailable alert message
- Added ability to bypass unavailable alert
- Added inquiry module to vet external inquiries prior to adding to events
- Added print to PDF option for timelines
- Added ability to deactivate contracts no longer valid
- Fixed sorting bug in financial models to force sort-by-date
- Fixed venue search bug displaying incorrect event types for some businesses
- Fixed arrival time HUD bug in some events
- Fixed inability to attach PDF to payments
- Fixed date format bug on editing existing payments
Version 0.9.5.7 – Released 2021.01.21
- Added amount paid and total in event financial HUD. Block turns red when > 7 days past due.
- Fixed proposal calculation bug in certain combinations of discounts
- Fixed year sorting bug in events listing
- Added logged in employee name to post contract email
Version 0.9.5.6 – Released 2021.01.13
- Added hiding of the discount field when = $0
- Fixed issue with booking confirmation automation not dispatching for some users
- Fixed issue with discount calculations applying incorrectly post-contract signing
- Fixed issue of editing owner user inside the employee panel
Version 0.9.5.5 – Released 2021.12.24
- Fixed issue of adding an event-specific expense in the main register (timeout issue)
- Fixed event_name variable not displaying in meeting email
- Fixed CSS line heigh issue in indented/lists emails
- Fixed social_links listing email in thank you email
Version 0.9.5.4 – Released 2021.12.16
- Retooled payment overdue automation
- Fix for custom price calculations while converting to contracts
Version 0.9.5.3 – Released 2021.12.09
- Added maximum events per day
- Added warning on add events if one has exceeded that maximum event threshold
- Added a date field in proposals if no date was originally entered or added for event
- Added price per hour vs. flat rate in packages
- Added setup duration in packages. This is then calculated in contract.
- Requires positive amounts in packages, add ons, contracts, and proposals
- Addition label that OT hours are input at an hourly rate
- Resorting of the admin section to account for sequence of initial inputs needed
- Fix for one-time venues added in the contract stage
- Fix for the click-area for venues, vendors, and clients
- Fix for deposit and payment visibility in contract links
- Fix for editing in WYSWIG mode
- Fix for broken HUD arrive/start/stop time in some events
- Fix for duplicate proposal HTML if proposal is cancelled while being authored
- Fix for automations not running for some users
- Fix for static header fields in contracts
- Correction of the word “lodging” in the base contract
- Automation jobs have been shortened to run every 5 minutes from every 10 minutes
- Added variables total_remaining and deposit_remaining added to final payment and contract reminder automations
- Added additional power distance options in Venue Intelligence
- Venue Intelligence display updates
- Added additional venue types: Bar, Club, Industrial, Restaurant
- Added additional event type: Silent Disco
- Added additional lead sources to have Expos (In-Person and Virtual)
Version 0.9.5.2 – Released 2021.11.20
- Automation Page Refactor
- Disallow manual type of venue in contract
- Help link to user manual added
Version 0.9.5.1 – Released 2021.11.15
- Event listing tweaks for mobile
- Bug fixes for event stages
- Bug fixes for timeline display
- Bug fixes for contract appending
- Bug fixes for non-default client link
- Bug fixes for breadcrumb return to current event
- Bug fix for mobile display out-of-visibility for adding timeline fields
- Tweaks to email templates
- Addition of applying timeline in event if one is not assigned at event creation
- Addition of warning if date has a potential booking conflict
- Modification of leads intro email to stage change
- Modification of leads intro loop to include 3 days
- Inclusion of the N/A stage to not begin lead automations
Version 9.5.0 – Released 2021.11.12
Premium Launch
- Timelines – Combining an event timeline, forms, and a music picker in one tool
- Timeline Templates – Availability of Reception, Ceremony & Reception, Ceremony, and General Timelines
- Automations – Automations of leads and event management including initial, loop, and final emails
- Automation Templates – Email templates for automations
- Text Editor for Emails, Custom Contracts, and more with system variables
Core Enhancements
- Ability to delete clients and removal of clients upon event deletion
- Addition of social hashtags for the event
- Addition of social media links for clients
- Improvements on mobile view of event listing
- Color indicators for event stage
- Addition of filters on event listing and financial listing
- Addition of quantities in proposals & contracts
- Baseline contract functionality enhancement
- Pagination of event listing set at 25
- Addition of Intrusion Protection monitoring
Version 0.9.4 – Released 2021.10.06
- Improvement for email dispatching through a new mail service
- Default CC on contract and proposals dispatching
- Contract signed confirmation
- New business flag to indicate business is closed
- Requirement to put in package hours to ensure proper OT calculation
- Ability to indicate a “One Time” venue so they do not populate in global venue search
- Fix display issue of reporting duplicates on mobile platforms.
Version 0.9.3.1 – Released 2021.09.16
- Improved visualization and workflow to add or change a default client
Version 0.9.3.1 – Released 2021.09.16
- Improved visulazation and workflow to add or change a default client
- Added Dropdown Event Filter for “All – Active”
Version 0.9.3 – Released 2021.09.08
This represents a number of roll ups and hot fixes to cue since the last release
- Ability to edit initial contact date, sent proposal date, and contract signed date
- Fixed missing OT rate variable in the base contract
- Fixed background display on Venue Intelligence on mobile displays
- Fixed slugging bug for venues
- Added additional notes field in Venue Intelligence
Version 0.9.2 – Released 2021.08.10
This represents a number of roll ups and hot fixes to cue since the last release
- Fixed bug on the global search and some links to business objects
- Added additional checks and improvements on editing the master business email
- Fixed bug on editing existing mileage entries
- Increased character limits on notes entries
- Fixed image rendering on dispatched welcome emails
Version 0.9.1 – Released 2021.08.02
- Client Management (business side)
- Lead Source Categories and Sub Categories
- OT Hourly Rates with auto-calculation
- Set default final payment date to 30 days prior to event
- Ability to report suspected duplicates when searching for vendors or venues
- Potential duplicate trapping while new vendors and new venues
- Ability to edit core event info from listing or inside event details
- Randomization of URLs (aka slugging) of all major components
- Seeding of >100k vendors and venues
- Improved visualization of approved proposals and contracts
- Added British Pounds (£) to financial format
- Added common company social tags
- Setting the default stage to Lead on entering
- Centralized logging
- Various bug fixes
Version 0.8.3 – Released 2021.06.17
- Dropzone Document Uploading
- Default Contract Enumeration & Updates
- Collapsable Menu Fix in Admin
- Modal Drop Down Fixes in Various Event Detail Sections
- Page Title Fixes
Version 0.8.2.1 – Released 2021.06.03
- Updates to International Support
- Removal of sorting pending recoding effort
- Visual Tweaks and Fixes
Version 0.8.2 – Released 2021.06.02
- Vendor Intelligence
- International Address and Phone Support
- Social Media Vendor/Venue Enhancements
- Email Logo Fixes
- Visual Tweaks and Fixes
Version 0.8.1.1 – Released 2021.05.26
- Password Reset Fix
Version 0.8.1 – Release 2021.05.24
- Added venue types: hotel and resort
- Added event types: trivia, game show, bingo, nightclub, college party
- Added additional social media entries in business profiles
- Removing add image to new vendors and venue (only business owners can do this)
- 500 link error fixed
- Entering in a blank data event produced a 500 error
- Reset password repaired
- Extended lengths to event names
- Extended name descriptions to package details
- Capitalization correction in business names
- Event HUD reflects contract value, TBD if not entered
- Email company image URI repaired
- Breadcrumb wrong URI repaired
- Hiding discount if not applied to client
Version 0.8 – Released 2021.04.27
- Signup
- Claim Your Business Model w/ “One Time” Business Entry
- Event Management
- Visual Progress Points
- Event HUD
- Events Notes, Tasks, Appointments, Mileage
- Proposals and Contracts with Signature (static contract)
- Global Notes, Tasks, Appointments, Mileage
- General Ledger
- Financial Currency Type (USD, CAD, EUR)
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