YoPrint Changelog
We were mistakenly showing the date invoice was created at instead of the issue date when rendering the PDF. This bug has now been fixed.
We've added the following filters
- Has Not Invoiced Items
- Has Over Invoiced Items
Sorting Options Added
- Sort by Customer Name
Sorting Behavior Changed
- Sort by Status now sorts by Status Position
We've added two more fields to make the Sales Order and Quote related triggers more actionable:
- customer_portal_order_link
- Link that logs the customer in and takes them straight to the Sales Order or Quote
- customer_portal_payment_link
- Link that logs the customer in, takes them straight to the Sales Order and also opens the Payment Dialog.
Based on user feedback, the Customer Portal now defaults to the Sales Orders tab instead of the tab view. Additionally, the selected tab is now reflected in the URL, allowing customers to bookmark their preferred tab.
- Added payment-related Zapier triggers
- Added customer-fund–related Zapier triggers
- Updated “Create / Update Contact” and “Create Customer” Zapier actions to gracefully handle duplicates
- Added “Assign User to Tasks” Zapier action
For some reason, we were showing non-granular Order Approval Status in the sidebar. This has now been corrected.
We had a bug where once a user leaves the team, their assignment to the Customer or Tasks remains unchanged. This change allows you to see who it was assigned to, with the opportunity to remove them as needed.
Previously, if you jumped to page 3 of a list and then clicked a column header to sort, the query was still executed against page 3 rather than restarting at page 1, so the results looked wrong. We’ve corrected this behavior—sorting now refreshes from page 1 as expected.
TL;DR: Sorting on the list page now shows the right results.
Previously, attempting to add a task without specifying a date would result in an error, preventing task creation. This issue has now been resolved. Tasks can be created successfully even when the date field is left empty.
We've added a convenient dropdown selection to change the barcode scanner camera selection. Once selected, we will remember this choice for the device so that subsequent use will be frictionless.