General
- There was an issue trying to send an email campaign immediately after choosing contacts for the campaign. The user was forced to leave the screen and come back. This has been fixed.
Bill of Lading/Shipping
- Customer Type has been added as a filter above the Shipments grid.
- New fields representing preferred carrier details are available in the Shipping area of an event:
This allows for better control to add detail about the preferred carrier(s). If there is no Preferred Carrier #2 for your event, simply leave it blank and it will not appear on the bill of lading form. Both the Carrier Name as well as the Contact details will appear on the bill of lading both on form and on the printed version:
Show Management
- Apply available deposits for show management across work orders all at once instead of one by one. The option is above the Orders grid:
For instructions, see this help topic: Applying Deposits to Multiple Orders
Reports
Changes to Existing Reports
- Pull List and Delivery by Product List
Users were inadvertently leaving bundle parents off reports because the report parameter defaulted to no. Now, there is a warning at the top of each report to let the user know that there are bundles in the event and the parameter is set to no: - Exhibitor Signs Report
Booth Dimensions has been added as a filter. - Revenue Summary by Department
A new parameter called "Format" allows the user to choose the original format of the report (which had a single revenue total with no tax included) or a new format that includes Taxable/Non Taxable Totals With Tax. - Work Order - Electrical
The Booth/location field has been moved to the right and placed in a more prominent location. - Exhibitor Summary
Columns that indicator whether an exhibitor is tax exempt, and whether the exhibitor has a bill of lading, have been added to the report. - Billing List by Department
A tax exempt indicator has been added to the report when the exhibitor has been flagged as tax exempt.
New Reports
If you do not see one of the new reports listed below, please reach out to support@tellingstone.com to have it exposed.
- Security Role Settings
This report returns the details of security roles defined in your system. See this help topic for details: Security Role Settings. - Shipment ID Labels - Avery 5164.
This report was added in the last release to the main Reports menu. It has now also been added to the Shipments grid so the user may select one or more shipments and run the same report for a subset of shipments: