Events

1. QR Codes can be generated for Store 2.0 URLs.  On the event detail form, clicking a button generated a QR code to represent the event's URL as well as the Quick Pay URL.  
   
   This URL appears on the Invoices report run from the main Reports menu, and a new email template allows the QR code to be displayed on the invoice generated and attached to an email.  Reach out to support@tellingstone.com if you would like your invoice updated to this new format.
   
   Additionally, see this report for a great way to take advantage of the QR Code and present Quick Pay to your customers on show floor:  Event Quick Pay QR Code Sign.
   
   

Exhibitors and Contacts

1. This is an exciting one!  You can now merge duplicate contacts.  This is particularly helpful when you have just merged companies together and there are naturally duplicate contacts within the resulting winning company.  The option appears only in the Contacts grid under an exhibitor:
   
   
   Note:  This is controlled by the same Security Role setting for merging companies.  If you do not see "Merge Contacts", your security role does not have the ability to merge companies either.
   
   See the help topic for details:  Contacts Under an Exhibitor.
    
2. Another exciting one! The Exhibitor import has been improved so duplicate companies will not be created when the originating spreadsheet has several rows of different contacts for the same company.  For example, the below data will be imported as a single company with three contacts:
   
   ABC Company, Mary Smith
   ABC Company, Paul Pare
   ABC Company, Howard Roberts
   
   The above previously have been imported as three separate companies, requiring you to edit the spreadsheet first to remove duplicates, and then re-import once the company existed in Boomer.  This onerous process is drastically simplified since Boomer will now create only one company during the initial import.
   
   See this help topic for more information: Contacts Under an Exhibitor.

Orders

1. There have been several enhancements to custom items:
   a) The cursor automatically lands in the name field, allowing you to begin typing without having to click into the field.
   b) A check box called "Exclude From Invoice" allows you to exclude the custom item from printing on any invoices.
   c) The price defaults to $0 so the user doesn't have to explicitly type a value in the field in order to save.
   d) An "Apply Discount" check box allows you to indicate that a custom item has a price as well as a discounted price.
   e) Copy any custom item.  All values default in except the item name, since it is assumed you need to name it something unique.
   
    
2. When an exhibitor associated with an order has a bill of lading/material handling agreement, an icon appears within the order next to the note and attachment icons:
   
3. The file type .png is now allowed to be be uploaded as an attachment in an Order and it will print on the Work Order report when it is flagged to "Include on Work Order".
4. The Customer Type filter above the Orders grid is now multi-select.
    

Reports

New Reports

If you would like access to any of these new reports and do not see them, reach out to support@tellingstone.com.

1. Event Quick Pay QR Code Sign.  
   With the availability of QR codes for the event and Quick Pay, this report allows you to print a table top sign on 8.5 x 11" paper so customers can simply scan the code and pay their balance:
   
   
2. Exhibitor Labels - 4 Across x 15 Down (Avery 5155).  While a new format, this report is very similar to the other label reports Boomer offers. 
3. Delivery by Product - Bundle Details.  This report returns bundles for a given event only, showing the exhibitor and booth location for delivery.  See the help topic for more information: Delivery by Product - Bundle Details

Changes to Existing Reports

1. Invoices.  If a custom item has been flagged not to print on the invoice (new feature of a custom item), it will not appear.
2. Order Revenue by Department report has an optional Group By option to group by event.
3. Delivery by Product.  The "Print Product Codes" parameter has been renamed to "Print Options" and the ability to include Admin Notes has been added.
4. Shopping Carts - Single Event.  Revenue Types and Suppliers have been added as filters.
5. Dashboard by Date.  Revenue Type sections have been added (previously numbers were only broken down by department).  Also, you can filter on Customer type now.

Email

1. A new email template called "Booth Number Variation" send an internal notification to an admin user when a customer places an order in a booth and the number does not match the number in that exhibitor's record:
   
   This is NOT set up by default so if you are interested in this email template and trigger, reach out to support@tellingstone.com.

Store 2.0

1. The "Event Name" field is required when a customer uses the Request Access on Store 2.0.

Store Settings In Admin

1. A new store level setting can be set when you are fully transitioned from the legacy store.  It is under Store Configuration\Settings.  When checked, this setting will 1) automatically redirect customers to your new storefront even if they have bookmarked the legacy store URL; 2) Remove the "Forms" and "Description" tabs which were only relevant in the legacy store; 3) The option of "Go To Storefront" goes away in the upper right corner of Admin.