Suppliers
- Make a copy of a product to create another product.
Ever have to create a new product very similar to one you already have? Use the new Copy Product function. See the YouTube video for details on performing this task.
Customers
- A new tab located off the main menu has been added called "Customers". This grid shows all exhibiting companies in your system outside the context of an event. This grid is particularly useful to look up an exhibitor and/or contact when the event is not known. The grid lists each customer, and each event they are connected to along with all their orders that have been placed. Whatever security rights a user has been given to view "Exhibitor" information controls the visibility of this tab. This includes the ability to search for a customer by the last four digits of a credit card outside the context of an event!
Events
- When manually creating a booth under an exhibitor, the booth size is no longer required.
- You can now delete an exhibitor even if they are linked to an e-mail campaign.
- Sorting the Forms grid under an event correctly sorts the icon attachments.
Orders
- A new "tax exempt" flag in an order lets you override whatever exemption status has been defined for the exhibitor. It defaults to the exhibitor's tax exempt status but can be changed for an individual order.
- New configuration option under "Store Configuration" determines whether each individual product that requires a credit card on file is listed on the storefront during the customer's checkout process. If you do not want the exhibitor to see the details of all the products that require a card on file, click Store Configuration\Look and Feel and then choose "Settings" in the left hand navigation menu. Un-check the last option: "Show products that require a card on file during checkout".
- Under Payments in an order, a background color provides a visual indicator of each payment's status (green - payment was processed successfully, red - payment was not processed successfully).
- When creating a custom item, the supplier the logged in user is connected to defaults into the Supplier field automatically.
Reports
- Several reports have been changed to report both taxable and non taxable revenue. Note this change is effective only for orders/events moving forward for this release and the taxable/non taxable revenue figures will not be accurate in previously existing events. The reports enhanced so far include the Billing List and the Revenue by State report. We will continue to enhance additional ones as we receive requests. Please submit any you would like to see broken down like this to Debbie Leander.
Storefront
- There is more flexibility in the content of the e-mail message you receive when the exhibitor submits a question/problem via the "Call Me" button. The default message will now include the show name, exhibitor and booth number if known.
- The exhibitor now gets an automated e-mail response after submitting something via the Call Me button (for example, "we have received your inquiry and will get back to you shortly").