improved
fixed
Spring Cleaning 🧼
A big thanks to the Indy Community for your invaluable contributions in identifying bugs and areas for improvement!
Improvements:
- Enhanced Invoice Widget Accuracy: We've fine-tuned our invoice widgets to now display billing totals with precision up to two decimals, correcting the previous rounding to whole numbers.
- New Smart Field for Deposit Invoices: We've introduced an "invoice remaining balance" smart field, enhancing the usefulness of follow-up payment emails to clients.
- Improved Forms Assistance: We've updated the help messages when your clients fill out forms, to adopt a more neutral voice and tone, making guidance more accessible.
Bug Fixes:
- Expanded Project Status Visibility: Fixed an issue where some project status menus were being cropped.
- Reliable Signature Block Saving: Addressed a glitch that was preventing the auto-saving of changes made to the proposal signature block when creating templates.
- Organized Recurring Invoices: The ability to assign a recurring invoice series to a project wasn't displaying properly. It's now easily accessible from the top-left of the interface bar.
- Saving Automation Message Templates: Resolved an issue that was preventing templated messages from being saved when setting up message automations for Invoices, Contracts, and Proposals
- File Uploads in Chats: Resolved an issue that prevent clients from uploading files into project chats.
- Refined Search: Resolved errors encountered when searching with special characters.