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RELEASE NOTES

Credit Card Email Receipts

Version: 25.5.2

Quality-of-Life Improvements

This compact release adds email receipts for credit card payments, UI improvements to the Client Portal login screen, and ample bug fixes.

floating envelopes

šŸ§¾New Receipt EmailsšŸ§¾

You can now automatically send proof-of-payment emails to your customers whenever they pay for an order with a credit card. There’s a few ways you can set this up.

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First, you can set it yourself in the Operations App at the Customer-level, so the specified email addresses ALWAYS get a receipt email whenever that customer pays for an order with credit card. To do this, go to theĀ Operations AppĀ >Ā CustomersĀ module > select desiredĀ CustomerĀ record >Ā AccountingĀ work view >Ā Email ReceiptsĀ field.

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Alternatively, your customers can add email addresses themselves in the Client Portal either at the point of checkout OR when paying invoices, using theĀ Email ReceiptsĀ field on the credit card form.

25.5.2 Release Updates

What's New šŸ“°

  • Added credit card receipt emails, which can be enabled in the Operations App >Ā CustomersĀ module > select desired Customer record > Accounting work view > Email Receipts field. Alternatively, they can be added by Client Portal users at the point of checkout or when paying invoices via the Email Receipts field on the credit card payment form.

What's Improved šŸ“ˆā€‹

  • Updated Client Portal login screen UI to make it more readable and intuitive, particularly for guests
  • Add dark background to dark mode map on VDB

What's Fixed

  • Resolved Parcel Barcode Popup Display Issues: The parcel barcode popup now aligns correctly and no longer displays a double scroll, for a cleaner view.
  • Enhanced Operations Drawers: Operations drawers will no longer extend underneath the left navigation menu.
  • Smoother Shipment Form Toolbar: We’ve fixed the uneven spacing on the Shipments Form toolbar, making it more visually appealing and organized.
  • On-Demand Shipment Count: was displaying incorrect counts in some cases, now fixed.
  • Fixed Visual Dispatch Tooltip Placement: The VDB tooltip now appears in the correct position, making it easier to read.
  • Improved Driver Status Menu on VDB: The Driver Status action menu option on the Driver Pane in the VDB will no longer change its name after you select a new submenu option, ensuring consistency.
  • Consistent VDB Layout Popups: The VDB Edit/Change Layout popups now open at the correct size, preventing them from being too small.
  • Fixed Active Work On Demand Column Dragging: You can no longer drag VDB Active Work On Demand columns to the left of the checkbox and pin icon, preventing visual glitches.
  • Restored Shipments Form Keyboard Shortcuts: Keyboard shortcuts are now available on unsaved orders within the Shipments Form, speeding up your workflow.
  • Corrected Visual Issues in Operations Shipments: eliminated momentary visual glitches when opening Shipments, providing a smoother transition.
  • Updated Driver Pin Behavior on VDB: We’ve resolved issues where VDB driver pins would disappear or driver IDs would move after refreshing in Firefox.
  • Consistent Pinning Behavior in Active Work: Active Work in Operations will no longer repin items upon refresh, ensuring a stable view.
  • Improved VDB Pin Clearing: Leaving and returning to the VDB now correctly clears all pins, giving you a fresh view each time.
  • Accurate “Shipments Selected” Box: The “# Shipments Selected” box now consistently appears when dragging on the VDB, providing accurate information.
  • Cleared Unpin All Icon Status: Clicking the Unpin All icon on the On-Demand tab of the VDB now clears the icon status after zooming into the map
  • Reliable Pin All in Active Work: The “Pin all” function now works correctly in Active Work on the Google Classic map when switching drivers.
  • Resolved Duplicate Surcharge Descriptions: Surcharge descriptions in the Operations Shipment Form will no longer duplicate on each rerate
  • Improved Billing Email Entry: You can now enter multiple billing email addresses for customers in the Operations App without encountering confusing data validation errors.
  • Comprehensive “Placed By” Dropdown: The “Placed By” field dropdown on the Shipments form now includes more complete Customer contact options.
  • Accurate Numeric Sorting on Operations Dashboard: Operations dashboard widgets now correctly sort numeric fields as numbers, not strings, for more accurate data representation.
  • Corrected Parcel Item Timestamps: New parcel items no longer get the wrong timestamp when saving orders in Operations
  • Enforced Parcel Type Requirement: “Parcel Type” is now correctly enforced as a required field on the Parcel popup in the Operations Shipment Form before saving a shipment.
  • Consistent VDB Route Tab Dates: Dates in the Route tab (posted date) in the VDB will no longer default to the previous calendar day, ensuring accuracy.
  • Fixed Data Validation for Phone Numbers in Client Portal: The Client Portal will no longer reject valid phone numbers in order notifications.
  • Reliable Order Detail Saving in VDB Shipments: Order Detail in VDB Shipments now saves correctly on the first attempt when updating time sections of the dates in the form.
  • Corrected “Deliver From” Field Behavior: The “Deliver From” field on the Operations Order form will no longer remain in read-only mode after using “Save and Keep Open.”
  • Resolved Client Portal Pagination Issues: Pagination on the Client Portal Invoices page now functions correctly.
  • Accurate Parcel Types in Client Portal: When adding a parcel to a stop in the Client Portal, it will now correctly use Parcel Types from the stop’s customer, not the user’s current customer.
  • Resolved Email Plugin Issues: We’ve addressed intermittent issues with the email plugin that were causing “Out of Memory” errors.
  • Corrected “Picked Up” Info in VDB: Orders are now correctly showing “Picked Up” information in the VDB.
  • Accurate Message for Enforce Capabilities: The message displayed for “Enforce capabilities” on the order form no longer shows the same sentence twice.
  • Prevented Table-Altering Commands in Advanced Finds: Users can no longer bypass checks that prevent table-altering commands for advanced finds, enhancing data security.
  • Resolved Duplicate Driver Popups: Driver popups will no longer duplicate on the VDB with the Google Classic map.
  • Fixed Route Manifest Post Date Changes: Changing the post date on the Route Manifest page now works correctly.
  • Addressed Client Portal Order Type Loading: Order types now load correctly when placing an order in the Client Portal with international addresses.
  • Improved Message Format Autocomplete: We’ve resolved autocomplete issues for Message Formats.
  • Improved Business Units Permission Handling: We’ve addressed errors caused by Business Units permissions on some Operations popups, leading to smoother interactions.
  • Reliable VDB Hotkeys: The VDB hotkeys are now consistently responsive, allowing for quicker navigation.
  • Immediate VDB Filter Application: VDB Filters are now applied to the pin display immediately, providing real-time updates.
  • Consistent Driver History Points: Driver History points will no longer disappear after refreshing in Active Work on both Leaflet map options (Google and OSM).
  • Resolved Credit Card Addition Errors: You can now add a credit card while creating a new customer and before saving the record without encountering permission errors.
  • Improved Inet User Management Performance: Saving an Inet user with many selected customers, drivers, custom procedures, and/or contract stops now takes significantly less time.
  • Resolved Operations Site Exit Warning: You will no longer receive an “Unsaved changes” warning when exiting the Operations site if no forms are open or require saving.
  • Fixed “Unsaved Changes” Warning Modal: The “Cancel” button on the “Unsaved Changes” warning modal in Operations now correctly displays text.
  • Improved HTML Tag Recognition for Message Formats: The “lang” attribute in the HTML tag of a message format no longer prevents it from being recognized as HTML.
  • Resolved “Enable/Disable All” Button Functionality: The enable/disable all buttons in the Inet User drawer now work as expected.
  • Fixed Itinerary Planning Button Gray-Out: Clicking “Previous Step” in Itinerary Planning and then “No” on the confirmation will no longer gray out the “Get Results” button.
  • Corrected Itinerary Planning Dropdown Sorting: The Route or Driver selection drop-down in the Itinerary planning results page is now sorted correctly.
  • Improved On-Demand Right-Click Menu: The VDB On-Demand Right-Click Menu no longer allows options unsuitable for multiple selections, preventing incorrect actions.
  • Improved VDB Visuals for Pinning Many Routes: We’ve addressed visual issues when pinning many routes with Leaflet street-level mapping in the VDB.
  • Clearer GPS Not Available Warning: The “GPS not Available” warning for pinning all drivers to the map in VDB will no longer display twice if the 250 pin limit warning appears first.
  • Corrected Route Reassignment: Routes can no longer be reassigned to a driver from route planning when routes are reposted for a different business unit, preventing unintended changes.

What's Coming šŸŽā€‹

  • Itinerary Planning in-app guides

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Pick a time that works for you, and letā€™s chat about your business goals.

GetApp top logistics software
CXT Software Capterra Gartner best courier software ease of use
SOC 2 compliance

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