V2.7 Update [APRIL 27, 2022]

Hey Designers!

We have officially migrated to quarterly update notes instead of monthly. Why? Because we aren't updating the app nearly as much as our first year, still, quite a lot of updates just not as frequent as before. So with that, here is your most recent indema digest!

🪰BUG FIXES:

• Fixed an issue where we removed the system form auto-bulking time logs from one day. If you want to put time log entries for an invoice into 1 line item, you can use the "grouping" feature to do so.
• Fixed an issue where some users were getting an error when trying to create an estimate of approved items from the product review page.
• Fixed an issue with ship-to address not showing up on PO.
• Fixed an issue where emails were not being sent via email automation module.
• Fixed a PDF layout bug that caused a random line on some generated documents.
• Fixed an issue where some cases of "[objet-error]" was showing on newly updated invoices.
• Fixed an issue where estimate and invoice numbers were not generating correctly. Causing a "already used" error.
• Other various fixes to small to list. 😀

🔥 NEW FEATURES:

• Email automation! You can now send out e-mail automation campaigns to leads and clients.
• New product review facelift where you can now show detailed information on the image popup, and choose what to show the client. Project-specific.
• You can now group items in estimates and invoices and show grouped item to clients.
• Added new certified partner program. (indema.co/partnership)
• In at indema - A brand new community for designers. Coming End of May! Apply by going to indema.co/whose-in
• Added combine option on time-log invoices.

🛠️ NEW IMPROVEMENTS INITIATED:

• New support portal: $ Support.indema.co$ with updated articles.
• Updated billing page to show all billing and add-ons, as well as billing details in one page.
• Updated the sign-up flow (obviously doesn't apply to you, but for new folks!), where its a single page sign-up process.
• You can now delete uploaded images from the visionboard.
• We've completely re-vamped our settings section to add notes, adjust some settings, and added more notification options for you.
• Added "QTY" column to products section
• Added "Spec #" column to products section.
• Improved performance by paginating products section so that it loads quicker.
• Made an adjustment to time-log invoices where it will no longer auto-bulk time logs into one. You can still do this by combining them and showing combined version to the client.

⏰ UPCOMING + STATUS:

• Adding new columns to the product section so you can manage the product even more. (Adding tracking, expediting, CFA approval date, PO sent date which will auto-generate, RFQ sent date which will also auto-populate, Ordered date, Quote received date, Lead time with a dropdown and pre-made date range of RTS, 1-3 weeks, 4-6 weeks, 6-12 weeks, and 12+ weeks, Status where you can create custom status for items, approved/declined which will auto-populate if client approved/declined and also be manual in case client verbally approved, and lastly a flag column where you can flag an item for follow up.
• A new set of 12 filtering options for the above to where you can show all products that don't have a quote date, or show products that are ordered. Etc...

⭐ CURRENTLY WORKING ON:

• XERO integration (No ETA, as we are running into conflicts with QBO)
• New File manager and project files User Interface. (NO ETA)
• inbound and outbound email capabilities with automation. (DELAYED TO JUNE)
• Specifications Module (DELAYED TO MAY)
• Integrately connection. API to connect other apps. (NO ETA)

NOTEWORTHY:

• We have fully retired the "Payroll" section that generated pay statements.

Until the next update, TaTa and hope you all stay safe, healthy and enjoy your week!!