Platform feature update completed on May 22nd, 2025

🚚 New! Smarter “Share Your Delivery Experience” Notifications

We’ve upgraded your feedback request game! Now you’re in control of when and how customers are asked about their delivery.

✏️ Clearer Title

"Share Your Feedback" is now "Share Your Delivery Experience" — no confusion, just clarity. This shows up everywhere: Email and SMS Notification Settings.

⏰ Control When Notifications Are Sent

Send feedback requests after delivery, not just 2 minutes after the order.

Pick from:

• Hours, Days, or Weeks

• Default: 1 hour after delivery

• Set to 0 to send it instantly ⚡

📦 Choose Which Deliveries Trigger the Request

Some customers have one big delivery, others get split deliveries. You get to decide how you want to handle it:

• After Final Delivery Only – The notification will be sent after everything’s delivered. This is best for complete delivery feedback.

• After Every Delivery – The notification will be sent after each delivery. Great for checking in at each step.

Tooltips are included so you always know what you're picking.

🔒 Built-In Smarts

• Handles system downtime 💻

• Blocks weird inputs 🚫

• Manages multiple deliveries cleanly 📦

Your feedback process = smarter, clearer, and 100% in your hands. 🙌

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🎉 New Feature: "Share Your Purchase Experience" Notifications

We’ve just made it even easier to collect feedback from your happy customers—now introducing the ✨ Share Your Purchase Experience ✨ notification!

📬 What’s New?

You can now automatically send a post-purchase follow-up via SMS or Email, asking customers to share their thoughts on their new product. Think of it as a gentle, well-timed “How’s it going?” that helps you gather valuable insights.

💡 What You Can Do:

• Customize the timing: Send it in Hours, Days, or Weeks after delivery (default = 30 days).

• Want it to go out right away? Set the time to 0.

• Edit the subject & message just like other notifications.

• Use dynamic placeholders to personalize (like customer name, product, etc.).

• You can even choose if the message comes from the salesperson for a personal touch.

📢 Why it matters:

More feedback = better insights = happier customers.

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🎉 Credit Line Update: New Credit Term Option – NET 15 is Here!

You asked, we listened! We’ve added NET 15 to the Terms dropdown when editing a customer's credit limit. That means you now have more flexibility when setting payment terms — perfect for customers who want faster payment cycles!

🛠️ Where you’ll see it:

Head over to the Customer Details page and open the Edit Credit Limit modal. You’ll now find NET 15 alongside NET 30, NET 60, and NET 90.

✅ What you can do now:

• Select NET 15 as a term, just like the other options.

• Save it — and it sticks. No weird bugs.

• Due dates will automatically update to match the new 15-day term.

📢Why it matters:

Some customers need quicker payment cycles to align with their business. Now you can support that with just a few clicks!

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🧹 Clean Up That Clutter!: New Filters in Customer Order History

We heard you! Scrolling through a giant, messy list of customer orders was not the vibe, especially for those of you managing big accounts. So, we gave the Order History section a makeover. 🎉

🚀 What's New?

🔍 Smart Filters

You can now filter customer orders by:

• Paid Status (Due, Paid, Returned)

• Delivery Status (Open, Scheduled, In Transit, Delivered, Returned)

• Job Name (custom to your account)

Each filter is multi-select and dynamic, so you can mix, match, and zoom in on exactly what you need—fast.

♻️ Reset Button

Made a filter mess? Hit the new Reset button (top-right) to clear everything in one click. Back to a clean slate!

📍 Right Where You Need It

Filters live right below the Lifetime Value box on the Customer Detail page, keeping things intuitive and easy to find.

✅ Why It Matters

No more digging through endless lists. Find exactly what you need in seconds and get back to what you do best—serving your customers.

Happy filtering! 🧠✨

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