Hello Designers!
This month's update brings a lot of improvements and updates on other features coming to indema soon!
PLATFORM FIXES:
- Fixed an issue where the Markup % was not carrying over for some products to an estimate or invoice.
- Fixed an issue where users were not able to schedule zoom calls.
- Removed Sales tax $ and % from the products section since this is accomplished when adding a product to invoice
- Fixed an issue where the web clipper was showing a clear background causing a flaw in the User interface.
- Fixed an issue where you can not remove the Quickbooks connection once created.
- Fixed an issue where the web clipper was not automatically grabbing the image of the page you load the clipper in.
- Fixed an issue where tasks were duplicating on the project overview.
- Fixed a major stripe connection issue.
NEW FEATURES RELEASED:
- Brand new user interface! We released this about 2 weeks ago, and continue to improve it and make additional adjustments.
- Designers and employees can now attach files to a purchase order.
NEW IMPROVEMENTS INITIATED:
- IP tracking on signatures for contracts.
- Added the ability for users to add passwords to folders in File manager.
- Ability to remove the hourly rate from an invoice so your clients don't see this.
- The vendor list is alphabetically displayed.
- When adding an estimate or invoice, the project will auto-select if the client is selected and vice versa.
- Added the ability for designers to see the dollar amount of the % side of markup so you know how much this comes out to.
UPCOMING + STATUS:
- Vision (mood) boards - We are nearly done! We are making some final touches before we release on BETA.
- Social Media management. We are working on a social media management section where you'll be able to schedule your social media posts for Facebook, Linkedin, Instagram, and others.
CURRENTLY WORKING ON:
- XERO integration (Just started, no ETA)
- Task productivity where you can rate each task for your projects, and it will (based on that rating) be able to tell you which tasks to focus on given the rating as well as considering time.
- Quickbooks: We are working on the ability to create a custom chart of accounts after the UI is complete this week.
- Working on integrating Zapier.
- inbound and outbound email capabilities with automation.
- Social Media Manager. (Just started, No ETA)
NOTEWORTHY:
- We now have video how-to articles and full step-by-step readable articles. Simply click on the "Get Help" menu item inside the platform and it will bring you to that section. We wanted to centralize all of our help section.
Please be sure to join our Facebook group too! Click here to join.
Until the next update, TaTa and hope you all stay safe, healthy and enjoy your week!!