The Latest on Táve 3 Early Access

We continue to work our way toward General Availability and have released over 140 new features and fixes since Early Access was opened up to everybody a little over a month ago. We wanted to take a moment to highlight a few of those changes since Early Access launched.

The job viewer has a new Orders page

Several of the recent changes have been to reduce the number of clicks to get at the information you’re looking for (and many more of those on the way!). One of the most noticeable is that we got rid of the Invoices page in the job viewer and rewrote the Orders page, which now includes the invoices and payment history grouped by order.

The job lists are now sortable

With Táve 2 you had to sort and filter your job list yourself and hopefully arrive at the information you’re looking for. With Táve 3 we went the opposite direction by creating separate pre-made highly purposed lists to make it super simple to get at what you’re looking for, whether you’re looking for who owes you money or which leads need proposals still.

A few of the lists make sense being sorted several different ways and it generally comes down to a matter of how you work or how large the list is. Because of that, we’ve brought custom sorting to the job list in Táve 3. Just click any column title to change the list sorting.

Hovering your mouse over the title of the current sort column will show you the current sort order. Clicking the current column a second time will reverse the sort.

As part of this process we also cleaned up the lists themselves a bit, adding the “Expired Proposals” list and correcting some columns (like the “Client Activity” column in the various lead lists) and adding others (such as a new “Payment Due” date column in the “With Balances” list).

New “Mail Activity Log” and changes to the default email layout

Today’s 3.0.7 Early Access release includes several new features for email. To help improve the spam scores of email sent through Táve, we updated the default email layout to move your brand’s email logo to the bottom of the message rather than the top. We’ve also started including a text version of your messages in outgoing emails to further improve the score. In addition, we wrote a short spam tips article in the helpdesk.

The most exciting email update in this release though is the new Mail Activity Log in the Reports section. This report shows a full list of email events, such as opens, clicks, or bounces, since we switched email providers last month.

The details with dashed lines under them have tooltips with technical information, which can often hint as to how the email is being handled even if they’re often rather technical.

We’ve also added a version of the report to the Job’s mail viewer. So if you’ve sent an email, you can access it from the job’s conversation log and get all the activity for just that one message.

Finally, if an email fails to deliver, such as the email bouncing or being reported as spam, we now send a notification email to the studio’s primary email address.

Improvements to the “Offline Payments” page

While this is a relatively minor change in itself, it is on a client facing page that may affect you so we wanted to bring it up here. The offline payment instructions were previously displayed below a sentence describing the payment to be sent. Many of you wanted to customize that sentence as well.

So now instead of the amount and due date being inside a highly variable dynamic sentence, they’re simply labeled “Amount Due” and “Due Date”. To hide or style those details, you or your web designer can use the Brand’s “Advanced Editor” to edit the CSS using the body.payOffline #PaymentInfo {} selector.

Lots of new tutorials

Karen has been creating a lot of new tutorials on the helpdesk.

They’re always just a click away by clicking the Support link at the top right of Táve 3 any time.

 Stability improvements

Many of the changes we released over the past month have been bug fixes and the Early Access system continues to stabilize more and more every day as we respond to helpdesk tickets and work toward implementing some of the top requested features.

Thank you for your patience as we continue to work through the 3.0 release and especially those of you who have filed helpdesk tickets (bonus points for urls and screenshots!) or joined us in our helpdesk’s public chatroom.