Another month, another big update: Release 2012.10 is now rolling out to all Táve 3 studios and includes some frequently requested improvements for orders and packages. Your current version and build number can be seen at the bottom of Táve 3, above our logo.
New Unified Orders Page
Over the past few releases we’ve been gradually improving usability, adding utilities like flyouts, and better organizing the information you want to see. Today’s release continues that process by unifying the Orders page, eliminating the dedicated Order Viewer and Invoice Viewer and thus means less clicking to get to data. Here’s an example:
The order totals flyout includes more details, including taxes and discount totals:
Modifying an order after it’s booked is verboten, so when a client wants to make a change you needed to void the order and modify a duplicate. Unfortunately, that process could get a bit tedious and error-prone as you also had to reallocate all payments to the new invoices after booking the revised order. Now there’s no need as we’ve introduced a new revision action that will automatically create a new version of the order, leaving the original version untouched. You can access the previous versions any time by hovering over the revision icon and clicking on one of the snapshots.
Automatic Invoice Numbering
Our advanced object IDs aren’t the easiest things to read, so we’ve added much more understandable numbering to all orders and invoices. With the exception of order revisions (which include the revision number, like R1 or R2), the new numbers are numeric and thus much easier to understand and convey over the phone. The new numbers are based on the job’s event date (or if there isn’t one, the date the order/invoice was booked or created). The final 3 Numbers are a counter for that date. One of the conveniences of this numbering scheme is that the invoices numbers will be sequential and similar to the order itself. These numbers are now used throughout the app, including printouts and client facing pages:
The printout button seen above is a new addition to the client facing invoice page in this release as well.
When a client pays you for more than one invoice in a single payment, you no longer need to merge your invoices to match, as you can now split a payment between multiple invoices.
% Discounts in Packages
When % discounts were added to Táve 3, they were only added to the quote and order editors. As of today’s release, you can now add % discounts to packages as you’d expect.
Job Date Conflicts
While the New Lead Worksheet and the Event Editor include an agenda so you can easily see potential conflicts when scheduling an event, there was nothing on the job overview itself to alert you to potential conflicts on the job date. Today’s release adds a schedule flyout when you move your mouse over the job date text on the job overview. If we find a conflict, we add a warning icon next to the date as seen here:
Most of the remaining changes in Release 2012.10 are bug fixes or minor tweaks (such as the invoice editor’s new option to evenly divide the balance across all open invoices). One of the more significant improvements behind the scenes has been a completely new incoming mail processor, which has dramatically improved the reliability of the BCC system. The previous system was using Google Mail and was having issues with the high volume of very similar incoming messages. The new system uses Sendgrid, our outbound email provider. This new system has exciting possibilities and we look forward to adding even more email features using it. We hope you enjoy our 2012.10 release!