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Introducing ShootProof Integration

We’re proud to announce that you can now link your Táve account to ShootProof with Release 2013.9.

ShootProof empowers photographers to share, sell and print products online with no commission fees on their sales. Photographers control their own products, pricing, digital download options and print lab for each gallery. ShootProof simplifies the proofing, buying and fulfillment process. Integrated print fulfillment is also available with Bay Photo, Black River Imaging, ProDPI and The Lab Works or you can use any outside lab. Their users rave about ShootProof as much as we do.

Book more clients with ShootProof Mobile Apps by easily creating a custom app for each client to help them experience their sessions and drive referral business to your studio.

A 30 day free trial is available to any plan. Enter promo code: TAVE18 for 20% off your first year! Coupon Code is valid until the end of 2018.

See sample galleries and learn more at ShootProof.com

After creating your ShootProof account, read about setting up integration here.

Release 2012.10 – Order Revisions, Invoice Numbering, Split Payments and more

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:

 

Order Revisions

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.

Split Payments

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:

General Improvements

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!

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.