Here's a roundup of changes and improvements we've rolled out over the past few months!
- SMS / Messaging Dashboard
- fixed an issue preventing some message prefs from showing
- new split view between scheduled (future date) preferences and active (non-schedule or past-date) ones
- when buying credits, the amount shown correctly reflects your best discounted rate
- opt-in text shown on create-account updated to include provider-required verbiage
- "customer message prefs" removed from admin (these can be managed with global opt outs or on customer account page via impersonation)
- updated views/options on the User Management and Customer Profile admin pages
- global email/SMS opt outs made more clear
- new quick copy icons for customer email/phone
- new option to set tax exempt status for customers (requires Standard Plan or higher)
- new option to disable a customer
- link to login-related admin functions moved to bottom of Customer Profile admin page
- plan purchase records shown limited to last 5
- new/changed menu options
- new "Force Orders Enabled" flag for use on old menus to temporarily enable and place orders (no need to change menu dates)
- can now change Delivery Date per menu, rather than relying on default configuration (once set, date will now not change even when menu dates changed)
- Duplicate Menu will now auto-adjust dates up to either a week from current date or a week from most recent menu (whichever is newer)
- fixed an issue preventing Duplicate Menu from working if an active menu with same dates already existed
- useForDelivery menu flag is deprecated
- order page changes
- the static text blurb with menu schedule info on menu page header can now be edited in admin (the dynamic schedules will still show separately, if enabled)
- added a notice by checkout when order amount mins apply to clarify that tax and fees not included
- change in meal tag filter functionality - meals with no tag will now be hidden when a tag is selected; products with a "Non-Meal" category (e.g. "Merchandise") will no longer be filtered out when a tag is selected
- new option to waive order/delivery fees for $0 subtotal (e.g. for all-credits orders for customers not on active plans)
- if last location for customer is no longer active, their next order will start with the default location (if set)
- misc feature improvements
- duplicate order check
- now still automatically runs when orders finalized by plan, even if feature flag is disabled
- updated to work on menus with multiple schedules (no more false positives for orders on same menu, different schedule)
- duplicate order check
- UI improvements
- improved views for Contact Submissions & Voucher Purchases
- improved view for totals report on mobile
- on the Pending Order Edit page, the name in header is set based on order type (plan or regular)
- new Menu Links column added to records on Pending Orders dash
- finalizeAt field is hidden on regular non-plan orders
- All Customers view defaults to sort by most recently created customers
- performance & UX
- site now checks for dropped connections (e.g. internet issue) and shows an alert
- fixed an issue preventing names of combo included meals from showing on the Order Edit page
- fixed years options for abandoned cart report
- fixed a scroll issue on order page after repeat order used
- fixed a loading issue that occurred when moving from a non active menu to current menu
- fixed an issue with repeat order not getting created (due to prior new check to not set pending order when not on order page)
- fixed an issue with the Credits Received notification going to the admin instead of the customer, when issued from within the admin
- fixed the weeks report page to correctly show weeks that span multiple years (will now show for both years)