2024 Whats New
Wed, 06/05/2024 Tasks, notes, and assets associated with a quote to sales order to invoice will now be displayed in the Related Assets section. Pro & Express
Previously, when a task, note, or asset was added to a quote and then converted to an invoice, it would appear directly under the Assets section, resulting in duplicate entries. To address this issue…
Fri, 05/31/2024 Quick Tip: What does the yellow color indicate on a job board? Pro & Express
Yellow indicates that one of the step deadlines(Due Date) has passed, while the overall job deadline remains unaffected. This signifies a warning due to the overdue step.
Thu, 05/30/2024 “Mastering Customer Proof Reviews: Unveiling the Dollar Value Flag” Feel free to use or modify it as needed! 😊📝 Pro & Express
We’ve recently introduced a handy new feature: a flag that allows you to toggle the display of the Line item(job’s)amount during customer proof reviews.ie Settings>>Workflow>> Proof Approval>> "Show…
Thu, 08/08/2024 Microsoft Outlook - Two Factor Authentication Pro & Express
We have recently implement the oAuth for your smtp emails. Details about this in this doc.
Wed, 05/15/2024 Enhanced Notification System: In-app Alert for Proof Uploaded Pro & Express
When Avalara enabled earlier, we used sync taxes to State tax, now we changed it to Avalara-Tax. The sales tax showing as a separate line item! With clear description like "Sales Tax calculated by Av…
Fri, 09/06/2024 Allow Line Item Taxable Override Pro & Express
We have enabled the ability to toggle if a line item is taxable or not in your settings.Go to Settings > Transactions > and under General at the very top you will see this setting.Allow Line Item Tax…
Fri, 10/04/2024 New Apparel catalog available for US/CAN accounts! Pro & Express
We have added a new apparel vendor catalog to US/CAN region accounts! ASColor.. If you use this vendor, you can now search their database within shopVOX; just like our other catalogs.Go to Settings >…
Tue, 05/21/2024 Added New Email Template Tag: {{txn_downpayment}} Pro & Express
We are pleased to introduce a new feature to your email templates within ShopVox. Feature Update: You can now use the {{txn_downpayment}} tag in both the subject line and the body of your email templ…
Wed, 06/05/2024 Added a new addition to the Products called 'Published'. Pro & Express
If your products are in the process of being built and are only halfway done or being tested, they are considered as Drafts. These products will not appear directly in transactions when adding line i…
Mon, 09/16/2024 Express & Pro webinar articles Pro & Express
Webinar recordings resource Have you registered for one of our webinars and missed it? Or want to review ones we have done in the past? We have compiled these into an article for both the Express ver…
Tue, 10/08/2024 New feature added: Task templates to prefill repeated Tasks Pro & Express
We have add a new option for Tasks!You can create task templates that will prefill the title and description of the task. This is great for creating a task checklist or even as simply as not having t…
Tue, 11/05/2024 2FA - Two Factor Authentication is now active (Optional) Pro & Express
We have added an additional layer of security to your account.BUT! It is optional , so don't fret if you don't want to add this. The benefit is to prevent other Users from accessing your login withou…
Wed, 05/01/2024 Daily Tip - Add shopVOX email id's as contacts!
We send 10000s of emails every day and some times your ISP/Email provider is overly cautious and is very strict about the emails and maybe ending up in your spam. To avoid this, when you get an email…
Tue, 10/29/2024 Enhancement to the online proofing feature. Pro & Express
When you send proof for customer review and when customers choose the "request changes" option, they can leave comments and attach files using the "browse files" option.This allows you to better unde…
Thu, 05/02/2024 Quick Tip: Within each user profile, there's a setting to toggle between Full Screen Mode and Fixed Layout.
Each user profile includes an option to switch between two UI Layout settings: Full Width and Fixed. Opting for Full Width fills all the gaps and displays the text across the entire screen.
Mon, 10/07/2024 Enhancement in Task Pro & Express
Now, we have added a Task template. Using this we can add a predefined message and able to select it while creating a task.You can add a Task Template from: 1. Task > Add Task > Task Template > Add N…
Sat, 08/10/2024 Australia/New Zealand regional Golden Products have been updated! Pro & Express
We have updated the Australia/New Zealand regional Golden Products. Some customers noted that the interface for the Signage Products were not consistent with the same Job complexity options. NOTE: If…
Wed, 08/28/2024 Update: The Purchase Order State will automatically change from Draft to Ordered once the Vendor Order ID is eneterd on the PO. Pro & Express
Open any Purchase Order in Draft State and enter the Vendor Order ID. The status will automatically update to Ordered.
Fri, 05/31/2024 Added another PDF for Invoice Statements: Aging Summary PDF. Pro & Express
Now you can use one or the other Invoice Statements PDF should be in landscape mode.Go to Dash Board >> Reports>> Invoices Statements >> Actions >> To Aging Summary PDF. In this PDF you will see cust…
Wed, 08/28/2024 Enhancement in New Customer page Pro & Express
Enhancement: We’ve introduced an enhancement in the ‘New Customer’ form. Now, when users enter two or more letters in the ‘Company Name’ field, the system will display a pop-up with a list of existin…
Fri, 05/17/2024 Job Board Overview and Best Practices Pro & Express
Job Board Overview and Best Practices Types of Views The job board offers multiple types of views to cater to different needs: List Views 1 Line. 2 Lines - More time to load.. Card Views. Calendar Vi…
Wed, 11/06/2024 Colors: there is a new way to save colors! Pro & Express
We have added a new way to set up Colors in your account. These can be used in Jobs, Tags, Statuses & Workflow templates and any other place we have the Color selector interface available.You can now…
Tue, 10/08/2024 New feature added: Task templates to prefill repeated Tasks Pro & Express
We have add a new option for Tasks!You can create task templates that will prefill the title and description of the task. This is great for creating a task checklist or even as simply as not having t…
Wed, 10/16/2024 Announcement: Another new US Apparel catalog available! Pro & Express
New Apparel Catalog We have added a new US based apparel catalog to the Catalog section! Augusta Sportswear Brands To set this up, go to Settings > Catalogs and click on the Augusta option. Click Ena…
