Changelog
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π Feature Requests
1577
π Bug Reports
34
Planned
Contract/Proposal > Allow for more branded proposals with graphics/formatting/etc
π Feature Requests
82
Invoices > Auto-send Past Due Reminders
π Feature Requests
46
In progress
Questionnaire > Add preset questionnaire templates (Full Service, E-Design, Kitchen, Bath)
π Feature Requests
2
Tasks > Allow sub-tasks to be assigned and due dates added
π Feature Requests
7
Invoices > Allow for creating an Invoice outside of a project -- so a project isn't required for each invoice
π Feature Requests
22
Order Tracker > Add Products to Tracker from Quote/Invoice/Design Board (not just POs)
π Feature Requests
57
Live
Time Tracker > Allow for adding images for tracked time services so they show when adding to Invoices
π Feature Requests
1
Spec Sheets > Allow or adding custom columns to specs
π Feature Requests
5
Order Tracker > Allow for the ability to add your own custom columns to the tracker view (ex. Tracking ID)
π Feature Requests
23
Time Tracker > Add ability to track and invoice time at different preset rates (design time, project management, or admin time rates).
π Feature Requests
9
Team Permissions > Allow account owners to hide "hourly rate" via the Team Permissions page for Designer and Manage roles
π Feature Requests
5
Add to DesignFiles Clipper > Allow for backup screenshot method to grab product images when the standard method doesn't work
π Feature Requests
11
Moodboard > Ensure all vendor collections in the product library are updated daily, in-stock and with accurate details
π Feature Requests
6
Payments > Update ACH payment system to Make all major banks available, Increase daily/weekly limits, Faster payments, Lower transaction fees
π Feature Requests
14
Spec Sheets > Allow for adding paint color swatches to the spec sheets
π Feature Requests
56
Invoices > If sending Invoice after initial creation date ask if they want to update the βIssue Dateβ to today
π Feature Requests
1
Time Tracker > Allow for setting hourly rate when tracking time or adding a new time entry
π Feature Requests
3
BG Removal > If a background was previously removed -- toggling it OFF will now bring back the full background
π Feature Requests
2
Quotes / Invoices > Added "Room" column to both quotes and invoices
π Feature Requests
4
Quotes / Invoices / POs > Update with the ability to change the order of the columns found in the billable docs (found under "Configure")
π Feature Requests
6
Quotes/Invoices/POs > Fixed issue with product information not being consistently saved -- no need to click save multiple times per doc anymore
π Feature Requests
2
Design > Update project / design / product cards + buttons for a more unified stylish look
π Feature Requests
3
Quotes/Invoices/POs > If accidentally closing the screen without saving, show a message that asks you to Save first
π Feature Requests
3
Moodboard > Add additional empty rooms to kick-start designs from (for every type of space)
π Feature Requests
3
Tasks > Add the ability to create your own task columns in the board mode view
π Feature Requests
1
Tasks > Ability to adjust due date / assigned to / priority from overview pages (without opening the task)
π Feature Requests
1
Tasks > Add "Board Mode" where tasks can be moved left to right from "To-Do" to "In-Progress" to "Complete" (like Trello/Asana/etc)
π Feature Requests
1
Archived Project Dont Show up in Clipper
π Feature Requests
6
Tasks > Send a "Past Due" email notification once a due date is passed and the task is still incomplete
π Feature Requests
1
Tasks > Allow for copy/pasting an opened Task URL to share with a team member
π Feature Requests
1
FF & E Schedules
π Feature Requests
52
Tasks > Allow for sorting by priority/due date in global task view
π Feature Requests
8
Tasks > Allow designers to tag other team members in comment fields and send notifications
π Feature Requests
8
Tasks > Provide ability to create re-usable Task Templates
π Feature Requests
27
Clipper > Fix clipping issues for cooperclassics.com and palecek.com
π Feature Requests
4
Clipper > Fix clipping issues for FourHands
π Feature Requests
6
Moodboard Editor > Allow for larger / higher quality images to be uploaded
π Feature Requests
4
Clipper > First image cannot be deleted, re-uploaded nor changed
π Feature Requests
13
Create a Client View of the Order Tracker
π Feature Requests
65
PO > Automatically change PO status from "Draft" to "Submitted" after it's sent to a vendor
π Feature Requests
5
Allow an RFQ to be converted into Purchase Order
π Feature Requests
7
Master Task List that covers all project tasks in one screen
π Feature Requests
38
Create a request for quote (RFQ) for vendors
π Feature Requests
9
Record Invoice Payment > Allow for turning ON or OFF emailed receipt
π Feature Requests
1
Spec Sheets > Export Spec Sheets as XSLX spreadsheet
π Feature Requests
5
Invoice > Export Invoice as XLSX spreadsheet
π Feature Requests
4
Moodboard > Create design element library for housing all non-product images
π Feature Requests
60
Tasks > Allow for creating sub-tasks within a main primary task
π Feature Requests
4
Quote/Invoices > Adjust functionality to allow designers to add unlimited line items to a quote/invoice at once
π Feature Requests
5
Tasks > Allow for the ability to add attachments to tasks
π Feature Requests
3
Calendar > Allow for drag/drop of custom events in Month/Week/Day views and ability to resize events to make them longer or shorter
π Feature Requests
2
Time Tracker > Fix issue where whole numbers (without decimals) is able to be added to the "hour" field
π Feature Requests
1
Quotes/Invoices/POs - Allow QTY to have 3 decimal places (ex. 1.275)
π Feature Requests
2
Calendar > Ensure Tasks (with due dates) show within the Calendar system
π Feature Requests
10
3D Floor Planner > Add tiles / textures / wallpapers / paneling to walls
π Feature Requests
25
Moodboard Editor > Reduce the failure rate when Saving design board images
π Feature Requests
4
Calendar > Add "Day" and "Week" view modes for the calendar
π Feature Requests
2
Time Tracking in hours and minutes.
π Feature Requests
5
Quote > Unable to remove attachments previously added to the quote by different team member
π Feature Requests
2
Moodboard Editor > On-board crop tool not working for items that have been distorted (using perspective tool)
π Feature Requests
2
Time Tracker > Add indicator to "Invoiced" items that shows which Invoice the time was added to
π Feature Requests
1
Tasks > Expand Note Field Downward as Longer Notes are Added
π Feature Requests
3
SideDoor > Display dimensions and materials in product details modal
π Feature Requests
2
Tasks > Tasks cannot be assigned to "Role=Designers" (who aren't assigned to a project) even when "show only assigned projects" is turned off.
π Feature Requests
3
Moodboard > Speed up the initial loading of products in right-side panel
π Feature Requests
1
Launch SideDoor Integration to allow designers to quickly create shoppable collections from their DF account
π Feature Requests
1
Moodboard > Fix issue where interacting with products on the board before the design fully loads would break the board
π Feature Requests
1
Tasks > Add priority indicators (High/Med/Low)
π Feature Requests
2
Calendar > Add Weekly View-mode
π Feature Requests
5
Quotes/Invoices > Allow for hiding of product images, so clients can't reverse image search for items at a lower price
π Feature Requests
7
Calendar > Add a calendar system to keep track of orders / installs / deadlines / etc
π Feature Requests
44
Allow for adding new categories from the category drop-down
π Feature Requests
10
Questionnaire > Fix issue where all photos weren't successfully uploading
π Feature Requests
1
QuickBooks > Refine QBO integration to ensure less sync errors when pushing Invoices/Retainers/etc
π Feature Requests
4
Quotes/Invoices/POs > Currency symbol isn't showing for certain currencies (Canadian Dollars, Australian Dollars, etc)
π Feature Requests
1
Settings > Allow designers to select their own time zone (in preparation for the Calendar update)
π Feature Requests
1
Activity Log > Add project & product-level private notes to the activity log
π Feature Requests
3
When converting a Invoice to a Purchase Order, allow for turning off Tax
π Feature Requests
12
Convert Invoice to a Spec Sheet
π Feature Requests
3
Add "Category" filter to 'Add Products to Quote/Invoice/PO/Spec Sheet' page
π Feature Requests
2
Invoice/Quote Mouse Scrolling Issue
π Bug Reports
1
Questionnaire > If a designer makes it a requirement for the client to provide images and measurements of the space, remove the option in this questio
π Feature Requests
2
Packages > Allow for adding images to each package
π Feature Requests
1
Packages > Allow for the questionnaire to be turned off
π Feature Requests
1
Design Board Template Library
π Feature Requests
2
Navigate quickly between rooms in 3D editor with mini map camera control
π Feature Requests
1
Quotes > Add Support for Discounts
π Feature Requests
2
Packages > Allow designers to add a secondary description to each of the packages
π Feature Requests
1
Private Messages > Allow team members to leave private notes in all product and design board comment fields
π Feature Requests
9
Quotes, Invoices & POs > Indicate Linked Documents
π Feature Requests
4
Quotes/Invoices > Allow for grouping of products (with custom products in mind)
π Feature Requests
6
Packages > Allow for designers to disable the need to fill out the questionnaire for a package purchase
π Feature Requests
6
Packages > Add Discount/Promo code support to package purchases
π Feature Requests
1
Packages > Allow designers to setup direct links for a specific package (so they can easily link from their website to a package purchase page)
π Feature Requests
4
Time Tracker > Add ability to export tracked time as a spreadsheet (CSV)
π Feature Requests
3
3D Floor Planner > Update to boost performance for less powerful computers
π Feature Requests
3
Purchase Orders > Add βRecord a Paymentβ Feature (like Invoices)
π Feature Requests
6
Purchase Order > Ensure Client Name is shown when syncing POs to QuickBooks Online
π Feature Requests
3
Time Tracker Page > Show time tracked entries with Newest (on-top) -> Oldest (on-bottom)
π Feature Requests
4
Time Tracker > Ensure tracked time is ordered from Oldest (Date Recorded) to Newest when adding hours to Invoices
π Feature Requests
6
Add link to PO [ ... ] menus (on PO/Financials page) to "View PO in Tracker"
π Feature Requests
4
Product Details Pop-up > Re-design to better segment various product details into easier to digest blocks
π Feature Requests
1
Quote > Description formatting in Quote PDF is adding extra spacing
π Bug Reports
2
Tracker > Anchored headers are glitching/jumping when scrolling downward
π Feature Requests
2
Tracker > Order POs by vendor name (A -> Z)
π Feature Requests
5
New Project Field saying blank
π Bug Reports
1
3D Floor Planner > Add ability to "Favorite" products and paint colors to make them easier to find
π Feature Requests
10
Design Board > Add "Zoom Control" to expand the 3D floor plan images to full screen
π Feature Requests
3
Retainers > Sync Retainers to QuickBooks Online
π Feature Requests
3
Purchase Orders > Add ability to add attachments to POs (as we do for Invoices)
π Feature Requests
3
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