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Web Wisconsin Updates

Featured Articles & Updates

Web Wisconsin Feature: Reporting and Customizable Dashboards

Feature: Reporting and Customizable Dashboards

By Webby • 24 Apr, 2024

Web Wisconsin Feature: Reporting and Customizable Dashboards

Feature: Email Builder & Marketing

Feature: Email Builder & Marketing

By Webby • 17 Apr, 2024

Web Wisconsin Feature: Email Builder & Marketing

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💳 Allowing negative priced item within invoices

For clients in various part of world, it becomes necessary to capture information of Advances/Returns/Buybacks within their invoices. This help them for legal purposes and to provider finer details inside invoice **What's New** Inside invoice we allow customers to create product on the go. Here we allow the customers to have negative prices Products with negative prices won't be available to save for later use nor they can have taxes assigned to them as this might break existing apis in places using products The calculation done here will be same like it used to be so far, with just negative prices subtracted from final total **Why It Matters** Increased flexibility - Allows user to be move creative while creative invoices. Stay compliant - Simple, intuitive yet effective way to stay compliant!

📃 Configure from Name and from Email in Settings within Documents and Contracts

**What’s New?** Configure from name and from email inside document & contracts settings Users will now be able to configure from name and from email for every email/notification sent by document and contracts Earlier this was limited to default name and email of the active user. **How to Use?** Navigate to Settings under Documents and Contracts Change the from name and from email within Customer Notifications for customer facing emails Change the from name and from email within Team Notifications for internal emails **Why This Feature?** Earlier users were not able to change from name and from email that was being sent to the users, thereby creating a hiccup in the flexibility.

📬 Enhanced Reply Management for Email Campaigns

With the recent release, users can now enhance their reply management of email campaigns. 🚩**Problem Statement: ** Previously, users were restricted to setting a global reply-to address or using the sender’s email for managing replies to their campaigns. This setup lacked flexibility for cases where different campaigns needed distinct reply addresses, managed by specific teams like marketing or support. Also, in some cases during replying, if contacts were marking someone in CC, it was not visible from conversation tab 🌟**What’s New:** Users can now specify custom reply-to addresses for individual campaigns, enhancing reply management. 👷‍♂️**How to Use:** 1. Navigate to Email Marketing. 2. Choose your campaign and click “Send” or “Schedule.” 3. If the sender email or global reply-to address isn’t suitable, select “Set a custom reply-to address for this campaign.” 4. Input the desired reply email address. 🚀 **Which Reply-To A

🪪 Client Portal - Domain Connect

We're thrilled to introduce Domain Connect feature for client portal where user can add and migrate there domain as doing this users domains will me more secure **Key Features:** Load time for client portal are now 15% faster than before. Better caching of pages, easy prevention of DDoS attacks. More added security features. Migrate existing domain. User can also modify domain. User can delete/remove domain.

✨ Settings for Decoupling Contact and Opportunity Owners

With this new feature, you can now have separate owners for contacts and opportunities in your system. This flexibility allows for more nuanced management and delegation of responsibilities within your organization. **To enable this feature, follow these steps:** Navigate to Settings > Opportunities & Pipeline. Find the "Allow different owners for contacts and its opportunities" option. Toggle the setting to "On." **Functionality** Default Opportunity Owner: When creating a new opportunity, the default owner will be the same as the contact owner. However, this can be updated as needed to reflect the appropriate ownership. Subsettings: There are two additional subsettings available - Allow updating the contact follower based on the opportunity owner change: Enable this setting to automatically update the contact follower when the opportunity owner is changed. Allow updating the opportunity follower based on the contact owner change: Enable this setting to auto

💰 Capability to delete a Payment Link

**What's New** Addressing numerous agency requests, we've implemented the ability to delete payment links directly from the payment links dashboard. The purpose of this feature is to remove the payment links from dashboard which are no longer useful for the business users. Audit logs would be generated for the payment links that are deleted from the system. Once deleted the payment links won't be accessible to the end user for capturing payments and shows up a 404 page. **How to Use?** 1. Head over to the Payments Page 2. Go to Payment Links Tab -> Click on the three dots option for any payment link -> choose delete 3. Once the confirmation modal opens up -> choose ok and voila your dashboard would now be refreshed and the payment link is deleted. 4. To check the audit logs one can go to settings -> audit logs -> filters -> payment links for the same.

⚙️ Nested Folders for Workflows

**About this enhancement:** Users can now create a hierarchy of folders within folders, organising workflows more efficiently. This means users can now group related workflows together, making them easier to find and manage. **What problem is it solving?** Earlier the users did not have the feasibility to create folders inside another folder nor move a folder within a folder. Users could only create folders at a root level. And the same applied for giving different levels of permissions for the nested folders. Permissions could only be given at root level. This limitation caused from assigning different permission at a nested folder level as well as hamper from creating sub-categories in their workflows. **With this enhancement we are solving for** 1. Better User Experience Ability to create nested folders and move folders - Helping with organising better 2. Role permissions Users can now allow permissions to sub folders - Either restricting with stricter access or same level of access

💬 Additional Capabilities for Outlook 2-Way Sync

**What’s New?** 👀 Sync your Outlook mailbox and CRM effortlessly by connecting 2-way sync! 👏 **New Contacts:** - You can now create new contacts directly from your Outlook mailbox 🤩 - Add the ‘Auto BCC’ address to the CC or BCC field while sending an email in Outlook. - 💥 Your contact will be automatically created, along with the conversation in the CRM. **Existing Contacts:** All emails sent 📤 from your Outlook mailbox to existing contacts will be visible in CRM. All Incoming emails from existing contacts are automatically imported into CRM. 📥 **Where can you find this?** Under the sub-account settings in the 'My Profile' section, you can see Auto BCC Sync address. This is unique to each user's email and location. **How does it help?** Enhanced Visibility: Syncing your Outlook mailbox and CRM provides a comprehensive view of interactions for better relationship management. Efficiency Boost: Creating contacts directly from Outlook saves time, helping you stay

💳 Introducing Partial Payments For End Customers On Invoicing

**What's New?** Previously, End Users or Customers could only accept full payments through the Invoices, there was no provision of partial payment for the end customer. With this new feature, Business Users can now set a minimum percentage of the total Invoice Amount to be collected from the end customer. The customer can pay any amount that is equal to or greater than the percentage amount specified from the Invoicing Dashboard of the subaccount . Feature available for both one-time and recurring invoices. **Why This Feature?** This feature empowers business owners with more control over the payment plans for their customers as well as helps them to capture more payments from their potential clients/customers. **Note:** For recurring invoices the partial payment as a feature is available for invoices that have autopayment disabled. In case of autopayment enabled and customer card it will have the option for partial payment for the first invoice but for the subsequent one's it would

💬 Conversation & email composer enhancements

We have made enhancements to the conversation page's central panel, email composer, and spacing issues: - Central Panel of Conversations: The feature for fetching older messages malfunctioned in terms of scrolling. This has been fixed; now the scroll position is maintained. - Left Panel of Conversation in the Unread Tab: Previously, when a message was replied to, the conversation moved out of the unread tab. This has been fixed; now, when an unread conversation is replied to, it remains marked as unread and does not move out of the unread tab. - Activity Changes in the Central Panel: When changes were made to the Activity, an activity message would be added to the chat. Due to a peculiar bug, only 10 messages would remain visible in the chat; the rest were removed. We have released a fix for this issue. - Message Composer Line Spacing Issue: There was extra space between lines, which caused template and signature issues, and a general mismatch between composed and sent emails. We've re

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111 S. Ludington St.

Columbus, WI 53925

Call or Text: (608) 596-5500

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