Web Clipper

• With the all new web clipper you can now clip images, text, and pdf attachments with a click of a button.  No more copying and pasting like it's 2002.
• You can save product info to the product library or directly to a schedule all within the clipper.
• You can have as many images and attachments as you want so go crazy!

Product Library:

• The new Product Library allows you to create and reuse products throughout all of your projects.
• The Product Library allows you to categorize each product into over 30 categories allowing for easy organization regardless of the product type.
• You can add tags to your products for further organization.
• You can search by name, brand , tag, or SKU to find exactly what you're looking for.
• You can quickly add a product to the schedule without even opening the product detail panel by clicking the plus button at the bottom of each contact card.

The Product Detail Panel is where things really begin to shine.

The Product Detail Panel contains 3 tabs:

1. Product Details

• Here you can see and upload multiple pictures of your product.
• Provide details of your product such as name, brand, SKU, and trade price
• Add custom properties for that extra level of customization.

2. Sales Rep / Vendor

• Here you assign a sales rep to your product from one of our verified sales reps or from one you made in your contacts
• Provide vendor info
• Provide custom properties to a vendor

3. Attachments

• Here you can upload as many attachments as you want whether that be a spec sheet or installation instructions.

Schedule Enhancements

Small things first:

• We added "Sample Requested" and "Sample Submitted" to the status drop down menu.
• We improved our realtime updates for the schedule making it more seamless for multiple designers to be working in the same schedule. Whenever a changes is made, a notification will appear letting you know you have changes and need to refresh the schedule. This will be improved further in the future.
• Made the schedule header smaller and more streamlined.

All new More Panel & Overhauled Client Comments

• The new More Panel is now exactly like the Product Detail Panel in the Product Library. This means when you add a product form the product library everything will be copied into the schedule including attachments, pictures, and sales rep and vendor info.
• When a row is referencing a product in your product library a blue circle with a double check will appear next to the name of the product in the More Panel.

Product Library to Schedules and Vice Versa

• Whenever you update a row that was added from the product library you will be asked if you want to update that product in the product library. If you choose not to, the "connection" to that product and the row item will removed and any further updates will only be saved in that row.
• If you wish to reconnect the row to the product you can in the new more panel by scrolling all the way down under "Product Details" and click "Sync with product". After confirming this action all the data in that row will be overwritten. This includes images and attachments.
• You can also create a product from a row. Simply scroll all the way down under "Product Details" and click "Add to Product Library". And Boom - you now have a new product in your library.

If you update a product that is in a schedule through the product library, the schedule will not automatically be updated with the newest information. This is to ensure that nothing is accidentally overwritten. In order to get the new product info into your schedule:

1. Open the desired schedule
2. You will see a blue notification dot on the effected row's "More" button.
3. Open the row's More panel.
4. You will see a dialogue asking you if you want to update to the new product or keep things as they are.

Overhauled Client Comments

• The last iteration of Client Comments was just plain bad. Well we fixed that. Now instead of a single text box, we have an entire tab dedicated to it.
• Within the new "Comments" tab designers, clients, and stakeholders can communicate seamlessly with one another.
• The new comments are structured just like text messages.
• The client has the option to send a message with the following status changes
  • Approved
  • Rejected
  • Request For Alternate
  • Request Sample
• Whenever a new comment is made that is not by a designer, a notification card will appear on the row letting you know you have new comments for that row.
• You will receive an email letting you know whenever a client leaves a comment or changes the row's status.
• Also for easy reference, the row's current status is pinned to the top of the comment thread so everyone is on the same page.

And Done.

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What we're working on...

Row Archive:

Rather than completely deleting a row... rows will be archived and then given the option to be deleted later - whew

Row Revisions

Clients are clients, and going back and forth is inevitable. To help with this we're working on row revisions to give you the ability to quickly switch between iterations of rows without the headache of making a section of unused rows that you're too scared to delete. This will be powerful tool and will make the scheduling process much easier.

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