This month we see the release of CRM Companies & Addresses, Invoices in Portal and some all-important bugs that have been patched.
Let’s get started.
CRM is expanding and becoming more powerful with each update.
With the release of Companies to CRM, you can now group users by companies, and view a list of all existing companies added.
Keep your contacts organised and flexible.
Choose to set a primary contact, email address and address for each company, utilising pre-built fields.
Users from businesses can now choose to use their company's saved global address, ensuring a speedier and more seamless checkout experience.
Enhance your forms with the ability for users to fill in this information on signing up, and editing within their details.
You can find out how to get started with Companies here.
Our development team have been hard at work releasing a hugely popular feature request from our roadmap.
Introducing: The option to add addresses specific to companies and users using pre-built fields.
Save even more time by adding grouped address fields to forms.
Users can add, edit and save these for a later shipping address; or opt to use the company address instead!
These addresses are instantly pulled through to your Orders.
From product details to payment to shipping and billing addresses, Orders has everything you need. Simply forward this to your delivery team and you're ready to go!
You can find out how to get started with Addresses here.
You can now easily view a list of all invoices with their respective site within your admin, url, plan and status. With one site or multiple sites, simply search, filter, or sort to find the invoices you need across the board.
Quickly access your invoices in Stripe to view more information, download or pull this data through to other apps.
You can also now view all invoices for your entire Agency!
With less features rolling out this month, our team have been busy squashing bugs behind the scenes to help make your Siteglide experience much smoother, including:
We’ve got some upcoming releases that we’re excited to share with you!
Here’s a sneak peak of what’s to come:
Join us next month where we'll take a look at all the key releases from June.
If you're an Agency click the link below to signup. Website Owners/Managers please contact one of our agencies.Become an Agency Partner