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Delivery-date: Fri, 02 Dec 2022 12:56:41 -0500
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Date: Fri, 02 Dec 2022 17:56:31 +0000
Reply-To: Charis from Dubsado <charis.barg@dubsado.intercom-mail.com>
Message-ID: <defff56e-989ce671-1670003790-54971201365196@outbound.intercom.dubsado.com>
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From: "Charis from Dubsado" <charis@dubsado.com>
 
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Hi Suzana, =0D=0A We strive to make Dubsado better every day. Check out the=
 improvements and fixes our hard-working developers tackled. =F0=9F=94=A7 =
=0D=0A If you prefer not to get these emails but still want updates, we als=
o post on our news page. =0D=0A =F0=9F=94=94 Reminders =0D=0A - Switch to t=
he new form builder to ensure access to all the latest features. The old fo=
rm builder will no longer be accessible starting Feb 1, 2023. If your forms=
 don=E2=80=99t have any custom code, your forms are not impacted in any way=
! Switching to the new form builder will not erase your current forms nor w=
ill you have to remake them. If your forms have custom code, check out our =
help center article for more information. =0D=0A =F0=9F=8E=89 What=E2=80=99=
s new =0D=0A - Added a warning message to decrease workflow errors. Normall=
y, changing the scheduler in the workflow action Send Appointment Scheduler=
 requires also updating all workflow actions that use an appointment-based =
workflow trigger (after an appointment is scheduled, before an appointment =
start time, and after an appointment has ended). The warning message =E2=80=
=9CPlease select a scheduler to watch=E2=80=9D now appears for each action =
that requires edits. =0D=0A- Adjusted how schedulers are shown in a workflo=
w. Appointment-based workflow triggers will now only list schedulers previo=
usly used in the workflow, instead of all available schedulers. This is to =
reduce workflow errors on which scheduler to use. =0D=0A- Made forms easier=
 to edit on tablets. Our new form builder now shows you the mobile view on =
screens that are 768px or less to accommodate tablets. =0D=0A =F0=9F=93=8D =
Roadmap =0D=0A - Keep track of planned new features and submit feedback on =
our Roadmap Portal. We work hard to deliver the best product we can! It mak=
es us happy to share all the awesome features coming up. Small disclaimer: =
Our portal doesn=E2=80=99t cover everything we=E2=80=99re working on, detai=
ls and timing are subject to change, and features aren=E2=80=99t listed in =
any specific order. =0D=0A =F0=9F=A9=B9 Bug fixes =0D=0A - Preview proposal=
s within projects again. You couldn=E2=80=99t toggle between a proposal, co=
ntract, and invoice on the business owner view without submitting it first.=
 Now, you can view it freely after applying the form to a project. =0D=0A- =
Plan your schedule months in advance without worry. If you wanted the sched=
uler to start in the future with a =E2=80=9CFixed date range=E2=80=9D, the =
scheduler didn=E2=80=99t automatically jump to the start date. The schedule=
r now shows the first available date within the date range. =0D=0A- No more=
 broken-up PDFs. Downloading and printing forms as PDFs showed information =
cut off at the page breaks. You can fix this issue by turning Legacy mode o=
ff. =0D=0A- Applicable error messages only. The workflow error message =E2=
=80=9CPlease select a scheduler to watch=E2=80=9D appeared even if you alre=
ady selected a scheduler. This was only appearing if you chose a scheduler =
group to watch. Now, this error message won=E2=80=99t appear except when ne=
eded. =0D=0A- Your graphs are ready to go. The graph on the Reporting &gt;&=
gt; Project Breakdown page didn=E2=80=99t populate any data until you manua=
lly selected a filter. Now, the graph will automatically display data based=
 on the =E2=80=9CYear to date=E2=80=9D filter. =0D=0A- No more flickering t=
ext boxes. Editing a text box within a form by clicking =E2=80=9CEdit inlin=
e=E2=80=9D caused the text box to flicker or resize itself. Now, the text b=
ox won=E2=80=99t move around as you edit. =0D=0A- Shout out the correct nam=
e on invoices. Normally, invoices show the client=E2=80=99s name, the compa=
ny name, or both. We had an issue where invoices only showed the client=E2=
=80=99s name, even if you wanted to show the company name. This issue is re=
paired so you can now address your invoices correctly. =0D=0A- Countersign =
legacy contracts without issues. If you countersigned a legacy contract tha=
t was attached to a non-legacy proposal, our system misinterpreted your sig=
nature as the client's signature. This is fixed, so legacy contracts now wo=
rk correctly with both legacy and non-legacy proposals. =0D=0A- No more sch=
eduler buffering. If you deleted a scheduler template with buffer time, boo=
ked appointments from that scheduler prevented availability on other schedu=
lers. You should now see the correct availability on your schedulers. =0D=
=0A- Fixed calendar jet lag from different time zones. If your timezone was=
 set to Europe or London, some dates didn=E2=80=99t match the correct days =
on the scheduler calendar template. All dates and days are now accurate reg=
ardless of location. =0D=0A Thank you very much and have a great weekend! =
=0D=0A Charis
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pacing: 0; table-layout: fixed" bgcolor=3D"white">=0D=0A    <tbody>=0D=0A<t=
r>=0D=0A      <td class=3D"main-td intercom-template-content" style=3D"bord=
er: 1px solid #dddddd; border-radius: 2px; box-shadow: 0 1px 3px 0 rgba(0, =
0, 0, 0.05); font-family: Helvetica, Arial, sans-serif; font-size: 16px; pa=
dding: 40px 60px">=0D=0A=0D=0A        =0D=0A        =0D=0A  =
<table width=3D"100%" class=3D"header" style=3D"border-collapse: separate; =
border-spacing: 0; table-layout: fixed">=0D=0A    <tbody>=0D=0A<tr>=0D=0A  =
    <td class=3D"logo" style=3D"font-family: Helvetica, Arial, sans-serif; =
font-size: 16px; padding: 0; text-align: left" align=3D"left">=0D=0A       =
 =0D=0A          <img src=3D"https://dubsado.intercom-mail.com/i/o/30514435=
5/c3234b2660fe6c3bb486137f/File1614360488062" width=3D"165" height=3D"50" c=
lass=3D"featured" style=3D"padding: 15px 0 30px; text-align: left">=0D=0A  =
      =0D=0A      </td>=0D=0A    </tr>=0D=0A  </tbody>=0D=0A</table>=0D=0A=
=0D=0A=0D=0A        =0D=0A        <table width=3D"100%=
" class=3D"content" style=3D"border-collapse: separate; border-spacing: 0; =
table-layout: fixed">=0D=0A          <tbody>=0D=0A<tr>=0D=0A            <td=
 class=3D"content-td" style=3D"color: #525252; font-family: Helvetica, Aria=
l, sans-serif; font-size: 15px; line-height: 22px; padding: 0">=0D=0A      =
      <p style=3D"line-height: 1.5; margin: 0 0 17px">Hi Suzana,</p>=0D=0A<=
p style=3D"line-height: 1.5; margin: 0 0 17px">We strive to make Dubsado be=
tter every day. Check out the improvements and fixes our hard-working devel=
opers tackled. =F0=9F=94=A7</p>=0D=0A<p style=3D"line-height: 1.5; margin: =
0 0 17px">If you prefer not to get these emails but still want updates, we =
also post on our <a href=3D"https://dubsado.intercom-clicks.com/via/e=3Fob=
=3D%2FIhq%2FfsiZXOPZdYSesxJf%2FR2F66WOnrqZjAKfyRC1AU%3D&h=3D55dc5ca1f991da3=
5ceb007ca92b905eac8f5dbf2-zheb3qar_54971201237453&l=3Dcf110f1a38eb669a62b49=
7c04ede7cf74c2c7df3-23761676" target=3D"_blank" class=3D"intercom-content-l=
ink" style=3D"border: none; color: #1251BA; outline: none !important">news =
page</a>.</p>=0D=0A<h1 style=3D"color: #282F33; font-size: 26px; font-weigh=
t: normal; line-height: 33px; margin-bottom: 7px; margin-top: 30px">=F0=9F=
=94=94 Reminders</h1>=0D=0A<ul style=3D"list-style-type: disc; margin: 0 0 =
20px 40px; padding: 0">=0D=0A<li>=0D=0A<b>Switch to the <a href=3D"https://=
dubsado.intercom-clicks.com/via/e=3Fob=3D7Gl3pVM79hCW59vIfHpBm5Ucp7raEbJ6vh=
E8CRDBNfHxYrSFUv3YstDqjqGT%2B3WTPH%2F0HN0rth2GETTELww3%2FLhkRT8TeRz2EeFSfJk=
t6c8%3D&h=3Dccf8f58cf938b8e21256e313e8f6e64a589f027b-zheb3qar_5497120136519=
6&l=3D1351359f2863536c4b511c72e00419b817b55332-28764804" target=3D"_blank" =
class=3D"intercom-content-link" style=3D"border: none; color: #1251BA; outl=
ine: none !important">new form builder</a> to ensure access to all the late=
st features.</b> The old form builder will no longer be accessible starting=
 Feb 1, 2023. If your forms don=E2=80=99t have any custom code, your forms =
are not impacted in any way! Switching to the new form builder will not era=
se your current forms nor will you have to remake them. If your forms have =
custom code, check out our <a href=3D"https://dubsado.intercom-clicks.com/v=
ia/e=3Fob=3DVTRak%2FpYzLTletShyDbcOdrdzsmrqTflXm%2BX%2BjUWRGLw0xRW2twe%2Byy=
ILCt6YhxekvPgsm8mi4%2FL%2FIj%2FYVQHuUy60j9CHMtf8SFRbC%2ByQizEej%2F%2BaRJtFC=
n2IYCpkU4h&h=3Dfaf207a0ad19d63b973d14ae75f0424f7b128804-zheb3qar_5497120136=
5196&l=3D942e7590cba844d0c564c34e933904cdbe5441a5-28764805" target=3D"_blan=
k" class=3D"intercom-content-link" style=3D"border: none; color: #1251BA; o=
utline: none !important">help center article</a> for more information.</li>=
=0D=0A</ul>=0D=0A<h1 style=3D"color: #282F33; font-size: 26px; font-weight:=
 normal; line-height: 33px; margin-bottom: 7px; margin-top: 30px">=F0=9F=8E=
=89 What=E2=80=99s new</h1>=0D=0A<ul style=3D"list-style-type: disc; margin=
: 0 0 20px 40px; padding: 0">=0D=0A<li>=0D=0A<b>Added a warning message to =
decrease workflow errors.</b> Normally, changing the scheduler in the workf=
low action <b>Send Appointment Scheduler</b> requires also updating all wor=
kflow actions that use an appointment-based workflow trigger (after an appo=
intment is scheduled, before an appointment start time, and after an appoin=
tment has ended). The warning message =E2=80=9CPlease select a scheduler to=
 watch=E2=80=9D now appears for each action that requires edits.</li>=0D=0A=
<li>=0D=0A<b>Adjusted how schedulers are shown in a workflow.</b> Appointme=
nt-based workflow triggers will now only list schedulers previously used in=
 the workflow, instead of all available schedulers. This is to reduce workf=
low errors on which scheduler to use.</li>=0D=0A<li>=0D=0A<b>Made forms eas=
ier to edit on tablets.</b> Our new form builder now shows you the mobile v=
iew on screens that are 768px or less to accommodate tablets.</li>=0D=0A</u=
l>=0D=0A<h1 style=3D"color: #282F33; font-size: 26px; font-weight: normal; =
line-height: 33px; margin-bottom: 7px; margin-top: 30px">=F0=9F=93=8D Roadm=
ap</h1>=0D=0A<ul style=3D"list-style-type: disc; margin: 0 0 20px 40px; pad=
ding: 0">=0D=0A<li>=0D=0A<b>Keep track of planned new features and submit f=
eedback on our <a href=3D"https://dubsado.intercom-clicks.com/via/e=3Fob=3D=
cAnu54ktRN7yscBT%2F6wziIODLO5RAbscF5WL%2B8poJ%2BXlGGZKseS6pG3pHi09dlKRY%2FA=
vYqF8wUygPLCLz8s0EOqRrLPSiB2ujgCkGSJvjKlS0EOgADsmV9UeilMbUCHI&h=3Da424915e9=
c17a8668667896e88fd901c776061dd-zheb3qar_54971201365196&l=3Dea7e3ed9a66c580=
ead47b7dbd8e3045cb6f49c45-28764843" target=3D"_blank" class=3D"intercom-con=
tent-link" style=3D"border: none; color: #1251BA; outline: none !important"=
>Roadmap Portal</a>.</b> We work hard to deliver the best product we can! I=
t makes us happy to share all the awesome features coming up. Small disclai=
mer: Our portal doesn=E2=80=99t cover everything we=E2=80=99re working on, =
details and timing are subject to change, and features aren=E2=80=99t liste=
d in any specific order.</li>=0D=0A</ul>=0D=0A<h1 style=3D"color: #282F33; =
font-size: 26px; font-weight: normal; line-height: 33px; margin-bottom: 7px=
; margin-top: 30px">=F0=9F=A9=B9 Bug fixes</h1>=0D=0A<ul style=3D"list-styl=
e-type: disc; margin: 0 0 20px 40px; padding: 0">=0D=0A<li>=0D=0A<b>Preview=
 proposals within projects again.</b> You couldn=E2=80=99t toggle between a=
 proposal, contract, and invoice on the business owner view without submitt=
ing it first. Now, you can view it freely after applying the form to a proj=
ect.</li>=0D=0A<li>=0D=0A<b>Plan your schedule months in advance without wo=
rry.</b> If you wanted the scheduler to start in the future with a =E2=80=
=9CFixed date range=E2=80=9D, the scheduler didn=E2=80=99t automatically ju=
mp to the start date. The scheduler now shows the first available date with=
in the date range.</li>=0D=0A<li>=0D=0A<b>No more broken-up PDFs.</b> Downl=
oading and printing forms as PDFs showed information cut off at the page br=
eaks. You can fix this issue by turning <b>Legacy mode</b> off.</li>=0D=0A<=
li>=0D=0A<b>Applicable error messages only.</b> The workflow error message =
=E2=80=9CPlease select a scheduler to watch=E2=80=9D appeared even if you a=
lready selected a scheduler. This was only appearing if you chose a schedul=
er group to watch. Now, this error message won=E2=80=99t appear except when=
 needed.</li>=0D=0A<li>=0D=0A<b>Your graphs are ready to go.</b> The graph =
on the <b>Reporting &gt;&gt; Project Breakdown</b> page didn=E2=80=99t popu=
late any data until you manually selected a filter. Now, the graph will aut=
omatically display data based on the =E2=80=9CYear to date=E2=80=9D filter.=
</li>=0D=0A<li>=0D=0A<b>No more flickering text boxes.</b> Editing a text b=
ox within a form by clicking =E2=80=9CEdit inline=E2=80=9D caused the text =
box to flicker or resize itself. Now, the text box won=E2=80=99t move aroun=
d as you edit.</li>=0D=0A<li>=0D=0A<b>Shout out the correct name on invoice=
s.</b> Normally, invoices show the client=E2=80=99s name, the company name,=
 or both. We had an issue where invoices only showed the client=E2=80=99s n=
ame, even if you wanted to show the company name. This issue is repaired so=
 you can now address your invoices correctly.</li>=0D=0A<li>=0D=0A<b>Counte=
rsign legacy contracts without issues.</b> If you countersigned a legacy co=
ntract that was attached to a non-legacy proposal, our system misinterprete=
d your signature as the client's signature. This is fixed, so legacy contra=
cts now work correctly with both legacy and non-legacy proposals.</li>=0D=
=0A<li>=0D=0A<b>No more scheduler buffering.</b> If you deleted a scheduler=
 template with buffer time, booked appointments from that scheduler prevent=
ed availability on other schedulers. You should now see the correct availab=
ility on your schedulers.</li>=0D=0A<li>=0D=0A<b>Fixed calendar jet lag fro=
m different time zones.</b> If your timezone was set to Europe or London, s=
ome dates didn=E2=80=99t match the correct days on the scheduler calendar t=
emplate. All dates and days are now accurate regardless of location.</li>=
=0D=0A</ul>=0D=0A<p style=3D"line-height: 1.5; margin: 0 0 17px">Thank you =
very much and have a great weekend!</p>=0D=0A<p style=3D"line-height: 1.5; =
margin: 0 0 17px">Charis</p>=0D=0A            </td>=0D=0A          </tr>=0D=
=0A        </tbody>=0D=0A</table>=0D=0A=0D=0A      </td>=0D=0A    </tr>=0D=
=0A  </tbody>=0D=0A</table>=0D=0A=0D=0A  =0D=0A  <table widt=
h=3D"100%" class=3D"footer" align=3D"middle" style=3D"border-collapse: sepa=
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fixed">=0D=0A          <tbody>=0D=0A<tr>=0D=0A            <td class=3D"foot=
er-td" style=3D"font-family: Helvetica, Arial, sans-serif; font-size: 16px;=
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        =0D=0A              =0D=0A                <p class=3D"unsub" style=
=3D"color: #b7b7b7; font-size: 12px; font-weight: 300; margin: 0; text-deco=
ration: none"><a href=3D"https://dubsado.intercom-mail.com/subscriptions/un=
subscribe=3Fapp_id=3Dzheb3qar&conversation_id=3D54971201365196&subscription=
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ght: 300; margin: 12px 0 0; outline: none !important; text-decoration: unde=
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