Changelog
Follow up on the latest improvements and updates.
RSS
We've added the ability to delete customers when those customers have no orders or listings. You'll see this option on the right side of each customer row when viewing the Customer Index Page:
In order to delete a customer, that customer must have
no orders or listings
. If a customer is associated with orders or listings and you want to delete them, you would need to first manually reassign their orders and listings to another customer from either the Edit Order or Listing page.Learn more about how to reassign the customer on an order or listing.
We've made a few enhancements to make it easier to change the customer associated with a listing or order.
First, on the Edit Order page the 'Remove customer' action has been replaced with 'Replace customer', to ensure that orders always have an associated customer. When replacing a customer, you'll have the option to select any of that customer's Customer Teams. If the chosen Customer Team has a billing customer assigned, that billing customer will be shown on the order page as well:
Replacing a customer on the order page will also update the customer associated with the order's linked listing, and in turn update the download settings of the listing to reflect those of the new customer.
You can also replace the customer associated with the order via the listing page, by adding a new customer to a listing and then removing the old customer. When you do this, you'll see the option to reassign that listing's orders to the new customer:
improved
fixed
December 2024 Enhancements and Fixes
Enhancements
- Added a new setting to under 'Settings' -> 'Customer Teams' that can be used to prevent customers from creating new Customer Teams themselves. Use this setting if you'd like to have full control over Customer Teams within your company.
- Updated download centers to display the name of the billing customer when payment is owed on the order.
- Archiving a customer team membership will now cause the team to be removed as the default for that customer.
- When new customers place an order for the first time, their starting customer team name will reflect the customer's name rather than their email address.
- When creating a new listing or order for a customer, the customer's chosen default team will now be pre-selected.
- The customer name and email address will now display on listings and orders in the customer portal.
- Updated the Customer Import/Export button to accurately reflect assigned permissions. Team members with only the Import permission will now only see an Import button, and vice versa.
Fixes
- Fixed an issue causing customers to not automatically be added to a listing after they were added to the order.
- Fixed an issue that intermittently prevented appointment time slots from loading when traffic aware booking limits were enabled on an order form.
- Fixed an intermittent issue preventing videos from downloading in the download center
- Fixed an issue where customers could be added twice to a listing when their selected Customer Team was changed.
- Fixed an issue where order counts were not properly displayed on the Customers table and the Customer edit page.
- Fixed an issue where the Customer Teams search bar was returning more teams than expected based on the input.
- Fixed an issue where video downloads would occasionally direct to an expired link.
- Fixed an issue where order forms would automatically scroll on mobile devices on the address step.
- Fixed an issue where the Zapier app store title would not correctly show as enabled.
- Fixed an issue where users could not directly add customers to Customer Teams on the Customer Edit page.
- Fixed an issue that resulted in a duplicate email verification code being sent to customers after verifying their email.
- Fixed an issue where customer team members with only draft orders associated were being archived and not removed from the team.
- Fixed an issue that resulted in a customer who registered themselves being told their password was incorrect on subsequent sign-in attempts.
- Fixed an issue that prevented users from logging out while navigating through an order form.
improved
fixed
Aryeo Portal Apps
Aryeo Portal Apps v2.12.0
Awhile back, we added new settings for configuring your portal app from the web, such as customizing the contacts section that is displayed in-app. In this release, we've fixed several bugs and closed the loop on customizable contacts!
To find this page, navigate to the 'Customer Portal' under Storefront settings, and then click 'Mobile App Settings':
Note
: If your mobile developer accounts are in good-standing, then this version should become available as soon as Apple and Google approve it. If your developer accounts are not in good-standing, please contact your customer specialist to help you change this.new
Aryeo Go
Aryeo Go v2.11.0
There are lots of quality of life improvements coming to the Aryeo Go app with this new release .
First, we've improved accessibility and navigation throughout the app by eliminating problematic slide-up sheets that were easily blocked by keyboards. Instead, where it makes sense, you will now be navigated to full-screen modals to provide input or configure more complicated settings.
Secondly, when creating a new customer via the app you'll now have the option to assign that customer to a new or existing Customer Team, just like you would on web.
Enjoy!
We've added some changes to the 'Services' step of order forms to make it easier for your customers to see which Customer Team they are ordering for.
After logging in, if a customer has the 'Admin' role on the Customer Team they are logged into, they'll be prompted to choose the specific team member they would like to place the order for:
If a customer is a member of multiple Customer Teams, they'll also see a 'Manage' button that will allow them to change to a different team.
Once a team member has been selected, team admins will have the option to check a box to auto-select that team member the next time they place an order on the same team:
If a customer isn't yet on multiple teams, these options will be hidden and the customer will simply see their own name after logging in to the order form:
There are now several different options for removing a customer from a Customer Team, depending on whether the customer has orders or listings associated with the Customer Team.
For customers who
have
orders or listings associated with the team:- Archive:The customer can no longer place orders on the team,butcan still access any of their own listings within the team.** This action is only possible if the customer has orders or listings associated with the team.
- Remove:The customer can no longer place orders on the team,andcan no longer access their own listings or orders associated with the team. This action is only possible if the customer has orders or listings associated with the team.
For customers who
don't have
orders or listings associated with the team:- Delete:The customer can no longer place orders on the team. This action is only possible if the customer has no orders or listings associated with the team.
Enhancements
- Added ability to 'Enable all' notifications for Customer Team admins on the Customer Team Edit Page
- Replaced 'Remove customer' action on the Edit Order page with 'Replace customer'. Replacing a customer on an order will now update the customer assigned to the listing
- Made change to auto provision a Customer Team if a customer logs in or is added to a listing and doesn’t have an active Customer Team membership
- Updated API to support new Customer Teams changes
Fixes
- Fixed an issue allowing Customer Team admins to place orders on behalf of archived members and members who had not yet accepted a team invitation
- Fixed a bug causing partially paid orders to not reflect in customer account balance
- Fixed an issue causing affiliate IDs to not save when editing customer teams
- Fixed a bug preventing team members from rescheduling in portal apps
- Fixed an issue where dragging and dropping a calendar appointment would select an incorrect team member
- Fixed an issue preventing users from updating or deleting product variants
We've added several enhancements to the customer and Customer Teams edit pages make it easier to track your customer's activities - both individually and across their Customer Teams.
First, we've added a new section at the top of the Edit Customer Page that allows you to see any customer's total listings, orders, credit balance, and account balance:
We've added similar metrics on the Edit Customer Team Page that show the total listings, orders, members, and admins within any Customer Team:
These same metrics are surfaced on the Customer Teams overview page, so that you can sort teams by number of listings, orders, members, or admins:
We've added a new tab on the Edit Customer Page to make it easier to see which Customer Teams a customer belongs to.
After navigating to a customer's page and clicking the 'Customer Teams' tab, you'll see a list of teams they belong to, the customer's role and status on the team, how many listings and orders exist within each team, and how many listings and orders the customer personally owns on that team:
From this page, you can add the customer to multiple new teams at a time with the 'Add Teams' button in the top right corner. You can also click the options button on the right hand side of each row to change a customer's membership status or navigate to the edit page for that Customer Team:
Learn more about Customer Teams here:
- Customer Teams Overview for companies
- Teams Overview for customer
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