What's New: 2024-03-14

Mel Kozun shares an impressive collection of updates across Partner Center and Business App for you and your local business clients.

Business App

[Inbox Pro] Receive and respond to Facebook Messages from Inbox Pro. Facebook joins Google Business Messages, AI webchat, SMS on the growing list of communication sources integrated with Inbox Pro to help your clients centralize lead management.

Platform

[Billing & Payments] Add discounts to invoices when billing with Subscriptions or creating invoices manually to provide clients with a clear breakdown of the full value of their purchase. Give each discount a custom name, set it to reduce the invoice’s total by a percentage or set amount, and specify the duration.
[Billing & Payments] Customize the product names on the Subscription invoices to personalize the sale for each customer without affecting how products are named in your store. Customization can also be used to add context to make it easier for your clients to understand what each line item is, and what it’s for.
[Billing & Payments] Add one-off products when creating an invoice without adding the products to your public store.
[Billing & Payments] Satisfy Stripe Connect’s new verification requirements from Partner Center. Stripe recently updated their verification process for all Connect accounts in the US, which will require current accounts to submit certain details.
Submit your information from Partner Center > Billing > Payouts, or Partner Center > Administration > Vendasta Payments

by April 16th

to avoid any service disruptions with Stripe.
[CRM] Collect UTM attributes with Forms to add lead source details to contact and company records. Use the data to tailor nurturing experiences and analyze where the best leads are coming from.
[CRM] Find a Company’s associated contacts quickly when logging activities. The Contacts formally associated with a Company are listed at the top of the dropdown list.
[CRM] Sort or filter Companies and Contacts by “Last Contact Date,” which takes into account any outreach efforts a salesperson made, whether it was an email, a phone call, a Linkedin message, etc. to make sure leads are being kept warm with regular contact.
[CRM] View more activity types in Sales Activities by Salesperson Report in Premium Reports. In addition to calls, emails, and meetings, see how many SMS, Linkedin, or Inbox messages a salesperson has sent.
[Marketplace] Provide your clients with a new payment collection medthod with DaVinciPay. DiVinciPay facilitates direct transfers from the buyer's wallet to the merchant's wallet, eliminating the need for third-party custodians. View in Marketplace
[Task Manager] Filter tasks by edited reviews to easily find and address reviews that have been changed.
[Task Manager] Add custom fields to both Projects and Tasks to ensure your team has the details they need to fulfill orders efficiently. Custom fields can be added to existing projects and tasks, or to templates.
[Vendor Center] Canceled work orders automatically close associated Projects and Tasks. The update is logged in the Task History of each task, clearly explaining that the closure stems from the cancellation of the associated work order.

Products

[Local SEO] Sync up to 15 keywords to applicable sources to help a business rank well.