Wednesday, 30th November
Hello! More updates to Snoofa for you to digest, learn about and enjoy. Please feel free to give us your feedback.
Latest Updates
Tags can now be attached when Importing Clients
When importing clients you can now select up to three existing client tags that will be associated with every client that’s imported as part of that import.
This feature can make it possible for Snoofa to be used as a CRM. Here are some example use cases.
- When importing historic clients, they could be tagged with MIGRATION or MIG-DEC-22
- When importing clients from a lead generating page, they could be tagged with LEAD, SCOTLAND and VIOLIN
- When important clients for an upcoming auction with code AA123, they could be tagged with IMPORT-AA123
Identity Certification now shows by default
To make it even more clear and obvious what a clients Identity Certification level is, we made it that the Identity Cert column shows by default on the Invoices, Settlements and IC Settlements datagrids. This can be hidden if you don't wish to see it.
Better organisation / layout of the Datagrid Filters
Snoofa Back Office
Updates and changes over time had made the Datagrid filters look untidy, so we have tidied them up again.
Colourful Tags
Snoofa Back Office
We have added a colour picker on the tag settings to make it much easier for you to choose the colour of tags text and background.
In addition to this, we have ensured that the colour of tags will display clearly everywhere throughout the system.
Client Info Pop-Up Update
Snoofa Back Office
We have made access to Client Info faster and more efficient, by making the client name a link to the Client Info pop-up, from the Item Detail and Consignment Detail pages.
And client tags have now been included on the info pop-up:
Bug Fixes
- Correction to typo in Appearance area of System Settings for 'Hammer Price on Collections: "...visible on the Collection PDF."
- Correction to typo in Presales area, Preselase is now 'Presales'.
- Correction to typo on warning message in admin Registrations area, "...regular Buyers have been registered."
- Fix to text error in description of Verify Email message template
- There was an error where imported clients could pass the Basic checks without the country field having been filled in. This has now been tweaked so that no client can get to Basic without a country filled in.
Recent Updates
Snoofa v22.458th November 2022 | Snoofa v22.4220th October 2022 |
In the recent Snoofa v22.45 update there is a new function to archive clients. | In the recent Snoofa v22.42 update there are some updates to the communication in the Back Office when clients are going through the compliance process. |
Do get in touch with us on [email protected] or submit a ticket with any queries or suggestions.
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