Product Updates

See the latest new features, improvements, and product updates

9 months ago

3.0.4

What’s included in this release:


New Features and Feature Enhancements:

  1. Add ‘Last Purchase Date’ to Wishlist Tab on Products
  2. Add ‘Referred by’ to Wishlist Tab on Products
  3. Print Void Transaction Receipt on Integrated Credit Card Processing
  4. Resolution for Hanging Credit Card Payments
  5. Ability to Trigger Full Sync on E-Commerce Integrations
  6. When Running Integrated Credit Card Payment, Auto-Create Transaction
  7. Strip Out ‘R’ Indicator in Reference Value on Integrated Credit Card Processing
  8. Add Filter to End of Day Report for ‘Include Tax’
  9. Change Default Value for Refunds to Actual Transaction Amount
  10. Add Dropdown for Refund Type on Refund Modal
  11. Add Confirmation Before You Add a Refund
  12. Add Refund Button to Exchanges
  13. Add ‘Close Month’ Button to Daily Summary View
  14. Salesperson Performance Report
  15. All-New Vendor Performance Report
  16. Support to Assigning Deposit Thresholds on Transactions
  17. Add Manager Override for Deposit Thresholds on Transactions
  18. Add Date Columns to Wishlist Tab on Products
  19. Added Special Permission for Admins to Remove Integrated Credit Card Payment
  20. Link CardPointe Payments to Existing Crystal Transactions
  21. Add ‘Salesperson’ as a Column on Sales Highlights on End of Day Report

See details below for a full breakdown of new features.

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Bug Fixes:

  1. Fixed an Issue Where YTD Values Were Showing Incorrectly on the End of Day Report
  2. Fixed an Issue Where the Daily Summary View was Not Showing All Rows of Data
  3. Fixed an Issue Where $0.00 Payments Were Showing as Declined
  4. Fixed an Issue Where Refund Amounts Were Not Being Added Back to Gift Card
  5. Fixed an Issue Where Product Type Modal Doesn’t Receive Initial Value
  6. Fixed a Bug Occurring on Two-Sided Receipts
  7. Fixed an Issue Where Retail Value Was Showing on RTV Records


New Features and Feature Enhancements:

  1. Add ‘Last Purchase Date’ to Wishlist Tab on Products

Users now have the ability to check when a client last purchased while looking over the Wishlist tab on the Product record.

2. Add ‘Referred by’ to Wishlist Tab on Products

Users now have the ability to check who a client was referred by while looking over the Wishlist tab on the Product record.

3. Print Void Transaction Receipt on Integrated Credit Card Processing

When an integrated transaction payment gets voided, users now how the ability to print out a ‘Void’ payment receipt to hand the their customers.

4. Resolution for Hanging Credit Card Payments

Added in a workaround to help alleviate users being blocked when a payment hangs between Crystal Integrated Credit Card Processing and CardPointe.

5. Ability to Trigger Full Sync on E-Commerce Integrations

E-Commerce integration users have the ability to trigger a full Crystal sync from the plug-in inside the e-commerce application.

6. When Running Integrated Credit Card Payment, Auto-Create Transaction

During the point of sale process and taking an integrated credit card payment, once the payment processing is happening a transaction will be automatically created to ensure the payment information and transaction information are tied to a transaction in Crystal.

7. Strip Out ‘R’ Indicator in Reference Value on Integrated Credit Card Processing

We removed the letter ‘R’ from the Reference ID value coming from CardPointe for easier use.

8. Add Filter to End of Day Report for ‘Include Tax’

On the End of Day report, users have the ability to toggle the values shown on the report by whether to include tax or not include tax on the revenue figures.

9. Change Default Value for Refunds to Actual Transaction Amount

Modified the refund defaults to automatically display the transaction amount versus just displaying a $0.00 value.

10. Add Dropdown for Refund Type on Refund Modal

Added a new dropdown so the user can select what refund type they want to process directly from the refund modal with integrated credit card processing.

11. Add Confirmation Before You Add a Refund

Added a confirmation popup that displays before a refund gets applied during an integrated credit card transaction.

12. Add Refund Button to Exchanges

Added the ‘Refund’ button and workflow on the Exchange transaction type in point of sale.

13. Add ‘Close Month’ Button to Daily Summary View

Added an all-new ‘Close Month’ button on the Daily Summary view, which allows accountants to lockdown the month’s transactions once all of the data ties out for the month. Thus, if another user tries to edit a transaction from a closed month they won’t be able to without accounting/admin permission.

14. Salesperson Performance Report

Added a brand-new report that allows users to run a report to monitor and track salesperson performance over a selected period of time.

15. All-New Vendor Performance Report

Added a brand-new report that allows users to run a report to monitor and track how vendors are performing over a selected period of time including overall key performance indicators for your vendors.

16. Support to Assigning Deposit Thresholds on Transactions

Organizations now have the ability to assign deposit value thresholds to be used by salespeople on transactions. For example, if a salesperson is creating a Special Order, an organization now has the ability to require that a $1,000 deposit is required before the Special Order can be created.

17. Add Manager Override for Deposit Thresholds on Transactions

In special circumstances, manager or administrator level users can override and allow any deposit value when the deposit threshold is applied.

18. Add Date Columns to Wishlist Tab on Products

Users now have the ability to reference date values on clients while looking over the Wishlist tab on the Product record.

19. Added Special Permission for Admins to Remove Integrated Credit Card Payment.

Administrators now have the ability to remove an integrated credit card payment from a transaction in the event it needs to be changed/modified.

20. Link CardPointe Payments to Existing Crystal Transactions

Administrators now have the ability to link CardPointe payments to existing transactions in Crystal to ensure accuracy for credit card transactions.

21. Add ‘Salesperson’ as a Column on Sales Highlights on End of Day Report

Added an all new ‘Salesperson’ column to the Sales Highlights modal, which can be accessed from the End of Day Report. Thus, allowing users to see the transaction information, what was sold the value and who sold it.