In This Release…
[Click here for a video overview of all the new features]
Highlights
Updates for External Appointment Link Page
We’ve made a couple of updates to the External Appointment Link page to enhance the user’s experience. First, the date/time selection feature has been redesigned to display a smart, clean interface to make scheduling more user-friendly and straightforward. Second, there’s been a helpful modification made to the way the system identifies time zones related to the scheduling calendar. For further details, please review the Using the External Appointment Links section of our Appointments Guide.
Onfleet Integration
The Onfleet integration with Striven enhances efficiency by enabling seamless Task dispatching and live Employee tracking. Onfleet’s last-mile delivery platform optimizes the entire delivery and service process with real-time tracking capabilities. This integration allows Striven to automatically synchronize Tasks requiring tracking, empowering Employees to utilize the Onfleet app and provide Customers with timely location updates.
Through a special agreement between MilesIT/Striven and Onfleet, Striven users can access Onfleet functionality without the standard $600/month subscription fee. Pay only for what you use, as pricing will be based on the number of Tasks actually utilized. Each Task in Striven that corresponds to an Onfleet Task will be counted as one (1) Task.
Task-Based Pricing Structure:
- First 1,000 monthly Tasks: $0.50 per Task
- Next 1,000 monthly Tasks (1,001-2,000): $0.40 per Task
- Tasks beyond 2,000 per month: $0.30 per Task
Striven users will maintain full access to other Onfleet functions.
Onfleet Key Registration: Visit this link to start your Onfleet registration process.
Learn more about the Onfleet integration with Striven by reviewing our Onfleet Integration Guide.
Contact Dashboard
The Customer/Vendor Contacts Info page has been redesigned to mirror the Customer/Vendor Dashboards, offering a unified view of contact-related information through readily available widgets. Check out the details by reviewing our Contact Management Guide.
Customer/Vendor Portal Guest Access
Contacts will now have the option to forgo the creation of a password when accessing the Customer/Vendor Portal and instead use a one-time security code that will be sent to their log in email address. This is useful when accessing the Portal for one-time uses such as approving a Sales Order or paying an Invoice. Learn more about this process by reviewing the Signing In to the Customer/Vendor Portal section from our Customer/Vendor Portal Setup Guide.
Opportunity Pipeline Report
We’ve added a new Opportunity Pipeline Report. This report is a useful tool to understand the conversions of Opportunities within a selected time period. This report will have two views available which includes the Cohort view and the Snapshot view.
The Cohort view will include all Opportunities created within the period of time selected in the search filters in order to track their conversion to different stages. The columns will not take into account if the Opportunity moved into a stage during the selected time period.
The Snapshot view will include all Opportunities in the time period that is selected in the search filters regardless of their created date. For each stage selected, if the Opportunity was updated to that specific stage in the time period selected, it will show up in that column accordingly.
To access the Opportunity Pipeline Report, navigate to Reports → Sales → Opportunity Pipeline.
Learn more about this new report by reviewing the Opportunity Pipeline Report section from our CRM Dashboard & Reporting Guide.
Sales Order Fulfillment Report
A new report has been added to help you manage Sales Order Fulfillment. This report allows you to track that all Items listed on Customer Sales Orders have been purchased, received, and delivered. By default, this report will be filtered to all Item Types. To view only Inventory Type Items, update the Item Type search filter to the Inventory option.
To access the Sales Order Fulfillment Report, navigate to Reports → Sales → Sales Order Fulfillment.
Learn more about this new report by reviewing the Sales Order Fulfillment section from the CRM Dashboard & Reporting Guide.
Accounting Updates
Credit Memos
Users can now edit the Memo field on Credit Memos, even if the Credit Memo falls within a closed period.
1099 GL Account Mapping
Multiple GL Accounts can now be selected when selecting GL Accounts in the Map Accounts section from the 1099 Settings page. When using the 1099 Export feature, the GL Accounts selected will be added up for a total per data type that is listed in the exported spreadsheet.
Collection Notice Recipients
When Collection Notices are now sent from the Collections Workflow Queue, a note will be displayed at the top of the email stating “This notification has been sent to: Recipient 1, Recipient 2, etc.” This update is to make it clear if the notice was sent to multiple recipients. If only one recipient received the notice, the note at the top will not appear.
Payment Profile Auditing
Payment Profiles stored for a Customer will now show the Created By person and time stamp and Last Modified By person and time stamp in small text underneath each Payment Profile. This information will be displayed in both the ERP and the Customer Portal.
Candidates Updates
Application PDF Generation
The PDF download feature has been removed from the Applications widget located on the Candidate’s Dashboard. Candidate’s Applications can be viewed by navigating to the Applications tab when viewing a Candidate’s profile.
Contact Updates
Search Striven for Contacts
Enhancements were made to the Striven Search feature to improve the user experience when searching for Contacts.
- For Contacts with only one association, selecting them from Striven Search directly opens the new Contact Dashboard, streamlining access to relevant information.
- For contacts with multiple Customer/Vendor associations, selecting them from Striven Search now directs users to the Contact Information page. From there, users navigate to the Associations tab to choose the specific association and then open its Contact Dashboard. This provides a comprehensive overview before diving into specific details.
Customer/Vendor Updates
Customer/Vendor Dashboard
The AR Summary widget on the Customer/Vendor Dashboard will now include Sales Receipts within its calculations. The amount of the Sales Receipt will be added to both the Invoiced and Paid boxes listed within the widget.
Discussions Updates
Discussions List Search Results
When using the custom search option on the Discussions list, the results will be sorted first by the Last Reply Date and then the Date Created, regardless if the Discussion has been seen or unseen.
Discussion Templates
Discussion Templates now support emojis, which can be copied and pasted or inserted directly from mobile device keyboards to enhance communication.
Format Updates
Task Formats
Merge fields have been added to Task Formats for the Task-Requested-By-Email, Task-Requested-By-Location, and Task-Requested-By-Phone.
Items & Inventory Updates
Inventory Adjustments
The Memo field is now editable on an Inventory Adjustment that has been saved.
Portal Updates
Task Assignments
When viewing Tasks on the Customer/Vendor Portal, both Contacts and all Employees will show as results when using the Assigned To search filter.
Projects Updates
Copy Project
When creating a Project using the Copy from Project feature, users will now have the option to copy over the Hub Contents and Hub Content Groups to the new Project.
Reports Updates
P&L Comparison Reports
When configuring a P&L Comparison Report, users can now decide to report based on a Cash or Accrual Basis.
Sales Order Profitability Report
The Sales Order Profitability Report now includes an Assignment Categories filter and an Assigned To filter, allowing users to refine their searches.
ShipStation Integration Updates
Customer PO #
The Customer PO # field on a Sales Order will now sync with ShipStation. This field will appear in ShipStation as Custom Field 1 in the Order Notes section. For example, Custom Field 1: Customer PO #: 12345. If the Customer PO # field is updated or removed from a Sales Order, the information will also update in ShipStation when the Orders are next synced.
Stripe Integration Updates
New Fields Displayed
Display fields have been added to the Accept Reader Payment page for the Stripe Integration for Invoice, Invoice Total, and Remaining Balance. The Remaining Balance field equals the total Invoice amount minus any incomplete or successful Payments already created and associated to the Invoice.
Regular Checks Between Stripe and Striven
A new background job has been implemented to ensure all Stripe payments are successfully recorded in Striven. This job will run every 30 minutes, automatically creating any payments in Striven that were initiated in Stripe but not yet synchronized.
Payment Interruptions on Accept Reader Payment Page
If the Initialize Payment button has been clicked on the Accept Reader Payment page, but the page is closed or refreshed before payment completion, the system will automatically reconnect to the in-progress reader. Users can click the Cancel button to stop the payment processing if necessary.
Payment Interruptions on Add Payment or Sales Receipt Page
When adding a Payment or Sales Receipt, a prompt stating “This reader is already in use. Do you want to cancel and create a new payment?” will appear if the user refreshes the page while the reader is creating a payment. The user will then be able to select Yes or No to continue.
UI Updates
Departments
For improved clarity, consistency, and user experience, Divisions has been renamed to Departments throughout the system. All associated field functionalities and references remain unchanged. This update will help keep in standard naming with most Payroll systems.
Password Strength Meter
We’ve introduced a new password strength meter to help you create stronger, more secure passwords when creating a new password, changing a password, or resetting a password. This new feature will function for Employee, Customer, Vendor, Contact, and Candidate sign-ins using the Striven sign-in and password security option.
The meter appears beneath the password field and provides visual feedback on your password’s strength:
- Weak: The meter turns red. A weak password is at least 8 characters long and uses at least two character types (lowercase, uppercase, number, or symbol).
- Medium: The meter turns orange. A medium password is at least 10 characters long and uses all four character types.
- Strong: The meter turns green. A strong password is at least 12 characters long and uses all four character types.
Workflow Updates
Conditional “From” on Workflows
Discussions and Emails sent from Workflows can now be set up to have a conditional “From” based on various Assignments. For example, if the Workflow Trigger is based on Customers, users can now select a specific Employee or the Customer Level Assignment Employee for the “From” field. This will dynamically change who the Email or Discussion is coming from based on specific Assignment Types set for the Customer.
Note: If an Assignment Type has been selected as the “From” but no Assignment has been set, the Workflow will then come from the Employee set as the Workflow Manager.
The following “From” options are now available based on the below Workflow Triggers:
- Customers/Vendors: Customer Level Assignment
- Customer Assets: Customer Level Assignment
- Sales Orders: Sales Rep, Customer Level Assignment, and Sales Order Level Assignment
- Opportunities: Opportunity Assigned to Employee and Customer Level Assignment
- Projects: Primary Employee Assigned to the Project, Customer Level Assignment, and Project Level Assignment
- Tasks: Task Assigned to Employee and Customer Level Assignment
- Purchase Orders: Purchase Order Level Assignment and Vendor Level Assignment
Workflow Access To
Employees that have been granted Access To a Workflow will now have an additional configuration option for Can Process Queue. Prior to this release, Employees with Access To a Workflow were only able to edit and manage a Workflow’s setup, but were unable to process anything that was added to the Workflow Queue for the Workflow.
API Updates
API Security
In efforts to improve API Security, the following permissions have been added for the End Points listed below.
For more information about API Keys, visit our API Reference page.
Security Updates
Please review the following settings and adjust your User Roles for these new permissions as needed:
- “Contact Dashboard - Copy to other users”
- “Onfleet Settings”
- “Opportunity Pipeline Report”
- “Opportunity Pipeline Report - Export”
- “Sales Order Fulfillment Report”
- “Sales Order Fulfillment Report - Export”
Notifications & Portal Content Additions
The following Email and Portal content have been added:
- Added a new merge field option for Target Date in the New Invoice Sales Order Approval and Sales Order Approval Email - T&M notifications.
Report Builder Additions
The following lists updates and additions to the Report Builder Datasets in this release:
- Added relationship between Timesheet Dataset and Time Clock Dataset
- Added Fulfill By Date filter and column to the Sales Order Details Dataset
- Added AR Transactions Dataset
- Added AR Transaction Details Dataset
- Added AR Transaction Details Expanded Dataset
- Added Transaction: Status filter to the Transactions Dataset
- Added Transaction Detail: Transaction: Status filter to the Transaction Details Dataset
- Added Transaction Detail: GL Postings: Posting Transaction: Status filter to the Transaction Details Dataset
- Added Bio column to the Employees Dataset
Striven operates on a quarterly release cycle to ensure high-quality updates. This approach allows us to thoroughly test features and deliver a reliable experience. However, we encourage all users with critical business integrations to verify all integrations are still functioning as expected immediately following the release. If there is any need, our support team is standing by. Please submit a ticket or email us at Support@Striven.com for immediate support.