Changelog
Get the latest feature updates in Truv
- Enhanced filtering and viewing team member templates:To help customers with a large number of team members and branches, we have added the ability to filter the ‘Team Members’ table by assigned templates. Selecting templates in the ‘All templates’ filter in Settings → Team, will return a list of team members with those assigned. Additionally, clicking in the ‘Available templates’ column will show the currently assigned templates for that user.
- Custom Notes field in orders: For customers with multiple team members working on an order in Truv Dashboard, we have added a ‘Notes’ field as a sortable column in the Orders table and in Order information. Text can be added to record action items, findings, unique statuses, or next steps for other team members.
- Increased load time for ‘Users’ tab: We have sped up the Dashboard → Users tab to make it load faster and easier to use for customers with a high volume of Tasks.
- Hide ‘Credits’ tab when applicable: To make Dashboard → Billing easier to understand, we hide the ‘Credits’ tab if a customer has no credits to display.