Changelog
Get the latest feature updates in Truv
- Updated Truv Dashboard login and signup experience:
- Users can now signup directly to Truv Dashboard using either Google social, Microsoft social or Email+Password. If an active company exists, the user will be invited to that company pending Account Owner approval. If no active company exists, a new company will be created for the user.
- If users activate multiple login methods, for example Google social and Email+Password, they can use either of the methods to login.
- Search by custom field in order form: To help customers who use a custom field during order creation, we have added the ability to search by the custom field value and add the custom field as a column in the Activity → Orders tab in Truv Dashboard. To add custom field as a column, click Edit columns and select Custom field at the bottom of the list.
- Improved CSV exporting: For some large customers with >10k orders per month, exporting csv files from the Activity → Orders tab could timeout. We have removed some unneeded columns (report url, parsed company name) to speed up csv generation and prevent timeouts.
- Link-level Bank Income report: Following up on the user-level bank income report, we have released a link-level version that summarizes detected income sources per connected financial institution, as opposed to at the user level. We will return the user-level report by default when available, but the new link-level report can still be downloaded in Truv Dashboard or via API.