Summary
🆕 Enhanced Data Import Tool
🛠️ Inline Job & Quote Color Management
🛠️ Enhanced Filtering for Pools and Contacts
🛠️ Security & Performance Improvements
🐛 Fix for Duplicated Recurrence Jobs
Enhanced Data Import Tool
The V2 Import Tool now supports four distinct import types:
• Contacts
• Pools
• Contacts + Pools
• Products
📂 Multiple File Formats
Each import type now accepts XLSX and CSV file formats, so you can work with whichever is most convenient for you.
🔄 Flexible Data Mapping
One of the most powerful features in the V2 Import Tool is its ability to map import data to Pooltrackr’s models. This means you can import files from various external systems, customizing the data fields to match Pooltrackr’s structure effortlessly.
🔄 Bulk Data Update with IDs
The import tool now supports bulk updates for existing records, as long as your data includes the correct IDs associated with each record. This feature is perfect for making widespread updates to customer or product information in one go, saving time and ensuring consistency.
With these improvements, importing data into Pooltrackr is easier, more adaptable, and highly efficient. Let us know if you have any questions or feedback on the new import tool—happy importing!
Inline colour management for Jobs and Quotes
With this enhancement, you acan now directly change the colour of jobs and quotes right from the list views, providing a quick and efficient way to categorize and visually organize entries without extra navigation steps.
To update the colour of a job or quote, navigate to Operations > Jobs > List or Operations > Quotes > Open Quotes. Simply click on the colour in the table for the job or quote you want to change, then select a new colour or choose “No Color.” The update will apply instantly—there is no need to open the details view.
