Emails in Contact Communications and Event Feeds
We’re excited to announce that you can now track emails sent to your customers in the contact profile and event feeds — making your communications more transparent and accessible.
In a contact’s profile, go to the Communications tab and select Emails to view all messages sent to that contact. You can also send a new email from this tab.
If sending a new email isn’t possible, it may be due to one of the following reasons:
The contact doesn’t have an email address specified
The contact hasn’t consented to receive emails
Sent emails are also logged in the event feeds of contacts, orders (tickets/jobs), and inquiries. Each sent email will always appear in the contact’s event feed, and — if applicable — in the related order or inquiry feed.
Please note that RemOnline displays in the client profile and event feed only the emails sent after the update was released.
Search and Message Grouping in Chats
You can now search in the Chats module by contact name, username, phone number, or message content.
When you search by contact name, username, or phone number, clicking a result opens the chat at the most recent messages.
When you search by message text, clicking a result takes you directly to that specific message.
Click the cross icon once to clear the search field, or twice to exit search mode.
Additionally, messages sent by the same person within 5 minutes of each other are now grouped together.
Default Invoice Due Date for Clients
You can now set a default invoice due date for each client in their contact profile. This is especially helpful if you have different payment terms with different clients — for example, 15 days for one and 30 days for another.
There’s also a pre-set list of due date options. If none of them suits your needs, you can enter a custom number of days.
Invoice Table Badges for Quick Filtering
The invoice table now includes helpful badges:
My invoices – Invoices where you are assigned as the manager
Due soon – Invoices due today or tomorrow
Overdue – Invoices past their due date
Receivables – Issued invoices awaiting payment
Use these badges to quickly identify and filter invoices with just one click.
Default Payer for Orders, Tickets, and Jobs
You can now set a default payer for each type of order, ticket, or job. Go to Settings > Forms Editor, open the settings for a specific order type, and specify the default payer as needed.
Create and Edit Bundles in the Mobile App
The RemOnline mobile app now lets you create and edit bundles. Just open the Catalog menu and switch to Bundles to view, create, or update them.
New Filters: This Year / Last Year
In Workflows, Sales, Finance, and most reports, you can now filter data using This year or Last year options for date-related fields.
Filter by Client Type in Workflows
There’s a new filter in the Workflows module that lets you view orders, tickets, and jobs by client type — either Person or Organization.
If you have any questions or suggestions about these updates or RemOnline in general, feel free to reach out to our Support team via chat.