Product Update, March 2020

We’ve released new features and fixes for you, with details below.

New Features

Many of these have come directly from you, sent to our Ideas Centre and developed by the team.

List Views

Troly now shows a list of customers or products on the respective dashboard with a quick link to edit each record. Sorting is available on some columns, with filtering to be released later this year.

Event Logging

– Marketplace

Troly is a busy platform, talking to many providers like Australia Post, FedEx, Mailchimp and WordPress. All this “chit-chat” has been happening behind-the-scenes… until now. For Mailchimp, ConstantContact, CampaignMonitor, WordPress, and Xero, pushing and pulling activities are now logged. You can now visit “Event History” on the Add-ons Marketplace — and in each individual add-on — to learn why Troly can’t communicate with an external provider.

– Email Alerts

When an add-on stops working, Troly may require intervention from you to resolve an issue (like an API key expiring). Troly now knows when to turn off an add-on or simply let you know about recent problems. This is an automatic process that has been activated and an email will be sent to all company administrators as required.

New Email Template – Delayed Shipment

Customers can request a shipment be delayed for a time by getting in touch with you directly. With our latest update, you can now turn on a template – Delayed Shipment – to be sent to customers when you delay their shipment.

User Roles

You can now review and alter access to your Troly account yourself. At this time, you can only assign Administrator or Billing users. You’ll see additional roles defined, but they will not impact access at this time.

Two-Factor (2FA) Authentication

For users with an administration role in Troly, you will now be required to enter a code sent to your on-file mobile / cell phone number. This helps us verify its actually you logging into Troly. We’re rolling this out progressively, so make sure you have a mobile number on your account.

WordPress Password Reset URLs

If you send welcome emails using an EDM like Mailchimp, you can now send through the password reset URL to the user.

Fixes and improvements

Here some features in the platform we improved and had to let you know about!

Order Locking

To protect the integrity of your data, orders are locked when paying, packing, labelling or dispatching. Whilst locked, no actions are allowed until the requested job is complete. This means you will see a notice when editing an order that is being worked on.

Xero – “On Account” Invoices

Customers that have been marked as “On Account” under “Addresses and Payment” will now be pushed into Xero (if installed). Customer details will be pushed and individual orders paid as “On Account” will sent. Troly will not synchronise the status in Xero beyond the initial invoice approval.

Packing Slips – Membership Variation Info

On packing slips, we now have membership variation information being printed.

Help Bubbles and Chat Widget

A core mission of Troly is to empower you, through education, to make decisions on how Troly best serves your business. We’ve now completed a revamp of our Help Bubbles meaning you’ll start to see more relevant information on more screens in Troly.

We’ve also heard from you that the chat widget may not appear every time you click it. This should now be resolved for everyone, but we know that not everyone keeps their browser up-to-date. If you’ve any issues opening the “Chat Now” window, update your browser, try again and get in touch if the widget still has issues.