Click on customer name to copy email from 'Recent Activities'

  • You can now copy email addresses of your customers from Recent Activities under 'Home dashboard' by clicking on their name.

Improved charts on Subscriptions dashboard

  • Better charts for subscription widgets.
  • FIXED: Tooltip not showing for some data points.
  • NEW: Added y-axis labels

Treat 'Pending Settlement' as completed for Braintree

  • Option to mark Pending Settlement transactions as completed for Braintree.
  • Go to Settings -> Data sources -> Click on a Braintree account that you already linked to Putler.
  • Select Set as completed from Pending Settlement to mark the transaction as completed.
  • By default, it's marked as pending.

Include or exclude Personal payments for PayPal in sales.

  • Option to include/exclude Personal payments / Settlement Withdrawal for PayPal in sales.
  • Go to Settings -> Data sources -> Click on a PayPal account that you already linked to Putler.
  • Select Exclude from sales from Personal payments / Settlement Withdrawal to exclude these payments in Sales KPI's or Sales list.
  • By default, it's always included in sales.

Click on tag to search

  • Click on a tag to search in the current dashboard

Tagging

  • You can now tag a particular sale, transaction, customer, or product.
  • To search for a particular tag, prepend '#' to the tag-name.
    • Eg: #favourites
  • NOTE: To search for previously added notes, prepend '~'

Reference Transaction ID in sale and transaction details

  • If a transaction has an associated child or parent transaction, the Reference Transaction ID field will show the associated transaction ID.

Subscription KPIs in Subscriptions dashboard

  • We have moved the subscription KPIs from Home dashboard to Subscription dashboard.

Copy email address from Sales and Transactions dashboard

  • Under sale/transaction details block, you will find a new copy icon - it's to the right of the email address. Click on the icon to copy the email address.
  • BTW, clicking on the envelope icon to the left of the email address opens up the email client (to send email to your client).

New desktop app for Windows

No published changelogs yet.

Surely Putler will start publishing changelogs very soon.

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