Jan 22nd, 2018 Release

3 min read

Welcome to another set of improvements on the OfficeR&D side. Here are the highlights of this release.

Track the top 3 metrics of your space with OfficeR&D:

  • Active Users – users on active recurring memberships.
  • Capacity – the number of desks added to the floor plan.
  • Portal Users – users invited to the members portal.

Add Custom Templates and Custom Properties

You can now define your own custom templates for contract and invoice documents. You will find a new Add Template button available under Settings/Templates for the invoices and the contracts. What is more, we’ve created a Custom Properties section under Settings, where you can create multiple types of custom properties (including the long-anticipated Date property type) and apply them to contracts, invoices or resources.

See what else we’re enabling:

IMPROVEMENTS

  • Every change of a contract status triggers an email to your team with details about the changed contract.
  • Define the category of each plan by editing its Portal settings and OfficeR&D will group and organize the Shop view in tabs on the Members Portal.
  • Define the category of each benefit and OfficeR&D will group and organize the benefits in tabs on the Members Portal.
  • Members requesting a meeting booking will now receive two emails – one confirming their request is submitted and one letting them know your team approved the request. Look for the Booking Requested templates under Settings/Templates/Emails if you’d like to customize the default wording. There is more to that – your team will also receive an email notification with details around the requested booking so they can respond in time.
  • Members can now RSVP to events directly from the Dashboard on the Members Portal. 
  • You can filter by a period on the Dashboard/Community page on the admin side of OfficeR&D.

FIXES

You reported these issues and we fixed them:

  • Enable setting the billing person role from the Add Member and Edit Member dialogs.
  • Booking for 4th of December for a company shows an incorrect message stating that the booking will be accounted on a past date – e.g. 1st of December.
  • Update contracts and re-generated the pdf does not take into account the latest changes on the contract.
  • OfficeR&D allows you to create a contract that starts before the company start date – which leads to membership created without a start date.
  • When assigning a Private office desk from the floorplan, the resource is not selected and is not in the list.
  • The receptionist role cannot add One-off fees.
  • The labels overlap on the Billing chart for unpaid invoices.
  • The Public Checkout Page From and To dates do not respect Business hours setting.
  • Improve the Manual Bill-run period options.
  • When editing a membership, sometimes the system notifies you that you need to manually invoice the membership that is already invoiced.
  • When no Contract Approvers are set, Center Manager can see the Approve button.
  • On the Public Checkout Page, after changing the quantity of the requested resource, the system shows you resources that are not publicly available.