Office Coordinators are now fully supported within Smart Visibility, giving customers clearer visibility into who is supporting their account and improving communication across the platform.

🎯 New OC Filter for Better Clarity

A new “OC” filter is now available across Smart Visibility.

• This allows customers and internal teams to easily filter and view activity associated with the assigned Office Coordinator.
• It provides quick insight into which OC is connected to each client.

💬 Improved Chatter Visibility

When a customer reaches out through Chatter, the assigned Office Coordinator will now automatically be included in the conversation.

• This ensures that OCs receive customer messages in real time
• No additional tagging from the customer is required
• Communication stays aligned and nothing slips through the cracks

Helpful Hint: Don't forget to receive email notifications of new messages! Head over to 'Settings' and toggle Email Notifications 'ON'!

📇 Office Coordinators Shown as Primary Contacts

OC visibility has been expanded across Smart Visibility to help customers know exactly who is supporting them:

• Details Drawer: The OC now appears as one of the client’s primary contacts
• Contacts Drawer: The OC is also listed here for quick reference and easy access

This creates a complete, consistent view of client contacts wherever customers need it.

💡 Why This Matters

These enhancements ensure:

• Clear and consistent display of Office Coordinator assignments
• Smooth communication between customers, OCs, and the Customer Success team
• Accurate representation of the OC role across Smart Visibility’s interface

We’ve made a few important updates to make Smart Visibility faster and more reliable when managing users and viewing alerts.

👤 Fixed: Missing Users in Search

Some newly invited users weren’t showing up in the User Management search on the Settings → Users page if their profile was missing a first or last name. Now, all invited users will appear in search results — even if some details are incomplete — so you can find and manage everyone easily.

🚀 Improved Alerts Drawer Performance

The Alerts Drawer used to load every alert at once, which could slow things down when there were lots of records. We’ve fixed that! The system now loads alerts in smaller batches behind the scenes, so alerts load faster and scrolling feels smoother. This change makes viewing and navigating alerts much quicker — even for accounts with large volumes of data.

These updates make Smart Visibility run faster and help you find what you need without the wait.

We’ve made a few important updates to improve how data displays and behaves across Smart Visibility.

🎨 Status Tag Colors – Now Consistent Across the Platform

Status tags in the List Drawer (accessible when clicking the status bars in your Active Orders or Active Receipts widgets) have received a visual refresh!

• All tags — including Today, Future, Delayed, Completed, Docked, and more — now use the official 'status' colors.
• This ensures your status tags are visually consistent and easier to recognize at a glance.

📅 Sorted from Oldest to Newest – Naturally

When you click on any status bar within the Active Orders or Active Receipts widgets, the List Drawer now displays records in chronological order, from oldest to newest.

• This makes it easier to review the sequence of activity and focus on the most recent updates first.
• The improvement applies to both Order and Receipt List Drawers accessed from the Home View.

🧭 Report Stability Fix – No More “No Data” Errors

We’ve resolved an issue in the Order Trends Report that caused an error when filtering for certain things and switching between Year and Week views.

• Reports now respond correctly when switching between time segments.
• No more freezing, disappearing filters, or “No Data” messages — just smooth reporting.

🆕 New: Operational Widgets on Home View

• Added Active Orders and Active Receipts widgets to the Home View.
• These widgets display a real-time breakdown of today’s activity by status and volume.
• You can click directly into each status to filter your List Drawer or jump to related Trend Reports.
• Data is automatically sourced from live data, keeping your dashboard up to date.

• Accessible to all subscription tiers.

🐛 Chatter Drawer Bug Fix

• Fixed a bug where reopening Chatter from a Bubble Details Drawer (like Orders or Receipts) could display or format weirdly.
• Chatter now consistently opens the correct thread across all modules and views.

🐛 Receipt Trends Tooltip Fix

• Fixed a tooltip issue in the Receipt Trends report where hover values occasionally displayed duplicates or mismatched data points.
• Tooltips now show accurate receipt counts and timestamps for every data point.

Chatter just got more powerful—you can now upload, preview, and share files directly in your chat threads. Whether it’s a packing slip, a BOL, or a shipping label, you can keep everything organized right where the conversation happens.

https://www.youtube.com/watch?v=BJEglNjmnV8

📂 File Upload Made Simple

• Drag & Drop files right into Chatter
• Use the file picker with clear icons for supported file types

📎 Chatter Files Icon

• A files icon appears in the chat when attachments exist
• Click the icon to open the file modal

🖼️ Attachments in Details Drawer

• Displays file name, uploader, and timestamp
• Preview support for images
• Download Capabilities for uploaded documents
• Accessible by all users

👤 Who Can Do What?

• Platform Admins, Client Admins, and Members → can upload and view attachments
• Support and Observers → can view attachments but not upload. Can still view/download from the Details Drawer
• User Admins and Viewers → can’t upload but can still view/download from the Details Drawer

✅ Supported File Types

You can upload the following file formats:

• Documents: .pdf, .docx, .xlsx
• Images: .jpg, .jpeg, .png, .gif, .bmp
• Spreadsheets: .csv, .xls, .xlsx
• Shipping Labels: .pdf, .png, .jpg

❌ Not Supported: executables, compressed archives, audio, or video files.

With Chatter Attachments, everything you need—conversations + files—lives in one place. It’s easier than ever to keep your orders, receipts, and supporting documents all tied together. 🚀

We’ve made it easier than ever to control what you see in Smart Visibility with some big improvements to filtering.

🔍 Global Filter in a New Home

The global filter is now located in the top right corner, right next to the Alerts (bell) icon.

• You’ll find it in Home, Map, List, and Reports views
• The layout is cleaner, and the filter is always easy to reach
• No matter what page you’re on, your filters stay consistent

🏠 Home View Gets Smarter (and Filterable!)

For the first time ever, the Home View now responds to your filters! 🎉

• Summary cards like Orders and Receipts will update based on the filters you apply
• This makes the Home View much more powerful, giving you a quick snapshot tailored to exactly what you want to see
• Supported filters include Client, Warehouse, CSS, CSM, and CRM

✅ Why This Matters

• No more hunting for filters—they’re always in the same spot across every page
• Your Home View is now interactive, giving you a filtered dashboard at a glance
• Keeps your experience clean, consistent, and focused on what matters most to you

Your orders and receipts just got a little extra TLC. 🛒📦 You can now chat with your Customer Relationship Manager (CRM) in Smart Visibility!

Think of it as having your own personal guide for all things orders, receipts, and logistics—ready to answer questions, resolve issues, and make sure your shipments are handled with care.

How to start chatting:

1. Open Chatter in Smart Visibility.
2. Look for your CRM in the tagged list. They are already pre-tagged, so they will see every message you send!
3. Send a message and get the conversation rolling! They will instantly receive it!

Now your CRM is just a click away—because your business deserves VIP treatment from start to finish.

We’ve made several visual and data clarity improvements across Smart Visibility to keep reports easier to read, more accurate, and aligned with our design standards.

Fixed: Summary Card Icons

• In the Orders by Location report, the summary card icons were slightly off‑center and misaligned when text wrapped to multiple lines.
• Icons are now properly sized and vertically centered across all summary cards.

Fixed: Count Tag Overflow in Reports

• The total count tag in Reports sometimes overflowed its container on smaller screens.
• This is now fixed so the count remains properly contained and visually consistent.

Font Updates for a Consistent Look

We’ve continued rolling out the Poppins font across the platform:

• Global Search Bar Placeholder Text
• Client Name Button in the top-right corner
• Waffle Menu (Navigation Grid)
• Contacts Drawer Search (placeholder + user input)
• List View Table Data (row-level data)

These updates ensure a cleaner, unified visual style across all views.

Aligned Loading Spinner with Brand Colors

• The loading spinner has been updated to reflect Smart Visibility’s brand colors, providing a consistent visual identity during loading states.

Updated Average Line & Legend in Trend Reports

We’ve refined the Order Trends and Receipt Trends reports to make trend analysis clearer:

• The average line now shows only the current year’s average, rather than combining data from multiple years.

• Legend labels have been updated for clarity and now match the tooltip labels exactly:

We love it, are you loving it?!

-SV Team

We’ve upgraded the Order Trends and Receipt Trends reports to give you more control over your data and make it easier to understand exactly what you’re viewing.

New: Chart Timeframe Toggle

You can now adjust the level of detail in your trend charts using a new Day / Week / Month / Quarter toggle, available in both trend reports.

• Day View: Zoom in on daily activity
• Week View: Spot weekly patterns
• Month View: Review monthly trends
• Quarter View: Identify seasonal shifts

Switching between views instantly refreshes the chart so you can analyze data at the level that fits your needs.

Improved Tooltips with Dynamic Titles

Tooltips now automatically update their title format to match your selected timeframe:

• Day: 07/15/25
• Week: Week of Jul 01, 25
• Month: Jul 25
• Quarter: Q3 25

This ensures the tooltip always shows the right context for your data and remains clean, readable, and aligned with the chart—no more guessing which period you’re looking at.

Why This Matters

These updates make it much easier to explore and understand your trend data:

• Quickly switch between different time segments for deeper insights
• Tooltips always reflect the correct timeframe for accurate interpretation
• A cleaner, more intuitive experience across both key trend reports

This release brings new tools and clarity to the Order Trends and Receipt Trends reports—giving you more control over how you view your data and when key metrics appear.

📊 New: Chart Timeline Toggle (Day / Week / Month)

You can now switch between Day, Week, and Month views using a new timeline toggle added to the top of both the Order Trends and Receipt Trends reports.

What this lets you do:

• Day View: See fine-grained activity and trends by date
• Week View: Track weekly patterns
• Month View: Identify broader seasonal shifts

This toggle helps you adjust the level of detail in your chart on the fly—making it easier to get the insights you need at the pace you need them.

🧠 Smarter Display: Daily Average Component Logic

To keep things focused and context-aware, the Daily Average summary card now only appears when:

• The Chart Timeline Toggle is set to Day, and
• The Timeframe Selector is set to Month or greater

If either condition isn’t met (e.g., you’re in Week view, or the timeframe is set to Week), the component is hidden automatically. This ensures you only see daily metrics when they’re most meaningful.

✨ Refined Tooltip Design

We’ve improved tooltip clarity for both Order Trends and Receipt Trends reports.

Each tooltip now includes:

• Current Yr Count – Blurple
• Previous Yr Count – Seafoam Gray
• Current Yr Avg – Gray

These enhancements give you deeper control, clearer insights, and a more tailored experience across your trend reports. Stay tuned—more is on the way! 🚀