Agency Handy - Software Release Report
Date: March 5, 2024
Welcome to the latest Agency Handy release! This update brings exciting new features and quality-of-life improvements to enhance your agency management experience.
What's New:
Enhanced Workspace Customization: We've simplified workspace configuration by moving white labeling and customization options under a dedicated "Workspace Config" section. This makes it easier to personalize your Agency Handy experience. Expanded Export Options: You can now export data tables for Clients, Orders, Tasks, Proposals, Tickets, Teams, and Invoices in Excel and CSV formats. This powerful feature allows for convenient data analysis and sharing. Terms & Conditions: Give clients greater clarity by adding a dedicated "Terms & Conditions" section to your intake forms. This allows clients to acknowledge your agency's policies before proceeding. Enhanced Intake Form Support: Provide additional context and instructions to clients directly within each intake form field using the new "Add Support Text" feature. This ensures clear communication and reduces potential confusion. Improved Client Detail View: Easily access recent Orders, Tickets, and Invoices directly from the client details page. Simply click on the corresponding table entries to streamline your workflow. Welcome to the latest Agency Handy release! This update brings exciting new features and quality-of-life improvements to enhance your agency management experience.
What's New:
Multiple Workspaces: Organize your agency with multiple workspaces. Each workspace functions independently, allowing you to manage projects and clients with greater focus and control. Custom Email Setup: Brand your communication! Send emails directly from your agency's branded email address, fostering professionalism and strengthening client trust. Customizable Email Templates: Streamline communication with pre-built email templates for common tasks. These templates (client sign-up, proposals, invoices, etc.) can be customized to perfectly reflect your agency's voice and branding. Increased Attachment Size: Share larger files with ease! The maximum attachment size for tasks and orders has been increased from 5MB to 1GB, allowing you to effortlessly share high-resolution attachments. Release Date: 28-3-2024
We're pumped to unveil the latest Agency Handy update, packed with features to streamline your operations and empower you to deliver exceptional client experiences.
Here's the scoop:
Flexible Payment Options (Manual Banking): We've expanded payment options! Agencies can now provide manual bank transfer instructions for service purchases, offering more flexibility for your clients. Enhanced Intake Forms: Say goodbye to clunky data entry! A new spreadsheet component within intake forms allows you to gather detailed client information efficiently. Streamlined Client Import: Importing clients from CSV files just got easier. We've redesigned the client import process for a smoother experience. Selective Client Invites: Choose when to connect! Agencies now have the option to send or not send a welcome email upon adding a new client, giving you more control over client communication. Release Date: 7-4-2024.
We're thrilled to announce the newest update to Agency Handy, designed to enhance your operational efficiency and elevate your client service capabilities. Here's what's included in this release:
1. Subscription Service:
Now, agencies can set their services as subscription-based, providing clients with the convenience of automatic payments and orders. This feature streamlines recurring transactions, offering both agencies and clients a seamless experience.
2. Multiple Delete:
You can now delete multiple orders, invoices, proposals, team members, and more in one go. This feature simplifies cleanup tasks, saving you valuable time and effort.
3. SMTP Set Up:
Take control of your email communications by adding your SMTP server to Agency Handy. This enhancement allows you to configure your email settings according to your preferences, ensuring reliable and personalized email delivery to your clients.
We're excited about these new features and are confident they will empower you to manage your agency operations more efficiently while delivering exceptional service to your clients. Thank you for choosing Agency Handy for your business needs.
Release Date: 28-4-2024 & 6-5-2024
We're thrilled to announce the newest update to Agency Handy, designed to enhance your operational efficiency and elevate your client service capabilities. Here's what's included in this release:
1. Effortless Order Creation with New Order Forms:
Take all the necessary information using fully customizable order form before purchase. You can give your terms and conditions take clients signatures before creating the order. 2. Enhanced Sales Opportunities with Add-Ons and Upsells:
Maximize your revenue potential with the introduction of add-on and upsell functionalities in our order form. Recommend complementary services within the order form, prompting clients to consider additional value for their projects. 3. Improved Client Recognition with Company Name in Client Add:
Foster stronger client relationships by displaying their company name throughout Agency Handy. This seemingly small detail personalizes the experience and demonstrates your commitment to client recognition. Release Date: 6/3/2024
We're thrilled to introduce new features in Agency Handy designed to enhance your experience. This is the first of many new and exciting features we are introducing:
Comment enhancement: Improved comment functionality for better communication and collaboration. File preview: Now you can preview files directly within the platform, making it easier to review documents and images without downloading. Release Date: 6/5/2024
We're thrilled to introduce new features in Agency Handy designed to enhance your experience. This is the first of many new and exciting features we are introducing:
Invoice Settings: Improved comment functionality for better communication and collaboration. Custom domain setup enhancement: Now you can preview files directly within the platform, making it easier to review documents and images without downloading. Release Date: 13-6-2024
Introduction:
This report details the latest release of our software. This release includes a new language support and Enhances our File Management System.
Features:
This release introduces a comprehensive system for managing attachments related to Orders, Tasks, and Tickets, designed to enhance organization and efficiency in handling documents.
Key Features:
Structured Folder System: Order Folders: Each Order will have its own dedicated folder, named after the Order ID, ensuring that all related attachments are stored in one place. Task Subfolders: Within each Order folder, there will be a separate subfolder for Task attachments, maintaining clear segregation of documents. Ticket Attachments: A dedicated folder for Ticket attachments is provided to keep them distinct and easily accessible. Custom Folder Management: User-Created Folders: Users can create custom folders outside the default structure (All Orders, All Tickets, Tasks) to suit their organizational needs. Nested Folders: Users have the flexibility to create nested folders within any folder, allowing for a more granular organization of documents. Renaming Folders: Custom folders can be renamed at any time, giving users the ability to update folder names as their needs change. Adding Attachments: Users can add attachments to Orders, Tasks, and Tickets directly from any folder, making it easy to associate relevant documents with their respective entities. Downloading Folders: Entire folders, including all their contents and subfolders, can be downloaded, facilitating offline access and backups. These features collectively provide a robust framework for managing attachments, enhancing both organization and accessibility. Users can now enjoy a more streamlined workflow with the ability to efficiently handle and organize their documents.
2.Japanese Language Support This release introduces support for the Japanese language, significantly enhancing the user experience for Japanese-speaking users.
Product release note for 1.5.91, 1.5.92, 1.5.10 We are thrilled to announce the latest updates and features designed to enhance your experience with Agency Handy. Here's what's new: Comment Enhancement: Improved comment functionality for better communication and collaboration. File Preview: Now you can preview files directly within the platform, making it easier to review documents and images without downloading. Invoice Settings: Through invoice settings, agencies can choose an invoice template, upload a logo for the invoice, edit the title, add a default note, change the color of the invoice, hide fields, and add signatures. Custom Domain Setup Enhancement: Custom domain setup has been enhanced to make the process much smoother. File Folder System: A comprehensive system for managing attachments related to Orders, Tasks, and Tickets. Key features include: Structured Folder System: Dedicated folders for Orders, Task subfolders, and Ticket attachments. Custom Folder Management: Create custom and nested folders, rename folders as needed. Attachment Operations: Easily add, manage, and download attachments and entire folders. Japanese Language Support: This release introduces support for the Japanese language, significantly enhancing the user experience for Japanese-speaking users. We are excited about these enhancements and believe they will greatly improve your workflow and user experience
Release Date: 10-7-2024
We're thrilled to introduce new features in Agency Handy designed to enhance your experience.
We have finally added PayPal as a payment method. With this you can
Clients can now pay for one-time services using PayPal, providing a seamless and secure payment experience. Subscription Payments:
Clients can pay for subscription services using PayPal, ensuring automatic billing in each billing cycle (monthly, yearly, etc.). Automatic Billing:
The system will automatically handle subscription payments through PayPal, reducing manual intervention and ensuring timely payments. Invoice Payment Links:
Invoices now include a PayPal payment link, making it easier for clients to complete their payments directly from the invoice. Currency Support:
Multiple currencies are supported as offered by PayPal, catering to a global user base. Webhooks allows our users to associate endpoints with various events that occur within your workspace. You can send data from Agency Handy to your desired endpoints. We're excited to introduce Webhooks in Agency Handy! A webhook is a lightweight, user-defined HTTP callback that enables web applications to communicate with each other in real time. When a specific event occurs in one application, it triggers a webhook that sends an HTTP request to a pre-configured URL of another application. This allows the receiving application to respond immediately to the event without the need for continuous polling. Subscription Logic enhancement We have enhanced our subscription logic to better reflect our clients’ needs. A new option to add billing cycle while manually creating invoice. Also, we have made many small enhancements in our applications performance.
Release Date: 05-09-2024
We're excited to announce our latest update featuring Multipackage Support! This release brings enhanced flexibility for service creation and a smoother purchase flow.
Key Updates:
Service Creation: New steps added for clearer navigation, allowing up to 3 packages per service and multiple images. Packages: Each package can include up to 15 offerings, with a maximum of 3 packages per service. Purchase Flow: Steps shown in purchase flow and If upsell services are selected, relevant intake forms will now be shown during checkout. Proposals: You can now add package options directly to client proposals. We believe these updates will greatly improve your workflow and client offerings!
Best regards,
The Agency Handy Team
Release Date: 20-09-2024
We're excited to announce our latest update in Agency Handy!
Key Updates:
Trial Option for Packages: Trial options are now live for packages. These will create an order with a trial tag and a $0 invoice. Default Tasks in Service: You can now add default tasks in services. These tasks will be automatically created when a new order is placed. Storage Information: Storage information is now available in Setting>Subscription>Package Name Best regards,
The Agency Handy Team
We're excited to announce our latest update in Agency Handy!
Key Updates:
Wise Support in Manual Subscription Invoices:
You can now add Wise payment links directly in your manual invoices for streamlined payment options. Add-On Support in Manual Orders:
Introducing add-on support when creating manual orders, providing more flexibility in managing services. Manual Order Support for Unpublished Services:
Even if a service is unpublished, you can now create manual orders using it. Client Task Creation:
Clients can now create tasks within an order, improving collaboration and task management. Best regards,
The Agency Handy Team
We're excited to announce our latest update in Agency Handy!
Key Updates:
Introducing setup fee for subscription-based services allowing users more flexibility in subscription-based pricing Best regards,
The Agency Handy Team
We're excited to announce our latest update in Agency Handy!
Key Updates:
Service Grouping
Service Grouping now enables users to organize services more effectively. Hide Service Groups: Grouped services can be hidden from specific client groups or the catalog, offering more control over service visibility. Customizable Payment Methods: Users can now customize which payment methods to show for each service group, enhancing flexibility in client payment options. Client Grouping
Client Grouping allows users to segment clients into groups for more streamlined management and targeted service offerings. we also have new view of the catalog if you have grouped services and many more.
Best regards,
The Agency Handy Team
The new coupon system in Agency Handy provides advanced discounting options inspired by Stripe, offering flexibility and precision for promotions. Customers can redeem multiple coupons at checkout, allowing for stackable savings.
Key Features:
Coupon Creation & Management: Admins can create coupons with options for percentage or fixed-amount discounts, minimum order requirements, and targeted services. Expiration & Limits: Set expiration dates, define usage limits (e.g., one-time, new customer only), and enable recurring discounts. Multiple Coupon Redemption: Customers can apply multiple valid coupons at checkout for combined discounts for each service. This release enables more customized discounts and smoother management, improving engagement and customer retention.
Invoice Templates: Introducing two new customizable invoice templates to enhance personalization and streamline client invoicing. Bug Fixes: Resolved critical issues related to the Stripe field for coupons, ensuring seamless and error-free coupon management. This update focuses on improving invoice flexibility and operational stability, empowering agencies to deliver a better client experience and boosting user engagement.
Product Release Note: Version 1.7.8 Release Date: 30-11-2024
Key Highlights:
Email Template Categories Invoice Reminders: Seven templates, including overdue and partial payment reminders. Subscription Reminders: Five templates for renewal and missed payment notifications. Automate reminders with customizable sequence options based on due dates. Customization Flexibility Edit templates at global, service, or individual subscription levels. Select templates manually during invoice creation for personalized communication. Enhance payment and subscription management with improved notifications and client engagement.
Best regards,
The Agency Handy Team
Release Date: 13-12-2024
We’re excited to announce the latest update to Agency Handy, bringing enhanced features for a more streamlined user experience and better collaboration.
You can now collaborate seamlessly on task attachments (images, audio, video, and PDFs) with advanced feedback features: Leave comments directly on files. Annotate and review files for targeted feedback. Resolve or revisit comments and feedback. Add precise, time-stamped comments for video and audio files. Manage multiple file versions efficiently. Access clear version histories with feedback tracking for each iteration. Newly added elements in forms are auto-highlighted and scrolled for better usability. Simplified navigation and editing for a more intuitive form experience. These updates are designed to improve collaboration, streamline usability, and increase efficiency for everyone on the platform.
Release Date: 19/12/2024
We’re excited to announce new features and improvements in Agency Handy designed to enhance collaboration, streamline workflows, and improve platform usability.
Key Highlights
Lead Management
Track leads visually across stages: New → Contacted → Qualified → Working → Proposal Sent → Negotiation → Client. Drag-and-drop for seamless progression and prioritization. New fields: Source, Lead Value, Assigned Agent, Website, and Last Interaction Date. Editable email and phone fields directly from the board. "Convert to Client" Button: Transition leads to clients effortlessly with data preservation. Automatically moves converted clients to the Client tab. Filter by Assigned Agent, Source, Lead Value, and Last Interaction Date. Use partial search and grouping options like by agent or stage. API Token Management
Dedicated API Keys Section: Generate secure JWT tokens valid for 100 years with customizable names. Token Tracking & Deletion: Manage tokens via a detailed table with name, value, and creation date. Deleted tokens are blacklisted immediately, ensuring security. Bug Fixes
Resolved multi-label issues for clients. Fixed attachment uploads in closed tickets. Improved ticket table with added subject columns and sorting. Addressed closed ticket status update issues. Enhanced hovering animations in order details and dashboard text formatting. Updated empty states in teams. Fixed workspace deletion redirection issues and more. All the floating buttons position fixed. These enhancements reflect our commitment to providing an efficient, secure, and user-friendly experience for agencies.
We’re excited to announce new features and improvements in Agency Handy designed to enhance collaboration, streamline workflows, and improve platform usability. Key Highlights
Portfolio Management
Portfolio Creation & Management Create detailed portfolios with: Project Name, Description, Categories, and External Links. Multiple file uploads with the first image auto-set as the cover. Categories: Reusable tags to group portfolios for easy organization. "View Live Project" Links: Showcase live demos via external links. Service Integration
Link portfolios to services during creation or editing. The attached portfolios appear as cards on the service details page for quick access. Portfolio Details Page
Comprehensive view of portfolio details: name, description, files, categories, and external links. Bug Fixes and Feature Enhancement
disabling client subscription cancel. task modal reloading after each update fixed No email after SMTP set up issue fixed. Lead Management Kanban board stabilized Email sent to client after password change by agency. Subscription reminder enhancement in service creation Client grouping enhancement in client config Team member role change issue fixed Client order issue fix update. We’re excited to announce new features and improvements in Agency Handy designed to enhance collaboration, streamline workflows, and improve platform usability. Key Highlights
User Review System:
For Clients:
Clients can now leave reviews for services they’ve purchased and completed. Subscription-based service reviews are allowed after at least one cycle is completed. Agencies can request reviews manually, with the option to include a personalized thank-you message. 5-star rating system with an optional detailed feedback field (up to 500 characters). Visible service name and order ID for reference. Review Management:
For Agencies (Super Admin/Admin): View all reviews with detailed feedback and ratings. Moderate reviews by approving or deleting inappropriate submissions. Receive notifications for new reviews. View reviews on service pages with filters for ratings (e.g., 5-star, 4-star). Access detailed reviews for informed decision-making. Review Display:
Average ratings are prominently displayed. Breakdown of ratings by stars. The latest 3–5 reviews are shown, with options to explore more. Bug Fixes and Feature Enhancement
While creating invoice when you select a client the address in automatically filled If the custom domain is disconnected shared url update to subdomain Service wise ticket filter option Including workspace name while exporting file Country names in list updated We’re excited to announce new features and improvements in Agency Handy designed to enhance collaboration, streamline workflows, and improve platform usability. Key Highlights
Lead Management Enhancements:
File Preview in attachment Webhook support for Lead Create, Update, Delete Sent Email option to lead from modal
Bug Fixes and Feature Enhancement
service wise ticket filter Version: Release/v1.8.4.1 Release Date: 30-1-2025
We’re excited to announce new features and improvements in Agency Handy designed to enhance collaboration, streamline workflows, and improve platform usability.
Introduction:
This report details the latest release of our software. This release include some en
Download option in API Token Sign up option for client Company Trial extend for 7 days Improved import export flow in client and lead Fixed Translation issue in browser tab of Forgot Password File feedback URL is shareable now If child workspace is deleted, now it is redirecting to parent workspace If parent workspace is deleted, now it is redirecting to signup page We have added a warning in delete workspace Email of Team member invitation email is redesigned Text changed to Create new order without task from keep order as it is in Service create A sent email button is introduced in the modal of lead management Version: Release/v1.8.4.2 We’re excited to announce new features and improvements in Agency Handy designed to enhance collaboration, streamline workflows, and improve platform usability.
Enhancements & Bug Fixes
Client Review Indicator added in the task modal for better visibility. Edit/Delete options added to the Board View of Tasks for easier task management. Filter and Sort state now saves based on user preferences in Orders and Tasks for a more personalized workflow. Price Formatting Improvement – A separator is now added in all price fields for better readability. Agencies can now move task statuses from Done to In Review, Progress, and Pending, providing more flexibility in task workflows. Year in signup emails now updates dynamically instead of being static. "View Task" button in ticket emails has been renamed to "View Ticket" for better clarity. Client Invitation Email Subject has been rewritten for better readability. Unwanted sticky notes were appearing during client signup and have now been removed. Clients can directly sign up on the agency portal. Release Date: 12-2-2025
Introduction:
This report details the latest release of our software. This release include Public Form
Form Creation:
Super admin/Admin can now create public form using our form builder Form Sharing:
Super admin/Admin, can share public forms via email, links, or iframe embeds to maximize accessibility. Response View Edit Delete:
Superadmin/Admin can view, edit, delete and analyze form responses efficiently in a scrollable modal. Version: Release/v1.8.5.1 Release Date: 19-2-2025
Introduction:
This report details the latest release of our software. This release includes some quality-of-life improvements and bug fixes
Agency can delete task with Done Status now Disabling proposal send option from client end When trial ends disable catalog access from clients Webhook page has a refresh button now client no longer getting extend trial pop up. Confirmation message becomes more user friendly if client is paying through paypal from pay now button of invoice Order and Invoice update confirmation message is changed Upon pressing on "Enter" button after providing OTP in Forget Password, redirection issue fix Translation issue is fixed now in API Key Re invite deleted client failed to login issue fixed Forgot password is now working for unverified user Sort by Task ID and Ticket ID is working as expected now Translation and validation issue is solved in workspace name field of sign-up Text of “Don’t have an account? Sign-up” is changed to “Don’t have an client account? Sign-up” Confirmation text of Lead Delete is corrected Unwanted scrollbar of Edit Lead is removed Shareable link and shareable iframe from custom domain in public form issue fixed Version: Release/v1.8.5.2 Release Date: 26-02-2025
Introduction
This release includes multiple enhancements and bug fixes to improve the overall user experience, functionality, and system stability. Key updates include enhanced client management features, improved public form capabilities, and critical bug fixes.
Enhancements (5)
Agencies can now edit client profiles directly, enabling better client management and data accuracy. Profile Picture on Client Creation Agencies can add a profile picture while creating a new client, ensuring a complete and personalized client profile. Files Section Access for Clients Clients are now allowed to access the Files section, enabling them to view and manage files shared by the agency. Export Option in Public Form Public forms now have an export option, allowing agencies to easily export form responses for better reporting and analysis. Direct Link in Public Form Email Email notifications for shared public forms now include a direct link to the form, improving accessibility and user experience. First Name and Last Name Character Limit Update The minimum character limit for First Name and Last Name fields has been set to at least 1 character across all modules. Bug Fixes (17)
Fixed an issue where orders were not showing in the order page or in subscriptions after a client purchased a service. Undefined Billing Address Resolved an issue where the billing address was displayed as 'undefined' if no address was set for the client. The Forms section is now hidden for clients, ensuring data confidentiality and relevance. Fixed a bug that prevented agencies from updating client passwords. Mentioning Client in Task Resolved an issue where mentioning a client in a task with a Pending status caused the system to become unresponsive. Intercom Visibility in iFrame Agency owners can now control the visibility of Intercom within their iframes for a more tailored client experience. PayPal Payment Issue in Catalog Fixed an issue where paying for a one-time service via PayPal showed $0 in the confirmation email. Client Deactivation & Session Termination Addressed an issue where client deactivation was not persisting, and sessions were not terminated. Custom Domain in iFrame Code Fixed an issue to ensure the custom domain consistently appears in the iframe code when copied. Corrected an issue where the "Copy Link" for public forms showed the subdomain instead of the custom domain. Fixed an issue where the login button on the public sign-up page under a subdomain did not redirect to the sign-in page. Whitelabel for Forgot Password Applied whitelabeling for every user except the company creator on the forgot password page. Fixed the issue where resetting configuration did not update the color in the appearance section. Client Profile Picture Ratio Corrected the profile picture ratio mismatch between agency end and client end for consistent display. Spreadsheet Field Horizontal Scroll Added horizontal scrolling to the spreadsheet field when users extend the row size for improved usability. Updated public forms to allow all fields to be used multiple times without validation issues. Updated the error message to correctly display 'Field name is required' instead of 'field name field is required'. What’s New?
Enhancements
Agencies can now edit client profiles directly, ensuring better client management and data accuracy. Profile Picture on Client Creation Add a profile picture while creating a new client, making the onboarding process more personalized. Files Section Access for Clients Clients can now access the Files section, allowing seamless sharing and management of documents. Bug Fixes
Resolved an issue where orders were not showing on the order page or in subscriptions after client purchases. Undefined Billing Address Fixed the issue of billing addresses displaying as 'undefined' when no address was set for the client. Fixed a bug that prevented agencies from updating client passwords efficiently. Mentioning Client in Task Addressed an issue where mentioning a client in a task with a Pending status led to an unresponsive state. PayPal Payment Issue in Catalog Fixed a problem where one-time service payments via PayPal showed $0 in the confirmation email and many more We’re Here to Help!
If you have any questions or feedback, feel free to reach out to us at .
Version: Release/ v 1.8.5.3 Introduction:
This report details the latest release of our software. This release include some Enhancement and Bug Fixes.
Rectangular logo should be first priority everywhere Order ID Not Editable from Ticket Details If super admin mention someone in comment, sent email Download Proposal is not working Non-English Characters Are Not Displayed When Creating a Client or Lead Signup Page Image Disappears on Editing Heading and Subtext Street Address Not Displaying in Invoice Rich Text Editor Not Functioning in Note Section of Invoice Rich Text Editor Not Functioning in "Request a Task" from Client Login Rich Text Editor Not Functioning in Order Brief Section of Proposal Rich Text Editor Not Functioning in Description Section of Add-Ons Rich Text Editor Not Functioning in Notes Section of Manual Order Creation Rich Text Editor Not Working in Manual Bank Setup Link is not opening in rich text editor Failed to increase quantity from client logged in and Catalog if there is no form After selecting payment method, user/client shouldn't be able to apply coupon & change quantity in onetime service Fixed issues of service update while updating subscription reminder Team member name is now saving in all language Client name and Lead Name is now supporting other language Rename additional info of client address as Street Address Service Quantity Not Updating When Increased anywhere except previous page of payment Unable to Change Service Quantity When Only Two Pages Are Available Custom Image Not Displayed in Client Sign-Up /month, day is not showing in service details in subscription service Unable to Edit or Update Reminder Email Templates Due to Validation Error Email Notification Displays Placeholder Instead of Service Name Agency Handy Release Notes - v1.8.5.3
Release Date: march 5, 2025
Hello,
We're excited to introduce the latest updates in Agency Handy v1.8.5.3. This release includes enhancements for better branding support and multiple bug fixes to improve platform stability and user experience.
Key Updates in This Release
Rectangular Logo Priority – Ensures a rectangular logo is displayed first everywhere for consistent branding. Order ID Now Editable in Tickets – Users can now edit the Order ID directly from the ticket details page for better tracking. Improved Multi-Language Support – Team member names, client names, and lead names now support all languages correctly. Fix for Rich Text Editor Issues – Resolved formatting problems in multiple sections, including invoices, proposals, add-ons, and task requests. Better Payment Experience in Catalog – Clients can no longer apply coupons or change service quantity after selecting a payment method for one-time services. Signup Page Image Fix – Fixed an issue where the signup page image disappeared when editing the heading or subtext. Additional Bug Fixes
Email notifications now display actual service names instead of placeholders. Non-English characters are now correctly displayed when creating clients or leads. Street address now properly appears in invoices. Downloading proposals now works as expected. Fixed link opening issue in the rich text editor. Custom images now correctly appear on the client sign-up page. Subscription service details now correctly display "/month" or "/day." Users can now edit and update reminder email templates without validation errors. We’re committed to providing you with a seamless experience. Thank you for your feedback! If you have any questions, reach out to our support team.
Best,
The Agency Handy Team
Version: Release/ v 1.8.6 Release Date: 10-03-2025
Feature Updates:
Introduced support for setting a default workspace language, impacting email, notifications, catalog, sign-in, and sign-up pages. Added an option to change the catalog language for a more localized user experience. 100% Coupon stripe payments Added the functionality to apply 100% discount coupons to services and products for specific promotions for stripe payments Enhancements:
Delete Option for Subscriptions in Subscription Table Added the ability for Superadmins and Admins to delete subscriptions directly from the subscription table for better management. Kuwaiti Dinar (KWD) has been integrated as a supported currency for transactions. Bug Fixes:
Email Notification Displays Placeholder Instead of Service Name Fixed an issue where email notifications were showing a placeholder instead of the actual service name. Subscription Fee Column Missing Data in Subscription Table Resolved a bug where the subscription fee column was missing data in the subscription table. Upgrade Subscription Button Disabled, Preventing Subscription Upgrade Fixed an issue where the "Upgrade Subscription" button was disabled, preventing users from upgrading their subscription. Inactive Subscriptions Visible to Clients Corrected a bug where inactive subscriptions were still visible to clients. Billing Cycle Information Missing in Package of Order and Proposal Creation Fixed an issue where billing cycle information was not being displayed during order and proposal creation. Major Breaking Bugs of Email Template Fixed several critical issues with email templates that were causing major failures in communication and email formatting. Version: Release/v1.8.6.1 Release Date: March 17, 2025 Invoice Prefix Customization Users can now modify the invoice number formatting to align with their preferences. Changing the prefix will reset the invoice numbering sequence. Adjusting the format will maintain the current invoice counter. Enhancements:
Increased Packages per Service The maximum number of packages per service has been increased from 3 to 5, accompanied by an updated user interface for better management. eSignature Component in Intake Forms The eSignature component is now available in intake forms for NDA agreements, enhancing compliance capabilities. Filter State Preservation Implemented state-saving for filter and sort options on client and invoice pages, ensuring a consistent user experience. Email Template Workflow Enhancement Users are now redirected to the email template list after saving a template, streamlining the workflow. The currency field is now editable in orders, proposals, and invoices, allowing for accurate financial documentation. Bug Fixes:
Resolved an issue where the client's address appeared as 'undefined' on invoices. Added a street field to the address component of public forms to capture complete address details. Email notifications are now white-labeled to agencies when a client creates a ticket, account, or submits a public form. Made the duration field optional for one-time services to provide flexibility in service setup. Fixed an issue where changes to email templates were not displaying after a page reload. Default template text is now removed after user updates to prevent confusion. Addressed an issue where editing the task review email template caused emails to be sent without white labeling. Agencies now receive email notifications when a client creates a ticket, account, or submits a public form, improving communication. Fixed a page crash issue when filtering by service name on the invoice page. Renamed the button to 'View Ticket' for clarity. Ensured that agencies and super admins receive emails after a client purchases a trial service to keep all parties informed. Assignees are now permitted to post comments in tickets and tasks within the client section, enhancing collaboration. Disabled the delete button for one-time services with active orders or subscriptions to prevent accidental deletions. Added an asterisk (*) to indicate the required description field, ensuring users provide necessary information. Fixed an issue where the square logo was not displaying on the service details page in both catalog and client logged-in views. Centered the logo in the catalog for a more polished appearance. Corrected the display of the 'Manager' role, which was previously shown as 'PM' in the role permission table. Adjusted permissions so that managers do not have the ability to delete other team members, aligning with role definitions. Removed the coupon tab visibility for managers to prevent unintended redirections. Fixed an issue where customers were receiving incomplete emails with names displayed as slugs. Corrected the spelling from 'Signing' to 'Sign In' in client invitation emails for clarity. Ensured that emails send data to clients after completing purchases via manual bank methods. Release: v1.8.6.1
Date: March 17, 2025
Invoice Prefix Customization: Customize invoice numbering with new prefix and format settings. Enhancements
Increase max packages per service from 3 to 5 eSignature support in intake forms Editable currency in orders, proposals & invoices Improved filter state saving on client & invoice pages Redirect to templates list after saving email templates Fixes
Client address now shows correctly on invoices White-labeled notifications for client activity Duration now optional for one-time services Email template issues resolved Trial purchase email delivery fixed Permissions, UI, and logo display tweaks and many more... Version: Release/v1.8.7 Release Date: March 25, 2025
Introduction:
We are excited to introduce the latest updates in version 1.8.7, featuring the addition of Embedded Apps, several enhancements, and important bug fixes to improve your experience.
Users can now integrate external applications from a predefined list, enhancing the platform's versatility. Additionally, users have the flexibility to add custom external applications tailored to their specific needs. Enhancements:
Easily create copies of existing services, streamlining the setup process for similar offerings. Filter by Price in Orders Introducing a "Filter by Price" option in the order section, allowing for more efficient navigation and selection. Detailed Duration for One-Time Services Users can now specify hours in the duration field for one-time services, providing greater scheduling precision. Default Country in Invoices Set a default country for invoices to expedite the billing process and reduce manual input. Notes Addition During Lead Conversion When converting leads to clients, there's now an option to add notes, ensuring important information is retained. Multiple File Uploads in Order Attachments Support for multiple file uploads in the order sidebar's attachment section enhances document management. Expanded File Format Support Additional file formats (DWG, SKP, DXF) are now supported for uploads, catering to a broader range of user needs. Service Name Display with Order ID in Invoices While selecting an order ID in invoices, the associated service name will now be displayed for clarity. Implementing limits on the number of leads per package to maintain service quality and manage expectations. Link Previews in Descriptions and Comments Links included in descriptions and comment boxes will now display previews, enhancing user engagement and context. Terms and Conditions Visibility Resolved an issue where the text of terms and conditions was not displaying in view mode. Assignee Role Permission Update Assignees can no longer view client comments in tasks, add other assignees, or change priority settings, aligning with role-based access controls. Invoice Draft and Send Options Users now have the choice to save invoices as drafts or send them directly to clients, providing greater control over the billing process. Invoice “Pay Now” button color change “Pay Now” button shown to client in invoice is set to workspace primary color. Disable client file upload in file feedback Clients can no longer upload a new version of a file in file feedback section Release v1.8.7 – March 25, 2025
We’ve rolled out new features and key enhancements to make your workspace more powerful and flexible.
New Feature
Embedded Apps: Add external or custom apps directly to your workspace. Enhancements
Service Duplication: Quickly copy existing services. Order Filtering: Filter orders by price for faster navigation. View service name with order ID Option to save as draft or send directly Pay Now button now uses your brand color File Upload Enhancements: Upload multiple files consistency Support for DWG, SKP, DXF formats Disable client uploads in file feedback Add notes while converting leads Link previews in descriptions and comments Role Permission Update: Assignees have restricted access to client comments and task controls. Features
Workspace Language Support
Set a default language for emails, catalog, sign-in/up pages, and notifications. Catalog Language Selection
Customize catalog language for localized experiences. Embedded Apps
Integrate external or custom applications directly into the workspace. Enhancements
100% Discount Coupons for Stripe Payments
Apply full discounts to services/products through Stripe. eSignature in Intake Forms
Add digital signature blocks to NDA and public intake forms. Invoice Prefix Customization
Modify invoice number formatting with custom prefix and format. Multiple File Uploads in Orders
Upload multiple documents to order attachments. Expanded File Format Support
Support for DWG, SKP, and DXF formats. Detailed Duration in One-Time Services
Specify service durations in hours for scheduling accuracy. Add Notes During Lead Conversion
Retain key information when converting leads into clients. Invoice Draft and Send Options
Choose to save invoices as draft or send directly to clients. Rectangular Logo Priority
Ensures rectangular logos are prioritized across all views. Order ID Editable in Ticket Details
Edit the Order ID directly within the ticket interface. Improved Multi-Language Support
Full support for non-English characters in names (clients, leads, team members). Rich Text Editor Stability
Fixed issues across proposals, invoices, task requests, and more. Restricted Coupon/Quantity Changes
Prevents changes after selecting a payment method for one-time services. Signup Page Image Fix
Prevents image disappearance during content edits. Public Street Address in Invoices
Ensures the street address displays properly in invoice views. Correct Display of Subscription Units
Shows "/month" or "/day" where applicable. Delete Subscriptions from Table
Admins and Superadmins can remove subscriptions directly. Kuwaiti Dinar Currency Support
KWD added as a supported currency for billing. Max Packages per Service Increased to 5
Previously limited to 3; UI also improved for better package management. Editable Currency Fields
Currency is now editable in orders, proposals, and invoices. Filter & Sort State Preservation
Remembers filter and sort options on client and invoice pages. Streamlined Email Template Editing
Redirects users to template list after saving for a smoother workflow. Default Country in Invoices
Helps reduce manual billing input. Service Name Displayed with Order ID in Invoices
Enhances clarity when selecting orders in invoice creation. Lead Limits on Packages
Restrict the number of leads per package to maintain quality. Link Previews in Descriptions & Comments
Automatically displays preview cards for pasted URLs. "Pay Now" Button Uses Brand Color
Client-facing invoice button aligns with workspace primary color. Disable Client Upload in File Feedback
Prevent clients from uploading new file versions during review. Role-Based Permission & UI Updates Assignees restricted from viewing client comments or modifying task settings Managers restricted from deleting users or accessing coupon tabs Clear distinction between Manager and PM roles in permissions Duplicate Services
Create copies of existing services quickly and easily. Order Price Filter
Filter orders by price for faster navigation. Version: Release/ 1.8.7.1 Release Date: April 18, 2025
Introduction:
We are excited to introduce the latest updates in version 1.8.7.1, featuring the addition of Enhanced Tax Support
Users can now add tax rates and tax types. Users can now set tax rates based on their home country, their client's country even states based. Ability to make the tax either inclusive or exclusive Omani Rial (OMR): Added support for Omani Rial as a currency Decimal support in Service Pricing: For Service price you can add decimal point for supported currencies Version: Release/ 1.8.7.2 Release Date: April 24 2025
Introduction:
We are excited to introduce the latest updates in version 1.8.7.2.
Enhancements and bug fixes: Payment Confirmation Email Template:
Added a dedicated template for payment confirmation emails. Manual Invoice Tax Rates:
Fixed the issue where tax fields were not auto-filled in manual invoices. Proposal Budget Issues:
Resolved calculation errors in proposal pricing. Iframe for Services & Groups:
You can now share iframes for individual services or grouped services. Additional Client Profile Fields:
Added support for phone number and website URL in client profiles. Filter & Sort State Save:
User preferences for filter and sort are now saved in forms, subscriptions, and invoices. Language Issue Fix:
Resolved issue where Danish characters were being incorrectly converted to English. Public Signup Page Reload Bug:
Fixed unexpected reload behavior on the public signup page.
AgencyHandy
Product Release Note