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Release Notes - End of July 2024

Stay up to date with what's recently been released in July.
Programa
Programa
Updated: 05 August 2024

31 July 2024

 

Programa for Designers

  • Continued work on Invoicing refresh
  • Enhanced security feature implementation - OTP (one time password, using email) is now required after 2 simultaneous logins.
  • Coming Soon - New Studio view for Project Management - providing a complete view of all your Tasks, timelines, phases and deadlines for all your projects across your studio.
  • Fix for PDF Export of selected products in Schedules and the financial totals not totalling correctly. Thanks to Courtney from Studio Smiths and Katie from Spatial Studio for picking up on this!
  • Fix for issue where selecting QuickBooks tax rates with no tax values while creating an invoice caused an error.
  • More graceful error handling for when an error occurs when trying to save an invoice with invalid tax Inclusive line item amounts.

 

Programa for Brands

  • Visual improvements to in platform Brands Plans page
  • CSV import fixes and better support for variant images

30 July 2024

 

Programa for Designers

  • Tweaks and updates to Timelines in Project Management
  • NEW ability to change Project and Phases dates by dragging in Timeline view (coming soon)
  • Fix for QuickBooks Settings page which was failing if no QuickBooks rates were set.

29 July 2024

 

Programa for Designers

  • Ability to see last QuickBooks Tax resync date stamp

 

Programa for Brands

  • Clearer copy when signing up to Programa (either as a Brand or Designer)
  • Work on Similar Products
  • Continued work on Collections in Trade portal

26 July 2024

 

Programa for Designers

  • NEW - Ability to sync QuickBooks Tax Rates with new sync button under QuickBooks settings. Go to Settings -> Invoices tab -> QuickBooks Settings -> 'Resync tax rates with QuickBooks'
  • NEW - Refresh to the Open and Sent Invoice pages.
  • Updated security and access controls.

 

Programa for Brands

  • Updated infrastructure to support new Brands work
  • Work on new Brands Directory
  • Work on Collections in Trade Portal (coming soon)
  • Fix for products on grandfathered accounts re-subscribing.

23 July 2024

 

Programa for Designers

  • Integration testing for Invoices
  • Fix for Total Tax amounts not updating when toggling between Markup on and off.
  • (Coming soon) Project Management Tasks, Subtasks, Phases, etc. are also included when copying a project.
  • (Coming soon) Project management filtering by Team Members and Phases

 

Programa for Brands

  • Updates and changes to the CSV import now has better support for product data, images, attachments, and variants.
  • Tweaks for new Brand Directory work
  • Fix for (sub)brand profile when external link is missing

18 July 2024

 

Programa for Designers

  • (Coming soon) More Project Management tweaks
  • OTP work
  • Show both tax exclusive and inclusive prices for Schedule Product Details sidenav
  • Updates to Invoicing look and feel
  • (Coming soon) Programa Product AI help article links and more information.

 

Programa for Brands

  • Set default Sub-Brand banner image for existing Sub-brands until updated by the user. Any new Sub-brands created will require the user upload a banner image for that Sub-Brand
  • (Coming soon) Work on Collections
  • Tweaks to Quote Requests email template
Table of contents
  1. Tasks: The Building Blocks of Effortless Studio Management
  2. Phases: Your Project's Roadmap to Success
  3. The Magic of Combining Tasks and Phases
  4. Getting Started is a Breeze
  5. Interior Design Software For Professional Interior Designers
    1. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    2. User-friendly Interface and Tools for Seamless Project Management
    3. From Contributing Editor, Andrew Mitchell, director of MR. MITCHELL, Interior designer and founder of The Design Coach.
    4. <strong>Why is managing a budget important?</strong>
    5. <strong>Why can getting a budget be so difficult?</strong>
  6. Interior Design & Architecture Software For Professional Interior Designers & Architects
  7. Setting Clear Expectations and Boundaries
  8. Professionalism in Operations and Contracts
  9. Managing Finances and Discounting
  10. Handling Product Purchasing and Trade Pricing
  11. Protecting Relationships
  12. Keep it Professional
  13. Design Fees & Discounting
  14. Product Purchasing & Trade Pricing
  15. Key Benefits:
  16. What is Transparency?
    1. 1. Design Fees
    2. 2. Margins on Product
    3. 3. Managing Budgets and Timelines
  17. What are the benefits?
  18. Getting Started
  19. Schedules: Organized and Up-to-Date Project Tracking
    1. Benefits:
  20. Pinboards: Visual Inspiration and Design Curation
  21. Canva Sharing: Collaborative and Seamless Presentation Integration
  22. Invoices: Simplified Financial Management and Transparency
  23. Client Dashboard Controls: Complete Access Management at Your Fingertips
    1. How the Client Dashboard Transforms Your Workflow
    2. Benefits of the Update
  24. What is a Spec Sheet?
  25. The Power of Programa
  26. Flexible Design Features
  27. Ease of Use
  28. Cost Savings
  29. Increased Productivity
  30. How to Connect with Your Ideal Clients
  31. Choosing the Right Marketing Channels
  32. How to Differentiate Yourself
  33. Leveraging Relationships to Stand Out
    1. What’s New?
    2. Why Change?
    3. Key Enhancements
    4. What is an Interior Design Quotation?
    5. Key Components of an Interior Design Quotation
    6. Interior Design Quotation Format and Free Template
    7. How Do You Create an Interior Design Quotation Quickly & Easily?
    8. Beyond the Proposal: Invoicing with Programa
    9. Start Your Project Proposals with Programa
      1. Task Management
      2. Phases
      3. Dynamic Views
      4. Prepare your Studio
      5. Key Changes
      6. Detailed Steps for Current Studio WIP Users
      7. Future Releases
      8. Support
      9. Getting Started with Shared Invoices
      10. Real-World Applications for Designers and Architects
      11. Key Benefits of the Shared Invoices Update
      12. Why Winning Work Matters for Interior Designers
      13. The Benefits of CRM Software for Interior Designers
      14. Using Project Management Tools as a CRM
      15. Outcome
    10. 30 August 2024
    11. 27 August 2024
    12. 22 August 2024
    13. 21 August 2024
    14. 20 August 2024
    15. 19 August 2024
    16. 16 August 2024
    17. 15 August 2024
    18. Challenges Faced by Designers in Procurement
    19. How designers can use Procurement Hub
    20. Built by and for designers
    21. Task Management: Keeping Every Detail in Check
    22. Phases: Breaking Down Your Projects
    23. Combining Studio & Task Management for Optimal Workflow
    24. Getting Started: Setting Up Your Tasks & Phases
    25. Bringing it all together.
  34. Why These Events Matter More Than Ever
  35. Where Innovation Meets Implementation In The States
  36. European Design Destinations: Where Dreams Take Shape
  37. Maximizing Your Event Experience
  38. Making It All Work Together
    1. 26 June 2024
    2. 19 June 2024
    3. 18 June 2024
    4. 17 June 2024
    5. The impracticalities of using generic software
    6. Enter Programa.
    7. Remove unnecessary stress and double handling with Programa:
  39. What inspires your work, and how do you stay creatively motivated?
  40. What have been some of your favorite collaborations with big brands, and how did those partnerships come about?
  41. How did you land these partnerships - was it outreach, or did they come to you?
  42. As someone who is active on Instagram, how do you balance showcasing your work with building authentic connections with your audience?
  43. What has been the biggest challenge in marketing yourself, and how did you overcome it?
  44. You mentioned making content that's easy to produce - could you give an example of what that looks like in practice?
  45. If you had to name one type of content that's been easiest to stay consistent with, what would that be?
  46. What advice would you give to interior designers who are just starting out in marketing their businesses?
  47. What's next for your business? Are there any exciting projects or collaborations on the horizon?
    1. Information about the Programa Terms of Service
      1. 1. Account Terms
      2. 2. Account Activation
      3. 3. Programa Rights
      4. 4. Your Responsibilities
      5. 5. Payment of Fees and Taxes
      6. 6. Confidentiality
      7. 7. Limitation of Liability and Indemnification
      8. 8. Intellectual Property and Your Materials
      9. 9. Additional Services - Programa In App Communication Tools<br />
      10. 10. Third Party Services and Integrations
      11. 11. Beta Services
      12. 12. Feedback and Reviews
      13. 13. Takedown Procedure
      14. 14. Privacy and Data Protection
      15. 15. Programa Contracting Party
      16. 16. Term and Termination
      17. 17. Modifications
      18. 18. General Conditions
    2. <strong>Contact Support</strong>
    3. The Issue
    4. The Solution
    5. The Result
    6. 31 July 2024
    7. 30 July 2024
    8. 29 July 2024
    9. 26 July 2024
    10. 23 July 2024
    11. 18 July 2024
Reading: Release Notes, End of July 2024
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Keep pace with the dynamic evolution of our Programa platform through our comprehensive Release Notes for July 2024, spanning from the beginning to the end of the month. Delve into the intricacies of the latest updates tailored for designers and brands alike. With a focus on enhancing user experience and optimizing functionality, our updates include the implementation of tax feedback, improvements in QuickBooks integration, and fixes for various issues ranging from product deletion processes to PDF export glitches. Technical enhancements such as mutation flow refactorization and removal of unused components underline our commitment to refining the platform's performance and efficiency. Whether you're a designer seeking streamlined project management tools or a brand aiming for enhanced product visibility and management, our Release Notes offer valuable insights into the ongoing evolution of Programa. Stay informed, stay ahead.