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Other System Updates in October: Orders and Chats

Order type availability by location, automatic chat assignment to employees, emoji support in chats, and more

Hanna avatar
Written by Hanna
Updated this week

Order Type Availability by Location

You can now control which order (job/ticket) types are available in each location. For example, if your Orderry account includes multiple locations running different types of services, you can configure specific order types for each one.

To do this, go to Settings > Form Editor > Orders and Estimates, switch to edit mode for the order type, and specify which locations it should be available for.

Please note two important details:

  • You cannot disable an order type for a location where it’s selected as the default one (see Settings > Locations).

  • If you move an order to a location where its current type is unavailable, you’ll need to select another type for that order.

Order Assignment to a Client’s Manager

In Orderry, you can assign a personal manager to each contact. Naturally, users asked for the option to automatically assign that manager as the manager of the client’s orders — and we’ve made it happen!

By default, the employee creating the order becomes its manager. However, if you select a client who already has a personal manager different from the current order manager, Orderry will suggest switching the order manager to match the client’s manager.

Filtering by Due Date via Public API

You can now use the due date filter in the get/orders request when working with integrations via the Orderry Public API.

This allows you, for instance, to retrieve a list of orders due today and automatically send reminders to assignees or perform other actions.

Refer to the Public API documentation for proper setup instructions.

Automatic Chat Assignment to a Contact’s Manager

Chats from WhatsApp by Twilio and SMS by Twilio have long been automatically linked to contacts in Orderry by phone number. Now, this functionality is even smarter — when a chat is automatically linked to a contact who has an assigned manager, it will also be automatically assigned to that employee.

The only condition is that the employee must have access to Chats and the relevant communication channels. If the contact’s manager doesn’t have such access, the chat remains unassigned until you manually choose a responsible employee.

Starting Chats by Phone Number Without Creating a Contact

Previously, you could only start a chat by selecting an existing contact. Now, when starting a chat via WhatsApp by Twilio and SMS by Twilio, it’s enough to enter a valid phone number — no contact record required.

This also means you can initiate chats with clients directly from the Inquiries table.

Emoji Support in Chat Messages

You can now use emojis in text messages in Chats.

And soon, Instagram, Facebook, and Telegram Bot channels will also support message reactions.

If you have any questions, suggestions, or comments about these updates, please message us in the Support Chat.

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