In this release, you get more time-saving flexibility to secure vendors for events without waiting on onboarding approvals, plus a handful of minor bug fixes.

Changelog

Improved

• Flexibility to assign vendors to events before their onboarding form is approved.

Fixed

• Layout issues with event cards on the Schedule page.
• Unable to change opportunity status when opened via email notification link.

In this release, we've resolved several minor bugs across the platform.

Changelog

Fixed

• Issues downloading event documents for sub-vendors.
• The State and ZIP code fields in Workspace settings displayed incorrect values after switching between locations.
• An error on the Location form in Workspace settings when the Zip code field was left empty.
• Incorrect text shown in the "Open event" tooltip on event cards.

With this release, you can now set custom roles for your events and get more flexibility in how you approve and export timelogs.

Improved

Set custom event roles in Workspace settings

Included in the Plus plan

Previously, custom roles were configured by the Vantage team. Now you can manage custom event roles directly in Workspace Settings on the new Roles tab.

This way, you can assign the right people to the right roles and create exactly the roles your team needs.

More control over timelogs approval and export

Time management module

Timelog approval now works by date, not by week. Select a specific date or date range, and approved days are highlighted in green on the Timesheets grid.

You can export timelogs the same way, for any date or range, using your current view configuration.

Changelog

Improved

• Custom event roles can be created and configured in Workspace Settings.
• Improved flexibility in how timelogs are approved and exported.
• Improved password security across all authentication flows.

Fixed

• Auto-scroll issues on the vendor onboarding form in Workspace Settings.
• Issues with user drawer header behavior on scroll.
• Inconsistent sorting of time types on the Timesheets page.

This release brings a set of improvements to Timesheets, automatic saving of photos to your device gallery, and several minor bug fixes.

Changelog

Improved

• Photos taken in-app are automatically saved to the device gallery.
• UI improvements to the Timesheets page.

Fixed

• Issues with timelog sorting when selecting a multi-day range.

New

Vendor map view

Vendor Management module

The Vendors page now has a Map view. Toggle between map and list in the top-right corner to see your vendor network the way that works best for you.

Filters, search, and saved views all work in Map view, so the map updates as you narrow down your list.

Vendor onboarding form

Vendor Management module

You can now build and customize the vendor onboarding form directly in your workspace settings. Define the questions that matter to your shop, reorder them, and update them as your vetting process evolves.

Improved

Improved logic for addresses and assets

Included in all plans

We restructured how addresses and assets work across Vantage. Addresses are now standalone, reusable locations that can be linked to clients, opportunities, projects, events, and fixed assets.

You set an address on a client, and it carries over when you create an opportunity, project, or event for them. Fixed assets link to an address, and that address auto-fills when you assign the asset to an event.

Changelog

New

• Addresses feature.
• Vendor map view on the Vendors page.

Improved

• Improved logic for addresses and assets.
• Vendor onboarding form can be configured in the Workspace Settings.
• UX improvements to the event drawer.

In this release, we improved how addresses and assets work across the product and fixed a few minor bugs.

Changelog

Improved

• Improved logic for addresses and assets.

Fixed

• @mentions in comments created a duplicate message.

You can now configure completion reports directly in Workspace Settings.

New

Configure completion reports in Workspace Settings

Included in the Plus plan

Admins can now create and manage completion reports directly from Workspace Settings, making it quick and easy to get each event type signed off the way you need.

Navigate to Workspace Settings > Events > Completion reports to get started.

You can create multiple completion report templates, each with its own name, completion flow, and set of questions. You decide whether the form requires manager approval after submission or whether submission completes the event automatically.

Changelog

New

• Ability to create and edit completion reports in Workspace settings

In this mobile release, we added the ability to attach and detach event flags.

New

Managing event flags

Included in all plans, available for Admin and Standard users
​

You can now not only see, but also add or remove flags from a specific event on mobile. On the event list you can see if the event has a flag already, and inside the event drawer, after a long press on the flag icon you can edit the flags.

Changelog

New

• Added the ability to attach and detach event flags

Fixed

• Push notifications not available for some users

In this release, we improved event duplication so more data carries over when you create a copy.

Improved

Event duplication now copies more details

Included in all plans

When you duplicate an event, the copy now includes the address and people assigned to custom roles from the original event. You no longer need to re-enter that information manually.

You can also edit the event title before confirming the duplicate.

Changelog

Improved

• Event duplication now copies more data from the original event.
• Added setting for status editing on API-created projects.

In this release, we made it easier to find events by location, gave you more control over how record IDs are generated, and fixed several issues. Read on for more details.

New

Filter events by city and state

Included in the Plus plan

The Events page now has City and State/County filters, so you can narrow your event list by location.

If you manage events across multiple cities or regions, you can filter down to exactly where you need to focus without scrolling through everything.

Improved

Auto-generate or manually enter IDs

Included in all plans

You can now choose how IDs work for each record type. Vantage can auto-generate them for you, or you can enter them manually.

This is set per entity type, so you can let Vantage handle IDs for some records and keep manual control where it matters.

Changelog

New

• State/County and City filters on the Events page.

Improved

• Added "City" and "State/County" filters to the Events page.
• Hidden projects automatically reappear when moved to the “New” or “In progress” status.
• Improvements to media visibility for vendor-uploaded and client-visible files.
• Improved colour coding for opportunity columns based on time-in-status.
• Improved layout adaptation for small screens.
• IDs can be auto-generated by Vantage or manually entered for each entity type.

Fixed

• Various UI alignment and layout issues.
• Project drawer opens after creating an event with a new project
• Restricted users could edit the vendor onboarding form.
• Incorrect values displayed in the dropdown and multiselect fields in the vendor onboarding form.
• Sub-vendors could not see or upload photos to the event.
• Issues with completion form availability and submissions.