🆕 New Features

• 🔌 Retail Express → Klaviyo Integration — Connect Retail Express to Klaviyo for full customer and sales data sync.

• 🗂 Multiple Klaviyo Account Support — Manage multiple brands and outlets from a single Gather account.

• ⚙ Advanced Sync Settings for precise control:

  • 🚫 Skip on “Do Not Email”

  • 0️⃣ Sync profiles with 0 sales

  • 🕒 Historical import flag for profiles inactive 30+ days

  • 📧📱 Subscribe Email/SMS on opt-in or all

• 🏪 Outlet-to-Klaviyo Account Mapping — Link each outlet to its own Klaviyo account.

• 🔄 True 2-Way Sync — Keep your POS and Klaviyo data in perfect alignment.

🔄 Improvements

• 🆓 Smarter Free Tier — New Lightspeed users now get a full sync right away (no more “test integration” page).

• 📊 Fairer Plan Limits — Limits now based on actual customer count in Lightspeed, not synced profiles.

• 🛠 Backend Overhaul — Added plan-based feature checks for faster, more reliable performance and easier upgrades.

❌ Removed

• 🗑 “Test Integration” page — retired for a better, more realistic free tier experience.

ou asked for flexibility — we delivered. With our new Custom Reports, you can now build the exact reports your team needs, on demand.

🛠️ What’s New

• Drag-and-Drop Report Builder: Choose your fields, filters, and layout — no dev required

• Save & Reuse Templates: Build once, reuse forever. Save your custom layouts for fast access

• Field-Level Filters: Filter by location, date, consortia, agent, tier, or any synced customer data

• Group & Summarize: Aggregate totals by tier, region, product, or customer group for high-level views

• Instant CSV Export: Export filtered results to share with finance, ops, or leadership

🔎 Why It Matters

No more one-size-fits-all. Whether you're analyzing performance by agent, checking renewal forecasts per campus, or comparing bundle performance — custom reporting puts the power in your hands.

💡 Use It For

• Quarterly performance reviews with your team or clients

• Export-ready data for grant or budget reporting

• Deep dives into churn trends, late payments, or product demand

• Setting up dashboards tailored to your KPIs

We’re excited to roll out powerful new updates designed to give your team deeper insights and more flexibility in managing workflows:

• 📊 Advanced Analytics Dashboard: Dive into detailed reports on task completion rates, team productivity, and project timelines with customizable data visualizations.

• 🔍 Customizable Views: Create and save personalized board, timeline, or calendar views tailored to your team’s unique processes and preferences.

• 📅 Improved Scheduling: Enhanced date-picker with smart suggestions based on team availability, reducing scheduling conflicts and missed deadlines.

• 🔔 Notification Overhaul: Receive real-time updates only for tasks you follow, minimizing noise and keeping you focused.

• 🔐 Security Enhancements: Strengthened encryption protocols and added two-factor authentication for better protection of your organization’s data.

• 🛠️ Bug Fixes & Performance Boosts: General improvements to task assignment speed, reduced loading times, and smoother experience on mobile devices.

These updates are part of our ongoing commitment to helping you manage tasks smarter and keep teams aligned effortlessly.