General

• Tasks can now be accessed by the main menu  Feature Forum Request
  • Tasks due will be counted with a badge
  • Clicking the tasks icon in the main menu will display all of your tasks
• Notes on orders, customers, items, and more, can now have multiple types
• Most dropdowns that contained Yes/No options have received a graphical overhaul   Feature Forum Request
  • These will now be displayed as On/Off switches
• All dropdown and list boxes have been revamped.
  • New functionality includes: Option groups, custom inputs, and more!
• WYSIWYG editors are now resizable   Feature Forum Request
• Generated documents are now editable after printing
  • Users can now make in-place edits to documents after they’ve been generated
• Trailing zeroes have been removed from dozens of places throughout the application
  • Item Summary View
    • Graphic Section > Graphic Discount
  • Item View
    • Pricing Tab > Quote Panel View Mode
      • Stock Markup
    • Pricing Tab > Quote Panel Edit Mode
      • Stock Cost
      • Stock Markup
      • Stock Price
      • Press Cost
      • Press Markup
      • Press Price
      • Finishing Cost
      • Finishing Markup
      • Cutting Cost
      • Cutting Markup
      • Cutting Price
    • Outsourced Tab Edit Mode
      • Outsourced Markup
    • Department Item Edit
      • Pieces Per Hour
      • Setup Cost
      • Setup Price
      • Cost Per Piece
      • Price Per Piece
      • Cost Per Hour
      • Price Per Hour
  • Stock Search
    • Stock Tab
      • On Order Column
      • On Hand Column
      • Available Column
  • Stock View
    • Inventory Section
      • On Hand Column
      • Available Column

Communications

• Custom email addresses can now be entered when sending emails  Feature Forum Request
• Email can now be sent using custom SMTP servers   Feature Forum Request

• Adding products to a contact will now pre-fill the customer name and number information to help quickly find relevant products
• Exports for marketing campaigns and contact lists will now fall back to the customer’s default billing address for the contact
  • These exports will also now export the sales representative associated with each contact or customer
• Contacts belonging to deleted customers will no longer show up in the following searches
  • Contact search (table and card views)
  • Add Contact windows
  • All contact exports (except the export tool in settings)
• Searching for contacts while editing marketing campaigns or lists will now allow filtering based on a sales representative
• Customers are now edited through a window
  • Every aspect of a customer can be edited and saved with a single button

Orders & Items

• Inserting a product into an order will now work as though the job as if it was ordered online
• The actions menu for quotes will now offer a Requote option, instead of Reorder
• Quick stock names can now be added to stock on an order item
  • Access this by clicking the new speech bubble icon on the stock tab
  • When specified, this new quick name will appear anywhere the stock is referred to elsewhere for the item
• Quantities for outsourced vendors must now be unique
• Orders may no longer be voided if they have active (non-deleted) payments associated with them
• The Actions menu for orders and quotes has enhanced security features:
  • The ability to post, unpost, void, and generate an invoice can all be controlled through security roles
• Department items on order items, documents, templates, or presses will now be sorted by:
  • Department, in the following order:
    • Graphics
    • Press
    • Finishing
    • Outsourced
    • Shipping
  • Then alphabetically by Group Name
  • Then alphabetically by Name
• Department items will now support up to 6 decimal places of precision for Price Per Piece and Cost Per Piece
• Pricing quantities on template options must now be unique
• The item summary window has been updated with new sections and information:
  • Due dates will now appear in the header for each section
  • Notes for each section will appear on the right
  • Sections are now more clearly defined
• Order items belonging to a deleted order will no longer be shown in item searches
• Items generated from previous orders will now be more detailed regarding their ancestry, options include
  • Previous Order Item
  • From Quote Item
  • From Product
• Stock attached to order items can now be specified as blank stock, and will draw from blank markup scales when this is the case
• Order item group descriptions will now support multiple lines of text and line-breaks  Feature Forum Request
• Item exports will now include a column indicating the inventory status for any stock used by the item, as one of the following statuses:
  • Pulled
  • Allocated
  • Unallocated
  • Requires Order

Accounting

• GL Accounts for Tax types can now be set for all tax types by setting the parent
• A few changes have been made to the payment edit window
  • An edit pencil on the order number will now redirect to the order view page
  • A new column will display the amount of the order payment
• It is no longer possible to make a credit card payment into a deposit that is balanced or part of a closeout
• An optional email address can now be specified when making credit card payments through the authorize.net payment gateway
  • This address will default to that of the accounts payable contact for the customer
  • The order contact will be used if no accounts payable contact is set for the customer
• Commissions searches can now be filtered by the following date ranges
  • Posted Date
  • Order Paid Date

Inventory

• Notes can now be added when creating purchase orders
• GL Revenue accounts can now be specified for multiple stocks through bulk actions on the stock search page

Reports

• New Report – Average Monthly Sale Report Per Customer found in the Analysis section
  • Filtered by Sales Rep and Year
  • Reports on the Months, Number of Orders, Total, and Average Total per Order
• The Sales By Customer report has been updated
  • A new column for Postage has been added to the right of Shipping
  • Taxes has been moved to the right of Postage
  • Entries are now added to the report, included in the Total column
  • GL Account allocation and Tax allocation are now included in the Subtotal and Taxes columns, respectively
• The Sales By Customer By Month report has been updated
  • Entries and GL Account allocations are now included in the Totals column
• The Sales By Customer By Year report has been updated
  • GL Account allocations are now included in the Totals column
• The following reports will no longer output times in addition to dates
  • Accounts Receivable
  • Deposit Payments
  • Outstanding Order Items
  • Outstanding Quote Items
  • Sales Report
• The Orders By Customer report has been updated
  • Can now be filtered by Order Date and Posted Date
  • A new row is added to the end of the report including
    • The total number of Orders
    • The sum total
    • The average total per order
• Production and item exports will now include the following information as new columns
  • To the right of Versions
    • Sheets
    • Pages
    • Template Group
    • Template Name
    • Template Option
  • Between Order and Due Date
    • Order Date
    • Graphics Date
    • Press Date
    • Finishing Date
    • Shipping Date
    • Due Date

Settings

• Deleted customers are now exported through the import/export tool
• Time clock duration calculations should be much faster than previous versions   Feature Forum Request
• Canned emails can now be duplicated
• The default Assigned To is now dynamic, and can be set to the currently logged in user   Feature Forum Request
• Metric measurements are now supported system-wide through a configuration setting