Version 3.14
June 4, 2020June 10, 2020
June 10, 2020
Files
- Auto and manual thumbnail generation Feature Forum Request
- Deleting proof files Feature Forum Request
- The ability to delete files that have been associated with a proof record
- Create proof from file table
- A shortcut icon has been added to files to use to create a proof
- File URLS
- The ability to provide a file URL instead of an uploaded image
- Ability to set a file upload as required
Customers
- Additional and restyled bulk actions
Contacts
- Additional and restyled bulk actions
Sales
- Added total to the Sales page
Items
- Additional and restyled bulk actions Feature Forum Request
- Quote override indication on top level
- Run Size Autofill on Quick Add modal
- Added a Press Group Filter to Item Search Added Enhancement
- Added Print Outsourced PO to additional pages Added Enhancement
- Added Apply to All Option for discounts on default bulk action mode Added Enhancement
Production
- Stats Dashboard
- A dashboard with an overview of the items in production
- Queue stats Feature Forum Request
- Stats for each type of queue that adjust to filtered results
- Active User Queues
- A queue for each active user that displays all the work assigned to them regardless of queue
- Drag n drop sorting Feature Forum Request
- A custom sort is availvable for each workflow and active user queue
- Customizable Views Feature Forum Request
- Fields
- The ability to choose the fields visible for each queue
- Filters
- The ability to choose what search filters display for each queue and the order in which they display
- Statuses
- The ability to choose which system or custom statuses display on production
- Multi Assign To field
- The ability to assign more than one person to an order item
- Queue access
- The ability to give access to only the queues a user needs
- Proof approval and due options
- The ability to have a proof due date calculate and dates calculate off a proof approval date
- Due dates from today Feature Forum Request
- The ability to calculate due dates from today instead of order, due or proof approval date
- Activity tracking for queue status Feature Forum Request
- Completed status to remove items from WIP
- Priority Statuses
- Ability to sort them in priority order
- Additional filters
- Stock Status
- Proof Due Date
- Proof Approval Date
- Item Description
- Sort menu and additional fall back sorts
- Added Bulk Actions to Notes Added Enhancement
Inventory
- Add Online Name to Stock Import/Export
- Additional links on Stock View and PO
- Stock PO export
- Stock Export
- Changed the Inventory PO page and document to sort alphabetically by default Added Enhancement
Accounting
- Payment Save and New Feature Forum Request
- Commission Export
Reports
Documents/Emails
- Universal tags Feature Forum Request
- Tags have been reworked so the all tags and formatting work the same on documents, emails and cardviews
- Document change log Feature Forum Request
- Ability to change
-
- Size
- With fields on the UI for user’s to input
- Margins
- With fields on the UI for user’s to input
- Accent and Font colors
- With fields on the UI for user’s to input, will replace colors for fields using accent and font classes
- Ability to generate
- One workorder per item or multi items on one workorder
- One purchase order per outsourced or multi outsourced on one purchase order
- Group shipping invoices
- Documents for multiple shipments
- The ability to bulk print invoices, packing slips and labels for more than one shipment at time
- PDF reports Feature Forum Request
- Sales
- Taxes
- AR
- Aging Summary
- Print and Email Receipt on payments Feature Forum Request
- Stock Inventory Label Feature Forum Request
- Transactional Statement Feature Forum Request
Security
- Workflow
- Stats on queues
- Stats page
Additional Settings
- Time clock total Feature Forum Request
- Auto set invoice due date Feature Forum Request
- The ability to set days on payment terms to use when calculating invoice due date.
- Supply Import
- Added Contact links to Portal Edit