Release Notes

January 25, 2023

January 2023 Enhancements

(Released to Beta: Jan 26, 2023 Released to Public: tbd)   TRY OUR RELEASE NOTE TRAINING   Items Calculation changes Better calculations for on, sheets and…
November 16, 2022

October 2022 Enhancements

(Released to Beta: Nov 2, 2022, Released to Public: tbd)   Other Zapier  (beta)  Outgoing Triggers Complete Task Item Sync Quote Email Shipping Email Incoming Actions…
September 27, 2022

September 2022 Enhancements

(Released to Beta: Sept 27, 2022, Released to Public: Oct 31, 2022)   TRY OUR NEW RELEASE NOTE TRAINING   Other Activity Search Page Product Items…
September 19, 2022

August 2022 Enhancements

(Released to Beta: Sept 02, 2022, Released to Public: Sept 16, 2022)   TRY OUR NEW RELEASE NOTE TRAINING   Other Document Tag Structure – Workorder…
July 25, 2022

July 2022 Enhancements

(Released to Beta: July 28, 2022, Released to Public: Sept 16, 2022)   TRY OUR NEW RELEASE NOTE TRAINING   Quotes Added Delete to actions menu…
July 14, 2022

June 2022 Enhancements

(Released to Beta: July 12 2022, Released to Public: Sept 16, 2022)   TRY OUR NEW RELEASE NOTE TRAINING   Accounting Unapplied entries applied to all…
May 19, 2022

May 2022 Enhancements

(Released to Beta: May 19, 2022, Released to Public: June 28, 2022)   TRY OUR NEW RELEASE NOTE TRAINING   Production Workflow Sort Options – Proof…
April 19, 2022

April 2022 Enhancements

(Released to Beta: Apr  21, 2022, Released to Public: May 18, 2022)   TRY OUR NEW RELEASE NOTE TRAINING   Customers Move ‘Payment Terms’ to financial…
April 5, 2022

March 2022 Enhancements

(Released to Beta: Apr  6, 2022, Released to Public: April 25, 2022)   TRY OUR NEW RELEASE NOTE TRAINING   Customers External Identifier as Customer Search…