Release Notes

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Release Notes

2025
May 27, 2025

2025 Release 2 Enhancements

EXPANDED RELEASE NOTES

 

CRM

  • Customer persistor

 

Point Of Sale

  • Quote name for quotes

 

Accounting

  • Credit hold and warning for overlimit and past due accounts

 

Reports

  • New
    • Estimated vs actual times

 

Online Ordering

  • Proof status online dropdown
  • Additional product bulk actions
    • Product pricing
    • Shipment and boxes
    • Catalogs

 

Other

  • General page layout changes
  • Financial page layout changes
  • Item file download naming structure
May 6, 2025

2025 Release 3 Enhancements

EXPANDED RELEASE NOTES

 

Orders

  • Reorder persistor

 

Reports

  • New
    • Time Clock vs Timers
    • Department Item Usage

 

Other

  • New on screens walk through tours
    • Creating a portal
    • Creating a product from scratch
    • Creating a product from a quote item
  • Notes section added on department items
  • HTML tags
    • PreCutImposition
    • PostCutImposition
March 20, 2025

2025 Release 1 Enhancements

EXPANDED RELEASE NOTES

 

CRM

  • Added a persistor to push contact default address changes to active quotes and unposted orders

 

Production

  • Added queue filter on active user tabs

 

Inventory

  • Added supply actions menu

 

Accounting

  • Added a toggle to send multiple invoices individually

 

Reports

  • New
    • Customer good usage
    • Supply usage
    • Sales by department item
  • Changes
    • Customer good low level
      • Added customer number
    • Graphic comparison
      • Added more columns for comparison of time and value billed vs estimated
    • Stock usage
      • Added an option to report by order date
    • Supplies ordered by supplier
      • Excludes the new cancel status
    • Stock ordered by supplier
      • Excludes the new cancel status

 

Online Ordering

  • Added a URL option for navigation