Release Notes

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Release Notes

2021
May 3, 2021

Version 3.17 – Beta – Tentative Release May 3

TRY OUR NEW RELEASE NOTE TRAINING

UI

  • General cleanup
  • Bulk Action reorganization
    • Changed order of first 8 fields
  • Customer Good modal changed to cardview
  • Group Template modal changes  Feature Request
  • Additional tool tips
  • Department Item Page layout changes
  • Department Item Modal layout changes

Customers

  • Added a field for multiple Accounts Payable contacts or email addresses  Feature Request
  • Added default communications and language to customer defaults  Feature Request
  • Customer Default Option selection when creating a customer  Feature Request

Contacts

  • Added a Contact created date
    • Available column on export file

POS

  • Added sub menus  Feature Request

Orders

  • Shipment CSV Changes  Feature Request
    • Added columns
      • Id for import/export
      • Cost
      • Default Handling Fee Type
      • Default Handling Fee Amount
      • Add Price
  • Added Shipment Export options  Feature Request
  • Add Group functionality to shipments  Feature Request
  • Shippo multi label  Feature Request

Items

  • Stock Add to Price toggle added
  • Department Item Add to Price added

Inventory

  • Supplier code length extended (to 75 characters)

Accounting

  • Customer Number add to Applied Order search on Entries
  • Links to Order from Entries  Feature Request
  • Expanded GL Account Breakdown to Show Items/Orders Feature Request

Reports

  • New
    • Detailed Tax Report
    • Customer Profit Report  Feature Request

Online Ordering

  • Registration updates
    • Added address fields
    • Change username to prefill with email but is editable
  • Added tracking number(s) from shipment(s) to Order Status page  Feature Request
  • Ability to print an invoice from online
  • Added Quantity bulk actions to Product Search
  • Additional product search filters
    • Press
    • Stock
      • Name
      • Weight
      • Size
      • Color
      • Finish
  • Added Item Export to products  Feature Request

Additional

  • Zapier triggers for outgoing information  Feature Request
    • Customer Created/Updated (import excluded)
    • Contact Created/Updated (import excluded)
    • Vendor Created/Updated  (import excluded)
    • Supplier Created/Updated  (import excluded)
    • Payment Created
    • Quote Converted to Order
    • Order Placed Online
    • Sync an Order
    • Order Posted
    • Queue Changed
    • Proof Status Changed
  • Workflow Templates  Feature Request
    • Added ability to create XML, JDF or JSON templates that can be sent through a hotfolder connection with a file
  • Customer Canvas editor
  • Stripe Integration
  • Add tax rates to additional address import/export
  • Added Total Cost and Price columns to Timer Export
  • HTML tags
    • Thumbnail Feature Request
    • FIle URL
  • Added Page Entry values smart lists and session memory
  • Canned email activity logs
February 19, 2021

Version 3.16 – Enhancement

Items

  • Added current time back to running timers

Inventory

  • Allow imported adjustments on POs with No Inventory

Additional Settings

  • Added contact number to merge contact
  • Import Order Request changes
    • Now send a generic note for shipping details instead of shipping note
    • Order id prefills in Order Name (instead of PO)
    • Purchase Order field has been added
    • Files will be passed with correct names
    • Invoice Date will only prefill if posted
2020
November 5, 2020

3.16 – Public

TRY OUR NEW RELEASE NOTE TRAINING

UI

  • Dashboard
    • PO Display Updates
    • Deposit Display Updates
    • Communication Record Display Updates
  • Items
    • Timer Display Updates
    • Proof File Selector  Feature Request
    • Some more friendly error messages
  • Fixed some page and tab name updates
  • Updated some default sorts on tables, action menus and drop downs  Feature Request
  • Made some text corrections

Customer

  • Ability to upload files for avatars
  • Ability to bulk remove Online Shipping Options in bulk actions

Contact

  • Ability to upload files for avatars  Feature Request
  • Additional fields for import/export  Feature Request
    • Require PO
    • Credit Card Processing Account
    • Payment
    • Default Portal
    • Default Budget
    • Budget Required
    • Approvers

Items

  • Add Notes and Tasks added to 3-Dot Action menu
  • Timer cost being used with priced by Estimated Graphics  Feature Request
  • Added current time back to running timers  Added Enhancement

Inventory

  • Stock Export  Feature Request
    • Added Available and Value Left columns
  • Customer Good Export  Feature Request
    • Added Available and Value Left columns
  • Stock Import
    • Markup and cost scales will now delete and re-add on import
  • Stock Price Update
    • Cost scales will now delete and re-add on import
  • Allow imported adjustments on POs with No Inventory  Added Enhancement

Accounting

  • Bulk Email Statements  Feature Request
  • Increased Entry name character limit to 150
  • Removed quotes from entries

Reports

  • Changes
    • Add Quote Date column to Wins, Losses & Outstanding  Feature Request
    • Sorted Tax Report alphabetically
    • Added 45 Day Total to Aging Summary
    • Added 45 Day Total to Accounts Receivable

Files

  • Multiple file download  Feature Request
  • New File Uploader
    • Multi File Upload  Feature Request
    • Drag n Drop  Feature Request
    • Progress Bar

Account

  • Ability to upload avatars for users
  • New UI

Online Ordering

  • Multiple catalog trees per product  Feature Request
  • Product Access Feature Request
    • Products will now be hidden if assign product access is not given
  • File Uploads for Online Proofs and Quotes  Feature Request
  • Bulk Add/Remove Contact Access to Product   Feature Request
  • Billing and Shipping Address security variables
  • Add an internal name for Product Options
  • Added paging to Favorites, Search and Product Lists when products exceed 50
  • Hide Prices Toggle for Browsable Portals   Feature Request

Additional Settings

  • Merge Contact Tool
  • Task Completed Date   Feature Request
  • Customer Search Filters on Orders/Items Custom Export   Feature Request
  • Tax Rate Import   Feature Request
  • Merged the single notes field on Press to the note feature

Other

  • Search filter toggle is now user and page specific
  • Check All results across pages of some modals
  • Multi select options in modals across paging and searches   Feature Request
  • 10 additional pages with smartlists
  • Billing and Shipping Address Enhancements
    • Ability to set as address as billing and/or shipping  Feature Request
  • Wysiwyg Editor
    • Implemented a new updated version
  • Multiple Hot Folder Integrations   Feature Request
  • Added contact number to merge contact  Added Enhancement
  • Import Order Request changes  Added Enhancement
    • Now send a generic note for shipping details instead of shipping note
    • Order id prefills in Order Name (instead of PO)
    • Purchase Order field has been added
    • Files will be passed with correct names
    • Invoice Date will only prefill if posted