Release Notes

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Release Notes

2020
November 5, 2020

3.16 – Beta

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

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

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
September 23, 2020

Version 3.15 – Enhancement

Items

  • Added a Press Group Filter to Item Search
  • Added Print Outsourced PO to additional pages
  • Added Apply to All Option for discounts on default bulk action mode

Workflow

  • Added Bulk Actions to Notes

Inventory

  • Changed the Inventory PO page and document to sort alphabetically by default
March 30, 2020

Version 3.15 – Public

Try our Release Note Training

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
    • Added Online Name column
  • Changed the Inventory PO page and document to sort alphabetically by default Added Enhancement

Accounting

  • Payment Save and New   Feature Forum Request
  • Commission Export
    • Added Item Name

Reports

  • Tax Report
    • Added Totals

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