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Release Notes
2020
November 5, 2020
3.16 – Public
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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
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
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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
- Fields
- 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
- Size
-
- 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