What version of DocketManager am I on?
Release Notes
2017
July 4, 2017
Version 3.05
New
- New Language Support
- MIS Supports South African Rand
- Password Strength Enforcement
- Must reach 60% strength for all new passwords
- Imports
- Vendors
- Vendor Contacts
- Suppliers
- Supplier Contacts
- Department Items
- Exports
- Online ordering
- Shipping – Shippo Integration
- New Language Support
- Supports South African Rand
- Balances section (security based)
- Customers can see all orders with balance
- Customers with access to Authorize.net (site integration) can pay for all open orders
- Added a Add to Cart and Checkout button
- Password Recovery Template Specific for Online Customers
- Can set Subgroups for Online Template Organization
- Orders
- Shipments Import
- Duplicate Parcels
- Items
- Upload Date Added to Files Table
- Previous Order Item Quantity and Price display in Details Panel
- Order Defaults
- Order Statuses
- Order Tags
- Bill Estimated Graphics Time
- Graphic Rate (for Estimated Graphics Time)
- Items Statuses
- Item Tags
- Proof Status Alert
- Alerts triggered when a client approves or sends changes back on a proof
- Move Production Queue
- Added to Item Table on Order View
- Postage Field Taxable Setting
- Security
- Commission table on Customer Edit
- Production Settings
- Set Statuses are Priority to filter to the top of Production Queues
Updates
- Online Ordering
- Expanded Checkout Screen
- Made Terms and Conditions Editable
- Single Option Drop-Downs will be selected by default
- Customer files will upload automatically when selected
- Customer files can be viewed after uploading
- Groups will read Group Name and Total Group Price
- Major refactors to Timer Control
- Orders
- Changing Customers will update all Customer Defaults
- Locations will show be default
- Consolidated to 1 Save Button
- Consolidated fields inline
- Items Bulk Actions
- Time Sensitive will trigger time selector for Due Dates
- Location Prefill on Shipment Addresses
- Items
- Pricing Tab
- Multi Quantities can be added all at once in one modal
- Details Tab
- Moved Sheets and Pages to Details tab
- Press Tab
- Sheets will be auto filled by summing all the single and double sided sheets for digital
- Stock Tab
- Moved Stock Tab in front of Press Tab
- Outsourced Stock Override
- Full Carton Price Override
- Stock Cost and Price Per Value Placeholders
- Finishing Tab
- Pre Cut and Post Cut Price Overrides
- Numbering with auto calculate based on Quantity x Sets
- Outsourced Tab
- Outsourced Price scales can be added all at once in a modal
- Outsourced UI – View and Edit
- Pricing Tab
- Job Templates
- Additional Bulk Actions
- Name
- Description
- Additional Bulk Actions
- Confirmation Messages
- When converting Quotes and Orders
- When reordering Quotes and Orders
- Exports/Imports
- Accounts Receivable Export
- Added Accounts Payable Contact Name, Phone and Email columns
- Customers
- New Tags will be created on import
- Accounts Receivable Export
- Order Options
- Added default Mass and Dimensional units for Shipments
- Customer Sticky Notes
- Added Order Note Types
- Report Updates
- Outstanding Quote Items
- added Item Name column
- Outstanding Order Items
- Added Item Name and Queue columns
- Aging Summary
- Added Accounts Payable Contact Name, Phone and Email columns
- Accounts Receivable
- Added Accounts Payable Contact Name, Phone and Email columns
- Sales by Sales Rep
- Added Entries into Amounts
- Sales Report
- Added Entries in as items, Added Order Name column
- Outstanding Quote Items
- Emails Feature Forum Request
- To, CC and Canned Email default set
- Contact with Additional Emails available
- Sales and Dashboard Values
- Added Entries
- Timer Sort Order Feature Forum Request
- Will sort first by Active Timer then by last edited
June 2, 2017
Version 3.04
Updates
- General Bug Fixes
- Security Updates
May 1, 2017
Version 3.03
New
- Shipping
- Shippo Integration
- Packing Slips, Labels Feature Forum Request
- Smart Lists
- Actions Menu
- Item Summary Page
- Payment Screen
- Timers
- Bulk Actions Remove
- Customers – Tags
- Contacts – Tags and Roles
- Orders – Tags and Statuses
- Items – Tags and Statuses
Updates
- Tasks
- Export
- Links
- Customer Search Filters
- Added Last Order Date
- Added Customer Since
- Email address changed to Links
- Order View
- Item View
- New Button for Order Items
- Changed to Split Button
- Added New from Group Template
- Changed Save button to dropdown buttons on major pages
- Moved Pricing tab to far left
- Changed export max on search pages
- previously errored out at 2100