Release Notes

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Release Notes

2023
March 29, 2023

March 2023 Enhancements

(Released to Beta: March 29, 2023 Released to Public: May 2, 2023)

 

 

Orders

  • Added page entries of 25 and 50

 

Workflow

  • Added user to timers modal

 

Accounting

  • Accounting Links File – QB
    • Changed to show GL tax accounts as vendor

 

Reports

  • Orders by Customer
    • Added sales rep column and filter

 

Other

  • Activity Tracking
    • Added
      • Portal created
      • Stock created
  • HTML Tags
    • Email participant
      • Title
    • Tasks
      • Completed
    • Timers
      • RateType
    • Integrations
      • SFTP for Hot Folders
  • UI
    •  Tasks
      • Change icon color for not completed tasks
    • Navigation fly out menus
January 26, 2023

January 2023 Enhancements

(Released to Beta: Jan 26, 2023 Released to Public: March 29, 2023)

 

 

Items

  • Calculation changes
    • Better calculations for on, sheets and versions
    • Wide format width only

Online Ordering

  • Multi catalog tree sorting
  • Additional customizable fields (Note: custom values will not accurately calculate Shippo rates, more changes are coming for that)
    • Order name
    • Item name
    • Item Description
    • Pages
    • Sheets
    • Sets
    • Black Single Sided Sheets
    • Color Single Sided Sheets
    • Black Double Sided Sheets
    • Color Double Sided Sheets
    • Mixed Double Sided Sheets

Other

  • Portal Change Logs
  •  HTML
    • Tags
      • Inventory Purchase Order
        • Received Quantity
        • Status
      • Imposition object
      • Previous Item
        • Quantity
        • Access to Previous Order
      • Task object
      • Timer object
2022
November 2, 2022

October 2022 Enhancements

(Released to Beta: November 2, 2022, Released to Public: December 14, 2022)

 

Other

  • Zapier  (beta)
    •  Outgoing Triggers
      • Complete Task
      • Item Sync
      • Quote Email
      • Shipping Email
    • Incoming Actions
      • Search Customer
      • Search Contact
      • Search Order
      • Search Order Item
      • Search Quote
      • Search Quote Item
      • Search Employee
      • Create Customer
      • Update Customer
      • Create Contact
      • Update Contact
      • Queue Move
      • Create Note
      • Create Task
      • Create Shipment
      • Create Payment