Release Notes

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Release Notes

2022
April 21, 2022

April 2022 Enhancements

(Released to Beta: Apr  21, 2022, Released to Public: May 18, 2022)

 

TRY OUR NEW RELEASE NOTE TRAINING

 

Customers

  • Move ‘Payment Terms’ to financial section

Orders

  • Added a delete button when searching void orders

Reports

  • Timer Report
    • Added a date column and removed the total
  • Moved ‘Sales by Customer by Template Group’ to marketing section
  • Renamed ‘Sales by Job Group’ to ‘Sales by Template Group’

Other

  • Activity tracking for adding/removing active users
  • Added .txt files as allowable type
  • Added a create press group option when creating/updating presses
  • Added a create department item group option when creating/updating department items
  • Added a create template group option when creating/updating templates
  • Added a related to link on tasks
April 6, 2022

March 2022 Enhancements

(Released to Beta: Apr  6, 2022, Released to Public: April 25, 2022)

 

TRY OUR NEW RELEASE NOTE TRAINING

 

Customers

  • External Identifier as Customer Search Filter Option
  • Create New Regions and Countries While Creating Locations

Contacts

  • Add Language Option to Contact Bulk Actions
  • Create New Regions and Countries While Creating Locations

Quote/Orders

  • Create New Regions and Countries While Creating Locations

Items

  • Item Bulk Actions – Bulk Remove PMS Inks
Other
  • Vendors/Supplier
    • Create New Regions and Countries While Creating Locations
  • Deleted Pages
    • Customers
    • Contacts
    • Vendors
    • Suppliers
    • Items
    • Presses
    • Stock
    • Dept Items
    • Themes
    • Portals
    • Is deleted removed form customer / contact exports
    • Security variable added
February 15, 2022

February 2022 Enhancements

(Released to Beta: Mar  10, 2022, Released to Public: Apr 6, 2022)

 

TRY OUR NEW RELEASE NOTE TRAINING

 

Customers

  • Added Language Option to Customer Bulk Actions
  • Added Customer Tag Filter to search

Contacts

  • Added Customer Tag Filter to search

Quotes

  • Added Customer Tag Filter to search

Orders

  • Added Customer Tag Filter to search
  • Activity Tracking
    • Orders Void/Unvoid
    • Orders Posted/Unposted

Items

  • Activity Tracking
    • Orders Deleted/Restored

Workflow

  • Additional Workflow Sort Options  Feature Request
    • Press
    • Stock

Inventory

  • Stock 3-Dot Action Add Print Inventory Label  Feature Request

Accounting

  • Closeout GL Account Expanded Details

Other

  • Accept Message to Unlock Login Fields for Active User
  • File Group Sort Index   Feature Request
  • Shipping Type Price Scales Feature Request
  • Exclude from Shipping Toggle (for Shippo products)
  • Orders Items Export  Feature Request
    • Additional Customer Tag Filters