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
• 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