March 2023 Enhancements

March 16, 2023
March 20, 2023
May 2023 Enhancements
June 5, 2023

(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