Release Notes: April 3, 2017

An update was released to all systems. Following are release notes related to new features, changes made to existing features and functionality, and fixes for previously reported issues. If you have questions, please contact our support department for assistance through our support site here or by emailing


New Features

Product Level Discounts - Users can now add discounts at the product level during order entry. This feature allows you to add either a percentage or dollar amount discount to products. This discount will display on Estimates and Invoices. [Support Article]

Customer Level File Management - Customer Level File Management has been added to the optional File Management feature. [Support Article]

Statement Templates - Users can now choose between two templates, v1 (original) and v2 (latest/current) for Estimates, Invoices and Statements. [Support Article]

Email Attachments - Users can now attach files from their local file system to outgoing emails. [Support Article]

Updates and Changes

  1. United Arab Emirates (AED) and New Zealand (NZD) have been added as currency options in the Localization section of the Management Module.
  2. Performance improvements to the User Timeclock.
  3. Product level Follow-Up dates on Estimates now function independently.
  4. Various other minor fixes and UI improvements.

Additional Resolutions

  1. Corrected an issue where Customer Portal payments showed entered by as cbms.admin in the Payment History modal.  Customer's email address should show instead.
  2. Fixed an issue related to saving alerts that use the "When ALL of the following conditions are met:" option.
  3. Resolved an issue with the user email preference setting "Include Me On Outgoing Emails: As a BCC".
  4. Corrected an issue where using Update All Products from the Order View page was not properly updating product sub-status.
  5. Fixed an issue related to customer merges on multi-location systems.
  6. Corrected an issue related to discount breaks by square meter.
  7. Fixed several issues related to payments made through the Customer Portal.
  8. Fixed a date sorting issue on Customer Account History page.
  9. Fixed a UI issue related to editing modifiers in the management module.
  10. Resolved an issue related to Work Order settings from Product View page.
  11. Fixed an issue with Product Descriptions not showing properly on Order View page.
  12. Various other minor fixes and UI improvements.

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