Release Notes: April 30th, 2018

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

Enhancements / Optimizations

  • Optimized the Sales by Volume/Frequency report to decrease load time. 
  • Changed the Queues in the Sales Module to display a contact's cell phone number if their work phone number is blank.
  • Customer Portal: Added the Product Summary information to the Order View. 

Resolved Issues

  • When printing work orders, choosing the Download as PDF option resulted in a file in ASPX format rather than PDF format. 
  • Inadvertent duplication of email addresses in the CC & BCC fields when closing and re-opening the email window without first refreshing the page in the browser. 
  • Corrected issue with modifiers that allowed a user to save a modifier without first specifying a variable rate. This led to the user encountering an error when attempting to edit the modifier in the Management module. 
  • In Part Settings within the Management module pressing Enter on the keyboard initiated an inadvertent save of changes. 
  • Dormant Customers report was incorrectly including companies that were created after the Inactive Since Date rather than only ones before the specified date. 
  • Incorrect spelling within the Customer Deposits Summary within a Reconciliation in the Accounting module. 
  • Report error when attempting to print an Invoice or Estimate when the Unit Price was greater than 9 digits.
  • Adjusting the product position within an Order edit did not carry over to the Order Search screen within the Sales module. 
  • Report error when attempting to load the Sales by Part, Modifier, etc. reports by Created Date. 
  • Packing slip was displaying Ship To label regardless of the destination method (pickup, delivery, ship, install, freight) chosen.