Release Notes: July 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 / Changes / Fixes


  • Fixed an issue with Quick Products that required you to click on the name instead of being able to click anywhere on the line where it was listed to add the Quick Product during estimate/order entry.


  • Added a completely new report, the Sales Overrides by Salesperson report which will list any orders that have an overridden income accounts and/or sales amount.
  • The following are new 2nd generation reports that replace our older report formats. You can learn more about 2nd generation reporting here.
    • Sales by Industry Type
    • Sales By Customer Origination
    • Sales By Order Origination
    • Sales by Customer Type
    • Estimates by Industry Type
    • Estimates by Customer Origination
    • Estimates by Order Origination
    • Estimates by Customer Type
  • Corrected an issue with the Sales by Customer Summary report where the label for the Company Name column was appearing as Customer Origination in addition to adjusting the header level date ranges to match the report date ranges. 


Enhanced the ability for users to quickly identify destinations when working within the Destinations Built Queue and Order View (Address Info) tab.

  • Within the Order View (Address Info) tab 
    • The Destination # was changed from 1,2,3, etc. format to D1, D2, D3, etc. 
    • The Destination Description was added as a column immediately after the Destination #.
  • Within the Destinations Built Queue
    • The Invoice # column was changed to include the Destination #.
      i.e. If you have Invoice # INV-1000015 with 3 Destinations, when viewing those destinations in the queue you they will display as Invoice # INV-1000015 D1, INV-1000015 D2, etc.

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