Release Notes: February 4th, 2019

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 / Refinements

  • Enhanced Email Alerts for New Order, New Estimate, Estimate Converted to Order to include the Description and Subtotal Price. 
  • Added a filter for Order Origination to Estimate & Order Search.

General Fixes / Issues

The issues below were resolved in this release.

  • Added validation rules to the creation of Tax Group and Tax Agencies to prevent the chance of creating duplicate groups and agencies. 
  • Added user permission restriction for Product Level discounts to the Order/Estimate Permissions > Able to Apply Order Discounts Up To __ % permission.