Release Notes: February 18th, 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 the Estimate View Settings to allow the user to decide whether the settings persist (carry-over) when the Estimate is converted to an Order. In addition, the Custom Text 1 and Custom Text 2 boxes were re-worked to make it more clear whether the text displayed in those boxes was from the global estimate/invoice settings or whether the text was overridden by the user. You can learn more about these changes by reviewing this article.

General Fixes / Issues

The issues below were resolved in this release.

  • Resolved an issue that prevented the use of a combination of Upper and Lowercase characters in the Location email address due to a domain validation routine in CoreBridge. 
    i.e. If your domain was entered as but the Location email was the validation failed thus preventing you from using that email address. 
  • Applied some formatting changes (line breaks, carriage returns, etc.) to the Reset Password emails to improve readability.