Release Notes: April 20th, 2020

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 User Permission settings by creating rights to bypass the required "Reason for Estimate/Order edit". The new rights are located in Management Module > Users > Specific User > Access Rights > Sales Module.
  • Added the ability to Clone Purchase Orders in the Purchasing Module.

General Fixes / Issues
The issues below were resolved in this release.

  • Alerts - Corrected an error where the New Customer is Created alert was not properly displaying the associated salesperson. 
  • Customer Communication Templates - Corrected the double-spacing issue when editing a template. 
  • Customer Payment Report - Resolved an issue with the "Show Master Payment Details" option not properly displaying the Master Payment ID and Payment ID values correctly.
  • Customer Phone/Address List Export Report - Fixed a typo on the Industry Type column. 
  • Customer Search - Corrected a issue with the display of the Primary Contact Name and Email in the results list.
  • Sales Monitor - Adjusted the Sales Monitor to display properly when viewed with different browser sizes/resolutions.