Release Notes: May 11th, 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

  • Added a Customer Salesperson column to both the  Sales by Volume/ Frequency Report. This report can be found in the Reports Module > Sales > Sales Reports. 
  • Updated the Dashboard Alerts to include the Order Description, when applicable.  
  • Updated the Work Order Report to only show the most recent, active Production Notes.
  • Refined Product notes to provide a better user experience. Below are some additional details:
    • Combined the option to view and add product notes with the same button while using Quick Search. 
    • Product Notes can now be deleted by clicking the Trash can icon. Deleted Product Notes can be viewed by ticking the "Show Deleted" checkbox.  
    • Below are some additional things to keep in mind regarding Product Notes:
      • Order Entry > Clone Product - Product Notes are NOT copied
      • Order Entry > Create Quick Product - Active Notes ARE copied
      • Clipboard Product - Active Notes ARE copied
      • Deleting notes when managing a Quick Product completely removes them, they cannot be restored.