Release Notes: September 7th, 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 green underline to help distinguish your selection when hovering on the menu in the Customer Portal. In addition to adding a number indication bubble for number of estimates or orders requiring customer action.  

    Note: Customer action items could be awaiting proof approval, estimate approval or past due payment requirements.

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

  • Alerts: Updated the alert for "A new customer is created via API" to include new customers created via Zapier. 
  • Avalara Integration: Fixed a tax display issue from the Order View page when clicking the "Tax" button for centers integrated with Avalara. 
  • Direct Order Link: Fixed an issue that caused the Direct Order Customer Portal not to load when trying to access it from the Direct Order Link. 
  • Online Payments: Corrected an issue that caused an error message to display when trying to enter an online payment.
  • Translation Issue: Fixed an issue where users were unable to edit or clone orders from the Order View page when using the translation functionality. 
  • Translation Issue:  Resolved an issue where the customer portal currency settings were not displaying as expected when using the translation functionality.