Release Notes: September 26th, 2022

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 / New Features

  • Customer Portal Reorders now display a "Customer Portal Reorder:" prefix rather than a "Reorder:" prefix.
  • Added an event to order history for when a customer is changed on an order.
  • Added an event to order history for when an order is made taxable or non-taxable.
  • Adjusted the interface on mobile to make it easier for users to clock in and out.
    • While accessing the site on mobile, click the symbol in the top-right of the screen to be able to access preferences (where you can clock in and out), File Management (If applicable), or Log Out: Image
  • Report Module:  Part Detail Report:  Added columns that outline the prior cost and retail of parts where applicable, and the date the cost/retail was updated.
  • Management Module:  Test Pricing Functionality Enhancement:  Parts set to a Pricing Template with custom properties will now result in an optional redirect to Quick Price in the Sales module.  Parts that do not have pricing templates that include custom properties will not be impacted by this feature.
  • Purchasing Module:  Added sorting enhancements to the Inventory tab of the Purchasing module: Image
    • You can now sort by the Part Name, Status, Quantity on Hand, or Re-Order Point Quantity.
    • Status updates based on whether the quantity on hand is below, at, or above the re-order point quantity. 
    • You can now hide items that aren't kept in stock and filter by part type (Inventoried, Non-Inventoried, and Service)
  • Improved load times on the search payments screen.
  • Added several enhancements to improve payment functionality for systems using 3D Secure card authentication.

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

  • Fixed an issue that rarely caused the product email envelope button to duplicate.
  • Fixed an issue that caused the email envelope button to not populate in several queues.
  • Improved error messages when machine profiles were only partially selected during order entry.
  • Fixed a rare issue where the invoice attachment symbol would fail to display.
  • Fixed an issue that was causing cloning to fail in the Order Search screen in rare scenarios.
  • Fixed an issue that allowed checks to be reversed if they were associated with an overpayment.
  • Fixed an issue that rarely stopped sub-statuses from triggering associated responsibility flags in the queues.
  • Fixed a spelling error on the Reconciliation screen.
  • Fixed an issue that allowed users to enter a custom email address on the Locations tab without first setting the email domain up under Management > Global Settings > Domain.