Release Notes: February 13th, 2023

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

  • The purchase order search in the purchasing queue can now search by Product Name.
  • Added Contact Cell Phone field to the Loyalty Loop integration.

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

  • Fixed an issue that was producing more results than expected from order search.
  • Queues now sub-filter by due date when filtering by different column data.
  • Fixed an issue that was causing the automated Order Completed communications to not fire when the completion is triggered by the removal of a product.
  • Fixed an issue that caused machine profile income account overrides to not correctly apply.
  • Fixed an issue that was causing the Cancelled estimate status to display on the Order Status dropdown of order search.
  • Fixed an issue causing Clover Connect card readers to not be able to connect to CoreBridge.
  • Fixed an issue with the Part Amount Needed and Part Amount Used reports that was displaying the incorrect amount for linear feet parts.
  • Fixed a display issue on some tablets that was causing additional HTML to display in the email invoice window.
  • Optimized salesperson reassignment to be able to handle reassignments of over 2,000 customers.
  • The last login column under Management > Users now sorts correctly by date.
  • Fixed an issue that was causing shipping fees to be cleared out after voiding all products on an order.
  • Fixed an issue that was rarely displaying the incorrect timezone on online credit card payments.
  • Fixed a rare issue that caused product-level discounts to apply incorrectly to quick product setup fees.
  • Fixed an issue with the company fax field that was leading to customer creation to fail if the contents were too long.