Release Notes: March 6th, 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

  • Added Default Cloning Options to Management > Global Settings > Ordering
    • These settings allow for the customization of which options appear by default when manually cloning estimates or orders.
    • Customer Portal Reorders and Editing Completed Orders are not impacted by these settings.
  • Added the ability to move formula groups to the left and right on Modifier templates.
  • Estimates for Customers with required Purchase Order #'s now include some additional visual elements in both the portal and the order information page to indicate when a Purchase Order # has not yet been applied to the estimate.

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

  • Fixed a number of issues with the Email Estimate/Invoice windows, including margins being offset and issues being able to toggle the HTML editor.
  • Fixed an issue that was causing the mover to detach from the Flags window when entering a new customer flag.
  • Fixed an issue with the Sales Discounts Given report that was causing the Total row to display the incorrect total.
  • Improved the error message displayed when attempting to add a part with a duplicate name.
  • Fixed an issue that would cause the Destinations Work Order to display the Sales Center DBA instead of the Destinations Pickup Location DBA.