02-2025

02/14/25

• Added a new 'Show/Hide Composed Processes' toggle when composing a Part Number process
  • When enabled, users can search for composed processes in the dropdown; when disabled, composed processes will not appear
  • Additionally, a new 'View Composed' toggle has been added to the Processes tile
• New 'Select All Paged Customer's Quotes' button
  • This will automatically select all other quotes on the same page that belong to the same customer

02/11/2025

• Added a yellow button on Workboards that allows a user to view a Work Order Review when parts are grouped by Work Order and a sign-off is needed
• Added an email setting to include the user name in the email sender name

02/10/2025

• Improvements to Email dialog
  • Set default messages for each email type
  • Add external attachments to any email
  • Re-use previous contacts for that email type per customer
• Added features for CRM
  • Steelhead email inbox
  • Email threads for easy organization
  • Email history for easy access to replies for each email type

02/06/2025

• Added date filters to the Bills table
• Added Price column to the Prioritization and Schedules table
• Added Employment Records and History

02/04/2025

• Created new Domain setting 'Invoice Date From Invoice Node'
  • When enabled, the date of the most recent part transfer into/past the invoicing node will pull into the 'Invoiced At' field on an invoice