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Pro Cloud Release Notes

v539 Released 11/9/20

New

  • DM Online Payments: New designs and enhanced mobile designs for client interface
  • 1099 – NEC forms added

Fixes/Updates

  • Delivered Date not appearing properly on Project Status Report – Full Detail Version
  • Change Review/Send banner to be a notification on Review/Send button
  • Remove the check to Send Later for convenience fee invoices for Stripe charges
  • Exporting Proposals Grid on Proposals and Documents Window does not include all columns
  • Ex-employees still get task notifications when creating a task for “everyone”
  • Long Vendor Email causes Inventory PO’s not to process
  • Aged A/R report can get invalid date error when exporting to Excel
  • When no deposit was applied to an invoice, the Client Statements do not show Items (when Show Items option is selected)
  • Clicking the Inactive check Column on the Proposals Window asks to mark the Proposal Complete (instead of inactive)

v538 Released 9/29/20

New

Stripe Integration

  • Accepting ACH or bank transfers
  • Ability to pass through the processing fees automatically to your clients
  • Process refunds through Stripe using the returns and credits system

Fixes/Updates

  • Improved multi-page PDF Proposal/Invoice display on mobile devices
  • Changed Pro Cloud database for new customers to have sales category for fees pre-populated in company settings
  • Updated TOS in product
  • Fixed: Stripe payments less than $5

Deprecated Features

What will no longer be included in Pro Cloud in order to modernize and enhance user experience…

  • Pop-up credit card window when only Stripe connected and manually adding a cash receipt

v537 Released 8/11/20

New

Fixes/Updates

  • Fixed: Payment status emails with multiple email addresses not going through
  • Fixed: Modern Proposal cuts off with long ‘check’ information and totals cutting off when in millions

Deprecated Features

None

v536 Released 7/21/20

New

Fixes/Updates

  • Fixed: Error message when printing Spec Search
  • Fixed: Deposits showing improperly or not showing on certain Proposal formats

Deprecated Features

What will no longer be included in Pro Cloud in order to modernize and enhance user experience…

  • Toolbar Customization
  • Look and Feel Customization or User Setting – Themes
  • QuickQuote button

v535 Released 6/15/20

New

Streamlined Client Documents: Proposals and Invoices

  • Documents will open in a browser as a pdf file and can be shared as a url 
  • Send button has been brought to the main document window
  • Added the ability to send multiple documents at one time 
  • Review and Send Feature where Proposals and invoices will appear on the review and send window so you can send them all at once instead of one by one
  • Send Status – see who sent the document and when they sent it
  • Updating documents has been enhanced by an update button, tag column and right click menu for faster navigation
  • Simplified proposal creation with removal of accept or reject step
  • Proposal History – ability to see proposal changes through a history of revisions

Simplified payments

  • All customer emails now include payment links to pay Proposals and Invoices
  • Added an easy-to-use payment page with no client login required
  • Payment status emails will be sent to notify DM users when clients have made payment
  • Need TSYS account to process payments currently, but in 6-8 weeks we will have another release that will include an integration with Stripe to process payments

Fixes/Updates

  • Fixed: Error message on Inventory Tear Sheet export
  • Fixed: Error message on Proposal Window when sorting and searching
  • Fixed: Error message when searching by PO on the Vendor Invoices Window
  • Fixed: Show tagged only option not working on layout of Client Invoices
  • Fixed: Project Summary version of Project/Order Status Report

Deprecated Features

What will no longer be included in Pro Cloud in order to modernize and enhance user experience…

  • ClientConnect portal, document viewing, and lead collecting
  • Document Reprint button replaced with PDF link on document number
  • Update proposal setting; now added as a right-click, “update” option on the proposal window
  • Letterhead printing on proposals

v534 Released 2/18/20

New

  • Report Links are here!  Design Manager reports now open in your web browser as a PDF file type for an even better user experience.

Fixes/Updates

  • Fixed: Adding items from the tree view can cause application error
  • Fixed: Time items going to status of ordered when entered instead of needs to be invoiced
  • Fixed: The Sales Journal Sales Category Summary does not have entry for Items with no sales category
  • Fixed: Search in the description field of new Delivery Tickets and PO/WO’s
  • Fixed: Aged Accounts Receivable Detail Report cuts date column off
  • Fixed: Balances on Open Purchase Order and PO Listing reports Summary and Detail
  • Fixed: Column headings on component window, order status tab, and grids
  • Fixed: Open PO and PO Listing Summary and Detail do not match when additional components are added to the vendor invoice not on original PO
  • Fixed: PNG file types upload slower than other picture file types
  • Fixed: Error picking help button on the client glossary – clientconnect – users tab
  • Fixed: Re-printing an invoice can show wrong format when company information has never been saved
  • Fixed: Sort the Material Reference by Specification Number
  • Fixed: Number of Expenses Total on Misc. Project Expense Listing
  • Fixed: Error when closing PO on Purchase Order Window when it is the only PO on the grid
  • Fixed: Description can run into Unit Price column on Commercial Invoice
  • Fixed: When the statement style is set to the first style type on the list in company advanced options, the statement report does not show the options to select a different style
  • Fixed: Dates on G/L Transaction Register Report
  • Fixed: Help manual opens behind DM program window when editing or adding a project

v533 Released 12/15/19

New

  • For clients using Item Groups, new document styles for Proposals and Invoices have been added to show the Group Price totals only.  Single Item prices will not appear on these styles.
  • Ability to have custom documents and reports in the latest version without needing custom software.  There is an additional charge for the custom document to be created.
  • Use the Copy Image Address option on a vendor’s website to copy to the clipboard.  This will allow you to paste the URL on Picture tabs inside items and components to display the image.

Fixes/Updates

  • Fixed: The description column in the catalog is not sorting and therefore unable to search.
  • Fixed: No Current Record in To Do List when list is blank and creating a new task for another user
  • Fixed: Using OK add to create new items does not remember or look at the project default Bypass WIP setting
  • Fixed: Double click not working on Company Window – Budget Tab
  • Fixed: If you rename the Sales Tax title, the Modern formats of Proposal do not show the proper title
  • Fixed: Print with pictures check box is not being remembered on Purchase Order or Work Order
  • Fixed: Suppress Bid Spec Prices visible from advanced button on Proposal Window, remarks tab
  • Fixed: Incorrect phone # formatting on showroom reports
  • Fixed: Enhanced loading speed when updating Components on the PO on the Purchase Order Status Window
  • Fixed: Budget Entry warning not appearing when enter time through Employee Time Window

v532 Released 8/21/19

New

  • Enhancements to Activity Log.

Fixes/Updates

  • Fixed: Item description formatting should no longer follow only the first line of description when Item or Component Name fields are used.
  • Fixed: Time WIP report should show time entries that are on credit invoices and not re-invoiced.
  • Fixed: No current record error received when add a new item in specifications, if showing completed items for a project with no completed items.

v531 Released 8/5/19

New

  • Account Management Portal has been added to the File Menu.

Fixes/Updates

  • Fixed: Text Wrapping on Classic Style Statements.
  • Fixed: Vendor email addresses over 50 characters when adding or editing a Purchase Order.
  • Fixed: Full attribute titles and text wrapping on descriptions for both styles of spec sheets.
  • Fixed: Alignment and character limits on To Do List Tasks and Appointments.
  • Fixed: Character limits on Group name increased to over 60.
  • Fixed: Activity log for budgets updated to show proper entries created.
  • Fixed: Removed the ability to delete a room location from a project if there is a budget for that location.
  • Fixed: Date/Time on the User Activity Log (should show users location time zone).

v530.6 Released 6/12/19 – New Features!

New

Fixes/Updates

  • Fixed: Whiteboard adding images to items and commiting them to projects then changing images and projects in turn.
  • Fixed: Updated error messages in Mobile App.
  • Fixed: Journal Entries showing incorrectly on window but posting correctly.
  • Fixed: Material Reference Report allows for the 20 character range now for SpecTemplate and Plan No. fields.
  • Fixed: Error Message when no phone number is entered and zip code is used with the client name for the code in Point of Sale.