Change Log

iPoint Deployment Cycle Explained

Once an official release is finalized, it is automagically released so that everyone is on the current version.

However, development continues after an official release is created and the code can change based on a couple of elements.

  • As bugs are discovered, they are squashed and fixed in the βeta release.
  • As community members suggest feature requests and they are developed, they are added to the βeta version of the software.

The βeta version of the software is then deployed based on one of the following criteria:

  • Any community member who utilizes the software where the bug resided will be updated.
  • Those requesting the new feature will be updated if they have agreed to be a βeta tester.

Once bug squashes and feature requests have been fully tested, a new current release will be deployed to everyone.

Features documented on this page have been added since the last release. This page is updated as new features are created and updated. However, these features are not yet part of an official release, so you may not be able to use them until the official release is complete. This page will help you see the ongoing work being completed by the development team. Note: While this list isn’t comprehensive; it does list the majority of the changes and upgrades we’ve made to iPoint.

Key
New Feature
Updated Feature
Bug Squashed
Changes to Mobile iOS
New in 10.0603: New features are highlighted in the manual text in green along with the version number where the feature first appeared.


Navigation Dashboard

No new features for the Dashboard at this time.


Proposals

No new features for the Proposals module at this time.


Sales Orders

Added the ability to pull Sales Order time into the corresponding Project. This is used if that step was ignored during the initial creation of the Project.


Projects

A user can now adjust the Qty Added field on the Add Parts tab of the Project.


Work Orders

When creating a new work order, the Start Time will now display the upcoming half-hour time when you click the Today link.

A user can now adjust the Qty Added field on the Add Parts tab of the Work Order.


Accounting

No new features for the Accounting module at this time.

Estimates

Invoices

Payments

Credit memos

Delivery Invoices


Assignments

No new features for the Assignments module at this time.


CRM

Notes that are marked Internal are now flagged as such.


Vendors

No new features for the Vendors module at this time.


Items

QuickBooks sometimes has difficulty syncing a large number of items at one time and will error out. If this is your situation, we’ve created a magic button to help you define which records to sync.

When viewing the QuickBooks comparison details on an item, you can now link directly to the item in QuickBooks.


Inventory

No new features for the Inventory module at this time.


Purchase Orders

No new features for the Purchase Orders module at this time.


RMA

No new features for the RMA module at this time.


Settings

Users

Added an option for individuals with color vision deficiency on the QuickBooks Sync indicator button color.

Permission Sets

The Proposal number is now locked and uneditable unless a user has the appropriate permissions.

There is a new permission setting that restricts the view of work orders. When activated, a user will only see a work order that they are the technicians, salesperson, or project manager.

Punch Lists

Notification Builder

Proposal-related notifications can now be customized.

QuickBooks

Syncing the RFP payment item from QB used to take forever. Now we have a streamlined way to sync Discount items from QB.

Added a new option when syncing items from an invoice to keep the Sync to QB window open.

Custom Templates

A custom template can now be set to hide the quantities for each line item.

Document Builder

Module Settings

When items are added to a purchase order, but the PO is not submitted, the quantity-on-order will display red on the Purchase Request Manager and the Sales Order Product Manager with this new option.

We have removed the ability to over-deliver or over-allocate product on a sales order. Now you need to create a change order to increase the allocatable or deliverable quantity. For those of you who really like over-delivering/allocating, as we did in the old days, we added a setting where you can allow over-allocation/delivery.

There is a new setting that causes new items to default to non-taxable.

The auto clock-in feature of the Proposal now also tracks time on the Scope field and the Designer.

Integrations

Some Community Members have found that the built-in web viewer does not integrate with Google based on their network environment. We have created a new method of integrating the Point calendar with the Google calendar using the computer’s default web browser for those situations.

Added a list of common errors when processing Credit Card Payment transactions

Morning Coffee


iPoint Support

No new features for the Support module at this time.


Reports

No new features for the Reports module at this time.


Autos

No new features for the Autos module at this time.


Time Clock

No new features for the Time Clock module at this time.


Calendar

The Resource view of the calendar can now display two or three weeks at a time.


Marketing

No new features for the Marketing module at this time.

iPoint Version: 10.0615
Last modified: 16 Jun 2021

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