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, we will deploy a new current release 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 10.0123: 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.


Accounting

No new features for the Accounting module at this time.

Estimates

Invoices

You can now select multiple lines and delete them on an invoice or estimate.

Payments

Credit memos

Delivery Invoices


Assignments

No new features for the Assignments module at this time.


Autos

No new features for the Autos module at this time.


Calendar

Added a Clear button to the Resource Filters to quickly de-select all technicians from the list of displayed users on the calendar.


CRM

You can now import an Excel list of your customers or contacts without having to send the list to Support!

The Wild Card Search on the CRM list now includes all the Contact Methods when you perform a search.


Inventory

No new features for the Inventory module at this time.


iPoint Support

No new features for the Support module at this time.


Items

No new features for the Items module at this time.


Marketing

No new features for the Marketing module at this time.


Projects

No new features for the Projects module at this time.


Proposals

Changing the date on a proposal printout now prompts you to update the date on the contract, too.


Purchase Orders

The Master Item button on a purchase order line now includes the Print Labels checkbox. So, now you can cause Product Customer Tracking Labels to print when the item is received.

Individual line items on Purchase Orders can now have unique Tracking Numbers assigned.


Reports

No new features for the Reports module at this time.


RMA

No new features for the RMA module at this time.


Sales Orders

We added a new button on the Sales Order Product tab to quickly display the list of products that have not yet been delivered


Settings

No new features for the Settings module at this time.

Permission Sets

Punch Lists

QuickBooks

Custom Templates

Document Builder

Added Customer Job Position as a merge field

Module Settings

Integrations

We made an adjustment to the email signature used on the Credit Card Processing email notifications

Morning Coffee

Beta

We’ve introduced a new feature that makes the Purchase Order number match the Sales Order number where it originated.


Time Clock

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


Vendors

No new features for the Vendors module at this time.


Work Orders

The Work Order List now displays the estimated time to complete each work order. Use a sort filter to display the estimated time to complete a number of work orders sorted by technician, customer, or other options.

iPoint Version: 10.0913
Last modified: 21 Sep 2021

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