This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint.
These features are all current as of Version 10.1228.
Many of the features have been written about in our manual. The “Read More” link takes you to the manual page for all the documented details.
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Key
New Feature
Updated Feature
Bug Squashed
Changes to Mobile iOS
New in 10.1209: New features are highlighted in the manual text in green along with the version number where the feature first appeared.
Dashboard
Users now have control over some of their own system settings.
CRM
We added the Lead Source field to the Excel Export in CRM > Options > Actions > Advanced > Export to Excel
Inventory
The Physical Inventory Count can now be completed from the Inventory Dashboard, so you no longer need to run the Stock Levels By Location report to access physical inventory counts.
Items
Added inventory stock counts to the Export to Excel option on the Items list.
Proposals
We have enhanced the ability to update items on a proposal from the Item Master. Now, you can select specific items to update in bulk, rather than updating them individually or updating every part of the proposal at once.
Purchase Orders
Previously, nothing happened if you tried to delete a purchase order and didn’t have permission to do so. So we added a pop-up notification letting the user know that they do not have permission to delete the PO.
Settings
Permission Sets
New permission allows users to override prices of items marked No Discount.
A permission setting has been added to restrict users from changing the payment schedule on a proposal or sales order.
Permissions can now control physical Inventory Counts.