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 11.0316.
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.
.
.
.
Key
New Feature
Updated Feature
Bug Squashed
Changes to Mobile iOS
New in 11.0316: New features are highlighted in the manual text in green along with the version number where the feature first appeared.
![]()
Accounting
Accounting Invoices
Fixed an issue where a user could change an invoice line item after the allocation record was created, causing the display of the Allocation window to show the wrong item name
Fixed an issue where an invoice line could be deleted with return stock still applied
![]()
Assignments
Assignments Assignments added to a work order will also show on the related Project and Sales Order. 
![]()
CRM
CRM We added the shipping address, Lead Source, Customer type, and Archive status to the Excel export of CRM details.
![]()
iPoint Support
iPoint Support We’ve added a new Release Notes window to see details about new releases.
![]()
Items
Items Fixed an issue with some QR codes not printing on location labels
Added Stock On Order and Allocated On Order to the Stock by Location tab of the Master Item Details.
![]()
Purchase Orders
Purchase Orders Fixed a bug in substitutions from a PO and improved the speed of the substitution
The line item Options button has expanded functionality, including releasing allocations, back-ordered details, and special purchase notes.
![]()
Reports
Reports Fixed a bug that caused the Next Install Date summary to exclude the totals when printed.
![]()
Settings
Settings Permission Sets
You can now grant individuals access to perform physical inventory counts with permission for the Physical Count.
Custom Templates
Added {Customer Bill To} address to the list of available Merge Text available on the Contract Text.
Module Settings
You can now require that the Project Manager field is defined on a Proposal.
You can customize how Milestones will appear on the calendar by using Merge Text fields.
![User Settings module]( "User Settings module")
User Settings
User Settings Many user settings that had to be set by an administrator in Settings are now available in this new module.
![]()
Work Orders
Work Orders We’ve worked to increase the load time speed for Work Orders with multiple tasks.
Fixed a bug that prevented archiving work orders from the Web interface