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ISQuote version 7.7

Release date: December 1, 2022

ISQuote Release Information Page

New Feature:  Quote Line Part Search - Quick Entry
 

Quote Line Part Search/Edit Item now includes ADD PART/ADD KIT/ADD SERIES buttons when available. 

 

IMPORTANT:  Items can be added as previously entered by clicking Add Part on the far right or hitting enter on your keyboard 

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                                                                                  Add Part            Add Kit          Add Series

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Changes

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Reports - Added inactive Mfgs on Reports selection so users can run reports on inactive mfgs.

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inactive mfg report.png
add parts.png

 

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Other Updates/Bug Fixes

  • Item Import: Update ItemImage import control to allow for files to update the database ItemsFiles

  • Item Import: Display UM field on New Options Import

  • Item Import: Fix bug where UM field on New Options Import would map but never update the table field

  • Edit Quote: Fix bug where Clicking Save from the EditItem redirect wasn't updating QuoteRecord DateChange and ChgUserID

  • Edit Quote: Check to see whether a regular kit is being added or if items are being added to an existing kit.

  • Edit Items: Add Kit; fixed typo, message should say lines added to Kit

  • Edit Items: Update message to display the MfgID and Partnumber of the deleted line (Kit Lines

  • Edit Items: Fix bug where Clicking Save from the EditItem redirect has a different ListPrice than the Quote would update the Quote line ListPrice, even if the User did not update the EditItem ListPrice

  • Import Item Nets: Lookup customerid with/without space

  • ShowJobTablePage/ShowVQuoteDetail: Fix bug with QuoteType defaulting to "None"

  • ShowJobTablePage: Add new OAuth method for Office365/Azure mail

  • Reports JobNotes: Limit Note characters since emails can produce 100,000s of characters in notes. Limited to 10,000 characters

  • Misc: Improved ItemImage logic and overall handling

  • Misc: Fixed width issue of ItemImages being larger than 300

  • Misc: Allow TimeZones that don't use Daylight Savings

  • Misc: Updated warning color of Toastr to a darker orange; too hard to read previously

  • Misc: Create logging event class to log events we don't need users seeing in the UI

  • Edit Site: Remove special characters from picture filenames

  • Edit Site: Added UpdateItemImagesButton to allow database ItemImages to be updated based on ItemImage files

  • Edit Site: Add User/Admin Authentication for Office365

  • Edit User: Warn users of old/weak passwords

  • XLS Template Report: fixed bug with MfgID+ItemType in sheetnames was too long

  • XLS Template Report: created new report for Jobs by Quoted Item Category

    API CHANGES

  • API: Added Contact Post (Add/Update) to Contact API

  • API: Added API_CustomerImportKey_Required

  • API: Add Sync Blank Email address (Y/N) setting to API_Partner

  • API: Add CustType as parameter for Contact and Customer APIs

  • API: Add Customer/Contact ImportKey and ImportSource as parameters for Contact and Customer APIs

  • API: Updated Sync API to only allow Repfabric

  • API: Added Territory/ContactType/JobCategory endpoints

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