October Release Notes

Trinity

OASIS Online [ W1204C2]

Leads - CRM Tool added for Growth,Business, and Enterprise Online Plans.
Added improvements to the Manufacturer Effort Report.
Users can now create kits using the Make Kit feature previously available in OASIS Desktop.
Freight allowances will now automatically adjust when order totals change.
Added line-level price lookup functionality to Online Orders.
Users can now create shipping lines when working with Commissioned Invoices.
Added scaling, horizontal and vertical fit options, and landscape orientation to the Submittal Editor.
Added Warehouse Pick functionality for Resell Orders.
Users can now choose to create an Invoice or Credit when creating an invoice from the Invoice Listing.
Added the ability to change passwords and enable two-factor authentication for Customer Portal contacts.
Added a contact drop-down menu in Projects.
Added a warning when no rows are selected for an action.
Added the Enter Key preference previously available in OASIS Desktop.
Users can now delete multiple selected lines at once, with immediate feedback when lines are deleted.
Improved the Catalog field in Online Orders to support free-form values.

Corrected an issue with Internal Notes.
Corrected an issue where landed cost was not cleared when unchecking the Resell option.
Corrected an issue when loading Stock Status in Online Quotes.
Corrected an issue where the Tab key did not move to the next cell in the Shipping toolbar.
Improved editing selections from drop-down lists.
Updated Bid Like status functionality to match OASIS Desktop.
Corrected an issue when adding a contact while sending a quote.
Corrected an issue where Project totals did not display consistently for Buy and Sell Orders.
Corrected an issue where the Date Received field used the invoice creation date instead of the user's current date when creating an invoice from an existing invoice.
Updated the appearance of totals in Commissioned Invoices.

New Development

Updated the Collected Tax Report to display check numbers.
Added warnings for large attachments. PostgreSQL users will receive additional warnings for attachments exceeding 512 MB, with attachments exceeding 800 MB requiring a linked file.
Increased the logo size on RMA Response prints.
Adjusted spacing between Manufacturer and Part Number on Change Order prints.

Bug Fixes & Clean Up

Corrected PDF processing and page formatting issues.
Corrected an issue where imported Submittals could contain repeated pages.
Corrected an issue with Customer Copy prints where account-coded lines were not properly included in totals.
Landing Factor and Currency will no longer be automatically calculated for charge lines.
Corrected an issue on macOS where creating a new Submittal section could overwrite the part number.
Corrected an issue where Summary Reports would not print when using PostgreSQL.
Corrected an issue where Batch Report emails could fail to send correctly.
Made additional PostgreSQL compatibility improvements.

Updated the SpecSeek Portal to send a welcome email with an account setup link when creating a new team member.

[Cooper] Added support for enhanced notes when receiving quotes from the factory.
[Cooper] Improved the Cooper Object Cache.