SalesPad Mobile Release Notes

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Version 1.3.47.4
Version 1.3.47.3
Version 1.3.47.2
Version 1.3.47.1
Version 1.3.46.1
Version 1.3.45.1
Version 1.3.44.3
Version 1.3.44.2
Version 1.3.44.1
Version 1.3.43.3
Version 1.3.43.2
Version 1.3.43.1
Version 1.3.42.1
Version 1.3.41.5
Version 1.3.41.4
Version 1.3.41.3
Version 1.3.41.2
Version 1.3.41.1
Version 1.3.40.1
Version 1.3.39.1
Version 1.3.38.3
Version 1.3.38.2
Version 1.3.38.1
Version 1.3.37.1
Version 1.3.36.2
Version 1.3.36.1
Version 1.3.35.4
Version 1.3.35.3
Version 1.3.35.2
Version 1.3.35.1
Version 1.3.34.2
Version 1.3.34.1
Version 1.3.33.2
Version 1.3.33.1
Version 1.3.32.1
Version 1.3.31.2
Version 1.3.31.1
Version 1.3.30.1
Version 1.3.29.1
Version 1.3.28.2
Version 1.3.28.1
Version 1.3.27.9
Version 1.3.27.8
Version 1.3.27.4
Version 1.3.27.3
Version 1.3.27.2
Version 1.3.27.1
Version 1.3.26.5
Version 1.3.26.4
Version 1.3.26.3
Version 1.3.26.2
Version 1.3.26.1
Version 1.3.25.1
Version 1.3.24.4
Version 1.3.24.3
Version 1.3.24.2
Version 1.3.24.1
Version 1.3.23.1
Version 1.3.22.8
Version 1.3.22.1
Version 1.3.21.2
Version 1.3.21.1
Version 1.3.20.4
Version 1.3.20.3
Version 1.3.20.2
Version 1.3.20.1
Version 1.3.19.3
Version 1.3.19.2
Version 1.3.19.1
Verison 1.3.18.1
Version 1.3.17.1
Version 1.3.16.5
Version 1.3.16.1
Version 1.3.15.2
Version 1.3.15.1
Version 1.3.14.4
Version 1.3.14.1
Version 1.3.13.1
Version 1.3.12.9
Version 1.3.12.8
Version 1.3.12.1
Version 1.3.11.1
Version 1.3.10.1
Version 1.3.9.1
Version 1.3.8.1
Version 1.3.7.1
Version 1.3.6.1
Version 1.3.5.1
Version 1.3.5.0
Version 1.3.4.0
Version 1.3.3.0
Version 1.3.2.0
Version 1.3.1.0
Version 1.3.0.11
Version 1.3.0.10
Version 1.3.0.8
Version 1.3.0.7
Version 1.3.0.6
Version 1.3.0.5
Version 1.3.0.4
Version 1.3.0.3
Version 1.3.0.2
Version 1.3.0.1
Version 1.3.0.0

Version 1.3.47.5

Release Date 7/29/22

iOS/Android/Server

ADDED: Setting: Enable Timestamp Comment Field: If set to TRUE, a new field will be added to the Sales Document Comments screen that will allow users to enter a comment with the timestamp prepended to it. Defaults to 'False'.
ADDED: Setting: Timestamp For Predefined Comments: If set to TRUE, timestamps will be prepended when adding predefined comments to a sales document. Defaults to 'False'.

iOS/Android

FIXED: Application: Setting the device's language to English and region to Ireland will not cause corrupted strings with incorrect accent marks and excessive exclamation points to appear in the app.

Server

FIXED: Sales Document: Transferring quotes to orders will no longer miss copying the line items in some scenarios.

Version 1.3.47.4

Release Date 4/25/22

iOS/Android

FIXED: Dispatch: When the setting "Forward Linked Docs on Route Stop Checkin" is enabled, and a dispatch checkin is performed when the app is in offline mode, any sales documents linked to that route stop will now be forwarded when the app next syncs to online; note that forwarding the same document multiple times while offline is not allowed, and the user will be informed if a document will need manual review after the next sync to online.

FIXED: Dispatch: When the setting "Forward Linked Docs on Route Stop Checkout" is enabled, and a dispatch checkout is performed when the app is in offline mode, any sales documents linked to that route stop will now be forwarded when the app next syncs to online; note that forwarding the same document multiple times while offline is not allowed, and the user will be informed if a document will need manual review after the next sync to online.

FIXED: PayFabric: Cards which do not have a card type can now be used without causing object reference errors. These cards can be mapped to GP credit cards via the Credit Card Type Mappings setting by entering an empty string on the GP side of a mapping. For example, "VISA:VI; :Test Gift Card" maps the Visa card type from PayFabric to a credit card named VI in GP, and blank card types from PayFabric to a credit card named Test Gift Card in GP.

Android

FIXED: Cards: The app will not crash when navigating away from a card which has many UDF tabs.

FIXED: Dispatch: The map button now opens a map application on devices running Android 12.

FIXED: Cards: Clicking on a Bill To or Ship To address while not editing a card now opens a map application on devices running Android 12.

Server

UPDATED: Application: The digital signature certificate for the app's files is now valid until May 13, 2025.

Version 1.3.47.3

Release Date 2/17/22

iOS/Android

FIXED: Sales Documents: Posted invoices which have canceled line items will not display incorrect document and line totals.

UPDATED: Accessories: Zebra Printer: The Zebra SDK is updated to the latest version.
UPDATED: Accessories: Zebra Printer: iMZ series, QLn series, RW series, P4T series, RP4T series, ZQ500 series, and ZQ300 series Zebra printers are now supported for printing ZPL receipts.

Server

FIXED: Prospects: Creating a prospect with a contact will not give a "Value cannot be null" error. (Introduced: 1.3.47.1)

UPDATED: Items: Item Shipping Weight is now a column on the Item Master system item. It can be used for reports and filtering.
UPDATED: Sales Document Reports: Added the Item Master table to the sales document report data set.
UPDATED: Sales Document Reports: Added the Sales Fulfillment table to the sales document report data set.
UPDATED: IIS Installer: The Service Login field is now labeled Service System User.

Version 1.3.47.2

Release Date 12/9/21

iOS

FIXED: Sales Documents: Trying to save a sales document when no Sales Line Item UDF tabs have "Can View" selected in the Tab Manager will not fail with an "Object reference not set to an instance of an object" error. (Introduced: 1.3.47.1)
FIXED: Opportunities: Trying to save an opportunity when no Opportunity Line Item UDF tabs have "Can View" selected in the Tab Manager will not fail with an "Object reference not set to an instance of an object" error. (Introduced: 1.3.47.1)

Version 1.3.47.1

Release Date 12/6/21

iOS/Android/Server

ADDED: Interactions: Interactions now have tabs, which can be configured in the Tab Manager. When editing an Interaction, there are now tabs for Properties and Schedule, which allows for both sets of fields to be viewed and edited before saving.
ADDED: Interactions: Interaction UDFs can now be viewed and edited as configured in the Tab Manager.
ADDED: Security Setting: Access Security: Interactions: Can Create Interactions - If set to 'True', users can create interactions from Interaction tabs. Defaults to 'True'.
ADDED: Security Setting: Access Security: Interactions: Can Delete Interactions - If set to 'True', users can delete interactions. Defaults to 'True'.
ADDED: Security Setting: Access Security: Interactions: Can Edit Interactions - If set to 'True', users can edit interactions. Defaults to 'True'.
ADDED: Setting: Userfield Pre Save Script - A script that is run before saving UDFs for any business object. The parameters include Cancel Event Args, a mobile version of the business object, and any changed userfield values (existing userfield values are not included in the UDFs collection). If the script cancels the save, the UDF changes will not save to the database and the mobile user will see the script's returned message as an error message, but the business object itself will still be saved. When editing in offline mode, this script is not run until the next sync to online, and script cancellations will then be reported to the user for manual resolution. Defaults to nothing.
ADDED: Setting: Validate Sales Line UDFs Immediately - Enabling this setting will trigger a server call when accepting edits on an individual line item in order to run the Userfield Pre Save Script immediately for user feedback, instead of waiting until the full sales document save. Defaults to 'False'.
ADDED: Setting: Validate Opportunity Line UDFs Immediately - Enabling this setting will trigger a server call when accepting edits on an individual line item in order to run the Userfield Pre Save Script immediately for user feedback, instead of waiting until the full sales document save. Defaults to 'False'.

FIXED: Licensing: The "Workflow and Profit Engine Professional" license now grants access to modules that require the "Workflow and Profit Engine Essential" license.

Android

UPDATED: Android 11: Optimized compatibility for devices running Android 11.

Server

ADDED: Setting: Forward Linked Documents on Route Stop Checkin - If set to true, when a route stop is checked in, if it has one or more linked sales documents, those documents will be automatically forwarded in workflow. Defaults to 'False'.
ADDED: Setting: Forward Linked Documents on Route Stop Checkout - If set to true, when a route stop is checked out, if it has one or more linked sales documents, those documents will be automatically forwarded in workflow. Defaults to 'False'.

FIXED: IIS: The service will no longer give intermittent "The type initializer for 'Cols' threw an exception" errors.
FIXED: IIS: Emailing a sales document report will not fail due to TLS 1.2 related errors.
FIXED: Offline: When syncing data, there will not be a "There may be an issue with the following business objects: spUserField" or "table spUserField has no column named Description" error. (Introduced: SalesPad version 5.2.12)

UPDATED: Interactions: The security settings 'Available Interaction Columns For Edit', 'Can Select Contact Person For Interactions', 'Default Interaction Type', and 'Interaction Type List' are now in a new Interactions category instead of the CRM category.

Version 1.3.46.1

Release Date 10/4/21

iOS/Android/Server

ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Can Convert Opportunities To Quotes - If set to 'True', users can convert opportunities to quotes. Defaults to 'False'.
ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Convert Opportunity Status - Opportunities will be moved to this status when converted to a quote. If the status is a historical status then the opportunity will also be made historical. Defaults to nothing.
ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Opportunity Sales Doc ID - The sales doc ID assigned to quotes which are converted from opportunities. Defaults to nothing.
ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Reprice On Conversion - If set to 'True', sales line items will be repriced instead of taking their prices from opportunity line items when converting an opportunity to a quote. Defaults to 'False'.
ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Transfer Opportunity Contacts - If set to 'True' or if set to 'Prompt' and 'Copy' is selected, opportunity contacts will copy to the quote's customer when converting an opportunity to a quote. Defaults to 'Prompt'.
ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Use Opportunity Sales Person and Territory When Converting To Quote - If set to 'True', sales documents created from opportunity conversions will use the opportunity's sales person and territory instead of the customer's sales person and territory. Defaults to 'True'.
ADDED: Setting: Sales: Copy Address UDFs When Address Changes - If set to 'True', when choosing an address from the Sales Document Ship To Edit page, customer address UDFs which have the same field name and field type as a sales document UDF will copy their values from the sales document's ship to contact to the sales document. Defaults to 'True'.

FIXED: Sales Documents: When creating a sales document, customer UDFs which have the same field name and field type as a sales document UDF will copy their values from the sales document's customer to the sales document.
FIXED: Sales Documents: When creating a sales document, customer address UDFs which have the same field name and field type as a sales document UDF will copy their values from the sales document's ship to contact to the sales document.
FIXED: Sales Documents: When adding a sales line item, sales document UDFs which have the same field name and field type as a sales line item UDF will copy their values from the line item's sales document to the line item.
FIXED: Sales Documents: Add Item: When selecting an item number for a sales line item and an item master UDF with value options specified tries to copy its values to the line item, the app will not give a "Specified cast is not valid" error.
FIXED: Sales Documents: When adding a sales line item via scanning or with the Add Multiple Items, Add Recent, Add Defaults, Add Catalog Items, or Quick Pick buttons, item master UDFs which have the same field name and field type as a sales line item UDF will copy their values from the line item's item master to the line item.
FIXED: Prospects: Convert to Customer: If a Prospect UDF has the same field name as a Customer UDF but not the same field type, the UDF will not try to copy from the prospect to the customer and cause an error.
FIXED: Opportunities: When adding an opportunity line item, opportunity UDFs which have the same field name and field type as an opportunity line item UDF will copy their values from the line item's opportunity to the line item.
FIXED: Opportunities: Add Item: When selecting an item number, item master UDFs which have the same field name and field type as an opportunity line item UDF will copy their values from the line item's item master to the line item.

iOS/Android

FIXED: Sales Documents: Line item extended prices now round to the sales document's currency decimals instead of the line item's item master's currency decimals. This was causing the subtotal on Zebra receipts to sometimes not match the sum of all line item extended prices by a few cents. (Introduced: 1.3.33.1)

Android

ADDED: Accessories: The DataWedge application can now be used for scanning item barcodes on the sales document's main tab.

Server

BREAKING CHANGE: FIXED: Settings: System Settings are now saved as multiple rows based on their associated DLL to ensure preservation of settings if a build without the DLL in question is installed and saves their settings. A side effect of this change is if you install a build with this fix, and then downgrade to a build without the fix, you will have to manually delete the SystemSetting rows which do not have "Spllc" as the Settings_Name before upgrading again to a build with this fix for any setting changes in the older build to appear in the newer build.

UPDATED: System Information: Added a right click context menu to the Ignored Files grid to allow users to quickly and easily remove entries from the Ignored Files list.
UPDATED: Database Update: Additional error information, such as stack trace and inner exception, will now be displayed if there is an error during a database update.

Version 1.3.45.1

Release Date 8/2/21

iOS/Android/Server

ADDED: Licensing: Users can use a new set of subscription licenses to login to the server and app.

Android

FIXED: Sales Documents: The app will not crash while editing a sales document which has a large number of line items.

Server

UPDATED: Scripting: Scripts now support the use of custom references.

Version 1.3.44.3

Release Date 7/7/21

Server

FIXED: Sales Documents: Forwarding a document will no longer result in an error regarding the missing "Microsoft.AppCenter.Analytics" DLL. (Introduced: 1.3.43.1)
FIXED: Offline: Syncing data will not give an "There may be an issue with the following business objects: InventoryByLoc_List" error, which led to issues such as the Item card's Warehouses tab not loading any data. (Introduced: 1.3.44.1)
FIXED: Inventory Lookup: Fixed an issue where user fields that have the 'from' SQL keyword in the name would cause syntax errors. (Introduced: 1.3.44.1)

Version 1.3.44.2

Release Date 3/19/21

Server

FIXED: Sales Documents: Having a pre-save or post-save script enabled will not cause creating a sales document to fail with an 'Object reference not set to an instance of an object' error. (Introduced: 1.3.44.1)
FIXED: UDFs: Opening the UDF tab of a business object which hasn't been saved in SalesPad Desktop or SalesPad Mobile yet will not fail with an 'Object reference not set to an instance of an object' error. (Introduced: 1.3.44.1)
FIXED: UDFs: UDFs which are mapped to Dynamics GP UDFs will load. (Introduced: 1.3.44.1)

Version 1.3.44.1

Release Date 2/22/21

iOS/Android/Server

ADDED: Inventory Lookup: Items can now be searched by user field.
ADDED: Security Setting: Access Security: Item: Viewable Purchase Line Item UDFs: The Purchase Line Item user fields which appear on the Item Master card's Purchases tab. Image UDFs are not supported. Defaults to 'Blank'.
ADDED: Items: Primary vendor item information can now be viewed on the item card if the 'Show Vendor Information In Properties' security setting is enabled.
ADDED: Security Setting: Access Security: Item: Show Vendor Information In Properties - Determines whether or not default vendor information is displayed under item properties. Defaults to 'False'.

UPDATED: Security Setting: Access Security: Items: Additional Item Search Columns - User fields can now be configured for searching.
UPDATED: Items: Purchases tab: Requested Date is now displayed.

iOS/Android

ADDED: Analytics: SalesPad will now send anonymous user tracking information. This data will be used to help determine areas in SalesPad that need work, as well as how our users are using SalesPad day-to-day. The data sent back contains screen information. No company, customer, vendor, or individual identifying user information is sent.
ADDED: Settings: There's now a device-side settings screen accessible from the slide menu. It currently only contains a setting called 'Track User Analytics' which determines whether or not app usage data is sent to SalesPad.

iOS

FIXED: Contacts: Email: When sending an email on an iOS 14 device, the To Address on the email will not have two forward slashes "//" at the beginning.
FIXED: Contacts: Email: Gmail and Microsoft Outlook can now be used as the Default Mail App. Previously, trying to send an email with one of them as the Default Mail App would give an error stating "This device is not setup for this form of contact".

Android

ADDED: Sales Documents: Add Item: Matrix items can now be added if the security setting 'Can Add Matrix Items' is set to 'True'.

Server

FIXED: Sales Documents: Trying to delete a sales document will not give an "Exception has been thrown by the target of an invocation" error when the installed SalesPad Desktop version is older than version 4.6.4.15. (Introduced: 1.3.43.1)

Version 1.3.43.3

Release Date 1/26/21

iOS/Android/Server

UPDATED: Security Setting: Access Security: Document Entry: Available Line Item Columns For Viewing In Item Tab: Standard Cost is now a selectable column. It is unselected by default.

iOS/Android

FIXED: UDFs: Interacting with UDFs will no longer give a "Specified cast is not valid" error
FIXED: Offline: Sync to Online: Syncing a new sales document or another object will no longer give an error such as "A SalesDocument with the same key value was found on the server".
FIXED: Offline: Sync to Online: If a sales document is queued to forward or transfer and fails to sync to the server, the queued forward or transfer won't try to run until the sales document has successfully synced.

UPDATED: Login: If logging in gives an error such as "no such table: SystemUser", the error prompt will give you the option to send information about the error to SalesPad, as well as an option to delete the SQLite database.

Server

ADDED: Setting: Sales: Auto Select Vendor Rebates: If set to 'True', when saving a sales document the server will automatically select an applicable vendor rebate with the highest rebate cost for each new line item. For this setting to function, Binary Stream Vendor Rebates must be installed and all of the Vendor Rebate UDFs must be setup. Defaults to 'False'.

Version 1.3.43.2

Release Date 12/10/20

iOS

ADDED: Sales Documents: Item Scanning: The item description is now visible alongside the item number.

FIXED: Entry: The app will not crash when selecting a Sales Person ID, Customer Class, or similar fields while creating sales documents, customers, and other objects. (Introduced: 1.3.43.1)

Version 1.3.43.1

Release Date 12/3/20

iOS/Android/Server

ADDED: Sales Documents: "GM %" is now a selectable column for the 'Available Sales Document Columns For Edit' security setting. If enabled, users can enter a desired GM % on the sales document totals screen to reprice each of the document's line items to match the entered margin.
ADDED: Setting: Sales: Cost Field for Margins: The sales line item cost field to use for calculating sales document and sales line item margins. Defaults to 'Extended Cost'.
ADDED: Security Setting: Access Security: Item: Viewable Item Pricing Columns: Set which item columns appear in the Pricing section of the inventory card's item tab. Defaults to all columns.

REMOVED: Security Setting: Access Security: Can View List Price: The 'Viewable Item Pricing Columns' security setting now controls whether or not users can view an item's List Price on the inventory card's item tab. If this setting was set to 'False', 'Viewable Item Pricing Columns' will not have List Price selected.

iOS/Server

ADDED: Security Setting: Access Security: Documents: Can Add Matrix Items: If set to 'True', selecting a parent matrix item in the Add Item screen will show a prompt asking if the user would like to add child matrix items. Defaults to 'False'.
ADDED: Setting: Sales: Default Matrix Item Quantity: The number that will default into the quantity text box on the Add Matrix Items screen. Default to '1'.

Server

BREAKING CHANGE: .NET Framework version 4.7.2 is now required. Please refer to Microsoft .NET framework system requirements for OS limitations.

FIXED: Sales Documents: Workflow: Forwarding a sales document through a batch using the 'Smart Printing' plugin will not give errors if the report uses DevExpress controls which were introduced between DevExpress version 17.2.6 and version 19.2.4.
FIXED: Sales Documents: Workflow: Forwarding a sales document through a batch using the 'Split Sales Document' plugin will not give registry related error messages when running the server in IIS without registry access.
FIXED: CRM: When creating a prospect, opportunity, CRM contact, or interaction, the app will set the Created By field to the mobile user instead of the server user.
FIXED: CRM: When editing a prospect, opportunity, CRM contact, or interaction, the app will set the Changed By field to the mobile user instead of the server user.

UPDATED: DLLs: The SalesPad Desktop DLLs are updated to version 5.1.0.
UPDATED: DLLs: DevExpress is updated to version 19.2.4.
UPDATED: Security Setting: Access Security: Additional Sales Document Search Columns: Added 'Ship to Address' 1-3 to the list of search columns.

Version 1.3.42.1

Release Date 10/7/20

iOS/Android/Server

UPDATED: Dispatch: Route stops will now include the "Customer Name" field for each stop.

Android

UPDATED: Android 10: The app is better optimized for devices running Android 10.

Server

FIXED: Customers: YTD: Opening the YTD tab will no longer fail to load and display a "Divide by zero error encountered" message for customers with $0.00 net sales for the year.

Version 1.3.41.5

Release Date 8/18/20

iOS/Android/Server

ADDED: Security Setting: Access Security: Documents: Can Download Reports: If set to 'True', users can download sales document reports with the 'Download Report' button. Defaults to 'True'.
ADDED: Security Setting: Access Security: Documents: Can View Amount Received: If set to 'True', users can view a sales document's Amount Received by tapping on the 'Customer and Totals' section at the top of the main sales document tab. Defaults to 'True'.
ADDED: Security Setting: Access Security: Documents: Can View Doc Totals: If set to 'True', users can view doc totals on sales document lookups and on the main sales document tab. Defaults to 'True'.
ADDED: Security Setting: Access Security: Documents: Can View Unit Pricing: If set to 'True', users can view the unit price of each line item on the main sales document tab and on Customer and Item Master tabs which show sales line items. Defaults to 'True'.
ADDED: Security Setting: Access Security: Printing: Can Print Reports: If set to 'True', users can print reports. Defaults to 'True'.
ADDED: Security Setting: Access Security: Sales Monitor: Can View Batch Totals: If set to 'True', users can view the summed document totals for each batch on the second page of the sales monitor. Defaults to 'True'.
ADDED: Security Setting: Access Security: Sales Monitor: Can View Doc ID Totals: If set to 'True', users can view the summed document totals for each Doc ID on the first page of the sales monitor. Defaults to 'True'.
ADDED: Security Setting: Access Security: Sales Monitor: Can View Sales Monitor: If set to 'True', users with the 'Sales Monitor' license assigned can view the Sales Monitor. Defaults to 'True'.
ADDED: Setting: Sales: Preload Sales Line Item UDFs: If set to 'True', opening a sales document causes all of its line item UDFs to load, which results in overall faster loading times when viewing multiple line items. If set to 'False', each line item loads its UDFs separately when viewed, which results in loading less data at once. Defaults to 'True'.

iOS/Android

FIXED: Dispatch: Route stops will not have unreadable text when the appointment type uses the default color (0, 0, 0, 0).

Version 1.3.41.4

Release Date 2/17/20

iOS

FIXED: Signature Pad: On iOS 13.0+ devices, using the signature pad to sign documents will no longer "bounce" the view while signing.
FIXED: Keyboard: Selecting a text field will not cause the screen to slide upwards excessively and hide the focused text field on certain iPads running iOS 13.
FIXED: iPod Touch: The app will not crash on launch. (Introduced: 1.3.41.2)

Server

FIXED: UDFs: UDFs will load faster, and will load even if the respective UDF table is locked.
UPDATED: Sales Documents: Quick Pick: Item Master image UDF file paths are now cached on the server. This results in faster image loading. The server must be reconfigured, or recycled, for image UDF changes to be seen in Quick Pick.

Version 1.3.41.3

Release Date 1/7/19

iOS

FIXED: Sales Documents: When adding line items via 'Add Multiple Items', 'Quick Pick', 'Add Recent Items', or 'Add Catalog Items', item images will appear once they are loaded, rather than continuing to show a "Loading..." placeholder.

Android

FIXED: Sales Documents: When creating a sales document from a customer card, if the sales document cannot be edited, the sales document will not be in edit mode after creating it.

Version 1.3.41.2

Release Date 12/2/19

iOS

FIXED: Dispatch: If an appointment is deleted, and its corresponding route stop is not, that route stop will not appear in the app.

Android

FIXED: Sales Documents: Printing to a Zebra printer will no longer give a "Failed to load signature. Object reference not set to an instance of an object" error.
FIXED: Dispatch: If an appointment is deleted, and its corresponding route stop is not, that route stop will not appear in the app.
FIXED: Sales Documents: PayFabric: EMV transactions will no longer incorrectly give a "Failed to connect to Terminal" error on devices running Android 9 or higher.

Server

FIXED: Dispatch: If an appointment is deleted, and its corresponding route stop is not, that route stop will not appear in the app.

Version 1.3.41.1

Release Date 10/21/19

iOS

ADDED: Accessory: Support for Infinite Peripherals Infinea scanner models was added.
ADDED: Security Setting: Access Security: Prospects: Additional Prospect Search Columns - When searching for Prospects, the columns selected for this setting can be searched on. Prospects are always searchable by Prospect Number and Prospect Name. Defaults to nothing.
ADDED: Security Setting: Access Security: Opportunities: Additional Opportunity Search Columns - When searching for Opportunities, the columns selected for this setting can be searched on. Opportunities are always searchable by Opportunity Number. Defaults to nothing.
ADDED: Opportunity Lookup: Users can include Historical Opportunities in Opportunity searches by selecting the gear icon and choosing Search Options.
ADDED: Security Setting: Access Security: Contacts: Additional CRM Contact Search Columns - When searching for CRM Contacts, the columns selected for this setting can be searched on. CRM Contacts are always searchable by First Name and Last Name. Defaults to nothing.
ADDED: Security Setting: Access Security: Prospects: Can Add Existing Contacts To Prospects - If set to True, users can add existing CRM Contacts to Prospects. Defaults to False.
ADDED: Security Setting: Access Security: Opportunities: Can Add Existing Contacts To Opportunities - If set to True, users can add existing CRM Contacts to Opportunities. Defaults to False.

FIXED: Quick Pick: Images loading slowly will not sometimes cause the app to crash during or after using Quick Pick.

Android

BREAKING CHANGE: UPDATED: Accessories: Socket Mobile: The app now uses a newer version of Socket Mobile's SDK in order to greatly improve the success rate of pairing with Socket Mobile cordless hand scanners. This newer version requires that the Socket Mobile Companion app from the Google Play Store is installed and configured. Once configured, the Socket Mobile Companion service will automatically start when launching SalesPad Mobile.

ADDED: Security Setting: Access Security: Prospects: Additional Prospect Search Columns - When searching for Prospects, the columns selected for this setting can be searched on. Prospects are always searchable by Prospect Number and Prospect Name. Defaults to nothing.
ADDED: Security Setting: Access Security: Opportunities: Additional Opportunity Search Columns - When searching for Opportunities, the columns selected for this setting can be searched on. Opportunities are always searchable by Opportunity Number. Defaults to nothing.
ADDED: Opportunity Lookup: Users can include Historical Opportunities in Opportunity searches by selecting the gear icon and choosing Search Options.
ADDED: Security Setting: Access Security: Contacts: Additional CRM Contact Search Columns - When searching for CRM Contacts, the columns selected for this setting can be searched on. CRM Contacts are always searchable by First Name and Last Name. Defaults to nothing.
ADDED: Security Setting: Access Security: Prospects: Can Add Existing Contacts To Prospects - If set to True, users can add existing CRM Contacts to Prospects. Defaults to False.
ADDED: Security Setting: Access Security: Opportunities: Can Add Existing Contacts To Opportunities - If set to True, users can add existing CRM Contacts to Opportunities. Defaults to False.

FIXED: Sales Documents: Printing to a Zebra printer will not sometimes crash the app.
FIXED: Sales Documents: When printing to a Zebra printer, the document's signature will not appear as a black rectangle.
FIXED: Sales Documents: Line Items: Comments typed in manually will not sometimes fail to save.
FIXED: Sales Documents: Email: If the From, Report, or Template field is blank, tapping the Send button will show a message asking the user to enter a value for each blank field.
FIXED: Sales Documents: Email: If the From, Report, or Template field has exactly one option, the app will auto-select that option and show it as selected.

UPDATED: The app is now better optimized for 64-bit devices.
UPDATED: Accessories: Socket Mobile: The Socket Mobile CHS page now has a button for installing or opening the Socket Mobile Companion app.

REMOVED: Accessories: Socket Mobile: The Search For Device button and Android Bluetooth Address text box were removed from the Socket Mobile CHS page, since the Socket Mobile Companion app and service now handle pairing.
REMOVED: Accessories: Socket Mobile: The EZ Pair Activity page was removed, since the Socket Mobile Companion app and service now handle pairing.

Server

FIXED: Sales Document: Payments created in SalesPad Mobile will show in the audit as taken by the device user.
FIXED: Mobile License Manager: The "Cannot assign [module] to [user] because it would exceed the maximum number of license assignments" message will not incorrectly appear.
FIXED: Sales Documents: Email: Merge fields that are date fields will no longer display an extra "12:00:00 AM" after the date.
FIXED: Sales Documents: Email: Merge fields that are currency fields will now use the appropriate number of currency decimals and show a currency symbol.
FIXED: Offline: Syncing data will not give a "Mixed mode assembly is built against version 'v2.0.50727' of the runtime and cannot be loaded in the 4.0 runtime" error.
FIXED: Sales Documents: Trying to preview, print, or email a DevExpress report will not give an "Object cannot be cast from DBNull to other types" error.
FIXED: Offline Mode Syncing: User defined fields synced for offline use will now be restricted to the same filters applied to their related business objects.

Version 1.3.40.1

Release Date 7/25/19

iOS

UPDATED: Accessories: Socket Mobile: The app now uses a newer version of Socket Mobile's SDK.

Android

Server

ADDED: Sales Documents: There is now a Tracking tab where sales document tracking numbers can be viewed, added, and deleted.
ADDED: Security Setting: Access Security: Documents: Can Add And Delete Tracking Numbers - This setting determines whether or not users can add and delete tracking numbers on sales documents. Defaults to False.
ADDED: Setting: Printing: Save Reports To Temp Folder - If set to True, when printing a report, the server will also save the report to the server's current Windows user's AppData\Local\Temp directory. Defaults to False.

FIXED: Dispatch: The correct Routes will load for users assigned to a Dispatch Vehicle.

Version 1.3.39.1

Release Date 6/25/19

iOS

ADDED: Setting: Sales: Show Kit Components On Sales Documents - If set to True, the app will display kit components beneath kit line items on sales documents. Defaults to True.

FIXED: Sales Documents: Quick Pick: Items now sort properly for large categories.
FIXED: Sales Documents: Line Items: Unit Cost will respect the Item Master's valuation method.
FIXED: Sales Documents: Line Items: Having multiple Unit of Measures with the same name will not sometimes result in the wrong Unit of Measure quantity being applied to a line item.
FIXED: Sales Document: Line Items: Changing the Unit of Measure on a line item which has already been saved will not set the line item's Unit Cost to 0.
FIXED: Sales Documents: When creating a sales document or choosing a Ship To contact for a sales document, the app will copy the Ship To contact's Phone 2 and Phone 3 to the sales document.

Android

Server

ADDED: Setting: Sales: Show Kit Components On Sales Documents - If set to True, the app will display kit components beneath kit line items on sales documents. Defaults to True.

FIXED: Sales Documents: Line Items: Unit Cost will respect the Item Master's valuation method.
FIXED: Sales Documents: Line Items: Having multiple Unit of Measures with the same name will not sometimes result in the wrong Unit of Measure quantity being applied to a line item.
FIXED: Sales Document: Line Items: Changing the Unit of Measure on a line item which has already been saved will not set the line item's Unit Cost to 0.
FIXED: Sales Documents: When creating a sales document or choosing a Ship To contact for a sales document, the app will copy the Ship To contact's Phone 2 and Phone 3 to the sales document.

Version 1.3.38.3

Release Date 6/5/19

iOS

FIXED: Sales Documents: Line Items: Pricing related prompts when accepting changes to a line item will no longer prevent UDF and fulfillment changes to that line item from saving.
FIXED: Sales Documents: Line Items: Pricing related prompts when accepting changes to a line item will no longer cause the app to skip some validation checks around the line item's Qty Fulfilled.

Android

FIXED: Sales Documents: Line Items: Pricing related prompts when accepting changes to a line item will no longer cause the app to skip some validation checks around the line item's Qty Fulfilled.

Version 1.3.38.2

Release Date 5/22/19

iOS

FIXED: Security Setting: Access Security: Document Entry: Available Batch IDs For Document Edit - This setting's value having a semicolon not followed by a space will no longer cause this security setting to malfunction.
FIXED: Messages: The generic "Value cannot be null. Parameter name: src" error message will no longer replace actual error messages from the server, regardless of the server's transfer mode, version, or how the server is run. (Introduced: 1.3.37.1)

Android

Server

FIXED: Sales Line Item: Item prices are rounded properly when being added to an order with the Add Multiple Items screen.
FIXED: Security Setting: Access Security: Document Entry: Available Batch IDs For Document Edit - This setting's value having a semicolon not followed by a space will no longer cause this security setting to malfunction.
FIXED: Offline: Syncing data to Offline mode will not sometimes result in a state where this process never completes.

Version 1.3.38.1

Release Date 4/15/19

iOS

ADDED: Items: Item Master UDFs can now be edited.

UPDATED: UDFs: Quick Report UDFs now account for larger datasets.

Android

ADDED: Items: Item Master UDFs can now be edited.

FIXED: Customer: Opening the contact entry wizard from the Customer Details tab no longer overwrites the primary Bill To/Ship To addresses.

Server

ADDED: Items: Item Master UDFs can now be edited.

UPDATED: UDFs: Quick Report UDFs now account for larger datasets.

Version 1.3.37.1

Release Date 3/19/19

iOS

ADDED: UDFs: Quick Report UDFs are now supported.
ADDED: UDFs: Customer Lookup UDFs are now supported.
ADDED: Prospects: Prospect Entry now also has an option to create a Contact and set it as the Prospect's Bill To and Ship To addresses.
ADDED: Security Setting: Access Security: Documents: Can Transfer Quotes - This setting determines whether or not quotes can be transferred to orders or invoices. Defaults to False.

FIXED: Sales Documents: The Fulfillment Quantity stepper now properly updates the Quantity field.
FIXED: Tab Manager: The app will not freeze if the first tab is a Lookup, Notes, Comments, or Holds tab.
FIXED: Login: The Sign In button will not be hidden on small iPhones.

UPDATED: Dispatch: When checking into or out of a Route Stop, the app will better indicate whether or not the update is successful.

Android

ADDED: Prospects: Prospect Entry now also has an option to create a Contact and set it as the Prospect's Bill To and Ship To addresses.
ADDED: Security Setting: Access Security: Documents: Can Transfer Quotes - This setting determines whether or not quotes can be transferred to orders or invoices. Defaults to False.

FIXED: Sales Documents: Line Items: Choosing an item from the Item Number inventory lookup will not occasionally crash the app.

UPDATED: Dispatch: When checking into or out of a Route Stop, the app will better indicate whether or not the update is successful.

Server

ADDED: UDFs: Quick Report UDFs are now supported on iOS devices.
ADDED: UDFs: Customer Lookup UDFs are now supported on iOS devices.
ADDED: Prospects: Prospect Entry now also has an option to create a Contact and set it as the Prospect's Bill To and Ship To addresses.
ADDED: Security Setting: Access Security: Documents: Can Transfer Quotes - This setting determines whether or not quotes can be transferred to orders or invoices. Defaults to False.

FIXED: Mobile License Manager: The User Name, Machine ID, and Server_ID columns in the Device Activations grid will not accept keyboard input after refreshing or saving.

UPDATED: Login: If logging into the server fails due to a "A valid license could not be found" error, the error will now display more information as to why there aren't valid licenses.

Version 1.3.36.2

Release Date 2/18/19

Server

ADDED: Setting: Host Service: Transfer Mode - This setting controls if the server uses Streamed or Buffered modes for the transfer of request and response messages. This setting only applies if the server is running from the Mobile Server form or as a Windows service. Defaults to 'Buffered'. Previously, the server used the Streamed mode. This change is being made because future versions of the mobile app may display error messages such as "Value cannot be null. Parameter name: src" if the server is using the Streamed mode and not running under IIS.

Version 1.3.36.1

Release Date 1/21/19

iOS

ADDED: Setting: Prevent Reducing Price Below Floor Price - If set to True, the app will prevent users from manually entering a price below what was fetched from the system pricing routine. Defaults to False.

FIXED: Sales Documents: Gross margin now properly accounts for kit items.
FIXED: Sales Documents: Payments: If a user credits a PayFabric transaction and enters a new payment right away, the new payment will have the correct default amount.

UPDATED: Opportunities: The UI was updated to better display historical opportunities.

Android

UPDATED: Opportunities: The UI was updated to better display historical opportunities.

Server

FIXED: Sales Documents: If item restrictions are configured in SalesPad Desktop to evaluate on document save, the error message which appears when saving a document with restricted line items will clearly state that item restrictions are stopping the save. Previously, the error message would only show the line numbers and item numbers of restricted line items without any context.
FIXED: Sales Documents: Gross margin now properly accounts for kit items.

UPDATED: Opportunities: The UI was updated to better display historical opportunities.

Version 1.3.35.4

Release Date 12/17/18

iOS

FIXED: Sales Documents: Payments: PayFabric: EMV terminals which are updated to use DNS Provider registration mode without a root certificate will not incorrectly give a "Failed to connect to Terminal" error.
FIXED: UDFs: Saving changes to UDFs with many UDF tabs no longer causes the app to crash.
FIXED: Sales Documents: Salesperson ID is no longer overridden with a blank value if the Customer Address value for Salesperson ID is not set.
FIXED: Sales Monitor: When connected to a GP Only server, the sales document lists will be filtered by the selected batch.
FIXED: Sales Documents: Sales Line Items: When a user enters a non-inventory item and then attempts to open Item Search before clicking the Accept button, the app will no longer throw an error message.

Android

FIXED: UDFs: Saving changes to UDFs with many UDF tabs no longer causes the app to crash.
FIXED: Sales Documents: Salesperson ID is no longer overridden with a blank value if the Customer Address value for Salesperson ID is not set.
FIXED: Sales Monitor: When connected to a GP Only server, the sales document lists will be filtered by the selected batch.

Version 1.3.35.3

Release Date 10/30/18

FIXED: UDFs: Loading rich text memos properly handles white space-only values.

Version 1.3.35.2

Release Date 10/24/18

iOS

ADDED: Sales Documents: Add Multiple Items: The running total will show the total quantity of selected line items, in addition to the total price.

FIXED: Sync: Users will no longer receive a long stack trace when clicking the indicator for offline login.

Android

ADDED: Sales Documents: Add Multiple Items: The running total will show the total quantity of selected line items, in addition to the total price.

Version 1.3.35.1

Release Date 10/18/18

iOS

FIXED: Sales Line Item Entry: List Price will populate in offline mode without multi-currency.
FIXED: Offline: When syncing to online, if a card was last edited online shortly before syncing to offline and the card was edited again offline, that card will not experience sync conflicts.
FIXED: Sync to Online: If resolving a sync error involves opening a card, that card will have a Save button instead of a Menu button.

Android

Server

FIXED: Sales Line Item Entry: List Price will populate in offline mode without multi-currency.
FIXED: Sync to Offline: Having an item or warehouse with an apostrophe in its name will not occasionally cause "An error occurred while generating the database" to appear when trying to sync to offline.
FIXED: Offline: When syncing to online, if a card was last edited online shortly before syncing to offline and the card was edited again offline, that card will not experience sync conflicts.
FIXED: Dispatch: Inactive route stops are no longer shown.

REMOVED: Remote Help: The Remote Help program is no longer installed or accessible from the Information menu.

Version 1.3.34.2

Release Date 9/24/18

iOS

ADDED: Customers: Opportunities can now be created from the Customer card's Opportunities tab.

FIXED: Quick Pick: Categories and items now sort properly.
FIXED: Dispatch: The app now requests the user's location on iOS 11 devices.
FIXED: Sales Documents: Add Item: If an error occurs when typing in an item number, the error will not sometimes appear two or more times.

UPDATED: UDFs: Permission requests for camera and photo library access now clarify that the permissions are used for image UDFs.

IMPROVED: Dispatch: The initial load was optimized.
IMPROVED: UDFs: The metadata is now pre-loaded shortly after login.

Android

ADDED: Customers: Opportunities can now be created from the Customer card's Opportunities tab.
ADDED: UDFs: Images in image UDFs can be deleted by choosing Delete Image when tapping on an image in Edit mode.

FIXED: Quick Pick: Categories and items now sort properly.
FIXED: Sales Documents: PayFabric: EMV transactions will not incorrectly give a "Failed to connect to Terminal" error as long as the PayFabric terminal's certificate is installed.

IMPROVED: Dispatch: The initial load was optimized.
IMPROVED: UDFs: The metadata is now pre-loaded shortly after login.

Server

FIXED: Offline: Sales Documents: The markdown percentages on line items synced to offline mode will not be off by a factor of 100.

UPDATED: DLLs: The SalesPad Desktop DLLs, which the server uses for loading and saving various entities, have been updated to version 4.6.3.0.

IMPROVED: Dispatch: The initial load was optimized.
IMPROVED: UDFs: The metadata is now pre-loaded shortly after login.

Version 1.3.34.1

Release Date 8/8/16

iOS

ADDED: Opportunities: There is now an Opportunities card. Opportunities can be viewed, created, edited, deleted, printed, and made historical. Opportunities have tabs for details, prospects, customers, contacts, interactions, and UDFs. Opportunities are only available if SalesPad Desktop version 4.5.1.9 or higher is installed.
ADDED: Opportunities: Line Items: Opportunity line items can be viewed, added, edited, and deleted.
ADDED: Opportunities: Line Items: Opportunity line item UDFs can be viewed and edited as configured in the Tab Manager module on the server.
ADDED: Prospects: Prospects now have an Opportunities tab for viewing, creating, and linking opportunities.
ADDED: Customers: Customers now have an Opportunities tab for viewing and linking opportunities.
ADDED: Reports: Opportunity reports can now be created and modified in the Report Manager module on the server and be printed in the app. The database update will add a default opportunity report.
ADDED: Security Setting: Access Security: Opportunities: Available Opportunity Columns For Edit - This setting indicates the Opportunity columns that can be edited while editing opportunities. Defaults to all columns.
ADDED: Security Setting: Access Security: Opportunities: Available Opportunity Line Item Columns For Edit - This setting indicates the opportunity line item columns that can be edited while editing line items belonging to opportunities. Defaults to all columns.
ADDED: Security Setting: Access Security: Opportunities: Can Add Customer Links: Determines whether or not users can add links on the Customer card's Opportunities tab and the Opportunity card's Customers tab. Defaults to False.
ADDED: Security Setting: Access Security: Opportunities: Can Add Non Inventory Items With Any Prefix - This setting determines whether or not the user can add non-inventory items to opportunities with item numbers which do not match the non-inventory prefix. Defaults to False.
ADDED: Security Setting: Access Security: Opportunities: Can Add Prospect Links - This setting determines whether or not users can add links to the Prospect card's Opportunities tab and the Opportunity card's Prospects tab. Defaults to False.
ADDED: Security Setting: Access Security: Can Create Opportunities - This setting determines whether or not opportunities can be created. Defaults to False.
ADDED: Security Setting: Access Security: Can Delete Customer Links - This setting determines whether or not the user can delete customer links on the device. Defaults to False.
ADDED: Security Setting: Access Security: Can Delete Opportunities - This setting determines whether or not Opportunities can be deleted. Defaults to False.
ADDED: Security Setting: Access Security: Can Delete Prospect Links - This setting determines whether or not the user can delete prospect links on the device. Defaults to False.
ADDED: Security Setting: Access Security: Can Edit Opportunities - This setting determines whether or not opportunities can be edited on the device. Defaults to False.
ADDED: Security Setting: Access Security: Can Make Opportunities Historical - This setting determines whether or not opportunities can be made historical from the slide menu. Defaults to False.
ADDED: Security Setting: Access Security: Can View Opportunities - This setting determines whether or not opportunities are visible on the device. Defaults to False.
ADDED: Security Setting: Access Security: Viewable Opportunity Columns In Properties - This setting indicates the Opportunity columns that can be viewed in the Properties section for opportunities. Defaults to all columns.
ADDED: Setting: Opportunities: Default 4 Character Prefix for Offline Opportunity Entry - This 4 character prefix will be appended, along with a device identifier, to the beginning of opportunities entered offline. This value should be unique enough to prevent conflict with any opportunities made in SalesPad. Defaults to 'OOPP'.
ADDED: Setting: Opportunities: Opportunity Post Save Script - This is a script that is run after saving an opportunity. Defaults to not being enabled.
ADDED: Setting: Opportunities: Opportunity Pre Save Script - This is a script that is run before saving an opportunity. Defaults to not being enabled.
ADDED: Setting: Inventory: Number of Prior Months of Item Purchases Shown - This setting dictates the number of prior months of purchases which should be displayed on the Purchases tab on the Inventory card. Defaults to 9.
ADDED: Security Setting: Access Security: Contacts: Include CRM Contacts In Contact Lookup - If set to True, the Primary Contact lookup will have two tabs: one for Customer Contacts and another for CRM Contacts. Searching on one tab will perform a search with the same text on the other tab. Defaults to False.
ADDED: Sales Line Item: Unit Cost is now visible on the Sales Line Item Edit screen, if enabled in the "Available Line Item Columns For Viewing In Item Tab" security setting.

FIXED: Sales Line Item: Selling UofM is now respected when an item is added to a sales document.
FIXED: Sales Document: The Country Code now rolls down from the Ship To address to the sales document.
FIXED: Print EoD Report: When trying to print an end of day report, if a Zebra printer isn't connected, the app's error message will not incorrectly suggest enabling WiFi.
FIXED: Sales Document: Deleted line items will no longer reappear.
FIXED: Sales Documents: When editing a sales document's properties, if the user selects the Cancel button, any changes to the line items will be reverted.
FIXED: Offline: Sales Documents: Changing the Price Level of a sales document and applying that change to all line items will not crash the app if not all line items support the selected Price Level.
FIXED: Offline: Sales Documents: When adding a line item, if the selected Price Level isn't supported by the selected Item Number, the app will display a "Failed to find a price" error instead of an "Object reference not set to an instance of an object" error.
FIXED: Inventory: A bug where the keyboard would block the tabs in the Inventory module when first opening was fixed.

UPDATED: Sales Documents: Only sales document reports will be selectable when printing, emailing, or downloading reports.

Android

FIXED: Sales Line Item: Selling UofM is now respected when an item is added to a sales document.
FIXED: Sales Document: The Country Code now rolls down from the Ship To address to the sales document.
FIXED: Print EoD Report: When trying to print an end of day report, if a Zebra printer isn't connected, the app's error message will not incorrectly suggest enabling WiFi.
FIXED: Sales Documents: Downloading a report will not crash the app.
FIXED: Offline: Sales Documents: Changing the Price Level of a sales document and applying that change to all line items will not crash the app if not all line items support the selected Price Level.
FIXED: Offline: Sales Documents: When adding a line item, if the selected Price Level isn't supported by the selected Item Number, the app will display a "Failed to find a price" error instead of an "Object reference not set to an instance of an object" error.
FIXED: Sales Documents: When saving or forwarding a sales document, if a script returns a message, the app will always display that message.
FIXED: Dispatch: After returning to the Dispatch module with the Back button, if an error occurs when checking in or out of a route stop, the app will always display an error message.
FIXED: Sales Documents: Deleting a line item and then editing the sales document's properties will not cause errors if further line items are added in the editing session.
FIXED: UDFs: UDFs will not lose their values in low memory situations.

UPDATED: Sales Documents: Only sales document reports will be selectable when printing, emailing, or downloading reports.

Server

ADDED: Opportunities: There is now an Opportunities card. Opportunities can be viewed, created, edited, deleted, printed, and made historical. Opportunities have tabs for details, prospects, customers, contacts, interactions, and UDFs. Opportunities are only available if SalesPad Desktop version 4.5.1.9 or higher is installed.
ADDED: Opportunities: Line Items: Opportunity line items can be viewed, added, edited, and deleted.
ADDED: Opportunities: Line Items: Opportunity line item UDFs can be viewed and edited as configured in the Tab Manager module on the server.
ADDED: Prospects: Prospects now have an Opportunities tab for viewing, creating, and linking opportunities.
ADDED: Customers: Customers now have an Opportunities tab for viewing and linking opportunities.
ADDED: Reports: Opportunity reports can now be created and modified in the Report Manager module on the server and be printed in the app. The database update will add a default opportunity report.
ADDED: Security Setting: Access Security: Opportunities: Available Opportunity Columns For Edit - This setting indicates the Opportunity columns that can be edited while editing opportunities. Defaults to all columns.
ADDED: Security Setting: Access Security: Opportunities: Available Opportunity Line Item Columns For Edit - This setting indicates the opportunity line item columns that can be edited while editing line items belonging to opportunities. Defaults to all columns.
ADDED: Security Setting: Access Security: Opportunities: Can Add Customer Links: Determines whether or not users can add links on the Customer card's Opportunities tab and the Opportunity card's Customers tab. Defaults to False.
ADDED: Security Setting: Access Security: Opportunities: Can Add Non Inventory Items With Any Prefix - This setting determines whether or not the user can add non-inventory items to opportunities with item numbers which do not match the non-inventory prefix. Defaults to False.
ADDED: Security Setting: Access Security: Opportunities: Can Add Prospect Links - This setting determines whether or not users can add links to the Prospect card's Opportunities tab and the Opportunity card's Prospects tab. Defaults to False.
ADDED: Security Setting: Access Security: Can Create Opportunities - This setting determines whether or not opportunities can be created. Defaults to False.
ADDED: Security Setting: Access Security: Can Delete Customer Links - This setting determines whether or not the user can delete customer links on the device. Defaults to False.
ADDED: Security Setting: Access Security: Can Delete Opportunities - This setting determines whether or not Opportunities can be deleted. Defaults to False.
ADDED: Security Setting: Access Security: Can Delete Prospect Links - This setting determines whether or not the user can delete prospect links on the device. Defaults to False.
ADDED: Security Setting: Access Security: Can Edit Opportunities - This setting determines whether or not opportunities can be edited on the device. Defaults to False.
ADDED: Security Setting: Access Security: Can Make Opportunities Historical - This setting determines whether or not opportunities can be made historical from the slide menu. Defaults to False.
ADDED: Security Setting: Access Security: Can View Opportunities - This setting determines whether or not opportunities are visible on the device. Defaults to False.
ADDED: Security Setting: Access Security: Viewable Opportunity Columns In Properties - This setting indicates the Opportunity columns that can be viewed in the Properties section for opportunities. Defaults to all columns.
ADDED: Setting: Opportunities: Default 4 Character Prefix for Offline Opportunity Entry - This 4 character prefix will be appended, along with a device identifier, to the beginning of opportunities entered offline. This value should be unique enough to prevent conflict with any opportunities made in SalesPad. Defaults to 'OOPP'.
ADDED: Setting: Opportunities: Opportunity Post Save Script - This is a script that is run after saving an opportunity. Defaults to not being enabled.
ADDED: Setting: Opportunities: Opportunity Pre Save Script - This is a script that is run before saving an opportunity. Defaults to not being enabled.
ADDED: Setting: Inventory: Number of Prior Months of Item Purchases Shown - This setting dictates the number of prior months of purchases which should be displayed on the Purchases tab on the Inventory card. Defaults to 9.
ADDED: Security Setting: Access Security: Contacts: Include CRM Contacts In Contact Lookup - If set to True, the Primary Contact lookup will have two tabs: one for Customer Contacts and another for CRM Contacts. Searching on one tab will perform a search with the same text on the other tab. Defaults to False.
ADDED: Setting: Synchronization: Should Sync Historical Prospects and Opportunities - If set to True, the app will make historical prospects and opportunities available while offline. Defaults to False.
ADDED: Sales Line Item: Unit Cost is now visible on the Sales Line Item Edit screen, if enabled in the "Available Line Item Columns For Viewing In Item Tab" security setting.

FIXED: Sales Document: The Country Code now rolls down from the Ship To address to the sales document.
FIXED: Sales Documents: Email Report: Formatting in the email template, such as bold, italics, and underlining, will appear in emails.
FIXED: System Information: Moving the System Information window to the dock no longer causes a crash.
FIXED: Settings: The setting "Verbose Device Exception Messaging" is removed since it did not do anything.

UPDATED: Offline: Syncing data to offline mode is now slightly faster.

Version 1.3.33.2

Release Date 6/5/18

iOS

FIXED: Sales Documents: Signatures: If the device is in portrait orientation, the app will return to portrait orientation when leaving the Signature screen.

UPDATED: Sales Documents: The app will be more responsive and display a spinner when canceling changes to a sales document.

Android

FIXED: Cards: Fixed an issue affecting multiple tabs in which information fields would be cut off.

UPDATED: Sales Documents: The app will be more responsive and display a spinner when canceling changes to a sales document.

Version 1.3.33.1

Release Date 5/21/18

iOS

FIXED: Sales Documents: After creating a sales document, if the document's ID is checked in the 'Signature Required Document IDs' security setting, the document cannot be saved without creating a signature.
FIXED: Sales Documents: If a sales document already has a signature and the document's ID is checked in the 'Signature Required Document IDs' security setting, editing and saving the sales document will open the Signature screen but not require any modifications to the signature.
FIXED: Sales Documents: Assigning a markdown percent to a line item will no longer sometimes result in a "Unit Price calculation does not match out to Extended price" error.
FIXED: Inventory Lookup: Syncing to offline when viewing the Inventory lookup no longer crashes the app.

UPDATED: PayFabric: If the 'Use Web View' setting is set to False and the 'Can Create Wallets' security setting is set to False, when entering PayFabric transactions, the card information will not be saved as a customer wallet in PayFabric.
UPDATED: Security Setting: Access Security: Document Entry: Available Document IDs for Document Entry - If this setting is left blank, then all document IDs will be allowed for document entry.

Android

FIXED: Sales Documents: After creating a sales document, if the document's ID is checked in the 'Signature Required Document IDs' security setting, the document cannot be saved without creating a signature.
FIXED: Sales Documents: If a sales document already has a signature and the document's ID is checked in the 'Signature Required Document IDs' security setting, editing and saving the sales document will open the Signature screen but not require any modifications to the signature.
FIXED: Sales Documents: Assigning a markdown percent to a line item will no longer sometimes result in a "Unit Price calculation does not match out to Extended price" error.
FIXED: Permissions: If a permission is revoked while the app is running, the app will return to the Login screen, rather than crashing.

Server

FIXED: Sales Documents: Assigning a markdown percent to a line item will no longer sometimes result in a "Unit Price calculation does not match out to Extended price" error.

UPDATED: Security Setting: Access Security: Document Entry: Available Document IDs for Document Entry - If this setting is left blank, then all document IDs will be allowed for document entry.

Version 1.3.32.1

Release Date 5/9/18

iOS

BREAKING CHANGE: ADDED: Security Setting: Access Security: Document Entry: Available Line Item Columns For Viewing In Item Tab - This setting controls which line item columns are displayed while adding or editing a line item. If a column is selected for this setting but not the 'Available Line Item Columns For Edit' security setting, that column will appear, but be Read Only. If at least one column is selected for this setting, the unselected line item columns will not be viewable or editable. If this setting is blank or uninitialized, then 'Available Line Item Columns For Edit' will continue to control both the visibility and editability of line item columns. Defaults to all selectable columns.
BREAKING CHANGE: UPDATED: Security Setting: Access Security: Document Entry: Available Line Item Columns For Edit - Several columns which are not directly editable, such as Qty Backordered and Extended Price, are no longer included in the column checklist. If these columns are still in the semicolon-delimited list and the 'Available Line Item Columns For Viewing In Item Tab' security setting is blank or uninitialized, they will still appear in the app, but 'Available Line Item Columns For Viewing In Item Tab' is now the primary setting for controlling the visibility of these columns.
BREAKING CHANGE: REMOVED: CardControl: CardControl transactions can no longer be viewed, entered, or modified in SalesPad Mobile.
BREAKING CHANGE: REMOVED: Sales Documents: Forwarding: If a queue has multiple queues it can be forwarded to, there will no longer be a prompt asking which one to go to. Instead, the server will automatically choose a queue to forward to.

ADDED: Sales Documents: Forwarding: When forwarding a document, the document will now auto-forward through auto-forwarding queues and run the Smart Printing, Split Sales Document, and Run Script plugins as appropriate.
ADDED: Security Setting: Access Security: Prospects: Can Convert Prospects to Customer - If set to True, users can convert prospects to customers. Defaults to False.
ADDED: Security Setting: Access Security: Prospects: Prospect Customer Class - This setting designates the Customer Class assigned to customers who are converted from prospects. Defaults to nothing.

FIXED: Sales Monitor: The Batches lookup is no longer skipped when connected to a GP-only server.
FIXED: Sales Documents: If the 'Use Item Default List Price' setting is enabled, line items priced in SalesPad Mobile will have their Price Source set to List Price, instead of being blank.
FIXED: Send Errors To SalesPad: Opening the Send Errors To SalesPad screen will be a consistently fast process.
FIXED: Sales Line Item: When viewing the Sales Line Item Property screen in offline mode, the Item Tracking field will load properly.
FIXED: Sales Document Entry: When creating a sales document offline, if the sales document's warehouse is not set from its Ship To address or the user's warehouse, the sales document's warehouse will be set to the company's default warehouse for sales documents, instead of being blank.
FIXED: System Information: The App Version field now displays the correct value.
FIXED: Inventory Lookup: If the Inventory Lookup is added as a favorite, selecting that favorite won't crash the app.
FIXED: Offline: Group Pricing: Groups which have the All Customers checkbox checked can now be used for pricing in offline mode.

Android

BREAKING CHANGE: The minimum version of Android has been increased to 5.0.
BREAKING CHANGE: ADDED: Security Setting: Access Security: Document Entry: Available Line Item Columns For Viewing In Item Tab - This setting controls which line item columns are displayed while adding or editing a line item. If a column is selected for this setting but not the 'Available Line Item Columns For Edit' security setting, that column will appear, but be Read Only. If at least one column is selected for this setting, the unselected line item columns will not be viewable or editable. If this setting is blank or uninitialized, then 'Available Line Item Columns For Edit' will continue to control both the visibility and editability of line item columns. Defaults to all selectable columns.
BREAKING CHANGE: UPDATED: Security Setting: Access Security: Document Entry: Available Line Item Columns For Edit - Several columns which are not directly editable, such as Qty Backordered and Extended Price, are no longer included in the column checklist. If these columns are still in the semicolon-delimited list and the 'Available Line Item Columns For Viewing In Item Tab' security setting is blank or uninitialized, they will still appear in the app, but 'Available Line Item Columns For Viewing In Item Tab' is now the primary setting for controlling the visibility of these columns.
BREAKING CHANGE: REMOVED: Sales Documents: Forwarding: If a queue has multiple queues it can be forwarded to, there will no longer be a prompt asking which one to go to. Instead, the server will automatically choose a queue to forward to.

FIXED: Sales Documents: If the 'Use Item Default List Price' setting is enabled, line items priced in SalesPad Mobile will have their Price Source set to List Price, instead of being blank.
FIXED: Send Errors To SalesPad: Opening the Send Errors To SalesPad screen will be a consistently fast process.
FIXED: Sales Line Item: When viewing the Sales Line Item Property screen in offline mode, the Item Tracking field will load properly.
FIXED: Sales Document Entry: When creating a sales document offline, if the sales document's warehouse is not set from its Ship To address or the user's warehouse, the sales document's warehouse will be set to the company's default warehouse for sales documents, instead of being blank.
FIXED: Lookups: Loading from favorites will now filter the results correctly when the lookup is initially shown.
FIXED: Inventory Lookup: Reopening the Inventory Lookup will not crash the app in low memory situations.
FIXED: Inventory Lookup: When adding the Inventory Lookup as a favorite, the app will save the search text and sort order, then apply them when that favorite is selected.
FIXED: Offline: Group Pricing: Groups which have the All Customers checkbox checked can now be used for pricing in offline mode.
FIXED: Socket Mobile: The EZ Pair Activity no longer crashes in Android Oreo.

Server

FIXED: Sales Documents: When forwarding a document, the audit record will display the mobile user who requested the forward, rather than the server user.
FIXED: Vendor Item Lookup: Sorting by Vendor Item Description no longer results in an invalid column error.
FIXED: Tab Manager: Showing the auto filter row won't result in error prompts and UI errors.
FIXED: Offline: Group Pricing: Groups which have the All Customers checkbox checked can now be used for pricing in offline mode.
FIXED: Auto-Activate Licenses: Auto-Activate licenses will no longer incorrectly refuse to create license assignments in certain situations.

UPDATED: Mobile License Manager: The logging written to the system log when saving license changes will mention which assignments were created and deleted, rather than the state of every combination of user and module.
UPDATED: Sales Documents: Email Report: When sending a report, the "User email settings are incorrect" error message will show more details about the error.
UPDATED: DLLs: The SalesPad Desktop DLLs, which the server uses for loading and saving various entities, have been updated to version 4.6.2.1.

Version 1.3.31.2

Release Date 4/5/18

BREAKING CHANGE: UPDATED: PayFabric: The 'Use Web View' setting now requires licensing to disable. Without the Beta license, PayFabric transactions will be carried out with the newer web view integration, instead of the older Mobile UI integration.

ADDED: Security Setting: Access Security: Document Entry: Sales Person ID Required - If set to True and Sales Person ID is an editable column, users cannot leave the Sales Person ID field blank when editing sales document properties. Defaults to False.

UPDATED: IIS: The error message which occurs when SalesPad Desktop settings fail to load now suggests that the application pool identity having insufficient database permissions is a likely cause.
UPDATED: Settings: UDF Image File Path: Deleting this setting's value will reset this setting to its default value.

Version 1.3.31.1

Release Date 4/5/18

iOS

FIXED: Sales Documents: Line Items: If no sales document UDF tabs appear in Edit mode but sales line item UDFs are editable, the sales line item UDFs will save.
FIXED: Sales Line Item Entry: Price Source is now properly populated when being added to a sales document.
FIXED: Setting: Can Edit Sales Line Item Comments - This setting was renamed to 'Can Edit Sales Line Item Comments Manually' to better match its description. The app now respects the setting's description: If set to False, users will only be able to select from the available stock comments on sales line items.
FIXED: Create Sales Document: Going to the Document Properties Edit page and then back to the Select Doc Type page will not break navigation in the Sales Document Entry wizard.
FIXED: Dispatch: The Menu button will now be available on the first Dispatch page.

UPDATED: CRM Notes: CRM Note cells now display header information in the first 2 rows and the primary note in the rest of the cell.

Android

FIXED: Sales Line Item Entry: Price Source is now properly populated when being added to a sales document.
FIXED: Setting: Can Edit Sales Line Item Comments - This setting was renamed to 'Can Edit Sales Line Item Comments Manually' to better match its description. The app now respects the setting's description: If set to False, users will only be able to select from the available stock comments on sales line items.
FIXED: Contact Lookup: The Customer Details section in Contact cells is now wider and will show ellipses if there is still not enough room to show everything.
FIXED: System Information: Tapping the back button on the System Information page will not crash the app in low memory situations.
FIXED: Customers: If a user is in the Customer Detail page and attempts to create a document using the provided button, the document will no longer be created twice.

UPDATED: CRM Notes: CRM Note cells now display header information in the first 2 rows and the primary note in the rest of the cell.

Version 1.3.30.1

Release Date 3/12/18

iOS

ADDED: Setting: Quick Pick: Item Master Image UDF: An Item Master image UDF can be displayed in Quick Pick.

FIXED: Sales Documents: Payments: Payfabric payments will default to using a functional currency if a currency is not specified on the document.
FIXED: Sales Documents: Quick Pick: Tapping in an item cell will not reset the item's quantity to its default.

UPDATED: Cards: The app will be more responsive and display a spinner when opening cards.

Android

ADDED: Setting: Quick Pick: Item Master Image UDF: An Item Master image UDF can be displayed in Quick Pick.

FIXED: Sales Documents: Payments: Payfabric payments will default to using a functional currency if a currency is not specified on the document.

Server

ADDED: Setting: Quick Pick: Item Master Image UDF: An Item Master image UDF can be displayed in Quick Pick.

FIXED: Sales Documents: Payments: Payfabric payments will default to using a functional currency if a currency is not specified on the document.
FIXED: Windows will now label the server "SalesPad GP Mobile Server" instead of "SalesPad Mobile Server Plugin" in places such as the Task Manager.

Version 1.3.29.1

Release Date 2/26/18

iOS

ADDED: Slide Menu: There is now an option in the slide menu called "Send Errors To SalesPad". The last 30 errors and crashes in the app can be viewed here and sent to SalesPad. Note that errors sent to SalesPad are not guaranteed to be looked at unless brought to SalesPad's attention.
ADDED: Setting: Allow Offline Login If Online Login Fails - If set to True and the app tries to log in in Offline mode and fails, it will show a prompt asking to attempt an offline login. Defaults to False.

FIXED: Sales Documents: When creating a sales document, the Tax Exempt 1 and 2 columns will copy from the customer to the sales document.
FIXED: Sales Line Item Entry: Searching for a line item after initially opening the app properly filters the results.
FIXED: Sales Document Entry: Opening the Sales Document Entry wizard without setting the 'Available Document IDs for Document Entry' security no longer causes the app to crash.
FIXED: Customer: The 'Graph' setting's visibility in the slide menu is now controlled by the Graph tab's visibility setting in the Tab Manager.
FIXED: Sales Line Item Entry: Adding line items with negative quantity on invoices is now allowed.
FIXED: Customers: The Create Sales Document buttons on the detail page now respect the 'Can Create Sales Documents for On Hold Customers' security setting.

UPDATED: Customers: The Create Sales Document buttons are now shown on the Details tab on iPhones and iPods.
UPDATED: Inventory Lookup: Inventory cells now more consistently resemble other cells in the app.
UPDATED: Offline: Prospect and CRM Contact UDFs are now available offline, if the 'Should Sync UDFs' setting is enabled.

IMPROVED: Sales Line Items: Predefined comments are now available in offline mode.

Android

FIXED: Sales Documents: When creating a sales document, the Tax Exempt 1 and 2 columns will copy from the customer to the sales document.
FIXED: Sales Line Item Entry: Adding line items with negative quantity on invoices is now allowed.
FIXED: Customers: Prospects: Sales Documents: Interaction: When selecting a Contact, the slide menu is hidden in those lookups.

UPDATED: Offline: UDFs are now available offline, if the 'Should Sync UDFs' setting is enabled.

IMPROVED: UDFs: Previously, when adding an image to a UDF, the Save button would be hidden. This issue has been resolved.
IMPROVED: Sales Line Items: Predefined comments are now available in offline mode.

Server

ADDED: Setting: Allow Offline Login If Online Login Fails - If set to True and the app tries to log in in Offline mode and fails, it will show a prompt asking to attempt an offline login. Defaults to False.

FIXED: Offline: Having many UDFs with a Field Type of Text will not cause "Out of Memory" errors when syncing to offline.
FIXED: Sales Documents: When creating a sales document, the Tax Exempt 1 and 2 columns will copy from the customer to the sales document.
FIXED: Reports: In the Company section, the default reports will show the correct city, state, and zip code. If the default reports have already been created, they will not automatically receive this update. Deleting a default report and then forcing a database update by clicking the Reset Database Version button in the Security Editor and logging out and back in will recreate that default report with this fix.
FIXED: Syncing: The server will not freeze after syncing UDFs.
FIXED: Tab Manager: When opening the Tab Manager, the Tabs grid will not sometimes be hidden due to the splitter being positioned incorrectly.
FIXED: Offline Image Sync: The 'Image Size Sync Limit' setting can no longer be set to less than or equal to 0.
FIXED: Login: Error text on the Login page will not hide the Connection, Username, and Password fields.

UPDATED: Initial Setup: If SalesPad Desktop is not installed in a database and a user is trying to install the standard Mobile Server to that database, the server will display an error explaining that either SalesPad Desktop needs to be installed first or the GP Only server should be used instead.
UPDATED: System Log Search: There is now a dropdown box for selecting a time range for displaying previous data. The default is one week.
UPDATED: Offline: Prospect and CRM Contact UDFs are now available offline, if the 'Should Sync UDFs' setting is enabled.

IMPROVED: Sales Line Items: Predefined comments are now available in offline mode.

Version 1.3.28.2

Release Date 1/31/18

iOS

ADDED: Sales Documents: Line items now have a Fulfillments tab which can be enabled in the Tab Manager. Users can view, add, edit, and delete fulfillments for serial and lot tracked items from this tab.
ADDED: Security Setting: Access Security: Documents: Can Add Fulfillments - This setting determines whether or not users can add fulfillments to serial and lot tracked line items. Defaults to False.
ADDED: Security Setting: Access Security: Documents: Can Allocate Line Items - If set to True, users can choose Allocate from the slide menu, while on a sales document in non-edit mode, to attempt to auto-allocate all of the document's line items. Defaults to False.
ADDED: Security Setting: Access Security: Documents: Can Edit and Delete Fulfillments - This setting determines whether or not users can edit and delete fulfillments on serial and lot tracked line items. Defaults to False.

FIXED: Sales Document Entry: When creating a sales document, the Save button will not be missing from the Properties screen.
FIXED: Sales Documents: Line Items: The Warehouse Code will not be blanked out for new line items in certain situations.
FIXED: Demo: If the app crashes while in the demo, sending information about the crash to SalesPad will not cause another crash.
FIXED: Sales Document: Deleting a sales document in offline mode no longer causes the app to crash.
FIXED: Sales Documents: Non-inventory line items will allow the correct number of quantity and currency decimal places.

Android

FIXED: Sales Documents: Line Items: The Warehouse Code will not be blanked out for new line items in certain situations.
FIXED: Demo: If the app crashes while in the demo, sending information about the crash to SalesPad will not cause another crash.
FIXED: Offline: When syncing to online, if an "unrecoverable error" prompt appears, selecting the More Info button will show the error.
FIXED: Cards: When switching to edit mode, if the current tab moves from the auxiliary tab bar to one of the four main tabs, the current tab will not still appear as the selected auxiliary tab.
FIXED: Cards: Leaving the app on in the background for an extended period of time while a card is open won't result in the app sometimes crashing when it is reopened.
FIXED: Sales Documents: Non-inventory line items will allow the correct number of quantity and currency decimal places.

Version 1.3.28.1

Release Date 1/31/18

Server

FIXED: Sales Documents: The mobile server's database update now inserts the sppUpdateSalesDocumentSY90000 stored procedure, if it is missing. This procedure is needed to save sales documents and was added in SalesPad Desktop version 4.5.0.12.
FIXED: GP Only: The 'Use User's Location During Document Entry' and 'Use User's Location During Line Item Entry' security settings are now available in the GP Only server.
FIXED: Help Topics: The Help Topics button now opens the current SalesPad Support webpage.
FIXED: Mobile License Manager: The User Name, Machine ID, and Server_ID columns in the device activations grid are now fully Read-Only. Previously, they accepted keyboard input, and any changes were not saved.
FIXED: Mobile License Manager: The Server_ID column is now hidden by default.
FIXED: Sales Documents: Existing inactive line items can be deleted from sales documents.
FIXED: Sales Documents: Non-inventory line items will allow the correct number of quantity and currency decimal places.

UPDATED: Licensing: If the 'Auto-Activate Licenses' security setting is enabled and during a request from the app the mobile server detects that the copy of the licenses in the company database is out of date, the mobile server will automatically fetch a new copy of the licenses from the licensing server. Previously, the copy of the licenses in the company database would have to be manually refreshed, reset, or deleted.
UPDATED: Licensing: If the 'Auto-Activate Licenses' security setting is enabled and a user loses their license assignments while logged into the app, the licenses will be auto-activated upon the next communication with the server, rather than the app sending the user to the Login screen with a "Your licenses have been invalidated" message.
UPDATED: Mobile Server: The Server Log now has a loading indicator and will not slow down operations in the Mobile Server module.
UPDATED: Tab Manager: The Tabs grid now has a Has Filter column available in the column chooser. This column displays whether or not the tab has a filter enabled for it.
UPDATED: Extended User Information: A user can no longer have both a Dispatch Driver and Dispatch Vehicle assigned to him or her.
UPDATED: System Information: There is now an Assembly Versions tab which shows the versions of the assemblies the server uses.
UPDATED: Tab Manager: Editable cells now have a white background, and non-editable cells now have a light gray background.
UPDATED: Sales Documents: Saving a sales document with many unmodified line items will now be faster.

Version 1.3.27.9

Release Date 1/24/18

ANDROID

ADDED: Customers: The Customer card now has a Create Contact button.

FIXED: PayFabric: When entering a PayFabric transaction without the web view, if there is an error when saving the Customer Wallet with PayFabric, the actual error from PayFabric will be displayed.
FIXED: Cards: If a card fails to load, leaving the error prompt open will not result in a crash.
FIXED: Cards: Selecting the Back button quickly after opening a card will not crash the app.
FIXED: UDFs: Changes to UDFs will not be lost in low memory situations.
FIXED: Sales Documents: When selecting Email Report from the slide menu, if the global email address is enabled but has failed to load, there will be an error message stating that, rather than a crash.
FIXED: Sales Documents: Line Items: Returning to a line item will no longer crash the app in low memory situations.
FIXED: Dispatch: The buttons on the Route Stop cells will no longer have truncated text on smaller devices.
FIXED: Sales Documents: Quick Pick now works in offline mode.
FIXED: Sales Documents: The settings 'Use User's Location During Document Entry' and 'Use User's Location During Line Item Entry' now consistently work while offline.
FIXED: Sales Documents: Line Items: After selecting an item number for a new line item, Unit Price and Markdown Amount will accept the correct number of decimal places.
FIXED: Sales Documents: Returning to a sales document with the Back button will no longer sometimes result in the document's line item UDFs being missing.

UPDATED: Offline: When logging in offline, if the app fails to load users when validating user credentials, the loading error will be displayed, rather than a "There are no offline users" message.
UPDATED: Sales Documents: Payments: When entering a PayFabric transaction and selecting to enter a new Customer Wallet, the billing information for the wallet will default to the sales document's Bill To address.
UPDATED: PayFabric: If the Wallets tab on the Customer card is enabled in the Tab Manager, but PayFabric is not set up, the Wallets tab will be visible and describe why it cannot load.
UPDATED: CRM: When editing CRM Notes, the text box for the description is now much larger.
UPDATED: Sales Documents: When canceling changes to a sales document, the sales document will reload.
UPDATED: Properties: Opening a property edit screen no longer makes a network call.
UPDATED: Sales Documents: Line item cells now display a truncated version of the line item's comments.
UPDATED: Sales Documents: Line Items: Predefined sales comments can be added to line item comments while online.

Version 1.3.27.8

Release Date 1/24/18

IOS

FIXED: PayFabric: When entering a PayFabric transaction without the web view, if there is an error when saving the Customer Wallet with PayFabric, the actual error from PayFabric will be displayed.
FIXED: Sales Documents: Swiping a credit card while on a sales document will not crash the app, regardless of how payment settings are configured.
FIXED: Sales Documents: Quick Pick now works in offline mode.
FIXED: Sales Documents: The settings 'Use User's Location During Document Entry' and 'Use User's Location During Line Item Entry' now consistently work while offline.
FIXED: Sales Documents: Line Items: After selecting an item number for a new line item, Unit Price and Markdown Amount will accept the correct number of decimal places.
FIXED: Localization: On iOS 11 devices, the app's text will appear in Spanish, if the iOS device's settings prioritize Spanish over English and the device's chosen region supports Spanish.
FIXED: Sales Documents: Saving a sales document will consistently start the spinner.
FIXED: Login: If 'Remember Me' is disabled, the username and password will be cleared out from the Login screen after a successful login.

UPDATED: Sales Documents: Payments: When entering a PayFabric transaction and selecting to enter a new Customer Wallet, the billing information for the wallet will default to the sales document's Bill To address.
UPDATED: Offline: When logging in offline, if the app fails to load users when validating user credentials, the loading error will be displayed, rather than a "There are no offline users" message.
UPDATED: PayFabric: If the Wallets tab on the Customer card is enabled in the Tab Manager, but PayFabric is not set up, the Wallets tab will be visible and describe why it cannot load.
UPDATED: CRM: When editing CRM Notes, the text box for the description is now much larger.
UPDATED: Sales Documents: When canceling changes to a sales document, the sales document will reload.
UPDATED: Properties: Opening a property edit screen no longer makes a network call.

Version 1.3.27.4

Release Date 12/5/17

GP Server

FIXED: IIS: The global email address can be used in the app while connected to an IIS server.

Version 1.3.27.3

Release Date 11/22/17

GP Android

FIXED: Sales Documents: Signatures will now appear on printed receipts.

Version 1.3.27.2

Release Date 11/14/17

GP iOS

FIXED: Offline: The app will not sometimes revert to Online mode after closing and reopening the app while it was in Offline mode.

Version 1.3.27.1

Release Date 11/13/17

GP iOS

BREAKING CHANGE: ADDED: Tab Manager: There is now a Tab Manager module on the server. This controls the visibility and order of tabs for customers, contacts, items, sales documents, line items, and prospects. This module also offers lots of customization of user defined fields, such as being able to create multiple UDF tabs and assign various UDFs to them. Several security settings which controlled the visibility of various tabs and determined whether or not UDFs are editable are now hidden from the Security Editor, since the Tab Manager now controls that functionality. Those security settings are still used to generate the default values for the Tab Manager, and the app itself will still use them if the server does not have the Tab Manager installed.

FIXED: Network Connectivity: If a "Connection dropped" error prompt appears, it will only appear once and will not crash the app.
FIXED: Create Sales Document: If a new customer is created and contact creation is skipped, the customer, sales document, and default contact will have the Sales Person ID, Sales Territory, Shipping Method, and Tax Schedule of the customer.
FIXED: Dispatch: The Route Stop screen no longer has a black bar at the top of the list.
FIXED: Route Stop: The images on the Route buttons respect the buttons' aspect ratios.
FIXED: Sales Line Item: The app no longer crashes when the Line Item lookup is opened after the network connection drops.

ADDED: Setting: Launch Sales Line Item UDFs from Item Search - If set to True, clicking on a cell in the Item card's Sales tab or History tab will send users to the UDFs tab for that line item, instead of to the sales document. Defaults to False.
ADDED: Setting: Should Sync UDFs - If set to True, user defined fields will be synced to Offline mode. This allows UDFs to be viewed and edited while offline and UDFs to sync back to the server when returning to Online mode. Prospect and CRM Contact UDFs are currently not supported while offline. Defaults to False.
ADDED: Setting: Always Take Device Image UDFs - If set to True, the app will automatically resolve possible sync conflicts with Image UDFs by taking the device's version. If set to False, users must manually resolve possible sync conflicts with Image UDFs. Defaults to False.
ADDED: UDFs: Tapping on an Image UDF which already has an image will display an option for deleting that image.
ADDED: Security Setting: Access Security: Use User's Location During Document Entry - If set to True, the app will use the mobile user's warehouse, which is set in the Security Editor, during document entry. Defaults to False.
ADDED: Security Setting: Access Security: Use User's Location During Line Item Entry - If set to True, the app will use the mobile user's warehouse, which is set in the Security Editor, during line item entry. Defaults to False.
ADDED: Setting: Can Edit Sales Line Item Comments - If set to False, users will only be able to select from the available stock comments on Sales Line Items. Defaults to True.

UPDATED: Dispatch: Tapping the document button on a route stop will open a document lookup, if the route stop has more than one sales document link.
UPDATED: Sales Documents: Line Items: The Qty Backordered, Extended Price, and Is Dropship fields can now be shown on line items while editing them, if enabled in the 'Available Line Item Columns For Edit' security setting. Qty Backordered and Extended Price are Read Only, while Is Dropship can be edited.
UPDATED: Sales Documents: Line Items: Predefined sales comments can be added to line item comments while online.
UPDATED: Sales Line Item Search tabs: The Customer card's Items tab, and the Item card's Sales and History tabs, have revamped cells which now include the line item's warehouse and salesperson.

IMPROVED: Item Masters: The Item Tracking option is now viewable in the Item Master properties.

GP Android

FIXED: Create Sales Document: If a new customer is created and contact creation is skipped, the customer, sales document, and default contact will have the Sales Person ID, Sales Territory, Shipping Method, and Tax Schedule of the customer.
FIXED: Sales Documents: Add Recents: Rapidly reopening and closing the Add Recents screen no longer crashes the app.
FIXED: GP Only: Sales document signatures can be viewed and edited while connected to a GP Only server if the 'Can Sign Documents' security setting is set to True.
FIXED: Sales Line Item: The app no longer crashes when the Line Item lookup is opened after the network connection drops.
FIXED: Sales Documents: Line Items: When adding a line item while offline, typing in an item number and then selecting a different text field will not crash the app.

ADDED: Setting: Launch Sales Line Item UDFs from Item Search - If set to True, clicking on a cell in the Item card's Sales tab or History tab will send users to the UDFs tab for that line item, instead of to the sales document. Defaults to False.
ADDED: UDFs: Tapping on an Image UDF which already has an image will display an option for deleting that image.
ADDED: Security Setting: Access Security: Use User's Location During Document Entry - If set to True, the app will use the mobile user's warehouse, which is set in the Security Editor, during document entry. Defaults to False.
ADDED: Security Setting: Access Security: Use User's Location During Line Item Entry - If set to True, the app will use the mobile user's warehouse, which is set in the Security Editor, during line item entry. Defaults to False.

IMPROVED: Dispatch: The text on the Check In/Out button is no longer larger than the button when viewed on small screens.
IMPROVED: Item Masters: The Item Tracking option is now viewable in the Item Master properties.
IMPROVED: PayFabric: EMV payments: Communication errors with an EMV terminal will be displayed in a prompt.

GP Server

FIXED: Reports: Having a mapped Item Master UDF no longer breaks report generation.
FIXED: Sync to Offline: Syncing sales document audits is now faster and will not incorrectly give a "Primary key must be unique" error.
FIXED: Extended User Information: Performing a search on users will work and not result in an error.
FIXED: Customers and Contacts: Customers and contacts now save properly with SalesPad Desktop versions older than 4.5.1.29

ADDED: Sales Document: Support for Avatax tax calculation has been added.
ADDED: Setting: Launch Sales Line Item UDFs from Item Search - If set to True, clicking on a cell in the Item card's Sales tab or History tab will send users to the UDFs tab for that line item, instead of to the sales document. Defaults to False.
ADDED: Setting: Should Sync UDFs - If set to True, user defined fields will be synced to Offline mode. This allows UDFs to be viewed and edited while offline and UDFs to sync back to the server when returning to Online mode. Prospect and CRM Contact UDFs are currently not supported while offline. Defaults to False.
ADDED: Setting: Always Take Device Image UDFs - If set to True, the app will automatically resolve possible sync conflicts with Image UDFs by taking the device's version. If set to False, users must manually resolve possible sync conflicts with Image UDFs. Defaults to False.
ADDED: Security Setting: Access Security: Use User's Location During Document Entry - If set to True, the app will use the mobile user's warehouse, which is set in the Security Editor, during document entry. Defaults to False.
ADDED: Security Setting: Access Security: Use User's Location During Line Item Entry - If set to True, the app will use the mobile user's warehouse, which is set in the Security Editor, during line item entry. Defaults to False.
ADDED: Setting: Can Edit Sales Line Item Comments - If set to False, the Comments field on line items will be Read Only in Android and in the iOS Offline mode. In the iOS Online mode, the Comments field cannot be manually edited while this setting is False, but predefined sales comments can be selected and inserted. Defaults to True.

UPDATED: System Filter Editor: The Sales Document Audit system item can have filters applied to it. However, said filters will only affect audits synced to offline, and not the sales document's Audit tab while online.
UPDATED: DLLs: The SalesPad Desktop DLLs, which the server uses for loading and saving various entities, have been updated to version 4.6.1.4.
UPDATED: Dispatch: Tapping the document button on a route stop will open a document lookup, if the route stop has more than one sales document link.
UPDATED: Sales Documents: Line Items: The Qty Backordered, Extended Price, and Is Dropship fields can now be shown on line items while editing them, if enabled in the 'Available Line Item Columns For Edit' security setting. Qty Backordered and Extended Price are Read Only, while Is Dropship can be edited.
UPDATED: Security Editor: The Enable All Sub Settings and Disable All Sub Settings buttons will no longer change the values of the following security settings: 'Group Catalog Items By Item Group', 'Paged Load Catalog Items', 'Dispatch Only Mode', 'Close Document Card On Forward', and 'Replace Description With Short Description'.

IMPROVED: Item Masters: The Item Tracking option is now viewable in the Item Master properties.

Version 1.3.26.5

Release Date 9/27/17

GP Android

FIXED: Sales Line Item Entry: The lookup now displays the correct quantity for the document's site when the 'Filter Add item Lookup By Document's Warehouse' setting is enabled.

Version 1.3.26.4

Release Date 9/5/17

GP Server

FIXED: Sales Document Lookup: Not having the Functional Discount column no longer breaks the Sales Document lookup.

Version 1.3.26.3

Release Date 8/29/17

GP Server

FIXED: Sales Documents: Adding kit items or saving a document with kit items will not result in an "LNITMSEQ already exists on a different item number" error.

Version 1.3.26.2

Release Date 8/25/17

GP iOS

FIXED: Sales Documents: The app will not freeze when opening a sales document or opening the slide menu on a sales document, regardless of the mobile server's version.

GP Android

FIXED: Sales Documents: The app will not freeze when opening a sales document or opening the slide menu on a sales document, regardless of the mobile server's version.

Version 1.3.26.1

Release Date 8/22/17

GP iOS

FIXED: Sales Line Item Edit: The Delete button handles rotations correctly.
FIXED: Sales Documents: Add Defaults: The Unit of Measures for default items will be applied to any line items created by selecting the Add Defaults button.

ADDED: Demo: Prospects and their contacts are now available in the demo.
ADDED: Demo: Dispatch is now available in the demo.
ADDED: Security Setting: Access Security: PayFabric: Can View Wallets - This setting allows a user to view Customer Wallets on the Customer card. Defaults to False.
ADDED: Security Setting: Access Security: PayFabric: Can Edit Wallets - This setting allows a user to edit Customer Wallets on the Customer card. Defaults to False.
ADDED: Security Setting: Access Security: PayFabric: Can Create Wallets - This setting allows a user to create Customer Wallets on the Customer card. Defaults to False.
ADDED: Security Setting: Access Security: PayFabric: Can Delete Wallets - This setting allows a user to delete Customer Wallets on the Customer card. Defaults to False.
ADDED: Security Setting: Access Security: PayFabric: Show Wallets Tab Offline - If set to True, wallets can be viewed, created, edited, and deleted while the device is in offline mode, if other security settings are enabled. Wallet data is still loaded and saved live with Nodus. Defaults to False.
ADDED: Settings: Use Item Default List Price - If set to True, line items will use the default list price of the item instead of following normal pricing procedures. Defaults to True.
ADDED: Security Setting: Access Security: Document Entry: Available Batch IDs for Document Edit - This setting specifies which batches a document can be in for users to be able to edit that document. If no batches are selected, then users can edit documents regardless of batch, if other settings allow. Defaults to nothing.

IMPROVED: Sales Document: The ability to save a report to the user's device has been added.

GP Android

FIXED: Sales Documents: Add Defaults: The Unit of Measures for default items will be applied to any line items created by selecting the Add Defaults button.
FIXED: Sales Documents: While editing a sales document, its line items will have a consistent appearance.
FIXED: Customers: Catalogs: Opening and saving catalogs will no longer sometimes crash the app.
FIXED: Loading indicators: When loading cards such as the Customer card, the loading indicator will finish much earlier, since loading indicators from not-selected tabs will not appear.

ADDED: Demo: Dispatch is now available in the demo.
ADDED: Security Setting: Access Security: PayFabric: Can View Wallets - This setting allows a user to view Customer Wallets on the Customer card. Defaults to False.
ADDED: Security Setting: Access Security: PayFabric: Can Edit Wallets - This setting allows a user to edit Customer Wallets on the Customer card. Defaults to False.
ADDED: Security Setting: Access Security: PayFabric: Can Create Wallets - This setting allows a user to create Customer Wallets on the Customer card. Defaults to False.
ADDED: Security Setting: Access Security: PayFabric: Can Delete Wallets - This setting allows a user to delete Customer Wallets on the Customer card. Defaults to False.
ADDED: Security Setting: Access Security: PayFabric: Show Wallets Tab Offline - If set to True, wallets can be viewed, created, edited, and deleted while the device is in offline mode, if other security settings are enabled. Wallet data is still loaded and saved live with Nodus. Defaults to False.
ADDED: Settings: Use Item Default List Price - If set to True, line items will use the default list price of the item instead of following normal pricing procedures. Defaults to True.
ADDED: Security Setting: Access Security: Document Entry: Available Batch IDs for Document Edit - This setting specifies which batches a document can be in for users to be able to edit that document. If no batches are selected, then users can edit documents regardless of batch, if other settings allow. Defaults to nothing.
ADDED: Demo: Prospects and their contacts are now available in the demo.

UPDATED: Loading indicators: Loading indicators have a different appearance and will not block the Back button.

IMPROVED: Sales Document: The ability to save a report to the user's device has been added.

GP Server

FIXED: Sales Document Lookup: Opening the Sales Document lookup will not give an "Invalid column name" error when using GP10.
FIXED: Sales Documents: Add Recents: Having a system filter on the SalesLineSearch system item's Sales_Person_ID or Source field will not cause all recent items to fail to load.

ADDED: Sales Documents: Functional Discount is now a sales document field which can be added to reports and be filtered on. This field displays the document discount amount, regardless of how the discount is entered.
ADDED: Security Setting: Access Security: PayFabric: Can View Wallets - This setting allows a user to view Customer Wallets on the Customer card. Defaults to False.
ADDED: Security Setting: Access Security: PayFabric: Can Edit Wallets - This setting allows a user to edit Customer Wallets on the Customer card. Defaults to False.
ADDED: Security Setting: Access Security: PayFabric: Can Create Wallets - This setting allows a user to create Customer Wallets on the Customer card. Defaults to False.
ADDED: Security Setting: Access Security: PayFabric: Can Delete Wallets - This setting allows a user to delete Customer Wallets on the Customer card. Defaults to False.
ADDED: Security Setting: Access Security: PayFabric: Show Wallets Tab Offline - If set to True, wallets can be viewed, created, edited, and deleted while the device is in offline mode, if other security settings are enabled. Wallet data is still loaded and saved live with Nodus. Defaults to False.
ADDED: Settings: Use Item Default List Price - If set to True, line items will use the default list price of the item instead of following normal pricing procedures. Defaults to True.
ADDED: Security Setting: Access Security: Document Entry: Available Batch IDs for Document Edit - This setting specifies which batches a document can be in for users to be able to edit that document. If no batches are selected, then users can edit documents regardless of batch, if other settings allow. Defaults to nothing.

Version 1.3.25.1

Release Date 8/7/17

GP iOS

BREAKING CHANGE: ADDED: Setting: PayFabric: Use Web View - If set to True, PayFabric authorizations and charges will be entered via PayFabric's website. Card data captured with a Honeywell Captuvo Sled or an ID Tech Shuttle will not be sent to PayFabric's website, so this setting must be set to False in order to continue using those accessories with PayFabric. This setting must be set to True for PayFabric EMV processing to work. Defaults to True.

FIXED: Go Online: When customers, contacts, sales documents, interactions, and/or prospects have sync conflicts, the app will not sometimes silently resolve them by automatically taking the offline device's changes.
FIXED: The username will no longer auto-correct while being entered.
FIXED: Sales Documents: UDFs: Sales Document UDFs which are configured to only appear on some document types will only appear on those document types.
FIXED: GP Only: Create Prospect will not appear in the slide menu while connected to a GP Only server.
FIXED: Dispatch: Inactive route stops will not appear.
FIXED: The User Defined Field tab will no longer show for backorders or fulfillment orders.
FIXED: Editing: When editing numeric fields, such as a line item's Unit Price, the text field displaying the number will not overlap with the Minus button on smaller devices, and the text field will handle device rotations correctly.
FIXED: On the main Login screen, the Return key on the keyboard will now read as Next when the Username field is selected, and it will advance the user to the Password input field when selected. When the user then selects the Password field, the Return key will read as Done and perform the same action as selecting the Sign In button on the screen.
FIXED: Sales Document: The handling of item numbers with apostrophes was improved.
FIXED: Sales Documents: Printing: If Wifi is not enabled and no Zebra printer is connected, the app will show a prompt explaining that.
FIXED: Sales Documents: Line Items: When editing a line item which was already saved, if the line's quantity is decreased to be below its quantity fulfilled, its quantity fulfilled will be decreased to its quantity. If the line item is a serial or lot tracked item on a separate fulfillment document, the user will get an error message explaining that the line's quantity cannot be less than its quantity fulfilled.

ADDED: Security Setting: Access Security: Documents: Can Select Sources When Searching - If set to True, users can select which document sources appear in the main Sales Document lookup by touching the gear icon. Defaults to True.
ADDED: Sales Document Lookups: Users can choose which Sales Document Types to search on by touching the gear icon.
ADDED: Prospect Lookup: Users can include historical prospects in prospect searches by touching the gear icon.
ADDED: Slide Menu: There is now a System Information screen in the mobile app which shows some information about the server, company, and device. This screen is visible by default, but will be hidden if the new security setting 'Can View System Information' in the Misc category of Access Security is set to False.
ADDED: PayFabric: PayFabric version 3 is now supported. The new mobile server settings 'PayFabric Version', 'Payment API URL', and 'Payment Hosted Page URL' must be given appropriate values for version 3 to work.
ADDED: PayFabric: EMV processing is now supported.
ADDED: Extended User Information: If SalesPad Desktop version 4.6.0.0 or higher is installed, each user can be assigned a credit card device in the Extended User Information server module. If the device is a PayFabric device, that device will be the default terminal when entering PayFabric transactions.
ADDED: Setting: Use Web View Formatting - If set to True, formatting will be applied to the PayFabric web views to improve their appearance in the mobile app. Defaults to True.

UPDATED: Login: If the locales of the server and device are different, the app will display a warning message while logging in.
UPDATED: Prompts: Many prompts were slightly tweaked to be more consistent with modern Apple design guidelines.

IMPROVED: Image UDFs: The prompt for image picker mode will no longer show camera, if the app was not given permission for camera access.
IMPROVED: Sales Documents: The Add Multiple Items search does not clear quantities of added items in new searches when the item is included in the results of the new search.

GP Android

FIXED: Socket Mobile CHS: Connecting to a Socket Mobile cordless hand scanner will now have a higher success rate for newer Android versions such as Marshmallow and Nougat.
FIXED: Go Online: When customers, contacts, sales documents, interactions, and/or prospects have sync conflicts, the app will not sometimes silently resolve them by automatically taking the offline device's changes.
FIXED: Sales Documents: Printing: Trying to print a report will not crash the app.
FIXED: Customer: The tab bar will be hidden when the Customer card's Doc/Hist tab's Search Column Edit screen is open.
FIXED: Prospects: When selecting a Bill To or Ship To address, and when selecting a contact person for an interactions, the Contact lookup will auto-search.
FIXED: Sales Documents: UDFs: Sales Document UDFs which are configured to only appear on some document types will only appear on those document types.
FIXED: GP Only: Create Prospect will not appear in the slide menu while connected to a GP Only server.
FIXED: The User Defined Field tab will no longer show for backorders or fulfillment orders.
FIXED: Item Lookup: The Qty On Hand field will pull in the correct values for the selected Location.
FIXED: Sales Document: The handling of item numbers with apostrophes was improved.
FIXED: Contacts: The app will no longer sometimes crash if reopened while on a Contact card.
FIXED: Prospects: The app will no longer sometimes crash if reopened while on a Prospect card.
FIXED: Sales Documents: Line Items: When editing a line item which was already saved, if the line's quantity is decreased to be below its quantity fulfilled, its quantity fulfilled will be decreased to its quantity. If the line item is a serial or lot tracked item on a separate fulfillment document, the user will get an error message explaining that the line's quantity cannot be less than its quantity fulfilled.

ADDED: Security Setting: Access Security: Documents: Can Select Sources When Searching - If set to True, users can select which document sources appear in the main Sales Document lookup by touching the gear icon. Defaults to True.
ADDED: Sales Document Lookups: Users can choose which Sales Document Types to search on by touching the gear icon.
ADDED: Prospect Lookup: Users can include historical prospects in prospect searches by touching the gear icon.
ADDED: Slide Menu: There is now a System Information screen in the mobile app which shows some information about the server, company, and device. This screen is visible by default, but will be hidden if the new security setting 'Can View System Information' in the Misc category of Access Security is set to False.
ADDED: Dispatch: The Dispatch module is now available in Android. Users can view and make some changes to routes and route stops which belong to the user's dispatch driver or vehicle.
ADDED: PayFabric: PayFabric version 3 is now supported. The new mobile server settings 'PayFabric Version', 'Payment API URL', and 'Payment Hosted Page URL' must be given appropriate values for version 3 to work.
ADDED: PayFabric: EMV processing is now supported.
ADDED: Extended User Information: If SalesPad Desktop version 4.6.0.0 or higher is installed, each user can be assigned a credit card device in the Extended User Information server module. If the device is a PayFabric device, that device will be the default terminal when entering PayFabric transactions.
ADDED: Setting: Use Web View Formatting - If set to True, formatting will be applied to the PayFabric web views to improve their appearance in the mobile app. Defaults to True.

UPDATED: Sales Documents: Printing: If the app is running on an Android 5.0 or higher device, the app will print reports with Android's standard printing interface.
UPDATED: Login: If the locales of the server and device are different, the app will display a warning message while logging in.

IMPROVED: Sales Documents: The Add Multiple Items search does not clear quantities of added items in new searches when the item is included in the results of the new search.

GP Server

FIXED: Go Online: When customers, contacts, sales documents, interactions, and/or prospects have sync conflicts, the app will not sometimes silently resolve them by automatically taking the offline device's changes.
FIXED: Sales Document Save: If the sales document that's being saved is currently locked, a message indicating that will be sent back to the user.
FIXED: Sales Documents: Adding notes to a document with many line items is now faster and less likely to time out.
FIXED: Sales Documents: UDFs: Sales Document UDFs which are configured to only appear on some document types will only appear on those document types.
FIXED: Settings: Settings involving Dispatch are no longer in the GP Only server, since Dispatch is not available for GP Only.
FIXED: Sales Documents: Having a sales document with a blank document number will not result in an Econnect error when creating other sales documents of the same document type.
FIXED: PayFabric: PayFabric payments and deposits created in SalesPad Desktop 4.5.1.29 or higher will not appear twice on the sales document Payments tab.
FIXED: PayFabric: PayFabric payments and deposits created in SalesPad Desktop 4.5.1.29 or higher can now be properly voided and credited.
FIXED: PayFabric: When voiding or crediting a PayFabric payment or deposit, the app will check if the sales document is locked first, since the payment cannot be fully deleted if the document is locked.
FIXED: Sales Document: The handling of item numbers with apostrophes was improved.
FIXED: Sales Documents: Line Items: When editing a line item which was already saved, if the line's quantity is decreased to be below its quantity fulfilled, its quantity fulfilled will be decreased to its quantity. If the line item is a serial or lot tracked item on a separate fulfillment document, the user will get an error message explaining that the line's quantity cannot be less than its quantity fulfilled.
FIXED: Create Customer: The Trade Discount field will save when creating a customer if the server mode is GP Only or the SalesPad Desktop version is 4.5.1.15 or above.

UPDATED: Login: If the locales of the server and device are different, the app will display a warning message while logging in.
UPDATED: System Filter Wizard: If the selected field has a Text data type in the database (i.e. Sales Document system item, Comments field), then only the Like and Not Like operations will be selectable, since the others do not work.
UPDATED: System Filter Wizard: If the selected field is a boolean field, then the end value textbox is replaced with a checkbox.
UPDATED: System Filter Wizard: If the selected field is a datetime field, then the end value textbox is replaced with a date and time picker.
UPDATED: Sales Documents: Payments: Nodus PayFabric integration is now available for GP Only mode.
UPDATED: DLLs: The SalesPad Desktop DLLs, which the server uses for loading and saving various entities, have been updated to version 4.6.0.14.
UPDATED: DevExpress: The DevExpress DLLs, which the server uses for server UI and reports, have been updated to version 16.2.5.

IMPROVED: Saving: Saving customers, contacts, and sales documents is now a faster process.

Version 1.3.24.4

Release Date 7/18/17

GP iOS

FIXED: Honeywell Captuvo Sled: The card reader will no longer sometimes require configuration in a separate app in order to work.

IMPROVED: Honeywell Captuvo Sled: The Honeywell SDK is updated to version 3.04.1425. IMPROVED: Honeywell Captuvo Sled: When the app is moved to the background, it will request that the Honeywell Captuvo Sled's scanning and card-reading hardware be turned off in order to preserve power.

Version 1.3.24.3

Release Date 7/6/17

GP Server

FIXED: System Filters: Having filters on the Item Master system item's Item Number field will not cause an error message to appear when trying to save sales documents.

Version 1.3.24.2

Release Date 6/30/17

GP Server

FIXED: IIS: Printed and emailed sales document reports will load user defined field values, if there are any on the report.
FIXED: Reports: Having the Sales Line Item field Tax_Ammount on a report will display the tax amount of the line item, instead of always being 0.

Version 1.3.24.1

Release Date 5/15/17

GP iOS

BREAKING CHANGE: ADDED: Settings: A setting has been added to control whether or not the Sales Document Audit records will be synced to offline. This setting defaults to False.

FIXED: Contacts: When trying to place a phone call, the message "This device does not support this form of contact" will not incorrectly appear.
FIXED: Sales Documents: Payments and holds are now read-only for historical sales documents.
FIXED: Customers: Graph: The graph now plots either the price, freight, or cost, depending on which is selected on the Graph Settings screen. Previously, the graph was always plotting cost.
FIXED: Sales Line Item: Using the Add Defaults button on sales line items in offline mode with the Customer Item Number settings enabled no longer causes a crash.
FIXED: Offline mode: Sales Document Totals: Trade Discounts are no longer off by a factor of 100.
FIXED: Reports: When emailing and printing reports, rich text user fields will not display rich text formatting tags.
FIXED: UDFs: Rich text formatting tags will not appear on rich text UDFs.
FIXED: UDFs: When editing rich text UDFs, the changes will save if the Save button is pressed while the rich text UDF is selected.
FIXED: Sales Document: Inactive items are filtered out of the lookups if the document is not a return.

ADDED: Prospects: Prospects can now be created, edited, and deleted in SalesPad Mobile.
ADDED: Prospects: UDFs: Prospect UDFs are now editable.
ADDED: Security Setting: Access Security: Prospects: Available Prospect Columns For Edit - This setting selects the Prospect columns that can be edited while editing prospects in SalesPad Mobile. Defaults to all columns.
ADDED: Security Setting: Access Security: Prospects: Can Choose Prospect Bill To Address - If set to True, the user can choose the Bill To address for Prospects. Defaults to True.
ADDED: Security Setting: Access Security: Prospects: Can Choose Prospect Ship To Address - If set to True, the user can choose the Ship To address for Prospects. Defaults to True.
ADDED: Security Setting: Access Security: Prospects: Can Create Prospects - This setting determines whether or not Prospects can be created. Defaults to False.
ADDED: Security Setting: Access Security: Prospects: Can Delete Prospects - This setting determines whether or not Prospects can be deleted. Defaults to False.
ADDED: Security Setting: Access Security: Prospects: Can Edit Prospect UDFs - This setting determines whether or not user defined fields for Prospects can be changed on the device. Defaults to False.
ADDED: Security Setting: Access Security: Prospects: Can Edit Prospects - This setting determines whether or not Prospects can be edited on the device. Defaults to False.
ADDED: Prospects: Contacts: Contacts belonging to Prospects can now be added, edited, and deleted in SalesPad Mobile. The security settings 'Available Prospect CRM Contact Columns For Edit', 'Can Delete CRM Contacts', 'Can Edit Contact', 'Can Edit Contact UDFs', 'Can Enter Contact', and 'Can View Contact UDFs' control aspects of this functionality. ADDED: Prospects: Contacts: Selecting a Contact will open a prompt asking to go to the Contact, edit the Contact, make a phone call, or send an email.
ADDED: Security Setting: Access Security: Contacts: Available Prospect CRM Contact Columns For Edit - This setting selects the CRM Contact columns that can be edited while editing Contacts belonging to Prospects in SalesPad Mobile. Defaults to all columns.
ADDED: Security Setting: Access Security: Contacts: Can Delete CRM Contacts - This setting determines whether or not CRM Contacts can be deleted. Defaults to True.
ADDED: Security Setting: Access Security: Contacts: Viewable CRM Contact Columns In Properties - This setting selects the CRM Contact columns that can be viewed in the Properties section for Contacts belonging to Prospects. Defaults to all columns.
ADDED: Setting: Vendor Item Searching - If True, the main inventory lookup and the inventory lookup will have a tab for vendor items when adding a line item.
ADDED: CRM Contacts: CRM Contacts, which are Contacts that belong to Prospects, now have an Interactions tab. Interactions can be viewed, edited, created, and deleted from that tab.
ADDED: Dispatch: A Dispatch module is now available for iOS, which allows mobile users to view routes and stops and to change the Appointment Status of a stop by checking in or out. The routes that are visible for each user depend on the Dispatch Driver or Dispatch Vehicle assigned to the user in the Extended User Information module, and also on the security settings 'Dispatch Route Range Future' and 'Dispatch Route Range Past'. The Dispatch extension module must be installed and configured in SalesPad Desktop for Dispatch to be available.
ADDED: Security Setting: Dispatch Enabled - If True, users are able to access the Dispatch screen to view Dispatch Route information. Defaults to False.
ADDED: Security Setting: Dispatch Only Mode: If True and if 'Dispatch Enabled' is True, when logging in, users will be sent directly to the Dispatch screen and will have limited navigation options from the menu. Defaults to False.
ADDED: Security Setting: Dispatch Route Range Future - This setting sets how many days forward to look when searching for Dispatch Routes. Defaults to 1.
ADDED: Security Setting: Dispatch Route Range Past - This setting sets how many days back to look when searching for Dispatch Routes. Defaults to 1.
ADDED: Setting: Appointment Status for Checkin - This setting sets the Appointment Status for a Route Stop when a user checks in on the mobile device.
ADDED: Setting: Appointment Status for Checkout - This setting sets the Appointment Status for a Route Stop when a user checks out on the mobile device.
ADDED: Setting: Saving Signature Creates Audit Record - If set to True, saving a signature on a sales document will create an audit record with a description of the date and time that the signature was saved. Defaults to False.
ADDED: Security Setting: Documents: Signature Required Document IDs - This setting selects the Workflows which will require a signature before saving.
ADDED: Setting: Request Timeout Duration - This setting determines the number of seconds that the device will wait for the server to respond to a request. Defaults to 20.

UPDATED: Customers: Graph: The value labels now round to the nearest whole number.

IMPROVED: Dispatch: The loading of the Dispatch screen was polished.

GP Android

BREAKING CHANGE: ADDED: Settings: A setting has been added to control whether or not the Sales Document Audit records will be synced to offline. This setting defaults to False.

FIXED: Sales Document Lookup: When deleting a sales document, the deleted document will no longer appear in the lookup, regardless of whether or not anything was typed into the search bar.
FIXED: Sales Line Item UDFs: The line item's UDFs are now editable immediately after being added to the sales document.
FIXED: Sales Documents: Payments and holds are now read-only for historical sales documents.
FIXED: Customer: The Docs tab and the Historical Docs tab now use the correct security settings for their document types.
FIXED: Customers: Graph: The graph now plots either the price, freight, or cost, depending on which is selected on the Graph Settings screen. Previously, the graph was always plotting cost.
FIXED: Sales Monitor: The header will now show the selected Doc ID/Batch.
FIXED: Sales Document Entry: Entering a document will no longer cause the app to crash.
FIXED: Offline mode: Sales Document Totals: Trade Discounts are no longer off by a factor of 100.
FIXED: Sales Document: Inactive items are filtered out of the lookups if the document is not a return.

UPDATED: Customers: Graph: The value labels now round to the nearest whole number.

IMPROVED: Customers: The Catalog tab will now display a "No Results Found" watermark when there are no catalogs for the customer.

GP Server

BREAKING CHANGE: ADDED: Settings: A setting has been added to control whether or not the Sales Document Audit records will be synced to offline. This setting defaults to false.

FIXED: System Filters: Making filters on the Inactive field for InventoryLookup, InventoryByLoc, SalesLineSearch, or QuickPickItem will not cause errors, regardless of the GP version.
FIXED: Sync to Offline: Having an Item Master user defined field named "Inactive" will not prevent syncing to offline for GP 2010.
FIXED: Offline Pricing: Deleted Group Pricing groups are now filtered out of the offline synchronization.
FIXED: Reports: When emailing and printing reports, rich text user fields will not display rich text formatting tags.
FIXED: UDFs: Rich text formatting tags will not appear on rich text UDFs.
FIXED: UDFs: When editing rich text UDFs, the changes will save if the Save button is pressed while the rich text UDF is selected.
FIXED: Interactions: Editing existing interactions will not change the Updated By field to the system user signed into the console.
FIXED: IIS: The IIS server will no longer frequently load settings from the Settings module.

ADDED: Settings: PayFabric: Preauth Hold Code: If this setting has a non-blank value, when a PayFabric authorization is entered, the server will create a hold named after this setting's value. When capturing or voiding the authorization, the server will delete that hold. This setting's value must not exceed 15 characters and will be truncated if longer. Defaults to CC_PREAUTH.
ADDED: Prospects: Prospects can now be created, edited, and deleted in SalesPad Mobile.
ADDED: Prospects: UDFs: Prospect UDFs are now editable.
ADDED: Security Setting: Access Security: Prospects: Available Prospect Columns For Edit - This setting selects the Prospect columns that can be edited while editing prospects in SalesPad Mobile. Defaults to all columns.
ADDED: Security Setting: Access Security: Prospects: Can Choose Prospect Bill To Address - If set to True, the user can choose the Bill To address for Prospects. Defaults to True.
ADDED: Security Setting: Access Security: Prospects: Can Choose Prospect Ship To Address - If set to True, the user can choose the Ship To address for Prospects. Defaults to True.
ADDED: Security Setting: Access Security: Prospects: Can Create Prospects - This setting determines whether or not Prospects can be created. Defaults to False.
ADDED: Security Setting: Access Security: Prospects: Can Delete Prospects - This setting determines whether or not Prospects can be deleted. Defaults to False.
ADDED: Security Setting: Access Security: Prospects: Can Edit Prospect UDFs - This setting determines whether or not user defined fields for Prospects can be changed on the device. Defaults to False.
ADDED: Security Setting: Access Security: Prospects: Can Edit Prospects - This setting determines whether or not Prospects can be edited on the device. Defaults to False.
ADDED: Prospects: Contacts: Contacts belonging to Prospects can now be added, edited, and deleted in SalesPad Mobile. The security settings 'Available Prospect CRM Contact Columns For Edit', 'Can Delete CRM Contacts', 'Can Edit Contact', 'Can Edit Contact UDFs', 'Can Enter Contact', and 'Can View Contact UDFs' control aspects of this functionality.
ADDED: Prospects: Contacts: Selecting a Contact will open a prompt asking to go to the Contact, edit the Contact, make a phone call, or send an email.
ADDED: Security Setting: Access Security: Contacts: Available Prospect CRM Contact Columns For Edit - This setting selects the CRM Contact columns that can be edited while editing Contacts belonging to Prospects in SalesPad Mobile. Defaults to all columns.
ADDED: Security Setting: Access Security: Contacts: Can Delete CRM Contacts - This setting determines whether or not CRM Contacts can be deleted. Defaults to True.
ADDED: Security Setting: Access Security: Contacts: Viewable CRM Contact Columns In Properties - This setting selects the CRM Contact columns that can be viewed in the Properties section for Contacts belonging to Prospects. Defaults to all columns.
ADDED: Setting: Vendor Item Searching - If True, the main inventory lookup and the inventory lookup will have a tab for vendor items when adding a line item.
ADDED: CRM Contacts: CRM Contacts, which are Contacts that belong to Prospects, now have an Interactions tab. Interactions can be viewed, edited, created, and deleted from that tab.
ADDED: Dispatch: A Dispatch module is now available for iOS, which allows mobile users to view routes and stops and to change the Appointment Status of a stop by checking in or out. The routes that are visible for each user depend on the Dispatch Driver or Dispatch Vehicle assigned to the user in the Extended User Information module, and also on the security settings 'Dispatch Route Range Future' and 'Dispatch Route Range Past'. The Dispatch extension module must be installed and configured in SalesPad Desktop for Dispatch to be available.
ADDED: Security Setting: Dispatch Enabled - If True, users are able to access the Dispatch screen to view Dispatch Route information. Defaults to False.
ADDED: Security Setting: Dispatch Only Mode: If True and if 'Dispatch Enabled' is True, when logging in, users will be sent directly to the Dispatch screen and will have limited navigation options from the menu. Defaults to False.
ADDED: Security Setting: Dispatch Route Range Future - This setting sets how many days forward to look when searching for Dispatch Routes. Defaults to 1.
ADDED: Security Setting: Dispatch Route Range Past - This setting sets how many days back to look when searching for Dispatch Routes. Defaults to 1.
ADDED: Setting: Appointment Status for Checkin - This setting sets the Appointment Status for a Route Stop when a user checks in on the mobile device.
ADDED: Setting: Appointment Status for Checkout - This setting sets the Appointment Status for a Route Stop when a user checks out on the mobile device.
ADDED: Setting: Saving Signature Creates Audit Record - If set to True, saving a signature on a sales document will create an audit record with a description of the date and time that the signature was saved. Defaults to False.
ADDED: Security Setting: Documents: Signature Required Document IDs - This setting selects the Workflows which will require a signature before saving.
ADDED: Setting: Request Timeout Duration - This setting determines the number of seconds that the device will wait for the server to respond to a request. Defaults to 20.

Version 1.3.23.1

Release Date 3/8/17

GP iOS

FIXED: Quick Pick: Item images are now correctly shown.
FIXED: Quick Pick: When viewing Quick Pick as a list, items at the very bottom are now visible.
FIXED: User Fields: If a text user field has Field is Rich Text Memo checked, the app will display the user field with multiple lines.
FIXED: Synchronization: The cards now properly reload to avoid incorrect sync errors.
FIXED: Sales Documents: Payments: PayFabric payments and deposits which were not saved to Dynamics GP due to an error will appear in the Payments list.
FIXED: Customer: When in edit mode, the Contact card is cannot be opened from the Customer card.
FIXED: Sales Documents: If a user opens a sales document multiple times and then deletes the document, navigating back to that document will trigger an error saying it is deleted.
FIXED: Add multiple items: The search bar no longer extends its right side off of the edge of the screen.
FIXED: Payments: PayFabric: The app now correctly handles situations where a customer has two or more PayFabric cards with the same masked credit card number.
FIXED: Entry Wizard: Econnect errors at the end of the entry will no longer force-close the wizard.

ADDED: Contact Entry: Phone Number fields are now available to be modified when an entry is in progress.
ADDED: Security: Zebra Avoid Printing Fields - Added Unit Price, Subtotal, Misc Charges, Freight, Discount, Tax, Amount Received, and Total to the list of available fields.
ADDED: Customer Item Number: Settings for writing a customer item number and descriptions to a specified sales line item UDF have been added.

UPDATED: Security Editor: Access Security: Payments: Available Transaction Types: Reattempt Save To GP can be enabled as a transaction type. If enabled, users can select PayFabric payments and deposits which were not saved to Dynamics GP and reattempt to save them.
UPDATED: Sales Documents: Payment Entry: If the sales document has a PayFabric payment or deposit which was not saved to Dynamics GP, the app will display a warning about that when entering a payment.
UPDATED: Mobile License Manager: The device name will no longer be included in the Machine ID for new device activations.

IMPROVED: Image UDFs: The error message shown when a image UDF's file is locked now actually says that the file is locked.
IMPROVED: Pricing: The markdown amount is now included in the Customer Special Markdown mode.
IMPROVED: Scripts: Messages from scripts will now be shown on the device without a save needing to be cancelled.
IMPROVED: Calls to open selected address in a map now open and send the request to the native iOS Maps app.

GP Android

FIXED: Quick Pick: Item images are now correctly shown.
FIXED: Sales Documents: Payments: PayFabric payments and deposits which were not saved to Dynamics GP due to an error will appear in the Payments list.
FIXED: Sales Document: While in edit mode, selecting the UDF tab will no longer incorrectly affect the Auxiliary tab bar.
FIXED: Customer: When in edit mode, the Contact card is cannot be opened from the Customer card.
FIXED: Card Tabs: A contract mismatch causing a tab to fail to load will no longer yield in an endless spinner.
FIXED: Inventory Lookup: The Item Description field's length was adjusted to allow longer descriptions before truncating.
FIXED: Sales Documents: If a user opens a sales document multiple times and then deletes the document, navigating back to that document will trigger an error saying it is deleted.
FIXED: Sales Documents: Payments: If a payment is entered in the Totals screen, it will appear in the Payments tab without the user needing to reopen the document.
FIXED: Payments: PayFabric: The app now correctly handles situations where a customer has two or more PayFabric cards with the same masked credit card number.

UPDATED: Mobile License Manager: The device name will no longer be included in the Machine ID for new device activations.
UPDATED: Security Editor: Access Security: Payments: Available Transaction Types: Reattempt Save To GP can be enabled as a transaction type. If enabled, users can select PayFabric payments and deposits which were not saved to Dynamics GP and reattempt to save them.
UPDATED: Sales Documents: Payment Entry: If the sales document has a PayFabric payment or deposit which was not saved to Dynamics GP, the app will display a warning about that when entering a payment.

IMPROVED: Image UDFs: The error message shown when a image UDF's file is locked now actually says that the file is locked.
IMPROVED: Pricing: The markdown amount is now included in the Customer Special Markdown mode.
IMPROVED: Scripts: Messages from scripts will now be shown on the device without a save needing to be cancelled.
IMPROVED: WIFI Printing: An extraneous watermark was removed from the Printer Selection screen.

GP Server

FIXED: Synchronization: The cards now properly reload to avoid incorrect sync errors.
FIXED: Sales Documents: Payments: PayFabric payments and deposits which were not saved to Dynamics GP due to an error will appear in the Payments list.
FIXED: Add multiple line items: Adding an item that doesn't have a Price Level no longer causes an object reference error.
FIXED: System Filters: Many fields which could not actually be filtered have been removed from the System Filter Wizard.
FIXED: System Filters: Filters on the ItemMaster system item's Can_Backorder field now work.
FIXED: System Filters: Filters on the PaymentSearch system item's PayerName field now work.
FIXED: System Filters: Filters on the WorkflowQueue system item's Workflow_ID field now work.
FIXED: System Filter Editor: Several sales document fields which could not be filtered were removed from the Fields list when making filters.

ADDED: Security: Zebra Avoid Printing Fields - Added Unit Price, Subtotal, Misc Charges, Freight, Discount, Tax, Amount Received, and Total to the list of available fields.
ADDED: Customer Item Number: Settings for writing a customer item number and descriptions to a specified sales line item UDF have been added.

UPDATED: System Filters: The SalesDocumentAudit system item can no longer be filtered, since filters on audits do not work.
UPDATED: Security Editor: Access Security: Payments: Available Transaction Types: Reattempt Save To GP can be enabled as a transaction type. If enabled, users can select PayFabric payments and deposits which were not saved to Dynamics GP and reattempt to save them.
UPDATED: Sales Documents: Payment Entry: If the sales document has a PayFabric payment or deposit which was not saved to Dynamics GP, the app will display a warning about that when entering a payment.
UPDATED: System Filter Editor: SalesDocumentLookup is a new system item which can be filtered. System filters on the SalesDocument system item automatically apply to the SalesDocumentLookup system item as well. Filters on the SalesDocumentLookup system item further filter most lists of Sales Documents and search on Sales Documents. The main purpose of this new system item is to allow Sales Document lookups to be filtered by their holds.
UPDATED: Mobile License Manager: The device name will no longer be included in the Machine ID for new device activations.
UPDATED: Settings: The default UDF image transfer size was increased from 256 kilobytes to 512 kilobytes.

IMPROVED: Licensing: The mobile server will now better handle situations where the licensing server is having issues.
IMPROVED: Scripts: Messages from scripts will now be shown on the device without a save needing to be cancelled.
IMPROVED: Sales Document Save: The list of sales document UDF's will be fully populated when passing into the pre and post save scripts.

Version 1.3.22.8

Release Date 2/16/17

GP Server

FIXED: System Filter Wizard: When the Custom Value field doesn't have a value after hitting Previous and continuing forward, the wizard will no longer become stuck.
FIXED: Sales Documents: Creating sales documents in SalesPad Mobile will not result in duplicate master numbers for sales documents.

IMPROVED: User Email Accounts: The error message raised from sending test emails when the email account was not set up correctly was expanded.

REMOVED: Help Menu: The Updates option was removed.

Version 1.3.22.1

Release Date 1/18/17

GP iOS

FIXED: Sales Documents: Payments: When submitting a payment to CardControl and not all fields are filled out, the error message will mention that possibility, instead of only displaying a "Failed" message.
FIXED: When entering Contacts, Customers, and sales documents, if the user creates a new Customer and a new Contact, an error message saying "A contact matching the key columns" will not appear.
FIXED: Decimal UDFs: The number of digits users can enter into the fractional part of decimal UDFs in the app is now the same as what the decimal UDF supports when saving it, instead of always being five.
FIXED: UDFs: Selecting an image for a UDF that did not already have an image will no longer temporarily prevent the user from scrolling to the bottom of that UDF tab.
FIXED: Connection Screen: Opening the keyboard will not prevent the screen from being scrolled to the top.
FIXED: UDFs: Selecting images several times on the same UDFs tab will not crash the app.
FIXED: Sales Document: Comments Tab: Add Comment: In the list of predefined comments, if a comment cannot fit on a single line, it will be truncated at the end. Selecting the comment will still add the full comment.
FIXED: Payment Entry: Pressing the Back button and selecting a different Payment Method, transaction type, or Payment Type will not cause the original selection to become blank.
FIXED: Offline Mode: The slide menu no longer stays open when the sync to offline completes.
FIXED: Customers: Catalogs: When editing par quantities for a catalog, the button in the upper right is now titled Save, instead of Add Items.
FIXED: Offline Login: The Username field is now case insensitive like it is in online mode login.
FIXED: Sync to Online: If the device activation for an offline device was deleted and there are less than two device activations for that user when that offline user attempts to sync to online, the app will generate a new device activation and allow the user to sync to online.

UPDATED: About: The server's locale can now be set to "Español - Argentina."
UPDATED: Customers: The Shipping Method field is now editable.
UPDATED: Sales Documents: Payments: Payments can no longer be entered while editing a sales document.
UPDATED: Sales Documents: Clicking on the Customer section of the Doc tab while not editing a sales document will open the Totals screen. Payments can be entered from that screen while the sales document is not being edited.
UPDATED: Sales Documents: It is now possible to set freight on sales documents.
UPDATED: Sales Documents: Sales documents will now load faster.
UPDATED: Sync Images: If an image's file size larger than the size specified in 'Image Size Sync Limit,' instead of refusing to sync the image, a lower resolution version of the image is sent to the device.
UPDATED: Image UDFs: The camera can now be used to set an image for the Image UDF.
UPDATED: Contact Lookup: The prompt that appears when selecting a contact is now more like other prompts in the app.
UPDATED: Accessories: All references to Olli are removed.
UPDATED: Security Editor: Access Security: Payments: Available Payment Methods: Nodus PayFabric is now available as a Payment Method.

ADDED: Setting: UDF Image Maximum Height - When saving a new image for an image UDF, the app will resize the image to not be above the specified height, preserving the aspect ratio in the process. If the maximum height and width are 0 or below, the image will not be resized. If only the maximum height is 0 or below, the image will be resized using the maximum width. Defaults to 0.
ADDED: Setting: UDF Image Maximum Width - When saving a new image for an image UDF, the app will resize the image to not be above the specified width, preserving the aspect ratio in the process. If the maximum height and width are 0 or below, the image will not be resized. If only the maximum width is 0 or below, the image will be resized using the maximum height.
ADDED: Sales Documents: Payments: Payments can now be made using Nodus PayFabric.
ADDED: Settings: PayFabric: Credit Card Type Mappings - Mapping of Credit Card Types to Dynamics. Supported Types: AM, DI, MC, VI. Defaults to 'AmericanExpress:AMEX; DISCOVER:DC; MASTERCARD:MC; VISA:VI'. If this setting doesn't map to valid credit cards in Dynamics, then there will be issues saving PayFabric transactions to Dynamics.
ADDED: Settings: PayFabric: Default Gateway - The name of the payment processor set up in PayFabric in the Gateway Account Profiles screen you wish to default to. Defaults to nothing.
ADDED: Settings: PayFabric: Device Key - The key of the device set up in PayFabric in the 'Device Management' screen. Defaults to nothing.
ADDED: Settings: PayFabric: Device Password - The password of the device set up in PayFabric in the 'Device Management' screen. Defaults to nothing.
ADDED: Settings: PayFabric: Transaction URL - The URL that opens the PayFabric transaction form. Defaults to https://sandbox.payfabric.com/V2/.

GP Android

FIXED: Repeatedly pressing the Save button when creating or editing a Contact, Customer, or sales document will no longer causes errors or crashes.
FIXED: When entering Contacts, Customers, and sales documents, if the user creates a new Customer and a new Contact, an error message saying "A contact matching the key columns" will not appear.
FIXED: Decimal UDFs: The number of digits users can enter into the fractional part of decimal UDFs in the app is now the same as what the decimal UDF supports when saving it, instead of always being five.
FIXED: Customers: The Items tab is no longer visible in offline mode.
FIXED: Customers: The Catalog tab will no longer appear in offline mode.
FIXED: Edit Screens: Buttons are now the correct background colors.
FIXED: Offline Login: The Username field is now case insensitive like it is in online mode login.
FIXED: Customers: Having 'Can Choose Bill To Addr' set to False in the Security Editor will prevent users in that security group from changing a customer's Bill To address.
FIXED: Customers: Having 'Can Choose Ship To Addr' set to False in the Security Editor will prevent users in that security group from changing a customer's Ship To address.
FIXED: Sync to Online: If the device activation for an offline device was deleted and there are less than two device activations for that user when that offline user attempts to sync to online, the app will generate a new device activation and allow the user to sync to online.
FIXED: Sales Documents: Payments: Enabling or disabling CardControl or PayFabric in the Settings module will no longer sometimes cause the app to freeze when loading payments.

UPDATED: Customers: The Shipping Method field is now editable.
UPDATED: Sales Documents: It is now possible to set freight on sales documents.
UPDATED: Sales Documents: Sales documents will now load faster.
UPDATED: Sync Images: If an image's file size larger than the size specified in 'Image Size Sync Limit,' instead of refusing to sync the image, a lower resolution version of the image is sent to the device.
UPDATED: Image UDFs: The camera can now be used to set an image for the Image UDF.
UPDATED: Create Sales Document: If a user selects a document type which only has one Workflow available for entry, the app will auto-select that Workflow.
UPDATED: Security Editor: Access Security: Payments: Available Payment Methods: Nodus PayFabric is now available as a Payment Method.

GP Server

FIXED: Uninstaller: If the server cannot be uninstalled, the uninstaller will display a message and not uninstall itself.
FIXED: Decimal UDFs: The number of digits users can enter into the fractional part of decimal UDFs in the app is now the same as what the decimal UDF supports when saving it, instead of always being five.
FIXED: Dock Panel: The Move to Tab functionality was moved to the panel's header and now returns the module to its default tabbed position, instead of giving errors or hiding the module.
FIXED: Security Editor: Access Security: Document Entry: All security settings in the document entry subsection now have descriptions.
FIXED: Payments: When entering a payment, the payment's date will be the current date instead of the document's date.
FIXED: Sync to Online: If the device activation for an offline device was deleted and there are less than two device activations for that user when that offline user attempts to sync to online, the app will generate a new device activation and allow the user to sync to online.
FIXED: IIS Installer: The message "This setup requires the IIS windows component is installed (v7 or higher)" will not incorrectly appear for systems which do have IIS 7 or higher installed.

UPDATED: Security Editor: Access Security: Payments: Available Payment Methods: Nodus PayFabric is now available as a Payment Method.
UPDATED: User Email Accounts: When entering a new email, the system user that the email belongs to can be chosen.
UPDATED: Sales Documents: It is now possible to set freight on sales documents.
UPDATED: Sales Documents: Sales documents will now load faster.
UPDATED: Security Editor: Security settings which have Dynamics GP User Defined Fields as selectable columns will display the user defined field's caption in the dropdown menu.
UPDATED: Sync Images: If an image's file size larger than the size specified in 'Image Size Sync Limit,' instead of refusing to sync the image, a lower resolution version of the image is sent to the device.

IMPROVED: Sales Document Pre Save Script: A parameter for Sales Line Item UDF values has been added.

Version 1.3.21.2

Release Date 12/5/16

GP iOS

FIXED: Pricing: Discounts from a custom pricing procedure are now loaded correctly.
FIXED: Login: Logging in will not fail with the message, “Error Logging In: Specified value has invalid Control characters,” regardless of the iOS device's name.

GP Android

FIXED: Pricing: Discounts from a custom pricing procedure are now loaded correctly.

GP Server

FIXED: Pricing: Discounts from a custom pricing procedure are now loaded correctly.

UPDATED: Security Editor: The Grid plugin is available again. Enabling its "Can Export Grids" sub-setting allows users to right click any grid on the server and export it to an Excel workbook.

Version 1.3.21.1

Release Date 11/21/16

GP iOS

ADDED: Prospects: There is now a Prospect card. Tabs include a Main tab for properties, Contacts tab, UDFs tab, and Interactions tab. Prospects are read-only for now, with the exception of interactions. Prospects work offline, with the exception of the UDFs tab.
ADDED: Interactions: The Customer, Sales Document, and Prospect cards now have Interaction tabs. Interactions can be added, edited, and deleted. Interactions work offline, with the exception of deleting existing interactions.
ADDED: Security Setting: Access Security: CRM: Available Interaction Columns For Edit - Selects the Interaction columns that can be edited while entering interactions in SalesPad Mobile. Defaults to all columns selected.
ADDED: Security Setting: Access Security: CRM: Can Select Contact Person For Interactions - Determines whether or not a contact person can be chosen when editing interactions. Defaults to 'True.'
ADDED: Security Setting: Access Security: CRM: Can View Interactions - Determines whether or not Interaction tabs are visible on the device for the Customer, Prospect, and Sales Document cards. Defaults to 'False.'
ADDED: Security Setting: Access Security: CRM: Default Interaction Type - This is the default value for Interaction Type when entering an interaction. Has no default value.
ADDED: Security Setting: Access Security: CRM: Interaction Type List - This is a semicolon delimited list of values for interaction types when entering an interaction. Defaults to 'None; Important; Business; Personal; Vacation; Must Attend; Travel Required; Needs Preparation; Birthday; Anniversary; Phone Call; TeleSales.'
ADDED: Security Setting: Access Security: Prospects: Can View Prospect UDFs - Determines whether or not User Defined Fields for Prospects are visible on the device. Defaults to 'True.'
ADDED: Security Setting: Access Security: Prospects: Can View Prospects - Determines whether or not Prospects are visible on the device. Defaults to 'False.'
ADDED: Security Setting: Access Security: Prospects: Viewable Prospect Columns In Properties - Selects the prospect columns that can be viewed in the properties section for prospects. Defaults to all columns selected.
ADDED: Setting: Synchronization: Should Sync Interactions - If set to 'True,' the app will make existing Interactions available while offline. This will increase the size of the offline database. Defaults to 'False.'

UPDATED: Sales Document: Unneeded actions were removed from the slide menu.
UPDATED: Sales Document Card: The error message stating that a sales document is unavailable in offline mode also suggests enabling the 'Should Sync Sales Documents' setting.
UPDATED: The appearance of the banner messages when saving comments and par quantities was changed.

FIXED: Connection Setup: The Server Address field no longer loses its value after either the Save Password or Automatic Login fields have been modified.
FIXED: Connection Setup: Changes aren't persisted after cancelling them in the Edit screen.
FIXED: Customer card: Contact tab: If the device is rotated while the contact prompt is open, the prompt will remain centered.
FIXED: Conflict resolution for conflicting customer numbers now enforces the length restriction.
FIXED: Steppers for number fields have been reduced in size to minimize the chance of truncation.
FIXED: Contact Lookup: Using Contact Sales Rep or Contact Sales Territory for search columns will no longer break the lookup.
FIXED: Sync Data: Syncing data to offline is less likely to intermittently fail.
FIXED: Sales Document: Signatures: Signing a document is less likely to crash the app.
FIXED: Sales Document: Signatures: If the user saves a change to a signature and then quickly edits the signature again, the app will finish saving the signature before displaying the signature again.
FIXED: CRM tab: Adding a note will not cause the list of notes to be reordered.
FIXED: Login: Logging in will not fail with the message “Error Logging In: Specified value has invalid Control characters. Paramater name: value.”
FIXED: Sales Documents: Signatures: Saving a signature without having made any changes will not cause errors when opening the signature with other SalesPad products.
FIXED: Sales Documents: Signatures: Clearing a signature and then immediately saving will not cause errors when opening the signature with other SalesPad products.
FIXED: Image UDFs: Saving new images will be less likely to time out. ADDED: Setting: UDF Image Transfer Size: When saving a new image for an image UDF, the image data will be sent to the server in pieces. This setting specifies the size of each piece in kilobytes. Smaller values will allow slower connections in order to more successfully save images, but may slow down image saving for other connections. Defaults to '256.'
FIXED: ID Tech Shuttle: Connecting an ID Tech Shuttle or anything else to the headphone jack of an iOS 10 device will not crash the app.

GP Android

ADDED: Setting: UDF Image Transfer Size: When saving a new image for an image UDF, the image data will be sent to the server in pieces. This setting specifies the size of each piece in kilobytes. Smaller values will allow slower connections in order to more successfully save images, but may slow down image saving for other connections. Defaults to '256.'
ADDED: Prospects: There is now a Prospect card. Tabs include a Main tab for properties, Contacts tab, UDFs tab, and Interactions tab. Prospects are read-only for now, with the exception of interactions. Prospects work offline, with the exception of the UDFs tab.
ADDED: Interactions: The Customer, Sales Document, and Prospect cards now have Interaction tabs. Interactions can be added, edited, and deleted. Interactions work offline, with the exception of deleting existing interactions.
ADDED: Security Setting: Access Security: CRM: Available Interaction Columns For Edit - Selects the Interaction columns that can be edited while entering interactions in SalesPad Mobile. Defaults to all columns selected.
ADDED: Security Setting: Access Security: CRM: Can Select Contact Person For Interactions - Determines whether or not a contact person can be chosen when editing interactions. Defaults to 'True.'
ADDED: Security Setting: Access Security: CRM: Can View Interactions - Determines whether or not Interaction tabs are visible on the device for the Customer, Prospect, and Sales Document cards. Defaults to 'False.'
ADDED: Security Setting: Access Security: CRM: Default Interaction Type - This is the default value for Interaction Type when entering an interaction. Has no default value. ADDED: Security Setting: Access Security: CRM: Interaction Type List - This is a semicolon delimited list of values for interaction types when entering an interaction. Defaults to 'None; Important; Business; Personal; Vacation; Must Attend; Travel Required; Needs Preparation; Birthday; Anniversary; Phone Call; TeleSales.'
ADDED: Security Setting: Access Security: Prospects: Can View Prospect UDFs - Determines whether or not User Defined Fields for Prospects are visible on the device. Defaults to 'True.'
ADDED: Security Setting: Access Security: Prospects: Can View Prospects - Determines whether or not Prospects are visible on the device. Defaults to 'False.'
ADDED: Security Setting: Access Security: Prospects: Viewable Prospect Columns In Properties - Selects the prospect columns that can be viewed in the properties section for prospects. Defaults to all columns selected.
ADDED: Setting: Synchronization: Should Sync Interactions - If set to 'True,' the app will make existing Interactions available while offline. This will increase the size of the offline database. Defaults to 'False.'
ADDED: Sales Document Card: Audit and Holds tabs are available in edit mode.

IMPROVED: Sales Document Comments: Long predefined comments will have ellipsis at the end if they are truncated.

FIXED: Connection Setup: The Server Address field no longer loses its value after either the Save Password or Automatic Login fields have been modified.
FIXED: Connection Setup: Changes aren't persisted after cancelling them in the Edit screen.
FIXED: Lookups: The search button's text size relative to the button's size is now consistent across devices.
FIXED: Conflict resolution for conflicting customer numbers now enforces the length restriction.
FIXED: Print: The Report Name field no longer pushes the > button off the screen when the selected report has a long name.
FIXED: Dynamics GP UDFs: Naming a Dynamics GP UDF the same as another property will show both properties.
FIXED: Contact Lookup: Using Contact Sales Rep or Contact Sales Territory for search columns will no longer break the lookup.
FIXED: Sales Documents: Trying to edit, email, or print a sales document which has over 125 line items will no longer result in a crash.
FIXED: Wifi Printing: The app no longer crashes when the Wifi Printing screen is navigated away from while it's searching for printers.
FIXED: Slide Menu: Double tapping an action in the slide menu will not crash the app.
FIXED: Sync Data: Syncing data to offline is less likely to intermittently fail.
FIXED: Edit mode: The keyboard now closes when transitioning to a selection screen.
FIXED: Sales Document: Signatures: Signing a document is less likely to crash the app.
FIXED: Sales Document: Signatures: If the user saves a change to a signature and then quickly edits the signature again, the app will finish saving the signature before displaying the signature again.
FIXED: Login: Logging in will not fail with the message “Error Logging In: Specified value has invalid Control characters. Paramater name: value.”
FIXED: Image UDFs: Saving new images will be less likely to time out.
FIXED: Document Forward: Forwarding a document no longer yields an extraneous error message.
FIXED: Wifi Printing: Polished the UI so that it is more consistent with the rest of the app.

GP Server

ADDED: Setting: UDF Image Transfer Size: When saving a new image for an image UDF, the image data will be sent to the server in pieces. This setting specifies the size of each piece in kilobytes. Smaller values will allow slower connections in order to more successfully save images, but may slow down image saving for other connections. Defaults to '256.'
ADDED: System Information: A screen that shows information about the SalesPad Mobile installation was added.
ADDED: Prospects: There is now a Prospect card. Tabs include a Main tab for properties, Contacts tab, UDFs tab, and Interactions tab. Prospects are read-only for now, with the exception of interactions. Prospects work offline, with the exception of the UDFs tab.
ADDED: Interactions: The Customer, Sales Document, and Prospect cards now have Interaction tabs. Interactions can be added, edited, and deleted. Interactions work offline, with the exception of deleting existing interactions.
ADDED: Security Setting: Access Security: CRM: Available Interaction Columns For Edit - Selects the Interaction columns that can be edited while entering interactions in SalesPad Mobile. Defaults to all columns selected.
ADDED: Security Setting: Access Security: CRM: Can Select Contact Person For Interactions - Determines whether or not a contact person can be chosen when editing interactions. Defaults to 'True.'
ADDED: Security Setting: Access Security: CRM: Can View Interactions - Determines whether or not Interaction tabs are visible on the device for the Customer, Prospect, and Sales Document cards. Defaults to 'False.'
ADDED: Security Setting: Access Security: CRM: Default Interaction Type - This is the default value for Interaction Type when entering an interaction. Has no default value.
ADDED: Security Setting: Access Security: CRM: Interaction Type List - This is a semicolon delimited list of values for interaction types when entering an interaction. Defaults to 'None; Important; Business; Personal; Vacation; Must Attend; Travel Required; Needs Preparation; Birthday; Anniversary; Phone Call; TeleSales.'
ADDED: Security Setting: Access Security: Prospects: Can View Prospect UDFs - Determines whether or not User Defined Fields for Prospects are visible on the device. Defaults to 'True.'
ADDED: Security Setting: Access Security: Prospects: Can View Prospects - Determines whether or not Prospects are visible on the device. Defaults to 'False.'
ADDED: Security Setting: Access Security: Prospects: Viewable Prospect Columns In Properties - Selects the prospect columns that can be viewed in the properties section for prospects. Defaults to all columns selected.
ADDED: Setting: Synchronization: Should Sync Interactions - If set to 'True,' the app will make existing Interactions available while offline. This will increase the size of the offline database. Defaults to 'False.'

UPDATED: System Filter Wizard End Tab: The default selection mode is now "Enter a custom value."
UPDATED: User Email Accounts: A Test Global Email button was added to allow testing the global email account with existing System User Emails.

IMPROVED: Mobile License Manager: The licensing information is loaded differently in order to increase performance.
IMPROVED: System Filters: Errors caused by a improperly set up system filter no longer give a vague "TargetInvocationException" message.
IMPROVED: Login: Added additional logging for the login process.

FIXED: Mobile License Manager: Repeatedly refreshing the mobile license manager no longer locks up the console.
FIXED: Auto Start: Trying to log off, exit, or close the program while modules are auto starting will not give an error and will not prevent further attempts to log off or exit the program.
FIXED: Dock Panel: When moving the Security Editor or Report Manage to the dock panel and then selecting Float or dragging the module, the program will not show an error.
FIXED: Dock Panel: Clicking the Close button on a module that is in the dock panel or floating will close the module.
FIXED: Security Editor: Access Security: Catalogs: Can Add Catalog Items - This setting will now be properly hidden, since the security setting 'Add Item Button Options' replaced it.
FIXED: Image UDFs: Saving new images will be less likely to time out.
FIXED: Login: Logging in will not fail with a "No row at position 0" error.

VERSION 1.3.20.4
RELEASE DATE 10/17/16
GP IOS

FIXED: Login: Logging in is less likely to fail due to an ObjectDisposedException error.

GP ANDROID

FIXED: Login: Logging in is less likely to fail due to an ObjectDisposedException error.

VERSION 1.3.20.3
RELEASE DATE 10/13/16
GP IOS

FIXED: Settings: Auto Correct Line Item Price Levels - The Price Level correction will work and not be undone before saving the sales document.
FIXED: Sales Documents: Add Item: The app will not revert a user's changes to the Price Level of a new line item.

UPDATED: SSL: The app's handling of SSL certificates was improved.

GP ANDROID

UPDATED: SSL: The app's handling of SSL certificates was improved.

GP SERVER

ADDED: User Email Accounts: When creating a new user email account, a modal dialog appears to get the email address.

FIXED: Email Report: Hyperlinks in the email template will no longer result in corrupted text when sending the email.

VERSION 1.3.20.2
RELEASE DATE 9/22/16
GP IOS

FIXED: Login: Having an SSL certificate enabled on the server will no longer incorrectly prevent the app from logging into that server.

GP SERVER

FIXED: Database Update: The Login, Cancel, and X buttons will no longer be clickable while a database update is in progress.
FIXED: Offline: While generating the offline database, if there is a filter that has SystemUser as the end item, the mobile user requesting the sync will be used.
FIXED: Licensing: When trying to log in, an "Unable to Vaildate License" will no longer incorrectly appear.

VERSION 1.3.20.1
RELEASE DATE 9/15/16
GP IOS

BREAKING CHANGE: UPDATED: Sales Line Items: Qty Fulfilled can no longer be changed for serial-tracked and lot-tracked line items in SalesPad Mobile.
BREAKING CHANGE: REMOVED: iOS 7 is no longer supported.

ADDED: The ability to filter Sales Monitor to only show total documents by Sales Person was added.
ADDED: iOS: Drag to refresh on all search list cards.
ADDED: Inventory Card: Item Tab: Properties: Categories are now displayed if enabled with the security setting 'Viewable Item Columns In Properties.' The categories will display their captions if they are specified in Inventory Control Setup in Microsoft Dynamics GP.
ADDED: Contact Card: Warehouse and Tax Schedule have been added as viewable properties for Contacts.

UPDATED: AR Tabs: The "On Hold" and "Not On Hold" messages have been replaced with "Customer On Hold" and "Customer Not On Hold" messages.
UPDATED: Syncing: The "Synchronization completed" prompt will display both the minutes and the seconds that the synchronization took, if it took over a minute.
UPDATED: Sales Documents: Print: The title of the report selection prompt has been changed from "Make a Selection" to "Choose a Report."
UPDATED: Contacts: Calling and emailing from the Contacts card has been updated for iOS 10.
UPDATED: A few prompts which indicated that par quantities or comments were successfully saved are replaced with banner messages for iOS 8 and 9.
UPDATED: Sales Documents: Add Multiple Items: Padding was added on the left and right sides of the Item grid.
UPDATED: Sales Documents: The Add Item Buttons have more padding.

IMPROVED: Demo: Payments: A transaction type text was added to go with the manual credit card charge for payments.
IMPROVED: Prompt to sync images occurs when syncing to offline happens for the first time.
IMPROVED: CRM logging of emails/calls now works in Demo/Offline mode.
IMPROVED: The error prompt for failed CustomerARMeasure initialization was rewritten to be clearer.
IMPROVED: Sales Document: Sales Line Items: Added a prompt for when system filters affect adding line items.
IMPROVED: Syncing to go offline while in the Sales Monitor will bring the user back to the main menu.
IMPROVED: The formatting of the document totals in the Sales Monitor is more uniform.
IMPROVED: The currently viewed card reloads itself when the Sync To Offline mode completes.
IMPROVED: Customer Card: The "Update contact fields" prompt will update the fields with the correct data.
IMPROVED: Edit Lists: The Number Editors were improved.

FIXED: Sales Documents: If a barcode is scanned while on a document not in edit mode and Enable Editing is selected on the prompt, the document will be brought into edit mode. Scanning again will then open the scanning page.
FIXED: Sales Document Entry Wizard: This now properly respects the setting regarding populating information from the ship-to Contact.
FIXED: Sales Document: The Document Property (Whse) in SalesPad Mobile is consistent with SalesPad Desktop.
FIXED: Customer Card: CRM Tab: Note Text and Note Type no longer overlap.
FIXED: Sync to Online: Column Resolution: The background of the column resolution screen will not be glitched when entering the screen.
FIXED: Contact Card: An error message comes up when trying to call a Contact while using a device that cannot make calls.
FIXED: Creation Screens: iOS and Android have consistent titles.
FIXED: CRM: If the device is rotated while the Note Type prompt is open, the Note Type prompt will remain in the center of the screen.
FIXED: Main Menu: The Entry category will hide when it has no sub-menu. Android and iOS have the same Category Menu Order, and the Offline category in Android has been renamed to SYNC.
FIXED: The Sync Logo button on the Zebra Printer screen does not make a service call if the app is offline.
FIXED: Item card: Main Tab: Quantities: The app will only attempt to show quantities corresponding to the summary warehouse. If, due to filters, they cannot be found, then all of the quantities will be 0.
FIXED: Inventory: The UDFs tab will not be visible while connected to a GP-only server, since GP-only servers cannot use SalesPad UDFs.
FIXED: Prompts will now close as soon as an option is selected. There was an issue where if a prompt stayed open for a while and an option was double tapped, the app would crash.
FIXED: The keyboard closes after tapping back to a screen that does not use it.
FIXED: Signature Pad: This screen no longer opens upside down.
FIXED: Sales Document Edit Screen: The Date Selector background color will no longer change color.
FIXED: Lookups: The error message "The number of ID values given does not match the number of ID columns for this card" is less likely to appear when choosing an object. FIXED: Lookups: Choosing an object (i.e. customer, item, sales document) in a lookup/list is less likely to crash the app.
FIXED: Lookup Screens: Loading indicator is now consistently centered in the screen.
FIXED: Main Menu: Separators in the list modules now show up correctly.
FIXED: Sales Document: Sales Documents are deleteable in Demo mode.
FIXED: Demo Mode: The connectivity error message will no longer appear.
FIXED: Entry Wizard: 'Auto Select On Exact Match' now properly returns to the entry wizard instead of opening the respective card.
FIXED: Connection Setup: Made the Delete button more consistent.
FIXED: Go Offline: If a Sales Document card is open when the app goes offline, changes to that Sales Document will properly save.
FIXED: Zebra Printers: Trying to connect the app to a Zebra Printer will no longer result in an incorrect "Printer not responding" error. This incorrectly happened when the OS correctly loaded the Zebra Printer's name.
FIXED: Accessories: Zebra Printer: The initial connection can gracefully handle a loss in connection.
FIXED: The Date/Time is able to behave correctly in time zones with longer UTC offsets.
FIXED: Sales Line Item Edit: Not finding a UofM Schedule no longer results in a crash.
FIXED: Customer Card: Contact Card: CRM Tab: The Delete button's text is changed to "Delete Note."
FIXED: Customer Card: The Edit Note screen title for CRM tab has been changed to "Editing Note."
FIXED: Accessories: Zebra Printer: Repeatedly tapping Language or Media Type while connecting to the printer no longer results in a crash.
FIXED: Sales Document Entry: The screen is now able to be scrolled all the way to the bottom.
FIXED: Customer Card: Contact Card: Adding a CRM note adds only one note.
FIXED: Customer Entry: Trade Discount buttons don't cover the field.
FIXED: Sales Line Items: Opening a sales line item for editing no longer results in a crash if a system filter blocks out all currencies.
FIXED: Create Sales Document: If the user backs out of the Select Existing Contact page, that page will be properly removed. FIXED: Create Sales Document: The Select Existing Contact, Copy Existing Contact, and Add New Contact pages will always be added in the correct order.
FIXED: Customers: Graph Settings: The Start and End fields now have a button to make it clearer that they can be edited. FIXED: Customers: Graph Settings: The date picker for the Start and End fields is now larger.
FIXED: Sales Documents: Line Items: When editing or adding a single line item, there is no longer an area in the lower right corner of the current view where user input is not accepted.
FIXED: EoD Report: Line-wrapped text is no longer printed over.
FIXED: Sync Images: Trying to sync images will no longer crash the app if an unexpected error occurred.
FIXED: Editing: While editing a Sales Document, Customer, or Contact, if the user makes changes to the card and then touches the Cancel button, a prompt will ask if the user wants to save the changes.
FIXED: Syncing: While syncing, if the app is navigated away from or the device's screen goes to sleep, the app will not automatically close, and the sync will be more likely to complete if the app is opened again within 30 minutes.
FIXED: CRM tab: Quickly switching between tabs will not cause the app to crash when opening the CRM tab.
FIXED: Contact: The Zip Code field in a Contact address is restricted to 11 numbers.
FIXED: The Comment button now has more padding.
FIXED: iOS: All Buttons have a standard style.
FIXED: Sales Line Items Card: Comment cell now has a proper border.
FIXED: Main Menu: Selecting one of the menu options will properly highlight the cell.

GP ANDROID

BREAKING CHANGE: UPDATED: Sales Line Items: Qty Fulfilled can no longer be changed for serial-tracked and lot-tracked line items in SalesPad Mobile.

ADDED: The ability to filter Sales Monitor to only show total documents by Sales Person was added.
ADDED: Inventory Card: Item Tab: Properties: Categories are now displayed if enabled with the security setting 'Viewable Item Columns In Properties.' The categories will display their captions if they are specified in Inventory Control Setup in Microsoft Dynamics GP.
ADDED: Contact Card: Warehouse and Tax Schedule have been added as viewable properties for Contacts.

IMPROVED: Prompt to sync images occurs when syncing to offline happens for the first time.
IMPROVED: CRM logging of emails/calls now works in Demo/Offline mode.
IMPROVED: Sales Document: Sales Line Items: Added a prompt for when system filters affect adding line items.
IMPROVED: Syncing to go offline while in the Sales Monitor will bring the user back to the main menu.
IMPROVED: Selecting a Contact with no email in the Email Reports screen results in a 'Selected contact does not have an email listed' message.
IMPROVED: 'Auto Select on Exact Match' goes back to the line item edit screen instead of opening the Item Master card.
IMPROVED: The formatting of the document totals in the Sales Monitor is more uniform.
IMPROVED: Customer Card: The "Update contact fields" prompt will update the fields with the correct data.
IMPROVED: Cards: When sync to offline completes, the currently viewed card will reload instead of going to the main menu.
IMPROVED: Edit Lists: The Number Editors were improved.
IMPROVED: "+" and ">" button styles in Android have been changed.

FIXED: Sales Document Entry Wizard: This now properly respects the setting regarding populating information from the ship-to Contact.
FIXED: Sales Documents: Line Items: The keyboard will no longer automatically open when editing a line item.
FIXED: All Search Card: Android does Auto Select on the 'Exact Match' setting.
FIXED: Audit Tab: A WaterMark shows up when there is no data.
FIXED: Android Email Report Screen: Spinner controls have been replaced by Alert-Dialog controls.
FIXED: Creation Screens: iOS and Android have consistent titles.
FIXED: Main Menu: The Entry category will hide when it has no sub-menu. Android and iOS have the same Category Menu Order, and the Offline category in Android has been renamed to SYNC.
FIXED: The Sync Logo button on the Zebra Printer screen does not make a service call if the app is offline.
FIXED: Item card: Main Tab: Quantities: The app will only attempt to show quantities corresponding to the summary warehouse. If, due to filters, they cannot be found, then all of the quantities will be 0.
FIXED: Sales Document: The print screen for the Android version matches the rest of the application.
FIXED: The keyboard closes after tapping back to a screen that does not use it.
FIXED: Signature Pad: This screen no longer opens upside down.
FIXED: Sales Document: A line in the Comments tab will no longer appear in Offline mode.
FIXED: Using the Select Search Columns function on the Docs tab no longer results in a crash.
FIXED: Sales Document: Sales Documents are deleteable in Demo mode.
FIXED: Entry Wizard: 'Auto Select On Exact Match' now properly returns to the entry wizard instead of opening the respective card.
FIXED: Sales Line Item Edit: Not finding a UofM Schedule no longer results in a crash.
FIXED: Customer Card: Contact Card: CRM Tab: The Delete button's text is changed to "Delete Note."
FIXED: Customer Card: The Edit Note screen title for CRM tab has been changed to "Editing Note."
FIXED: Customer Card: Contact Card: Adding a CRM note adds only one note.
FIXED: Sales Monitor can be opened in Android demo.
FIXED: Sales Line Items: Opening a sales line item for editing no longer results in a crash if a system filter blocks out all currencies.
FIXED: Add Multiple Items: The Qty field for an item has proper alignment with its increment and decrement buttons.
FIXED: EoD Report: Line-wrapped text is no longer printed over.
FIXED: Customer Card: Docs Tab: Using the Edit Search Columns no longer results in a crash.
FIXED: Sales Document Edit: The Add Item buttons no longer smear across the screen when scrolling.
FIXED: Lookups: The app will not crash if a user performs a search while the list is scrolling.
FIXED: Sync Images: Trying to sync images will no longer crash the app if an unexpected error occurred.
FIXED: Contacts: Calling a Contact from a Contact search no longer causes the app to crash.
FIXED: Contact: The Zip Code field in a Contact address is restricted to 11 numbers.
FIXED: The Comment button now has more padding.

GP SERVER

ADDED: Settings: Users can now export and import settings and the global email account by using buttons in the Settings module.
ADDED: The ability to filter Sales Monitor to only show total documents by Sales Person was added.
ADDED: System Filter Editor: System Filter Wizard: Item Type Tab: System Items now have descriptions explaining what filters on them will affect. REMOVED: System Filter Editor: System Filter Wizard: Item Type Tab: Filters can no longer be made using the System Items CatalogLineItemDefintion, MEMFacilityDocumentIDSetup, MEMFacilityUser, MEMSetup, Phone, PostingSetting, PurchaseLineItem, PurchaseOrder, PurchaseOrderAuditLog, QueuedEmail, QueuedForward, or SystemLayoutStub. Filters on these System Items were either useless or overly problematic.
ADDED: Inventory Card: Item Tab: Properties: Categories are now displayed if enabled with the security setting 'Viewable Item Columns In Properties.' The categories will display their captions if they are specified in Inventory Control Setup in Microsoft Dynamics GP.
ADDED: System Filters: Individual filters can now be temporarily disabled by toggling a checkbox in the System Filter Editor. This checkbox column is called Enabled.

UPDATED: Sales Documents: Payment Terms: If a user selects a Payment Term that is 21 characters or longer for a Sales Document, the resulting error message will be clearer.
UPDATED: Security Setting: Access Security: Documents: 'Can Add Non Inventory Items': This security setting's description was updated to better clarify what it does.
UPDATED: The disable script text check is no longer English. The Pre and Post Save scripts on Sales Document Save respects the disabled script state.

IMPROVED: Fixed typos in the server log.
IMPROVED: Searching email templates will now prompt to save unsaved changes.
IMPROVED: CatalogLineItems are no longer able to be system-filtered.
IMPROVED: The spinner shows properly when refreshing the Mobile License Manager.
IMPROVED: Catalog Manager searches no longer crash when the enter key is pressed without focus on the search bar.
IMPROVED: Updated the description for the 'Available Document IDs for Document Edit' security.

FIXED: About: When restarting the app after changing the language, a "Collection was modified; enumeration operation may not execute" error will not occur if a module prompts about unsaved changes.
FIXED: Report Manager: The Report Type column in the Reports grid will always have a value.
FIXED: Install as Service: When the server is installed as a Windows service on a virtual machine, the service will be more likely to start up automatically if the virtual machine is restarted and the service's startup type is Automatic, and highly likely to start up automatically if the startup type is Automatic (Delayed Start). ADDED: Install as Service: Service Startup Type: Automatic (Delayed Start) can be selected as a service startup type. FIXED: Install as Service: Service Startup Type: If Manual is chosen as the startup type, the service will actually be installed as a manual service.
FIXED: Settings: Verbose Logging: The description for 'Verbose Logging' no longer has a typo.
FIXED: Catalog Manager: When adding or editing a catalog item, if the Item Number is entered manually and its capitalization does not match the normal capitalization of the item, the capitalization will be updated when clicking OK in the Catalog Item Editor.
FIXED: Catalog Images: If the capitalization of a catalog item's item number does not match the normal capitalization, the image will still load.
FIXED: Security Settings: The error message "Root element is missing" is less likely to appear when editing various objects in the app. This error would appear when no changes were made in the 'Access Security' security setting for a security group other than enabling that security setting.
FIXED: Extended User Information: This tab is no longer allowed to have multiple instances open simultaneously.
FIXED: Sales Document: Enter Payment: Entering a payment with CardControl now has a more consistent speed, regardless of the number of line items the document has, and is less likely to time out.
FIXED: Sales Monitor Filtering: The database is now accessed so that the database update on fresh installs does not break.
FIXED: User Email Accounts: The spinner no longer causes the current tab to be switched to another open tab.
FIXED: Security Editor: Access Security: The descriptions of some security settings will better convey what their default values are.

VERSION 1.3.19.3
RELEASE DATE 7/12/16

Server

IMPROVED: Template Type drop down has its text editing disabled.
IMPROVED: Put a better loading indicator on User Email Accounts.

FIXED: Reports: Generating a report from a sales document without line items won't break the generation.
FIXED: Reports: Added a missing dll used in generating reports.

UPDATED: Settings: Host Service: Chosen Certificate: This setting now has a drop-down menu for choosing SSL certificates.

VERSION 1.3.19.2
RELEASE DATE 6/24/16

Server

FIXED: Sales Documents: Signatures: Existing signatures will load again regardless of the version of SignaturePad installed.
FIXED: Sync to Offline: Having an older version of SignaturePad installed and syncing signatures to offline will not cause the sync to fail.
FIXED: Reports: Having an older version of SignaturePad installed will not cause reports to fail to generate.

VERSION 1.3.19.1
RELEASE DATE 6/20/16

iOS

FIXED: Connection Setup Screen: Scrolling is now working properly.
FIXED: When using GP-only server, CRM note tabs are not shown.
FIXED: Item Master Card: The abbreviation "Bck Ord" has been replaced with "Back ordered".
FIXED: iOS Email Report Screen: All text fields have borders.
FIXED: Inventory Card: UDFs have watermarks.
FIXED: Quick Pick: Fixed an issue where a Quick Pick category would not load if the Security Group name of the logged in user, supplied by SalesPad GP Mobile Server, and the Security Group name of the category, supplied by SalesPad GP, only differed in capitalization.
FIXED: Naming a SalesPad User Field identically to a field name that only mobile uses for a field will not cause the object that the field belongs to to fail to load.
FIXED: New Contact Card: Change New Customer button name from "Enter New" to "Add New".
FIXED: Sales Documents: Editing: When saving, if the error message "You can not have a Document Amount less than 0" appears, it will now be possible to attempt saving that sales document again in that editing session.
FIXED: Sales Documents: Forwarding: After successfully forwarding a Sales Document, the Bill To address information will reload instead of disappearing.
FIXED: Item Card: Pricing: Change "Uofm" to "Selling Uofm".
FIXED: Sales Documents: Editing: Changing a property such as Price Level and agreeing to apply the change to the document's line items will not crash the app if there was a line item that was newly created and then deleted in that editing session.
FIXED: Offline: Group Pricing: Each group's values for Sales Doc Type, Sales Doc ID, and Warehouse will be respected in offline mode if specified.
FIXED: Offline: The Warehouse Code field for Contacts now properly syncs for offline mode.
FIXED: Maps: Directions: The "Please allow SalesPad access to Location Services to use this feature" message will correctly appear.
FIXED: Customer Card: Selecting an empty catalog in the Catalog tab no longer causes a crash.
FIXED: Quick Pick item cells no longer change the category when tapped.
FIXED: If a Contact, Customer, Inventory Item, or Sales Document fails to load, the error message will be more informative depending on the error.
FIXED: While scanning in offline mode, whitespace at the beginning and end of the barcode's value will not prevent an item from being successfully identified.
FIXED: A socket mobile scanner disconnecting will no longer periodically crash the app.
FIXED: Add more padding for headers in all cards for a more consistent appearance.
FIXED: Inventory: Kit items will now calculate quantity onhand correctly.

IMPROVED: The Recents list clears when user logs out.
IMPROVED: Catalog Item details should not appear on small screens.
IMPROVED: Adjusted the padding on line item entries on sales documents to have a proper margin.
IMPROVED: Comments tab has a watermark indicating it is read only in offline mode.

UPDATED: Pre-existing CRM notes can be deleted in demo mode.
UPDATED: Login: Changed an error message to have a more user friendly explanation instead of showing HTML. The HTML can still be seen by pressing More Info.
UPDATED: Create Sales Document: Improved Sales Document creation when a customer that does not have Bill To and Ship To addresses is chosen. Users can now select an existing contact to use for the Sales Document's Bill To and Ship To in that situation.
UPDATED: Demo: Sales Document: Comments: The Add Comments button now works in demo mode.
UPDATED: Demo: CRM: There are now two note types to choose from.
UPDATED: User Fields are not loaded an excessive amount of times.
UPDATED: Catalogs: The "No Catalog Exists" error message was updated to mention updating catalog summaries as a potential solution.
UPDATED: Contacts: CRM: The CRM tab is now accessible in edit mode.
UPDATED: Sync to Offline: Further optimized inventory loading in order to avert potential timeout issues.

ADDED: User Defined Fields: Microsoft Dynamics GP User Defined Fields, which can be viewed in the Properties section for Contacts, Customers, and Sales Documents, are now editable. The security settings "Available Customer Contact Columns For Edit", "Available Customer Columns For Edit", and "Available Sales Document Columns For Edit" control whether each of these UDFs are editable. Note that if a SalesPad UDF is mapped to a Dynamics GP UDF, and both are edited, the value in the UDFs tab will take precedence.
ADDED: Security Setting: Access Security: CRM: Can Add CRM Notes: Determines whether or not the user can add CRM Notes on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: CRM: Can Edit and Delete CRM Notes: Determines whether or not the user can edit and delete CRM Notes on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: CRM: Can View CRM Notes: Determines whether or not CRM tabs are visible on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Customers: Can Add Customer Notes: Determines whether or not the user can add Customer Notes on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Customers: Can View Customer Notes: Determines whether or not the Customer Notes tab is visible on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Documents: Can Add Sales Document Notes: Determines whether or not the user can add Sales Document Notes on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Documents: Can View Sales Document Notes: Determines whether or not the Sales Document Notes tab is visible on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Item: Can Add Item Notes: Determines whether or not the user can add Item Notes on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Item: Can View Item Notes: Determines whether or not the Item Notes tab is visible on the device. Defaults to 'True'.

Android

FIXED: Signal losses when loading contacts, customers, inventory items, and sales documents, adding notes, and saving comments will be less likely to cause crashes and/or endless loading indicators.
FIXED: When using GP-only server, CRM note tabs aren't shown.
FIXED: Item Master Card: The abbreviation "Bck Ord" has been replaced with "Back ordered"
FIXED: Search Pages: Search Button has more horizontal padding.
FIXED: Item Details Page: Pricing details are spread out better on small devices.
FIXED: Create Sales Document: Select Workflow: Fixed an issue where the app could crash if multiple workflows were quickly selected.
FIXED: Quick Pick: Fixed an issue where a Quick Pick category would not load if the Security Group matches the name of the logged in user, supplied by SalesPad GP Mobile Server, and the Security Group name of the category, supplied by SalesPad Desktop, only differed in capitalization.
FIXED: Quick Pick: The titles of Quick Pick screens now have proper spacing and are localized.
FIXED: Naming a SalesPad User Field identically to a field name that only mobile uses for a field will not cause the object that the field belongs to to fail to load.
FIXED: Add Catalog Items and Add Multiple Items no longer crash when viewed on small devices.
FIXED: When creating a contact, customer, or sales document, and double tapping a field such as Customer Class; no longer leads to another screen with the selection options.
FIXED: When editing a contact, customer, or sales document, and then selecting a field such as Customer Class which leads to another screen with the selection options, the app will not crash when double tapping one of those options.
FIXED: Create Sales Document: If a sales document cannot be created due to an error, the loading indicator will stop.
FIXED: Create Customer: The app will no longer crash due to a weak connection while choosing a contact to copy.
FIXED: Create Document Card: Date Edit Def will only allow single click.
FIXED: Add Catalog Items: Rotating the device will no longer cause an unending spinner.
FIXED: Offline: Group Pricing: Each group's values for Sales Doc Type, Sales Doc ID, and Warehouse will be respected in offline mode if specified.
FIXED: Offline: The Warehouse Code field for Contacts now properly syncs for offline mode.
FIXED: Catalogs screen: Item grid section has all of the space when the Item details section is hidden.
FIXED: The app now works again for Android Versions 2.3.3 - 4.0.3.
FIXED: Customer Card: Selecting an empty catalog in the Catalog tab no longer causes a crash.
FIXED: Accessories: Zebra Printer: The application does not crash when "Select Device" button is pressed.
FIXED: Sales Documents: Line Items: Trying to edit or add a line item on a sales document that already has 125 or more line items will work and not result in a crash.
FIXED: If a Contact, Customer, Inventory Item, or Sales Document fails to load, the error message will be more informative depending on the error.
FIXED: Syncing: The back button is now disabled on the "Synchronization completed" prompt, since clicking back would cause the application to lock up.
FIXED: While scanning in offline mode, whitespace at the beginning and end of the barcode's value will not prevent an item from being successfully identified.
FIXED: A socket mobile scanner disconnecting will no longer sometimes crash the app.
FIXED: Sales Document: Add Item: When clicking the check mark to add the item, and the Item Number field still has focus, fields such as Unit of Measure will not be set back to their defaults unless the Item Number was changed since the last search.

IMPROVED: The Recents list clears when user logs out.
IMPROVED: Better handling of adding images to image UDFs.
IMPROVED: Hide search columns button from 'add multiple items' screen.
IMPROVED: Fields in the QuickPick screens are moved so that they do not overlap on small screens.
IMPROVED: Catalog Item details should not appear on small screens.
IMPROVED: CRM Tab on the Contact card automatically refreshes after deleting a CRM Note.
IMPROVED: Comments tab has a watermark indicating it is read only in offline mode.

UPDATED: About: The server's locale can now be set to "French - Canada", although the language will still be in English. Setting the server's locale to "French - Canada" will allow devices that have their locale set to "Francais (Canada)" to properly communicate with the server and not crash when trying to create a Sales Document.
UPDATED: Pre-existing CRM notes can be deleted in demo mode.
UPDATED: Login: Changed an error message to have a more user friendly explanation instead of showing HTML. The HTML can still be seen by pressing More Info.
UPDATED: Create Sales Document: Improved Sales Document creation when a customer that does not have Bill To and Ship To addresses is chosen. Users can now select an existing contact to use for the Sales Document's Bill To and Ship To in that situation.
UPDATED: Demo: Sales Document: Comments: The Add Comments button now works in demo mode.
UPDATED: Demo: CRM: There are now two note types to choose from.
UPDATED: Catalogs: The "No Catalog Exists" error message was updated to mention updating catalog summaries as a potential solution.
UPDATED: Contacts: CRM: The CRM tab is now accessible in edit mode.

ADDED: Create Document buttons for Quote, Order, Invoice and Return on the Customer Card for Android.
ADDED: User Defined Fields: Microsoft Dynamics GP User Defined Fields, which can be viewed in the Properties section for Contacts, Customers, and Sales Documents, are now editable. The security settings "Available Customer Contact Columns For Edit", "Available Customer Columns For Edit", and "Available Sales Document Columns For Edit" control whether each of these UDFs are editable. Note that if a SalesPad UDF is mapped to a Dynamics GP UDF, and both are edited, the value in the UDFs tab will take precedence.
ADDED: Security Setting: Access Security: CRM: Can Add CRM Notes: Determines whether or not the user can add CRM Notes on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: CRM: Can Edit and Delete CRM Notes: Determines whether or not the user can edit and delete CRM Notes on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: CRM: Can View CRM Notes: Determines whether or not CRM tabs are visible on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Customers: Can Add Customer Notes: Determines whether or not the user can add Customer Notes on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Customers: Can View Customer Notes: Determines whether or not the Customer Notes tab is visible on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Documents: Can Add Sales Document Notes: Determines whether or not the user can add Sales Document Notes on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Documents: Can View Sales Document Notes: Determines whether or not the Sales Document Notes tab is visible on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Item: Can Add Item Notes: Determines whether or not the user can add Item Notes on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Item: Can View Item Notes: Determines whether or not the Item Notes tab is visible on the device. Defaults to 'True'.

Server

FIXED: The Catalog and Catalog Item grids' headers are localized properly.
FIXED: Login Screen: The tool tips has been localized in Spanish
FIXED: Resized images now always keep their original aspect ratios.
FIXED: Security Editor: Users can no longer delete the user account that they are logged into.
FIXED: Naming a SalesPad User Field identically to a field name that only mobile uses for a field will not cause the object that the field belongs to to fail to load.
FIXED: Security Editor: The warehouse lookup failing to load will no longer cause the whole Security Editor to not load and give an "Object reference not set to an instance of an object" error. FIXED: Security Editor: The warehouse lookup is more likely to load.
FIXED: Security Editor: Change the description of "Allowed_Batches_For_Forwarding" setting.
FIXED: SalesPad Desktop Settings: Logging out of the server and then restarting the service will reload SalesPad Desktop settings.
FIXED: Security Setting: "Historical Doc Types For Items Tab" Setting has a description.
FIXED: Catalog Manager: Editing a Catalog Item will not incorrectly give the error "A catalog can not have duplicate line items in it."
FIXED: Offline: Group Pricing: Each group's values for Sales Doc Type, Sales Doc ID, and Warehouse will be respected in offline mode if specified.
FIXED: System Log Search: The search button will now work.
FIXED: Offline: The Warehouse Code field for Contacts now properly syncs for offline mode.
FIXED: Mobile License Manager: Reset: Clicking Reset will no longer result in an incorrect "License Expired on 1/1/1900" message.
FIXED: IIS: While using the app with an IIS server, the "Your license has been invalidated" message will no longer intermittently appear incorrectly.
FIXED: Sync to Online: Sales Document Signatures: Signatures that were synced to offline and not changed will not be synced back to online.
FIXED: User Email Accounts: When performing a search, the data will now load correctly.
FIXED: Inventory: Kit items will now calculate quantity onhand correctly.
FIXED: Sales Document: Comments: The error message that says that comments were changed while editing will not incorrectly appear.

REMOVED: Security Editor: UDF settings has been removed from GP Only Server.

UPDATED: About: The server's locale can now be set to "French - Canada", although the language will still be in English. Setting the server's locale to "French - Canada" will allow devices that have their locale set to "Francais (Canada)" to properly communicate with the server and not crash when trying to create a Sales Document.
UPDATED: DevExpress DLLs upgraded to version 15.2.9 and SalesPad Desktop DLLs upgraded to version 4.5.0.1. Since the SalesPad Desktop DLLs also use DevExpress 15.2.9, the server now only requires one set of DevExpress DLLs.
UPDATED: User Email Accounts: Added a checkbox that toggles whether or not only the currently logged in users' email accounts are shown.
UPDATED: User Email Accounts: Added a search button.
UPDATED: Fresh install: Unused tables, views, and stored procedures belonging to the spgpm schema are no longer written to the company database in a fresh install.
UPDATED: Sync to Offline: Further optimized inventory loading in order to avert potential timeout issues.

ADDED: Setting: Offline Sync Page Size For Signatures: The number of signatures which should be loaded at a time when synchronizing signatures to offline mode. Defaults to 1000. This setting was added due to syncing Sales Document signatures being more memory intensive than syncing other data, and thus a smaller page size may be necessary to avoid out of memory errors.
ADDED: Security Setting: Access Security: CRM: Can Add CRM Notes: Determines whether or not the user can add CRM Notes on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: CRM: Can Edit and Delete CRM Notes: Determines whether or not the user can edit and delete CRM Notes on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: CRM: Can View CRM Notes: Determines whether or not CRM tabs are visible on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Customers: Can Add Customer Notes: Determines whether or not the user can add Customer Notes on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Customers: Can View Customer Notes: Determines whether or not the Customer Notes tab is visible on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Documents: Can Add Sales Document Notes: Determines whether or not the user can add Sales Document Notes on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Documents: Can View Sales Document Notes: Determines whether or not the Sales Document Notes tab is visible on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Item: Can Add Item Notes: Determines whether or not the user can add Item Notes on the device. Defaults to 'True'.
ADDED: Security Setting: Access Security: Item: Can View Item Notes: Determines whether or not the Item Notes tab is visible on the device. Defaults to 'True'.

VERSION 1.3.18.1
RELEASE DATE 3/22/16

iOS

IMPROVED: Added a "No Results Found" watermark to the "Add Multiple Items" lookup .
IMPROVED: The back order indicator was put in a consistent location.
IMPROVED: Add an error message to the delete CRM Notes.
IMPROVED: Add the ability to Edit and Delete CRM Notes.
IMPROVED: Made the notes formatting consistent.
IMPROVED: The preloading of Document Types and Workflows.

FIXED: The proper securities are now referenced for editing.
FIXED: Corrected occasional button color anomalies.
FIXED: Properly padded a section header on the Sales Document Card.
FIXED: Control Search Columns: While creating a Contact, Customer, or Sales Document, there are some pages that involve searching for Contacts or Customers. Those pages have a gear button that can be used to control which columns are checked when searching. Trying to use that functionality in this situation should now work properly.
FIXED: Centered customer catalog title text.

ADDED: Extensions are now added after a wait on the end of phone numbers if they exist
ADDED: Setting: Filter Add Item Lookup by Document's Warehouse: If set to True, when searching for an item on the Add Item screen, only items belonging to the Sales Document's warehouse will be displayed in the list, and the displayed quantities will be for that warehouse only. Defaults to True. The behavior that this setting controls was already introduced in 1.3.16.1, so setting it to False can restore older behavior if desired.
ADDED: Security Setting: Access Security: Document Entry: Can Create Sales Documents For On Hold Customers: This setting controls if a Customer being On Hold should prevent the creation of Sales Documents using that Customer. Defaults to False.
ADDED: Setting: Sales Document Entry: "Larger Add Item View" - The top view (Item Number) size is increased, which creates a larger space between the search and save buttons.

UPDATED: Item Details: There's an indicator that informs the user that the item quantities do not update offline or in the demo.

Android

IMPROVED: Added a "No Results Found" watermark to the "Add Multiple Items" lookup .
IMPROVED: Made the spinner have a consistent appearance.
IMPROVED: The Sales Monitor screens update themselves after document forwarding.
IMPROVED: The back order indicator was put in a consistent location.
IMPROVED: Add an error message to the delete CRM Notes.
IMPROVED: Add the ability to Edit and Delete CRM Notes.
IMPROVED: Made the notes formatting consistent.
IMPROVED: The preloading of Document Types and Workflows.

FIXED: The Inventory purchase and sales tabs show the "No Results Found" watermark in offline mode.
FIXED: The proper securities are now referenced for editing.
FIXED: Properly padded a section header on the Sales Document Card.
FIXED: Sales Line Items UDFs no longer have an editing UI when not editing
FIXED: Sales Documents: The Insert line items long press prompt should only appear while editing a Sales Document online.
FIXED: Control Search Columns: While creating a Contact, Customer, or Sales Document, there are some pages that involve searching for Contacts or Customers. Those pages have a gear button that can be used to control which columns are checked when searching. Trying to use that functionality in this situation should now work properly.
FIXED: Quick Pick: Fixed an issue where if the setting "Quick Pick View As List" was True, the Quick Pick categories screen would freeze.
FIXED: Go Offline: The app will not freeze if "No" is selected when the app asks "Are you sure you want to sync database images?".
FIXED: Sync Images: The image sync will not fail due to "Not enough space on device to sync images" despite the device actually having enough space.

UPDATED: If a database table is missing a primary key and there are duplicate records, the Android app will load the first record found instead of giving a generic error message.
UPDATED: Item Details: There's an indicator that informs the user that the item quantities do not update offline or in the demo.

ADDED: Setting: Filter Add Item Lookup by Document's Warehouse: If set to True, when searching for an item on the Add Item screen, only items belonging to the Sales Document's warehouse will be displayed in the list, and the displayed quantities will be for that warehouse only. Defaults to True. The behavior that this setting controls was already introduced in 1.3.16.1, so setting it to False can restore older behavior if desired.
ADDED: Security Setting: Access Security: Document Entry: Can Create Sales Documents For On Hold Customers: This setting controls if a Customer being On Hold should prevent the creation of Sales Documents using that Customer. Defaults to False.
ADDED: Setting: Sales Document Entry: "Larger Add Item View" - The top view (Item Number) size is increased, which creates a larger space between the search and save buttons.

Server

BREAKING CHANGE: Standard Pricing is now defaulted to true.

FIXED: Fixed an issue that could cause the server to show an error after logging in and prevent any modules from being accessed.
FIXED: License invalidation error when creating new users
FIXED: The ability to "Group By Column" on a System User no longer causes a crash.
FIXED: Various default settings are now initially set to their stated initial values.
FIXED: User Email Accounts can be saved after deleting all of the email accounts.
FIXED: Using the Auto Filter Row in the System filter editor does not cause a crash.
FIXED: Group pricing with Sales Document Type and ID filters now work on mobile.

IMPROVED: Deleted system filters are actually deleted.
IMPROVED: Rewrote an error message to identify the cause.
IMPROVED: With the Mobile Server security disabled the user is prevented from accessing the Mobile Server Module.
IMPROVED: The database update doesn't try to run when there are no licenses.
IMPROVED: Fixed a typo in a security setting description.
IMPROVED: Catalogs will no longer accept duplicate line items.

UPDATED: Search Log Search: System Log Search can be enabled or disabled via the Security Editor. When enabled, it appears in the Navigation Drop-down. UPDATED: System Log Search: When searching for results, there is now a loading indicator.
UPDATED: Sync to Offline: Some queries were optimized in order to increase the speed and success rate of syncing some Item related tables.

VERSION 1.3.17.1
RELEASE DATE 2/15/16

iOS

BREAKING CHANGE: UPDATED: If Access Security is not enabled for a Security Group, then users from that Security Group cannot login.

FIXED: Contacts: Copy Contact: All Contact fields should now be copied except Contact Audits, Contact User Fields, and Contact Resources.
FIXED: Customers: Fixed an issue where the Customer details tab in edit mode could have a glitched appearance in certain conditions.
FIXED: Menu: Fixed an issue where the "Go Online" option could be disabled while offline.
FIXED: Pressing the Back button several times quickly should not crash the app.
FIXED: Sales Documents: If the setting "Should Sync Sales Documents" is false, and the user is viewing a Sales Document when the app goes offline, the user will be brought back to the Main Menu.
FIXED: Sales Documents: If a user forwards a sales document into a batch that is filtered out for that user, the app will correctly display the batch it was forwarded to and take the user away from that document.
FIXED: Bug fixes when changing customers when creating a Sales Document
FIXED: All phones now show up in online contact lookup.
FIXED: Fixed the cause of an email syncing error message.
FIXED: UDFs: Fixed an issue preventing UDFs from loading.
FIXED: CRM Notes will correctly log phone calls.
FIXED: Copy Contact properly copies UDFs.
FIXED: Create Sales Document: If there is a filter on CustomerAddr that results in a Customer's Bill To or Ship To being filtered out, creating a Sales Document linked to that Customer should now work.
FIXED: LineItems saving incorrectly in offline mode
FIXED: Resizing issue for multiple items screens
FIXED: Made the line item's UDFs unavailable for viewing in offline mode.
FIXED: Add Sales Line Item: Fixed an issue where having an item with a blank Item Number would prevent a blank search for Item Numbers.
FIXED: Add Multiple Items: Adding more than 10 items at once in a single session of Add Multiple Items should not cause an error when saving.
FIXED: Fixed an issue where the app was caching the security settings Available Document IDs for Document Edit and Available Document Edit Document Types too heavily.
FIXED: Contact prompts are now centered when using the app on an iPad.
FIXED: Filters: Warehouse_Name is no longer a filterable field for Sales Documents due to causing errors.

UPDATED: Sales Documents: When saving a Sales Document, if a Line Item causes an eConnect error, the Item Number of the Line Item should be displayed in the error message.
UPDATED: Login Screen: The app will not resend requests to the server if the server received the request and refused it. In practice, having the wrong username and/or password when logging in should give an error message quicker.
UPDATED: Prompts: Changed the order of options on some prompts in order to be consistent with other types of feedback.
UPDATED: Sales Documents: Comments: When saving, the app will report if the save was successful.
UPDATED: Login: A few error messages were updated to mention signal loss as a possible reason the error message appeared.
UPDATED: UDFs: If a UDF has Value Options specified in SalesPad GP desktop, and the UDF isn't a True/False Field Type or an image, mobile will respect those Value Options when editing that UDF.
UPDATED: Sales Documents: Sales Line Items: If the server fails to find a price for an item, the app will inform the user.
UPDATED: The error messages when failing to load Business Objects now mention that filters could be the cause.

IMPROVED: Large number inputs on Sales Documents are better handled when saving.
IMPROVED: The clear button's padding has been increased so it's not flush with the edge of the text field.

REMOVED: Search Bars: Search bars in the app no longer have a '-' button. This button used to close the keyboard.
REMOVED: "Can Add Catalog Items" has been removed. Functionality has been replaced by the new security "Add Item Button Options".

ADDED: More offline behavior is explained with a new prompt.
ADDED: Tapping a value in an EditList now opens the selection screen
ADDED: Sales Documents: Users can now insert Line Items while online. While editing a Sales Document, a user may long press an existing Line Item to open a prompt that allows the user to insert a line item before or after the selected one.
ADDED: Search bars now have a settings option that allows controlling which columns are used to search on.
ADDED: Text fields in EditLists are now linked together
ADDED: Sales Territory is now an editable column
ADDED: Setting: "Show Item Images On Catalog Screen" By setting this to true, item images will be enabled for the catalog item entry screen.
ADDED: A new "Bold Customer Name" setting was added. Set to true to bold the customer name on the sales document search screen.
ADDED: Setting to rename "Add Catalog Items" button. You can change the name of the of the button by changing the desired text in the "Add Catalog Item's Name" field.
ADDED: The name of the catalog is now visible at the top of the catalog item entry screen.
ADDED: New Security: "Add Item Button Options": Controls the order that the "Add Items" buttons appear in when editing a sales document and can also be used to remove buttons when editing a sales document.
ADDED: Sales Doc ID can now be added as an additional search column under the security setting "Additional Sales Document Search Columns".
ADDED: Option to sync item images so that they are veiwable on the Catalog and Add Multiple screens while offline.
ADDED: Quick Pick option for adding items to a document is now supported. Requires that the Quick Pick module be installed with the desktop application of SalesPad.
ADDED: New setting "Quick Pick View As List" toggles between showing Quick Pick screen as a grid or list view.

Android

BREAKING CHANGE: UPDATED: If Access Security is not enabled for a Security Group, then users from that Security Group cannot login.

UPDATED: Sales Documents: When saving a Sales Document, if a Line Item causes an eConnect error, the Item Number of the Line Item should be displayed in the error message.
UPDATED: Login Screen: The app will not resend requests to the server if the server received the request and refused it. In practice, having the wrong username and/or password when logging in should give an error message quicker.
UPDATED: Login: A few error messages were updated to mention signal loss as a possible reason the error message appeared.
UPDATED: Contacts: The Created On and Changed On fields will only show the date instead of both the date and a dummy time.
UPDATED: Sync to Online: Updated some error messages to mention the "Re-Attempt Push" menu option in situations where it may be useful.
UPDATED: Sales Documents: Comments: When saving, the app will report if the save was successful.
UPDATED: UDFs: If a UDF has Value Options specified in SalesPad GP desktop, and the UDF isn't a True/False Field Type or an image, mobile will respect those Value Options when editing that UDF.
UPDATED: Sales Documents: Sales Line Items: If the server fails to find a price for an item, the app will inform the user.
UPDATED: The error messages when failing to load Business Objects now mention that filters could be the cause.

IMPROVED: Large number inputs on Sales Documents are better handled when saving.
IMPROVED: Sales Line Item entry's item number field loses focus properly when increment/decrement buttons are used.
IMPROVED: The column resolution message is now written better.

FIXED: Menu: Fixed an issue where the "Go Online" option could be disabled while offline.
FIXED: Sales Documents: If a user forwards a sales document into a batch that is filtered out for that user, the app will correctly display the batch it was forwarded to and take the user away from that document.
FIXED: Customer notes now correctly display multiple lines of text.
FIXED: All phones now show up in online contact lookup
FIXED: Sync to Online: Fixed a bug that sometimes prevented the list of resolvable conflicts from updating.
FIXED: Sales Documents: Comments: Fixed an issue where the background of the comments box could be black.
FIXED: Fixed the cause of an email syncing error message.
FIXED: Copy Contact properly copies UDFs.
FIXED: Automatic-login acts more consistently if errors occur.
FIXED: Create Sales Document: If there is a filter on CustomerAddr that results in a Customer's Bill To or Ship To being filtered out, creating a Sales Document linked to that Customer should now work.
FIXED: Errors causing LineItems to save incorrectly in offline mode have been fixed.
FIXED: The list of Date Edit changes now update correctly when dates in January are selected
FIXED: Made the line item's UDFs unavailable for viewing in offline mode.
FIXED: Add Multiple Items: Searching for items should no longer cause a crash for Android devices running Android 4.1.X and below.
FIXED: Add Sales Line Item: Fixed an issue where having an item with a blank Item Number would prevent a blank search for Item Numbers.
FIXED: Filters: Warehouse_Name is no longer a filterable field for Sales Documents due to causing errors.

ADDED: More offline behavior is explained with a new prompt.
ADDED: A sync status screen has been added which lets one see/undo edits.
ADDED: Android Tab bar button order changed
ADDED: Tapping a value in an EditList now opens the selection screen
ADDED: Sales Documents: Users can now insert Line Items while online. While editing a Sales Document, a user may long press an existing Line Item to open a prompt that allows the user to insert a line item before or after the selected one.
ADDED: Search bars now have a settings option that allows controlling which columns are used to search on.
ADDED: Text fields in EditLists are now linked together
ADDED: Sales Territory is now an editable column
ADDED: Setting: "Show Item Images On Catalog Screen" By setting this to true, item images will be enabled for the catalog item entry screen.
ADDED: "Bold Customer Name" setting added. Set to true to bold the customer name on the sales document search screen.
ADDED: Setting to rename "Add Catalog Items" button. You can change the name of the of the button by changing the desired text in the "Add Catalog Item's Name" field.
ADDED: The name of the catalog is now visible at the top of the catalog item entry screen.
ADDED: New Security: "Add Item Button Options": Controls the order that the "Add Items" buttons appear in when editing a sales document and can also be used to remove buttons when editing a sales document.
ADDED: Sales Doc ID can now be added as an additional search column under the security setting "Additional Sales Document Search Columns".
ADDED: Option to sync item images so that they are veiwable on the Catalog and Add Multiple screens while offline.
ADDED: Quick Pick option for adding items to a document is now supported. Requires that the Quick Pick module be installed with the desktop application of SalesPad.
ADDED: New setting "Quick Pick View As List" toggles between showing Quick Pick screen as a grid or list view.

REMOVED: "Can Add Catalog Items" has been removed. Functionality has been replaced by the new security "Add Item Button Options".

Server

BREAKING CHANGE: UPDATED: If Access Security is not enabled for a Security Group, then users from that Security Group cannot login.

UPDATED: Mobile License Manager: When logging in, if the Device Activation Alias is blank, it will be populated with the device's name (or model for Android if not available).
UPDATED: Report Manager: The Delete, Edit, and Copy buttons are disabled when a report is not selected.
UPDATED: Install as Service: The error message when failing to install or reconfigure as a service should be more informative and smaller.
UPDATED: SignaturePad DLL
UPDATED: When the server tries to get data from the database, it will now retry a few times if the request times out.

FIXED: IIS: The icon that is shown in Programs and Features is now correct for an IIS install of SalesPad Mobile.
FIXED: Sales Documents: If a user forwards a sales document into a batch that is filtered out for that user, the app will correctly display the batch it was forwarded to and take the user away from that document.
FIXED: Sales Document Promotions: Promotions should now be reloaded when installing the server as a service, reconfiguring the server, and starting the server.
FIXED: Report Manager: SalesPad UDFs that are mapped to Dynamics GP UDFs should now load correctly and not cause errors.
FIXED: First-Time Install: There should no longer be an error message about "dbo.spUserField" after a database update.
FIXED: Sales Documents: Comments: Fixed an issue where the background of the comments box could be black.
FIXED: UDFs: Fixed an issue where having null values for "Is_Required" or "Is_Image" in spUserField prevented UDFs from loading.
FIXED: User Field Editing: SalesPad User Fields that are mapped to Microsoft Dynamics GP User Fields should now properly save and not prevent saving.
FIXED: Email template editor is no longer usable when no templates exist
FIXED: Install as Service: Fixed an issue that could prevent the server from being installed as a service if the service name for SQLServer is not "MSSQLSERVER" and the Server name entered in the Connection Editor did not specify a SQLServer version.
FIXED: System Filter Editor: System Filter Wizard: If a Field Name isn't manually selected, the Field Name that was highlighted by default should now be the Field Name that is actually used when creating a filter.
FIXED: Catalog Manager: There should no longer be an error message when opening the Catalog Manager with the "Can Create Catalogs" security setting being False.

ADDED: Sales Territory is now an editable column
ADDED: Pre-Save and Post-Save scripts are now available.
ADDED: Pre-Forward and Post-Forward scripts are now available.
ADDED: Setting to rename "Add Catalog Items" button. You can change the name of the of the button by changing the desired text in the "Add Catalog Item's Name" field.
ADDED: The name of the catalog is now visible at the top of the catalog item entry screen.
ADDED: New Security: "Add Item Button Options": Controls the order that the "Add Items" buttons appear in when editing a sales document and can also be used to remove buttons when editing a sales document.
ADDED: Sales Doc ID can now be added as an additional search column under the security setting "Additional Sales Document Search Columns".

REMOVED: "Can Add Catalog Items" has been removed. Functionality has been replaced by the new security "Add Item Button Options".

VERSION 1.3.16.5
RELEASE DATE 2/4/16

Server

ADDED: CardControl API keys can now be entered in the settings screen.

VERSION 1.3.16.1
RELEASE DATE 1/5/16

iOS

FIXED: Customers: If a customer is favorited, and the user changes the customer's name, the name displayed in the favorites list is updated.
FIXED: Main Menu: The Sales Monitor option is properly removed from the Main Menu when going offline.
FIXED: CRM: There should be dividers between each note, regardless of how many notes there are.
FIXED: iPhone login screen could sometimes be rotated to landscape.
FIXED: Centered loading spinner when changing device orientation.
FIXED: UI now reflects that users may login only to the connection with unsynced offline changes.
FIXED: Sales Documents: Add Multiple Items: Items now correctly load while offline.
FIXED: Corrected an issue that could keep users from logging into the Demo.
FIXED: Inventory lookups now respect the correct contextual warehouse.

IMPROVED: Emailing to multiple emails will now work when there is a space between emails.

ADDED: Regional support for English - South Africa.
ADDED: Ability to edit user defined fields while online.
ADDED: Customers: CRM: Note types are now selectable and viewable.

UPDATED: Customer: Graph Settings: Various improvements were made to the graph settings page.

Android

FIXED: Customers: If a customer is favorited, and the user changes the customer's name, the name displayed in the favorites list is updated.
FIXED: Stopped some views from flashing when moving between them.
FIXED: Going offline from a fresh install now properly removes Sales Monitor as an option on the main menu.
FIXED: Zebra Printer: The "Select Device" menu should now appear correctly across all OS versions.
FIXED: UI now reflects that users may login only to the connection with unsynced offline changes.
FIXED: Sales Documents: Add Multiple Items: Items now correctly load while offline.
FIXED: Corrected an issue that could keep users from logging into the Demo.
FIXED: Inventory lookups now respect the correct contextual warehouse.

IMPROVED: Emailing to multiple emails will now work when there is a space between emails.

UPDATED: Customer: Graph Settings: Various improvements were made to the graph settings page.

ADDED: Ability to edit user defined fields while online.
ADDED: Customers: CRM: Note types are now selectable and viewable.

Server

FIXED: Sales Document: Holds: When deleting a hold, the hold will not be logged as being both added and deleted as a result of that action in the Audits tab.
FIXED: Catalog Manager: New, Delete, and Edit buttons are now disabled when there are no valid selections.
FIXED: Security Editor: If a security group is deleted, it will not show up as a blank line in the dropdown menu in "Copy Security".
FIXED: Added a missing dll that was causing issues on the Email Template Editor.
FIXED: Server: The Catalog Manager is accessible if the server's language is set to Spanish.
FIXED: Catalog Manager: The "Copy Catalog" button is disabled if there are no catalogs.
FIXED: System Filter Editor: Clicking "New" should not result in an error.
FIXED: Inventory lookups now respect the correct contextual warehouse.

IMPROVED: Made buttons a uniform size in the System filter creation.
IMPROVED: The system filter classification page doesn't have unnecessary separators.
IMPROVED: Centered a dialog window.

ADDED: Mobile License Manager: When the Save or Reset buttons are pressed, information is saved to the System Log which contains which user pressed the button. If the pressed button is Save, the state of each License Activation at the time of saving is also recorded.
ADDED: Regional support for English - South Africa.
ADDED: Ability to edit user defined fields while online.
ADDED: Customers: CRM: Note types are now selectable and viewable.

VERSION 1.3.15.2
RELEASE DATE 11/4/15

iOS

FIXED: The Demo is now accessible after logging in to a server.

Android

FIXED: The Demo is now accessible after logging in to a server.

VERSION 1.3.15.1
RELEASE DATE 10/21/15

iOS

BREAKING CHANGE: FIXED: Sales Documents: If a user has permission to create a type of Sales Document but not permission to edit it, that user won't be given the Sales Document in edit mode when it's created.

IMPROVED: UDF text fields respect the database's field's length restriction.
IMPROVED: The references to offline mode in demo mode are more consistent.
IMPROVED: Login screen has been greatly improved with easier functionality.
IMPROVED: Contacts can now be searched by City as well as additional columns using the "Additional Search Columns" security.

UPDATED: Sales Documents: Editing: The buttons for adding line items are now above the line items.
UPDATED: Customers: Sales Documents can't be created while editing a Customer.

FIXED: Fixed an issue where parts of the app could incorrectly become disabled, such as the tabs on the Customer card after returning from a Sales Document.
FIXED: Sales Document: Add Item: It is no longer possible to scroll too far down while editing a Line Item.
FIXED: Customers: The Items tab is now accessible in Demo mode.
FIXED: Customer: Catalogs: "Catalogs" displays appropriately in the bottom-right corner while Catalogs is selected.
FIXED: Sales Documents: Payments: If an error occurs while loading the last payments page, the app will display the error instead of crashing.
FIXED: To avoid odd noises when using headphones, a prompt now appears for connecting to an IdTech device anytime something is plugged into the headphone jack on the device.
FIXED: Corrected an issue that could prevent users from logging in.
FIXED: Sales Documents: Notes and comments should now work properly for historical sales documents.
FIXED: Various issues with importing old connections.

ADDED: Sales Documents: There is now a Comments tab for Sales Documents. Users can add comments defined in Microsoft Dynamics GP and/or edit the comments field manually.
ADDED: Customer: The Customer field "Trade Discount" is now editable, if the user has permission to do so within the security setting "Available Customer Columns For Edit".
ADDED: Microsoft Dynamics GP UDFs are viewable in the Properties section for Contacts, Customers, and Sales Documents. Additionally, there is now a Security Setting for choosing which columns are visible in the Properties section for Contacts, Customers, Sales Documents, and Inventory.
ADDED: Inventory: The quantity displayed in the Item lookup can be changed from Qty Onhand to Qty Available with a new security setting called "Qty In Item Lookup".
ADDED: The placement of phone calls and emails are now logged in CRM.

Android

UPDATED: Customers: Sales Documents can't be created while editing a Customer.

FIXED: Customer Lookup: On Hold and Inactive Item labels will no longer display incorrectly while scrolling through customers.
FIXED: Various issues with importing old connections
FIXED: Fixed various issues that could cause the app to crash.

Server

BREAKING CHANGE: FIXED: Language selector now properly updates the application to the selected language.

IMPROVED: Better error message when something is wrong with the database connection.
IMPROVED: The database update prompt doesn't appear an excessive amounts of times.
IMPROVED: The handling of system filter modification.
IMPROVED: Added a setting to toggle "Contains" behavior in System Filters.

FIXED: Modules: System: User Field Editor is no longer in the modules menu, since it isn't supported.
FIXED: Settings: If the offline sync page size is 0 or lower, the server will use the default value (currently 10,000) instead.
FIXED: Fixed an issue where new licenses were being created with each login from a mobile device.
FIXED: GP Only supports non-default dynamics database names.
FIXED: Mapped GP UDFs now load even if there are no SalesPad UDFs on the object.
FIXED: SystemReport should no longer cause an error when syncing the database for offline mode.
FIXED: Server now only sends necessary securities to devices when logging in
FIXED: Email Reports: Fixed an issue that was preventing emailing reports.
FIXED: Sales Documents: Notes: Fixed some issues that could cause notes to silently not save.

UPDATED: Sales Document: Add Multiple Items: Filters on InventoryLookup will apply to the items that are displayed when adding multiple items.

ADDED: Customer: The Customer field "Trade Discount" is now editable, if the user has permission to do so within the security setting "Available Customer Columns For Edit".
ADDED: Microsoft Dynamics GP UDFs are viewable in the Properties section for Contacts, Customers, and Sales Documents. Additionally, there is now a Security Setting for choosing which columns are visible in the Properties section for Contacts, Customers, Sales Documents, and Inventory.
ADDED: Inventory: The quantity displayed in the Item lookup can be changed from Qty Onhand to Qty Available with a new security setting called "Qty In Item Lookup".

VERSION 1.3.14.4
RELEASE DATE 10/7/15

Server

VERSION 1.3.14.1
RELEASE DATE 9/30/15

iOS

FIXED: Pressing the Menu button and another button at the same time will no longer allow the user to bring the current screen's Menu to the next screen.
FIXED: Sales Document: Add Multiple Items: Corrected issue where search bar icons were too small.
FIXED: Customers: The tab that shows contact addresses now has the name, "Contacts", to be consistent across Salespad products.
FIXED: Login: Extra spaces at the beginning or end of the Username, Password, and Server Address fields won't cause them to be rejected as incorrect.
FIXED: Email validation for multiple emails.
FIXED: Port number no longer shows when creating IIS connection.
FIXED: Automatic login on Android now works properly.
FIXED: Sales Documents: Line Items: Clicking on a line item that exists in inventory will properly bring the user to that Inventory item.
FIXED: Contacts: The app should no longer freeze when creating or editing a contact.
FIXED: Sales Document: Payments: The app won't freeze after showing a prompt.

IMPROVED: Sales Territory will get updated when ShipTo address is updated.

ADDED: Customer: Tax Schedule is now viewable in Customer Properties.
ADDED: Setting: Can View YTD Margin - Users can be prevented from viewing YTD Margins in the YTB tab in Customers. (Default: True)
ADDED: Maps are now available. By clicking on a contact address, Bill To or Ship To field, a map is brought up showing the address with the ability to get directions from current user location.
ADDED: Security Setting: Users can now skip the Sales Document properties edit while creating a new Sales Document if the new security setting "Require Document Properties Edit" is false.

UPDATED: End of Day Report: The sales documents are now ordered by Sales Doc Number instead of Customer Number.

Android

FIXED: Customers: The tab that shows contact addresses now has the name, "Contacts", to be consistent across Salespad products.
FIXED: Login: Extra spaces at the beginning or end of the Username, Password, and Server Address fields won't cause them to be rejected as incorrect.
FIXED: Email validation for multiple emails.
FIXED: Desktop signatures no longer crash the app.
FIXED: The Add Multiple Items screen's title now has spaces.
FIXED: Port number no longer shows when creating IIS connection.
FIXED: Automatic login on Android now works properly.
FIXED: Corrected issue on login screen UI for smaller devices.

IMPROVED: Sales Territory will get updated when ShipTo address is updated.
IMPROVED: The handling of adding multiple line items to a sales document.

Server

IMPROVED: Unused security settings have been removed from the Security Editor.
IMPROVED: Sales Territory will get updated when ShipTo address is updated.
IMPROVED: The handling of adding multiple line items to a sales document.
IMPROVED: License manager now has a loading indicator.

FIXED: "Reset" on Mobile License Manager now properly refreshes licenses.
FIXED: The Reset button on the Mobile License Manager now properly removes license assignments.

ADDED: New settings to control additional columns to search against when searching Customers, Contacts and Items.
ADDED: Setting: Can View YTD Margin - Users can be prevented from viewing YTD Margins in the YTB tab in Customers. (Default: True)
ADDED: Security Setting: Users can now skip the Sales Document properties edit while creating a new Sales Document if the new security setting "Require Document Properties Edit" is false.

UPDATED: End of Day Report: The sales documents are now ordered by Sales Doc Number instead of Customer Number.

VERSION 1.3.13.1
RELEASE DATE 8/24/15

iOS

FIXED: Login now has better handling of "Not Supported Content Type" error.
FIXED: Contact UDFs no longer get overwritten with blank values during save.
FIXED: New sales documents can no longer be created for customers that are on hold.
FIXED: Corrected an issue with the DateTime Picker not selecting the correct date.

ADDED: New Sales setting "Use Shipping Method When Selecting Default Tax Schedule" which mimics the GP setting of the same name.

UPDATED: Honeywell software updated to latest to provide support to newer accessory devices.

Android

FIXED: Login now has better handling of "Not Supported Content Type" error.
FIXED: Customer creation doesn't crash in demo mode.
FIXED: Customer Card: Item Tab: Now displays additional information. (item name and description)
FIXED: Customer or Contact Edit: No longer crashes when selecting items from a list.
FIXED: Sales Document Edit: Deleting a Line Item and then trying to edit or add another Line Item will not cause an error.
FIXED: New sales documents can no longer be created for customers that are on hold.

ADDED: New Sales setting "Use Shipping Method When Selecting Default Tax Schedule" which mimics the GP setting of the same name.

Server

FIXED: Mobile Server: User Email Accounts: Corrected "Invalid Column Name" Error when adding a new email
FIXED: Contact UDFs no longer get overwritten with blank values during save.
FIXED: Authorization Up Charge Amount is now handled correctly.

REMOVED: System Filters: Removed Warehouse from the list of System Filters in the InventoryLookup category.

ADDED: UDFs for SalesLineItems, ItemMasters and Customers is now available for reports.
ADDED: Ability to send emails through a Microsoft Exchange email server.
ADDED: New Sales setting "Use Shipping Method When Selecting Default Tax Schedule" which mimics the GP setting of the same name.

VERSION 1.3.12.9
RELEASE DATE 8/11/15

Server

FIXED: Resolved an issue with saving notes.

VERSION 1.3.12.8
RELEASE DATE 7/31/15

Server

FIXED: Resolved issues which could prevent users from becoming licensed.

VERSION 1.3.12.1
RELEASE DATE 7/27/15

iOS

FIXED: Doc search total now follows the Currency Decimals set in GP.
FIXED: Properties on contact card will show all columns now.
FIXED: Users are now able to add multiple offline CRM Notes and also view CRM Notes while in Offline mode.
FIXED: Users will now receive a prompt confirming when requesting to log out.
FIXED: Instead of having the Add Note button during offline mode, it displays text indicating that notes are read only offline.
FIXED: The Running Total can no longer be edited or selected.
FIXED: Updated Sales Person selection will reflect right away when updating a contact.
FIXED: The menu button no longer appears when there are no slide menu options. Primarily, when selecting items from a list.
FIXED: Made the conflict detection ignore a field that doesn't apply.
FIXED: Added validation checking to the email field for both editing and creating contacts.
FIXED: Date Picker: Done button has been moved to the center when selecting a date
FIXED: New sales documents can no longer be created for inactive customers, who also now appear with an "Inactive" label.

IMPROVED: A "No Results Found" watermark will properly hide.
IMPROVED: A search will state when there are no results found.
IMPROVED: Better error messages when issues occur when logging in.

ADDED: New setting "Password to Undo Local Changes" added. Setting this password will require users on the mobile device to enter the password before being able to undo local changes when syncing back to online mode.

Android

FIXED: Doc search total now follows the Currency Decimals set in GP.
FIXED: Signatures are now properly displayed on varying sized screens.
FIXED: Properties on contact card will show all columns now.
FIXED: Users are now able to add multiple offline CRM Notes and also view CRM Notes while in Offline mode.
FIXED: Keyboard will now disappear when pressing the back buttons from the Add Multiple Line Items when creating a new sales document.
FIXED: Updated top right button on the main screen to say "Log Out" and not "Home."
FIXED: While editing contacts, users were being prompted to save changes; even if none were made. This update corrects this issue on both the card and edit views.
FIXED: A heading stating "Notes are Read-Only Offline" appears when the user is offline. Any existing notes will appear, as well.
FIXED: Users will now receive a prompt confirming when requesting to log out.
FIXED: Instead of having the Add Note button during offline mode, it displays text indicating that notes are read only offline.
FIXED: If a note is blank or spaces, a note will not be added.
FIXED: Updated Sales Person selection will reflect right away when updating a contact.
FIXED: Made the conflict detection ignore a field that doesn't apply.
FIXED: Req Date Selector no longer populates one month into the future when creating a new Sales Document
FIXED: The first digit of the phone number won't get truncated.
FIXED: Added validation checking to the email field for both editing and creating contacts.
FIXED: New sales documents can no longer be created for inactive customers, who also now appear with an "Inactive" label.

IMPROVED: Added a "No Results Found" watermark for various search screens.
IMPROVED: A search will state when there are no results found.
IMPROVED: Better error messages when issues occur when logging in.

ADDED: Email reports default to the report template that matches the document type and ID if one exists.
ADDED: New setting "Password to Undo Local Changes" added. Setting this password will require users on the mobile device to enter the password before being able to undo local changes when syncing back to online mode.

Server

BREAKING CHANGE: Moved internal location of Running Total option.

FIXED: A bug was causing invalid fields to be selected when creating System Filters if a field was not explicitly selected.
FIXED: Report Manager: Disables the refresh button while refreshing a report.
FIXED: Adding notes to a sales document no longer updates line item quantity information.
FIXED: The 'Starts With' option for LIKE System Filters now follows the correct format.
FIXED: An error which prevented saving system reports for some users.

UPDATED: The setting "Default Backordered Items to Override Shortage" is now only available to customers not using SalesPad Desktop.

VERSION 1.3.11.1
RELEASE DATE 6/16/15

iOS

FIXED: Customer Tax Schedule is now read-only
FIXED: Offline mode will no longer cause the nav bar to turn white.
FIXED: Corrected an issue which could cause Amount Received to be displayed incorrectly on the printed receipt in some circumstances.
FIXED: Zebra Printer should no longer lock up if a print job fails.
FIXED: Zebra Printer settings should no longer be unintentionally lost.
FIXED: Corrected an issue where a line items currency decimal value would be overridden by the Sales Documents currency decimal value while editing.
FIXED: Pressing save on a sales document before the document was done loading should no longer throw an error.
FIXED: The "Discount" field on the printed receipt is now based on either Discount Amount or Trade Discount Percent, depending on which value is currently populated.

CHANGED: Moved Tax above Amount Received on the Zebra Printed Receipt.

UPDATED: The setting "View Running Total On Multi Item Select Screens" has been moved to the "Sales" category.

Android

FIXED: Customer Tax Schedule is now read-only.
FIXED: Customer information will not be overwritten when customer class is changed.
FIXED: Zebra Printer should no longer lock up if a print job fails.
FIXED: Zebra Printer settings should no longer be unintentionally lost.
FIXED: Corrected an issue where a line items currency decimal value would be overridden by the Sales Documents currency decimal value while editing.
FIXED: The "Discount" field on the printed receipt is now based on either Discount Amount or Trade Discount Percent, depending on which value is currently populated.

CHANGED: Moved Tax above Amount Received on the Zebra Printed Receipt.

UPDATED: The setting "View Running Total On Multi Item Select Screens" has been moved to the "Sales" category.

Server

BREAKING CHANGE: Moved internal location of Running Total option.

FIXED: A bug was causing invalid fields to be selected when creating System Filters if a field was not explicitly selected.
FIXED: Corrected an issue where a line items currency decimal value would be overridden by the Sales Documents currency decimal value while editing.
FIXED: Fixed error message that could occur when saving a document after deleting line items.

UPDATED: The setting "View Running Total On Multi Item Select Screens" has been moved to the "Sales" category. It has also been temporarily disabled for ERP.

REMOVED:"Respect SalesPad GP Settings" has been removed, the application will now always respect SalesPad GP Settings.

VERSION 1.3.10.1
RELEASE DATE 5/18/15

iOS

FIXED: When adding an item to a sales document, pressing the Search key on the virtual keyboard while a whole or partial item number is typed in will initiate a search on the item instead of having to additionally press the button next to the text box.
FIXED: Fixed an issue where text labels in the tab menus were being truncated with ellipses.
FIXED: Catalog items screen was incorrectly displaying the first page of items twice.
FIXED: CRM Notes now show the correct time stamp.
FIXED: Notification now appears when pressing "Add Items" in the "Add Multiple" or "Add Recents" screens when no items were selected.
FIXED: The "Sign Document" option will once again appear in the demo.

ADDED: Implemented ability to print signatures on receipts.

Android

FIXED: When adding an item to a sales document, pressing the Search key on the virtual keyboard while a whole or partial item number is typed in will initiate a search on the item instead of having to additionally press the button next to the text box.
FIXED: Catalog items screen was incorrectly displaying the first page of items twice.
FIXED: CRM Notes now show the correct time stamp.
FIXED: Notification now appears when pressing "Add Items" in the "Add Multiple" or "Add Recents" screens when no items were selected.
FIXED: The "Sign Document" option will once again appear in the demo.
FIXED: Catalog item screen no longer limited to 50 items.

ADDED: Implemented ability to print signatures on receipts.

Server

FIXED: "Add Recent Items" will again populate correctly.
FIXED: Resolved issue where adding a note to a historical document would cause an error.
FIXED: CRM Notes now show the correct time stamp.
FIXED: Server URL now displays properly when using an SSL.
FIXED: The dll for CardControl will install correctly when upgrading or installing the application.

VERSION 1.3.9.1
RELEASE DATE 4/20/15

iOS

FIXED: Resolved issue where login would occasionally fail with an object disposed error.
FIXED: Added better error handling for payment entry.
FIXED: Fixed an issue where the app would fail to load the value for the "Number of Months of Historical Documents Shown" setting and would use the default value of 12 months instead.
FIXED: Text on Zebra receipt will no longer overlap in some cases.
FIXED: Adding multiple items to a sales document is now sorted alphabetically.
FIXED: Corrected an issue which prevented Amt Received from displaying properly on receipts sometimes.

ADDED: Code 128 support on Zebra printer.
ADDED: Support for Business Rules and SalesPad Promotional Pricing.
ADDED: Customer Company Info Footer on Zebra Receipts.

Android

FIXED: The accessories screen works much more fluidly now.
FIXED: Connection status to Zebra printers is now automatically updated on the main accessories screen.
FIXED: Removed report selection when printing to a wifi printer in offline mode. Printing using a report is not available in offline mode, it instead uses a default layout.
FIXED: 'Bill To' and 'Ship To' fields on a Customer will now populate properly after editing.
FIXED: Resolved issue where login would occasionally fail with an object disposed error.
FIXED: Text on Zebra receipt will no longer overlap in some cases.
FIXED: Printing notification should properly update upon print job completion.

ADDED: Code 128 support on Zebra printer.
ADDED: Support for Business Rules and SalesPad Promotional Pricing.
ADDED: Customer Company Info Footer on Zebra Receipts.

Server

FIXED: Forwarding documents now works in alignment with SalesPad desktop.
FIXED: User and Group filters will now load properly for an IIS server using SSL.
FIXED: Multiple 'Like' filters are now properly combined using 'OR' statements and 'Not Equals' filters are now properly combined using 'AND' statements. Also improved filter performance.
FIXED: Corrected an issue which would prevent users of certain versions of SalesPad GP from selecting Sales Reps in SalesPad Mobile.
FIXED: Corrected description for "Default Backordered Items to Override Shortage" setting.

ADDED: Support for Business Rules and SalesPad Promotional Pricing.

UPDATED: Greatly improved compatibility with SalesPad Desktop.

VERSION 1.3.8.1
RELEASE DATE 3/31/15

iOS

FIXED: Sometimes when adding a sales line item, an error would show saying that no item number was entered even if it was. This no longer happens.
FIXED: Sales Line Item warehouse location with the associated quantities available and allocated for that location now properly update.
FIXED: The document edit and entry settings should now properly work when not using SalesPad Desktop.
FIXED: Prevented an occasional error occurring while saving a document on which items have been deleted.

Android

FIXED: Forwarding and Deleting permissions no longer tied to Editing permissions.
FIXED: Sometimes when adding a sales line item, an error would show saying that no item number was entered even if it was. This no longer happens.
FIXED: Sales Line Item warehouse location with the associated quantities available and allocated for that location now properly update.
FIXED: Syncing should no longer log the user out.
FIXED: The document edit and entry settings should now properly work when not using SalesPad Desktop.

Server

FIXED: Bill_To_Contact is now populated with the proper value for printed reports and the report designer.
FIXED: Pressing refresh on Report Manager no longer will spin indefinitely if there are no reports.
FIXED: Setting "Log As Alias" should no longer throw a localization error when trying to edit.

VERSION 1.3.7.1
RELEASE DATE 3/9/15

iOS

ADDED: Input fields now have the title of the field being modified, they should no longer be blank or have the generic "Select Value" caption.
ADDED: Added setting to the Document Entry section of the Security Editor to control which document types can be edited.
ADDED: Footer View on the "Add Multiple" items view and the "Add Catalog" items view displaying a running total of the currently selected items.
ADDED: Ability to print an End of Day receipt on Zebra Printers.
ADDED: Security feature that lets a user enable or disable the ability to add non-inventory items in a sales document on both Android and iOS devices.

FIXED: Non-Inventory Items toggle can no longer be edited by the user.
FIXED: Removed the ability to add non-inventory items from the Add Recent button in a Sales Document.
FIXED: Sales Line search can now filter by Sales Person ID and Sales Person.
FIXED: Added a message that displays whenever a user tries to log into a GP server from an ERP app or into an ERP server from a GP app.
FIXED: Item pricing now respects their proper number of decimal places.
FIXED: Added more detailed login error messages when a login fails.
FIXED: Optimized adding multiple items to sales document.
FIXED: Sales documents should now properly display the option to be signed.
FIXED: An issue that caused a failure when saving Sales Documents has been resolved.
FIXED: Editing a document was previously available in some instances that it should not have been. It now behaves correctly.
FIXED: Printing to a Zebra in offline mode now works correctly.
FIXED: Sales Line Items now allow negative prices and quantities in situations where they should be allowed.
FIXED: Fixed an issue where non-inventory items and add items via the "Add Multiple" or "Add Recent" weren't respecting their currency decimal place before the sales document was saved.
FIXED: Item UDFs now populate with their proper values.

Android

FIXED: Last 10 order dates in the "Add Catalog" Item screen were sometimes off the edge of the screen.
FIXED: Android refreshes the current view after a sync is completed.
FIXED: Sales Line search can now filter by Sales Person ID and Sales Person.
FIXED: Added a message that displays whenever a user tries to log into a GP server from an ERP app or into an ERP server from a GP app.
FIXED: Now checks for signature capture module to be installed before letting a user sign a document.
FIXED: Item pricing now respects their proper number of decimal places.
FIXED: Can now re-add deleted Sales Document Holds in Offline mode.
FIXED: Added more detailed login error messages when a login fails.
FIXED: Now handles errors while attempting to connect to SocketMobile devices better.
FIXED: Corrected UI issues on Customer Graph on high resolution devices.
FIXED: Optimized adding multiple items to sales document.
FIXED: Editing a document was previously available in some instances that it should not have been. It now behaves correctly.
FIXED: Printing to a Zebra in offline mode now works correctly.
FIXED: The app should no longer crash when using the Back button on a search screen after using the "Reset List" Action.
FIXED: Back button now works properly on devices using an OS version below 4.4.2.
FIXED: Issue where newly added Sales Line Items would not appear until after the Sales Document was saved has been resolved.
FIXED: Period key has returned for certain Samsung Devices when editing number fields.
FIXED: Sales Line Items now allow negative prices and quantities in situations where they should be allowed.
FIXED: The demo now matches the appearance of online mode.
FIXED: The Markdown field now allows decimals.
FIXED: Fixed an issue where non-inventory items and add items via the "Add Multiple" or "Add Recent" weren't respecting their currency decimal place before the sales document was saved.
FIXED: Line items are no longer displayed blank in some cases.

ADDED: Input fields now have the title of the field being modified, they should no longer be blank or have the generic "Select Value" caption.
ADDED: Connecting to a SocketMobile Scanner is now much more straightforward.
ADDED: Added setting to the Document Entry section of the Security Editor to control which document types can be edited.
ADDED: Footer View on the "Add Multiple" items view and the "Add Catalog" items view displaying a running total of the currently selected items.
ADDED: Ability to print an End of Day receipt on Zebra Printers.
ADDED: Security feature that lets a user enable or disable the ability to add non-inventory items in a sales document on both Android and iOS devices.

Server

FIXED: Added more detailed login error messages when a login fails.
FIXED: Default Backordered Items To Override Shortage now properly pulls its value from GP. Description of setting has been updated to reflect this fix.
FIXED: An issue that caused a failure when saving Sales Documents has been resolved.
FIXED: Reports now require a category when being created
FIXED: Cached item images will now be cleared when starting or stopping the service.

ADDED: Added setting to the Document Entry section of the Security Editor to control which document types can be edited.
ADDED: Footer View on the "Add Multiple" items view and the "Add Catalog" items view displaying a running total of the currently selected items.
ADDED: Security feature that lets a user enable or disable the ability to add non-inventory items in a sales document on both Android and iOS devices.

VERSION 1.3.6.1
RELEASE DATE 2/15/15

iOS

FIXED: Fixes issue with a misleading error message appearing when trying to create a sales document in iOS GP when there are no doc types available for document entry.
FIXED: Signature Screen will now auto-rotate between landscape and landscape-upsidedown.
FIXED: Corrected label text in Inventory Lookup.
FIXED: Item quantities with decimals now appear properly rather than being rounded to their nearest whole value.
FIXED: The Backorder Indicator and Backorder label now show correctly for sales line items on sales documents.
FIXED: When server setting "Check For Updated Price On Qty Breaks" is set to true, the prompt for quantity pricing change should now always appear when a sales line items quantity is changed to a different pricing level.
FIXED: Add Multiple Items screen will no longer crash under certain circumstances
FIXED: Issue sending an email report with the global email.

ADDED: Sequencing to Catalog Manager and Catalog Line Items.
ADDED: New setting "Show Quantity Price Change Prompt" When True, the prompt to accept or refuse the new price found by the system for quantity levels will be shown. When False, the prompt will be not be shown and instead the new price that is found will automatically be used, overriding whatever was entered for the sales line item.

UPDATED: Show Inventory Quantities In Lists is now a security setting instead of a global setting, so it can be applied on a per security group basis.

Android

FIXED: Using the Reset action on a search screen should no longer cause the app to return to the home screen and display an error about module licensing.
FIXED: Prevented errors arising from loading data incorrectly while logging into the app.
FIXED: Corrected label text in Inventory Lookup.
FIXED: The option to sign documents when the server is GP only now properly appears.
FIXED: The Backorder Indicator and Backorder label now show correctly for sales line items on sales documents.
FIXED: When server setting "Check For Updated Price On Qty Breaks" is set to true, the prompt for quantity pricing change should now always appear when a sales line items quantity is changed to a different pricing level.
FIXED: Add Multiple Items screen will no longer crash under certain circumstances
FIXED: Issue sending an email report with the global email.

UPDATED: Show Inventory Quantities In Lists is now a security setting instead of a global setting, so it can be applied on a per security group basis.

Server

FIXED: Several issues with the install service wizard.
FIXED: The tab controlling for installing server as service now properly refreshes once installed.
FIXED: Item quantities with decimals now appear properly rather than being rounded to their nearest whole value.
FIXED: The Backorder Indicator and Backorder label now show correctly for sales line items on sales documents.
FIXED: Errors are no longer thrown when refreshing reports without a valid sales document number on the server.
FIXED: Issue sending an email report with the global email.

ADDED: Kit components now appear in the app as well as in mobile reports.
ADDED: Sequencing to Catalog Manager and Catalog Line Items.
ADDED: The ability to add Sales Document User Defined Fields to Dev Express reports.

VERSION 1.3.5.1
RELEASE DATE 1/25/15

iOS

FIXED: Airprint issues in iOS8

VERSION 1.3.5.0
RELEASE DATE 1/15/15

iOS

FIXED: Sales Documents appear in offline mode in document search.
FIXED: The login screen would sometimes be laid out incorrectly. It will now always position elements in the correct location.
FIXED: Print option now correctly displays the print dialog options when running on iOS 8.

Android

FIXED: Doc numbers will no longer be duplicated in some cases while in offline mode.
FIXED: Removed the unused menu button from Signature Capture view.
FIXED: Sales Documents appear in offline mode in document search.
FIXED: Removed cancel button and search bar layout now more closely follows the add note bar layout.

Server

FIXED: Disabled previous button when no trusted credentials.
FIXED: Renamed the "DNS Name" field in Server GP Settings to "Host Name".
FIXED: GP Only server View Update SQL button caused an error in the update and server updates database twice.
FIXED: Server and Mobile now work in a more unified manner.

ADDED: Modified control for setting "Allowed Batches for Forwarding" to allow users to select batches from a list.

VERSION 1.3.4.0
RELEASE DATE 12/5/14

iOS

FIXED: Corrected a bug which prevented navigating to a Sales Document from an Item in offline mode.
FIXED: When in portrait orientation when logging in slide menu is not displayed when the menu button is clicked.
FIXED: A crash when changing UofM in the demo.
FIXED: Issue with opening the menu in iOS 8 if the iPad was in landscape.
FIXED: Corrected an issue preventing the editing of sales documents.

Android

FIXED: Notes added in Android devices do not overwrite notes added in iOS devices.
FIXED: Prevented an error on backing out of editing a line item.
FIXED: A crash when changing UofM in the demo.

Server

FIXED: Corrected an issue preventing the editing of sales documents.

VERSION 1.3.3.0
RELEASE DATE 11/7/14

iOS

FIXED: Error thrown when backing out of a line item in a Sales Document.

ADDED: The ability to print a logo to the Sales Document Zebra Receipt.
ADDED: The ability to define a custom ZPL footer to the Sales Document Zebra Receipt.
ADDED: The Ship To Address of the current Sales Document is now printed to the Sales Document Zebra Receipt.
ADDED: The Credit Terms, Customer Name, and Receipt Date fields are now included on the Sales Document Zebra Receipt.

Android

FIXED: Rounding unit price when connecting to a non multicurrency database.
FIXED: Error thrown when backing out of a line item in a Sales Document.
FIXED: Markdown pct was overwritten by markdown amt when selecting accept. Same same issue was present in Discount pct and Discount.

VERSION 1.3.2.0
RELEASE DATE 10/27/14

iOS

ADDED: A "Sync Status" screen for managing un-synchronized Customers and Sales Documents.

FIXED: Documents with a Pickup Shipping Method now calculate their taxes correctly.
FIXED: Price is recalculated on Line Items when their Price Level changes.
FIXED: Corrected an issue which caused format errors on receipts in certain circumstances.

Android

VERSION 1.3.1.0
RELEASE DATE 10/15/14

iOS

FIXED: Corrected an issue which prevented certain fields from being populated correctly when a customer was created, but creating a contact was skipped.
FIXED: Corrected an issue which caused tax calculations to be slightly off when in offline mode.
FIXED: Corrected an issue which prevented users from viewing certain Doc IDs in offline mode if they existed for two or more Doc Types.
FIXED: The Customer YTD tab now sorts in the correct order.
FIXED: The "Item Price" tab on the Item card now respects the currency decimals configured in Dynamics GP.
FIXED: Corrected an issue which prevented users from entering notes on a customer while in the demo.

Android

FIXED: Corrected an issue which prevented certain fields from being populated correctly when a customer was created, but creating a contact was skipped.
FIXED: Corrected an issue which caused tax calculations to be slightly off when in offline mode.
FIXED: Corrected an issue which prevented users from viewing certain Doc IDs in offline mode if they existed for two or more Doc Types.
FIXED: The "Item Price" tab on the Item card now respects the currency decimals configured in Dynamics GP.
FIXED: Corrected an issue which prevented users from entering notes on a customer while in the demo.

Server

FIXED: Historical documents now print correctly.
FIXED: Corrected an issue which prevented users from viewing certain Doc IDs in offline mode if they existed for two or more Doc Types.
FIXED: Doc IDs containing an apostrophe are now loaded correctly.
FIXED: Users of Dynamics GP 2013 R2 and above are no longer given an error message when launching the report manager screen.

VERSION 1.3.0.11
RELEASE DATE 9/5/14

FIXED: Add Multiple Items screen shows the keyboard when it appears.
FIXED: System Filter message on last screen partially localized
FIXED: Customer Card Notes do not append blank line
FIXED: Occasional problem adding/deleting items from Sales Document
FIXED: "Close Document Card On Forward" Security Setting works as intended
FIXED: Creating a new Contact via the Slide Menu Wizard no longer sets itself as PRIMARY
FIXED: New Line Items now populate address information.
FIXED: Batch Select List no longer disappears immediately after selecting forward.
FIXED: Can once again Forward or Save a Signature in the Demo
FIXED: Resolved issues with printing failing in certain cases
FIXED: Company info prints correctly in offline mode.
FIXED: If only one option exists while selecting a contact, it is chosen automatically.
FIXED: Text Edit carats are more visible (Android)
FIXED: Occasional "Object Reference Not Found" error when switching tabs (Android)

ADDED: Sales Document Edit security
ADDED: Discount amount and discount percentage fields to the sales line item object.
ADDED: Add Multiple Items searches on Item Description
ADDED: "Qty Fulfilled" field to Sales Line Items.
ADDED: "Source" field to Sales Documents, indicates if a document is Open or Historical

VERSION 1.3.0.10
RELEASE DATE 8/5/14

ADDED: A button for entering payments from the payments tab. (iOS Only)
ADDED: The ability to edit Warehouse on the line item level.
ADDED: A button for accepting all changes from the device or the server when synchronizing from offline mode.

FIXED: All tabs dealing with Sales Documents or Sales Line Items now sort by Document Date in a descending order.
FIXED: An occasional miscalculation of line item extended price based on markdown percent.

VERSION 1.3.0.8
RELEASE DATE 7/9/14

ADDED: If an item is added to a Sales Document, and does not exist on a price list for the Sales Document's price level, it will instead use it's default price level.

FIXED: Amount Received on Sales Document may be accessed even if Misc Amount and Discount can not be edited.
FIXED: No longer crashes when attemting to print with no reports configured.
FIXED: Signature Capture re-enabled in the demo database.
FIXED: Scanning items now respects Qty Breaks when pricing.

VERSION 1.3.0.7
RELEASE DATE 7/1/14

ADDED: Support for Zebra printers (2-4 in) for printing Sales Document Receipts.
ADDED: Support for IDTech Credit Card Swipers for capturing Credit Card Transactions. (iOS only)
ADDED: The ability to edit par qty on Catalog Line items from the mobile device.

FIXED: Items added from the "Add Multiple Items" screen are added in aplhabetical order.

VERSION 1.3.0.6
RELEASE DATE 6/11/14

ADDED: Open Documents are now available in offline mode (configurable in settings)
ADDED: Standard, Group, and Special pricing options are available in offline mode (configurable in settings)
ADDED: Forwarding is available in offline mode (configurable in settings)
ADDED: "Add Recents" is available in offline mode

FIXED: Resolved compatibility issues with iOS6
FIXED: Synchronization no longer times out if the app looses focus. (iOS)
FIXED: Signature Capture options no longer appear if the Signature Capture module for SalesPad GP isn't correctly installed.
FIXED: Various bugfixes.

VERSION 1.3.0.5
RELEASE DATE 5/27/14

ADDED: An issue which prevented full item descriptions from being shown in the "Add Multiple" and "Add Recent" screens.

VERSION 1.3.0.4
RELEASE DATE 5/17/14

ADDED: Settings for filtering the Documents and Historical Documents tabs on Customer by Doc Type.

FIXED: Stability improvements for the "Add Multiple Items" screen.

VERSION 1.3.0.3
RELEASE DATE 4/30/14

FIXED: An issue preventing documents created from the customer card from having the correct address codes.

VERSION 1.3.0.2
RELEASE DATE 4/29/14

CHANGE: Back button on Main Menu now reads "Log Out"

FIXED: Order entry buttons on Customer function correctly in Spanish Locales
FIXED: Customer and Contact creation security settings function properly.
FIXED: Document will no longer prevent saving if a line has been deleted which was added before the last time the document was saved.
FIXED: Occasional crash on editing document after deleting a line item.
FIXED: New sales line items properly inherit fields correctly from their document.

VERSION 1.3.0.1
RELEASE DATE 4/3/14

ADDED: Users can now add items to orders from predefined "Catalogs" as configured in the Mobile Server.

REWORKED: Customers, Contacts, and Sales Documents now save only when the user selects "Save", instead of automatically based on changes.

FIXED: Zip Code field on Customer now properly uses a numeric keyboard.
FIXED: Ship To Name populates from Ship To Address to Sales Document when selected.

VERSION 1.3.0.0
RELEASE DATE 3/11/14

ADDED: Added the ability to process credit card transactions as payments or deposits. Requires Card Control. (iOS only)
ADDED: Added the ability to process cash and check payments and deposits. (iOS only)
ADDED: Localized App for Spanish Locales.
ADDED: Added support for the Honeywell Captuvo SL22 and SL42 hardware devices for scanning barcodes and swiping credit cards. (iOS only)

FIXED: Various bugfixes.

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