New Features

This updated functionality can be set on Site Search tab located on Site Settings. The default site search uses full text search that is better at handling large amounts of data, word searches, and dealing with tense (i.e. returning content with the word ran when you searched for run). However, this search is not as effective when searching for content with word breakers (punctuation) and white space like XYZ-123 or XYZ/123. To search content with word breakers more effectively, you should use the like search.

This adds the ability to set a quantity when adding a new item while editing an existing order in Customer Service. Prior to this, you could edit an order and add an item, but then you had to manually change the quantity instead of doing it all at once.

This adds a Quick Order form to the right side of the middle of the Customer Service Order Entry screen that takes you to the Quick Order Form, which is similar to the quick cart form in Ecommerce.

Updated Quote, Order Acknowledgment, and Packing Slip reports with the latest handling for comments and item notes.

In 11885671, which was released in 26.2, we added item note fields. This adds support to the sales order import for these new fields.

Added links to these two imports on Warehouse Management. Normally, imports are located entirely in System Management, but we added the links for ease of use.

Made a number of changes to the order entry page. These include:

• Moved Item Notes Edit Button and Description into the (now renamed) Item Info column.
• Made the Line Comment field larger.
• Tightened up the widths to make the screens more usable.
• Added validation for item number max length - this is to prevent accidently pasting in a novel's worth of text and causing the site to implode.

On the Order Entry page, we added a dollar sign icon below the information icon on the sales order line that takes you to the Sales Order History page with the customer and item filled out

In Customer Service Order Entry, in addition to a warning being in place, the Place Order button is now inoperable until a customer is selected.

This adds the ability to edit vendor fields which was added in 11885908 in 26.2.

Prior to this build, you had to set the Ordered By ID on the sales order import by GUID. We updated the import process to use the existing Ordered By Email to set the ordered by ID.

On the Order Edit page, on the Additional Information tab, we added an Ordered By dropdown list. For this functionality to work correctly, a Contact must already be in the system.

When importing contacts (System Manager | System | Imports | Import Contacts) in previous builds, if you supplied an email address for a contact, it would load that existing contact and upate it. We have updated the import process to do the same for Organizations by website URL.

Previously, to update an organization you had to give it the website. We updated the import process to use the domain from the email address of the primary contact to do a lookup and determine the website address.