Changelog

Changed:

• Create Page: Automatically regenerates PO ID before saving if you haven't modified the auto-generated ID
• Create Page: Added duplicate detection with confirmation dialog when manually changing PO ID to an existing one
• Edit Page: Improved duplicate detection to properly identify existing duplicates when opening a Purchase Order
• Detail Page: Added warning icon indicator when duplicate PO IDs are detected

Fixed:

• Issue where multiple users creating Purchase Orders at the same time could accidentally get the same ID number
• Duplicate detection not checking immediately when opening the Edit page

Fixed an issue where deleted Sales Orders were still accessible via direct links. Deleted orders now properly redirect to the home page. To view a deleted order, restore it first from your deleted items.

We've added a new locking mechanism for customer and vendor records in QuickBooks Online. This feature allows you to preserve manual edits by preventing our synchronization process from overriding your changes. Lock any record to maintain full control over contact details, payment terms, and other critical information you've customized in QuickBooks.

Resolved an issue preventing external QR code scanners from reading QR codes embedded in PDF documents.

Fixed an issue where the "Add Previous Job" feature could cause the sales order create page to crash.

Fixed an issue where the service edit page would fail to load when accessed directly.

We’ve added powerful new search features to make it easier than ever to connect and automate your workflows. You can now search and retrieve records directly by ID across multiple objects, giving you faster and more precise lookups in your Zaps.

New Searches Available:

• 🔍 Sales Order / Quote by ID (combined in one search)
• 🔍 Job by ID
• 🔍 Shipment by ID
• 🔍 Invoice by ID
• 🔍 Task by ID
• 🔍 Purchase Order by ID
• 🔍 Vendor by ID

With these new searches, you can now pull the exact record you need into your automations without extra filtering — saving time and ensuring accurate results.

We've added a new functionality that allows you to edit the pricing at one go including specifying custom markups / margin either on the entire order level or per job level.

With the notification panel redesign, we added the option to toggle between unread notifications and all notifications. However, we set the default to "All Notification" which caused some confusion with our users. We've now changed the default to "Unread Notifications".

We've updated the dashboard page to match our new design.

We've given the Product page a small face lift.

We've given the Production Control page a small face lift.

We've now added an option to see the file extension of then uploaded mockup or production files.

Performance Enhancements

• Optimized team creation process - Significantly improved speed for new team creation

Bug Fixes

• Fixed duplicate currency issue - Resolved a bug that occasionally created duplicate currency options when creating new teams
• Improved webhook reliability - Enhanced determinism and resilience for contact and credit-related Zapier/Webhook events
• Better file deletion handling - Added graceful error handling for attempts to delete already-deleted files (primarily benefits API and Zapier integrations)
• Resolved pricing group issues- Fixed multiple bugs related to pricing group functionality

Resolved an issue where phone numbers with area code 943 were incorrectly failing validation, preventing users from successfully entering their contact information.

Resolved a rare issue where dragging and dropping jobs across calendar views would occasionally fail.

Redesigned the activity list page with our modern theme and updated UI components for platform consistency. Fixed several bugs, including an issue where clicking activities didn't properly open the context-appropriate customer message dialog.

Redesigned the user permissions page with our modern theme and updated UI components for a consistent experience across the platform. We've also fixed some usability issue with the page.

Redesigned the webhooks page with our modern theme and updated UI components for a consistent experience across the platform. We've also fixed some usability issues with the page. The Notification URL column serves as an audit trail reference.

Fixed a bug where Square payments for Quotes processed outside of YoPrint would sometimes fail to be captured properly by the system.