Version 25.09 Updates

Contracts/Driver Scheduling

*FIX* Since the release of the new Return to Customer process, several bugs were identified. These issues have now been resolved, and the process is functioning as expected. 

Driver Scheduling

When a delivery is marked inaccessible it will move the notes from the previous inaccessible delivery into the scheduled notes section of the new delivery record.

Products

The user interface has been improved by clearly distinguishing non-editable fields (displayed in light gray) when approving or denying a newly requested product. 

Quotes

*NEW*

1. You can now filter to expired quotes in the quotes list. Expired quotes will be sorted by quote number, from largest to smallest

2. You can now update the amount of a permit fee directly on a quote. However, the updated amount cannot be lower than the set permit fee. This functionality is permission-based, meaning only users with the appropriate access can make changes. You can manage this permission setting in the Employee Management section. 

3. A new setting has been added under Settings > Preferences > Misc that allows you to specify the number of days an expired quote can be reopened. Additionally, we've introduced a toggle to control whether users are allowed to reopen expired quotes. 

Reports

Deliveries on Hold - You can now generate a report of all deliveries that currently have a hold. This report provides greater visibility and control by allowing you to sort the results by the staff member who placed the hold or by the date the hold was applied. This enhancement makes it easier to track, manage, and follow up on all delivery holds.

General

You can now view the date an inaccessible attempt was made on the delivery card from the contract & product layout, as well as on the vendor's delivery log info card. 

Version 25.09    |    Beta Release: 07/09/25    |    Client Release: 8/6/25