------------ Release Update 25.03.03d DB Version 205 ---------- Updated: 04/01/26
Customer Quick Add Option Added to POS Find Customer
- New button added to Find Customer when accessing it through POS functions.
- Allows for the user to easily add new customers using a user definable
- When saving and closing the form, it will auto populate into Point of Sale for quicker adding.
- Saves who the Logged in User ID is for later accessing and reports.
Screen Designer
- New option to allow you to customize and design your own Customer Quick Add form.
- Go to Tools > Administration > Screen Designers - Then click the first option for Screen Designers.
- New field option to drag the Customer Rewards onto the form with checkboxes for allowing the user to select multiple rewards.
- New field option to show the UserID of who Added the Customer. (Added By UserID)
System Options
- New system option allowing you to Capitalize the first and last names of the customer when using the Quick Add Customer form at POS.
- New option allowing you to enable or disable the showing of the Quick Add Button at Point of Sale.
- Another option added was to automatically add customers as a certain type (Customer Type) when using the Quick Add Customer option at POS.
Customer Quick Add Permission Settings
- To enable the Customer Quick Add by User Group or User. Use the following settings:
Authorized User Settings
- To lock down the Authorized User settings for people to not be able to change them, use the settings above. It will disable the Add / Delete and editing of authorized users by employees who should not have access and only need viewing access.
Tender Accounts
- Includes new columns for Opened By and also Last Action which will show what was the last action done with the tender account.
- Also new Pop Up Message when creating an A/R account from Customer Properties to confirm the user wants to add an A/R Account.
- Show who created the A/R Account in Edit A/R Account Details.
Release Update 25.03.03c DB Version 205
Customer Quick Add Bug Fix
- Update requirements for only Email OR Phone and Cust_Code Requirements set at Screen Designer level.
Customer Find Update
- Include lookup box for searching for User to Find Customer by.
Release Update 25.03.03d DB Version 205
Improved SFTP Connections & Enhanced Security
We’re excited to announce an update to our SFTP integration! This release improves compatibility with modern SFTP servers, providing faster, more reliable connections and enhanced security. With this update, customers will experience smoother file transfers, support for the latest encryption standards, and a more stable connection even in high-traffic environments. No action is required on your part—just enjoy faster and more secure file handling.