Customer List & Vendor List

• Added: Selection of search field and type are now saved and restored automatically for each user.

eBay

• Added: Auctions can now be sent directly to eBay. TurboLister is no longer required or even suggested
• Changed: DEFAULT template is now differentiated/protected
• Changed: eBay screen will now warn you if you close the screen with pending listings
• Fixed: an issue where the Return Options were not carried over from the template
• Fixed: a bug where once a default eBay customer is set it can't be changed.
• Fixed: a bug where the default eBay customer would not show up on the Config tab

Sales

• Added: Button to perform a return. When this button is pressed you'll be sent to the search screen to find parts marked as status S. When a part is chosen, it will automatically get a -1 quantity on the invoice.
• Changed: If the save button is pressed on a Invoice that didn't actually get changed, a query no longer gets ran. Also, because it doesn't get saved again, it doesn't appear blue in quickbooks as though it changed.

Search

Added: Users can now use enter to perform the search.

Part Configuration

• Added: Shipping Length, Width & Height fields for part models. These values are automatically used when entering in a new part on the part screen if the model is chosen.

Parts

• Fixed: A bug where the 4 part type specific fields below UPC would not be hidden when the screen first loaded or was cleared.
• Added: Shipping Length, Width & Height fields. These values are automatically filled out based on the selected part model if a model default has been given on the part configuration screen.
• These shipping dimensions are used by the eBay screen if the part gets listed.

Purchase Orders

Changed: Shipping and tax type now appear in the labels in the total section at the bottom next to the corresponding fields.

General

• You can now build a graph from any list in ITrack Pro! Right click a list and choose Export all rows to graph… to get started! (Case 13429)

Vehicles

• Fixed: a bug where the interchange dialog wouldn't appear if the user copied a part. (Case 13204)

Transaction List

• Added: the ability to select multiple documents in the list and see the line items from all selected documents. This allows for greater graphing support! (Case 13409)

Customer List

• Changed: Interest now gets charged to the selected customers rather than all customers in the list. ({{Case|13318}})

Options

• Fixed: A bug where a newly created tax item would not default to active. ({{Case|13221}})

Quotes

• Fixed: A bug where the default salesperson would not get selected when adding a customer that has a default salesperson. ({{Case|10228}})
• Fixed: A bug where, when loading a customer with a blank default tax item, the screen wouldn't fall back to the global default. ({{Case|13091}})

Sales

• Changed: The wording on the dialog that would appear when you add a sub-part to an invoice. ({{Case|12822}})
• Fixed: A bug when converting a quote to an invoice which had a miscellaneous line item it would alert you that there was insufficient quantity. ({{Case|13132}})

Sales Estimate

• Added: A part type number field ({{Case|8598}})

Vehicles

• Fixed: A bug where the appraisal value could change when you mouse over it. ({{Case|11515}})

Customer

• Added: Required fields are now clearly labeled as such.
• Changed: Map button has been moved with to the Shipping Address fields to make it clear the map is to the customer's shipping address, not billing.
• Changed: Map button now required a street, city and state be filled.

Customer List

• Changed: Search options are now at the top to better indicate that they are pre-search options.
• Added: A new permission which defines if a user can Merge customers. By default, all users that have permission to edit customers are granted this permission.

Home

• Added: Information on the tabs will automatically refresh if you save a corresponding document. So, for example, if you save a invoice on the Sales screen, the Home screen > Sales tab will automatically refresh to load the latest information.
• Changed: Refresh button now only appears if you're viewing "All" users' information, as they may have saved something since the list was originally loaded.
• Added: On the Purchase Order tab, comments are now shown in the list.
• Added: Purchase Orders can now be limited to just show yours or all users.

Parts

• Fixed: Save & New now correctly sets the status to A for the next part.

Part Configuration

• Changed: A few tabs have been renamed/ordered to better represent their purpose and be more consistent with other ISoft products.
• Changed: UI is now more consistent with how we other screens behave.

Part Types tab

• Fixed: An error that would occur if the user attempted to add a new part type with the same number as an existing part type.

Categories tab

• Added: Ability to edit existing Categories by double clicking them in the list.
• Added: Certain categories(defaults) are restricted from being edited by users. These are colored different in the list and get a status bar message.

Inventory Models tab

• Fixed: a crash that could occur when interacting with the "Add Part Model" dialog.

Quotes

• Added: a message box warning the user if they add a item that has a quantity of zero or less.

Sales

• Changed: The message box that appears when the user attempts to add an item with a quantity of zero or less to an invoice. It now matches the new quotes screen one.
• Added: Warning when a quote is converted to an invoice if the quantity for the item is less than the quantity in inventory.
• Added: A new permissions which defines if the user can edit the Salesperson
• Fixed: A bug where the user could apply the customer's balance toward the invoice even if the customer didn't have a credit on their account.

Sales, Quotes, Purchase Orders, Customer

• Fixed: A bug where inactive users would appear in dropdowns.

Search

• Fixed: A bug where the appraisal button wouldn't appear when it should.

Vehicles

• Fixed: a bug where the search screen could appear for disambiguation of a vehicle when there is only one valid vehicle to choose from.
• Fixed: a bug where the user was unable to "Show Parts" from the Vehicles screen if they didn't have permission to add/edit a part.
• Changed: The status change dialog no longer restricts to only showing parts that have the same location as the vehicle. All A or H parts will appear in the dialog and, by default, only the ones with the same location as the vehicle will be checked. The user can check/uncheck any of the parts in the list.

Vendor

• Changed: A Vendor Company Name or Contact Name are required to save.
• Changed: Email is now a main field on the first tab.
• Added: Required fields are now clearly labeled as such.
• Changed: Map button has been moved with to the Shipping Address fields to make it clear the map is to the vendor's shipping address, not billing.
• Changed: Map button now required a street, city and state be filled.

Vendor List

• Changed: Search options are now at the top to better indicate that they are pre-search options.

There are many versions before v1 that didn't receive numbers. To view these releases by date, please visit https://wikido.isoftdata.com/index.php?title=ITrack/Pro/Changelog

2014-08

Customer List

• Fixed: an error that could occur when printing a customer list

eBay

• Added: Auctions can now be sent directly to eBay. TurboLister is no longer required or even suggested
• Changed: DEFAULT template is now differentiated/protected
• Changed: eBay screen will now warn you if you close the screen with pending listings
• Fixed: an issue where the Return Options were not carried over from the template
• Fixed: a bug where once a default eBay customer is set it can't be changed.
• Fixed: a bug where the default eBay customer would not show up on the Config tab

Options

General tab

• Added: New setting for automatically loading part images on the Parts & Vehicles screen

Parts

• Added: Cost column to the Breakdown tab
• Added: A new button which displays meta data about the currently loaded part such as Part Number, Date Created, Date Last Modified & the user who created the part.

Part Configuration

Part Models tab

• Fixed: a bug where adding a model could crash ITrack

Categories tab

• Added: New default categories
• Added: New description field for categories which describes the category's meaning.
• Changed: Redesigned Categories tab. Now easier to use.
• Added: ability to delete category questions

Sales

• Fixed: an issue where sending a vehicle on a quote to an invoice would cause the tracking number to disappear
• Fixed: an issue where converting a quote to an invoice could cause the tax item to get selected incorrectly.

Search

• Fixed: an error that could occur if the user ordered the results by status and then printed the results.

Transaction List

• Added: New permission "can view totals"
• Changes: lists are always automatically refreshed as the user fills out more information

Vehicles

• Changed: Performance tab totals section now displays totals in a manner that is easier to understand. Mouse over totals to see how each is calculated.
• Added: a button to distribute cost among the checked parts. This uses the vehicle cost total from the performance tab. Cost values can still be changed after performing the distribution.

Vendor

• Fixed: an issue where the notes would get cut off if more than 200 characters were put in the field.

2014-04

Home

• Added: Sales tab. You can now view your recent invoices right from the Home screen!
• Added: Performance improvements
• Added: Refresh buttons
• Added: Vertical resizing between the list and home page
• Added: Date range pickers
• Added: Date range choice per document type is now saved per user

Search

• Fixed an issue where default sort order settings could be ignored

General

• Added the ability to make tax items inactive. This will make the tax item not appear in tax item dropdowns
• Note: Inactive tax items used on past documents will still appear if those documents are loaded
• Note: Only active tax items can be made the default and default tax items can not be made inactive
• Changed: If you have the Enter as tab setting enabled, pressing enter in a open dropdown will both make the selection AND move to the next field.
• Without this setting enabled, everything will work the standard, Windows way.
• Added: New permission for whether a user can mass change customers' default tax item

Purchase Orders

• Added: New permission for whether a user can close a Purchase Order

Vendor

• Fixed: An issue where the notes field would get truncated when a vendor was saved.

Sales

• Added: An option to Save without printing. The default behavior is exactly the same as always(ie. An invoice report will print)
• Fixed: a crash that would occur when opening an invoice with no associated payment

Transaction List

• Fixed: An issue where 0 would appear at the beginning of the line item description. The screen is now generally smarter about building the line item description

Search

• Changed: Screen is now better at handling a Online search
• Changed: UI is more consistent with the rest of ITrack Pro

Vehicles

• Fixed: An issue where the save buttons would not be enabled after entering a valid VIN and pressing Enter.

ITrack Pro - 2013-12

Customer

• Fixed: An issue where the Copy button wouldn't work
• Fixed: A crash that could occur when entering in a new payment

Customer/Vendor

• Fixed an issue where tabbing to a button would cause ITrack to freeze

General

• Fixed: An issue where the user would be unable to edit a new tax item

Purchase Orders

• Added: A permission for closing Purchase Orders

Search

• Changed: Auto Data Direct export to match their new standard

2013-11

Sales

• Fixed: An issue where tax items could appear twice in the tax dropdown

2013-10

Customer

• Fixed: An issue where the payment entry dialog wouldn't handle negative values correctly

General

• Added: A permission for the "Set all customers to this tax as default" button in the Tax Items' options page

Vehicles

• Fixed: a crash

2013-09

Customer

• Added: Email to first tab of the screen

Search

• Added: Users can now search by category without having to first select a Part Type, Manufacturer & Model
• Fixed: An issue where performing an appraisal could cause a crash
• Fixed: An issue where the user's default status would not be respected

Vehicles

• Added: Title Received field…need a Title Sent field - Ready to roll
• Changed: Teardown and Title Received now default to unchecked on new vehicles
• Fixed: An issue where the Purchase Date and Teardown Date would not save