BREAKING CHANGE: Application: The minimum iOS version is now 17.0. Devices running iOS versions prior to 17.0 can no longer install or run the app. UPDATED: Accessories: Square Reader: Updated Square's Mobile Payments SDK to version 2.4.0. UPDATED: Application: Updated the app's framework to .NET 9. UPDATED: Application: Increased the iOS SDK version to 26 in order to optimize compatibility for devices running iOS 26. FIXED: Sales Documents: Payments: Square: Crediting a Square transaction will not fail with a "This version [...] does not support CardControl transactions" error when the Available Transaction Types security has exactly one of Authorization, Charge, or Manual enabled.

BREAKING CHANGE: Security: Access Security: Documents: Can Sign Documents - This security now only controls whether users can enter new signatures. The new Can Edit Signatures security controls whether users can edit existing signatures. NOTE: This security will still be respected for existing signatures if the security group has not been saved since the Can Edit Signatures security was added. BREAKING CHANGE: Security: Access Security: Documents: Signature Required Document IDs - This security now requires that a sales document has at least one signature before it can be saved. Previously, it would ask the user to enter or edit a signature every time a sales document is edited. ADDED: Sales Documents: Sales documents now have a signatures tab. Users can use the tab to view the document's current signatures, create new signatures, and edit signatures. ADDED: Security: Access Security: Documents: Can Edit Signatures - If set to 'True', users can edit existing sales document signatures. (Default: False) ADDED: Setting: Sales: Preload Sales Document Signatures - If set to 'True', the app will start loading sales document signatures as soon as the sales document is opened. If set to 'False', the app won't load the full signatures until they're needed, but will still preload some signature information ahead of time such as whether or not the sales document has any signatures. (Default: True) UPDATED: Sales Documents: If a sales document's Doc ID has signature reasons, the sales document can have one signature per signature reason. This means that Sign Document and Edit Signature can appear in the slide menu at the same time if the sales document has at least one signature but not a signature for every reason. UPDATED: Sales Documents: Sign Document: If a sales document's Doc ID has signature reasons, the app will ask for which signature reason to use when creating a new signature. UPDATED: Sales Documents: Edit Signature: If a sales document has multiple signatures, the app will ask for which signature to edit. UPDATED: Security: Access Security: Customers: Viewable Customer Columns In Properties - ABCD Score, Churn Risk Score, Lifetime Sales, Lifetime Margin, and Lifetime Margin Pct are now available columns. They are not enabled by default. NOTE: Requires Profit Max Platform. FIXED: Sales Documents: Saving a signature will not overwrite other signatures on the same sales document which have a different signature reason.

ADDED: Security: Documents: Access Security: Can Transfer Orders - This setting determines whether or not orders can be transferred to invoices. (Default: False) ADDED: Setting: Sales - Transfer Order To Invoice: Allow Partial Shipping When Ship Complete - If set to TRUE, users will only be able to ship fully fulfilled orders when a document is marked Ship Complete. (Default: False) ADDED: Setting: Sales - Transfer Order To Invoice: Use Order Number As Invoice Number - If set to TRUE, the order number will be used as the invoice number. (Default: False) ADDED: Setting: Sales - Transfer Order To Invoice: Add Comment To Line Item That Is Being Shipped - Set to TRUE to update the sales line item comment being shipped. Example: [10 moved to STDINV2383] (Default: False) ADDED: Setting: Sales - Transfer Order To Invoice: Remove Fully Shipped Line Items - If set to TRUE, a line item will be removed from the sales order when it has been completely shipped. If set to FALSE, the line will stay on the order and the quantity will be 0. (Default: True) ADDED: Setting: Sales - Transfer Order To Invoice: Transfer Freight To Invoice - If set to TRUE, freight will be transferred from the order to the invoice. (Default: True) ADDED: Setting: Prospects: Prospect Pre Save Script - C# script that executes before saving a prospect. ADDED: Setting: Prospects: Prospect Post Save Script - C# script that executes after saving a prospect. UPDATED: Security: Access Security: Document Entry: Available Sales Document Columns For Edit: Sub_Total and Total are now selectable options for this security. If selected, users can view Subtotal and Total on the Totals page. These fields are not directly editable but they will update as other sales document and line item fields change. UPDATED: App: Changed the application icon. FIXED: Dispatch: Tapping the location button on a route stop will open Apple Maps on devices running iOS 18. (Introduced: 1.4.1) FIXED: Sales Documents: Tapping a sales document's Bill To or Ship To address while not editing a sales document will open Apple Maps on devices running iOS 18. (Introduced: 1.4.1) FIXED: Customers: Tapping a customer's Bill To or Ship To address while not editing a customer will open Apple Maps on devices running iOS 18. (Introduced: 1.4.1) FIXED: Prospects: Tapping a prospect's Bill To or Ship To address while not editing a prospect will open Apple Maps on devices running iOS 18. (Introduced: 1.4.1) FIXED: Prospects: The 'Go To Website' slide menu option now works on devices running iOS 18. (Introduced: 1.4.1) FIXED: Contacts: Tapping the address section on the Contact tab while not editing a contact will open Apple Maps on devices running iOS 18. (Introduced: 1.4.1) FIXED: Contacts: The 'Go To Website' slide menu option now works on devices running iOS 18. (Introduced: 1.4.1) FIXED: Sales Documents: Tapping the Cancel button while the Doc tab is unavailable will no longer crash the app. (Introduced: 1.3.28.1) FIXED: Date Fields: Tapping on a date field such as Doc Date will directly open a date picker.

UPDATED: App: Increased the iOS SDK version in order to optimize compatibility for devices running iOS 18. FIXED: App: The app now uses the server's decimal separator character for numeric values in order to prevent errors such as "ConvertInvalidPrimitive" when looking up or saving entities.

BREAKING CHANGE: Offline: There are a large number of changes around how offline databases work. They should generally not be noticeable, but it is recommended to not update the app while it is in offline mode as this may lose any changes which have not been synced to the server. BREAKING CHANGE: ID Tech Shuttles: ID Tech Shuttle credit card readers are no longer supported. BREAKING CHANGE: App: The minimum iOS version is now 15.0. Devices running iOS versions prior to 15.0 can no longer install or run the app. ADDED: Square: There is now a Square integration for payment processing using Square credit card readers. This integration is licensed, and most of its functionality will only appear for users who have a valid license. ADDED: Sales Documents: Payment Entry: Users can now make credit card authorizations and charges using a Square Reader. ADDED: Sales Documents: Payments Tab: Square transactions will now appear on the Payments tab. ADDED: Sales Documents: Payments Tab: Users can now capture and void Square authorizations. ADDED: Sales Documents: Payments Tab: Users can now credit Square payments and deposits. ADDED: Accessories: Square Reader Settings: The Accessories page now has a subpage for configuring Square Readers. ADDED: Setting: Square: Currency Denomination Offset - The difference between your Square currency's normal denomination (e.g. dollars) and its smallest denomination (e.g. cents). For United States Dollars and many other currencies, this would be 100. Defaults to '100'. ADDED: Setting: Square: Default Square Location - The default location to use for Square payments. If a user has a Square location assigned via Extended User Information or Square Reader Settings, the app will use that location instead of this setting's location. ADDED: Setting: Square: Include Authorizations When Calculating Default Amount - If set to 'True', the app will include existing authorizations when calculating the default amount for new Square transactions. Defaults to 'True'. ADDED: Setting: Square: Soft Delete Captured Authorizations - If set to 'True', captured authorizations will stay in the database and be hidden from payment lists. This setting's value should generally match SalesPad's Enable Multiple Capture setting. Defaults to 'False'. ADDED: Setting: Square: Square Credit Card Type Mappings - Mapping of Credit Card Types to Dynamics GP. UPDATED: Security: Access Security: Available Payment Methods On Orders - Square Reader is now an option for this security. UPDATED: Security: Access Security: Available Payment Methods On Invoices - Square Reader is now an option for this security. UPDATED: App: Various error messages in the app around failing to communicate with the service are now slightly different. UPDATED: Sales Documents: Payment Entry: When selecting Credit Card, Nodus PayFabric, or Square Reader as the payment method, the app will automatically select the transaction type if the user only has access to one transaction type for that payment method. UPDATED: Sales Documents: Payments Tab: Authorizations now display in a different color than other credit card transactions. UPDATED: Sales Documents: Payments Tab: When selecting a PayFabric or Square transaction, the prompt will mention the transaction's type and amount. UPDATED: Sales Documents: Payments Tab: When selecting a PayFabric or Square transaction and selecting a follow-up transaction type such as Void, the app will ask to confirm the new transaction. UPDATED: App: Increased the iOS SDK version in order to optimize compatibility for devices running iOS 17. UPDATED: App: The app now uses Microsoft.iOS as its framework instead of Xamarin.iOS. UPDATED: Infinite Peripherals: Infinite Peripherals scanners now use the Quantum SDK. UPDATED: Socket Mobile: The Socket Mobile Capture iOS SDK is updated to version 1.2.3.15. UPDATED: Zebra Printers: Zebra printers now use version 1.6.1130 of the iOS SDK.

Full Release Notes: http://bit.ly/2fUdRoB

UPDATED: Security: Contacts: Available Customer Contact Columns For Edit - Web Site is now an editable column. UPDATED: Security: Contacts: Viewable Contact Columns In Properties - Web Site is now a viewable column. UPDATED: Contacts: A contact's website can now be opened via selecting 'Go To Website' from the slide menu. FIXED: Application: Tab bars and the home indicator bar will not overlap. FIXED: Application: Longer tab names will properly truncate.

ADDED: Setting: Item Image Quality - When loading an image for item grids and lists such as Add Multiple Items and Quick Pick, if the image's height or width is greater than this setting's value, the server will resize the image to have a height and width less than or equal to this setting's value. Note that after this server-side resizing, the image may be resized again to fit into the UI, so large values for this setting have diminishing returns. Lower values for this setting will make loading item images faster, but may lead to lower quality images. Set to '0' to disable server-side resizing. Defaults to '500'. UPDATED: Sales Documents: A 'Locked by [username]' banner will now be displayed when opening a sales document that is locked by another user. UPDATED: iOS 16: Optimized compatibility for devices running iOS 16. UPDATED: Item Card: Item Tab: Item description is now displayed exactly how it appears in Dynamics GP instead of being shown in uppercase. UPDATED: Item Card: Item Tab: Item type is now displayed exactly how it appears in Dynamics GP instead of being shown in uppercase. FIXED: Item Card: Item Tab: Full item description is now displayed instead of being truncated. FIXED: Create Customer: Creating a new customer with an existing customer name no longer displays an 'A customer with the value chosen for Customer Name already exists' error message. FIXED: Sales Documents: Item Scanning: When there is an unrecognized item on the list of scanned items, adding the items will return to the sales document screen instead of remaining on the scanned items screen. (Introduced: 1.3.46.1) FIXED: Sales Documents: Quick Pick: The setting 'Should Sync UDFs' being set to 'False' will no longer result in 'No such table: spxItemMaster' errors in offline mode.

FIXED: Sales Documents: Manually forwarding a sales document several times without leaving the sales document will not bypass the 'Allowed Batches For Forwarding' security setting.

ADDED: Setting: Enable Timestamp Comment Field: If set to TRUE, a new field will be added to the Sales Document Comments screen that will allow users to enter a comment with the timestamp prepended to it. Defaults to 'False'. ADDED: Setting: Timestamp For Predefined Comments: If set to TRUE, timestamps will be prepended when adding predefined comments to a sales document. Defaults to 'False'. FIXED: Application: Setting the device's language to English and region to Ireland will not cause corrupted strings with incorrect accent marks and excessive exclamation points to appear in the app.

FIXED: Dispatch: When the setting Forward Linked Docs on Route Stop Checkin is enabled, and a dispatch checkin is performed when the app is in offline mode, any sales documents linked to that route stop will now be forwarded when the app next syncs to online; note that forwarding the same document multiple times while offline is not allowed, and the user will be informed if a document will need manual review after the next sync to online. FIXED: Dispatch: When the setting Forward Linked Docs on Route Stop Checkout is enabled, and a dispatch checkout is performed when the app is in offline mode, any sales documents linked to that route stop will now be forwarded when the app next syncs to online; note that forwarding the same document multiple times while offline is not allowed, and the user will be informed if a document will need manual review after the next sync to online. FIXED: PayFabric: Cards which do not have a card type can now be used without causing object reference errors. These cards can be mapped to GP credit cards via the Credit Card Type Mappings setting by entering an empty string on the GP side of a mapping. For example, "VISA:VI; :Test Gift Card" maps the Visa card type from PayFabric to a credit card named VI in GP, and blank card types from PayFabric to a credit card named Test Gift Card in GP.

FIXED: Sales Documents: Posted invoices which have canceled line items will not display incorrect document and line totals. UPDATED: Accessories: Zebra Printer: The Zebra SDK is updated to the latest version. UPDATED: Accessories: Zebra Printer: iMZ series, QLn series, RW series, P4T series, RP4T series, ZQ500 series, and ZQ300 series Zebra printers are now supported for printing ZPL receipts.

FIXED: Sales Documents: Trying to save a sales document when no Sales Line Item UDF tabs have "Can View" selected in the Tab Manager will not fail with an "Object reference not set to an instance of an object" error. (Introduced: 1.3.47.1) FIXED: Opportunities: Trying to save an opportunity when no Opportunity Line Item UDF tabs have "Can View" selected in the Tab Manager will not fail with an "Object reference not set to an instance of an object" error. (Introduced: 1.3.47.1)

ADDED: Interactions: Interactions now have tabs, which can be configured in the Tab Manager. When editing an Interaction, there are now tabs for Properties and Schedule, which allows for both sets of fields to be viewed and edited before saving. ADDED: Interactions: Interaction UDFs can now be viewed and edited as configured in the Tab Manager. ADDED: Security Setting: Access Security: Interactions: Can Create Interactions - If set to 'True', users can create interactions from Interaction tabs. Defaults to 'True'. ADDED: Security Setting: Access Security: Interactions: Can Delete Interactions - If set to 'True', users can delete interactions. Defaults to 'True'. ADDED: Security Setting: Access Security: Interactions: Can Edit Interactions - If set to 'True', users can edit interactions. Defaults to 'True'. ADDED: Setting: Userfield Pre Save Script - A script that is run before saving UDFs for any business object. The parameters include Cancel Event Args, a mobile version of the business object, and any changed userfield values (existing userfield values are not included in the UDFs collection). If the script cancels the save, the UDF changes will not save to the database and the mobile user will see the script's returned message as an error message, but the business object itself will still be saved. When editing in offline mode, this script is not run until the next sync to online, and script cancellations will then be reported to the user for manual resolution. Defaults to nothing. ADDED: Setting: Validate Sales Line UDFs Immediately - Enabling this setting will trigger a server call when accepting edits on an individual line item in order to run the Userfield Pre Save Script immediately for user feedback, instead of waiting until the full sales document save. Defaults to 'False'. ADDED: Setting: Validate Opportunity Line UDFs Immediately - Enabling this setting will trigger a server call when accepting edits on an individual line item in order to run the Userfield Pre Save Script immediately for user feedback, instead of waiting until the full sales document save. Defaults to 'False'. FIXED: Licensing: The "Workflow and Profit Engine Professional" license now grants access to modules that require the "Workflow and Profit Engine Essential" license.

ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Can Convert Opportunities To Quotes - If set to 'True', users can convert opportunities to quotes. Defaults to 'False'. ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Convert Opportunity Status - Opportunities will be moved to this status when converted to a quote. If the status is a historical status then the opportunity will also be made historical. Defaults to nothing. ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Opportunity Sales Doc ID - The sales doc ID assigned to quotes which are converted from opportunities. Defaults to nothing. ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Reprice On Conversion - If set to 'True', sales line items will be repriced instead of taking their prices from opportunity line items when converting an opportunity to a quote. Defaults to 'False'. ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Transfer Opportunity Contacts - If set to 'True' or if set to 'Prompt' and 'Copy' is selected, opportunity contacts will copy to the quote's customer when converting an opportunity to a quote. Defaults to 'Prompt'. ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Use Opportunity Sales Person and Territory When Converting To Quote - If set to 'True', sales documents created from opportunity conversions will use the opportunity's sales person and territory instead of the customer's sales person and territory. Defaults to 'True'. ADDED: Setting: Sales: Copy Address UDFs When Address Changes - If set to 'True', when choosing an address from the Sales Document Ship To Edit page, customer address UDFs which have the same field name and field type as a sales document UDF will copy their values from the sales document's ship to contact to the sales document. Defaults to 'True'. FIXED: Sales Documents: Line item extended prices now round to the sales document's currency decimals instead of the line item's item master's currency decimals. This was causing the subtotal on Zebra receipts to sometimes not match the sum of all line item extended prices by a few cents. (Introduced: 1.3.33.1) FIXED: Sales Documents: When creating a sales document, customer UDFs which have the same field name and field type as a sales document UDF will copy their values from the sales document's customer to the sales document. FIXED: Sales Documents: When creating a sales document, customer address UDFs which have the same field name and field type as a sales document UDF will copy their values from the sales document's ship to contact to the sales document. FIXED: Sales Documents: When adding a sales line item, sales document UDFs which have the same field name and field type as a sales line item UDF will copy their values from the line item's sales document to the line item. FIXED: Sales Documents: Add Item: When selecting an item number for a sales line item and an item master UDF with value options specified tries to copy its values to the line item, the app will not give a "Specified cast is not valid" error. FIXED: Sales Documents: When adding a sales line item via scanning or with the Add Multiple Items, Add Recent, Add Defaults, Add Catalog Items, or Quick Pick buttons, item master UDFs which have the same field name and field type as a sales line item UDF will copy their values from the line item's item master to the line item. FIXED: Prospects: Convert to Customer: If a Prospect UDF has the same field name as a Customer UDF but not the same field type, the UDF will not try to copy from the prospect to the customer and cause an error. FIXED: Opportunities: When adding an opportunity line item, opportunity UDFs which have the same field name and field type as an opportunity line item UDF will copy their values from the line item's opportunity to the line item.

ADDED: Licensing: Users can use a new set of subscription licenses to login to the server and app.

ADDED: Inventory Lookup: Items can now be searched by user fields. ADDED: Security Setting: Access Security: Item: Viewable Purchase Line Item UDFs: The Purchase Line Item user fields which appear on the Item Master card's Purchases tab. Image UDFs are not supported. Defaults to nothing. ADDED: Items: Primary vendor item information can now be viewed on the item card if the 'Show Vendor Information In Properties' security setting is enabled. ADDED: Security Setting: Access Security: Item: Show Vendor Information In Properties - Determines whether or not default vendor information is displayed under item properties. Defaults to 'False'. ADDED: Analytics: SalesPad will now send anonymous user tracking information. This data will be used to help determine areas in SalesPad that need work, as well as how our users are using SalesPad day to day. The data sent back contains screen information. No company, customer, vendor, or individual identifying user information is sent. ADDED: Settings: There's now a device side settings screen accessible from the slide menu. It currently only contains a setting called 'Track User Analytics' which determines whether or not app usage data is sent to SalesPad. FIXED: Contacts: Email: When sending an email on an iOS 14 device, the To address on the email will not have two forward slashes (//) at the beginning. FIXED: Contacts: Email: Gmail and Microsoft Outlook can now be used as the Default Mail App. Previously, trying to send an email with one of them as the Default Mail App would give an error stating "This device is not setup for this form of contact". UPDATED: Security Setting: Access Security: Items: Additional Item Search Columns - User fields can now be configured for searching. UPDATED: Items: Purchases tab: Requested Date is now displayed.

FIXED: UDFs: Interacting with UDFs will not give a "Specified cast is not valid" error in some scenarios. FIXED: Offline: Sync to Online: Syncing a new sales document or other object will not incorrectly give an error such as "A SalesDocument with the same key value was found on the server" in certain situations. FIXED: Offline: Sync to Online: If a sales document is queued to forward or transfer and fails to sync to the server, the queued forward or transfer won't try to run until the sales document has successfully synced. UPDATED: Login: If logging in gives an error such as "no such table: SystemUser", the error prompt will have options for sending information about the error to SalesPad and for deleting the SQLite database. UPDATED: Security Setting: Access Security: Document Entry: Available Line Item Columns For Viewing In Item Tab: Standard Cost is now a selectable column. It is unselected by default.

ADDED: Sales Documents: Item Scanning: The item description is now visible alongside the item number scanned. FIXED: Entry: The app will not crash when selecting a Sales Person ID, Customer Class, or similar fields while creating sales documents, customers, and other objects. (Introduced: 1.3.43.1)

ADDED: Security Setting: Access Security: Documents: Can Add Matrix Items: If set to 'True', selecting a parent matrix item in the Add Item screen will show a prompt asking if the user would like to add child matrix items. Defaults to 'False'. ADDED: Setting: Sales: Default Matrix Item Quantity: The number that will default into the quantity text box on the Add Matrix Items screen. Default to '1'. ADDED: Sales Documents: 'GM %' is now a selectable column for the 'Available Sales Document Columns For Edit' security setting. If enabled, users can enter a desired GM % on the sales document totals screen to reprice each of the document's line items to match the entered margin. ADDED: Setting: Sales: Cost Field for Margins: The sales line item cost field to use for calculating sales document and sales line item margins. Defaults to 'Extended Cost'. ADDED: Security Setting: Access Security: Item: Viewable Item Pricing Columns: The Item columns which appear in the Pricing section of the Inventory card's Item tab. Defaults to all columns. REMOVED: Security Setting: Access Security: Can View List Price: The 'Viewable Item Pricing Columns' security setting now controls whether or not users can view an item's List Price on the Inventory card's Item tab. If this setting was set to 'False', 'Viewable Item Pricing Columns' will not have List Price selected.

UPDATED: Dispatch: Route stops will now include the customer name field for each stop.

ADDED: Security Setting: Access Security: Documents: Can Download Reports: If set to 'True', users can download sales document reports with the 'Download Report' button. Defaults to 'True'. ADDED: Security Setting: Access Security: Documents: Can View Amount Received: If set to 'True', users can view a sales document's Amount Received by tapping on the 'Customer and Totals' section at the top of the main sales document tab. Defaults to 'True'. ADDED: Security Setting: Access Security: Documents: Can View Doc Totals: If set to 'True', users can view doc totals on sales document lookups and on the main sales document tab. Defaults to 'True'. ADDED: Security Setting: Access Security: Documents: Can View Unit Pricing: If set to 'True', users can view the unit price of each line item on the main sales document tab and on Customer and Item Master tabs which show sales line items. Defaults to 'True'. ADDED: Security Setting: Access Security: Printing: Can Print Reports: If set to 'True', users can print reports. Defaults to 'True'. ADDED: Security Setting: Access Security: Sales Monitor: Can View Batch Totals: If set to 'True', users can view the summed document totals for each batch on the second page of the sales monitor. Defaults to 'True'. ADDED: Security Setting: Access Security: Sales Monitor: Can View Doc ID Totals: If set to 'True', users can view the summed document totals for each Doc ID on the first page of the sales monitor. Defaults to 'True'. ADDED: Security Setting: Access Security: Sales Monitor: Can View Sales Monitor: If set to 'True', users with the 'Sales Monitor' license assigned can view the Sales Monitor. Defaults to 'True'. ADDED: Setting: Sales: Preload Sales Line Item UDFs: If set to 'True', opening a sales document causes all of its line item UDFs to load, which results in overall faster loading times when viewing multiple line items. If set to 'False', each line item loads its UDFs separately when viewed, which results in loading less data at once. Defaults to 'True'. FIXED: Dispatch: Route stops will not have unreadable text when the stop's appointment type uses the default color (0, 0, 0, 0).

FIXED: Signature Pad: On iOS 13.0+ devices, using the signature pad to sign documents will no longer "bounce" the view while signing. FIXED: Keyboard: Selecting a text field will not cause the screen to slide upwards excessively and hide the focused text field on certain iPads running iOS 13. FIXED: iPod Touch: The app will not crash on launch. (Introduced: 1.3.41.2)

FIXED: Sales Documents: When adding line items with Add Multiple Items, Quick Pick, Add Recent Items, or Add Catalog Items, item images will appear once loaded instead of continuing to show a "Loading..." placeholder.

FIXED: Dispatch: If an appointment is deleted, and its corresponding route stop is not, that route stop will not appear in the app.