Release 2025.11

Overview

Updates and Fixes

Advanced UOM

Added support for Advanced UOM including more than two UOMs per product and pricing by UOM. This is part of a new Advanced UOM bundle and details can be found in this article – Unit of Measure (Advanced)

Price Toggle

A new feature was added to the standard bundle Product Catalog & Cart/Ordering in Customer Portal + Product Workspace to allow a toggle to be enabled on the site front. Users with the feature enabled will see a toggle to allow them to toggle the site pricing in the catalog between customer price, list price, and no price. This is typically for point of sale users to be able to “flip the screen” to show products without the users customer specific pricing. More information can be found in this article – Product Price Settings

Credit Card Surcharge for Invoice Payments

A new standard feature has been added to the standard bundle Starter Customer Portal w/ CRM & Content Workspaces. This allows for a service charge to be added to credit card and/or ACH payments on invoices (currently not supported when placing an order on the site). More detail can be found here – Collecting a Service Charge / Surcharge on Invoice Payments

Product Pricing by Warehouse

Added support to be able to apply pricing by specific warehouse. This is part of bundle – Advanced Inventory Tools which also has the existing features for assigning specific warehouses to the order or order line. More details available here – Product Pricing By Warehouse

Updates to Worker Portal Universal Search for Products

The search in the worker portal now has two options for searching. One directs to the product manage page in the worker portal Products (Manage) and the other loads the product catalog from the sitefront without the Add to Cart to be able to preview items in the worker ports (search results and detail pages).

Updates to Spend Allowance

Details on spend allowance can be found here – Spend Allowance

In this release this functionality was added to bundle – Employee / Company Store Tools for High Qty Multi-Store (ES) – BETA and new features were added to better control how the spend allowance displays in the worker portal

New Option for Users to Create a New User for Existing Account Based on Email Domain

As part of the core bundle Starter Customer Portal w/ CRM & Content Workspaces there is a new option so instead of users creating a new user for an existing account based on the account number and invoice number, it can be done based on an assigned email address domain. The old option by account data is still available. This new option has to be specifically enabled. More information can be found here – New Account and Contact Creation

New Features for Setting Default Division on New Account Create

New feature was added that allows the default division to be set when an account is being created. This typically just applies to Sage100 customers. The new feature is in the Customer Data section of features in the Base section. The site will default to 00 outside of this feature. If 00 works do not set this feature. The workflow here is the option for page create_login_and_account.asp. The account.asp option is when users can add to cart before creating an account and create an account through the checkout process. More details on the overall process can be found here – New Account and Contact Creation

Custom Code Changes

Reworked data structure to add more features to Custom Code functionality, including:

• General Information and Settings:
  • Enable/Disable execution of code with the Status field
  • Include code descriptions for more context
  • Priority allows you to control the order in which code runs if multiple apply to the same page
  • Apply custom code to:
    • Selected Customer Sites
    • Worker Portal
• Tabbed Code Interface:
  • Able to see code on Staging vs Production environments
  • Test code in your Staging environment before publishing to Production
  • Production view is read-only
  • Use the “Compare” tab to view differences in code between Staging and Production environments
• Enhanced Caching:
  • Automatic cache clearing on save/publish prevents stale content
  • Recached when changes are made to Custom Code
• New Feature Setting in Workspace Settings
  • Control execution of Custom Code in the Worker Portal with “Execute Custom Code in the Worker Portal?” setting

Other Updates

• Moved new interface pages for legacy custom code data for debugging potential issues in the migration process.
• Removed legacy Custom Code navigation in the Worker Portal

 

New Feature Setting to Show Credit Memo Details

A new feature setting was added under Show Payments and Credits in Menu to show the detail lines for a credit memo and the details page for Credit Memos

Added Download Option to Website Visits (user_sessions.asp)

There is now the option to download the Websites Visits table

ERP Updates and Encrypted Credentials

• Updates ERP Driver Install page to allow encryption/view of credentials for cloud ERPs.
• Adds in new code editor for SQL text boxes on To/From Web Configs and QueryBuilder.
• Adds support for Acumatica and Netsuite in the interfaces.

Generated Files & Sitemaps

Opened up pages to view Sitemap and Google Shopping Feed locations with Regenerate action:

• Allows you to see the location of these generated files
• Sitemaps and Google Shopping Feeds are regenerated nightly; however, you can regenerate it more quickly now on this page
• Enter a task to Extranet for any changes to the location of these files

General Updates

• Adds logic to FedEx/UPS to pull the account number from the warehouse if it’s populated
• Passing the liftgate flags to FedEx properly
• Removes anonymous setting from system data Tax Schedules to prevent the sample data from causing incorrect tax calculations
• Sanitizes product search terms (type ahead suggestions) when the the destination URL contains a line break.
• Renamed sitemap nav link (Generated Files & Sitemaps) and moved to content workspace
• Adds single-record auto-redirect for product search in portal for the product manage page
• Adds restriction to catalog pages for ATC on worker domain
• Updated ordering and naming conventions for configurable retail templates
• Improved organization and clarity of template configuration options
• Updates Fortis Gateway option in merchant account admin interface to be available by default
• Filters out blank Category records when rendering the category window.
• Adds encryption/decryption library on sensitive information.
• Fixes issue where Admin Mode was broken on Add-Edit pages that supported it prior to replacing the Form Builder additional links
  • The Enable/Disable Admin button will now display to the right of the other links when the page option is on to allow Admin Mode
  • This is mostly for backwards compatibility for LVUs. The site option on the page will need to be set via local options or a custom feature toggle.
• Fixed issue on product detail when viewing a parent-child product in droplist view with Advanced Tabs where the description tab is blank/empty when the child product description is not set instead of falling back to the parent description like the standard view.
• Recurring SQL script to update SQL Compatibility version on sites if allowable.
• Fixed issue with responsive Dashboard Banner display on mobile.
• Updated sorting to ensure correct parent product selection for configurator items
• Fixed issue where the Account Name and grouping options were not displayed for Power Customers on several pages:
  • Backorders
  • Invoices
  • Payments
  • Sales Orders
  • Shipment
• Fixed Verification column on Website Visits page from persistently hiding on page load
• Fixes bugs in SearchService
  • Related products were not sorted in the correct order as configured on the product add-edit page
  • Configuration changes to the fields searched and their boost/priority did not update unless the SearchService pod was restarted
• Fixed default value for homepage setting if it is not yet configured to use Page Builder as homepage
• Fixes “type mismatch” error on featured products
• Performance improvements to mitigate deadlocks
• New Workspace Setting to control execution of Custom Code in the Worker Portal.
• Modified logic of when to run Custom Code in the Worker Portal and Sitefront based off Feature Settings.
• Adding links to help center articles on Generated Files interface

4.15.1 – Release Date 11/21/2025

• Updates SearchService to include Add On products on child products to match SSJS functionality when lazy loading child products.
• Updated prompt files to use ‘mode: instruct’ instead of deprecated ‘mode: agent’.
• Refactored modal and edit link logic in mgr_rma_ae.asp for improved maintainability and user experience.
• Improved modal handling and notification logic in mgr_rma_line_ae.asp.
• Removed obsolete JavaScript functions and redundant close logic from RMA manager files.
• COM version update fixes issue where calls to pricing on pages using the nosession=1 querystring would cause a 500 error.
• Fixes an issue that causes the account.asp page and some address find popups to break when USE_SINGLE_USE_ADDRESSES is on
• Fixes filters when searching for shipping addresses to set on the order to include an address that’s marked as single-use if it’s the shipping address currently on the order.
• Adds table alias to default SHIPPING_ADDRESS_ORDER_BY value (s_company => sha.s_company)
• Fixes issue where the available shipping addresses droplist would not update before the new order data was retrieved after adding a new shipping address.
• Adds instancesWithKeys to existing hook: getPostDataBeforeReturn, which is needed when adding instances to the cart.
• Removed debug response for Power Customers on sales_orders.asp.
• Added a flag to prevent blank status returning no results when loading invoices on invoices.asp.
• Retains modal logic on parent products related to main product on product detail pages in catalog_templates.asp
• Fixed cart count display issue when using browser back button on shopping_cart_window.asp.
  • Added event listener for pageshow to refresh cart when page is loaded from browser cache.
• Updates upload-file.asp to display image thumbnails for .svg, .wepb, and .avif file types.
• Enabling USPS shipping option by default on mgr_shipping_method_ae.asp.
• Added missing authorization condition when starting a workflow (e.g. quote, return, etc) and then leaving that workflow.
  • Retains your worker login session instead of the impersonated account in the workflow.
• Increased security on username recovery.
• Adjusted fixed-width modal breaking mobile UI in payment page address editing.
• Fixed site display logic in custom code management (custom_code.asp) – now correctly shows “All Sites” when scope_customer_sites = 0 and scope_override_type is 'storefront' or 'all'.
• Fixed Reference ID field in custom code editor (custom_code_edit.asp) to auto-generate for new records and use hidden field type instead of required text field.
• Fixed form validation – moved Name field validation from Reference field to Name field where it belongs.
• Enhanced return action validation logic to properly handle cases where return action dropdowns are conditionally hidden.
• Displaying ‘edit’ action on Answer Add-Edit mgradmin_addedit_answer.asp page for product mappings.
• Added “Online Return Line Items” menu item for managing RMA line items (mgr_rma_lines_man.asp).
  • Available to users with RMA permissions
  • Accessible through CRM Workspace > Returns section
• Added css on Page Builder video components to be responsive to different device sizes.
• Updated mgradmin_addedit_answer.asp, mgradmin_addedit_question.asp, and products_to_form_elements_ae.asp to HTML encode the answer text, question text and question name to mitigate display issues with some characters.
• Fixes issue where a type mismatch exception is thrown in some situations when comparing a number to the GetPrice property in DA3.
• Allows multiple of the same gift certificate denomination to be ordered on a single order
  • For example: Three Gift Certificates for $25 and Two Gift Certificates for $50 will properly send emails with Gift Cert codes now
• Corrects issue with RMA Line add/edit modal close event after editing Products Returning lines in Worker Portal Returns Manage page.
• Corrects parent/child field usage for Return Reasons on mgr_rma_line_ae.asp
• Switches letterhead top image for worker portal logo to centralized location.
• Removed duplicate hardcoded “quote” from Quote Notification email.
• Fixes Autopay feature and email mappings/configuration.

4.15.2 – Release date 12/11/2025

• Fixed an issue where orders could be completed without charging the associated credit card.
• Resolved a problem preventing new account creation under certain conditions.
• Corrected a bug that prevented reordering answers on the website.
• Addressed a user experience issue where logged-in customers were incorrectly shown a “Log in” message.
• Fixed a search error where using only an apostrophe as the search term would return a bad request error.

4.15.3 – Release date 12/15/2025

• Updated the USPS shipping integration to use version 3 of the API
• Fixed an issue where users were unable to change the shipping method while working on a quote

4.15.4 – Release date 1/9/2026

• Fixed a product detail page error when products with Add Ons are used in combination with SearchService.
• Resolved timeout issues on the password reset page in the Worker Portal.
• Corrected an issue where a null child_product_display value caused missing display properties.
• Updated to avoid caching placeholder prices (e.g., 999999).
• Addressed various issues including product image selection in add/edit forms, object error log management, and SearchService logging.
• Added an option on the RMA Detail page to control the visibility of the PDF link.
• Fixed a missing closing div tag on the dashboard page.
• Corrected a potential custom code risk on the sign in page.
• Fixed an error related to credential management on the ERP Driver Installs page.
• Corrected export filename handling in certain scenarios.
• Fixed script timeout issues for Report Builder exports.
• Addressed FedEx Freight liftgate option issues for specific configurations.
• Fixed an error when searching for specific values on the Online Orders page.
• Resolved performance issues due to data type mismatches on critical tables.

4.15.5 – Release date 1/15/2026

• Fixed issue when editing business day calendar settings page in the portal that prevented adding new holiday dates using the date picker calendar
• Fixed issue on payments list page where searching would result in an error

4.15.6 – Release date 1/28/2026

• Fixes issue on address_edit.asp page where blank phone numbers weren’t validated correctly when marked as required
• Fixes issue where custom regular expression validation was not working when configured on question builder questions like those used in product configurator.
• Adds order by the order detail line number on mgr_order_header_ae.asp and mgr_view_order.asp for readability and consistency with other views
• Updates the CIMcloud Helpers JS object:
  • cimcloud.helpers.pageSubType will now reflect if whether it is a web page or a page section.
  • cimcloud.helpers.pageKey will now provide the specific record key for the page if available for the page type
• Adds a css class to the div wrapper around page and page section content based on the ref_id (user key)
  • The css class is sanitized to ensure compatibility with css key rules by replacing invalid characters with an _ and then prefixing with an _ to avoid conflicts with other classes and to visually identify the autogenerated class names by convention.
  • For example, a page with ref_id set to “About Us” would result in the css class _about_us
• Fixes the Default Product Results View feature setting that prevented the setting from applying
• Fixes permissions to allow using accounts.punchout_buyer_id in report builder reports and exports
• Fixes issue when adding a new shipping address from the Address Book or from the Super User Add Address page where the new address would overwrite the last address added when there were a large number of shipping addresses on the on the account.
• Fixes issues where ReCAPTCHA validation would incorrectly result in a verified human state after the initial reCAPTCHA verification, regardless of the initial result from the reCAPTCHA service.  The validation state is now correctly reported.
• Fixes issue that could cause reCAPTCHA javascript to be inserted and executed in the page multiple times.
• The user’s ReCAPTCHA status information will now be stored with the order when an order is placed

4.15.7 – Release date 2/10/2026

• Fixes an issue where add_to_cart.asp would blank out the UOM data when using simple UOM.
• Fixes an issue where the Search Results page would update all UOM droplist(s) to the same value after adding to the cart, but without updating the pricing and other UoM related information.
• Added required fields to the Worker Portal autopay enrollment pages.
• Removes SQL Builder Joins section on Data Exports add-edit pages.  They will continue to show on Report Builder add-edit pages.
• New message displayed on Data Exports indicating exports cannot be edited and to migrate to Report Builder if changes are needed.
• Fixes duplicate order number issue that may occur with high order volume.
• Adds new option to payment methods to require a unique purchase order number per account
  • Should PO Number be Unique: (Yes/No)
  • If this is set to Yes on the payment method, the user will get an error message if they enter or attempt to place an order with a PO number that has previously been used on a sales order within their account.
• Adds new global option GLOBAL_UNIQUE_PO_ERROR_MESSAGE
  • Default value: PO Number must be unique.
• Updated dataLayer for GTM events in catalog when adding to cart.
• Added GTM support for all GA4 events (view_item, search, view_item_list, view_cart, begin_checkout, add_shipping_info, add_payment_info)
• Updated GTM ecommerce tracking to GA4 format
• Migrated from Universal Analytics/Enhanced Ecommerce to GA4 purchase event structure
• Added validation to ensure items exist before pushing to GTM dataLayer
• Uses proper GA4 property naming conventions (snake_case)

4.15.8 – Release date 2/18/2026

• Fixed Inventory Watch List button when HTML is included in the product name.
• Updated Gift Certificate System Email to fix Customer Sites filter.
• Corrected order links on Gift Certificate Manage page.
• Adds index for price_group_overrides table. [EvolveScript]
• Fixes error that occurs on cart page in some cases when discounts are displayed
• Upgraded jQuery to address critical security vulnerabilities.
  • No breaking changes expected
  • Existing code remains compatible or has been updated/mitigated
• Fixes issues with coupon discounts not calculating properly if the same product was on separate order detail lines.
• Fixes potential issue with authentication cookie evaluation when using PayPal to place an order that caused the order transaction to fail

4.15.9 – Release date 3/12/2026

• Updates the RMA Datamove to use a dynamic send to email if not already configured to do so
• Fixes issue on the settings page the Auto-Login new customers after creation configuration would not save correctly.
• Fixes issue on the settings page the Use Popup Search for Shipping Address Selection during checkout configuration would not save correctly.
• Fixes blank account company name from being posted during account creation when the Company field is turned on but not required and left blank
  • It now posts the contact’s first and last name in the same way it does when the Company field is turned off.
• Corrected misspelling “Manage Zip/Postal Codes” on dashboard tabs.
• Corrected misspelling webisite > website on site settings.
• Fixed several issues when allowing multiple ship-to addresses on order and the Find Address modal window for selecting addresses
• Corrected feature toggle for Requested Ship/Pickup Date is Collected From Customer, which is now correctly setting the ship date selected by the user.
• Fixed display issues for multi-input question display text when the display text value contains HTML.
• Added site option and default value for message to display if there are no results on a Product Category page.
• Fixes issue with promotions where no promotions would apply.
• Fixes issue with promotions where the reward cap over a specified period of time was not respected.
• Fixed the requested ship date selection starting date to account for the effective order date instead of assuming the effective order date was the current day
  • This fixed ship date availability when the current day was a holiday or other time where lead time is calculated for an effective order date.
• Updated error handling and input validation on the cart page when logging in or creating an account.
  • Real-time inline feedback on form elements.
  • Better handling of password requirements messaging.
• Added tabindex="-1" to all payment modals to enable keyboard focus, enabling Windows narrator and keyboard navigation.
• Added tabindex="0", role="button", and aria-label to address selection labels for ADA compliance / accessibility.

4.15.10 – Release date 3/18/2026

• Fixes error in Find Account popup on Contact Add-Edit page.
• Adds ability to use a per-page override of the last modified date for static pages used for the sitemap.xml
• Updates filter on Add-On products search window in portal to only exclude parent products from the results
• Fixes issue where parent links on menus would act as if they had child links and not be clickable if all of the child links were disabled
• Fixes error when importing ecommerce coupons via CSV with the products_vir column.
• Capturing and Displaying Change Tracking on Payment Methods Add-Edit page.
• Multi-Input Question Builder Enhancements
  • Enhanced button state management for multi-input controls (move up/down functionality)
  • Improved handling of required vs optional field validation
  • Updated search term display format to include both key and term values

4.15.11 – Release date 3/31/2026

• Adds action hook for customizing the Quote Notification email body.
• Fixes issue where blank Quote Notification and Order Confirmation emails were generated in cases where ship vias are not used or calculated
• Adds several hooks for customizing areas such as the ACH and CCN selection UI, product history report, find modal results table, etc

4.15.12 – Release date 4/7/2026

• Fixes error on content and blog pages with mapped page sections
• Fixes several features where toggling the feature on would not save correctly
• Fixed several feature toggles that did not apply correctly due to an incorrect type setting