Release 2026.06

Overview

This article provides an overview of the changes in release 2026.06 (CIMcloud internal tag 4.16).

Release date: 6/16/2026

Updates And Fixes

Global Warehouse Selection and Pick-Up

Customers can now select a single warehouse, pick-up location, or shipping address that applies to their entire session before creating an order. A warehouse selector can be displayed in the site header, with support for an “All Warehouses” option, configurable labels, and default selections for new sessions. Switching between specific warehouses prompts the user before clearing the cart. This feature must be enabled and configured for your site. More information: Warehouse/ Address /Pick-up Location Selection Prior to Order Creation

Additional Invoice Types During Invoice Payment

The invoice payment page can now include additional invoice types (for example, credit memos) using a simple comma-delimited list setting — a more user-friendly option than the previous search-string configuration. A configurable message can also be displayed when credit memos fully cover an invoice payment. This feature must be enabled and configured for your site. More information: Pay Invoices Online – Credit Card & ACH

Deposits & Prepayments

A dedicated Deposits & Prepayments page is now available for customers to view their deposit and prepayment records, with new navigation links that can be enabled per site. The Statements page was also modernized: the Open Invoices, Prepayments, and Adjustments sections now use sortable data tables and support aggregate views for National Accounts (parent/child account) customers. More information: Deposits & Prepayments

CRM Activity & Ticket Updates

CRM tickets now support a Due Date field, and activities can be pinned and ordered so the most important items stay at the top of the timeline. A new “Convert To Ticket” option turns an activity into a ticket. The conversion option must be enabled for your site. More information: Basic Tasks/Ticketing System

Per-Site llms.txt Content

Each Customer Site can now serve its own llms.txt file, managed from a dedicated tab in the Worker Portal under Customer Sites > [Site] > llms.txt. This lets each site publish guidance for AI tools on its own domain. More information: Customer Site Settings – llms.txt

Default Inventory Display Profile

An Inventory Display Profile can now be marked as the site default using a new “Use as Default” setting. Products without an assigned profile automatically use the default, and setting a new default automatically unsets the previous one. More information: Inventory Display Settings

Product Configurator Updates

Configured product orders now display the selected options on standard order confirmation and quote notification emails. A new “Roll up Taxable Amounts?” product setting calculates tax on the combined total of all configured items using the main product’s tax class. Dynamic pricing is also supported for configurator answers with variable quantities.

Always Visible Save Buttons

The main save button on Worker Portal add/edit pages now floats at the bottom right of the screen, keeping it accessible while scrolling through long forms. Scrolling to the bottom of the page returns the button to its standard position. This behavior is enabled automatically and requires no configuration.

User Defined Fields (UDFs) – Preview

Admins can now add, configure, and display User Defined Fields for supported tables directly in the Worker Portal under Settings > User Defined Fields. UDFs make it possible to capture and display additional data on records (such as products) without custom development, and product UDFs are searchable in site search. This capability must be enabled for your site. More information: User Defined Fields (UDFs)

Customizable Email Templates (Liquid Templates) – Preview

System emails can now be customized using Liquid templates through a new template editor in the Worker Portal. The editor includes a live preview, test-send capability, and autocompletion for available data fields. Supported emails include Order Confirmation, Quote Notifications, Abandoned Carts, Contact Us, Account Approval, Shipment Tracking, password/login emails, and more. This capability must be enabled for your site.

ERP Configuration Access & ERP Custom Field Mappings – Preview

Admins can now have limited access to ERP To-Web and From-Web configurations. This includes being able to add custom field mappings, making it easier to sync custom data between your ERP and your site. This is especially powerful with used in conjunction with User Defined Fields (UDFs). This capability must be enabled for your site. More information: ERP Custom Field Mappings

Pricing Override Edits in Worker Portal – Preview

Workers can now view and (when enabled) edit Pricing Overrides and Price Group Overrides in the Worker Portal. Pricing Overrides navigation is visible to all workers with pages defaulting to read-only; a new feature setting controls whether editing is allowed. Help text on the editing pages has been improved to better explain each setting. More information: Creating and Managing Pricing Overrides Outside of ERP Sync

Additional Updates

Gift Certificate Usage pages and navigation links were added to the Worker Portal.
Static Page records now support redirects, allowing redirects to be configured per customer site.
PayaConnect Location ID and Product Transaction ID settings were added to the Merchant Account page, and the related credentials are stored encrypted.
Credentials used by Tax Services and Merchant Accounts are now stored with stronger encryption.
A new Enable/Disable action on the Products manage page in the Worker Portal sets the product’s status with a confirmation popup.
New Customer Sites and Customer Groups now inherit design settings from the main Customer Site instead of using built-in defaults.
Button contrast in the Worker Portal was improved for better visibility.
The Website Visits page now includes guest activity in its results.
The Page Builder import experience was simplified and now better preserves modern CSS in imported templates.
Coupons can now apply a Price Group as a discount type when Discount Mapping tables are configured (requires services setup).
The Terms column on the invoices page now shows the terms description when available, and a Terms Codes link was added under Payment Processing.
Bulk Add to Cart and Quick Add pages now respect per-alias add-to-cart settings when Product Aliases is enabled.
The Bulk Order gallery view now includes the “Add All to Cart” button.
New security-related HTTP headers (Strict-Transport-Security and Content-Security-Policy) were added to site responses. Related: Customer Site Settings – HSTS includeSubDomains
The API Authorization page now shows when API documentation was last generated, when it will generate next, and a direct link to view the documentation; documentation also regenerates more quickly after authorization changes.
The Data Moves page now shows a “Queued” indicator when a run is pending.
Suggested and related products now sort by position, product order, and SKU by default.
Tracking integrations (GA4, Google Ads, Facebook Pixel) now report the correct page referrer after the human-verification interstitial page.
Sandbox customer site URLs use an updated format (customersite.sitename-sandbox.cimstaging.com).

Fixes

Fixed the GA4 purchase event value to represent the order total before taxes and shipping, per GA4 documentation.
Fixed an intermittent connection issue caused by database connections that were unexpectedly closed.
Fixed the maintenance mode passcode being bypassed when maintenance mode is enabled.
Fixed file downloads on iOS devices.
Fixed the download attempts counter not increasing for account-level digital product authorizations.
Fixed help tip text displaying stray backslashes before apostrophes.
Fixed editing a cart line unintentionally changing its warehouse assignment.
Fixed the credit card form not displaying after selecting invoices on the payment page.
Fixed validation errors not displaying correctly when saving payment methods.
Fixed API documentation showing “Failed to load API definition” immediately after creating or changing an App Authorization.
Fixed API documentation showing operations not permitted by the App Authorization.
Fixed enabling the DM2 Notifications feature unintentionally hiding shipment information on Sales Order and Invoice detail pages.
Fixed a hover rendering glitch on checkboxes and radio buttons in Chrome 149.
Fixed missing or incorrect line numbers on configured product order lines.
Fixed several Global Warehouse Selection issues, including default warehouse assignment, dropdown state, and “All Warehouses” behavior.
Fixed returning guest users losing access to their previous cart after their session ended.
Fixed Google Merchant Feed availability to report out-of-stock when inventory display settings prevent add-to-cart.
Fixed minor display issues with the review comments box and promotions notification footer.

4.16.1 – Release Date 6/30/2026

Fixed an issue where worker users could encounter a JavaScript error on the product detail page that prevented the page from fully loading when CRM activity features were active.
Fixed an issue where customer-specific pricing overrides could intermittently fail to load during a session, causing incorrect prices to display.
Fixed an issue where a worker editing a contact’s password reset could accidentally change their own password if the password reset request failed.
Fixed an issue where background requests on the payment page could modify order line pricing when session ownership validation had not yet completed.
Improved page load performance for sites using Email Liquid Templates by reducing redundant calls to internal services on every page request.
Shipping methods can now be filtered by product stock status, allowing different shipping options to be presented based on whether items are in stock or backordered.
When a Power Customer is viewing the site on behalf of a mapped account, a message is displayed to indicate which account they are currently acting as.

4.16.2 – Release Date 7/9/2026

Fixes issue introduced in last patch where loading the payment page with a new order key that doesn’t exist yet causes the page to error and fail to load.
- This was occurring in some cases when clicking Ordering > Bulk Add to Cart or as a worker, creating a new quote.
Enabled UTF-8 on product configurator add-edit page
AutoPay now correctly saves the selected payment method id instead of the default payment method.
Report Builder Fixes:
- Export page
  - Primary key is no longer auto-added in advanced field mode, but an explicitly-listed primary key is now preserved on POST instead of being silently stripped
  - SQL aliases with brackets (as [My Field]) no longer duplicates brackets when saved
  - Virtual fields (_vir) are silently stripped from advanced fields before saving
  - Virtual fields are excluded from simple mode field dropdown for Report Builder
- Results page
  - SQL aliases in square brackets now work as expected
  - SQL errors on results page now show a friendly error message
  - Virtual fields (_vir) in existing reports are filtered out at display time with a warning to avoid errors
Adds support for collecting User Defined Fields on the Orders table during checkout.
Page Builder history notification is now dismissed as expected after saving a historical version.
Corrects issues where User Defined Fields (UDFs) with the same name on different tables would not display correctly when both tables were used in the same page or view

Was this article helpful

Yes No