Sortly Release Notes

January 2024

💻 Web Feature Enhancements and Updates:

Web R107.0.0

* Other bug fixes & stability improvements.

Web R106.0.0

* New : QuickBooks Online Integration (Enterprise Plan)
* New : Invoice functionality (Enterprise Plan)

* Other bug fixes & stability improvements.

Web R105.0.0

* Other bug fixes & stability improvements.

December 2023

📱Mobile Updates: 

iOS 10.6.1

* New : Web Link custom fields now support up to 300 chars (previously 190).
* New : Reports launch page UX updates.
* Other bug fixes & stability improvements.

Android 10.6.1

* New : Web Link custom fields now support up to 300 chars (previously 190).
* New : Reports launch page UX updates.
* Fix : Low Stock report does not respect the folder filter after making changes to an item.
* Other bug fixes & stability improvements.

iOS 10.6.0

* New : Support edit/view permissions for individual item fields like name, quantity, price, tags etc.
* New : Voice to Text Search in Items.
* Fix : Add photo button is not visible clearly in Item Details on iPad in landscape mode.
* Other bug fixes and stability improvements.

Android 10.6.0

* New : Support edit/view permissions for individual item fields like name, quantity, price, tags, etc.
* New : Voice to Text Search in Items.
* Other bug fixes and stability improvements.

💻 Web Feature Enhancements and Updates: 

Web R104.0.0

* New : Web Link custom fields now support up to 300 chars (previously 190)

* New : Purchase Order functionality - Enterprise Plans

* New : Reports launch page UX updates.

* Other bug fixes and stability improvements.

Web R103.0.0

* New : Support edit/view permissions for individual item fields like name, quantity, price, tags etc.

* Other bug fixes and stability improvements.

November 2023

💻 Web Feature Enhancements and Updates: 

Web R102.0.0

* Other bug fixes and stability improvements.

Web R101.0.0

* Other bug fixes and stability improvements.

Web R100.0.0

* Other bug fixes and stability improvements.

Web R99.0.0

* Other bug fixes and stability improvements.

October 2023

📱Mobile Updates: 

iOS and Android 10.5.0

* New : Performance improvements for Summarize Items mode.
* Other bug fixes and stability improvements.

iOS and Android 10.4.0

* New : Support up to 6 decimal places for Item's price.
* Other bug fixes and stability improvements.

💻 Web Feature Enhancements and Updates: 

Web R980.0

* New : Added Manage Alerts tab 

* Other bug fixes and stability improvements.

Web R97.0.0

* Other bug fixes and stability improvements.

Web R96.0.0

* Other bug fixes and stability improvements.

Web R95.0.0

* Other bug fixes and stability improvements.

Web R94.0.0

* New : Support up to 6 decimal places for Item's price.

* Other bug fixes and stability improvements.

September 2023

📱Mobile Updates: 

iOS and Android 10.3.0

* New : Quick Actions UX Improvements.

* Fix : Maps links in custom fields don't open in Maps app (iOS).

* Fix : Activity History doesn't appear for some items for some users.

* Other bug fixes and stability improvements.

💻 Web Feature Enhancements and Updates: 

Web R93.0.0

* Other bug fixes and stability improvements.

Web R92.0.0

* Other bug fixes and stability improvements.

Web R91.0.0

* Other bug fixes and stability improvements.

Web R90.0.0

* New : Item Details UX Improvements

* New : Update Quantity in Bulk

* New : Multi-Account Access

* Other bug fixes and stability improvements.

August 2023

📱Mobile Updates: 

iOS and Android 10.2.1

* New : Item Details UX Improvements.

* New : Items Header UX Improvements.

* Other bug fixes and stability improvements.

iOS and Android 10.1.0

* New : Role Permissions : Support new permissions for Clone & Move operations for custom roles.
* Other bug fixes and stability improvements.

💻 Web Feature Enhancements and Updates: 

Web R88.0.0

* Other bug fixes and stability improvements.

Web R87.0.0

* Other bug fixes and stability improvements.

Web R86.0.1

* Other bug fixes and stability improvements.

Web R86.0.0

* Other bug fixes and stability improvements.

Web R85.0.0

* New : Role Permissions : Support new permissions for Clone & Move operations for custom roles.
* Other bug fixes and stability improvements.

July 2023

📱Mobile Updates: 

iOS and Android 10.0.3

* New : Mobile App now respects the web app's 12 & 24-hour format setting.
* Fix : Alert details screen does not display selected roles correctly.
* Other bug fixes and stability improvements.

💻 Web Feature Enhancements and Updates: 

Web R83.0.1 & Web R84.0.0

* Other bug fixes and stability improvements.

Web R83.0.0

* New : Slack Notifications for Quantity Changes.
* Other bug fixes and stability improvements.

June 2023

📱Mobile Updates: 

iOS and Android 10.0.2

* New : Improved ability to Add Item via Scan.
* Other bug fixes and stability improvements.

 

💻 Web Feature Enhancements and Updates: 

Web R82.0.0

* New - Added Move Reasons when moving items

Web R80.0.1

* Other bug fixes and stability improvements.

Web R80.0.0

* Other bug fixes and stability improvements.

Web R79.0.1

* Other bug fixes and stability improvements.

Web R79.0.0

* New - Webhooks enabled for All Enterprise customers

* Other bug fixes and stability improvements.

Web R78.0.1

* Other bug fixes and stability improvements.

Web R78.0.0
* Other bug fixes and stability improvements.

May 2023

📱Mobile Updates: 

iOS and Android 10.0.1

* Fix : Transaction Report does not show some entries.
* Other bug fixes and stability improvements.

💻 Web Feature Enhancements and Updates: 

Web R77.5.0

* New : Added a 'Search folders' field to the 'Edit/Invite User' modal. This lets users search for specific folders instead of having to scroll through many of them and allows them to simultaneously set permissions for multiple or individual folders.

* Bug fixes and stability improvements.

Web R77.4.0

* Bug fixes and stability improvements.

Web R77.3.0

* Bug fixes and stability improvements.

Web R77.2.0

* Bug fixes and stability improvements.

Web R77.1.0

* New : Slack Integration for Enterprise and Ultra Customers

* Bug fixes and stability improvements.

Web R77.0.0

* New : Role Permissions: Configure access to your inventory and enhance collaboration using customizable role permissions on the Enterprise plan. Control who can add, edit, or delete items and folders with role-based permissions.

* New : Custom Roles - Alerts: This feature allows an Enterprise user who has created a Custom Role using the Role Permissions module to be able to assign alerts to be sent to that new custom role. 

* New : Report Subscriptions: This feature allows an Enterprise user to have a custom report that has been created by the user to be automatically scheduled and emailed to the user on a daily/weekly/monthly basis.

* Update : 12 & 24-Hour Format: This feature introduces the ability to change the system time format to provide both 12 and 24-hour formats based on your preference. Changing the time format would affect the entire system (including alerts and reports).

📱Mobile Updates: 

iOS and Android 10.0.0

* New : Role Permissions: Assign Add/Edit & Delete permissions for folders and items separately using custom roles.
* Fix : Search issue where the app showed unmatched results for a specific keyword.
* Bug fixes and stability improvements.

April 2023

💻 Web Feature Enhancements and Updates: 

Web R76.1.0

* Update : Folder icon will show as empty in the List View when no items are in the folder

* Bug fixes and stability improvements.

Web R75.0.0

* New : Slack Integration (Enterprise only)

* Bug fixes and stability improvements.

Web R74.0.1

* Fix : Scrolling Issues

Web R74.0.0

* Bug fixes and stability improvements.

March 2023

💻 Web Feature Enhancements and Updates: 

Web R73.2.0, R73.3.0

* Bug fixes and stability improvements.

Web R73.1.0

* Bug fixes and stability improvements.

Web R73.0.0

* New : Custom Reports (Enterprise Plans)

* Update : Custom Fields UX Improvements

* Bug fixes and stability improvements.

Web R72.6.0

* Bug fixes and stability improvements.

 

📱Mobile Updates: 

Android 9.7.9

* New : Picker UX improvements.
* Fix : "Keep this item with 0 quantity" changes to "Ask me" each time phone gets locked and unlocked.
* Other bug fixes and stability improvements.

iOS 9.7.9

* Fix : "Keep this item with 0 quantity" changes to "Ask me" each time phone gets locked and unlocked.
* Other bug fixes and stability improvements.

February 2023

💻 Web Feature Enhancements and Updates:  R72.3.0, R72.4.0, R72.5.0

* Bug fixes and stability improvements.

 

📱Mobile Updates: 

Android 9.7.8

* New : Simplify Summarize Items view in Items list.
* Fix : Sync error while uploading changes to server.
* Fix : Rounding issue in total value stats in dashboard.
* Fix : Search issue with tags having dash/hyphen in the name.
* Other bug fixes and stability improvements.

iOS 9.7.8

* New : Simplify Summarize Items view in Items list.
* Fix : Rounding issue in total value stats in dashboard.
* Fix : Search issue with tags having dash/hyphen in the name.
* Other bug fixes and stability improvements.

January 2023

💻 Web Feature Enhancements and Updates: 

Web R71.0.0, R72.0.0, R72.1.0

* Fix : Bug fixes and stability improvements.

📱Mobile Updates: 

Android 9.7.7

* Fix : Crash while upgrading to a new app version.
* Other bug fixes and stability improvements.

iOS 9.7.7

* Fix : An inconsistent crash in Items screen for some users.
* Other bug fixes and stability improvements.

December 2022

💻 Web Feature Enhancements and Updates: 

Web R69.0.0, R70.0.0, R70.1.0, R70.1.1

* Alerts: Improved Alerts Flyout in Menu Bar

Sortly will now allow you to mark all notifications as read, removing them from the notification flyout. Seen or read alerts/notifications will still be visible on the main Notification page.

Alerts.gif

* Tags: Color-Coded Tags

Tags now feature a color-coded icon in the tags sidebar menu to indicate whether there are items within that tag:

  • A white tag with a gray outline indicates that the tag has been created, but there are no items associated with the tag.
  • A gray tag means that the tag exists and is associated with one or more items.
  • A red tag indicates the current tag a user is viewing.

mceclip0.png

*New Banners for Items and Folders

Items and folders now feature a banner, which helps indicate to other users that a new item/folder has been created and helps prevent the creation of duplicates.

Screen Shot 2023-01-23 at 1.10.43 PM

* Fix : Bug fixes and stability improvements.

 

📱Mobile Feature Enhancements and Updates: 

Android 9.7.6

* New : Capture reason & notes while deleting items & folders.
* Fix : Sync : App gets stuck at the first step of the sync and never completes sync.
* Other bug fixes and stability improvements.

iOS 9.7.6

* New : Capture reason & notes while deleting items & folders.
* Fix : Sync : App gets stuck at the first step of the sync and never completes sync.
* Fix : Sync : Some items do not appear in the app without a manual full sync.
* Fix : Search : Some of the items do not appear in search results inconsistently.
* Fix : Date picker issue around selecting today's already selected date.
* Other bug fixes and stability improvements.

 

November 2022

💻 Web Updates: 

Web R67.1.0, R67.1.1, R67.2.0, R67.3.0, R67.4.0, R68.0.0

* Fix : Bug fixes and stability improvements.

 

📱Mobile Feature Enhancements and Updates:

Android 9.7.5

* New : Add Item > QR / Barcodes UX Updates.
* Other bug fixes and stability improvements.

iOS 9.7.5

 *New : Add Item > QR / Barcodes UX Updates.
* Fix : An inconsistent crash in sync / search indexing.
* Fix : Some users see "Session Expired" screen frequently.
* Other bug fixes and stability improvements.

 

October 2022

💻 Web Feature Enhancements and Updates: 

Web 66.5.0

  • Alerts: Added "Below Min Level" Filter 

Web 66.6.0, 67.0.0, 67.1.0

  • Other bug fixes and stability improvements.

 

📱Mobile Feature Enhancements and Updates: 

iOS 9.7.4

  • Fix : Sync performance issues for large accounts with 50K+ items.
  • Fix : Search inconsistently failing to find an item.
  • Other bug fixes and stability improvements.

Android 9.7.4

  • Fix : App keeps asking for Photo Library access permission on Android 13.
  • Fix : Some users seeing Session Expired frequently.
  • Fix : Sync : Error popup appearing frequently in offline mode.
  • Fix : Sync : A duplicate item is created while saving a new item.
  • Fix : Sync : A cloned item is not synced even after completing the full sync.
  • Fix : 404 when you access a web link from custom field.
  • Other bug fixes and stability improvements.

September 2022

💻 Web Feature Enhancements: 

New Reason for Deletion Feature

Sortly will now ask the reason for deletion when you delete items and folders. There will be a menu dropdown of deletion reasons on the deletion screen and an option to add custom notes, too. This information will be reflected in activity-based transaction reports, so you can track why (and by whom) items were deleted.

Folder Permission Update

The folder permissions section of Sortly has improved search functionality. Folder permissions now displays a window showing users who have access to the folder—and allows you to “quick add” new users.

Tags Homepage Update

Tags1

The Tags home screen now looks and feels more consistent with the home screens in other sections of Sortly. Additionally, the improved search functionality allows you to “clear” your item search in one click.

New “Below Minimum Level” Filter in Reports

Sortly now has a “below minimum level” filter in activity-based (transaction) reports and low stock reports, allowing you to filter by items that have fallen below the set minimums.

📱Mobile Feature Enhancements: 

Streamlined Photo Selection

Photo Picker

The mobile app now features a simpler photo selection interface, allowing you to more easily select library or camera when uploading a photo to Sortly. The app now uses the operating system (iOS or Android) photo selector.

 

August 2022

Web 65.2.0

  • Labels > Added additional Thermal Printer options
  • Alerts > Once viewed, read alerts are moved to Notifications
  • Search > Tip box removed once three characters are entered when searching

Mobile

iOS 9.7.0 and 9.7.1

  • Reports > Move Summary Report.
  • Reports > Dashboard UX updates to have quick access to Reports.
  • Reports > Export allows label data to be exported.
  • Reports > Allow all Reports access to member users.
  • Sync > Syncing Item(s) preserves progress for already synced items.
  • Sync > Make upload photos/changes initial steps of the sync.
  • Sync > Changes done in the app are uploaded to the server on a higher priority than syncing items.
  • Sync > Photos are downloaded in parallel to sync and made available faster.
  • Sync > Performance improvements in Syncing Item(s) calls.
  • Other bug fixes and stability improvements.

Android 9.7.0 and 9.7.1

  • Reports > Move Summary Report / Dashboard UX updates / Allow access to member users.
  • Sync > Syncing Item(s) preserves progress for already synced items / Changes done in the app are uploaded to the server on a higher priority than syncing items / Photos are downloaded in parallel to sync and made available faster / Cloning is faster when cloning a folder with content.
  • Sync > Make upload photos/changes initial steps of the sync.
  • Sync > Performance improvements in Syncing Item(s) calls.
  • Other bug fixes and stability improvements.

July 2022

Web

  • Activity History Limitations Removed
  • Added the ability to Bulk Import using an XLSX filetype

Mobile

  • No new releases/enhancements

June 2022

Web

  • Added notifications in-app to alert users of any upcoming maintenance
  • Released new Move Summary Report

Mobile

  • Improved the ability to resume mobile sync after logging out
  • Downloaded photos now show in order

May 2022

Web

  • Added the ability to export a Quantity Change report
  • Made it easier to upload images to item details
  • Improved performance when downloading images

Mobile

  • Reports > Quantity Changes by Item.
  • Reports > Inventory Summary > allow access to member users.
  • Reports > Low Stock > allow access to member users.
  • Custom Fields > Dropdown > allow up to 250 options (previously 100).
  • Prevent unnecessary full sync for custom fields create, update & delete operations.
  • Simplified custom field delete confirmation alert to match with web app - no typing needed.

April 2022

Web

  • Added the ability for member-level users to view the Low Stock report
  • Increased the number of options for custom dropdown fields from 100 to 250
  • Improved performance when running reports
  • Improved speed of importing data from CSV files
  • Improved performance switching between Item Detail screens
  • Added the ability to export data from the Quantity Changes by Item report

Mobile

  • Improved how mobile devices sync with the database when devices go back online
  • Clarified messaging on the Catalog page when there are no items to be displayed
  • Improved performance when logging into mobile devices

March 2022

Web

  • Improved speed and loading times for the All Items and Catalog pages
  • Made performance improvements so that it is quicker to move items
  • Improved the performance of bulk imports
  • Added keyboard navigation
  • Removed the limit of 1,000 items for Low Stock and Inventory Summary reports

Mobile

  • We now notify you when the app cannot download data because the phone storage is full
  • Improved filter consistency to match the functionality of the desktop app
  • Improved how barcode scanning works to improve accuracy
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