For multi-location shops with customer data sharing enabled, searching for a customer created in a different location will no longer switch shops and open that user in the original shop location. Instead, searching for that customer will just open a view only version of the customer and you can create a new estimate for that customer in your location.
In complex organizations where HQ is only enabled for the top-level company, the shop switcher now makes it much easier to jump to a lower level location and then directly back to HQ. Previously, HQ users in this scenario had to switch to the top-level company, and then to HQ.
April 15, 2025
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