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Move Administer Version 1524 Released

Move Administer version 0.0.0.1524 is officially released today. History of Changes (1518 to 1524) Move Administer Enquiries CHANGE: When entering a new enquiry and a matching prospect is found the source of enquiry is now set to the source of the enquiry provided of the prospect CHANGE: You can now import BAR Quick and Advanced […]

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Move Administer Version 1498 Released

Posted by Colin Wynn on Oct 4, 2014 in Move Administer, Product Update, Self Store Administer, Survey Administer

Move Administer version 0.0.0.1498 is officially released today. History of Changes (1489 to 1498) Move Administer Enquiries ADDITION: Created template to read Box-Move-Deliver enquiries from your Outlook, turning them into Internet Enquiries (please call if you want this enabled on your system) Reports FIX: The Day Book report now shows all Corporate Customer activity when […]

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Move Administer Version 1450 Released

Move AdministerMove Administer version 0.0.0.1450 is officially released today.

History of Changes (1445 to 1450)

Move Administer

Enquiries
ADDITION
: Internet Enquiry import template created for RightMove enquiries
ADDITION: Internet Enquiry import template created for IntlMovers enquiries

Quotations
CHANGE
: When importing Risk Hazards or Risk Recommendations into Risk Assessments it now imports paragraphs of text rather than a single line of text

Storage
ADDITION
: Container Security Seals (labels) can be printed with a unique seal number upon them (Avery label set L7171/J8171 required) from the Customer and Corporate Storage Browse and Containers Browse

Reports
CHANGE
: Email has been added to the Questionnaire List report (Reports -> Removals -> Questionnaire List)
ADDITION: Seal No column has been added to the Occupied Containers report (Reports -> Storage -> Occupied Containers)

Options
ADDITION
: Risk Hazards have been changed from a single entry field to a text box to allow for greater flexibility
ADDITION: Risk Recommendations have been changed from a single entry field to a text box to allow for greater flexibility
ADDITION: A Risk Hazards report has been added to the Risk Hazards browse (Tools -> Options -> Removals -> Risk Assessment -> Hazards)
ADDITION: A Risk Recommendations report has been added to the Risk Recommendations browse (Tools -> Options -> Removals -> Risk Assessment -> Recommendations)
ADDITION: You can now choose to print the Container Seal Numbers on invoices/credits (Tools -> Options -> Defaults -> Storage -> Invoice Tab)

Other
ADDITION
: Updated Agility Insurance document (21/11/2012)

Additional Modules

Crate Administer
CHANGE
: You can now finish a docket that has no crate activity, ideal for recording those collections where the crew returned with nothing but you still want to charge the client

Survey Administer
ADDITION
: Updated Agility Insurance document (21/11/2012)

Technical
TABLES
: StorageDefaults, ContainerOccupant, RiskHazard, RiskRecommendation

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Move Administer Version 1445 Released

Posted by Colin Wynn on Nov 13, 2012 in Crate Administer, Move Administer, Product Update, Survey Administer

Move Administer version 0.0.0.1445 is officially released today. History of Changes (1435 to 1445) Move Administer Quotations CHANGE: The crewsheet printed from browses for Hourly Quotations is now the Event Crewsheet rather than the Quotation Crewsheet as there is only ever a single event for an Hourly Quotation and the Quotation Crewsheet produces 2 pages […]

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Move Administer Version 1435 Released

Move Administer Move Administer version 0.0.0.1435 is officially released today.

History of Changes (1427 to 1435)

Move Administer

Other
FIX
: No more lock ups when only the ALT key is pressed when running under Windows7, it will now display the contents of the File menu
WORKAROUND: We have implemented a workaround for those with Clear Type turned (an option turned on by default in Windows Vista and Windows 7) on where we substitute the default font of ‘Tahoma’ to ‘MS Sans Serif’ for those fields that don’t display correctly. So, those who have turned Clear Type off can now turn it back on

Additional Modules

Archive Administer Lite
ADDITION
: You can now open the Corporate from Query Archive Dockets Browse
ADDITION: You can now open the Corporate from Query Archive Items Browse
ADDITION: You can now open the Corporate from Query Archive Contents Browse

Crate Administer
ADDITION
: You can now open the Corporate from Query Crate Dockets Browse

Self Storage Administer
ADDITION
: A new ‘Overlock’ report now exists which shows all non overlocked units where the occupant has a balance from the selected period (Reports -> Self Storage -> Overlock)

Survey Administer
FIX
: No more lock ups when only the ALT key is pressed when running under Windows7, it will now display the contents of the File menu
WORKAROUND: We have implemented a workaround for those with Clear Type turned on (an option turned on by default in Windows Vista and Windows 7) where we substitute the default font of ‘Tahoma’ to ‘MS Sans Serif’ for those fields that don’t display correctly. So, those who have turned Clear Type off can now turn it back on

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Move Administer Version 1414 Released

Posted by Colin Wynn on Jan 18, 2012 in Move Administer, Product Update, Survey Administer

Move Administer Move Administer version 0.0.0.1414 is officially released today.

History of Changes (1412 to 1414)

Move Administer

Quotations
ADDITION
: You can now import the enquiry items to move/notepad onto the instructions of an Hourly Quotation

Other
ADDITION
: An Agility Survey checkbox has been added to the General tab of the Inventory Wizard, which when checked enables a new Agility tab, ideal for those providing relocations to the MOD
ADDITION: When enabled (see above), a new Agility tab on the Inventory Wizard allows for the entry of the UBM number and two buttons allow you to respond to the Insurance and AU Authorisation Declarations
ADDITION: You can print Agility Insurance and Agility AU Authorisation Declarations from the Reports menu of the Inventory Wizard
ADDITION: You can print Agility Insurance and Agility AU Authorisation Declarations from the Actions menu of the Customer and Corporate Inventory Browses
ADDITION: New fields relating to the Agility changes within Survey Administer are now imported

Additional Modules

Survey Administer
ADDITION
: An Agility Survey checkbox has been added to the General tab of the Survey Wizard, which when checked enables a new Agility tab, ideal for those providing relocations to the MOD
ADDITION: When enabled (see above), a new Agility tab on the Survey Wizard allows for the entry of the UBM number and two buttons allow you to respond to the Insurance and AU Authorisation Declarations
ADDITION: You can print Agility Insurance and Agility AU Authorisation Declarations from the Reports menu of the Survey Wizard
ADDITION: You can print Agility Insurance and Agility AU Authorisation Declarations from the Reports menu of the Survey Browse
ADDITION: New fields relating to the Agility changes above are now exported to Move Administer

Technical
TABLES
: Inventory, SurveyAdminister

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Move Administer Version 1412 Released

Move AdministerMove Administer version 0.0.0.1412 is officially released today.

History of Changes (1407 to 1412)

Move Administer

Quotations
ADDITION
: Where applicable insured removers can now select between Indemnity or New for Old insurance cover on the Quotation Wizards

Storage
ADDITION
: Where applicable insured removers can now select between Indemnity or New for Old insurance cover on the Storage Wizards

Correspondence
ADDITION
: When selecting an invoice to generate as an attachment to an email an Outstanding column has been added to the browse to help identify those with an outstanding balance

Reports
ADDITION
: Removal Acceptances now allows you to select a List Order by Accepter, Creator or Surveyor (Reports -> Removals -> Acceptances)

Options
ADDITION
: You can now choose to have the Payee Reference automatically generated when creating a new Customer or Corporate on the General tab of the Accounting Defaults Wizard (Tools -> Options -> Defaults -> Accounting)
CHANGE: The Insurance Defaults Wizard now allows you to choose the default Cover offered of Indemnity or Old for New for insured removers

Other
ADDITION
: You can now mass print Prospect address labels onto Avery label layout 8160 from the Actions menu of the Prospects Browse

Technical
TABLES
: ArchiveDefaults, ArchiveService, AccountingDefaults, SurveyAdminister, InsuranceDefaults, Storage, SelfStorage, Quotation

Additional Modules

Archive Administer Lite
ADDITION
: You can now provide a heading to print when printing additional docket prompts on a docket (Tools -> Options -> Defaults -> Archive -> Dockets Tab)
ADDITION: You can now select to print the additional docket prompts after the Customer Declaration section on a docket (Tools -> Options -> Defaults -> Archive -> Dockets Tab)
FIX: Docket Prompts now print on dockets
CHANGE: The Warehouse Returns and Retrieval Dockets now don’t allow information for items to be split over two pages
ADDITION: You can now print Warehouse Returns and Retrieval Dockets from the Event Diary
CHANGE: The Activity report is now based upon Response Date and not Request Date and the Response Date is printed with the docket totals (Reports -> Archive Storage -> Activity)
ADDITION: You can now provide services that you offer, such as Same Day, Express, Standard, etc. Please note: You will need to add a N/A option as Service on all previous Dockets will be set to this value, but if you don’t want it printed leave the Print on docket checkbox unchecked (Tools -> Options -> Archive Storage -> Services)
ADDITION: You can now store a default service on the Dockets tab of the Archive Defaults Wizard which is used when creating new dockets (Tools -> Options -> Defaults -> Archive)
ADDITION: A new Destruction tab has been added to the Archive Defaults Wizard that allows you to provide a standard declaration which can be imported when creating an Archive Docket for Destruction (Tools -> Options -> Defaults -> Archive)
ADDITION: Service has been added to the Request tab of the Archive Docket Wizard
ADDITION: Service and Destruction columns have been added to the Query Archive Dockets Browse (Tools -> Query -> Archive Storage -> Dockets)
ADDITION: Service and Destruction columns have been added to the Archive Docket Browse of the Event Diary
ADDITION: Service and Destruction columns have been added to the Archive Docket Browse for Customers
ADDITION: Service now prints below the heading on an Archive Docket
ADDITION: Service column has been added to the Uncompleted Dockets report
ADDITION: Service has been added to the Activity reports
ADDITION: Service has been added to the Warehouse reports
ADDITION: You can now print an Archive Docket from Query Archive Dockets
ADDITION: A Destruction checkbox has been added to the General tab of the Archive Docket Wizard
CHANGE: Archive Dockets can now handle Destructions
ADDITION: You can now import the Destruction Declaration from the Archive Defaults onto the Instructions tab of the Archive Docket Wizard
ADDITION: Destroyed column has been added to the Archive Items Browse
ADDITION: Destruction Review and Destroyed columns have been added to the Archive Contents Browse
ADDITION: Destroyed column has been added to the Query Archive Items Browse
ADDITION: Destruction Review and Destroyed columns have been added to the Query Archive Contents Browse
ADDITION: You can now print a Certificate of Destruction from the Customer Archive Docket Browse
ADDITION: You can now print a Certificate of Destruction from the Query Archive Dockets Browse
FIX: Printing Archive Dockets on Mass from the Event Diary now prints the instructions per docket rather than repeating the instructions from the first!
FIX: Printing Warehouse Retrievals and Returns from the Event Diary now prints the correct Customer/Corporate information

Crate Administer
CHANGE
: When creating a Delivery on a Crate Docket if the hire charge is zero a warning message is now displayed
ADDITION: You can now print a Crate Docket from Query Crate Dockets
FIX: Query Crate Dockets Browse wasn’t showing the results from a Query
FIX: Printing Crate Dockets on Mass from the Event Diary now prints the instructions per docket rather than repeating the instructions from the first!

Self Storage Administer
ADDITION
: Where applicable insured removers can now select between Indemnity or New for Old insurance cover on the Self Storage Wizards

Shipping Administer Lite
ADDITION
: Where applicable insured removers can now select between Indemnity or New for Old insurance cover on the Quotation Wizards

Survey Administer
ADDITION
: The Quotation tab of the Survey Wizard now allows you to select between Indemnity or New for Old insurance cover, ideally for the insured removers

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Synchronising Move Administer & Survey Administer with Dropbox

Posted by Colin Wynn on Mar 18, 2011 in Move Administer, Survey Administer

DropboxChanges have been made to Move Administer to allow the synchronisation of data between itself and Survey Administer via the ever popular service provided by Dropbox.

Using Dropbox allows synchronisation between the systems while away from the office and is much easier than emailing the data. Once a file has been synchronised the user(s) are instantly notified by the installed Dropbox application.

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Move Administer Version 1306 Released

Posted by Colin Wynn on Dec 13, 2010 in Move Administer, Product Update, Self Store Administer, Survey Administer

Move AdministerMove Administer version 0.0.0.1306 is officially released today.

History of Changes (1300 to 1306)

Move Administer

Quotations
ADDITION:
Costing column has been added to the Event Browse of the Event Diary, which unfortunately means any customisation of the browse will be lost and will need to be setup again – apologies for the inconvenience

Storage
FIX:
When accepting the Storage element of a Quotation if the date storage started is automatically set to be in advance of the number of days into the month to force the next month then ‘invoice at least a full month’s storage’ is now automatically checked

Accounts
ADDITION:
The VAT Rate Adjustments is now called VAT/IPT Rate Adjustments and handles the forthcoming IPT increase as well at the VAT increase on January 4th, 2011
CHANGE: Wording change to the Direct Debit Guarantee on all Direct Debit Instructions

Reports
ADDITION:
The Day Book Criteria window now allows you to have the report include Corporates (default), exclude Corporates or only show Corporates
ADDITION: The Day Book Report (Reports -> Accounting -> Day Book) now shows Corporate transactions depending on the above setting
ADDITION: The Payments Criteria window now allows you to have the report include Corporates (default), exclude Corporates or only show Corporates
ADDITION: The Payments Report (Reports -> Accounting -> Payments) now shows Corporate transactions depending on the above setting

Options
ADDITION:
You can now set the default product type to be used when entering new Enquires (Tools -> Options -> Defaults -> System -> Enquiry tab)
ADDITION: You can now choose to turn off matching customers when entering new prospect addresses (Tools -> Options -> Defaults -> System -> Prospecting tab)
ADDITION: You can now choose to print 21 Identity Labels to a page, albeit without a barcode (Tools -> Options -> Defaults -> System -> Identity Labels tab)
CHANGE: Default Quotation Sales Codes have moved from the Accounting Defaults Wizard to the Trading Company Wizard to be trading company specific (Tools -> Options -> Defaults -> Trading Companies -> Open -> Quotation tab)
CHANGE: Default Payment Terms have moved from the Accounting Defaults Wizard to the Trading Company Wizard to be trading company specific (Tools -> Options -> Defaults -> Trading Companies -> Open -> Payment Terms tab)
CHANGE: Free Text Payment Term has moved from the Payment Terms tab to the Balance tab of the Accounting Defaults Wizard (Tools -> Options -> Defaults -> Accounting)
ADDITION: You can now set the number of working days in advance to collect payment by Direct Debit on the Bank tab of the Trading Company
REMOVED: Payment Terms tab from the Accounting Defaults Wizard
REMOVED: Quotation tab from the Accounting Defaults Wizard

Other
ADDITION:
Material and Equipment Destination is now included when importing surveys from Survey Administer
ADDITION: Archive Storage has been added to the Actions menu of the Customer form
ADDITION: Archive Storage has been added to the Reports menu
NOTE: Big changes to the Inventory side, please read the Survey Administer section below

Technical
TABLES:
Trader, SystemDefaults, Trader, InventoryMaterial, InventoryEquipment

Additional Modules

Self Storage Administer
FIX:
When accepting a Self Storage Quotation if the date storage started is automatically set to be in advance of the number of days into the month to force the next month then ‘invoice at least a full month’s storage’ is now automatically checked

Survey Administer
NOTE:
Big change to the inventory as you now have a Destination option on the Inventory Browse itself which allows you to predefine the destination of the highlighted Item/Material/Equipment being added. If you choose to Increase the quantity of an Item/Material/Equipment already with a quantity and destination then should the destination chosen on the Browse be different the selected Item/Material/Equipment is copied to a new Item/Material/Equipment but to the chosen destination. If you choose to Open or Decrease the quantity of an Item/Material/Equipment then the highlighted Item/Material/Equipment is Opened/Decreased. What this allows is one inventory of items regardless of the destination of the item
ADDITION: Destination options added to the bottom left of the Inventory Browse
ADDITION: Destination field added to the Material Form
ADDITION: Destination field added to the Equipment Form
CHANGE: Inventory Items report now only shows the Materials and Equipment for the chosen destination
ADDITION: Material Requirements report now asks for the destination
ADDITION: Equipment Requirements report now asks for the destination
ADDITION: Material and Equipment Destination is now included when exporting surveys to Move Administer

Technical
TABLES:
InventoryMaterial, InventoryEquipment

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Move Administer Version 1300 Released

Posted by Colin Wynn on Nov 17, 2010 in Move Administer, Product Update, Survey Administer

Move AdministerMove Administer version 0.0.0.1300 is officially released today.

History of Changes (1287 to 1300)

Move Administer

Enquiries
FIX:
Email headers and footer images are working again now on Internet and Baggage Enquiry Emails

Appointments
ADDITION:
Origin Property column has been added to the Appointment Diary browse, which unfortunately means any customisation of the browse will be lost and will need setting again – apologies for the inconvenience
CHANGE: Should an appointment have a status of Cancelled or Postponed the Time From, Time To and Status columns will show in red

Quotations
CHANGE:
When importing an enquiry into a quotation, if the appointment found is older than 2 weeks, in the future or not confirmed then it is ignored and the last enquiry for the customer is used and not therefore the enquiry linked to the appointment
ADDITION: When importing Survey Notes into the Instructions within the Event Wizard you now have the option to import the Included and Excluded Options

Accounts
ADDITION:
VAT Rate Adjustments has returned to the Tools menu ready for the January 4th VAT rate change

Reports
ADDITION:
Added Nett figures to the Enquiry Source Statistics report (Reports -> Removals -> Enquiry Source Statistics), however these are only for the quoted nett for all products except Storage and Self Storage and do not include Additional Services
ADDITION: You can now choose to print the Planning details from the Quotation on the Inventory of Items, if a Quotation has been linked to the Inventory
ADDITION: You can now choose to print the weight of the total inventory on the Inventory of Items

Options
ADDITION:
You can now set the default value of Survey Required for Customer Enquiries on the Enquiry tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System)
ADDITION: You can now set the default value of Overrule Nett for Quotations on the General tab of the Removal Defaults Wizard (Tools -> Options -> Defaults -> Removals)

Other
ADDITION:
You can now import addresses from a generic CSV (comma separated variables) file into the Prospect Database from the Actions menu of the Prospect Browse. The layout of the file must be SALUTATION, STREET1, STREET2, STREET3, TOWN, COUNTY, POSTALCODE
CHANGE: When deleting a Repository Document before the physical file is removed from your hard disk it will check to see if it’s references by another Customer/Corporate and if so it will not delete the physical file
ADDITION: Planning dates are now imported from Survey Administer
ADDITION: A new security door that grants/denies access to setting Credit Limits on Customers and Corporates

Technical
TABLES:
RemovalDefaults, SystemDefaults, CustomerAttachment, CorporateAttachment

Additional Modules

Survey Administer
ADDITION:
There is now a Planning tab that allows you to provide dates applicable to the removal
ADDITION: Planning dates are now exported to Move Administer
ADDITION: You can now choose to print the Planning details from the Survey on the Inventory of Items
ADDITION: You can now choose to print the weight of the total inventory on the Inventory of Items

Technical
TABLES:
SurveyAdminister

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