Move Administer Version 1045 Released
Move Administer version 0.0.0.1045 is officially released today.
History of Changes (1033 to 1045)
Move Administer
Accounts
CHANGE: When entering a payment the Import Outstanding Balance is now controlled within the Security of User Administer
Correspondence
CHANGE: When emailing a Standing Order Mandate or a Card Mandate, should a link exist to a Storage/Self Storage job then the monthly rates are automatically calculated from the linked Storage/Self Storage job and displayed on the criteria window
Options
ADDITION: Self Storage has been added as a product to the Survey options
ADDITION: Self Storage Cover Offered has been added to the Cover tab of the Insurance Defaults Wizard
Other
CHANGE: Query menu has been reorganised and split into sections (Tools -> Query)
ADDITION: A new Comments tab has been added to the Inventory Wizard that allows Inventory Comments to be entered
ADDITION: When printing an Inventory, Comments is now a checkbox option on the Inventory Criteria Window
ADDITION: Inventory Comments are now imported from Survey Administer
CHANGE: Worksheet Wizard reformatted to fit 800×600 screen resolution
ADDITION: When opening up a Follow-Up Reminder you can now choose to snooze the reminder by 5/10/15/30 minutes, 1/2/4/8 hours, 0.5/1/2/3/4 days, ½ weeks; or dismiss the reminder altogether
ADDITION: Snooze options together with Snooze and Dismiss buttons have been added to the Follow-Up Reminders browse
ADDITION: When running a Mass Rejection on any of the Query Quotation Browses, you can now choose to add a note to the Customer’s notepad
Technical
TABLES: InsuranceDefaults, StorageDefaults, Inventory
SECURITY: New Import Outstanding Balance option within Accounts
Additional Modules
Self Storage Administer
FIX: Wizard tabs showing Weekly Rates have now been changed to Monthly Rates
ADDITION: Quotation tab has been added to the Self Storage Quotation Wizard, allowing included and excluded options to be typed and/or imported
ADDITION: Monthly Rates report (Reports -> Self Storage -> Monthly Rates)
ADDITION: Valuation of Goods report (Reports -> Self Storage -> Valuation of Goods)
ADDITION: Unoccupied Units report (Reports -> Self Storage -> Unoccupied Units)
ADDITION: An Import button has been added to the Identification tab of the Self Storage Wizard that imports the most common Identification Methods set in Options (Tools -> Options -> Self Storage -> Identification Methods)
Shipping Administer
ADDITION: VAT Code has been added to Quotation tab of the Trade Quotation Wizard
CHANGE: Trade Quotations only print + VAT next to the charge if the VAT code is set to the default VAT code
ADDITION: VAT Code, Description of VAT Code and VAT Rate (%) columns have been added to the Query Trade Browse
ADDITION: On the Consignments tab of the Manifest Wizard you can now assign the Master Shipper for the Manifest Bill of Laden by pressing the BOL Master button when the correct Consignment is highlighted
CHANGE: When printing a Manifest Bill of Laden, should a Master Shipper be assigned for the Manifest, then the Origin Agent is the Name of the Master Shipper with a C/O the Origin Agent
Survey Administer
FIX: MSN Mapping now works again
CHANGE: The ‘Extended cover’ checkbox on the Quotation tab of the Survey Wizard has been replaced with ‘Cover offered’, providing a choice of Limited, Standard and Extended
ADDITION: A new Comments tab has been added to the Survey Wizard that allows Inventory Comments to be entered
ADDITION: When printing an Inventory, Comments is now a checkbox option on the Inventory Criteria Window
ADDITION: Inventory Comments are now exported to Move Administer
Technical
TABLES: SurveyAdminister, Manifest, Consignment, Trade, SelfStorageDefaults
Move Administer Version 1033 Released
Move Administer version 0.0.0.1033 is officially released today.
History of Changes (1025 to 1033)
Move Administer
Customer
ADDITION: You can now change the chosen trading company of a customer by selecting ‘Change Trading Company’ from the Actions menu of the Customer Browse. But only if there is NO accounting activity for the Customer AND the Customer is not a Corporate Customer
Storage
ADDITION: When performing the Storage Invoice Run, the Criteria Window now asks for the invoice date (which always defaults to today’s date), which means that you can perform your invoice run before or after the start of the month ensuring that your invoices are dated the 1st, for example
Correspondence
CHANGE: You can now send an SMS greater than 160 characters, although we have presently limited this to 640 – PLEASE NOTE: You will be charged based on 160 characters per text, although your text message will arrive as one message, although this is phone dependant
ADDITION: You can now insert mail merge tokens in to SMS correspondence, perform a mail merge and link a Customer Appointment
ADDITION: A Notification checkbox has been added to the SMS correspondence form that when checked will request a status notification from Boom-SMS, which is sent to the email address of the creator
Reports
FIX: The Grand Total page on the Day Book report now totals for all Trading Companies correctly, rather than just the first 5
FIX: The Uninvoiced Acceptances now no longer lists European or International Quotations that are Accepted but the Marine insurance is Unaccepted
Options
ADDITION: On the Stationery tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System) you can now set the default letter type face and font size, but this is only used when creating new letters
ADDITION: On the Stationery tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System) you can now set the default email (HTML) type face to be used when creating HTML emails
REMOVED: The SMS tab has been removed from the System Defaults Wizard
ADDITION: A new SMS tab has been added to the Trader Wizard (Tools -> Options -> Defaults -> Trading Companies) to allow the SMS service to be trading company specific rather than globally
ADDITION: A new Appointment SMS tab has been added to the Trader Wizard (Tools -> Options -> Defaults -> Trading Companies) which allows you to select the default appointment SMS templates to use for each product
CHANGE: SMS Templates can now be up to 640 characters long
ADDITION: SMS Templates can now contain mail merge tokens
Other
ADDITION: You can now Query the Email Log (Tools -> Email Log)
ADDITION: You can now Query the SMS Log (Tools -> SMS Log)
ADDITION: Claims has been added to the Actions menu of the Agents Form, and when selected shows all Claims where the Agent has been assigned as the Insurance Broker. Please note that this is only available for Agents that are set as Insurance Agents
ADDITION: You can Query Agent Claims
REMOVED: You can no longer SMS Agent Contacts, until we overhaul this section in the coming months
FIX: Follow-ups now longer stop reminding you of any pending follow-ups when a follow-up is created with no reminder date and time, apologies
Technical
DATA TABLE CHANGES: SystemDefaults, Claim, Trader
Additional Modules
Self Storage Administer
ADDITION: Self Storage Licence is now an option in the Generate PDF list when creating Email Correspondence
Shipping Administer
ADDITION: European Consignments has been added to the Actions menu of the Agents Form, and when selected shows all European Consignments where the Agent has been assigned as the Origin Agent. Please note that this is only available for Agents that are set as Domestic Agents
ADDITION: You can Query Agent European Consignments
ADDITION: International Consignments (Origin) has been added to the Actions menu of the Agents Form, and when selected shows all International Consignments where the Agent has been assigned as the Origin Agent. Please note that this is only available for Agents that are set as International Agents
ADDITION: International Consignments (Destination) has been added to the Actions menu of the Agents Form, and when selected shows all International Consignments where the Agent has been assigned as the Destination Agent. Please note that this is only available for Agents that are set as International Agents
ADDITION: International Consignments (Transit) has been added to the Actions menu of the Agents Form, and when selected shows all International Consignments where the Agent has been assigned as the Transit Agent. Please note that this is only available for Agents that are set as Transit Agents
ADDITION: You can Query Agent International Consignments
Move Administer Version 1025 Released
Move Administer version 0.0.0.1025 is officially released today.
History of Changes (1001 to 1025)
Move Administer
Quotations
ADDITION: Mass Reject Quotations has been added to the Actions menu of each of the Query Quotation Browses, which enables mass rejection of unaccepted quotations
ADDITION: Identity labels can be print 8, 10 or 14 labels per page, depending on the option selected in the System Defaults, together with a barcode!
Storage
CHANGE: Internal changes have been made to the Storage Invoice Run section, which has shown a significant speed increase on networked systems
FIX: When invoicing the next period of a storage job or changing the invoicing frequency of a storage job, the correct email template is used if the storage job is set to email the invoice
Accounts
CHANGE: The Customer ID can form part of the invoice/credit body when producing corporate customer invoices/credits
Correspondence
ADDITION: Many new mail merge tokens have been added due to recent updates.
FIX: When previewing letters, the first page of a multi page letter now previews correctly
Reports
ADDITION: Creator Conversion Statistics report (Reports -> Removals -> Creator Conversion Statistics) has been added to the removals section of the reports menu that shows the conversion statistics based on creator
ADDITION: Creator/Category Conversion Statistics report (Reports -> Removals -> Creator/Category Conversion Statistics) has been added to the removals section of the reports menu that shows the conversion statistics based on creator but then split into categories
ADDITION: Weekly Rates report (Reports -> Storage -> Weekly Rates) has been added to the storage section of the reports menu that shows your current weekly rates
ADDITION: Various new security privileges have been added due to the new reports in this and previous updates
Options
ADDITION: On the General tab of the Accounting Defaults Wizard (Tools -> Options -> Defaults -> Accounting) you now have the option to print the Customer ID on corporate customer invoices/details
ADDITION: A new Identity Labels tab has been added to the System Defaults Wizard (Tools -> Options -> Defaults -> System) that allows you to select one of three Avery label templates, the type of barcode symbology to print and whether to use the Customer ID as the unique identifier on the barcode
ADDITION: On the Company tab of the Trading Company Wizard (Tools -> Options -> Defaults -> Trading Companies) you now have the option of supplying a Label ID which is used when printing unique barcode on the identity labels
FIX: Print Sales Text Options (Tools -> Options -> Accounting -> Sales Text -> Actions) on the Sales Text Browse now works correctly
Technical
DATA TABLE CHANGES: AccountingDefaults, Storage, SystemDefaults, Trader
CHANGE: Compiled using version 6.3.9058 of Clarion
Additional Modules
Self Storage Administer
NOTE: Many additions and changes as this module is coming to the end of it’s development
Shipping Administer
ADDITION: Destination Country Conversion Statistics report (Reports -> Removals -> Destination Country Conversion Statistics) has been added to the removals section of the reports menu that shows the conversion statistics based on the country of destination
ADDITION: A new Request tab now exists on the Consignment Wizard, but only when the consignment is classes as an import
ADDITION: An Import Manifest can be printed from the Actions menu of the Manifest Browse
ADDITION: A Container Turnout Sheet can be printed from the Actions menu of the Manifest Browse
ADDITION: A Request To Bond Form can be printed from the Actions menu of the Consignment Browse and Query International Consignments Browse
ADDITION: A Request To Clear Form can be printed from the Actions menu of the Consignment Browse and Query International Consignments Browse
ADDITION: A Container Turnout Sheet can be printed from the Actions menu of the Consignment Browse and Query International Consignments Browse
CHANGE: Container ID on the Consignment Wizard field has increased in length to 40 characters (all stationery containing this field has been modified too)
CHANGE: Container ID on the Manifest Wizard field has increased in length to 40 characters (all stationery containing this field has been modified too)
FIX: Export Manifests now print using the correct layout again
Technical
DATA TABLE CHANGES: Consignment, Manifest, UnitOccupant (new), UnitHistory (new), SelfStorageDefaults (new), SelfStorage (new), SelfStorageAccess (new), SelfStorageIdentification (new), CustomerCorrespondence, CorporateCorrespondence
Move Administer Version 1001 Released
Move Administer version 0.0.0.1001 is officially released today.
History of Changes (979 to 1001)
CHANGE: Direct Debit Instructions now use the Trader’s address and not the Licensee’s address
FIX: Warning Message no longer exists for those not producing appointment letters
ADDITION: New fields added to the Consignment table (Consignment table changed)
ADDITION: New fields added to the Manifest table (Manifest table changed)
ADDITION: ‘Print care of agent’ checkboxes have been added to the Origin and Destination tabs of an International Consignment, and when checked will print the Owner’s Name c/o the Agent in the Origin Agent and/or Destination Agent section on a Bill of Lading
CHANGE: The General tab on the Manifest Wizard has been renamed to Manifest
ADDITION: Vehicle tab has been added to the Manifest Wizard
ADDITION: Transit tab has been added to the Manifest Wizard
ADDITION: ‘Agent’, ‘Contact’ and ‘Reference’ have been added to the Origin tab of the Manifest Wizard
ADDITION: ‘Consignee’ and ‘Type of Goods’ have been added to the Manifest tab of the Manifest Wizard
ADDITION: ‘Type’ (transit) has been added to the Transit tab of the Manifest Wizard
ADDITION: You can now print a Manifest Bill of Lading from the Manifest Browse
ADDITION: Transit Type, Origin Agent and Origin Agent Reference columns now show on the Manifest Browse
CHANGE: Update Consignments on the Manifest Wizard now updates the Origin Agent, Origin Agent Contact, Origin Agent Reference, Transit Type for all assigned Consignments – It will not however update Type of Goods or Vehicle details
ADDITION: Gross Weight totals are now calculated on the Consignments tab of the Manifest Wizard
ADDITION: New Identification table created (Identification table created)
ADDITION: New Relationship table created (Relationship table created)
ADDITION: New DistanceBand table created (DistanceBand table created)
ADDITION: New StorageReason table created (StorageReason table created)
ADDITION: The Self Storage Options menu (Tools -> Options -> Self Storage) now provides access to Distance Bands, Reasons for Storage, Identification Methods and Relationships
ADDITION: Seasonal Variances for 2008 is available for import (Tools -> Options -> Removals -> Costings -> Seasonal Variances -> Actions -> Import Seasonal Variances)
CHANGED: Financial fields removed from the Unit table (Unit table changed)
CHANGE: The Unit Form has been converted to a Wizard (Tools -> Options -> Self Storage -> Units -> Open)
ADDITION: Self Storage is now a product option on the Enquiry Wizard
ADDITION: Self Storage now has it’s own tab on the Enquiry Wizard
ADDITION: Follow Up report now prints the Customer’s email address
CHANGE: Enquiry Sheets now cater for Self Storage enquiries
CHANGE: Query Enquiries has been completely redesigned and now allows you to query All or Inland, European, International, Commercial, Part Load, Storage, Self Storage – Queries are setup per product but the Export Wizard is generic across all product types, giving access to all fields from the Enquiry table
CHANGE: Query Quotations has been completely redesigned and now allows you to query All or Inland, Hourly, European, International, Trade, Commercial, Storage, Self Storage – Queries are setup per product but the Export Wizard is generic across all product types, giving access to all fields from the Quotation table
ADDITION: New fields added to the QuotationStorage table (QuotationStorage table changed)
ADDITION: Enquiry Source Statistics report is now available from the Reports menu (Reports -> Removals -> Enquiry Source Statistics) and shows your quoted conversion statistics based on the enquiry source
ADDITION: ‘Our Ref:’ together with the Customer ID is now printed against each consignment on a Manifest
ADDITION: New field added to the SystemDefaults table (SystemDefaults table changed)
ADDITION: New ‘Use Google Maps’ checkbox added to the General tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System) which when checked will use Google Maps rather than MSN Live Maps
CHANGE: Address and Journey Mapping window can now show the map using Google Maps
ADDITION: The Actions menu now shows ‘Use Google Maps’ when showing a map using MSN Live Maps and ‘Use MSN Live Maps’ when showing a map using Google Maps
ADDITION: New field added to the RemovalDefaults table (RemovalDefaults table changed)
ADDITION: New ‘Import Directions’ checkbox added to the General tab of the Removal Defaults Wizard (Tools -> Options -> Defaults -> Removals) which when checked imported the directions into the scheduling requirements of a quotation (which is what it used to do by default but can now be turned off)
CHANGE: When importing an enquiry the scheduling requirements will only be set to the appointment directions if the above checkbox is ticked
ADDITION: New field added to the InsuranceDefaults table (InsuranceDefaults table changed)
CHANGE: The ‘Extended’ checkbox on the General tab of the Insurance Defaults Wizard (Tools -> Options -> Defaults -> Insurance) has been replaced with ‘Cover offered’, providing a choice of Limited, Standard and Extended
ADDITION: New field added to the Quotation table (Quotation table changed)
CHANGE: The ‘Extended’ checkbox on the Miscellaneous tab of Quotations has been replaced with ‘Cover offered’, providing a choice of Limited, Standard and Extended
CHANGE: Regrettably, due to the number of controls on the European Quotation Wizard we have had to remove the Competitor section from the Miscellaneous tab – apologies for this, hopefully we can bring these fields back to this Wizard in 2008
ADDITION: ‘Type’ has been replaced by ‘Layout’ on the Manifest tab of the Manifest Wizard
ADDITION: ‘Import’ checkbox has been added to the Manifest tab of the Manifest Wizard
ADDITION: ‘Type’ column has been to the Manifest Browse
ADDITION: When printing a Manifest from the Manifest Browse import Manifests now produce a different layout to export Manifests
ADDITION: ‘Import’ checkbox has been added to the General tab of the European Consignment Wizard
ADDITION: ‘Import’ checkbox has been added to the General tab of the International Consignment Wizard
ADDITION: ‘Cleared’ has been added to the port section of the Destination tab of the International Consignment Wizard, but only appears if the consignment is an import
ADDITION: ‘C3 sent’ and ‘C3 received’ fields have been added to the Owner tab of the International Consignment Wizard, but only appear if the consignment is an import
CHANGE: ‘Estimated pickup’ and ‘Actual pickup’ fields are no longer available on the Origin tab of the International Consignment Wizard if the consignment is an import
CHANGE: Origin Contact tab is not provided on the International Consignment Wizard if the consignment is an import
ADDITION: ‘Type’ column has been added to European Consignment Browse
ADDITION: ‘Type’ column has been added to International Consignment Browse
ADDITION: ‘Type’ and ‘Customer ID’ columns have been added to Query European Consignments Browse
CHANGE: You can now sort and locate European Consignments on the ‘Customer ID’, ‘Name’, ‘Company’ and ‘Corporate Company’ columns on the Query European Consignments Browse
ADDITION: ‘Type’ and ‘Customer ID’ columns have been added to Query International Consignments Browse
CHANGE: You can now sort and locate International Consignments on the ‘Customer ID’, ‘Name’, ‘Company’ and ‘Corporate Company’ columns on the Query International Consignments Browse
ADDITION: New field added to the SurveyAdminister table (SurveyAdminister table changed )
ADDITION: New field added to the Storage table (Storage table changed )
CHANGE: The ‘Extended’ checkbox on the General tab of the Storage Wizard has been replaced with ‘Cover offered’, providing a choice of Limited, Standard and Extended
CHANGE: The ‘Extended’ column has been replaced with the ‘Cover’ column on the Query Storage Browse
ADDITION: ‘Category’ and ‘Description of Category’ columns have been added to the Customer Storage Browse
ADDITION: ‘Category’ and ‘Description of Category’ columns have been added to the Corporate Storage Browse
CHANGE: You can now email attachments even when the PDF generation is set to None
ADDITION: New field added to the AccountingDefaults table (AccountingDefaults table changed)
ADDITION: ‘Display aged debt for corporate customers’ checkbox had been added to the Aged Debting tab of the Accounting Defaults Wizard (Tools -> Options -> Defaults -> Accounting)
CHANGE: When viewing the accounting activity for a corporate customer the aged debt analysis and balance is displayed if the above checkbox is ticked
CHANGE: System Information now displays whether you are running in XP’s Themed mode or Windows Classic mode in the Video section
ADDITION: We believe that the theming of various window controls (in order to make our applications sexy :)), has caused systems to freeze when closing windows. You can turn this option off within Move Administer by selecting ‘Turn Theming Off’ on the Actions menu of System Information (Help -> System Information). You can of course turn this back on again by selecting ‘Turn Theming On’ from the same Actions menu – Please Note: This option only effects the theming of window controls within Move Administer
ADDITION: New security doors available for the new features added
Move Administer Version 979 Released
Move Administer version 0.0.0.979 is officially released today.
History of Changes (972 to 979)
CHANGE: Section 3.1.2 of the Standard Terms & Conditions is now in bold typeface
CHANGE: Slight internal modification to the Archive Customers process
ADDITION: Additional GIT Cover, Additional GIT Rate and Total fields have been added to the Goods In Transit tab of the European Quotation Wizard, but only if you are declared liability
ADDITION: Additional GIT Cover, Additional GIT Rate and Total fields have been added to the Goods In Transit tab of the European Quotation Acceptance Wizard, but if you are declared liability – Please note that these values do NOT appear on the generated removal invoice
ADDITION: Goods In Transit tab added to the International Quotation Wizard and International Quotation Acceptance Wizard, but only if you are declared liability
ADDITION: Additional GIT Cover, Additional GIT Rate and Total fields have been added to the Goods In Transit tab of the International Quotation Wizard, but only if you are declared liability
ADDITION: Additional GIT Cover, Additional GIT Rate and Total fields have been added to the Goods In Transit tab of the International Quotation Acceptance Wizard, but if you are declared liability – Please note that these values do NOT automatically appear on the generated removal invoice
ADDITION: New field added to the SystemDefaults table (SystemDefaults table changed)
ADDITION: New fields added to the Trader table (Trader table changed)
ADDITION: ‘Email confirmation of appointments’ checkbox has been added to the Appointment Diary tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System), which when selected will ask the user if a confirmation email of the appointment made be sent, but only if an appointment email template has been set up for the chosen trader (see below) and an email address has been taken for the customer during the entry of the enquiry
CHANGE: The Appointment tab on the Trader Wizard has now been renamed Appointment Letter
ADDITION: New Appointment Email tab is now available on the Trader Wizard, containing product specific fields that enable emailing confirmation of appointments, together with attachment options, ideal for emailing brochures introducing your company and it’s services
ADDITION: Once an appointment has been made, you can now email confirmation of the appointment. Please note that the customer must have an email address, and certain defaults (see above) must be set
ADDITION: New fields added to the SurveyAdminister table (SurveyAdminister table changed)
CHANGE: When exporting surveys to Survey Administer, ‘Other email’ and ‘Skype’ fields are now exported too
CHANGE: When importing surveys from Survey Administer, ‘Other email’ and ‘Skype’ fields are now imported too
ADDITION: New fields added to the Consignment table (Consignment table changed)
ADDITION: ‘D.O.B.’ and ‘Passport number’ fields have been added to the Owner tab of the International Consignment Wizard
ADDITION: ‘D.O.B.’ and ‘Passport number’ fields have been added to the Owner tab of the European Consignment Wizard
FIX: Destination Agents now display in the Destination Agent field on the Manifest Wizard
CHANGE: When creating a new Manifest you can now assign consignments immediately
ADDITION: Type (transit) has been added to the Shipment Information section of the Bill of Lading
ADDITION: DOB and Passport have been added to the Consignment Information section of the Manifest
ADDITION: New field added to the Manifest table (Manifest table changed)
ADDITION: ‘Type’ has now been added to the General tab of the Manifest Wizard, and when selected will cause the printing of the Manifest to take on 3 different styles, depending on the country of destination
ADDITION: You can now import the origin and destination telephone numbers from the Quotation into the contact telephone number fields of Consignments
FIX: Credit Card Number now exports to Excel in a correct numerical format
ADDITION: Reference (Transit) has been added to the Shipment Information section of the Certificate of Shipment
CHANGE: Manifests will now print Contact and Service Information for General Manifests, UK Address, US Address and Contact Telephone Numbers for USA Manifests and UK Address, Canadian Address and Contact Telephone Numbers for Canadian Manifests
ADDITION: Additional telephone numbers (the ones showing on the Customer form) now print on the default crew sheets – if they do not show on your and you believe these would be of benefit to you then please contact us
Survey Administer Version 1127 Released
Survey Administer version 0.0.0.1127 is officially released today.
History of Changes (1119 to 1127)
ADDITION: New fields added to the SurveyAdminister table (SurveyAdminister table changed)
CHANGE: When importing surveys from Move Administer, ‘Other email’ and ‘Skype’ fields are now imported too
CHANGE: When exporting surveys to Move Administer, ‘Other email’ and ‘Skype’ fields are now exported too
CHANGE: The default height of the handwriting recognition window has been resized to accommodate UMPC resolution of 600 pixels high
CHANGE: The default height of the photograph form has been resized to accommodate UMPC resolution of 600 pixels high
ADDITION: ‘Other Email’ and ‘Skype’ fields have been added to the Correspondence tab of the Survey Wizard
CHANGE: Business 1 and 2 now only display on the Correspondence tab of the Survey Wizard if the customer has a company name
CHANGE: The default height of the Inventory Browse has been resized to accommodate UMPC resolution of 600 pixels high
Move Administer Version 972 Released
Move Administer version 0.0.0.972 is officially released today.
History of Changes (963 to 972)
ADDITION: Balance column has been added to the Query Storage browse
ADDITION: Corporate and Customer Balance of Account fields are now available within the Spreadsheet Wizard when exporting from the Query Storage browse
FIX: Map Warehouse is no longer available on the Event Diary for dates with no container activity
FIX: Importing account balance into a payment, refund or journal now ALWAYS imports the account balance, where as there was a spurious error that sometimes gave an incorrect balance, but only after performing a reversal, surcharge or journal.
FIX: Typo on Worksheet.
FIX: Trading Company Prefix is now a Query field when export direct debit information
ADDITION: When using Terminal Services the system .ini file is renamed to the user’s initials, which keeps the settings unique to each user
ADDITION: ‘Corporate Turnover’ report is now available from the Accounting reports menu, which displays your top 50 corporates based on their turnover for the given period
ADDITION: ‘Customer Turnover’ report is now available from the Accounting reports menu, which displays your top 50 customer based on their turnover for the given period
CHANGE: The starting time for Time Onsite on the Resource Tab of the Event Wizard is now 9.00am
FIX: The event diary now ignores rejected quotations when highlighting dates on the diary
FIX: A third party utility used within the system which stopped certain code from being performed has now been updated and fixed. Please note that this only occurred in obscure circumstances and therefore did not happen on all sites.
Move Administer Version 963 Released
Move Administer version 0.0.0.963 is officially released today.
History of Changes (959 to 963)
CHANGE: You can now export the Card Type, Card Number, Card Valid From, Card Valid To, Card Issue Number, Card Verification Value and Card Holder from Query Storage
CHANGE: When assigning Consignments to a Manifest, only Consignments for accepted Quotations are available
ADDITION: When assigning Consignments to a Manifest, the Consignment browse now has a checkbox that when checked will include Consignments for unaccepted Quotations on the browse
FIX: Copying a Consignment now clears the Manifest ID field, meaning that the new Consignment is not assigned to any Manifest
CHANGE: Manifest ID column has been added to the International Consignments browse
CHANGE: Manifest ID column has been added to the Query International Consignments browse
ADDITION: Manifest ID added to the International Consignment Wizard
ADDITION: Total Consignments, Items, Cubic Feet, Cubic Metres, Nett Lbs and Nett Kilos fields have been added to the Consignment tab of the Manifest Wizard
ADDITION: New fields added to SystemDefaults table (SystemDefaults table changed)
ADDITION: ‘Match prospect outcodes only’ checkbox has been added to the Prospecting tab of the System Defaults Wizard, and when checked (by default) will only prospect those destination addresses that match your prospect outcodes, otherwise all destination addresses will be offered for prospecting
ADDITION: ‘Follow-up corporate customers’ checkbox has been added to the Follow-Ups tab of the System Defaults Wizard
CHANGE: Automatically creating a follow-up for a Corporate Customer Quotation is now based upon the above setting
CHANGE: Prospecting can now be set to ignore prospect outcode matching, which does mean that all destination addresses that contain a street and town will prompt you for action
FIX: Entering just a country as an address no longer creates an address with a blank line entry
ADDITION: Stamp Notepad button has been added to the Notepad tab of the Manifest Wizard
ADDITION: Enquiry Register report is now available (Reports -> Enquiry -> Register)
ADDITION: Map Warehouse Bay has been added to the Actions menu and Toolbar of the Container Browse in Tools -> Options -> Containers
ADDITION: Map Warehouse Bay has been added to the Actions menu and Toolbar of the Container Form in Tools -> Options -> Containers -> Open
ADDITION: Map Warehouse Bay has been added to the Actions menu and Toolbar of the Container tab of the Event Diary
FIX: Rather than disable the Audit menu item from the Actions menu and the Audit toolbar button was hidden when browing Corporate and Customer accounts that had no accounting activity
Survey Administer Version 1119 Released
Survey Administer version 0.0.0.1119 is officially released today.
History of Changes (1109 to 1119)
CHANGE: SMTP Account Name has increased from 35 characters to 50 (SurveyDefaults table changed)
CHANGE: SMTP Account Password has increased from 20 characters to 35 (SurveyDefaults table changed)
ADDITION: A new field has been added to the SurveyAdminister table (SurveyAdminister table changed)
ADDITION: ‘Exchanged contracts’ checkbox is now on the Tentative tab of the Survey Wizard
ADDITION: ‘Exchanged contracts’ is now imported from and exported too Move Administer
Move Administer Version 959 Released
Move Administer version 0.0.0.959 is officially released today.
History of Changes (946 to 959)
ADDITION: A new field has been added to the SurveyAdminister table (SurveyAdminister table changed)
ADDITION: ‘Exchanged contracts’ is now exported too and imported from Survey Administer
ADDITION: Enquiry Sheets now print the ‘Exchanged contracts’ checkbox
ADDITION: Survey Sheets now print the ‘Exchanged contracts’ checkbox
FIX: Emailing International and European consignment documentation immediately after being linked now prints all information necessary
FIX: The ‘Add All’ button no longer adds deleted users to the recipient list on follow-ups
ADDITION: New fields added to SystemDefaults table (SystemDefaults table changed)
ADDITION: A new ‘Follow-Ups’ tab has been added to the System Defaults Wizard, allowing you many configuration options of follow-ups and automatically created follow-ups from quotations
ADDITION: A new ‘Create a follow-up’ checkbox has been added to all Quotation Wizards, that when checked will automatically create a follow-up based on the settings in the system defaults
ADDITION: A new icon has been added to all Follow-Up Forms that when pressed updates all recipients with the current reminder date and time
ADDITION: You are now warned if you create a follow-up with a reminder date and time but you have not added any recipients
ADDITION: Follow-Up browses now automatically refresh every ‘x’ seconds, but only if the window is active
FIX: The follow-up Reminder browse no longer shows future reminders
ADDITION: The My Follow-Ups browse now longer shows future follow-up reminders, however there is now a checkbox that when checked will override this
ADDITION: Move Administer now checks for follow-up reminders every ‘x’ seconds. A new icon now displays in the taskbar, the Move Administer icon meaning no reminders exist and a clock icon meaning at least one reminder exists. If a reminder is found then a balloon tooltip will be displayed above the taskbar icon. Double clicking this icon will automatically load your follow-up Reminders browse
ADDITION: You can now map a warehouse bay from the Warehouse Bay browse, from the Actions menu or Toolbar (Tools -> Options -> Storage -> Bays)
ADDITION: You can now map the warehouse bay of the highlighted container from the Container tab of the Storage Wizard, from the Actions menu
ADDITION: You can now map the warehouse bay of the highlighted container from the Query Containers browse and Query Occupied Containers browse, from the Actions menu and Toolbar