Move Administer Version 946 Released
Move Administer version 0.0.0.946 is officially released today.
History of Changes (933 to 946)
ADDITION: New fields added to Marine table (Marine table changed)
ADDITION: New fields added to Quotation table (Quotation table changed)
ADDITION: New FollowUp table (Followup table created)
ADDITION: New Recipient table (Recipient table created)
ADDITION: Administration, Road/Sea Superior Rate, Road/Sea Superior Sales Code, Air Superior Rate and Air Superior Sales Code columns added to Marine Insurance Band browse (Tools -> Options -> International -> Marine Insurance Bands)
CHANGE: Renamed the Destination tab on the Marine Insurance Band wizard to Band
ADDITION: Amount has been added to the Band tab of the Marine Insurance Band wizard
ADDITION: Superior Rate and Sales Code fields have been added to the Road/Sea Freight tab of the Marine Insurance Band wizard
ADDITION: Superior Rate and Sales Code fields have been added to the Air Freight tab of the Marine Insurance Band wizard
CHANGE: Generating invoice detail for Marine Insurance now caters for Superior Marine Insurance and Administration charges
CHANGE: Removal Accruals report now caters for Superior Marine Insurance and Administration charges
ADDITION: Superior Rate and Sales Code fields have been added to the Marine tab of European and International Quotation wizards
ADDITION: Administration field has been added to the Marine tab of European and International Quotation wizards
ADDITION: Superior Rate and Sales Code fields have been added to the Marine tab of European and International Acceptance wizards
ADDITION: Administration field has been added to the Marine tab of European and International Acceptance wizards
ADDITION: Superior Rate and Sales Code fields have been added to the Marine tab of Marine Insurance Acceptance wizard
ADDITION: Administration field has been added to the Marine tab of Marine Insurance Acceptance wizard
ADDITION: New FSSA table (FSSA table created)
ADDITION: ‘Import FSSA Addresses…’ has been added to the Actions menu of the Prospect browse. When selected this allows the import of a CSV (comma separated variable) file of addresses available for purchase from For Sale Sign Analysis
ADDITION: Tentative Date, Used us Before, Enquiry Source and Chosen Reason fields have been added to the Appointment Schedules report
NOTE: Follow-Ups can now be recorded for Customer’s and Corporate’s. Follow-Ups can also be set for Recipients, and a reminder date and time set. This is work in progress with some exciting enhancements planned, and at present the automatic notification of a follow-up reminder has not been activated in this update
ADDITION: ‘Follow-Ups…’ has been added to the Actions menu of the Customer and Corporate forms
ADDITION: ‘Update Recipient(s)…’ has been added to the Actions menu of the Follow-Up form, and when selected will update the reminder date and time for all recipients on the recipient browse
ADDITION: A ‘Follow-Ups…’ menu has been added to the File menu, providing access to follow-up ‘Reminders…’, ‘For Me…’ and ‘By Me…’
ADDITION: A new Reminders icon has been added to the main toolbar
FIX: Print Identity Labels now works as expected from the Actions menu of the Commercial Quotations browse for Customers and Corporates
ADDITION: New field added to Enquiry table (Enquiry table changed)
ADDITION: ‘Exchanged contracts’ checkbox has been added to the Tentative tab of the Customer and Enquiry Wizards
ADDITION: Storage Status column has been added to the Inland Quotation and Commercial Quotation browses for Customers and Corporates
ADDITION: You can now accept the storage section of an Inland/Commercial Quotation, once the Inland/Commercial Quotation has been accepted. You will be prompted after the Inland/Commercial Quotation has completed the Acceptance Wizard, and if you decline the Accept menu item and Toolbar icon will remain enabled, allowing you to only accept the Storage section at a later date
ADDITION: You can now accept the storage section of an Inland/Commercial Quotation from the Event Diary once the Inland/Commercial Acceptance Wizard has completed
ADDITION: The Query Wizard has been added to the Follow-Ups For Me browse
ADDITION: The Query Wizard has been added to the Follow-Ups By Me browse
CHANGE: The Follow-Ups For Me and Follow-Up Reminder browses now refresh every 60 seconds, but only if the window is the currently active window
Move Administer Version 938 Released
Move Administer version 0.0.0.938 is officially released today.
History of Changes (933 to 938)
ADDITION: New field added to SystemDefaults (SystemDefaults table changed)
ADDITION: New field added to CustomerCorrespondence (CustomerCorrespondences table changed)
ADDITION: New field added to CorporateCorrespondence (CorporateCorrespondence table changed)
ADDITION: New field added to AgentCorrespondence (AgentCorrespondence table changed)
ADDITION: ‘Request read receipt’ checkbox has been added to the Email tab of System Defaults (Tools -> Options -> Defaults -> System)
ADDITION: ‘Request read receipt’ checkbox has been added to the Content tab of Customer/Corporate and Agent Email Correspondence forms
NOTE: Please note that a read receipt is at the request of the recipient, should their email client support this feature. Email clients can be set to ignore read receipts, automatically response to read receipt request or be at the discretion of the recipient
NOTE: Interest rate for July 1st to December 31st should be set to 5.5% (Tools -> Options -> Accounting -> Interest Rates)
CHANGE: When you click on the HTML tab of a Customer or Corporate Email Correspondence form a mail merge will automatically be performed if no HTML content already exists
FIX: When accepting a quotation the sales code is only set to the default product sales code should no sales code be set and a default sales code exists
CHANGE: Town is no longer required as part of the address in order to match prospect addresses when entering an Enquiry
CHANGE: Mobile and Email columns have been added to the User browse in User Administer
CHANGE: SMTP Account Name has increased from 35 characters to 50 (SystemDefaults table changed)
CHANGE: SMTP Account Password has increased from 20 characters to 35 (SystemDefaults table changed)
Survey Administer Version 1109 Released
Survey Administer version 0.0.0.1109 is officially released today.
History of Changes (1095 to 1109)
ADDITION: New key to Inventory table (Inventory table changed)
FIX: New key on inventory table eliminates a problem of a customer having more than one appointment, and therefore each appointment bringing up the first and only inventory created for that customer, where as each appointment should allow it’s own inventory to be created
FIX: Addresses imported from Move Administer where street contained multiple lines formatted the address incorrectly and consequently sent the incorrectly formatted address back to Move Administer
Move Administer Version 933 Released
Move Administer version 0.0.0.933 is officially released today.
History of Changes (927 to 933)
CHANGE: Storage access charge has been increased to £9,999.99
FIX: You can now open a Storage Quotation from Query Quotations
ADDITION: New key to Inventory table (Inventory table changed)
ADDITION: New fields have been added to the Event browse on the Event Diary, consisting of Street, Town, County, Postal Code and Country of Origin and Street, Town, County, Postal Code and Country of Destination. These fields are set to the addresses stored on the Quotation, unless the Event has an overriding address, in which the address in the event takes preference
ADDITION: New table iCalendar to allow exporting of Appointments and Events to iCalendar compatible software, such as Google Calendar, providing an ideal way to share calendars amongst branches, as well as being able to see calendars by day, week or month (see our Development Blog for more information)
ADDITION: New fields to SystemDefaults table (SystemDefaults table changed)
ADDITION: New fields have been added to the Appointment Diary tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System) to assist with the creation of iCalendar compatible appointments
ADDITION: New fields have been added to the Event Diary tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System) to assist with the creation of iCalendar compatible events
ADDITION: New Actions menu item ‘Export Appointments to iCalendar’ to the Appointment Diary
ADDITION: New Actions menu item ‘Export Events to iCalendar’ to the Events Browse of the Event Diary
FIX: If the total of a removal invoice (including additional services) is zero then the invoice is no longer produced
ADDITION: ‘Accepted quotations upon open’ checkbox added to the Event Diary tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System) which states whether the Event Diary should only show accepted quotations upon opening
CHANGE: The Event Diary now shows all or only accepted quotations based on the setting in the System Defaults (see above)
ADDITION: New fields added to AccountingDefaults table (AccountingDefaults table changed)
ADDITION: New field added to Payment table (Payment table changed)
ADDITION: New field added to Goods table (Goods table changed)
ADDITION: New fields added to Storage table (Storage table changed)
ADDITION: New field added to Consignment table (Consignment table changed)
ADDITION: New Goods menu item added to Tools -> Options -> Storage menu
ADDITION: ‘Storage period’ has been added to the General tab of the Storage Wizard
ADDITION: ‘Type of goods’ has been added to the Conventional tab of the Storage Wizard
ADDITION: ‘Free text entry of type of goods’ checkbox has been added to the Consignment tab of the European Consignment Wizard, which when checked allows the free text entry of type of goods rather than having to select the type of goods from the list available
ADDITION: ‘Free text entry of type of goods’ checkbox has been added to the Consignment tab of the International Consignment Wizard, which when checked allows the free text entry of type of goods rather than having to select the type of goods from the list available
FIX: You can no longer copy consignments from rejected European or International quotations
ADDITION: ‘Print payment method’ and ‘Print payment description’ checkboxes have been added to the Statement tab of the Accounting Defaults Wizard (Tools -> Options -> Defaults -> Accounting)
ADDITION: A Quotation tab has been added to the Accounting Defaults Wizard and contains sales codes for each quotation product (Tools -> Options -> Defaults -> Accounting)
ADDITION: Period of Storage and Type of Goods have been added to the Customer Storage browse, Corporate Storage browse and Query Storage browse
CHANGE: When inserting a new quotation the sales code is now set to the corresponding one on the Quotation tab of the Accounting Defaults Wizard
CHANGE: When accepting an existing quotation, if the sales code is blank then the sales code is set to the corresponding one on the Quotation tab of the Accounting Defaults Wizard
ADDITION: ‘Ignore zero quantity materials’ checkbox has been added to the Materials tab of the Event Wizard and when checked only those materials with an estimated quantity will be displayed in the browse
ADDITION: ‘Ignore zero quantity equipment’ checkbox has been added to the Equipment tab of the Event Wizard and when checked only those equipment with an estimated quantity will be displayed in the browse
CHANGE: Printed Statements have been modified to print Payment Method before Receipt/Refund, i.e. Visa Receipt, Cash Refund, etc, and also to show the description of payment, if necessary
ADDITION: The Payment form now has a ‘Print payment description on statement’ checkbox, which if ticked prints the description on printed statements (as above)
CHANGE: When opening a payment you can now change ‘Description’ and check/uncheck the ‘Print payment description on statement’ checkbox
FIX: Opening and Saving a credit note no longer pops up the allocate message if it has already been allocated to activity
ADDITION: Balance has been added to the Query Quotations browse
ADDITION: ‘Show number of records on tabs’ checkbox has been added to the Event Diary tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System)
CHANGE: The Event Diary now shows the number of records on the Event, Worksheet and Container browses for the chosen day in each tab heading, depending on the above setting
CHANGE: When importing Schedule of Move into the Customer notepad, the most recent Quotations are now at the top of the list
CHANGE: All ‘Import survey option’ buttons have been replaced with a red pen icon
ADDITION: You can now import Special Requirements from a quotation into a Customer’s notepad
ADDITION: You can now import any Survey Note into Included and/or Excluded on the Quotation tab of the Quotation Wizards
ADDITION: For those with systems running multiple trading names the Payments report now shows a Grand Total across all trading companies
ADDITION: For those with systems running multiple trading names the Day Books report now shows a Grand Total across all trading companies even when non detailed
CHANGE: You can now add new Countries from the Check Address Window, Port Form, Manifest Wizard and Trade Quotation Wizard
CHANGE: You can now add new Ports from the Trade Quotation Wizard and International Consignment Wizard
FIX: Loading correspondence into Word as RTF or Plain text now works as it should, again
ADDITION: You can now print an Office Copy of Prospect Correspondence from the Actions menu of the Prospect Correspondence Browse and Prospect Correspondence Form
ADDITION: You can now print an Office Copy of Agent Correspondence from the Actions menu of the Agent Correspondence Browse and Agent Correspondence Form
ADDITION: You can now print an Office Copy of Customer Correspondence from the Actions menu of the Customer Correspondence Browse and Customer Correspondence Forms
ADDITION: You can now print an Office Copy of Corporate Correspondence from the Actions menu of the Corporate Correspondence Browse and Corporate Correspondence Forms
Move Administer Version 927 Released
Move Administer version 0.0.0.927 is officially released today.
History of Changes (925 to 927)
CHANGE: You can now sort the Query Occupied Containers browse on the Name, Company, Customer ID and Corporate columns
CHANGE: The largest quantity of conventional items in storage had been increase to 9,999 items
FIX: Removed a menu item separator (as two displayed together) from the Actions menu of a Corporate Customer Account Activity
FIX: Update Address Details now works for Storage Quotations
ADDITION: 2 new tokens are available to list the material requirements from the linked quotation. ((-Material Requirements-)) lists the materials across the page where as ((-Material Requirements C/R-)) lists the materials down the page
ADDITION: 2 new tokens are available to list the equipment requirements from the linked quotation. ((-Equipment Requirements-)) lists the equipment across the page where as ((-Equipment Requirements C/R-)) lists the equipment down the page
Survey Administer Version 1095 Released
Survey Administer version 0.0.0.1095 is officially released today.
History of Changes (1091 to 1095)
ADDITION: New field added to SurveyAdminister table (SurveyAdminister table changed)
CHANGE: Product now appears on the Quotation tab of the Survey Wizard. This field sets the type of Quotation to create when imported back into Move Administer, which can be different to the type of Enquiry originally taken
Move Administer Version 925 Released
Move Administer version 0.0.0.925 is officially released today.
History of Changes (916 to 925)
FIX: Printing the Claim Browse using Xplore’s Print All or Print Page now uses the correct previewer
CHANGE: The Storage Accruals report no longer lists those clients without a storage weekly rate
CHANGE: Card Valid From date is no longer a required field when entering receipts
ADDITION: Audit ID column has been added to the Query Audit Browse, and results can be sorted by Audit ID
ADDITION: New field added to the SystemDefaults table (SystemDefaults table changed)
ADDITION: New field added to the Event table (Event table changed)
ADDITION: New field and key added to the Worksheet table (Worksheet table changed)
CHANGE: The Address tab has now been renamed Enquiry on the System Defaults Wizard
CHANGE: The default Country, Uppercase Town and Uppercase County fields have been moved to the General tab of the System Defaults Wizard
ADDITION: Automatically Import Correspondence Address into Origin Address checkbox has been added to the Enquiry tab of the System Defaults Wizard
CHANGE: When entering a new Enquiry, if Automatically Import Correspondence Address into Origin Address is checked in System Defaults, then the Origin address is automatically set to the Correspondence address if the Origin address is blank when the Origin tab is selected
CHANGE: Invoiced has been replaced by Status on the Worksheet browse
ADDITION: Status (Booked/Cancelled/Invoiced) has been added to the Worksheet form
CHANGE: Cancelled Worksheets do not appear on the Worksheet Event Diary
CHANGE: Invoiced has been replaced by Status for Worksheets in the Event Diary
CHANGE: Update Address Details on the Actions menu of all Customer and Corporate Quotation Browses is only enabled if the highlighted Quotation is Accepted or Unaccepted
ADDITION: New AgentCategory table (AgentCategory table created)
ADDITION: New field added to the Agent table (Agent table changed)
ADDITION: Agent Categories has been added to the Miscellaneous menu in Tools -> Options
CHANGE: Agent Wizard now asks for an Agent Category, although this is an un-required field
CHANGE: Agent form has been reorganised
ADDITION: New security door created for access to Agent Category Options
ADDITION: Category column added to Agent Browse
CHANGE: When the Accepted checkbox is ticked on the Event Diary, Unaccepted Hourly jobs are now also listed too, as these are generally accepted after the event. So if you have an Hourly job that you don’t want to show on the Event Diary either reject it or remove the date from the Planning tab
CHANGE: Moved hotkeys around on Costing Criteria window
ADDITION: On the Event Crewsheet Criteria window you can now choose to print any of the Surveyor notes
ADDITION: On the Event Crewsheet Criteria window you can now choose to print a Customer Declaration section
ADDITION: On the Quotation Crewsheet Criteria window you can now choose to print any of the Surveyor notes
ADDITION: On the Quotation Crewsheet Criteria window you can now choose to print a Customer Declaration section
ADDITION: New fields added to Event table (Event table changed)
ADDITION: The Event Wizard now has an Address tab which now allows you to enter an alternative Origin and/or Destination address
CHANGE: When adding a Worksheet from the Event Diary, the Origin Date is the date of the day selected from the Event Diary and not today’s date
CHANGE: When adding a Worksheet the default trader is set to the default company (set on Multiple Traders tab of System Defaults in Tools -> Options)
CHANGE: Crewsheets now print the alternative origin and/or alternative destination address if this exists for the event
ADDITION: New field added to SurveyAdminister table (SurveyAdminister table changed)
CHANGE: When importing surveys from Survey Administer the quotation product is now based on the product selected on the Quotation tab of the Survey Wizard within Survey Administer and not on the product selected from the time of entering the Enquiry
ADDITION: Import buttons are now available on the Address tab of the Event Wizard
Move Administer Version 916 Released
Move Administer version 0.0.0.916 is officially released today.
History of Changes (910 to 916)
ADDITION: Customer Correspondence Address, Street, Town, County, Postal Code, Country, Daytime Telephone, Evening Telephone, Business 1 Telephone, Business 2 Telephone, Mobile Telephone, Fax Telephone, Other Telephone and Reference, together with Corporate Correspondence Address, Street, Town, County, Postal Code, Country, Business 1 Telephone, Business 2 Telephone, Fax Telephone, Other Telephone and Reference are now export fields on the Query Quotations Browse
ADDITION: Customer Correspondence Address, Street, Town, County, Postal Code, Country, Daytime Telephone, Evening Telephone, Business 1 Telephone, Business 2 Telephone, Mobile Telephone, Fax Telephone, Other Telephone and Reference, together with Corporate Correspondence Address, Street, Town, County, Postal Code, Country, Business 1 Telephone, Business 2 Telephone, Fax Telephone, Other Telephone and Reference are now export fields on the Query Storage Browse
ADDITION: Customer Correspondence Address, Street, Town, County, Postal Code, Country, Daytime Telephone, Evening Telephone, Business 1 Telephone, Business 2 Telephone, Mobile Telephone, Fax Telephone, Other Telephone and Reference, together with Corporate Correspondence Address, Street, Town, County, Postal Code, Country, Business 1 Telephone, Business 2 Telephone, Fax Telephone, Other Telephone and Reference are now export fields on the Query Enquiries Browse
FIX: ‘Cus:Trading company prefix’ field was missing from Mass Print Statements on the Customer Browse
FIX: ‘Cor:Trading company prefix’ and ‘Cus:Trading company prefix’ fields were missing from Mass Print Statements on the Corporate Browse
ADDITION: Print Claim Form is now available from the Actions menu of the Customer Claim Browse
ADDITION: Print Claim Form is now available from the Actions menu of the Corporate Claim Browse
ADDITION: Print Claim Form is now available from the Actions menu of the Quotation Claim Browse
ADDITION: Print Claim Form is now available from the Actions menu of the Claim Browse
ADDITION: Added Link Appointment to the Actions menu of the Inventory Wizard, which allows you to link an Appointment to the Inventory
ADDITION: Added Link Quotation to the Actions menu of the Inventory Wizard, which allows you to link a Quotation to the Inventory
CHANGE: If no Appointment is linked to an Inventory then no Appointment Date, Appointment Time or Surveyor is printed on the Inventory of Items Report
CHANGE: If no Quotation is linked to an Inventory then no Address, Access or Parking information for Origin or Destination is printed on the Inventory of Items Report
ADDITION: A new field has been added to the Claim table (Claim table changed)
ADDITION: A new field has been added to the StorageDefaults table (StorageDefaults table changed)
ADDITION: A new field has been added to the Storage table (Storage table changed)
ADDITION: Added ‘Print volume on invoices/credits’ checkbox to the Invoicing tab of the Storage Defaults Wizard
ADDITION: Added ‘Print volume on invoices/credits’ checkbox to the Invoicing tab of the Storage Wizard
CHANGE: Storage invoices/credits will now only print the volume being stored (in cubic feet or cubic metres, depending on which is selected) if the ‘Print volume on invoices/credits’ checkbox is checked on a storage job
ADDITION: Archive Reference field has been added to the Claim Form
ADDITION: Archive Reference column has been added to the Claims Browse
ADDITION: Archive Reference column has been added to the Customer Claims Browse
ADDITION: Archive Reference column has been added to the Corporate Claims Browse
ADDITION: Archive Reference column has been added to the Quotation Claims Browse
CHANGE: Key change to Claim table (Claim table changed)
CHANGE: The Claims Browse is now displayed in Descending Notification Date order
ADDITION: New fields added to Customer table (Customer table changed)
ADDITION: Claim Form is now a generated PDF option on Customer Email Correspondence
ADDITION: Claim Form is now a generated PDF option on Corporate Email Correspondence
ADDITION: Customer Reference now prints on the Appointment Follow Ups Report
ADDITION: Other Email and Skype have been added to the Correspondence tab of the Customer Enquiry Wizard
ADDITION: Other Email and Skype have been added to the Customer Form and can be displayed using the Popup Button
ADDITION: Create New Email (Other) and Skype have been added to the Actions menu of the Customer Form
CHANGE: Customer Email Correspondence now allows you to import Other Email, but only if it contains a value
CHANGE: Destination field has been made bigger in Marine table (Marine table changed)
CHANGE: Marine Insurance Wizard, European Quotation Wizard and International Quotation Wizards now show a bigger Marine Destination field
FIX: When mass producing Survey Sheets directions for a previous appointment are no longer printed for those appointments with no directions
UPDATE: Internal update of third party utilities (FM3, NetTalk, PDFTools)
Move Administer Version 910 Released
Move Administer version 0.0.0.910 is officially released today.
History of Changes (892 to 910)
FIX: Inventory now shows all equipment with a quantity when the Selected option is chosen, rather than just those equipment containing a quantity of 1
FIX: In Memory Database Driver error code 37 should be no more! Hooray
FIX: Some of the criteria windows were not calling the product help file
FIX: When importing corporate customers from Survey Administer the default corporate payment terms are now used
ADDITION: New field added to SystemDefaults table (SystemDefaults table changed)
CHANGE: Reports tab on the System Defaults Wizard (only shown on multi trading name systems) has been renamed to Multiple Traders
ADDITION: Default Company field has been added to the Multiple Traders tab of the System Defaults Wizard, which allows the main default trading name to be set, used when entering new Enquiries
FIX: Adobe PDF files merged together using our PDF Tools Utility is now creating the PDF’s compatible to version 4 of Adobe Reader. This was broke when upgrading from version 3.5 to 3.6 of the PDF Tools Utility, where 3.5 was automatically setting the PDF compatibility to version 4 and 3.6 was leaving the compatibility of the PDF being merged, which was often a higher version than 4.
FIX: After the recent IMDD changes Mapping now works again
CHANGE: Corporate Reference has been made bigger (Corporate table changed) and as a consequence the Corporate browse will reformat to our default layout and will need rearranging, apologies for this 9
CHANGE: Customer Reference has been made bigger (Customer table changed) and as a consequence the Customer browse will reformat to our default layout and will need rearranging, apologies for this 9
ADDITION: Mass Print Survey Sheets has been added to the Actions menu of the Appointment Diary
ADDITION: Mass Print Service Specifications has been added to the Actions menu of the Appointment Diary – Please note that no preview is available for those systems running more than one trading name
ADDITION: Print Crewsheet has been added to the Actions menu of the Query Quotations Browse
ADDITION: Print Waybill has been added to the Actions menu of the Query Quotations Browse
ADDITION: Print Questionnaire has been added to the Actions menu of the Query Quotations Browse
CHANGE: The Printer toolbar icon now gives the option to print the Quotation, Crewsheet, Waybill or Questionnaire of the highlighted Quotation on the Query Quotations Browse
CHANGE: The Inventory Report has changed slightly, removing volume from most of the levels and adding a new level (for more information please read the help file)
CHANGE: The Inventory Criteria Window has changed to accommodate the new levels of details and features of the Inventory Report
Move Administer Version 892 Released
Move Administer version 0.0.0.892 is officially released today.
History of Changes (884 to 892)
FIX: The Complaint Report now print from the Customer Complaint form
FIX: The Complaint Report now prints from the Corporate Complaint form
CHANGE: When importing a survey note into the instructions of an Event the type of note is also imported, such as ‘Packing Requirements:’
FIX: Imported Surveys from Survey Administer now have the correct Quotation ID allocated to them
FIX: Imported European/International and Commercial Surveys from Survey Administer are now creating the correct type of quotation depending on the product, but only if the additional module exists
ADDITION: The Inventory Items report now provides the option to save the criteria settings
ADDITION: The Photograph Inventory report now provides the option to save the criteria settings
CHANGE: Inventory Item Wizard has been redesigned slightly to fit 800×600 resolution
FIX: Surveyor Criteria window now only shows those Surveyor’s with a Survey Email address, which is where the exported appointments are emailed
ADDITION: When importing a NEW Inventory Item from Survey Administer you now have the option to add this Item to the Item table for future Surveys
ADDITION: New field added to CorporateCorrespondence table (CorporateCorrespondence table changed)
ADDITION: New field added to CustomerCorrespondence table (CustomerCorrespondence table changed)
CHANGE: Origin and Destination address fields have been removed from Corporate Correspondence forms (Letter & Email)
CHANGE: Origin and Destination address fields have been removed from Customer Correspondence forms (Letter & Email)
ADDITION: You can now link an Inventory to Customer Email Correspondence and generate an Inventory of Items, Inventory of Damaged Items or Photograph Inventory PDF
ADDITION: You can now link an Inventory to Corporate Email Correspondence and generate an Inventory of Items, Inventory of Damaged Items or Photograph Inventory PDF
ADDITION: Cancelled has been added to the available choices of Appointment Status
CHANGE: The users shown on the Storage Invoicing Run Criteria window are only those with an email address
ADDITION: When inserting a new ad-hoc invoice or credit you will now be asked if you want to print this once it’s been saved
ADDITION: When importing surveys from Survey Administer, any material and/or equipment requirements are imported into an Event for the newly created Quotation
ADDITION: You can now archive Corporates (Corporate table changed)
CHANGE: Corporate browse only displays non-archived Corporates
ADDITION: Archived checkbox added to the Corporate Browse that when checked will display ALL Corporates
ADDITION: Archived checkbox added to the Corporate form. Please note: You can only archive a Corporate that has a zero balance!
ADDITION: New security door to enable access to the Archive checkbox on the Corporate form