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Import into Archive Administer from a CSV file!

Posted by Colin Wynn on May 11, 2015 in Archive Administer, Move Administer

Archive Administer can now import items and contents from a CSV (comma separated values) file, which can be created from an Excel Workbook sent from a customer, saving hours of input time and possible typing errors. To do this you will need to layout your 9 Excel Workbook columns into the following order: REFERENCE, STATUS, […]

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Move Administer Version 1506 Released

Posted by Colin Wynn on Jan 13, 2015 in Archive Administer, Crate Administer, Move Administer, Product Update

Move Administer version 0.0.0.1506 is officially released today. History of Changes (1498 to 1506) Move Administer Enquiries ADDITION: When adding a new Enquiry a check is now performed on the Destination Address Postal Code to see if a customer already exists on the system with the same Postal Code and if one or more is […]

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Move Administer Version 1485 Released

Posted by Colin Wynn on Feb 3, 2014 in Archive Administer, Move Administer, Product Update

Move Administer version 0.0.0.1485 is officially released today. History of Changes (1482 to 1485) Move Administer Quotations CHANGE: If you copy an old quotation that has different VAT, IPT, Mediation tax rates to the current rates then you will now get a warning message to alert you of this Reports ADDITION: You can now choose […]

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Move Administer Version 1482 Released

Posted by Colin Wynn on Sep 18, 2013 in Archive Administer, Move Administer, Product Update

Move Administer version 0.0.0.1482 is officially released today. History of Changes (1477 to 1482) Move Administer Accounting CHANGE: Calculator options has changed due to new additions ADDED: New Hourly calculator (Tools -> Calculator -> Removal -> Hourly) ADDED: New Hourly Insurance calculator (Tools -> Calculator -> Removal -> Hourly Insurance) ADDED: New Hourly Valuation Insurance […]

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Move Administer Version 1474 Released

Posted by Colin Wynn on Apr 17, 2013 in Archive Administer, Move Administer, Product Update

Move Administer version 0.0.0.1474 is officially released today. History of Changes (1464 to 1474) Move Administer Options REMOVE: The Email Header & Footers for Trading Companies have been pulled from the Trading Company Wizard, due to inpatient users that won’t wait for the two editors to load and therefore end up losing them ADDITION: The […]

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Move Administer Version 1464 Released

Posted by Colin Wynn on Mar 11, 2013 in Archive Administer, Crate Administer, Move Administer, Product Update

Move AdministerMove Administer version 0.0.0.1464 is officially released today.

History of Changes (1459 to 1464)

Move Administer

Correspondence
ADDITION
: You can now choose to email a blank Direct Debit Instruction form, therefore any customer bank information stored will not be used

Accounting
ADDITION
: You can now print a blank Direct Debit Instruction form, therefore any customer bank information stored will not be used
ADDITION: An import button to the right of the Description field on the Miscellaneous tab of an Invoice/Credit now allows you to import the first 60 characters from the text of the highlighted Invoice/Credit Detail

Reports
ADDITION
: Enquiries by Chosen Reason report (Reports -> Enquiries)
ADDITION: Internet Enquiries by Chosen Reason report (Reports -> Enquiries)
ADDITION: Baggage Enquiries by Chosen Reason report (Reports -> Enquiries)

Options
ADDITION
: You can now choose to be prompted about copying Events when copying a quotation (Tools -> Options -> Defaults -> Removal -> General)
ADDITION: You can now choose to be prompted about coping Services when copying a quotation (Tools -> Options -> Defaults -> Removals -> General)

Other
FIX
: When sending an SMS the email reply address is now only the email address and not the user’s name too, which was causing notification issues when turned on
UPDATE: Many third party add-ons updated to latest versions available
NOTE: It would seem a lot of you haven’t been updating your Interest Rates for charging interest to companies under the Late Payment of Commercial Debts (interest) Act 1998 (www.payontime.co.uk). The rates are: 2008 – 5.5% & 5%, 2009 – 2% & 0.5%, and for 2010 onwards 0.5% for each period (Tools -> Options -> Accounting -> Interest Rates)

Additional Modules

Archive Administer Lite
FIX
: The option to print Warehouse Retrieval/Returns Dockets from the Event Diary is now enabled if an Archive Docket exists for the chosen date

Crate Administer
FIX
: The option to print Warehouse Retrieval/Returns Dockets from the Event Diary is now enabled if a Crate Docket exists for the chosen date

Technical
TABLES
: RemovalDefaults

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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 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 1420 Released

Posted by Colin Wynn on Feb 8, 2012 in Archive Administer, Crate Administer, Move Administer, Product Update

Move AdministerMove Administer version 0.0.0.1420 is officially released today.

History of Changes (1414 to 1420)

Move Administer

Other
ADDITION
: New security doors for reports listed below

Additional Modules

Archive Administer Lite
ADDITION
: Street of Location, Town, County, Postal Code, Country, Contact Name, Telephone and Signed By columns have been added to the Archive Docket Browse on the Event Diary
ADDITION: Signed By column has been added to the Archive Docket Browse for a Customer
ADDITION: Street of Location, Town, County, Postal Code, Country, Contact Name, Telephone, Signed By, Driver and Vehicle columns have been added to the Archive Activity Browse for an Archive Item
ADDITION: Street of Location, Town, County, Postal Code, Country, Contact Name, Telephone, Signed By, Driver and Vehicle columns have been added to the Archive Activity Browse for an Archive Content
ADDITION: Item Summary is now available from the Actions menu of a Storage Medium and shows the Total, Onsite, Offsite and Destroyed quantities by Customer for the chosen Storage Medium (Tools -> Options -> Archive Storage -> Storage Mediums -> Open)
ADDITION: Instructions are now printed on the Warehouse Retrieval and Return Dockets
ADDITION: An Item Summary Report is now available (Reports -> Archive Storage -> Item Summary)
CHANGE: The Activity For Customer report has been moved from the Reports menu to the Actions menu of the Customer Archive Dockets Browse

Crate Administer
ADDITION
: Contact Name and Location is now printed on Crate Hire Invoices/Credits when a list of applicable Dockets for the billing period are printed
CHANGE: The order of the Crate Activity Browse (Tools -> Options -> Crate Hire -> Crates -> Open -> Actions -> Crate Activity)
ADDITION: The Crate Activity Browse now shows the Date and Docket Number columns in Red for uncompleted dockets (Tools -> Options -> Crate Hire -> Crates -> Open -> Actions -> Crate Activity)
ADDITION: Street of Location, Town, County, Postal Code, Country, Contact Name, Telephone and Signed By columns have been added to the Crate Activity Browse (Tools -> Options -> Crate Hire -> Crates -> Open -> Actions -> Crate Activity)
ADDITION: Street of Location, Town, County, Postal Code, Country, Contact Name, Telephone and Signed By columns have been added to the Crate Docket Browse on the Event Diary
CHANGE: The order of Crate Activity Browse for a Customer
ADDITION: Street of Location, Town, County, Postal Code, Country, Contact Name, Telephone and Signed By columns have been added to the Crate Activity Browse and Crate Docket Browse for a Customer
ADDITION: A Hire Activity report is now available (Reports -> Crate Hire -> Hire Activity)
ADDITION: A Consumable Activity report is now available (Reports -> Crate Hire -> Consumable Activity)
ADDITION: You can now print a Hire Activity report from the Actions menu of the Customer Crate Hire Browse
ADDITION: You can now print a Consumable Activity report from the Actions menu of the Customer Crate Hire Browse
ADDITION: You can now print a Warehouse Retrieval Docket for the chosen day from the Actions menu of the Event Diary
ADDITION: You can now print a Warehouse Returns Docket for the chosen day from the Actions menu of the Event Diary

Technical
TABLES
: CrateActivity, ArchiveSummary

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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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