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Move Administer Version 1407 Released

Posted by Colin Wynn on Sep 26, 2011 in Archive Administer, Move Administer, Product Update, Shipping Administer

Move AdministerMove Administer version 0.0.0.1407 is officially released today.

History of Changes (1389 to 1407)

Move Administer

Quotations
ADDITION:
You can now accept the Storage section of an Hourly Quotation

Correspondence
CHANGE:
A change has been made to the way in which existing emails are opened as one client seems to have XML information within the initial <HTML> command, resulting in the text being loaded and therefore losing all images

Reports
ADDITION:
A new Acceptances report which lists all accepted quotations for the given period by accepter is available (Reports -> Removals -> Acceptances)

Options
ADDITIONAL:
You can now set the number of seconds to pass before sending an automated email on the Email tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System). The default is 1 second, however, this doesn’t seem long enough for some older machines

Other
FIX:
When printing a newly inserted prospect letter from the Prospect Correspondence Form it no longer tries to save the letter as the record doesn’t exist, although it will still change the status of the prospect and set the date sent
FIX: When exporting Internet Enquiries the Query Wizard used a checkbox for Archived rather than a Yes/No choice

Technical
TABLES:
SystemDefaults

Additional Modules

Archive Administer Lite
CHANGE:
The default sort order of the Items Browse is now reference
ADDITION: Sort Reference column has been added to the Items browse
CHANGE: The default sort order of the Query Items Browse is now reference
ADDITION: Sort Reference column has been added to the Query Items Browse
ADDITION: Corporate Company has been added to the labels
ADDITION: Corporate Company and Customer Name now print on the Warehouse Retrieval and Return forms
ADDITION: Docket Number has been added to the Warehouse Retrieval Docket
ADDITION: Warehouse Returns Docket now prints a Docket Header consisting of the Docket Number, Response Date and Response Time
ADDITION: Reference locator has been added to the Docket Activity Window when selecting items for Delivery/Collection
CHANGE: Uncompleted Dockets can now be saved with no activity on them
ADDITION: You can only complete a Docket with no activity on it if you set the option on the Dockets tab of Archive Defaults (Tools -> Options -> Defaults -> Archive)

Shipping Administer Lite
FIX:
When exporting Baggage Enquiries the Query Wizard used a checkbox for Archived rather than a Yes/No choice

Technical
TABLES:
ArchiveDefaults

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Archive Administer Lite Available Now!

Posted by Colin Wynn on Aug 1, 2011 in Archive Administer

We are pleased to announce that as of today Archive Administer Lite, our latest module to Move Administer is now available.

Archive Administer Lite is a low cost solution to complete Archive/Records Management, cataloguing information on items, and contents (if required), in one central location. And…

  • Keep a complete track of daily movements of items and contents, from item delivery to item collection.
  • Delivery and collections display on the Event Diary.
  • Retrieve a ‘real time’ summary of the type of items catalogued and see the quantities in, out and destroyed.
  • Multiple Insert Wizards allow quick and easy cataloguing of multiple items and contents.
  • Mass Updating Wizard allows quick and easy changing of item and content information.
  • Item and Content labels can be printed with unique bar codes.
  • Reports on location and activity provide a complete breakdown of your archive storage.

And the cost of Archive Administer Lite, well it’s a mere £750.00 + VAT, with annual support being £247.50 + VAT.

Should you be a user of Archiver Pro then rest assured that we also offer a pain free data converter for £300.00 + VAT.

Training can be provided, online, free of charge.

Please do not hesitate to contact us should you require further information regarding Archive Administer Lite.

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0

Move Administer Version 1389 Released

Posted by Colin Wynn on Jul 12, 2011 in Archive Administer, Crate Administer, Move Administer, Product Update

Move AdministerMove Administer version 0.0.0.1389 is officially released today.

History of Changes (1376 to 1389)

Move Administer

Correspondence
FIX:
When emailing an Inventory the Origin and Destination addresses now always print, if required
MISC: We believe to have fixed the crashing when compiling your email correspondence on PC’s running Internet Explorer 8 on Windows XP, however this is a registry change and therefore will require a reboot. If you are experiencing these issues then please contact us and we will take you through the procedure which we have automated through Move Administer
FIX: Any words added to the new Spell Checker are no longer overwritten once Move Administer restarts

Additional Modules

Archive Administer
CHANGE:
The selectable fields in Query Wizard and Export Wizard have been updated in Query Archive Items, Query Archive Contents and Query Archive Dockets
ADDITION: You can now mass print labels for Items from the Actions menu of the Items browse
ADDITION: You can now mass print labels for Contents from the Actions menu of the Contents and Item Contents browses
ADDITION: You can now print an item label from the Actions menu and the Toolbar of the Item form
ADDITION: You can now print a content label from the Actions menu and the Toolbar of the Contents form

Crate Administer
ADDITION:
You can now query Crate Hire Dockets (Tools -> Query -> Crate Hire Dockets)

Technical
TABLES:
ArchiveItems, ArchiveContents, ArchiveDocket, CrateDocket

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0

Move Administer Version 1376 Released

Move AdministerMove Administer version 0.0.0.1376 is officially released today.

History of Changes (1325 to 1376)

Move Administer

Customer
ADDITION:
A Print button has been added to the Customer Follow-up Browse which allows you to print a Customer Follow-up History
CHANGE: Other email has been changed to Other email (1) for Customers
ADDITION: Other email 2, 3, 4 & 5 are now available on the Customer Form

Enquiries
ADDITION:
When importing enquiries from Outlook the selected email is now moved to the specified folder as set on the Enquiry tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System)

Quotations
CHANGE:
The Inland Quotation Wizard is now using the new spell checker on the Survey Notes, Included Options and Excluded Options fields
CHANGE: The Inland Quotation Acceptance Wizard is now using the new spell checker on the Included Options and Excluded Options fields
CHANGE: The Hourly Quotation Wizard is now using the new spell checker on the Instructions, Included Options and Excluded Options fields
CHANGE: The Hourly Quotation Acceptance Wizard is now using the new spell checker on the Included Options and Excluded Options fields
CHANGE: The Storage Quotation Wizard is now using the new spell checker on the Conventional Items, Included Options and Excluded Options fields
ADDITION: The Quotation Service Wizard is now using the new spell checker on the Line 1 and Line 2 fields

Storage
CHANGE:
The Storage Form is now using the new spell checker on conventional items
CHANGE: The Storage Increase/Decrease Form is now using the new spell checker on conventional items and invoice/credit detail
CHANGE: The Storage Wizard is now using the new spell checker on conventional items

Correspondence
CHANGE:
When printing a prospect letter from the Prospect Letter Form the Prospect status is now updated to Mailed
CHANGE: The spell checking facility has changed to a faster and non-Microsoft dependant one
CHANGE: The Customer Letter Correspondence Window is now resizable, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the letter toolbar
ADDITION: You can now link an invoice to Customer Letter Correspondence
CHANGE: The Customer Email Correspondence Window is now resizable, is using the new HTML editor, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the email toolbar
CHANGE: You can now generate multiple email attachments from the Attachment tab of the Customer Email Correspondence Window
CHANGE: The Customer SMS Window is now using the new spell checker and the toolbar buttons have been relocated from the application toolbar to just above the text field
CHANGE: The Corporate Letter Correspondence Window is now resizable, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the letter toolbar
CHANGE: The Corporate Email Correspondence Window is now resizable, is using the new HTML editor, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the email toolbar
CHANGE: You can now generate multiple email attachments from the Attachment tab of the Corporate Email Correspondence Window
CHANGE: The Corporate SMS Window is now using the new spell checker and the toolbar buttons have been relocated from the application toolbar to just above the text field
CHANGE: The Internet Email Correspondence Window is now resizable, is using the new HTML editor, is using the new spell check and the toolbar buttons have been relocated from the application toolbar to the email toolbar
CHANGE: Trading Company Prefix and Trading Company columns have been added to the Agent Correspondence Browse
CHANGE: The Agent Letter Correspondence Window is now resizable, now asks for a Trading Company (to allow you to memorise printer bins), is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the letter toolbar
CHANGE: The Agent Email Correspondence Window is now resizable, now asks for a Trading Company (to select the correct trading company header and footers), is now using the new HTML editor, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the email toolbar
CHANGE: The Prospect Letter Correspondence Window is now resizable, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the letter toolbar
CHANGE: Subject has been renamed to Description for all Correspondence
ADDITION: Email Templates now have a Subject field (which can be spell checked), which now allows you to have the same email subject for many emails as it’s the Description that is unique
ADDITION: Customer Email Correspondence now has a Subject field (which can be spell checked)
ADDITION: Corporate Email Correspondence now has a Subject field (which can be spell checked)
ADDITION: Internet Email Correspondence now has a Subject field (which can be spell checked)
ADDITION: Agent Email Correspondence now has a Subject field (which can be spell checked)
ADDITION: Mass Email Internet Enquiries has been added to the Actions menu of Internet Enquiries

Reports
CHANGE:
Surveyor Conversion Statistics report now shows Description, Origin, Destination and Tentative Moving Date columns if Detailed is checked on the criteria window
CHANGE: Trader Conversion Statistics report now shows Description, Origin, Destination and Tentative Moving Date columns if Detailed is checked on the criteria window

Options
ADDITION:
A new checkbox on the Survey Administer tab of the System Defaults Wizard now allows the Import and Export folders to be located away from the Move Administer folders on your Server/Main PC. The main reason for this is to allow the use of services like DropBox (www.dropbox.com) to synchronise files/folders remotely amongst devices (Tools -> Options -> Defaults -> System -> Survey Administer tab)
CHANGE: The Letter Template Window is now resizable, is using the new spell checker and the toolbar buttons have been removed from the application toolbar to the letter toolbar (Tools -> Templates -> Letter -> Open)
CHANGE: The Email Template Window is now resizable, is using the new HTML editor, is using the new spell checker and the toolbar buttons have been removed from the application toolbar to the email toolbar. Please be aware that Templates are now formatted in HTML and not plain text, so time to spruce up those emails! (Tools -> Templates -> Email -> Open)
CHANGE: The SMS Template Window is now using the new spell checker and the toolbar buttons have been relocated from the application toolbar to just above the text field (Tools -> Templates -> SMS -> Open)
CHANGE: The Trading Company Wizard has been resized above and beyond 800×600 resolution, is using the new HTML editor, is using the new spell checker (Tools -> Options -> Defaults -> Trading Company -> Open)
CHANGE: The Payment Term Form is using the new spell checker and the toolbar button has been relocated to the right of the term field (Tools -> Options -> Accounting -> Payment Terms -> Open)
CHANGE: The Sales Text Form is using the new spell checker and the toolbar button has been relocated to the right of the text field (Tools -> Options -> Accounting -> Sales Text -> Open)
CHANGE: The Survey Form is using the new spell checker and the toolbar button has been relocated to the right of the option field (Tools -> Options -> Removals -> Survey -> Open)
ADDITION: The Marine Insurance Wizard is using the new spell checker and a button has been placed to the right of the coverage field (Tools -> Options -> Shipping -> Marine Insurance Bands -> Open)
ADDITION: The Risk Recommendation Form is using the new spell checker (Tools -> Options -> Removal -> Risk Assessment -> Recommendations -> Open)
ADDITION: The Risk Hazards Form is using the new spell checker (Tools -> Options -> Removal -> Risk Assessment -> Hazards -> Open)
ADDITION: The Removal Category Form is using the new spell checker (Tools -> Options -> Removal -> Categories -> Open)
ADDITION: The Storage Category Form is using the new spell checker (Tools -> Options -> Storage -> Categories -> Open)
ADDITION: The Goods Form is using the new spell checker (Tools -> Options -> Storage -> Goods -> Open)
ADDITION: The Condition Form is using the new spell checker (Tools -> Options -> Inventory -> Conditions -> Open)
ADDITION: The Item Wizard is using the new spell checker (Tools -> Options -> Inventory -> Items -> Open)
ADDITION: The Service Wizard is using the new spell checker (Tools -> Options -> Removal -> Services -> Open)

Other
CHANGE:
User Wizard in User Administer is now using the new HTML editor and new spell checker
CHANGE: User Wizard has been resized above and beyond 800×600 resolution
CHANGE: The User tab of the User Wizard has been merged with the Login tab
REMOVED: User tab of the User Wizard
ADDITION: New security doors
FIX: Sending out SMS Appointment Reminders now only processes those appointments with a status of Confirmed

Technical
TABLES:
SystemDefaults, Internet, Template, Customer, CustomerCorrespondence, CorporateCorrespondence, InternetCorrespondence, AgentCorrespondence, ProspectCorrespondence, CustomerPDF, CorporatePDF

Additional Modules

Archive Administer
ADDITION:
A ‘Set status of new item to in’ checkbox on the General tab of the Archive Defaults Wizard now allows you to set the default status of an Item when adding new Items (Tools -> Options -> Defaults -> Archive)
CHANGE: “Green Bar effect” has been added to the Warehouse Returns and Warehouse Retrieval reports
ADDITION: On the Response tab of the Archive Docket Wizard you can now import the name of the requestor as the signed by
CHANGE: Request time on the Request tab of the Archive Docket Wizard is no longer required
ADDITION: The Keyword Form is using the new spell checker (Tools -> Options -> Archive -> Keywords -> Open)
ADDITION: The Docket Prompts Form is using the new spell checker (Tools -> Options -> Archive -> Docket Prompts -> Open)
ADDITION: Uncompleted Dockets Report (Reports -> Archive Storage -> Uncompleted Dockets)
ADDITION: Locations Report (Reports -> Archive Storage -> Locations)
ADDITION: Movements Report (Reports -> Archive Storage -> Movements)
ADDITION: Movements Report for Customer added to the Actions menu of the Archive Dockets Browse
ADDITION: Query Archive Dockets now has an uncompleted checkbox and displays the activity for the highlighted docket
ADDITION: Before completing an Archive Docket a confirmation window now appears showing the quantity of Items and Contents delivered and collected
ADDITION: Move Content is now available on the Actions menu of the Item Content Browse which allows you to move a Content to a different Item
CHANGE: Mass Insert has been moved from a button on the Item Content Browse to the Actions menu
CHANGE: Mass Insert has been moved from a button on the Item Browse to the Actions menu
ADDITION: Insert Wizard has been added to the Actions menu of the Item Browse that allows the mass insertion of Items where the default values are set but then can be changed on an individual basis in the form of a Wizard, as well as being able to Open and make changes from a Browse before finally committing to their addition
CHANGE: Uncompleted Archive Dockets now show the Created and Number columns in red
ADDITION: You can now spell check the Instructions of an Archive Docket

Commercial Administer
CHANGE:
The Commercial Quotation Wizard is now using the new spell checker on the Survey Notes, Included Options and Excluded Options fields
CHANGE: The Commercial Quotation Acceptance Wizard is now using the new spell checker on the Included Options and Excluded Options fields

Crate Administer
ADDITION:
On the Response tab of the Crate Docket Wizard you can now import the name of the requestor as the signed by
ADDITION: The Crate Form is using the new spell checker (Tools -> Options -> Crate Hire -> Crates -> Open)
ADDITION: The Consumable Form is using the new spell checker (Tools -> Options -> Crate Hire -> Consumables -> Open)
CHANGE: Uncompleted Crate Dockets now show the Created and Number columns in red
ADDITION: You can now spell check the Instructions of a Crate Docket

Shipping Administer Lite
CHANGE:
The Baggage Email Correspondence Window is now resizable, is using the new HTML editor, is using the new spell check and the toolbar buttons have been relocated from the application toolbar to the email toolbar
ADDITION: The Transit Service Form is using the new spell checker (Tools -> Options -> Shipping -> Transit Services -> Open)
ADDITION: The Transit Type Form is using the new spell checker (Tools -> Options -> Shipping -> Transit Types -> Open)
CHANGE: The European Quotation Acceptance Wizard is now using the new spell checker on the Included and Excluded Options fields
CHANGE: The International Quotation Acceptance Wizard is now using the new spell checker on the Included and Excluded Options fields
CHANGE: The European Quotation Wizard is now using the new spell checker on the Included Options, Excluded Options and Survey Note fields
CHANGE: The International Quotation Wizard is now using the new spell checker on the Included Options, Excluded Options and Survey Note fields
ADDITION: The Trade Quotation Wizard is now using the new spell checker on the Included Options, Excluded Options and Notepad fields
ADDITION: Baggage Email Correspondence now has a Subject field (which can be spell checked)
ADDITION: Mass Email Baggage Enquiries has been added to the Actions menu of Baggage Enquiries Browse

Shipping Administer Pro
CHANGE:
The European Consignment Wizard is now using the new spell checker on the Origin Agent Notepad field
CHANGE: The International Consignment Wizard is now using the new spell checker on the Transit Agent Notepad, Origin Agent Notepad, Destination Agent Notepad and Request Further Instructions fields

Survey Administer
CHANGE:
When importing a survey for an international move the VAT Code is now set to the Zero Rated one set within the Accounting Defaults

Technical
TABLES:
ArchiveDefaults, ArchiveActivity, Baggage, BaggageCorrespondence

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Move Administer Version 1325 Released

Posted by Colin Wynn on Mar 15, 2011 in Archive Administer, Crate Administer, Move Administer, Product Update

Move AdministerMove Administer version 0.0.0.1325 is officially released today.

History of Changes (1306 to 1325)

Move Administer

Accounts
CHANGE:
When exporting the audit to Sage the tax amount can now be compounded with the nett amount, ideal for dealing with Insurance Premium Tax as a whole rather than being split into nett and tax
ADDITION: You can now mark audit exported to Sage (with an export number) as unexported,using ‘Mark as Unexported’ from the Actions menu of the Export to Sage Browse (Tools -> Export to Sage)

Options
CHANGE:
‘Charge mediation/arrangement fees’ on the Cover tab of the Insurance Defaults Wizard has been changed to ‘Charge mediation fees’
ADDITION: ‘Charge arrangement fees’ has been added to the Cover tab of the Insurance Defaults Wizard
ADDITION: You can now specify by use of a checkbox that the tax for a particular tax code is compounded to the nett when exporting your audit to Sage, ideal for when exporting your Insurance Premium Tax (Tools -> Options -> Accounting -> Tax Codes)

Other
ADDITION:
Event ID column has been added to the Event Browse on the Event Diary
ADDITION: Event ID column has been added to the Query Event Browse
ADDITION: Event ID and Costing columns have been added to the Quotation Event Browse
ADDITION: Event ID and Costing columns have been added to the Event Browse on the Quotation Service Wizard
ADDITION: Three new buttons have been added to the Privileges tab of the User Wizard within User Administer which Grant/Clear or Deny access to ALL doors within the system

Technical
TABLES:
AccountingDefaults, InsuranceDefaults, TaxCode

Additional Modules

Archive Administer
ADDITION:
Archive Storage has been added to the Query section of the Tools menu which allows you to query on Items, Contents and Dockets
ADDITION: Archive Dockets tab has been added to the Event Diary to show Dockets for the chosen day
ADDITION: Archive Storage has been added to the Actions menu of the Customer Form which allows you access to Items, Item Summary, Contents, Dockets and Locations
ADDITION: A Destroyed checkbox has been added to the Items Browse which will force the Items Browse to display destroyed Items too
ADDITION: A Destroyed checkbox has been added to the Contents Browse which will force the Contents Browse to display Contents from destroyed Items too
ADDITION: The Archive Dockets Browse now shows a separate browse to show the Archive Activity for the highlighted Docket

Crate Administer
ADDITION:
The Crate Dockets Tab of Crate Hire now shows separate browses to show the Crate Activity and Consumable Activity for the highlighted Docket
FIX: Fixed an issue where in very extreme cases Credits were raised for Crate Hire for periods that didn’t require anything
FIX: Fixed an issue where if a new rate was provided for Crate Hire that has previously taken place but ended then the old rate was always shown, although this could be amended if spotted

Technical
TABLES:
ArchiveContents, ArchiveItems, ArchiveActivity

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Archive Administer Developments

Posted by Colin Wynn on Aug 4, 2010 in Archive Administer, Product Update, Under Development

archive AdministerWe thought we’d provide a little information and screenshots regarding Archive Administer which is currently under development.

Archive Administer will be available in 2 forms, as an additional module to Move Administer and as a separate standalone system, ideal for those starting out in Records Management. Archive Administer is designed to address the management of collection, delivery, destruction and storage of archive items and contents if necessary.

Archive Administer allows quick entry of archive data via user friendly wizards. When entering items, Archive Administer records the storage medium (archive box/x-ray/tube/magnetic media/etc), category (sales/purchases/payroll/etc), destruction review date (which can be calculated), the location (including warehouse if multiple warehouses are used) and position of the item within your storage facility, toegther with a note of the item (and it’s contents) and searchable keywords.

A great feature of Archive Administer is the ability to change items (and contents) on mass via user friendly wizards, ideal for when a bulk if items are moved from one storage location to another for example!

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