For Sale Sign Analysis
A recent addition to the prospecting side of Move Administer is the facility to import mailing addresses, available in CSV (Comma Separated Variable) format from For Sale Sign Analysis, based in Tyne & Wear.
For Sale Sign Analysis developed the concept of Market Share Reports, which evaluate a comprehensive range of statistics that help Estate Agents to measure their performance against their competitors on a wide variety of criteria. The reports capture important information about trends in the housing market throughout England and Wales.
For Sale Sign Analysis visit every location within England and Wales every 3 months, collecting the address of every property displaying a For Sale and Sold board.
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)
Product User Guides
Additional copies of our product user guides, consisting of Move Administer – User Guides Volume 1 & 2 and Options Guide Volume 3, Commercial Administer, Shipping Administer and Survey Administer, are now available for purchase from On-Demand Manuals.
On-Demand Manuals is a company devoted to printing manuals using PDF and other digital files. On-Demand Manuals provide professional manuals on a wide range of products including software, technical and instructional manuals for companies worldwide.
State-of-the-art equipment allows On-Demand Manuals to print manuals one at a time as orders are received, a service that ensures up-to-date printed manuals are always available, eliminating the need to maintain inventories of manuals. On-Demand Manuals handle all aspects of order processing, sales, invoicing and shipping.
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
Comodo Code Signing Certificate
Administer Software Limited are pleased to announce that we have recently purchased a 3 year Comodo Code Signing Certificate for our software products.
Code Signing, through the use of digital signatures, enables software developers to include information about themselves and their code with their software. End users who download digitally signed 32-bit Portable Executable (.exe, .ocx, .dll or other) files can be confident that code really comes from us and has not been altered or corrupted since it was created and signed.
Recent operating system updates to Windows XP (Service Pack 2) and the new Windows Vista make it vital to use digital signatures in application files and installation packages. Vista uses code signing more widely than earlier versions of Windows. With the increased level of warnings in Vista, signing our application and installation files gives end users the reassurance they need to proceed with the installation.
Expect to see the use of our code signing certificate in forthcoming product releases and updates.
Google Calendar
I’m pleased to announce that Move Administer now comes complete with export options for the Appointment and Event Diaries to Google Calendar.
In fact, the format used to exchange data (known as iCalendar), allows compatibility with various calendar type applications such as Microsoft Outlook, Microsoft Exchange, Apple’s iCal and Lotus Notes, just to name a few.
Google Calendar, is a contact and time management web application offered by Google. The interface is similar to desktop calendar applications such as Microsoft Outlook. Users can view, add and even drag-and-drop events from one date to another without reloading the page. It supports a variety of view modes, such as weekly, monthly and agenda views.
Events are stored online, so in the case of a user’s hard drive failure, no data is lost.
Multiple calendars can be added and shared, allowing various levels of permissions for the users. This enables collaboration and sharing of schedules between groups of people across multiple locations.
Summer Development Plans
Further to our recent user survey (and many thanks to all that participated), we now have an idea of which enhancements are of high and low importance.
It is our aim that all 47 enhancements will appear in Move Administer, the majority during the summer period (now until end of August).
There were no surprises in that the facility to generate multiple PDF attachments on a single email was top of the list, which just goes to show that emailing stationery to customers is a huge advantage to our users. Runner up to multiple PDF attachments was a call back feature enabling reminders to be automatically and manually set (work has already begun on a prototype).
There were some surprises too, a margin report appearing to be of low importance to users, so too was the facility to share prospect addresses that were outside of their prospecting area.
An additional 15 enhancements were also provided during the survey, of which we see 10 being of benefit to others, and will probably be added to our summer development plans.
Work has now started on some of the enhancements, while the major ones will start in July, so please keep checking back for some interesting development news.
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
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)