Move Administer

History of Changes (1260 to 1287)

Move Administer

Enquiries
FIX: When converting an Internet Enquiry to a Customer the Tentative Date, Month and Period of the Enquiry is now set to the values of the Internet Enquiry
ADDITION: You can now change the Trading Company of an Internet Enquiry from the Actions menu of the Internet Enquiries Browse
ADDITION: There is now a Convert button on the Internet Enquiry Browse that does the same as Actions -> Convert to Customer, but is more easily accessible

Quotations
ADDITION: On the Miscellaneous tab of Inland/Hourly/Commercial/European/International Quotation Wizards you can now choose whether to print the volume, distance and mode on the quotation
ADDITION: On the Storage tab of the Storage Quotation Wizard for Inland/Hourly/Commercial Quotations you can now choose whether to print the volume and/or estimated number of containers on the quotation
ADDITION: On the Storage tab of the Storage Quotation Wizard you can now choose whether to print the volume and/or estimated number of containers on the quotation

Storage
ADDITION: A Notepad tab has been added to the Storage Wizards

Options
ADDITION: On the General tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System) you can now supply the two default telephone numbers to display when opening newly entered Customers, Internet Enquiries and Baggage Enquiries
ADDITION: On the General tab of the Removal Defaults Wizard (Tools -> Options -> Defaults -> Removal) you can now select whether to print the volume, distance and mode on quotations for all new removal quotes
ADDITION: On the Quotation tab of the Storage Defaults Wizard (Tools -> Options -> Defaults -> Storage) you can now select whether to print the volume and estimated number of containers on quotations for all new storage quotes

Other
FIX: It seems that even if you chose not to be shown Follow-up Reminders the system would still look for them, therefore using unnecessary network resources. This has consequently now stopped altogether
FIX: It seems that if you chose to check for Follow-up Reminders at a set interval then that interval was ignored and Follow-ups were checked every single second, therefore using unnecessary network resources. This has consequently now been fixed
ADDITION: For those running multiple trading companies, when mass printing Crewsheets, Waybills or Questionnaires from the Event Diary you can now select a single trading company to print for, leaving this blank will print for all trading companies
ADDITION: We have setup a script to read website sales leads received by email from UK Removal (http://uk-removal.co.uk) out of Microsoft Outlook and into Move Administer as an Internet Enquiry (Tools -> Import Outlook Enquiry) - Please contact us if you require this feature (Thanks to Alexanders for their assistance with this)
ADDITION: We have setup a script to read website sales leads received by email from the BAR’s website out of Microsoft Outlook and into Move Administer (Tools -> Import Outlook Enquiry). The ‘Contact a remover’ emails are converted to an Internet Enquiry and the ‘Quick Estimate’ and ‘Advanced Estimate’ emails are converted to Customer Enquiries - Please contact us if you require this feature (Thanks to Sullys for their assistance with this)
ADDITION: New security doors added that allow user access to inserting and/or opening invoices/credits/receipts/refunds

Technical
TABLES: SystemDefaults, Storage, RemovalDefaults, StorageDefaults, Quotation, QuotationStorage

Additional Modules

Self Storage Administer
ADDITION: A Notepad tab has been added to the Self Storage Wizards

Shipping Administer Lite
ADDITION: The Shipping tab of the Removal Defaults Wizard (Tools -> Options -> Defaults -> Removal) you can now set whether the Estimated Pickup Date of a European and International Consignment is a required field, meaning that if it is then the Consignment can only be saved if the Estimated Pickup Date has a value in it
FIX: When converting a Baggage Enquiry to a Customer the Tentative Date, Month and Period of the Enquiry is now set to the values of the Baggage Enquiry
ADDITION: When accepting a Trade Quotation you now have a choice on the Acceptance form to automatically generate a European or International Quotation using the information contained in the Trade Quotation
ADDITION: You can now change the Trading Company of a Baggage Enquiry from the Actions menu of the Baggage Enquiries Browse
ADDITION: There is now a Convert button on the Baggage Enquiry Browse that does the same as Actions -> Convert to Customer, but is more easily accessible

Technical
TABLES: RemovalDefaults, SurveyAdminister, SelfStorage

The scripts can import the Contact a Remover Enquiry into an Internet Enquiry and the Quick Estimate and Advanced Estimate into a Customer Enquiry at the press of a button.

If you're a user of Move Administer and use the internet sales leads feature on the BAR's website then please contact us in order to enable this feature for you.

Administer Software Limited

There has been interest from companies that have their own office management system but don't have a tool to assist the surveryor. Survey Administer Desktop will allow the entry of a new customer enquiry and the scheduling of the appointment. This information can then be exported to Survey Administer for use by the surveyor at the time of survey.

Information can then be exported from Survey Administer and back into Survey Administer Desktop where the information can be kept, edited and printed.

Pricing will start at £1,000 + VAT for a single user Survey Administer Desktop complete with a single user Survey Administer, rising to £1,500 + VAT for a multi user Survey Administer Desktop complete with a single user Survey Administer. Additional Survey Administer users are available for £500 + VAT each.

Please keep checking back for updates.

Now we've created a script that can read the email sent by none other than UK Removal, a lead generating website. UK Removal supplies quality sales leads in real time, and you can receive your first 5 sales leads free of charge. You can easily track the results of their service and you only pay for valid sales leads. There are no fixed cost, no set-up cost, no subscription cost and the service can be stopped at any time.

If you require this template on your Move Administer then please contact us.

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!

ClarionLive Devcon 2010 is being held from October 28th to 31st at the beautiful Inverness Hotel & Conference Center in Denver, Colorado.

"I'm looking forward to meeting acquaintances of old and seeing the power of Clarion 7 and Clarion.Net unleashed. Clarion 6 has served us well since the formation of Administer Software, however times change and it's always good to see what's on the horizon" says Colin.

The Viliv X70 features fast SSD (Solid State Drive), GPS, Webcam, sub 700gsm weight, great styling, hi-res LED backlit screen, good accessories and a capable platform that's giving 5.5 hours of video playback battery life.

The X70 EX Premium 3G 7" Mobile Internet Device from Viliv is a compact computer that weighs only a pound and a half. The X70 EX's 7" touch-screen display boasts an impressive 1024 x 600 resolution, capable of displaying 720p HD video at near-native resolution. It can operate for up to 5.5 hours on a single battery charge. The computer can sleep for up to 150 hours per charge, and can be ready to use from sleep in as little as five seconds.

The handheld computer features a wealth of wireless connectivity options. Standard 802.11b/g Wi-Fi allows you to get online at Internet hotspots. Integrated 3G broadband, compatible with most network providers in the UK/EU, lets you get online sans Wi-Fi. The Bluetooth 2.0+EDR module supports compatible wireless peripherals, including keyboards, mice, and headphones. An integrated GPS system lets you know exactly where you are in the world. Additionally, you'll be able to participate in online video chat thanks to the integrated webcam and microphone.

The computer is powered by a 1.33GHz Intel Atom Z520 CPU. It is loaded with 1GB of RAM and a 32GB SSD hard drive. Windows 7 Starter is the installed operating system. You can expand the computer's storage via the use of SD and SDHC memory cards, which fit into the integrated card reader. The computer's interface is enhanced by Viliv's Cube UI overlay which allows you to launch your favorite programs from easily-accessible bubbles for quick access. You can access up to 180 different applications in this manner.

An on-screen keyboard allows you to type with ease. It features haptic feedback, which provides physical confirmation of a button press via vibration to help you type more accurately. In addition to touch selection of items, a four-way jog wheel and clickable mouse buttons are present for cursor control. The system also provides dedicated OK, function, keyboard, and menu buttons.

Move Administer

History of Changes (1250 to 1260)

Move Administer

Enquiries
ADDITION: Tentative Date, Tentative Month, Tentative Period, Follow-Up Date and Follow-Up Status have been added to the Internet Enquiry Wizard
ADDITION: Seasonal Variance Margin and Availability have been added to the Customer tab of the Internet Enquiry Wizard and only come into effect once a Tentative Date has been entered
ADDITION: You can now import Warehouse addresses into the address fields of the Internet Enquiry Wizard as well as map the address (Origin or Destination) and date & time stamp the notepad
ADDITION: Tentative Moving Date, Follow-Up Date and Follow-Up Status have been added to the Internet Enquiry Sheet
CHANGE: The Internet Enquiry Update Form has changed considerably, with Notes now appearing on the Notepad tab
ADDITION: You can now date & time stamp the Items To Move/Notes on the Customer Wizard

Appointments
ADDITION: Tentative Date, Tentative Month and Tentative Period columns have been added to the appointments browse of the Appointments Diary

Storage
FIX: Invoice Description is no longer set when raising advance storage invoices unless the option is checked in Storage Defaults (Tools -> Options -> Defaults -> Storage)

Accounts
CHANGE: Hidden payments no longer display as previous payments on the Payment window.
ADDITION: When exporting to Sage, the Audit is now allocated an export number during the export, making it an ideal way to show which records were part of each export
ADDITION: The Export to Sage Audit browse now display an Export Number column
ADDITION: The Query Audit browse now displays an Export Number column
CHANGE: Due to a change in Sage 2010, the export files created are now all lowercase

Options
ADDITION: The Counter tab of the Trading Company Defaults Wizard (Tools -> Options -> Defaults -> Trading Companies) now shows the last archive invoice/credit number issued, the last archive docket number issued and the last audit export number issued

Other
CHANGE: Name fields have been increased in size from 60 to 100 characters, resulting in the increase of various fields such as Forename, Surname, Contact, and therefore major data file changes – This will sadly result in you losing any customisation to a lot of browses
CHANGE: The way in which names are split into Title, Forename and Surname has changed and become more intelligent. Now if you enter Mr C Smith & Miss P Jones the Title will be set to Mr, Forename will be set to C and Surname will be set to Smith & Miss P Jones, so to locate this customer in the future you search upon the first surname entered and not the last
FIX: When opening a Customer or Corporate from a follow-up the Trading Company now displays correctly

Technical
TABLES: InsuranceDefaults, Quotation, AgentContact, Audit, ContainerHistory, CorporateAccount, CorporateContact, Customer, CustomerAccount, CustomerLocation, Internet, Payment, Prospect, SelfStorageAccess, SSEC::User, SystemDefaults, Trader, Worksheet

Additional Modules

Shipping Administer Lite
ADDITION: Tentative Date, Tentative Month, Tentative Period, Follow-Up Date and Follow-Up Status have been added to the Baggage Enquiry Wizard
ADDITION: Seasonal Variance Margin and Availability have been added to the Customer tab of the Baggage Enquiry Wizard and only come into effect once a Tentative Date has been entered
ADDITION: You can now import Warehouse addresses into the address fields of the Baggage Enquiry Wizard as well as map the address (Origin or Destination) and date & time stamp the notepad
ADDITION: Tentative Moving Date, Follow-Up Date and Follow-Up Status have been added to the Baggage Enquiry Sheet
CHANGE: The Baggage Enquiry Update Form has changed considerably, with Notes now appearing on the Notepad tab

Shipping Administer Pro
FIX: The Assign button is now disabled if the highlighted Manifest has no Consignments

Technical
TABLES: ArchiveDocket, Baggage, Consignment, CrateDocket, Manifest, SelfStorageAccess, SurveyAdminister, UnitHistory

Managing Director

Here Colin will learn how to extend our applications to the web, adding value to our customers, wherever they may be!

The workshop is hosted by CapeSoft of Cape Town, South Africa, a long time supplier of 3rd party Clarion addons, many of which are used in our applications today.

Move Administer

History of Changes (1240 to 1250)

Move Administer

Quotations
CHANGE: The Accounting Tab of all Quotation Wizards now shows the Storage VAT Code and Storage VAT Rate, although these will be disabled if no storage is being offered
CHANGE: The Accounting Tab of all Quotation Wizards now shows the Mediation Tax Code and Mediation Tax Rate, although these will be disabled if you do not charge mediation fees
CHANGE: The Goods In Transit Tab of all Quotation Wizards have changed in order to allow the charging of insurance (please contact us for the necessary stationery changes should you wish to go down this avenue). Therefore, Mediation Rates and Mediation Sales Codes are shown however these will be disabled if you do not charge mediation fees. Additional Goods in Transit is also available for those that charge insurance based on the valuation being moved or for charging additional premiums on large value removals
CHANGE: The Charge Tab on all Quotation Wizards now shows the various tax charges on Nett, Insurance and Mediation

Storage
ADDITION: On the General tab of the Storage Defaults Wizard you can choose whether you offer a bonded warehouse facility, which if checked will display a Bonded Stock tab on the Storage Wizard (Tools -> Options -> Defaults -> Storage)
ADDITION: On the Invoicing Tab of the Storage Defaults Wizard you can now choose to have the description field of the invoice to auto complete with brief information regarding the invoice, such as: 5 days from 01/06/2010 to 04/06/2010, 1 month & 3 days from 28/04/2010 to 31/05/2010, June 2010, June 2010 to end of August 2010 (Tools -> Options -> Defaults �> Storage)
ADDITION: On the Invoice Tab of the Storage Defaults Wizard you can now choose to show the units on the description field (Tools -> Options -> Defaults �> Storage)
CHANGE: The Accounting Tab of the Storage Wizards now shows the Mediation Tax Code and Mediation Tax Rate, although these will be disabled if you do not charge mediation fees
CHANGE: The various Insurance Tabs on the Storage Wizards now show Mediation Rate and Mediation Sales Code however these will be disabled if you do not charge mediation fees

Accounts
ADDITION: On the General Tab of the Accounting Defaults Wizard you can now choose to set the Removal Tax Date to be the Acceptance/Rejection Date, leaving this unchecked will result in the Removal Tax Date being set to today�s date (Tools -> Options -> Defaults -> Accounting)
ADDITION: On the General Tab of the Accounting Defaults Wizard you can now choose to set the Storage Tax Date to be the Date of Change, leaving this unchecked will result in the Storage Tax Date being set to today�s date (Tools -> Options -> Defaults -> Accounting)

Correspondence
CHANGE: Various data files have been changed in readiness for the forthcoming enhancement that will allow the generation of multiple PDF�s to email

Options
ADDITION: You can now select whether or not a warehouse address can be imported into origin/destination addresses (Tools -> Options -> Storage -> Warehouse)
CHANGE: Warehouse bay heights can now go to 9, to cater for half containers
ADDITION: The Cover Tab of the Insurance Defaults Wizard now allows you to check whether to charge mediation/arrangement fees
CHANGE: The Insurance Defaults Wizard now shows mediation rates and sales codes, although if you do not charge mediation fees then these fields are disabled and automatically set to 0%
CHANGE: The Accounting Tab of the Service Wizard now shows the Mediation Tax Code and Mediation Tax Rate, although these will be disabled if you do not charge mediation fees
CHANGE: The Insurance Tab of the Service Wizard now shows the Mediation Rate and Mediation Sales code however these will be disabled if you do not charge mediation fees
CHANGE: The Charge Tab of the Service Wizard now shows the various tax charges on Nett, Insurance and Mediation

Other
ADDITION: The Follow-Ups - For Me Browse now only shows pending follow-ups, however there is now a checkbox to show all follow-ups regardless of their status
FIX: If you create a Follow-Up and add the reminder date and time after you have assigned recipients then you will now be asked if you would like to update the date and time of the recipients
REMOVED: VAT Rate Adjustments from the Tools menu

Technical
TABLES: AccountingDefaults, StorageDefaults, Warehouse, Storage, Quotation, InsuranceDefaults, Services, CustomerPDF, CorporatePDF

Additional Modules

Crate Administer
FIX: Invoice detail for invoices with NO Nett are now removed and no longer show on the next invoice generated

Self Storage Administer
ADDITION: On the Invoicing Tab of the Self Storage Defaults Wizard you can now choose to have the description field of the invoice to auto complete with brief information regarding the invoice, such as: 5 days from 01/06/2010 to 04/06/2010, 1 month & 3 days from 28/04/2010 to 31/05/2010, June 2010, June 2010 to end of August 2010 (Tools -> Options -> Defaults �> Self Storage)
ADDITION: On the Invoice Tab of the Self Storage Defaults Wizard you can now choose to show the units on the description field (Tools -> Options -> Defaults �> Self Storage)
CHANGE: The Accounting Tab of the Self Storage Wizards now shows the Mediation Tax Code and Mediation Tax Rate, although these will be disabled if you do not charge mediation fees
CHANGE: The Insurance Tab on the Self Storage Wizard now shows Mediation Rate and Mediation Sales Code however these will be disabled if you do not charge mediation fees

Shipping Administer Lite
ADDITION: The Cover Tab of the Insurance Defaults Wizard now allows you to check whether to offer marine insurance on European and International Quotations
ADDITION: A new International GIT Tab on the Insurance Defaults Wizard now allows the entry of a default rate when offering GIT insurance on International Quotations, rather than Marine Insurance
CHANGE: The Marine Insurance Band Wizard has changed considerably, still showing the same fields as before but in a different order (Tools -> Options -> Shipping -> Marine Insurance Bands)
ADDITION: The General Tab of the Marine Insurance Band Wizard now asks for an area of coverage which is for you to list the countries covered by this band
ADDITION: A new Vehicle Cover Tab has been added to the Marine Insurance Band Wizard which allows you to offer insurance cover on vehicles
CHANGE: Marine Insurance on European and International Quotations has been removed as a tab from the European/International Quotation Wizard and is now available as an option on the Actions menu and as an icon on the Toolbar of the European/International Quotation Wizard, but is only available if you check Offer Marine Insurance on the Miscellaneous Tab of the European/International Quotation Wizard
ADDITION: Marine Insurance Wizard now allows coverage on vehicles
CHANGE: When accepting Marine Insurance if you choose Vehicle as the type of cover required then only vehicle cover will be charged, however if you choose Superior/Super/Standard/Restricted as the type of cover required and there is an amount in the vehicle cover field then vehicle cover will also be charged, together with its own administration fee, if applicable
ADDITION: You can now offer storage on European Quotations! Please contact us with the necessary changes to your stationery in order for storage to print upon your quotation & acceptance forms

Technical
TABLES: SelfStorageDefaults, SelfStorage, Marine, QuotationMarine