Move Administer Version 1033 Released

Move Administer version 0.0.0.1033 is officially released today.

History of Changes (1025 to 1033)

Move Administer

Customer
ADDITION: You can now change the chosen trading company of a customer by selecting ‘Change Trading Company’ from the Actions menu of the Customer Browse. But only if there is NO accounting activity for the Customer AND the Customer is not a Corporate Customer

Storage
ADDITION: When performing the Storage Invoice Run, the Criteria Window now asks for the invoice date (which always defaults to today’s date), which means that you can perform your invoice run before or after the start of the month ensuring that your invoices are dated the 1st, for example

Correspondence
CHANGE: You can now send an SMS greater than 160 characters, although we have presently limited this to 640 – PLEASE NOTE: You will be charged based on 160 characters per text, although your text message will arrive as one message, although this is phone dependant
ADDITION: You can now insert mail merge tokens in to SMS correspondence, perform a mail merge and link a Customer Appointment
ADDITION: A Notification checkbox has been added to the SMS correspondence form that when checked will request a status notification from Boom-SMS, which is sent to the email address of the creator

Reports
FIX: The Grand Total page on the Day Book report now totals for all Trading Companies correctly, rather than just the first 5
FIX: The Uninvoiced Acceptances now no longer lists European or International Quotations that are Accepted but the Marine insurance is Unaccepted

Options
ADDITION: On the Stationery tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System) you can now set the default letter type face and font size, but this is only used when creating new letters
ADDITION: On the Stationery tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System) you can now set the default email (HTML) type face to be used when creating HTML emails
REMOVED: The SMS tab has been removed from the System Defaults Wizard
ADDITION: A new SMS tab has been added to the Trader Wizard (Tools -> Options -> Defaults -> Trading Companies) to allow the SMS service to be trading company specific rather than globally
ADDITION: A new Appointment SMS tab has been added to the Trader Wizard (Tools -> Options -> Defaults -> Trading Companies) which allows you to select the default appointment SMS templates to use for each product
CHANGE: SMS Templates can now be up to 640 characters long
ADDITION: SMS Templates can now contain mail merge tokens

Other
ADDITION: You can now Query the Email Log (Tools -> Email Log)
ADDITION: You can now Query the SMS Log (Tools -> SMS Log)
ADDITION: Claims has been added to the Actions menu of the Agents Form, and when selected shows all Claims where the Agent has been assigned as the Insurance Broker. Please note that this is only available for Agents that are set as Insurance Agents
ADDITION: You can Query Agent Claims
REMOVED: You can no longer SMS Agent Contacts, until we overhaul this section in the coming months
FIX: Follow-ups now longer stop reminding you of any pending follow-ups when a follow-up is created with no reminder date and time, apologies

Technical
DATA TABLE CHANGES: SystemDefaults, Claim, Trader

Additional Modules

Self Storage Administer
ADDITION: Self Storage Licence is now an option in the Generate PDF list when creating Email Correspondence

Shipping Administer
ADDITION: European Consignments has been added to the Actions menu of the Agents Form, and when selected shows all European Consignments where the Agent has been assigned as the Origin Agent. Please note that this is only available for Agents that are set as Domestic Agents
ADDITION: You can Query Agent European Consignments
ADDITION: International Consignments (Origin) has been added to the Actions menu of the Agents Form, and when selected shows all International Consignments where the Agent has been assigned as the Origin Agent. Please note that this is only available for Agents that are set as International Agents
ADDITION: International Consignments (Destination) has been added to the Actions menu of the Agents Form, and when selected shows all International Consignments where the Agent has been assigned as the Destination Agent. Please note that this is only available for Agents that are set as International Agents
ADDITION: International Consignments (Transit) has been added to the Actions menu of the Agents Form, and when selected shows all International Consignments where the Agent has been assigned as the Transit Agent. Please note that this is only available for Agents that are set as Transit Agents
ADDITION: You can Query Agent International Consignments