Move Administer Version 1524 Released

Move Administer version 0.0.0.1524 is officially released today.

History of Changes (1518 to 1524)

Move Administer

Enquiries
CHANGE
: When entering a new enquiry and a matching prospect is found the source of enquiry is now set to the source of the enquiry provided of the prospect
CHANGE: You can now import BAR Quick and Advanced Sales Leads from Outlook back into Move Administer as a Customer Enquiry or Internet Enquiry (please contact us if you would like to use this feature as it’s only setup on request)

Accounting
ADDITION
: When opening the Accounts of an archived Customer/Corporate a warning will now appear stating that the Customer/Corporate is Archived
ADDITION: You can now export Direct Debit information to Smart Debit, a direct debit bureau for payment processing (www.smartdebit.co.uk) from the Actions menu of the Customer and Corporate Browses
ADDITION: When writing Accounting Activity to the Audit table (which powers the Day Book & Turnover Reports and the Export to Sage) you can now choose to show the Customer Name by ‘Surname, Title Forename’ rather than ‘Title Forename Surname’, so Wynn, Mr C rather than Mr C Wynn (Tools -> Options -> Defaults -> Accounting -> General Tab) – Please note this is only for newly created activity
CHANGE: The ‘VAT/IPT Rate Adjustments’ item on the Tools Menu has been modified to only deal with the forthcoming Insurance Premium Tax rate increase for November 1st

Reports
CHANGE
: Storage jobs that ended on the day they started are no longer shown on the Storage Accruals Report (Reports -> Accounting -> Storage Accruals)

Options
FIX
: When adding a new individual Container and the reference is placed into Prefix rather than Quantity yet the Prefix is a numeric value then the correct Sort Order Reference is now formatted
ADDITION: You can now set to launch the Map/Journey details in your external browser rather than inside Move Administer by checking ‘Launch mapping in external browser’ within System Defaults (Tools -> Options -> Defaults -> System -> General Tab)
ADDITION: You can now set to NOT search for matching prospects by street, which has slowed down some systems with a mass of prospect addresses by unchecking ‘Match prospect street’ within System Defaults (Tools -> Options -> Defaults -> System -> Prospecting Tab)
ADDITION: You can now set to lock the creator of quotations from change when opening an unaccepted quotation by checking ‘Lock creator when opening unaccepted quotations’ within System Defaults (Tools -> Options -> Defaults -> System -> General Tab)
ADDITION: You can now set to always show the notepad, if notes exist, for a Customer when a Customer is opened by checking ‘Always show notepad contents when opening a customer’ within System Defaults (Tools -> Options -> Defaults -> System -> General Tab)
ADDITION: You can now set to always show the notepad, if notes exist, for a Corporate when a Corporate is opened by checking ‘Always show notepad contents when opening a corporate’ within System Defaults (Tools -> Options -> Defaults -> System -> General Tab)

Other
ADDITION
: When printing a Crewsheet for Hourly Quotations the customer declaration section now prints similar information to the Worksheet, as in Time started/finished, Odometer readings, etc.
CHANGE: The Address Mapping and Journey Routing Windows are now using a different 3rd party tool to display the Map/Journey, which we hope will resolve any script errors that may have arisen when using Google Maps
ADDITION: Version 4 of the Agility AU Declaration form available on all new inventories
ADDITION: On the Actions menu of the Address Mapping and Journey Routing Windows you can now choose to ‘Launch In Browser’, which will open the required Map/Journey in your favourite browser
ADDITION: You can now query Customer and Corporate Notepads when querying Storage (Tools -> Query -> Storage -> Storage)
ADDITION: You can now query Customer and Corporate Notepads when querying Self Storage (Tools -> Query -> Self Storage -> Self Storage)
ADDITION: You can now query Customer and Corporate Notepads when querying Accounting Activity (Tools -> Query -> Accounting -> Activity)

Additional Modules

Archive Administer
ADDITION
: When mass updating items you can now include to update destroyed items
ADDITION: When mass updating contents you can now include to update destroyed contents

Self Storage Administer
FIX
: When adding a new individual Unit and the reference is placed into Prefix rather than Quantity yet the Prefix is a numeric value then the correct Sort Order Reference is now formatted
CHANGE: Self Storage jobs that ended on the day they started are no longer shown on the Self Storage Accruals Report (Reports -> Accounting -> Self Storage Accruals)

Survey Administer
ADDITION
: You can now set to launch the Map/Journey details in your external browser rather than inside Survey Administer by checking ‘Launch mapping in external browser’ within System Defaults (Tools -> System Defaults -> Address Tab)
CHANGE: The Address Mapping and Journey Routing Windows are now using a different 3rd party tool to display the Map/Journey, which we hope will resolve any script errors that may have arisen when using Google Maps
ADDITION: On the Actions menu of the Address Mapping and Journey Routing Windows you can now choose to Launch ‘In Browser’, which will open the required Map/Journey in your favourite browser
ADDITION: If you change the Appointment status within Move Administer to Confirmed, Cancelled or Postponed, and the Appointment has previous been exported to Survey Administer then you will be automatically asked if you would like to uncheck the ‘Exported to Survey Administer’ checkbox
CHANGE: When exporting Appointments from Move Administer it now includes any un-exported Appointments with a status of Cancelled or Postponed
CHANGE: Any Cancelled or Postponed Surveys are highlighted on the Surveys Browse in red
ADDITION: Version 4 of the Agility AU Declaration form available on all new surveys

Technical
TABLES
: AccountingDefaults, SystemDefaults, SurveyDefaults

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