Posted by Colin Wynn on Jun 20, 2007 in
Move Administer 
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.
Read more…
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.
Posted by Colin Wynn on May 23, 2007 in
Move Administer,
Product Update 
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
Posted by Colin Wynn on May 9, 2007 in
Product Update,
Survey Administer 
Survey Administer version 0.0.0.1095 is officially released today.
History of Changes (1091 to 1095)
ADDITION: New field added to SurveyAdminister table (SurveyAdminister table changed)
CHANGE: Product now appears on the Quotation tab of the Survey Wizard. This field sets the type of Quotation to create when imported back into Move Administer, which can be different to the type of Enquiry originally taken
Posted by Colin Wynn on May 9, 2007 in
Move Administer,
Product Update 
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
Posted by Colin Wynn on May 1, 2007 in
Survey Administer 
I am pleased to announce the release of Survey Administer, a surveying and sales system designed specifically for the Tablet PC.
The aim of Survey Administer is to replace the folder that most surveyors take with them during their surveys, whether they use it to record specific notes about the property, customer requirements, a full inventory of items, or even just as a sales presentation aid. Survey Administer does all of this and much more!
At the time of publishing, Survey Administer is currently in use at: David Dale Removals, Banburys Removals, Britannia Sandersteads of Surrey, Britannia Bradshaw International.
For more information please visit www.surveyadminister.co.uk, or to read our online help visit help.surveyadminister.co.uk.
Posted by Colin Wynn on Apr 18, 2007 in
Move Administer,
Product Update 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)
Posted by Colin Wynn on Mar 28, 2007 in
Move Administer,
Product Update Move Administer version 0.0.0.910 is officially released today.
History of Changes (892 to 910)
FIX: Inventory now shows all equipment with a quantity when the Selected option is chosen, rather than just those equipment containing a quantity of 1
FIX: In Memory Database Driver error code 37 should be no more! Hooray
FIX: Some of the criteria windows were not calling the product help file
FIX: When importing corporate customers from Survey Administer the default corporate payment terms are now used
ADDITION: New field added to SystemDefaults table (SystemDefaults table changed)
CHANGE: Reports tab on the System Defaults Wizard (only shown on multi trading name systems) has been renamed to Multiple Traders
ADDITION: Default Company field has been added to the Multiple Traders tab of the System Defaults Wizard, which allows the main default trading name to be set, used when entering new Enquiries
FIX: Adobe PDF files merged together using our PDF Tools Utility is now creating the PDF’s compatible to version 4 of Adobe Reader. This was broke when upgrading from version 3.5 to 3.6 of the PDF Tools Utility, where 3.5 was automatically setting the PDF compatibility to version 4 and 3.6 was leaving the compatibility of the PDF being merged, which was often a higher version than 4.
FIX: After the recent IMDD changes Mapping now works again
CHANGE: Corporate Reference has been made bigger (Corporate table changed) and as a consequence the Corporate browse will reformat to our default layout and will need rearranging, apologies for this 9
CHANGE: Customer Reference has been made bigger (Customer table changed) and as a consequence the Customer browse will reformat to our default layout and will need rearranging, apologies for this 9
ADDITION: Mass Print Survey Sheets has been added to the Actions menu of the Appointment Diary
ADDITION: Mass Print Service Specifications has been added to the Actions menu of the Appointment Diary – Please note that no preview is available for those systems running more than one trading name
ADDITION: Print Crewsheet has been added to the Actions menu of the Query Quotations Browse
ADDITION: Print Waybill has been added to the Actions menu of the Query Quotations Browse
ADDITION: Print Questionnaire has been added to the Actions menu of the Query Quotations Browse
CHANGE: The Printer toolbar icon now gives the option to print the Quotation, Crewsheet, Waybill or Questionnaire of the highlighted Quotation on the Query Quotations Browse
CHANGE: The Inventory Report has changed slightly, removing volume from most of the levels and adding a new level (for more information please read the help file)
CHANGE: The Inventory Criteria Window has changed to accommodate the new levels of details and features of the Inventory Report
Posted by Colin Wynn on Feb 15, 2007 in
Move Administer,
Product Update Move Administer version 0.0.0.892 is officially released today.
History of Changes (884 to 892)
FIX: The Complaint Report now print from the Customer Complaint form
FIX: The Complaint Report now prints from the Corporate Complaint form
CHANGE: When importing a survey note into the instructions of an Event the type of note is also imported, such as ‘Packing Requirements:’
FIX: Imported Surveys from Survey Administer now have the correct Quotation ID allocated to them
FIX: Imported European/International and Commercial Surveys from Survey Administer are now creating the correct type of quotation depending on the product, but only if the additional module exists
ADDITION: The Inventory Items report now provides the option to save the criteria settings
ADDITION: The Photograph Inventory report now provides the option to save the criteria settings
CHANGE: Inventory Item Wizard has been redesigned slightly to fit 800×600 resolution
FIX: Surveyor Criteria window now only shows those Surveyor’s with a Survey Email address, which is where the exported appointments are emailed
ADDITION: When importing a NEW Inventory Item from Survey Administer you now have the option to add this Item to the Item table for future Surveys
ADDITION: New field added to CorporateCorrespondence table (CorporateCorrespondence table changed)
ADDITION: New field added to CustomerCorrespondence table (CustomerCorrespondence table changed)
CHANGE: Origin and Destination address fields have been removed from Corporate Correspondence forms (Letter & Email)
CHANGE: Origin and Destination address fields have been removed from Customer Correspondence forms (Letter & Email)
ADDITION: You can now link an Inventory to Customer Email Correspondence and generate an Inventory of Items, Inventory of Damaged Items or Photograph Inventory PDF
ADDITION: You can now link an Inventory to Corporate Email Correspondence and generate an Inventory of Items, Inventory of Damaged Items or Photograph Inventory PDF
ADDITION: Cancelled has been added to the available choices of Appointment Status
CHANGE: The users shown on the Storage Invoicing Run Criteria window are only those with an email address
ADDITION: When inserting a new ad-hoc invoice or credit you will now be asked if you want to print this once it’s been saved
ADDITION: When importing surveys from Survey Administer , any material and/or equipment requirements are imported into an Event for the newly created Quotation
ADDITION: You can now archive Corporates (Corporate table changed)
CHANGE: Corporate browse only displays non-archived Corporates
ADDITION: Archived checkbox added to the Corporate Browse that when checked will display ALL Corporates
ADDITION: Archived checkbox added to the Corporate form. Please note: You can only archive a Corporate that has a zero balance!
ADDITION: New security door to enable access to the Archive checkbox on the Corporate form
Posted by Colin Wynn on Feb 2, 2007 in
Move Administer,
Product Update Move Administer version 0.0.0.884 is officially released today.
History of Changes (879 to 884)
ADDITION: A few more tokens have been added, mainly to assist in retrieving Consignment and Agent information – To add the new tokens please choose Update Tokens from the Actions menu when on the Token browse
ADDITION: New field and new key added to Prospect table (Prospect table changed)
ADDITION: New fields added to Item table (Item table changed)
FIX: Strange typo error, therefore DMR & DMO headings on the Inventory Browse have been changed to DBR and DBO respectively
FIX: Shipping documentation was never sent as an attachment to emails!
FIX: Trade Quotations were never sent as an attachment to emails!
FIX: Shipping documentation now shows the port information again!
CHANGE: When writing the Accounting Audit the Customer’s Company name is saved with the Audit, but only if the Company name exists, otherwise it will remain as the Customer’s Name
ADDITION: The Item Wizard (Tools -> Options -> Inventory -> Item) has a new Options tab
CHANGE: The Item browse called from Rooms now shows the additional fields found on the Options tab above
CHANGE: The Item browse now shows the additional fields found on the Options tab above
CHANGE: The additional fields found on the Options tab above are now exported when exporting options from Move Administer to Survey Administer
ADDITION: Added Company column and Company locator to Corporate Storage browse
ADDITION: Added Company column and Company locator to Corporate Inland/Hourly/Commercial/European/International/Trade/Storage Quotations browse
ADDITION: Grand Totals have been added to the Aged Debtors report, but this only prints if you are running multiple trading names, running the report for all trading names and choose not to print the aged debt graphs
ADDITION: You can now copy an Item
CHANGE: The automatic generation of the image filename when attaching an external photograph for inventories now contains ‘ma’ to signify that the image came from Move Administer, as Survey Administer images will contain ‘sa’
CHANGE: The automatic generation of the signature filenames now contains ‘sa’ to signify that the signature came from Move Administer
FIX: Adding a photograph for a room also created a blank item photograph record
FIX: When returning from opening an Enquiry, the Customer form toolbar icons didn’t show due to the Customer form not having focus
FIX: When returning from opening an Appointment, the Customer form toolbar icons didn’t show due to the Customer form not having focus
ADDITION: Trader has been added to the Storage Invoice Run Criteria window, where you can now select a single Trading Company to invoice
ADDITION: Support Technician has now been added to the Help menu of Move Administer and User Administer . An announcement on this will be made soon