Editing SME 7.1 - New features and functionality

'''NEW SME 7.1 FEATURES'''
<br><span style="color: rgb(255, 102, 0);"> WebServices and Add-On Products</span>
<br><br>One of the most important additions to SME7.1 is additional add-on programs enabled through the use of SME web services allowing external applications to connect to SME.  High 5 Software has a number of new products to improve service operations, these products are offered at an additional cost, contact sales@high5software.com for more information:

*    SME Tech Portal:  Allows technicians to see their open work orders, add notes, time entries, parts and services and get a customer signature.  [http://www.high5software.com/sme-tech-portal http://www.high5software.com/sme-tech-portal]
*    SME Android:  Android native device for technicians to see and update work orders. Works off-line so techs can continue to work when out of network coverage.  [http://www.high5software.com/sme-android http://www.high5software.com/sme-android]
*    SME Automated Emails:  Allows incoming emails to go directly into SME as service orders or help desk issues.  Also sends emails out to customer or technicians and order updates.  http://high5software.com/automated-emails
*    SME Auditing:  Track all changes made to SME including who made the change, what changes were made and where they were made based on computer information. [http://high5software.com/auditing%3FSME http://high5software.com/auditing%3FSME]


<span style="color: rgb(255, 102, 0);">Inventory Allocation</span>

SME 7.1 introduces a new window called the Material Allocation window which allows users to more quickly see what inventory is needed and reserve parts for orders.  You can view the demand for all inventory items across all orders, view demand for a specific inventory item, or view demand on specific orders.  Click [[Material Allocation]] to see how to use the new window.

Allocated and Unallocated inventory tracking is added to improve your understanding of what is needed for an order. Click [[Inventory Stock Levels]] to learn more.

 

<span style="color: rgb(255, 102, 0);">Changes to the Dispatch Window</span>

The Dispatch window in 7.1 provides more flexibility with viewing your open orders and unassigned orders that need to be scheduled. You can setup different layouts in dispatch and choose which columns you are viewing on the order tabs.

Click [[Dispatch Window - New features in 7.1]] to watch a video on the new dispatch window. 

Click [[SME - Dispatch Window]] to read the wiki book.

 

<span style="color: rgb(255, 102, 0);">Quick Schedule</span>


Quickly schedule a technician from the Details and Settings tab on an order.  Reduce clicks and schedule faster.

Click [[Quick Schedule]] to learn how.

 

<span style="color: rgb(255, 102, 0);">Search Window</span>

SME 7.1 provides an easy way to filter your search window. Click [[Search Window - 7.1]] to see how to use the new search window.

 

pan style="color: rgb(255, 102, 0);">New way to manage columns on grids</span>

SME 7.1 provides an easy way to rearrange the order of columns on grids. You can also quickly remove columns from the grid.

Click [[manage columns]] to learn how.

 

<span style="color: rgb(255, 102, 0);">User Groups</span>


The user interface has been redesigned in the Setup module > User Groups. Click [[User Groups Setup - new design]] to learn more.

In SME 7.1 you can now arrange the order of tabs in modules and hide tabs by user group.  Click  [[Hide and change the order of tabs in modules]] to learn how.

 


<span style="color: rgb(255, 102, 0);">Custom Tabs and Fields</span>

You now have the ability to add custom tabs with custom fields in SME 7.1.  You select the type of field you are creating and give it any name you want. In the search window you can sort and filter on the custom fields. You can also apply access levels to the custom fields to restrict user groups from seeing the field.

Click [[Custom Fields now available in 7.1]] to learn more.

 


<span style="color: rgb(255, 102, 0);">Batch Print/Email Invoices</span>

Batch Print/Email Invoices provides an easy way to print or email groups of your invoices quickly. Click [[batch print]] to learn more.

 

<span style="color: rgb(255, 102, 0);">Journal Notes - a new way to enter notes</span>

Journal Notes allow you to enter notes that can be tagged as "type" and locked in once entered. Users can enter these notes with a type, subject, and body. Once the notes are saved they are permanent record.

Click [[Journal Notes - a new way to enter notes in SME]] to learn more.

 

<span style="color: rgb(255, 102, 0);">Warehouse and Business Unit Zones</span>

Improved warehouse management to assign warehouses to zones where the zones can represent different regions or business units.

Click [[zones]] to learn more.

 

<span style="color: rgb(255, 102, 0);">Commissions by Item</span>

Set commission rates on an item by item basis using Price Books. Click [[Commissions by Items]] to learn more.

 

<span style="color: rgb(255, 102, 0);">User Log in Log out Tracking</span>


SME 7.1 provides you with the ability to track when your users log in and log out of SME.

Click [[log tracking]] to learn more.

 

 

<font size="medium">'''PROGRAM REVISION HISTORY'''</font>

{| width="958"
|- style="height: 15pt"
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl66" style="width: 70pt" width="93" |
| class="xl66" style="width: 278pt" width="371" |
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
| class="xl63" style="width: 70pt" width="93" | 05.27.2011
| class="xl64" style="width: 278pt" width="371" | Version: SME: 7.1.18.139
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.18.139
|- style="height: 15pt"
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Module
| class="xl65" style="width: 70pt" width="93" | Action
| class="xl65" style="width: 278pt" width="371" | Description
| class="xl65" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 45pt"
| class="xl63" style="height: 45pt; width: 101pt" width="135" height="60" | System
| class="xl63" style="width: 70pt" width="93" | Added
| class="xl63" style="width: 278pt" width="371" | implemented ignore labor - if set, even if labor hours are in inventory, it will not default the flag to generate labor records.
| class="xl63" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Database
| class="xl63" style="width: 70pt" width="93" | Updated
| class="xl63" style="width: 278pt" width="371" | Added flag to defaupts table
| class="xl63" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Database
| class="xl63" style="width: 70pt" width="93" | Added
| class="xl63" style="width: 278pt" width="371" | Barcoding table
| class="xl63" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl68" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl68" style="width: 70pt" width="93" |
| class="xl68" style="width: 278pt" width="371" |
| class="xl68" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
| class="xl65" style="width: 70pt" width="93" | 05.25.2011
| class="xl66" style="width: 278pt" width="371" | Version: SME: 7.1.18.138
| class="xl65" style="width: 269pt" width="359" | DB Version 7.1.18.130
|- style="height: 15pt"
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | Module
| class="xl67" style="width: 70pt" width="93" | Action
| class="xl67" style="width: 278pt" width="371" | Description
| class="xl67" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 30pt"
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | System
| class="xl65" style="width: 70pt" width="93" | Fixed
| class="xl65" style="width: 278pt" width="371" | Incorrect title in the title bar when clicking on Customer Equipment
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Cust Equipment
| class="xl65" style="width: 70pt" width="93" | Fixed
| class="xl65" style="width: 278pt" width="371" | Hide the Action menu if the item tree is empty
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
| class="xl65" style="width: 70pt" width="93" | Fixed
| class="xl65" style="width: 278pt" width="371" | Leaving Material Editor after adding broken out packages
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Packages
| class="xl65" style="width: 70pt" width="93" | Fixed
| class="xl65" style="width: 278pt" width="371" | Cost & Price not updating correctly
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 30pt"
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | System
| class="xl65" style="width: 70pt" width="93" | Modified
| class="xl65" style="width: 278pt" width="371" | Auto refresh timer causing RecUID not found error when SQL Native Client loses connection with SQL server
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 30pt"
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | Subcontractors
| class="xl65" style="width: 70pt" width="93" | Modified
| class="xl65" style="width: 278pt" width="371" | Change subcontractor history to query more tables for usage info
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 30pt"
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | System
| class="xl65" style="width: 70pt" width="93" | Modified
| class="xl65" style="width: 278pt" width="371" | Added back the straight commission fields for sales person
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice
| class="xl65" style="width: 70pt" width="93" | Fixed
| class="xl65" style="width: 278pt" width="371" | Check for PO required on itemized invoices
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
| class="xl65" style="width: 70pt" width="93" | Fixed
| class="xl65" style="width: 278pt" width="371" | Filter on purchase order history
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 45pt"
| class="xl65" style="height: 45pt; width: 101pt" width="135" height="60" | Search View
| class="xl65" style="width: 70pt" width="93" | Modified
| class="xl65" style="width: 278pt" width="371" | If error opening the view = 'Error Restoring Layout' go to the Utilities> View Management> and delete and recreate the view
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | System
| class="xl65" style="width: 70pt" width="93" | Modified
| class="xl65" style="width: 278pt" width="371" | Removed the reference to numbered version<span> </span>
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 30pt"
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | Maintenance Contracts
| class="xl65" style="width: 70pt" width="93" | Modified
| class="xl65" style="width: 278pt" width="371" | Active filter searching Approved not Active
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | System
| class="xl65" style="width: 70pt" width="93" | Modified
| class="xl65" style="width: 278pt" width="371" | Master Search filter not working as designed.
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 30pt"
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | Orders
| class="xl65" style="width: 70pt" width="93" | Modified
| class="xl65" style="width: 278pt" width="371" | Check all data tables for empty records prior to deleting or editing records
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 30pt"
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | Setup
| class="xl65" style="width: 70pt" width="93" | Fixed
| class="xl65" style="width: 278pt" width="371" | Deleting payroll and work groups from company lists page
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Setup/Users
| class="xl65" style="width: 70pt" width="93" | Modified
| class="xl65" style="width: 278pt" width="371" | Added check for duplicates prior to saving record
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
| class="xl65" style="width: 70pt" width="93" | Modified
| class="xl65" style="width: 278pt" width="371" | Added back allow zero inventory in new stock location
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 30pt"
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | Proposal
| class="xl65" style="width: 70pt" width="93" | Fixed
| class="xl65" style="width: 278pt" width="371" | Approval data getting deleted when converting a proposal
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 30pt"
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | Proposal
| class="xl65" style="width: 70pt" width="93" | Fixed
| class="xl65" style="width: 278pt" width="371" | Customer rates not transferring to proposal on new proposal
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 45pt"
| class="xl65" style="height: 45pt; width: 101pt" width="135" height="60" | Packages
| class="xl65" style="width: 70pt" width="93" | Fixed
| class="xl65" style="width: 278pt" width="371" | Flag check was backwards - breaking out packages when they were not supposed to and not breaking out when they were supposed to
| class="xl65" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" |
| class="xl65" style="width: 70pt" width="93" |
| class="xl65" style="width: 278pt" width="371" |
| class="xl65" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 05.24.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.137 - SQLink 7.1.18.42
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.130
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Sales
| Fixed
| class="xl66" style="width: 278pt" width="371" | Fixed missing field in contacts
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Modified
| class="xl66" style="width: 278pt" width="371" | Added 'SME - ' prefix to PO Bills going to QB
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl67" style="width: 70pt" width="93" |
| class="xl68" style="width: 278pt" width="371" |
| class="xl68" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl63" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 05.23.2011
| class="xl65" style="width: 278pt" width="371" | Version: SME: 7.1.18.136
| class="xl64" style="width: 269pt" width="359" | DB Version 7.1.18.130
|- style="height: 15pt"
| class="xl63" style="height: 15pt" height="20" | Module
| class="xl63" | Action
| class="xl66" style="width: 278pt" width="371" | Description
| class="xl66" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| No Action
| class="xl64" style="width: 278pt" width="371" | Decimals in SME. No change - only for calculations
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 45pt"
| style="height: 45pt" height="60" | Orders
| No Action
| class="xl64" style="width: 278pt" width="371" | Autodeliver flag - ONLY sets allocated, non serialized items to delivered.<span>  </span>reserved items are always set to delivered.<span>  </span>Check your item status.
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Search
| class="xl64" style="width: 278pt" width="371" | Order Number search not locating orders
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Custom Tabs
| Modified
| class="xl64" style="width: 278pt" width="371" | Boolean fields automatically checked
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Vendor
| Fixed
| class="xl64" style="width: 278pt" width="371" | Error clicking on contacts - field not found
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Maintenance Contracts
| Fixed
| class="xl64" style="width: 278pt" width="371" | Error message when switching to attached proposals
| class="xl64" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 05.16.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.135
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.130
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | RMA
| Fixed
| class="xl66" style="width: 278pt" width="371" | RMA - error on opening the dataset
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Customer Equipment
| Fixed
| class="xl66" style="width: 278pt" width="371" | Adding new records causing open data set error
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Customer Equipment
| Fixed
| class="xl66" style="width: 278pt" width="371" | Lost look-up error
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | RMA
| Fixed
| class="xl66" style="width: 278pt" width="371" | Prompt to close RMA
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
| style="width: 70pt" width="93" | 05.13.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.134
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.130
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Modified
| class="xl66" style="width: 278pt" width="371" | View functionality - Navigation is not scrolling or selecting info correctly when in a view or changing a view
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl67" style="width: 70pt" width="93" |
| class="xl68" style="width: 278pt" width="371" |
| class="xl68" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl63" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 05.12.2011
| class="xl65" style="width: 278pt" width="371" | Version: SME: 7.1.18.133
| class="xl64" style="width: 269pt" width="359" | DB Version 7.1.18.130
|- style="height: 15pt"
| class="xl63" style="height: 15pt" height="20" | Module
| class="xl63" | Action
| class="xl66" style="width: 278pt" width="371" | Description
| class="xl66" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Modified
| class="xl64" style="width: 278pt" width="371" | All triggers to improve speed and functionality
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Invoice
| Fixed
| class="xl64" style="width: 278pt" width="371" | Linking between material items on invoices
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Invoice
| Modified
| class="xl64" style="width: 278pt" width="371" | Item selection regarding partial invoicing
| class="xl64" style="width: 269pt" width="359" | Can no longer pick specific items - handled by logic
|}

{| width="958"
|- style="height: 15pt"
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl67" style="width: 70pt" width="93" |
| class="xl68" style="width: 278pt" width="371" |
| class="xl68" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl63" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 05.10.2011
| class="xl65" style="width: 278pt" width="371" | Version: SME: 7.1.18.132 - SQLink 7.1.18.41
| class="xl64" style="width: 269pt" width="359" | DB Version 7.1.18.130
|- style="height: 15pt"
| class="xl63" style="height: 15pt" height="20" | Module
| class="xl63" | Action
| class="xl66" style="width: 278pt" width="371" | Description
| class="xl66" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 60pt"
| style="height: 60pt" height="80" | Routines
| Fixed
| class="xl64" style="width: 278pt" width="371" | If an item status is 'On Order' and it is changed to 'Delivered' then go to a PO tied to the order and receive the item. Stock will not be added to inventory - only linking records are updated.
| class="xl64" style="width: 269pt" width="359" | User is no longer required to manually check if an item is available for the order. This will be referred to as 'Direct Delivery' of the item.
|- style="height: 30pt"
| style="height: 30pt" height="40" | SQLink
| Added
| class="xl64" style="width: 278pt" width="371" | When exporting bills for purchase orders include 'direct delivery' items.
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Invoicing
| Fixed
| class="xl64" style="width: 278pt" width="371" | Infinite loop when processing Partial invoices.
| class="xl64" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 05.10.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.131
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.130
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Fixed
| class="xl66" style="width: 278pt" width="371" | Dates on views can cause the view to malfunction and error switching modules in SME.
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | Dispatch
| Fixed
| class="xl66" style="width: 278pt" width="371" | Bug in function library 'minutes between' would recalculate time to .98 instead of 1.00. hours.
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | Routines
| Modification
| class="xl66" style="width: 278pt" width="371" | Reverted back to checking the 'Export Sub Bill' on the invoice when creating an invoice from orders.
| class="xl66" style="width: 269pt" width="359" | Will now set the flag.
|}

{| width="958"
|- style="height: 15pt"
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl67" style="width: 70pt" width="93" |
| class="xl68" style="width: 278pt" width="371" |
| class="xl68" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl63" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 05.09.2011
| class="xl65" style="width: 278pt" width="371" | Version: SME: 7.1.18.130
| class="xl64" style="width: 269pt" width="359" | DB Version 7.1.18.130
|- style="height: 15pt"
| class="xl63" style="height: 15pt" height="20" | Module
| class="xl63" | Action
| class="xl66" style="width: 278pt" width="371" | Description
| class="xl66" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Purchase Order
| Fixed
| class="xl64" style="width: 278pt" width="371" | Lost quick jump on PO items.<span> </span>
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | Customers
| Modified
| class="xl64" style="width: 278pt" width="371" | Set 'Is Billable' flag to disabled unless record is in edit mode.
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Added
| class="xl64" style="width: 278pt" width="371" | Auto Deliver flag
| class="xl64" style="width: 269pt" width="359" | When set will attempt to 'Auto Deliver' allocated items on order close
|- style="height: 15pt"
| style="height: 15pt" height="20" | Routines
| Added
| class="xl64" style="width: 278pt" width="371" | Auto Delivery flag
| class="xl64" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 05.06.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.129 - SQLink 7.1.18.40
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.127
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Invoice
| Modified
| class="xl66" style="width: 278pt" width="371" | Partial item selection modifications.
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Orders
| Fixed
| class="xl66" style="width: 278pt" width="371" | Sort order on Subcontractor drop downs
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Orders
| class="xl66" style="width: 278pt" width="371" | PO export flag not getting set on creating an invoice.
| class="xl66" style="width: 269pt" width="359" | Export Bill flag is not set due to recent functionality changes
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Fixed
| class="xl66" style="width: 278pt" width="371" | Bad field name error when exporting negative invoices
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Fixed
| class="xl66" style="width: 278pt" width="371" | Query for exporting subcontractor POs.
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Fixed
| class="xl66" style="width: 278pt" width="371" | Messages not displaying after pressing the 'Clear' button.
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl67" style="width: 70pt" width="93" |
| class="xl68" style="width: 278pt" width="371" |
| class="xl68" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl63" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 05.04.2011
| class="xl65" style="width: 278pt" width="371" | Version: SME: 7.1.18.128 - SQLink 7.1.18.39
| class="xl64" style="width: 269pt" width="359" | DB Version 7.1.18.127
|- style="height: 15pt"
| class="xl63" style="height: 15pt" height="20" | Module
| class="xl63" | Action
| class="xl66" style="width: 278pt" width="371" | Description
| class="xl66" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Fixed
| class="xl64" style="width: 278pt" width="371" | Batch Printing of invoices when a parameter is in use.
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Fixed
| class="xl64" style="width: 278pt" width="371" | Saving grid settings when doing module changes without changing the tab.
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 45pt"
| style="height: 45pt" height="60" | Orders/Labor
| Modified
| class="xl64" style="width: 278pt" width="371" | IF labor record is in insert mode, automatically reset the service item(and price book) if tech changes even if it's already been set.
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink/Proposal
| Modified
| class="xl64" style="width: 278pt" width="371" | Initially import proposals in 6 month(vs 1 year) batches.
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Work Flow
| Modified
| class="xl64" style="width: 278pt" width="371" | Do not require edit mode for drop downs to drop down.
| class="xl64" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 05.03.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.127 -<span> </span>
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.127
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | System/Users
| Added
| class="xl66" style="width: 278pt" width="371" | Outgoing email to user profiles.
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | Invoice/Recurring
| Modified
| class="xl66" style="width: 278pt" width="371" | When generating recurring invocices save resultant UIDs to a temp table instead of a variable.
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | Routines
| Fixed
| class="xl66" style="width: 278pt" width="371" | File list for recurring invoices which was causing the generation to error out.
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 05.02.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.126 - SQLink 7.1.18.39
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.120
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Fixed
| class="xl66" style="width: 278pt" width="371" | Batch printing when parameters are in use.
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Fixed
| class="xl66" style="width: 278pt" width="371" | Saving grids settings when changing modules without leaving that tab.
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Orders/Labor
| Modified
| class="xl66" style="width: 278pt" width="371" | Change service item and price book when tech changes.
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Modified
| class="xl66" style="width: 278pt" width="371" | Import Proposals in 6 month increments.
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | Work Flow
| Modified
| class="xl66" style="width: 278pt" width="371" | Do not require edit mode to display dropdown fields selection.
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.28.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.125
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.120
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Orders
| Fixed
| class="xl66" style="width: 278pt" width="371" | Sort Order on Service Items in labor editor
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Purchase Orders
| Fixed
| class="xl66" style="width: 278pt" width="371" | Item not adding correctly if it was in Vendor items
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Modified
| class="xl66" style="width: 278pt" width="371" | Filter modifications for speed improvements
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.27.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.124 - SQLink 7.1.18.38
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.120
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 30pt"
| style="height: 30pt" height="40" | Custom Fields
| Fixed
| class="xl66" style="width: 278pt" width="371" | Adding view filter to custom fields and then applying module fields error.
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Fixed
| class="xl66" style="width: 278pt" width="371" | Update files<span> </span>
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Fixed
| class="xl66" style="width: 278pt" width="371" | Update files<span> </span>
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.26.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.123<span> </span>
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.120
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 30pt"
| style="height: 30pt" height="40" | Inventory
| Fixed
| class="xl66" style="width: 278pt" width="371" | Customer Equipment not initialized with shelf, bin, hardware, software versions when allocated.
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Purchase Order
| Fixed
| class="xl66" style="width: 278pt" width="371" | Display all ship to address information
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Purchase Order
| Fixed
| class="xl66" style="width: 278pt" width="371" | Location not refreshing before copying shipping address
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Invoice
| Added
| class="xl66" style="width: 278pt" width="371" | Prompt when saving invoice with no terms
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.25.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.122 - SQLink 7.1.18.36
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.120
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Inventory
| Fixed
| class="xl66" style="width: 278pt" width="371" | Table not opening error on packages
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Modified
| class="xl66" style="width: 278pt" width="371" | Importing - no longer show 'Blob' when importing memo fields
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 45pt"
| style="height: 45pt" height="60" | SQLink
| Added
| class="xl66" style="width: 278pt" width="371" | IF not initializing billing address, AND invoice already exists, THEN save<span>  </span>the billing address, and reuse it when exporting
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl67" style="width: 70pt" width="93" |
| class="xl68" style="width: 278pt" width="371" |
| class="xl68" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl63" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.20.2011
| class="xl65" style="width: 278pt" width="371" | Version: SME: 7.1.18.121 - SQLink 7.1.18.36
| class="xl64" style="width: 269pt" width="359" | DB Version 7.1.18.120
|- style="height: 15pt"
| class="xl63" style="height: 15pt" height="20" | Module
| class="xl63" | Action
| class="xl66" style="width: 278pt" width="371" | Description
| class="xl66" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Vendor
| Fixed
| class="xl64" style="width: 278pt" width="371" | History refresh issue
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Inventory
| Fixed
| class="xl64" style="width: 278pt" width="371" | Double click on PO item not jumping to the correct PO
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Fixed
| class="xl64" style="width: 278pt" width="371" | Default settings for 'To be Emailed' & 'To be Printed' will be set to false on data conversion from 7.0.
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Orders
| Modified
| class="xl64" style="width: 278pt" width="371" | When terms are required present a dropdown list
| class="xl64" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl67" style="width: 70pt" width="93" |
| class="xl68" style="width: 278pt" width="371" |
| class="xl68" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl63" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.20.2011
| class="xl65" style="width: 278pt" width="371" | Version: SME: 7.1.18.120 - SQLink 7.1.18.36
| class="xl64" style="width: 269pt" width="359" | DB Version 7.1.18.120
|- style="height: 15pt"
| class="xl63" style="height: 15pt" height="20" | Module
| class="xl63" | Action
| class="xl66" style="width: 278pt" width="371" | Description
| class="xl66" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Fixed
| class="xl64" style="width: 278pt" width="371" | Live update was not working
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Projects
| Fixed
| class="xl64" style="width: 278pt" width="371" | Deleting a Project
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Inventory
| Fixed
| class="xl64" style="width: 278pt" width="371" | Bin & Shelf holding values
| class="xl64" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Inventory
| Added
| class="xl64" style="width: 278pt" width="371" | Software Version/Hardware Version
| class="xl64" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.20.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.119 - SQLink 7.1.18.35
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.117
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Added
| class="xl66" style="width: 278pt" width="371" | Status line when exporting Service Items
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Orders
| Fixed
| class="xl66" style="width: 278pt" width="371" | Jump to Inventory when not on a Materials Tab
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | System/Documents
| Fixed
| class="xl66" style="width: 278pt" width="371" | Retrieval Query attempting run multiple times<span> </span>
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | System/Documents
| Fixed
| class="xl66" style="width: 278pt" width="371" | Timing issues with retrieving the docs
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | System/Documents
| Fixed
| class="xl66" style="width: 278pt" width="371" | Search when viewing results from docs list
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | System/Setup
| Added
| class="xl66" style="width: 278pt" width="371" | Ability to lock sales person on Proposal/Orders
| class="xl66" style="width: 269pt" width="359" | New check box in Setp> Company
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.19.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.118
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.117
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Orders/Invoices
| Fixed
| class="xl66" style="width: 278pt" width="371" | Assigned to lists not filling when in edit mode
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | PO
| Fixed
| class="xl66" style="width: 278pt" width="371" | PO item table not open error when saving PO
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Orders/Proposals
| Fixed
| class="xl66" style="width: 278pt" width="371" | Add quick labor button
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.18.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.117 - SQLink: 7.1.18.34
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.117
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Routines
| Added
| class="xl66" style="width: 278pt" width="371" | Manufacture number to customer equipment
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Routines
| Added
| class="xl66" style="width: 278pt" width="371" | When saving add vendor name to customer equipment
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Modified
| class="xl66" style="width: 278pt" width="371" | Allow all charecters except ':' colon to sync on names fields
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Modified
| class="xl66" style="width: 278pt" width="371" | Prelive Update method - not updating with code
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Customer Eq
| Fixed
| class="xl66" style="width: 278pt" width="371" | Add service from context menu
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Vendor
| Fixed
| class="xl66" style="width: 278pt" width="371" | Subcontractor history not showing
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Vendor
| Added
| class="xl66" style="width: 278pt" width="371" | Vendor link to customer equipment<span> </span>
| class="xl66" style="width: 269pt" width="359" | New functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | .
|
| class="xl66" style="width: 278pt" width="371" |
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.15.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.117
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.117
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Added
| class="xl66" style="width: 278pt" width="371" | Fields for government operations
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Modified
| class="xl66" style="width: 278pt" width="371" | All Date conversion routines to better handle international date formats
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | PO
| Fixed
| class="xl66" style="width: 278pt" width="371" | Error when saving a PO
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.14.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.17.116<span> </span>
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.17.115
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Archiving
| Modifying
| class="xl66" style="width: 278pt" width="371" | Reviewing archiving functionality
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Routines
| Fixed
| class="xl66" style="width: 278pt" width="371" | Adding records when SME is not syncing with QuickBooks
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | .
|
| class="xl66" style="width: 278pt" width="371" |
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.13.2011
| class="xl67" style="width: 278pt" width="371" | Version: SQLink 7.1.17.32
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.17.115
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 30pt"
| style="height: 30pt" height="40" | SQLink
| Added
| class="xl66" style="width: 278pt" width="371" | Field to import fields not linked to inventory or service items in SME
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Added
| class="xl66" style="width: 278pt" width="371" | Fields to maintain business types
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Modified
| class="xl66" style="width: 278pt" width="371" | Proposal import logic
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.12.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.17.115 - SQLink: 7.1.17.31
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.17.115
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Proposal
| Modified
| class="xl66" style="width: 278pt" width="371" | Commissions now pulled from Price Books
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Users
| class="xl66" style="width: 278pt" width="371" | Removed commission settings from views
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Added
| class="xl66" style="width: 278pt" width="371" | Business types import/export logic
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Modified
| class="xl66" style="width: 278pt" width="371" | Importing proposal logic for non inventory/service items
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | .
|
| class="xl66" style="width: 278pt" width="371" |
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.11.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.16.114 - SQLink: 7.1.17.31
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.16.114
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Fixed
| class="xl66" style="width: 278pt" width="371" | Conversion from 7.0 lockup
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Routines
| Modified
| class="xl66" style="width: 278pt" width="371" | Speed up conversion from 7.0
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Implemented
| class="xl66" style="width: 278pt" width="371" | Limit services flag.<span>  </span>
| class="xl66" style="width: 269pt" width="359" | See link above for info
|- style="height: 15pt"
| style="height: 15pt" height="20" | Dispatch
| Added
| class="xl66" style="width: 278pt" width="371" | Lock dispatch flag to user groups
| class="xl66" style="width: 269pt" width="359" | If set a user cannot modify Dispatch records
|- style="height: 15pt"
| style="height: 15pt" height="20" | Setup
| Added
| class="xl66" style="width: 278pt" width="371" | Limited Service flag to system setup
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Added
| class="xl66" style="width: 278pt" width="371" | QB ID to business types table for SQLink
| class="xl66" style="width: 269pt" width="359" | If set will export business types
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.07.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.16.113 - SQLink: 7.1.17.30
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.15.111
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Proposal
| Fixed
| class="xl66" style="width: 278pt" width="371" | Proposal label for export
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | Proposal
| Added
| class="xl66" style="width: 278pt" width="371" | Hyper link for customers - jump to customer if exists - or else jump to Sales
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Proposal
| Fixed
| class="xl66" style="width: 278pt" width="371" | Creating labor records
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | Recurring Orders
| Fixed
| class="xl66" style="width: 278pt" width="371" | Creating service item records when a price book is defined
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Sales
| Added
| class="xl66" style="width: 278pt" width="371" | Added Sales table to list of tables to propagate addresses
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Added
| class="xl66" style="width: 278pt" width="371" | When adding addresses also add phone, email, contact name, etc..
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Added
| class="xl66" style="width: 278pt" width="371" | PO date from received date option
| class="xl66" style="width: 269pt" width="359" | New setting in SQLink
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.06.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.15.112 - SQLink: 7.1.15.29
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.15.111
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Modified
| class="xl66" style="width: 278pt" width="371" | Removed option for closed orders
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Fixed
| class="xl66" style="width: 278pt" width="371" | Outlook style menu bar was not hiding correctly
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | Customer
| Fixed
| class="xl66" style="width: 278pt" width="371" | Using phone number for account setting and checking for duplications
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Dispatch
| Added
| class="xl66" style="width: 278pt" width="371" | Include city in the name headers as; Name-Status:City
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | .
|
| class="xl66" style="width: 278pt" width="371" |
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.05.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.15.111 - SQLink: 7.1.15.29
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.15.110
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Orders
| Fixed
| class="xl66" style="width: 278pt" width="371" | Item discounts will be after tax discounts
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Modified
| class="xl66" style="width: 278pt" width="371" | If no default for zone is found (whether zone is specified or not), force system default location
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.04.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.15.110 - SQLink: 7.1.15.28
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.15.110
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 30pt"
| style="height: 30pt" height="40" | Routines
| Modified
| class="xl66" style="width: 278pt" width="371" | Discount logic - when caculating by item taxes reduce the item discount before the tax discount
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 45pt"
| style="height: 45pt" height="60" | Recurring Order
| Fixed
| class="xl66" style="width: 278pt" width="371" | New order was not properly created when the same Recurring order is generated more that once, in the same date range, in sequence…
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Fixed
| class="xl66" style="width: 278pt" width="371" | Reworked compliance check.<span>  </span>Tech fails if is missing any certification linked to compliance
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Recurring Order
| Added
| class="xl66" style="width: 278pt" width="371" | Information that the data is being generated
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Added
| class="xl66" style="width: 278pt" width="371" | Complaince Code Editor
| class="xl66" style="width: 269pt" width="359" | New functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Proposal
| Fixed
| class="xl66" style="width: 278pt" width="371" | Editing proposals that have been exported to QuickBooks
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Added
| class="xl66" style="width: 278pt" width="371" | Global discount bucket on item taxes
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 04.01.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.15.109 - SQLink: 7.1.15.27
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.15.110
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 30pt"
| style="height: 30pt" height="40" | PO
| Fixed
| class="xl66" style="width: 278pt" width="371" | First time a tracking number was entered, it was 'seen' as blank when clicking the button to add it to the list.
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Vendors
| Fixed
| class="xl66" style="width: 278pt" width="371" | Set the grid when changing tabs
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Orders
| Added
| class="xl66" style="width: 278pt" width="371" | Flags to export subcontractor bills on closed orders
| class="xl66" style="width: 269pt" width="359" | Change - use to only export on Invoices
|- style="height: 15pt"
| style="height: 15pt" height="20" | Orders
| Added
| class="xl66" style="width: 278pt" width="371" | Prompt to re-export if the Bill has already been exported
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Invoices
| Added
| class="xl66" style="width: 278pt" width="371" | Copy order flag setting to invoices
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Added
| class="xl66" style="width: 278pt" width="371" | Duplication checks for serial numbers
| class="xl66" style="width: 269pt" width="359" | <span> </span>will prompt user to enter if a dup is found
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Added
| class="xl66" style="width: 278pt" width="371" | Export of Closed Bills
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | SQLink
| Modified
| class="xl66" style="width: 278pt" width="371" | If a bill has been exported only delete for the specific order and not on combined orders
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Orders
| Added
| class="xl66" style="width: 278pt" width="371" | When saving a Labor record prompt to re-export
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 03.31.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.15.108 - SQLink: 7.1.15.26
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.15.108
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Custom Fields
| class="xl66" style="width: 278pt" width="371" | Added logic for partner discounts
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Modified
| class="xl66" style="width: 278pt" width="371" | Screen layout
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | .
|
| class="xl66" style="width: 278pt" width="371" |
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 03.30.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.15.108 - SQLink: 7.1.15.26
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.15.108
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Modified
| class="xl66" style="width: 278pt" width="371" | Discount logic
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Modified
| class="xl66" style="width: 278pt" width="371" | Discount logic handling
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Added
| class="xl66" style="width: 278pt" width="371" | Item Discount fields to Price Books (Formerly known as Partner Discounts
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 03.28.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.14.107 - SQLink: 7.1.15.25
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.14.107
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Fixed
| class="xl66" style="width: 278pt" width="371" | Listing all techs without emails if Work Flow was turned on
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Sdispatch
| Modified
| class="xl66" style="width: 278pt" width="371" | Removed tasks from activities
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | Proposals
| Fixed
| class="xl66" style="width: 278pt" width="371" | Popup when doing a right click on servreq/performed in proposals after being in orders
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Orders
| Fixed
| class="xl66" style="width: 278pt" width="371" | Missing datasource on serices in tab order
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Fixed
| class="xl66" style="width: 278pt" width="371" | Speed issues adding common services to orders
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | Recurring Orders
| Fixed
| class="xl66" style="width: 278pt" width="371" | Date on the service item was not set to current date on generation
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Fixed
| class="xl66" style="width: 278pt" width="371" | deletion of items causing unrelated items to be deleted
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Proposals
| Modified
| class="xl66" style="width: 278pt" width="371" | Do not export a QB proposal back to QB
| class="xl66" style="width: 269pt" width="359" | One way sync
|- style="height: 15pt"
| style="height: 15pt" height="20" | Proposals
| Modified
| class="xl66" style="width: 278pt" width="371" | Item handling
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 03.25.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.13.106<span> </span>
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.13.106
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Modified
| class="xl66" style="width: 278pt" width="371" | Modified tranvesing modules to enhance speed issues on some networks.<span> </span>
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Fixed
| class="xl66" style="width: 278pt" width="371" | Quick views on proposals, orders, invoices, & payments
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Modified
| class="xl66" style="width: 278pt" width="371" | Include techs with blank zones to lookups
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Invoice
| Fixed
| class="xl66" style="width: 278pt" width="371" | Note menu<span> </span>
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Order
| Fixed
| class="xl66" style="width: 278pt" width="371" | Note menu<span> </span>
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Order/Invoices
| Fixed
| class="xl66" style="width: 278pt" width="371" | Lock Tax functionality
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 03.24.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.13.106<span> </span>
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.13.105
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Modified
| class="xl66" style="width: 278pt" width="371" | Modified tranvesing modules to enhance speed issues on some networks.<span> </span>
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 03.23.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.13.105 - SQLink 7.1.13.24
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.13.105
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Proposal
| Added
| class="xl66" style="width: 278pt" width="371" | Fields to support Proposal Export to QB
| class="xl66" style="width: 269pt" width="359" | Proposals export to QB
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Added
| class="xl66" style="width: 278pt" width="371" | Proposal export logic
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Activities
| Fixed
| class="xl66" style="width: 278pt" width="371" | Alarms not firing
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Modified
| class="xl66" style="width: 278pt" width="371" | Started modifying tranvesing modules to enhance speed issues on some networks.<span> </span>
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 03.22.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.12.104
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.13.105
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Activities
| Fixed
| class="xl66" style="width: 278pt" width="371" | Alarm timer
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Recurring Orders
| Fixed
| class="xl66" style="width: 278pt" width="371" | Search Views causing program to lock up
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Customer
| Fixed
| class="xl66" style="width: 278pt" width="371" | Jump to recurring order from history error
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Customer
| Fixed
| class="xl66" style="width: 278pt" width="371" | Maintenance Search lock up
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Proposal
| Added
| class="xl66" style="width: 278pt" width="371" | Proposal fields to allow proposal export
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Dispatch
| Added
| class="xl66" style="width: 278pt" width="371" | Flag to hide some service items in dispatch
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Customer
| Fixed
| class="xl66" style="width: 278pt" width="371" | Refresh from Billing when changing billing on a customer
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 03.21.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.12.103
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.11.99
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Routines
| Modified
| class="xl66" style="width: 278pt" width="371" | String text handling for importing to Service table
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | .
|
| class="xl66" style="width: 278pt" width="371" |
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 03.18.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.12.102 - SQLink 7.1.12.23
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.11.99
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Modified
| class="xl66" style="width: 278pt" width="371" | Update logic
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | SQLink
| Modified
| class="xl66" style="width: 278pt" width="371" | API thread handling
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 03.17.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.12.101<span> </span>
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.11.99
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Contacts
| Fixed
| class="xl66" style="width: 278pt" width="371" | Updating phone numbers when modyfing contacts
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 30pt"
| style="height: 30pt" height="40" | Customer
| Fixed
| class="xl66" style="width: 278pt" width="371" | Jump to Scheduled Service and edit or create a new service
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | System
| Modified
| class="xl66" style="width: 278pt" width="371" | Hot Key for adding Journal Notes
| class="xl66" style="width: 269pt" width="359" | CTRL+ALT+N
|- style="height: 15pt"
| style="height: 15pt" height="20" | Orders
| Fixed
| class="xl66" style="width: 278pt" width="371" | Vendor was not showing for non inventory items
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 15pt"
| style="height: 15pt" height="20" | Payments
| Fixed
| class="xl66" style="width: 278pt" width="371" | Reducing payment amount when clearing an invoice
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 03.16.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.11.99 - SQLink 7.1.11.22
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.11.99
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 30pt"
| style="height: 30pt" height="40" | System
| Added
| class="xl66" style="width: 278pt" width="371" | Land on grid logic. If set will land in the grid instead of the filter row
| class="xl66" style="width: 269pt" width="359" | New system User setting
|- style="height: 120pt"
| style="height: 120pt" height="160" | System
| Added
| class="xl66" style="width: 278pt" width="371" | Hot key functioality
| class="xl66" style="width: 269pt" width="359" | "Ctrl + Shift + T - jumps to details tab (if you aren't already there), adds new text<br /> Ctrl + Shift + L - adds new labor<br /> Ctrl + Shift + M - adds material<br /> Ctrl + Shift + P - Adds Package<br /> Ctrl + Shift + S - Adds Service Item<br /> Ctrl + Shift + E - Edits item (only from details page)<br /> Ctrl + Shift + D - deletes item (only from details page)"
|- style="height: 30pt"
| style="height: 30pt" height="40" | SQLink
| Added
| class="xl66" style="width: 278pt" width="371" | Ignore SME Bill Address when exporting invocies and Proposals
| class="xl66" style="width: 269pt" width="359" | New setting in SQLink<span> </span>
|- style="height: 30pt"
| style="height: 30pt" height="40" | SQLink
| Fixed
| class="xl66" style="width: 278pt" width="371" | Exporting bills and POs when the customer is missing the QB ID
| class="xl66" style="width: 269pt" width="359" |
|}

{| width="958"
|- style="height: 15pt"
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl69" style="width: 70pt" width="93" |
| class="xl70" style="width: 278pt" width="371" |
| class="xl70" style="width: 269pt" width="359" |
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
| 03.14.2011
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.11.98 - SQLink 7.1.11.21
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.9.90
|- style="height: 15pt"
| class="xl65" style="height: 15pt" height="20" | Module
| class="xl65" | Action
| class="xl68" style="width: 278pt" width="371" | Description
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
|- style="height: 15pt"
| style="height: 15pt" height="20" | Payments
| Fixed
| class="xl66" style="width: 278pt" width="371" | Not always setting the payment properly on the invoice
| class="xl66" style="width: 269pt" width="359" |
|- style="height: 45pt"
| style="height: 45pt" height="60" | SQLink
| Added
| class="xl66" style="width: 278pt" width="371" | Auto Process to the Process Menu
| class="xl66" style="width: 269pt" width="359" | When set SQLink will run process in a loop beginning with the first process and starting over when the last process has completed.<span> </span>
|}