Difference between revisions of "SME 7.1 - New features and functionality"

Latest revision as of 17:43, 2 September 2011

NEW SME 7.1 FEATURES

WebServices and Add-On Products

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
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
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

Inventory Allocation

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.

Changes to the Dispatch Window

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.

Quick Schedule

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

Click Quick Schedule to learn how.

Search Window
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.

New way to manage columns on grids

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.

User Groups

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.

Custom Tabs and Fields

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.

Batch Print/Email Invoices

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

Journal Notes - a new way to enter notes

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.

Warehouse and Business Unit Zones

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

Click zones to learn more.

Commissions by Item

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

User Log in Log out Tracking

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.

Program Revision History:
Click Revision History to see detailed revision changes.

@@ Line 1: / Line 1: @@
-NEW SME 7.1 FEATURES
+'''NEW SME 7.1 FEATURES'''
+<br><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.
+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.
+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.
@@ Line 29: / Line 37: @@
 <span style="color: rgb(255, 102, 0);">Search Window</span>
+<br>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.
-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.
+<span style="color: rgb(255, 102, 0);">New way to manage columns on grids</span>
-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.
@@ Line 42: / Line 47: @@
-User Groups
+<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.
@@ Line 50: / Line 56: @@
-Custom Tabs and Fields
+<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.
@@ Line 58: / Line 65: @@
-Batch Print/Email Invoices
-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);">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/Email Invoices]] to learn more.
-Journal Notes - a new way to enter notes
+<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.
@@ Line 72: / Line 80: @@
-Warehouse and Business Unit Zones
+<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.
@@ Line 80: / Line 88: @@
-Commissions by Item
+<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.
@@ Line 86: / Line 94: @@
-User Log in Log out Tracking
+<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.
+Click [[log tracking]] to learn more.<br>
-PROGRAM REVISION HISTORY
-.
-Date:  	05.24.2011 	Version: SME: 7.1.18.137 - SQLink 7.1.18.42 	DB Version 7.1.18.130
-Module 	Action 	Description 	Revised SME Functionality
-Sales 	Fixed 	Fixed missing field in contacts
-SQLink 	Modified 	Added 'SME - ' prefix to PO Bills going to QB
-.
-Date:  	05.23.2011 	Version: SME: 7.1.18.136 	DB Version 7.1.18.130
-Module 	Action 	Description 	Revised SME Functionality
-System 	No Action 	Decimals in SME. No change - only for calculations
-Orders 	No Action 	Autodeliver flag - ONLY sets allocated, non serialized items to delivered.  reserved items are always set to delivered.  Check your item status.
-System 	Search 	Order Number search not locating orders
-Custom Tabs 	Modified 	Boolean fields automatically checked
-Vendor 	Fixed 	Error clicking on contacts - field not found
-Maintenance Contracts 	Fixed 	Error message when switching to attached proposals
-.
-Date:  	05.16.2011 	Version: SME: 7.1.18.135 	DB Version 7.1.18.130
-Module 	Action 	Description 	Revised SME Functionality
-RMA 	Fixed 	RMA - error on opening the dataset
-Customer Equipment 	Fixed 	Adding new records causing open data set error
-Customer Equipment 	Fixed 	Lost look-up error
-RMA 	Fixed 	Prompt to close RMA
-Date:  	05.13.2011 	Version: SME: 7.1.18.134 	DB Version 7.1.18.130
-Module 	Action 	Description 	Revised SME Functionality
-System 	Modified 	View functionality - Navigation is not scrolling or selecting info correctly when in a view or changing a view
-.
-Date:  	05.12.2011 	Version: SME: 7.1.18.133 	DB Version 7.1.18.130
-Module 	Action 	Description 	Revised SME Functionality
-System 	Modified 	All triggers to improve speed and functionality
-Invoice 	Fixed 	Linking between material items on invoices
-Invoice 	Modified 	Item selection regarding partial invoicing 	Can no longer pick specific items - handled by logic
-.
-Date:  	05.10.2011 	Version: SME: 7.1.18.132 - SQLink 7.1.18.41 	DB Version 7.1.18.130
-Module 	Action 	Description 	Revised SME Functionality
-Routines 	Fixed 	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. 	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.
-SQLink 	Added 	When exporting bills for purchase orders include 'direct delivery' items.
-Invoicing 	Fixed 	Infinite loop when processing Partial invoices.
-.
-Date:  	05.10.2011 	Version: SME: 7.1.18.131 	DB Version 7.1.18.130
-Module 	Action 	Description 	Revised SME Functionality
-System 	Fixed 	Dates on views can cause the view to malfunction and error switching modules in SME.
-Dispatch 	Fixed 	Bug in function library 'minutes between' would recalculate time to .98 instead of 1.00. hours.
-Routines 	Modification 	Reverted back to checking the 'Export Sub Bill' on the invoice when creating an invoice from orders. 	Will now set the flag.
-.
-Date:  	05.09.2011 	Version: SME: 7.1.18.130 	DB Version 7.1.18.130
-Module 	Action 	Description 	Revised SME Functionality
-Purchase Order 	Fixed 	Lost quick jump on PO items.
-Customers 	Modified 	Set 'Is Billable' flag to disabled unless record is in edit mode.
-System 	Added 	Auto Deliver flag 	When set will attempt to 'Auto Deliver' allocated items on order close
-Routines 	Added 	Auto Delivery flag
-.
-Date:  	05.06.2011 	Version: SME: 7.1.18.129 - SQLink 7.1.18.40 	DB Version 7.1.18.127
-Module 	Action 	Description 	Revised SME Functionality
-Invoice 	Modified 	Partial item selection modifications.
-Orders 	Fixed 	Sort order on Subcontractor drop downs
-System 	Orders 	PO export flag not getting set on creating an invoice. 	Export Bill flag is not set due to recent functionality changes
-SQLink 	Fixed 	Bad field name error when exporting negative invoices
-SQLink 	Fixed 	Query for exporting subcontractor POs.
-SQLink 	Fixed 	Messages not displaying after pressing the 'Clear' button.
-.
-Date:  	05.04.2011 	Version: SME: 7.1.18.128 - SQLink 7.1.18.39 	DB Version 7.1.18.127
-Module 	Action 	Description 	Revised SME Functionality
-System 	Fixed 	Batch Printing of invoices when a parameter is in use.
-System 	Fixed 	Saving grid settings when doing module changes without changing the tab.
-Orders/Labor 	Modified 	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.
-SQLink/Proposal 	Modified 	Initially import proposals in 6 month(vs 1 year) batches.
-Work Flow 	Modified 	Do not require edit mode for drop downs to drop down.
-.
-Date:  	05.03.2011 	Version: SME: 7.1.18.127 -  	DB Version 7.1.18.127
-Module 	Action 	Description 	Revised SME Functionality
-System/Users 	Added 	Outgoing email to user profiles.
-Invoice/Recurring 	Modified 	When generating recurring invocices save resultant UIDs to a temp table instead of a variable.
-Routines 	Fixed 	File list for recurring invoices which was causing the generation to error out.
-.
-Date:  	05.02.2011 	Version: SME: 7.1.18.126 - SQLink 7.1.18.39 	DB Version 7.1.18.120
-Module 	Action 	Description 	Revised SME Functionality
-System 	Fixed 	Batch printing when parameters are in use.
-System 	Fixed 	Saving grids settings when changing modules without leaving that tab.
-Orders/Labor 	Modified 	Change service item and price book when tech changes.
-SQLink 	Modified 	Import Proposals in 6 month increments.
-Work Flow 	Modified 	Do not require edit mode to display dropdown fields selection.
-.
-Date:  	04.28.2011 	Version: SME: 7.1.18.125 	DB Version 7.1.18.120
-Module 	Action 	Description 	Revised SME Functionality
-Orders 	Fixed 	Sort Order on Service Items in labor editor
-Purchase Orders 	Fixed 	Item not adding correctly if it was in Vendor items
-System 	Modified 	Filter modifications for speed improvements
-.
-Date:  	04.27.2011 	Version: SME: 7.1.18.124 - SQLink 7.1.18.38 	DB Version 7.1.18.120
-Module 	Action 	Description 	Revised SME Functionality
-Custom Fields 	Fixed 	Adding view filter to custom fields and then applying module fields error.
-System 	Fixed 	Update files
-SQLink 	Fixed 	Update files
-.
-Date:  	04.26.2011 	Version: SME: 7.1.18.123  	DB Version 7.1.18.120
-Module 	Action 	Description 	Revised SME Functionality
-Inventory 	Fixed 	Customer Equipment not initialized with shelf, bin, hardware, software versions when allocated.
-Purchase Order 	Fixed 	Display all ship to address information
-Purchase Order 	Fixed 	Location not refreshing before copying shipping address
-Invoice 	Added 	Prompt when saving invoice with no terms
-.
-Date:  	04.25.2011 	Version: SME: 7.1.18.122 - SQLink 7.1.18.36 	DB Version 7.1.18.120
-Module 	Action 	Description 	Revised SME Functionality
-Inventory 	Fixed 	Table not opening error on packages
-System 	Modified 	Importing - no longer show 'Blob' when importing memo fields
-SQLink 	Added 	IF not initializing billing address, AND invoice already exists, THEN save  the billing address, and reuse it when exporting
-.
-Date:  	04.20.2011 	Version: SME: 7.1.18.121 - SQLink 7.1.18.36 	DB Version 7.1.18.120
-Module 	Action 	Description 	Revised SME Functionality
-Vendor 	Fixed 	History refresh issue
-Inventory 	Fixed 	Double click on PO item not jumping to the correct PO
-System 	Fixed 	Default settings for 'To be Emailed' & 'To be Printed' will be set to false on data conversion from 7.0.
-Orders 	Modified 	When terms are required present a dropdown list
-.
-Date:  	04.20.2011 	Version: SME: 7.1.18.120 - SQLink 7.1.18.36 	DB Version 7.1.18.120
-Module 	Action 	Description 	Revised SME Functionality
-SQLink 	Fixed 	Live update was not working
-Projects 	Fixed 	Deleting a Project
-Inventory 	Fixed 	Bin & Shelf holding values
-Inventory 	Added 	Software Version/Hardware Version
-.
-Date:  	04.20.2011 	Version: SME: 7.1.18.119 - SQLink 7.1.18.35 	DB Version 7.1.18.117
-Module 	Action 	Description 	Revised SME Functionality
-SQLink 	Added 	Status line when exporting Service Items
-Orders 	Fixed 	Jump to Inventory when not on a Materials Tab
-System/Documents 	Fixed 	Retrieval Query attempting run multiple times
-System/Documents 	Fixed 	Timing issues with retrieving the docs
-System/Documents 	Fixed 	Search when viewing results from docs list
-System/Setup 	Added 	Ability to lock sales person on Proposal/Orders 	New check box in Setp> Company
-.
-Date:  	04.19.2011 	Version: SME: 7.1.18.118 	DB Version 7.1.18.117
-Module 	Action 	Description 	Revised SME Functionality
-Orders/Invoices 	Fixed 	Assigned to lists not filling when in edit mode
-PO 	Fixed 	PO item table not open error when saving PO
-Orders/Proposals 	Fixed 	Add quick labor button
-.
-Date:  	04.18.2011 	Version: SME: 7.1.18.117 - SQLink: 7.1.18.34 	DB Version 7.1.18.117
-Module 	Action 	Description 	Revised SME Functionality
-Routines 	Added 	Manufacture number to customer equipment
-Routines 	Added 	When saving add vendor name to customer equipment
-SQLink 	Modified 	Allow all charecters except ':' colon to sync on names fields
-SQLink 	Modified 	Prelive Update method - not updating with code
-Customer Eq 	Fixed 	Add service from context menu
-Vendor 	Fixed 	Subcontractor history not showing
-Vendor 	Added 	Vendor link to customer equipment  	New functionality
-.
-Date:  	04.15.2011 	Version: SME: 7.1.18.117 	DB Version 7.1.18.117
-Module 	Action 	Description 	Revised SME Functionality
-System 	Added 	Fields for government operations
-System 	Modified 	All Date conversion routines to better handle international date formats
-PO 	Fixed 	Error when saving a PO
-.
-Date:  	04.14.2011 	Version: SME: 7.1.17.116  	DB Version 7.1.17.115
-Module 	Action 	Description 	Revised SME Functionality
-Archiving 	Modifying 	Reviewing archiving functionality
-Routines 	Fixed 	Adding records when SME is not syncing with QuickBooks
-.
-Date:  	04.13.2011 	Version: SQLink 7.1.17.32 	DB Version 7.1.17.115
-Module 	Action 	Description 	Revised SME Functionality
-SQLink 	Added 	Field to import fields not linked to inventory or service items in SME
-SQLink 	Added 	Fields to maintain business types
-SQLink 	Modified 	Proposal import logic
-.
-Date:  	04.12.2011 	Version: SME: 7.1.17.115 - SQLink: 7.1.17.31 	DB Version 7.1.17.115
-Module 	Action 	Description 	Revised SME Functionality
-Proposal 	Modified 	Commissions now pulled from Price Books
-System 	Users 	Removed commission settings from views
-SQLink 	Added 	Business types import/export logic
-SQLink 	Modified 	Importing proposal logic for non inventory/service items
-.
-Date:  	04.11.2011 	Version: SME: 7.1.16.114 - SQLink: 7.1.17.31 	DB Version 7.1.16.114
-Module 	Action 	Description 	Revised SME Functionality
-System 	Fixed 	Conversion from 7.0 lockup
-Routines 	Modified 	Speed up conversion from 7.0
-System 	Implemented 	Limit services flag.   	See link above for info
-Dispatch 	Added 	Lock dispatch flag to user groups 	If set a user cannot modify Dispatch records
-Setup 	Added 	Limited Service flag to system setup
-SQLink 	Added 	QB ID to business types table for SQLink 	If set will export business types
-.
-Date:  	04.07.2011 	Version: SME: 7.1.16.113 - SQLink: 7.1.17.30 	DB Version 7.1.15.111
-Module 	Action 	Description 	Revised SME Functionality
-Proposal 	Fixed 	Proposal label for export
-Proposal 	Added 	Hyper link for customers - jump to customer if exists - or else jump to Sales
-Proposal 	Fixed 	Creating labor records
-Recurring Orders 	Fixed 	Creating service item records when a price book is defined
-Sales 	Added 	Added Sales table to list of tables to propagate addresses
-System 	Added 	When adding addresses also add phone, email, contact name, etc..
-SQLink 	Added 	PO date from received date option 	New setting in SQLink
-.
-Date:  	04.06.2011 	Version: SME: 7.1.15.112 - SQLink: 7.1.15.29 	DB Version 7.1.15.111
-Module 	Action 	Description 	Revised SME Functionality
-SQLink 	Modified 	Removed option for closed orders
-System 	Fixed 	Outlook style menu bar was not hiding correctly
-Customer 	Fixed 	Using phone number for account setting and checking for duplications
-Dispatch 	Added 	Include city in the name headers as; Name-Status:City
-.
-Date:  	04.05.2011 	Version: SME: 7.1.15.111 - SQLink: 7.1.15.29 	DB Version 7.1.15.110
-Module 	Action 	Description 	Revised SME Functionality
-Orders 	Fixed 	Item discounts will be after tax discounts
-System 	Modified 	If no default for zone is found (whether zone is specified or not), force system default location
-.
-Date:  	04.04.2011 	Version: SME: 7.1.15.110 - SQLink: 7.1.15.28 	DB Version 7.1.15.110
-Module 	Action 	Description 	Revised SME Functionality
-Routines 	Modified 	Discount logic - when caculating by item taxes reduce the item discount before the tax discount
-Recurring Order 	Fixed 	New order was not properly created when the same Recurring order is generated more that once, in the same date range, in sequence…
-System 	Fixed 	Reworked compliance check.  Tech fails if is missing any certification linked to compliance
-Recurring Order 	Added 	Information that the data is being generated
-System 	Added 	Complaince Code Editor 	New functionality
-Proposal 	Fixed 	Editing proposals that have been exported to QuickBooks
-SQLink 	Added 	Global discount bucket on item taxes
-.
-Date:  	04.01.2011 	Version: SME: 7.1.15.109 - SQLink: 7.1.15.27 	DB Version 7.1.15.110
-Module 	Action 	Description 	Revised SME Functionality
-PO 	Fixed 	First time a tracking number was entered, it was 'seen' as blank when clicking the button to add it to the list.
-Vendors 	Fixed 	Set the grid when changing tabs
-Orders 	Added 	Flags to export subcontractor bills on closed orders 	Change - use to only export on Invoices
-Orders 	Added 	Prompt to re-export if the Bill has already been exported
-Invoices 	Added 	Copy order flag setting to invoices
-System 	Added 	Duplication checks for serial numbers 	 will prompt user to enter if a dup is found
-SQLink 	Added 	Export of Closed Bills
-SQLink 	Modified 	If a bill has been exported only delete for the specific order and not on combined orders
-Orders 	Added 	When saving a Labor record prompt to re-export
-.
-Date:  	03.31.2011 	Version: SME: 7.1.15.108 - SQLink: 7.1.15.26 	DB Version 7.1.15.108
-Module 	Action 	Description 	Revised SME Functionality
-System 	Custom Fields 	Added logic for partner discounts
-SQLink 	Modified 	Screen layout
-.
-Date:  	03.30.2011 	Version: SME: 7.1.15.108 - SQLink: 7.1.15.26 	DB Version 7.1.15.108
-Module 	Action 	Description 	Revised SME Functionality
-System 	Modified 	Discount logic
-SQLink 	Modified 	Discount logic handling
-System 	Added 	Item Discount fields to Price Books (Formerly known as Partner Discounts
+Program Revision History:
-.
+<br>Click [[Revision History]] to see detailed revision changes.
-Date:  	03.28.2011 	Version: SME: 7.1.14.107 - SQLink: 7.1.15.25 	DB Version 7.1.14.107
-Module 	Action 	Description 	Revised SME Functionality
-System 	Fixed 	Listing all techs without emails if Work Flow was turned on
-Sdispatch 	Modified 	Removed tasks from activities
-Proposals 	Fixed 	Popup when doing a right click on servreq/performed in proposals after being in orders
-Orders 	Fixed 	Missing datasource on serices in tab order
-System 	Fixed 	Speed issues adding common services to orders
-Recurring Orders 	Fixed 	Date on the service item was not set to current date on generation
-SQLink 	Fixed 	deletion of items causing unrelated items to be deleted
-Proposals 	Modified 	Do not export a QB proposal back to QB 	One way sync
-Proposals 	Modified 	Item handling
-.
-Date:  	03.25.2011 	Version: SME: 7.1.13.106  	DB Version 7.1.13.106
-Module 	Action 	Description 	Revised SME Functionality
-System 	Modified 	Modified tranvesing modules to enhance speed issues on some networks.
-System 	Fixed 	Quick views on proposals, orders, invoices, & payments
-System 	Modified 	Include techs with blank zones to lookups
-Invoice 	Fixed 	Note menu
-Order 	Fixed 	Note menu
-Order/Invoices 	Fixed 	Lock Tax functionality
-.
-Date:  	03.24.2011 	Version: SME: 7.1.13.106  	DB Version 7.1.13.105
-Module 	Action 	Description 	Revised SME Functionality
-System 	Modified 	Modified tranvesing modules to enhance speed issues on some networks.
-.
-Date:  	03.23.2011 	Version: SME: 7.1.13.105 - SQLink 7.1.13.24 	DB Version 7.1.13.105
-Module 	Action 	Description 	Revised SME Functionality
-Proposal 	Added 	Fields to support Proposal Export to QB 	Proposals export to QB
-SQLink 	Added 	Proposal export logic
-Activities 	Fixed 	Alarms not firing
-System 	Modified 	Started modifying tranvesing modules to enhance speed issues on some networks.
-.
-Date:  	03.22.2011 	Version: SME: 7.1.12.104 	DB Version 7.1.13.105
-Module 	Action 	Description 	Revised SME Functionality
-Activities 	Fixed 	Alarm timer
-Recurring Orders 	Fixed 	Search Views causing program to lock up
-Customer 	Fixed 	Jump to recurring order from history error
-Customer 	Fixed 	Maintenance Search lock up
-Proposal 	Added 	Proposal fields to allow proposal export
-Dispatch 	Added 	Flag to hide some service items in dispatch
-Customer 	Fixed 	Refresh from Billing when changing billing on a customer
-.
-Date:  	03.21.2011 	Version: SME: 7.1.12.103 	DB Version 7.1.11.99
-Module 	Action 	Description 	Revised SME Functionality
-Routines 	Modified 	String text handling for importing to Service table
-.
-Date:  	03.18.2011 	Version: SME: 7.1.12.102 - SQLink 7.1.12.23 	DB Version 7.1.11.99
-Module 	Action 	Description 	Revised SME Functionality
-System 	Modified 	Update logic
-SQLink 	Modified 	API thread handling
-.
-Date:  	03.17.2011 	Version: SME: 7.1.12.101  	DB Version 7.1.11.99
-Module 	Action 	Description 	Revised SME Functionality
-Contacts 	Fixed 	Updating phone numbers when modyfing contacts
-Customer 	Fixed 	Jump to Scheduled Service and edit or create a new service
-System 	Modified 	Hot Key for adding Journal Notes 	CTRL+ALT+N
-Orders 	Fixed 	Vendor was not showing for non inventory items
-Payments 	Fixed 	Reducing payment amount when clearing an invoice
-.
-Date:  	03.16.2011 	Version: SME: 7.1.11.99 - SQLink 7.1.11.22 	DB Version 7.1.11.99
-Module 	Action 	Description 	Revised SME Functionality
-System 	Added 	Land on grid logic. If set will land in the grid instead of the filter row 	New system User setting
-System 	Added 	Hot key functioality 	"Ctrl + Shift + T - jumps to details tab (if you aren't already there), adds new text
-Ctrl + Shift + L - adds new labor
-Ctrl + Shift + M - adds material
-Ctrl + Shift + P - Adds Package
-Ctrl + Shift + S - Adds Service Item
-Ctrl + Shift + E - Edits item (only from details page)
-Ctrl + Shift + D - deletes item (only from details page)"
-SQLink 	Added 	Ignore SME Bill Address when exporting invocies and Proposals 	New setting in SQLink
-SQLink 	Fixed 	Exporting bills and POs when the customer is missing the QB ID
-.
-Date:  	03.14.2011 	Version: SME: 7.1.11.98 - SQLink 7.1.11.21 	DB Version 7.1.9.90
-Module 	Action 	Description 	Revised SME Functionality
-Payments 	Fixed 	Not always setting the payment properly on the invoice
-SQLink 	Added 	Auto Process to the Process Menu 	When set SQLink will run process in a loop beginning with the first process and starting over when the last process has completed.

Difference between revisions of "SME 7.1 - New features and functionality"

Latest revision as of 17:43, 2 September 2011

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