|
|
(5 intermediate revisions by 3 users not shown) |
Line 5: |
Line 5: |
| * 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 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 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 [[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] | | * 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] |
| | | |
Line 37: |
Line 37: |
| | | |
| <span style="color: rgb(255, 102, 0);">Search Window</span> | | <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. | + | <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. |
| | | |
| <span style="color: rgb(255, 102, 0);">New way to manage columns on grids</span> | | <span style="color: rgb(255, 102, 0);">New way to manage columns on grids</span> |
Line 68: |
Line 68: |
| <span style="color: rgb(255, 102, 0);">Batch Print/Email Invoices</span> | | <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. | + | 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. |
| | | |
| | | |
Line 99: |
Line 99: |
| SME 7.1 provides you with the ability to track when your users log in and log out of SME. | | 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: |
− | | + | <br>Click [[Revision History]] to see detailed revision changes. |
− |
| |
− | | |
− | <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>
| |
− | |}
| |