Difference between revisions of "SME 9.0 New Features & Functionality"

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NOTE:  SME9 is still in development and testing phase. This is is only intended to provide a sneak peak of upcoming features, none of these features are guaranteed to make it into the final version.
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SME 9.0 is available for Beta as of August 2016.
  
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* Multiple Tab capability: SME9 brings enormous capability with the multiple tab feature.  This will automatically create a tab for every section you visit allowing you to quickly get to information.  For example, you can have a tab for a service order, customer, invoice, proposal, etc so that you can easily update information across all these modules.
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This version adds and changes the following:
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* Themes:  You can set custom themes to provide a more modern user interface for the company.
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* Complete Database restructure. All tables have been moved to views and new tables created with b<TableName> signifying base table.  This improves performance with a more normalized database.  Although this should not affect any custom reports or external programs, all custom reports and programs should be checked for functionality in sme9.
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* Notes box on Details tab: Quickly see record notes, sales notes, directions, or site notes in the right section of Details and Settings tab.  This will allow you to see past notes so you can provide the best service and follow-up.
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* Address have been changed significantly. All addresses for customers, vendors, contacts, and leads have been changed to link to an address table.  All past addresses are saved to allow past orders to hold these old address changes.
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* New record button bar: Record buttons have been combined on one line for quicker and easier access.  The Action and Activities buttons are now at the top.  A go to button allows you to quickly jump to a record based on the number or name.
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* Geo-coding on addresses. All addresses now have geo-code functionality for future dispatch mapping capability and other mapping capabilities.  Whenever a address is created or changed, a webservice is called to get the latest longitude and latitude geo-coded address information.  Customers can also use this geo-coding for your own custom applications that need location capability.
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* Scrolling Tab windows:  Now you can scroll within tabs to provide access on almost any size screen.
 
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* Order Status access:  Order Status is now in the top section to allow quick view of the status or change no matter which tab you are viewing.  Order status has become very important for work flow along with automated emailing so this important function is now at the top for easy access.
 
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* Payment processing is coming!  We are working on payment processing for ACH and credit card directly from SME and mobile.  Please contact sales@high5software.com if you are interested in the capability and want to be involved in the early release.
 
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[[file:sme9.png]]
 

Revision as of 17:24, 16 August 2016

SME 9.0 is available for Beta as of August 2016.

This version adds and changes the following:

  • Complete Database restructure. All tables have been moved to views and new tables created with b<TableName> signifying base table. This improves performance with a more normalized database. Although this should not affect any custom reports or external programs, all custom reports and programs should be checked for functionality in sme9.
  • Address have been changed significantly. All addresses for customers, vendors, contacts, and leads have been changed to link to an address table. All past addresses are saved to allow past orders to hold these old address changes.
  • Geo-coding on addresses. All addresses now have geo-code functionality for future dispatch mapping capability and other mapping capabilities. Whenever a address is created or changed, a webservice is called to get the latest longitude and latitude geo-coded address information. Customers can also use this geo-coding for your own custom applications that need location capability.
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