Version 2004.04 |
| Release Date |
November 2004 |
|
| Database Compatibility |
v3: 2004.01 |
|
| New Features |
Documents (of any type) can now be attached to Projects as
well as Contacts |
All |
| Right-click menu on Contacts now allows browsing of MS Word
Docs and also Attached Docs |
All |
| Project Activities tab added to Pending module |
All |
| Search engine now permits searching on Opportunities and Projects
in addition to existing modules |
All |
| ToDo and Project Activity tabs on Account History module enhanced
for searching and status display |
All |
| Bugs fixed |
Attached MS Word Docs not displaying off right click menu under
some circumstances |
All |
| Administration tool not saving Custom Tab info correctly on
Win2KPro server |
TS, P2P |
| Parts List not resetting between modules when selecting Opportunities
then Projects |
All |
| |
Version 2004.03 |
| Release Date |
September 2004 |
|
| Database Compatibility |
v3: 2004.01 |
|
| New Features |
Diary Alerts can now be of any length (prior limit of 59 minutes) |
All |
| ToDo Pending popup now includes the Job Title field for the
benefit of Telesales staff |
All |
| Full remote hosting features added to Team Server edition including
license countdown warnings and user import facilities |
TS |
| Email import facility. You can now import a record of mails
received in your Outlook inbox and review a transaction log of
these mails in the Account History module. This allows you to
have a full view of email communications with your customers |
All |
| New state in user configurations allows a pick list to be frozen,
ie users cannot add or delete entries, only select from those
already existing. This is especially useful in conjunction with
the Region field in Accounts. |
TS, P2P |
| Subsidiary Companies - Stronger and more flexible business
logic allows you to define Parent-Child company relationships
and search, sort and view by company groups |
All |
| Quotations by Project - Cross-link your quotations to your
projects. See all your relevant project documentation in one
place |
All |
| Clear dormant logins. If a connection is lost, the server will
maintain a users thread until reaching a preset timeout. The
server now has an optional facility to automatically disconnect
dormant sessions if the user attempts another logon. This also
helps when a user has 2 machines and forgets to log off one before
transferring to another. |
TS, P2P |
| Bugs fixed |
Email sending: cc field not cleared after sending mail |
All |
| Popup list of Account names now readonly when selecting an
account for a new quotation |
All |
| Rounding error in Projects currency fields fixed. |
All |
| |
Version 2004.01 |
| Release Date |
January 2004 |
|
| Database Compatibility |
v3: 2004.01 |
|
| New Features |
New licensing scheme allows multiple products on one machine,
eg Personal + Team Server Client. |
All |
| Custom Fields. You can add 2 extra tabs to the Accounts module
containing up to 16 new fields. The naming and usage of these
fields is entirely up to the user. For TS and P2P, these fields
will be common to all users. |
All |
| Custom Definitions. The forecast module will allow you to standardize
your company language. Now when you say 40% confidence, everybody
knows exactly what you mean. |
All |
| Install Base - Maintain a sales history in your accounts and
improve repeat business rates |
All |
| Sales Meeting Module - Help streamline your sales meetings
- spend your time on the high priority / high value accounts |
All |
| Opportunities Module - From first contact to final contract,
the opportunities module will improve initial engagement and
get prospects into your sales funnel efficiently. |
All |
| Bugs fixed |
Fixed failure to save records when you navigate away from
unsaved edits. |
All |
| |
Version 2003.11 |
| Release Date |
September 2003 |
|
| Database Compatibility |
v2: 2003.11 |
|
| This version was a maintainence release to roll
up several bug fixes into a complete release. This version also
represents the final version on our v2 database structure. All
releases after this point are on v3. Please see the upgrading
pages for details. |
All |
The history of versions prior to 2003.11 is not available online.
Note: If you decide to host your own central server
you will require at least Windows® 98 Second Edition.
