|
Added ability for
custom field matching for data imports |
 |
|
Added support for
QuickBooks 2003-2006 United Kingdom edition |
 |
|
Internet Utility can
now be installed as a server service |
|
|
Added ability to
self-manage multiple business locations |
|
|
Added ability to
integrate custom data exports |
|
|
Searching repair
orders by serial number, make, model, or description can now
also search the serialized accessories |
|
|
Entering a serial
number on a new repair order can now automatically notify if
that serial number was in the serialized accessories of a
previous repair order |
|
|
Added ability to
send CC and BCC e-mails |
|
|
Added ability to
select multiple faxes or e-mails from customer contacts and
vendor contacts when sending a form |
|
|
Added customer
credit limits |
|
|
Added Customers Over
Their Credit Limit report |
|
|
Added Repair Orders
Received report |
|
|
Added Repair Orders
Awaiting Arrival or Dispatch report |
|
|
Added Repair Orders
Awaiting Estimate report |
|
|
Added Subcontracted
Repair Orders Awaiting Estimate report |
|
|
Added Repair Orders
Awaiting Repair or Repair in Process report |
|
|
Added Completed Repair
Orders report |
|
|
Added Repair Orders
Refused by Technician report |
|
|
Added Abandoned
Repair Orders report |
|
|
Added Repair
Completion Statistics report |
|
|
Added Repair Status
Summary report |
|
|
Added Fault Codes
Analysis report |
|
|
Added Revenue
Summary by Fault Code report |
|
|
Added Part Fault
Analysis report |
|
|
Added ledger-based
Customer Statements report |
|
|
Added ledger-based
Revenue Summary report |
|
|
Added ledger-based
Revenue Summary by Customer report |
|
|
Added ledger-based
Taxes by Province/State report |
|
|
Added Invoice Ledger
Listing report |
|
|
Added Audit Invoice
Ledger for Balances report |
|
|
Added Audit Invoice
Ledger for Missing Transactions report |
|
|
Added Payment Ledger
Listing report |
|
|
Added Audit Payment
Ledger for Balances report |
|
|
Added Audit Payment
Ledger for Missing Transactions report |
|
|
Added automatic audit
and repair of invoice and payment ledgers |
|
|
Added report selection
by keyword filter |
|
|
Added options whether to
prompt before printing forms when saving records |
|
|
Added ability to do a
partial purge of the user edit history |
|
|
Added support for
FastFax by Quadrant Software |
|
|
Added support for
Google Maps |
|
|
Added reverse
driving directions |
|
|
Added Vendors with
Contacts export |
|
|
Added identifying
reference to edit windows title bars and the window bar |
|
|
Added ability to
configure SMTP e-mail port |
|
|
Added option to
default browse window searching to find a search text phrase
anywhere in the field |
|
|
Added a default
warranty term to warranty plans |
|
|
Added a new "Balance
of Original Warranty" warranty term |
|
|
Lengthened ship via
fields to 40 characters to accommodate entering a shipping
account number |
|
|
Lengthened e-mail
address fields to 200 characters to accommodate entering
multiple e-mail address separated by semicolons |
|
|
Lengthened storage
bin fields to 20 characters |
|
|
MAJOR NEW FEATURES AVAILABLE TO VERSION 2.6 LICENSES |
|
|
|
|
Added ability to
enter data in Chinese, Japanese and other languages |
|
|
Added ability to
rename fields with custom field captions |
|
|
Added Custom
Captions Listing report |
|
|
Added option to allow
resizing of edit windows |
|
|
Fields are now
automatically resized to fill the size of the edit window |
|
|
Added unlimited contacts
to Customer and Vendor accounts |
|
|
Added import of
Customer and Vendor contacts from a text file (to be released
shortly) |
|
|
Added export of
Customer and Vendor contacts to a text file |
|
|
Added Customer Contacts
Listing report |
|
|
Added Vendor Contacts
Listing report |
|
|
Added Parts Order
Worksheet report |
|
|
Added Item
Description field to Repair Orders and Warranty Cards |
|
|
Added default
Reference 1 and Reference 2 fields to Customer accounts with the
option to copy them to new repair orders, sales invoices, and
credit notes |
|
|
Added default
Reference 1 and Reference 2 fields to Vendor accounts with the
option to copy them to new repair orders and purchase orders |
|
|
Added default
Language of correspondence field to Customer and Vendor accounts
for use when printing forms and reports |
|
|
Added customer
language option to Customer Statements and Repair Status Listing
reports |
|
|
Added default
Advertising method to customer accounts |
|
|
Added warranty term
periods of 100 days, 120 days, 150 days, and 18 months |
|
|
Added payment term
periods from 95 days to 120 days |
|
|
Added option of
larger toolbar buttons with captions |
|
|
Added ability to
save stopwatch time to repair orders |
|
|
Added ability to
save default filters for browse windows |
|
|
Added reference 1,
reference 2, fax, and advertising columns to customers browse
window |
|
|
Added reference 1,
reference 2, and fax columns to vendors browse window |
|
|
Added parts, labor,
total, description, and advertising columns to repair orders
browse window |
|
|
Added total column
to sales invoices browse window |
|
|
Added total column to
credit notes browse window |
|
|
Added reference 1,
reference 2, contact name, business phone, and toll-free phone
columns to purchase orders browse window |
|
|
Added description and
contact name columns to warranty cards browse window |
|
|
Added color highlighting
on inactive accounts in Customer and Vendor dropdowns |
|
|
Added color highlighting
on repairs that are nearing or past their requested for date |
|
|
Added on-line courier
tracking for TNT |
|
|
Batch tax update routine
now allows batch updating of disabled tax rules |
|
|
Added ability to
automatically receive repair orders from a web site |
|
|
MAJOR NEW FEATURES AVAILABLE TO VERSION 2.5 LICENSES |
|
|
|
|
Release of Repair
Micro edition |
|
|
Release of Repair SQL and Retail SQL editions for MySQL or Microsoft SQL Server |
|
|
Added new QuickBooks
export options and support for
QuickBooks 2006 |
|
|
Added batch tax updates |
|
|
Added ability to capture
and print digital photographs |
|
|
Added ability to
capture and print ESIGN-compliant electronic signatures |
|
|
Added custom
business location logo setup and printing |
|
|
Added ability to
send faxes and e-mails to multiple recipients |
|
|
Added support for MAPI
e-mailing |
|
|
Added support for
Microsoft Fax and Captaris RightFax fax servers |
|
|
Added support for on-line
fax services |
|
|
Added support for on-line SMS text messaging services |
|
|
Added option to
determine tax based on shipping or billing address |
|
|
Added option to
print credit note monetary values as positive or negative |
|
|
Added wildcard
search column to browse windows to search all columns at once |
|
|
Added optional browse record limit of 5000, 1000, 500, or
100 records |
|
|
Added record total
to lower right corner of browse windows |
|
|
Added Reference 3
and Reference 4 fields to repair orders |
|
|
Added Reference 3,
Reference 4, Approved/Refused Date, Invoice Date, and
Province/State
columns to repair orders browse window |
|
|
Added Province/State
column to sales invoices and credit notes browse windows |
|
|
Added Province/State
and Country columns to customers browse window |
|
|
Added Business
Phone, Toll-Free Phone, Province/State, Postal/Zip Code, and
Country columns to vendors browse window |
|
|
Added Category
column to service codes browse |
|
|
Added Warranty Plan
column to warranty cards browse |
|
|
Added Category field
to service codes |
|
|
Added Notes field to
makes and models |
|
|
Added Discover card,
Credit Note, and Account payment methods |
|
|
Increased size of
Customer Name and Vendor Name fields to 70 characters |
|
|
Increased size of
Fault Description to 80 characters |
|
|
Removed the
simultaneous edit window limit for Windows NT, 2000, XP, and 2003 |
|
|
Improved formatting
of repair status web site including custom logo and message |
|
|
Automated status
notices and status reports can include a custom message |
|
|
Automated status
notices and reports can now be sent via fax, and notices via SMS
text message |
|
|
MAJOR NEW FEATURES AVAILABLE TO VERSION 2.4 AND HIGHER
LICENSES |
|
|
|
|
Added module to
exclude records from export to QuickBooks |
|
|
Added fault codes |
|
|
New Fault Codes
Listing report |
|
Added new Field
service code type for custom fields on Repair Orders and Sales
Invoices
(Forms and reports must be customized to print the custom
fields) |
|
|
Added ability to
define a custom dropdown list for each service code |
|
|
Increased size of
service codes to 10 characters |
|
|
Increased size of
tax name to 7 characters |
|
|
Added Tax Exemption
Number field to customer accounts and invoices |
|
|
Added ability to
configure unique tax rules for each Province and State |
|
|
Added ability to
configure tax rules for Provinces and States outside of North
America |
|
|
Added geographic
data in dropdown lists for Great Britain and Australia |
|
|
Added
British-English, French, and Spanish spelling dictionaries |
|
|
Added a custom
spelling dictionary that can be updated by the user |
|
|
Added Date Received
from Repair Vendor field to repair orders |
|
|
Payment reference
field was increased to 30 characters and is now available for all
payment methods |
|
|
All individual
payment transactions now print on invoices and credit notes |
|
|
Added ability to
combine payment methods for technicians |
|
|
Added Technician
column to repair orders browse window |
|
|
Added option for
serial number notices to apply to a range of serial numbers |
|
|
New Packages Listing report |
|
|
New Parts Usage
report |
|
|
New Profit Summary
by Category report |
|
|
New Profit Summary
by Customer report |
|
|
New Profit Summary
by Make report |
|
|
New Profit Summary
by Repair Vendor report |
|
|
New Profit Summary
by Technician report |
|
|
New Repairs by
Repair Vendors that were Re-Repaired report |
|
|
New Repairs by
Technicians that were Re-Repaired report |
|
|
New Repairs that
were Re-Repaired report |
|
|
New Repeat Repairs
report |
|
|
New Repeat Repairs
by Repair Vendors report |
|
|
New Repeat Repairs
by Technicians report |
|
|
New Revenue Summary
by Service Code report |
|
|
New Service Codes
Analysis report |
|
|
New Taxes by
Province/State report |
|
|
New Setup Toolbar
Buttons module |
|
|
Added ability to
delete all detail rows on a record in one step |
|
|
MAJOR NEW FEATURES AVAILABLE TO VERSION 2.3 AND HIGHER
LICENSES |
|
|
|
|
Added import
Customers and Vendors from QuickBooks |
|
|
Added logging of
user editing and viewing history |
|
|
Added quick entry of
date, time and user name with Ctrl+Shift+T and Ctrl+Shift+U hot
keys |
|
Added export to
QuickBooks Professional and Premier 2002 to 2005 editions
(For instructions, press F1 within the
program, select Accounting, and then QuickBooks Integration) |
|
|
Added flat rate and
hourly rate payment options for technicians |
|
|
Added cheque number
field to quick payments and batch payments |
|
|
Added option to
re-open closed purchase orders |
|
|
Added option to turn
off printing of the repair warranty on repair invoices |
|
|
Added option to
email estimates without an approval/refusal message and
hyperlinks |
|
|
Increased size of
all Reference fields to 30 characters |
|
|
Increased size of
all courier Tracking Code fields to 30 characters |
|
|
MAJOR NEW FEATURES AVAILABLE TO VERSION 2.2. AND HIGHER
LICENSES |
|
|
|
|
Support for printing
and on-line web lookup in French and Spanish |
|
|
Manually enter
Repair Order, Sales Invoice, Credit Note, and Purchase Order
numbers |
|
|
Repair label
printing on label printers |
|
|
Inventory can be
automatically filtered to the make and model being repaired for
quick parts selection |
|
|
Visual indicators on
tab controls show when data is entered on that tab |
|
|
View a list of all
logged-in users |
|
|
Save a zipped
database backup |
|
|
On-line courier
tracking for DHL (Canada and USA only) |
|
|
Default the Date
Requested For to a specified number of days after a repair order
is received |
|
|
Added model column
to serialized accessories on repair orders |
|
|
Serialized
accessories now print wrapped with commas when there are no
corresponding serial nos. |
|
|
New Technician Assignments report |
|
|
Increased size of the Purchase Order detail line reference field
to 100 characters |
|
|
Date Received field on repair orders may now be left empty while the
status is Awaiting Arrival |
|
|
MAJOR NEW FEATURES AVAILABLE TO VERSION 2.1 AND HIGHER
LICENSES |
|
|
|
|
Spell check on all
text fields |
|
|
New Warranty Card
module |
|
|
Inventory, Purchasing,
and Statistics now support multiple locations |
|
|
Quickly switch
between viewing data for all locations or for only your location |
|
|
Batch printing,
emailing, and faxing |
|
|
Form printing across
a network is now many times faster |
|
|
Completed and paid
repairs remain on the web search page for ninety days after they are
returned |
|
|
Serial numbers can
now be unique either by make or by model |
|
|
Serial number, Email
address, Purchased from, Tax registration, and Tax name fields are
now wider |
|
|
Makes and models now
support default bin and default attachments (e.g. service manuals,
recalls) |
|
|
Easily paste
Internet shortcuts as attachments |
|
|
Statistics can now
be viewed for miscellaneous customer and vendor accounts |
|
|
Email now supports
secure mail authentication |
|
|
Added on-line
courier tracking for the United States Postal Service |
|
|
Postal/Zip Code and
Repair Requested For date columns added to browse windows |
|
|
New Average Repair
Vendor Performance report |
|
|
New Warranty Cards
Listing, Expiring Warranty Cards, and Expiring Warranty Cards
reports |
|
|
Seven new Bar Code
Listings for quick scanning reference sheets of commonly used
entry codes |
|
|
MAJOR NEW OR IMPROVED FEATURES AVAILABLE TO ALL LICENSED
VERSIONS |
|
|
|
|
Licenses for
multiple business locations are now treated as a single pool of
licenses |
|
|
Licenses no longer
remain locked after the program is forcefully exited |
|
|
New customer and
vendor accounts must now have a unique name |
|
|
User preferences are
now stored within the open database file so that they will be
remembered from one workstation to the next |
|
|
Updated on-line
courier tracking link for United States Postal Service |
|
|
First time startup
now prompts before checking the Internet for program updates |
|
|
Repair invoice
date is now displayed at the top of the repair order entry
window |
|
|
Window bar for
easier window navigation |
|
|
Improved error
handling and added self-guided resolution for common errors |
|
|
Recoverable errors
now automatically retry for 10 seconds before generating an
error message |
|
|
Internet Utility now
switches to full interface mode from the system tray when an
error occurs |
|
|
Disabling a tax
automatically clears default tax settings on customer accounts |
|
|
Disabled taxes still
appear on old repair orders, sales invoices, and credit notes
for editing or removal |
|
|
Inventory now
calculates true average cost |
|
|
Manually save
database backup |
|
|
Added average repair hours and optional date range to Average
Repair Times and Charges report |
|
|
Added estimate approved date to Repair Status Listing report |
|
|
Searchable compiled
help files |
|
|
Backups are now done
as two daily backups and a timed hourly backup |
|
|
New License Manager |
|
|
New Database Repair
Utility to automatically repair a damaged database or restore a
backup |
|
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