User Guide. Summary of Changes v6 Build 1503 to 1670

Transcription

1 User Guide P R O D U C T O V E R V I E W Summary of Changes v6 Build 1503 to 1670

2 Copyright 2008, E-Z Data, Inc., All Rights Reserved No part of this documentation may be copied, reproduced, or translated in any form without the prior written consent of E-Z Data, Inc. All product names are trademarks of their respective manufacturers or organizations. 918 E. Green Street Pasadena, CA Web: Telephone: (626) Fax: (626) U.S. toll-free fax: (800) Revised:

3 Table of Contents... 1 Overview... 1 Detailed Listing of Changes... 1 Core System SmartCalendar Alert Center Reports Advisor/Agency SmartCaseManager SmartPolicies SmartBenefits SmartRecruiting SmartInvestments SmartCommissions SmartOpportunities SmartEvents... 8

4 ... 8 SmartLeads SmartOffice Utilities SmartBridge/SmartOffice Configuration Utility SmartOffice Download Manager SmartOffice Mobile for Pocket PC SmartOffice Mobile for Palm SmartIntegrator ipipeline Pending Case Download

5 Summary of Changes from SmartOffice v6 Build 1503 to 1670 Overview This release of SmartOffice contains numerous enhancements and solutions. A significant focus of this update was to resolve new and existing issues encountered in the system and to continue to improve navigation and consistency. Stability improvements have also been made. Build 1670 of SmartOffice v6 contains changes made from July 2008 to August Detailed Listing of Changes Core System General The limit to the number of users who can receive an Intra-Office message has been increased. The increase allows messages to be sent to most users in an office. However, offices attempting to send Intra-Office to hundreds of users at once will still encounter limits. The Address Line 1 field no longer has to be filled in before a newly entered address can be saved. The address can now be saved if either the Address Line 1 or City field is filled in. This change has been made throughout the system. SmartPad Recent SmartPad changes caused the user to lose the ability to copy and paste from the SmartPad. This functionality has been restored. International Changes have been made to provide superior language support in international versions of SmartOffice. These changes do not affect the US version of SmartOffice is any negative way. General An issue has been resolved in which SmartView for Advisors notes added from the Detail content link of a pending case were not displaying. An issue with the timestamp for the Letter Details.Created On column in the Letter Log has been resolved. The timestamp now reflects the proper time for the user s location. Page 1

6 The office setting Send From: Outlook/Lotus Notes now correctly inserts the text of the form letter into the body of the message. An issue with incorrectly labeled fields has been resolved. An issue in which junk characters were displaying in the titles of documents has been resolved for SmartOffice international editions. An issue in which junk characters were displaying on the home page has been resolved for SmartOffice international editions. Several modifications have been made to the Data Import Wizard to make the new Auto Mapping feature more intuitive. Because of issues with high security settings on some users computers, a prompt now warns users if required SmartOffice ActiveX objects fail to install. Contact Management Pressing the TAB key after entering a phone number for a contact no longer causes the phone number to disappear. An issue has been resolved in which adding key relations to a business did not properly fill in the fields on the Key Relations content link. An Intra-Office issue involving cut-off text in sent messages has been resolved. The user is now prevented from typing more text than can be sent. Data Import An issue with the Spouse Last Name being imported incorrectly to the Household Name column has been resolved. Dynamic Reports Users can once again filter Dynamic Report columns after the report is run. A script error no longer occurs when a user accesses newly created Dynamic Reports. Letters An issue in which letters for businesses were not being posted to the Letter Log of a business record has been resolved. An issue in which merge codes were not expanding properly has been resolved. Merge codes for gender and marital status now expand properly with the written choice instead of the database value. Sending letters through SMTP now uses the MHTML format to prevent embedded images from displaying as attachments to recipients. Page 2

7 SmartPad An error that occurred when SmartPad notes were printed has been resolved. The ability to print only tagged rows from the SmartPad has been restored. SmartSecurity An issue involving old SmartOffice module licenses displaying in User Rights has been resolved. A text issue in User Preferences has been resolved so that the Task AutoMove/Unfinished Activities options now display appropriately for the locale. The new Resource Management feature no longer has an impact on the number of licenses available in the office. SmartCalendar In the Calendar Agenda, selecting Marketing Options from the expanded Options menu (or from the toolbar) now works properly. Alert Center Alert Center messages now display the correct time. Reports Crystal Reports The Investment, Account Master and Transaction report categories have been removed from all policy views. PDF Reports PDF reports no longer display deleted contact information. The Phone List report no longer displays incorrect phone numbers when several contacts are selected. Page 3

8 Advisor/Agency The message You have reached the end of the record no longer occurs when the user updates the supervisor or adds a phone number for an advisor. An issue in which carbon copy was not working for messages sent from SmartOffice through SMTP has been resolved. SmartCaseManager When the user customizes the layout of the Policy Insured List of a pending case or policy, the list of available tables now includes a Personal table. An issue in which the pending case Letter Log was not displaying form letter attachments has been resolved. An issue in which gross cash values were being calculated incorrectly has been resolved. SmartPolicies A policy can no longer be changed from variable universal life to another plan type until any subaccounts in the policy are removed. SmartBenefits When the status of a group policy is changed, the policy s stage now refreshes properly based on the status-stage relationship. SmartRecruiting An error no longer occurs when the Recruiting Status Report Monthly is run with 1,000 or more candidates in the database. Page 4

9 SmartInvestments Investment Accounts The Mass Modify utility now includes Roll Up Options as a choice. Investment Accounts The Account Merge utility is working properly again. Investment Positions For positions with the roll up options Do not roll up or Roll up only current value selected, the position status is now based on the position value. If the value is less than or equal to zero, the status is set to Closed. The proper warning message now displays when the user selects multiple positions on the Investment Positions List and attempts to view their details. Printing the Investment Position List for a contact s investment account now prints only the positions for that account. Previously, all of the positions in the database were printed. The system now recognizes all date formats and no longer prompts the user to select the century when a new subaccount is added. Investment Securities The Spin-Off and Merger utilities are working properly once again. The blended index Detail content link now displays all indexes, including home office and system level indexes, on the participating Index List. On the Value/Returns content link of a comparative index, if the index value is the same as the previous month s index value, the return now displays as 0.00 instead of blank. After each addition, deletion or modification of a comparative index, the system now automatically recalculates the index return. Account Performance Performance calculations work again using any date format. Page 5

10 Transactions An internal server error no longer occurs when the user selects a cancel sell transaction type using a selling method of Choose. An internal server error no longer occurs when a user tries to cancel/reverse a transaction after performing reconciliation. The Non-Financial transaction type is no longer affected by data from preceding transactions. The correct selling method now displays on positions for which there is a subsequent sell. The Available Transactions List is no longer blank when the user changes the system date format and then posts a Sell transaction using the Choose selling method. Investment Reports The Investment Position Reports now prompt the user for missing prices on variable annuity and variable universal life subaccounts when the reports are run at the household level. The cumulative return and annualized return for a period of one year is now always the same. Because investment reports can be generated from contact views, investment report categories have been removed from all policy views. The Cost option in the set-up dialog box for Balance Sheet Reports is now grayed out because it is not applicable to these reports. The alternate record highlighting on the Balance Sheet Bank Format report has been restored. The Balance Sheet Investment Format report now displays Total Assets for the entire family. SmartView for Clients Missing buttons (e.g., Home, Reports, Documents, and Personal Data) have been restored. Miscellaneous In the Centralized Validation dialog box, options intended for a future SmartOffice release have been removed. Internal maintenance has been performed to enhance system performance. Page 6

11 SmartCommissions Two values have been added to the Speed Receipt Entry import process: Advisor ID and Premium Mode. A new column has been added at the advisor commission level to display the receivable as four decimal positions. A new filter has been added to the Mass Commission Projection utility, enabling the Speed Receipt Entry table to control the records to be selected. In the Carrier Posting area, a commission record that has an expected amount of zero from the insurance carrier can now be reconciled as a valid amount. This enables advisors to be marked as paid even though the house did not receive a commission on the transaction. The commission recalculation option available from the pending case Detail content link (Menu > Project Commissions for PCM) is now functioning properly. While viewing a commission record for a policy or pending case, the user can now edit the First Year Commission indicator and Commission Year field. This enables rolling target calculations to be moved as first year transactions if they were marked as renewal transactions by default. The Flat Amount rate type now calculates properly when the advisor assigned to that rate is located in the third level of the advisors hierarchy. A calculation error no longer occurs for the advanced commission split using illustration imported data. Chargeback records are no longer created automatically when cases are moved to an inactive stage. Security levels have been reviewed and corrected to display the appropriate features and data. A manually added transaction now calculates the premium banding properly on group cases. The Mass Assign Contract feature has been changed to exclude the assignment of house agency records. The method used to determine which carrier is sending electronic data via the carrier interface has been changed to use the carrier code found in the financial statement record. Page 7

12 SmartOpportunities The Previous Stage field in an opportunity s Detail content link no longer displays as blank when the stage has no actions linked from Opportunity Setup. From the Related Resources/Competition content link of an opportunity, when the user clicks a hyperlink in the Contact Name column of the Related Contacts section, the contact detail dialog box now opens properly. SmartEvents When a contact is added to an event, the text of the associated SmartPad entry now displays properly. SmartLeads Searching for leads from the Search section using the format Last Name, First Name now displays proper results. Previously, a search containing a comma returned no results. SmartOffice Utilities General Language support for Mandarin (Chinese) and French has been added for international versions of SmartOffice. SmartMail for Outlook To improve performance, all posting choices are now cached on the user s computer so that SmartOffice is not queried on every posting attempt. Page 8

13 SmartMail for Outlook The office setting Send From: Outlook/Lotus Notes now correctly inserts the text of the form letter into the body of the message. An issue has been resolved in which recipients in the To field were not displaying on the posting dialog box. An issue has been resolved in which double-clicking an message to open it resulted in the message being moved to Outlook s Sent Items folder instead. When the Compose feature in SmartOffice is used, contacts with commas in their names now display correctly in the Outlook new composition window that opens. SmartLink for Windows Explorer Files that are locked or in use at the time of posting to SmartOffice are now correctly uploaded to SmartOffice. If they cannot be posted, a message is displayed. When the user opens an uploaded compressed file containing a single document, the compressed document is now extracted and displayed. Previously, opening such a file caused the extraction program associated with compressed files to open. SmartOffice Folder Watch An error, a blank dialog box and other minor issues have been resolved. SmartBridge/SmartOffice Configuration Utility An issue has been resolved in which the SmartOffice side menu did not load if the browser objects were prevented from being installed. A prompt now displays, and SmartOffice continues to load after the prompt is closed. An issue in which the OK button label was not displaying on the service instance login dialog box has been resolved. All Internet Explorer settings that must match the recommended settings on the SmartOffice Configuration Utility dialog box are now selected by default. SmartOffice Download Manager If Download Manager cannot retrieve the latest version information about itself from the server, it no longer continues to request the information. Page 9

14 SmartOffice Mobile for Pocket PC An issue in which sync failed for tasks that were modified on the device has been resolved. SmartOffice Mobile for Palm The Activity Description and Activity History fields have been increased in length to prevent sync failures for activities with more than 950 characters in those fields. SmartIntegrator The SmartIntegrator adapter now has the capability to be accessible from the Quick Add dropdown list. A SmartIntegrator pagination issue that caused an issue for SmartLink for WinFlex Web users has been resolved. ipipeline The logic for updating requirements has been enhanced for both the Initial Load and Update Sequence. Now, a requirement is inserted only if it does not already exist. If the requirement exists, it is not updated. Pending Case Download Pending Case Manual Download dialog box fields are now pre-filled for a better user experience. An electronic order is now updated for an existing requirement that is linked to a service provider and ordered electronically. Previously, the requirement was not updated with the service provider link, and the electronic order was not transmitted. Duplicate follow-up statuses no longer display on the Requirement Follow-Ups screen for electronic orders. Page 10