CCH Marketing. Version Release Notes

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1 CCH Marketing Version Release Notes

2 Legal Notice Disclaimer CCH Software has made every effort to ensure the accuracy and completeness of these Release Notes. However, CCH Software, its staff and agents will not be liable for any errors or omissions and use of the software is subject to the customer s licence with CCH Software. These Release Notes should not be relied upon as a detailed specification of the system or the software. CCH Software may make changes to these Release Notes from time to time. Copyright These Release Notes may not be copied, altered, edited, disposed of or distributed without the prior consent of CCH Software. The content is confidential. Unless indicated otherwise all elements of this software production are owned by Wolters Kluwer (UK) Ltd Wolters Kluwer (UK) Limited (trading as CCH Software) Trademark Rights Microsoft, Windows, Windows NT, Windows for Workgroups, Windows 98, 2000, XP, MS-DOS, Windows Vista, Windows 7, Windows Server, Microsoft SQL Server, and Microsoft Office, are either registered trademarks or trademarks of Microsoft Corporation. Novell and NetWare are trademarks of Novell Inc. Citrix MetaFrame is a registered trademark or trademarks of Citrix Systems, Inc., All rights reserved. All other trademarks are the property of their respective owners. CCH Software 145 London Road, Kingston upon Thames, Surrey KT2 6SR UNITED KINGDOM

3 Contents Release Highlights 1 Prerequisites 1 Software Enhancements 2 Template design changes 2 Online F1 Help 3 ITS Electronic Attachments 3 ITS Document Management Integration 3 Mail Protocol Method Selection 4 ITS Merge Wizard: Ability to Deselect Contacts 5 Copy and Renaming Templates 7 ITS Licensing 7 Version Number 7 ITS Spell checker option in templates 8 Quality Improvements 9 System Administrator 10 Mail Protocol Method Selection - SMTP 10 II

4 Release Highlights This release of CCH Marketing contains the following enhancements: Electronic Attachments Document Management Integration Mail Protocol selection Licensing Tax Explorer Links Versioning Online F1 Help Software Fixes Details of these changes are included within this document. Prerequisites Hardware and Software Requirements CCH Central v is required before upgrading to CCH Marketing v Before performing any upgrade, a backup of your existing deploy and database should be undertaken. The backup process is described within the CCH Marketing Installation Guide. Microsoft SQL version 2000 Support Sites running Microsoft SQL Server 2000 should contact CCH Customer Care & Support or their IT supplier to organise upgrading to a later version of Microsoft SQL Server. CCH Marketing v is no longer supported on Microsoft SQL Note: This upgrade is not applicable to sites using Replication. All Replication sites should contact their Account Manager. Microsoft Outlook 64-bit CCH Marketing is not compatible with any Microsoft Outlook 64-bit versions. CCH MARKETING V RELEASE NOTES - DECEMBER

Software Enhancements Email Template design changes In this release of Email Marketing, the template screen has undergone significant

the default tab presented when either opening or creating a template.

5 Software Enhancements Template design changes In this release of Marketing, the template screen has undergone significant changes; the template screen now utilises the familiar Microsoft ribbon functionality resulting in an easier navigation experience. The ribbon tabs used within this release of Marketing are as follows: Message Data Format Text Message Tab The message tab is the default tab presented when either opening or creating a template. Data Tab The Data tab is the tab used to add in unique fields used within smart reports and Tax Explorer reports. Note: The Tax Explorer icon will only be available when the installed version of Personal Tax version is (due for release in April 2013) or above. 2 CCH MARKETING V RELEASE NOTES - DECEMBER 2012

6 Format Text Tab The Format Text tab is the tab used to perform any text changes used within the body of the template. Quick Access Toolbar As with other Ribbon applications, users can add items from each stream to the quick access toolbar, by right-mouse clicking on the specific item. Options are to either display below or above the ribbon. Online F1 Help Online help has been added into this release of Marketing. Press the F1 key in any of the following screens and the Marketing on-line help is launched: Edit template screen Template creation screen merge wizard screens ITS Electronic Attachments New functionality has been introduced to enable firms to attach a report to an template when ing clients. Reports are attached within either editing a template or within the template creation screen. Select Attach Report from the Message ribbon, a reports selection box is returned. Search for the required report using the search box, select the report from the list and click the OK button to attach the specific report. The Templates list screen displays the title of the attached report. Note: Only one report is able to be attached per template. ITS Document Management Integration New functionality has been introduced in this release which allows users to file s into CCH Document Management. At Stage 5 of the Merge wizard, the Add to CCH Document Management is selected by default. Users need to specify the description of the document and the Document Type. Both fields are mandatory when performing an merge. CCH MARKETING V RELEASE NOTES - DECEMBER

Once the wizard is complete, these emails are searchable from the Document Centre screens within CCH Document. Note: These emails do not exist on the Central Document tab for Clients or Contacts.

Mail Protocol Method Selection In the last version of Email Marketing, users were restricted to sending bulk emails using Microsoft Outlook.

7 Once the wizard is complete, these s are searchable from the Document Centre screens within CCH Document. Note: These s do not exist on the Central Document tab for Clients or Contacts. If the following error message is returned, the employee sending the s requires the following #Document Centre#Check In permission to be set. Mail Protocol Method Selection In the last version of Marketing, users were restricted to sending bulk s using Microsoft Outlook. In this release we have introduced the option to send s using SMTP functionality (using the following two encryption methods; SSL and TLS). SMTP Username and Password The SMTP username and passwords are held within the individual Employees record. Access the Main Tab and select the passwords button. Enter in the username and password. 4 CCH MARKETING V RELEASE NOTES - DECEMBER 2012

Note: Salted AES Encryption is used to store the SMTP password details. Once entered the password is masked by asterisks. To update/amend an existing password, highlight password and re-enter.

8 Note: Salted AES Encryption is used to store the SMTP password details. Once entered the password is masked by asterisks. To update/amend an existing password, highlight password and re-enter. Sending s using Outlook with CCH Document Management integration When using Outlook the From field within the properties of the filed within CCH Document Management is blank, this is due to Outlook handling authentication to the mail server. Sending s using SMTP with CCH Document Management When sending the s via SMTP the file is saved as an html file and any attachments are stored as a separate document. Marketing Merge Wizard Once all the applicable SMTP information has been entered, when the user performs a bulk merge, they are presented with the choice of using either Outlook or SMTP. ITS Merge Wizard: Ability to Deselect Contacts A new Merge Selection tab has been introduced into the Merge Wizard which allows users to deselect contact/clients from receiving an . This functionality matches the Merge selection option found within the CCH Central Mail Merge Wizard. CCH MARKETING V RELEASE NOTES - DECEMBER

9 6 CCH MARKETING V RELEASE NOTES - DECEMBER 2012

10 Copy and Renaming Templates Templates are now able to be copied and renamed from within the template screen list. Place a tick against the relevant template or templates to be copied and click copy from the task bar options. To rename a template, place a tick in the selector box and choose rename from the task bar options. Enter the new name in the rename template pop-up box. ITS Licensing Licensing has been introduced into this release of Marketing. Practices are required to reapply their pin number from the Help About Licensing section, select the PIN Numbers tab and click the download button, after the upgrade to ensure that access to Marketing is retained. The licence details can be found under Help About Licensing The Marketing licence is calculated and applied per total number of users purchased. Version Number A change has been made to the way all products within CCH Central are versioned. Previously each product had their own version number, which was confusing for anyone wanting to keep track of when products were released and what was the latest version. All products now display the year and quarter of release. E.g (year = 2012 and 4 = Quarter 4 [December]) CCH MARKETING V RELEASE NOTES - DECEMBER

11 ITS Spell checker option in templates Users are now able to perform a spell check within their template. This spell checker option has been added to the toolbar within this release. Users are required to click the spell checker option to perform a spell check within the template. Note: The standard red under-line of miss-spelt words is to be addressed in a future release. 8 CCH MARKETING V RELEASE NOTES - DECEMBER 2012

12 Quality Improvements The following quality issues were resolved in CCH Marketing v2012.4: ITS 48884: Viewing Template with Vista/Windows 7 Previously, when viewing the Marketing template using Vista or Windows 7, users were presented with a black screen. ITS 45491: Incorrect Spacing on Template Previously, the body of the template appeared to be using double spacing when applying the enter/return key. ITS 50149: Editing and saving a template issue when running Central in Native 64-bit mode Previously, editing and saving a template resulted in the body of the text being saved as >H when running Central in native 64-bit mode. ITS 45494: Incorrect reporting on failure notification with associations Previously, when using associations, if the association did not have an address, the error message returned indicated the client was missing the address and not the association. ITS 45493: Refresh issue with new templates Previously, users were required to click the refresh button for any newly created templates to appear in the list. CCH MARKETING V RELEASE NOTES - DECEMBER

13 System Administrator Mail Protocol Method Selection - SMTP In the last version of Marketing, users were restricted to sending bulk s using Microsoft Outlook. In this release we have introduced the option to send s using SMTP functionality (using the following two encryption methods; SSL and TLS). The SMTP Server, SMTP Server Port and relevant encryption method is required to be set within Central to active the Mail Protocol selection step within the Marketing Wizard. Three new configuration keys have been added to enable practices to set the SMTP Server and to provide an encryption method that the firm wishes to use. For practices who wish to utilise this functionality, the following configuration key needs to be set up under Maintenance User Defined Configuration Key Name Key Value Comments SMTPServer Smtp.gmail.com The key value represents the SMTP address SMTPServerPort 587 The key value represents the open port for the SMTP Server SMTPServerEncryption No encryption layer required by the server SMTPServerEncryption SSL Enables the Secure Sockets Layer public-key encryption SMTPServerEncryption TLS Enables the Transport Layer Security public-key encryption No encryption is applied to the server when the Key value is set with a blank value. 10 CCH MARKETING V RELEASE NOTES - DECEMBER 2012

CCH Personal Tax Information Request User Guide

CCH Personal Tax Information Request 2016.3 User Guide Legal Notice Disclaimer Wolters Kluwer (UK) Limited has made every effort to ensure the accuracy and completeness of these Release Notes. However,