August, 2015 EXO accounting Interface: when viewing product sales history exclude non-inventory items such as charges and fees

Transcription

1 V6 changes list December 10, 2015 Fixes to error introduced in v6.0.43:- cannot save changes to company record error when performing search on company name Contains or contact name Contains November 23, 2015 Fix AUS Daylight Savings Timezone issue: when in QLD time zone the export of a calendar event to Outlook is wrong Fix: error message appears when exporting to Outlook 2013 an appointment that includes Contact information Opportunity documents folder: o fixed: error occurred when folder path is empty o We now check for restricted characters when the company name is used to create the subfolder for Opportunity documents. A problem occurred if the Company name contains Windows restricted characters such as "< > : " / \? *" limited release Test release August, 2015 EXO accounting Interface: when viewing product sales history exclude non-inventory items such as charges and fees May, 2015 QuickBooks Interface: when creating a Sales Order in QB the item description from the Legrand Quote now comes across to QB April, 2015 Fix: after saving a change in the Customer Service module the drop-down lists appeared to revert to their previous value even though the change was saved to the database Change: based on customer feedback we have disabled the feature that removed sequential empty lines from a Word report March, 2015 Change: in WebLeads module when creating an activity record the date used is the date the lead was submitted on the web site, not the date the lead was processed Fix: in CORP Team edition, when clicking on Companies worklist error message 'Team Name not found' appears. New: 'Save & Reload' button in Customer Service form Fix: additional error checking and logging when saving a new customer service record Fix: when printing Activity Note report any HTML code in the notes field is removed February, 2015 New: Manage currency screen now enables you to specify a default New: Quote module now using the system default currency when no currency is specified in the customer record New in Quotes: you can now specify negative quantities on a quote -- e.g. to show trade-ins or returns. Note: to enable negative quantities you need to specify AllowNegativeQuantities=1 in the Settings table

2 Change: When ing a quote the application no longer automatically sends it to the Primary contact but will now send it to the contact attached to the quote Enhancement: when selecting the winning quote the list of Quote revisions is sorted by descending revision number New: Item Sales History: added '2 Years' in the date-range dropdown list New in EXO integration: when converting a LCRM quote to an EXO sales order the quantity field is now rounded to 4 decimals. (previously we rounded to 2 decimals) Fix: company list Excel export - fixed bug introduced in where export of User fields showed the lookupid not the actual value Fix: Quote module when adding a new text line, the very first character sometimes disappears Fix in Products screen: the EXO integration did not retrieve the Unsupplied Quantity on SalesOrders Fix: an edit to the timer control in Customer Service module wasn't triggering SAVE button to become active Fix: OLE error in Opportunity list in Snapshot when Est.Closedate is out of range (e.g. <1900 or >2100) Fix: bug in the customer service module with regards to merging in the 3rd party link field. The company ID value rather than the company name is merged into the Word or template Fix: error in Quote module when creating a duplicate of a Quote the same ID values are used for Quote line item IDs, causing errors down the track December, 2014 Company export now includes selection of user fields AND accounting fields November 3, 2014 Fix for Windows 8/8.1: the Send function was not functioning in Windows 8/8.1. Is resolved by installing the latest update of redemption.dll (version 5.7, July 2014). Note: for older versions of Legrand CRM you can simply copy and register the redemption.dll file Database Change: upon first login with v a change will be applied to the Products table with the accpartid column being increased to varchar(25). Fix: When printing an Activity Note that includes a HTML the printed Word document showed the HTML codes. This has been changed to print the text-only version of the Change: the 'No Transaction Report' menu has been renamed 'No Activity report' Quotation screen o A product that has Fractional quantities enabled now allows you to enter a number with 3 decimals (e.g ) instead of the previous default of 2 decimals o Conditional formatting of the Quantity column: If a part number can only be sold in whole units then the quantity column only shows integer numbers. If a part number can be sold in fractional units then the quantity column shows quantities with 3 decimals Update Terminal Server licensing: sometimes when Users don't exit the CRM application prior to closing down their terminal session the licensing system retains a lock on the license, meaning it thinks the user is still connected. Additional verification code has been written to avoid this from happening.

3 Fix: the 'Clear Link command in the accounting menu did not remove the accounting link for the currently selected company record. MYOB EXO: changes to the CreateSalesOrder function o added HDR_STATUS value of 0 for every line item o added StockLocationNo for every line item on sales order o added linked_stockcode and linked_qty as these are required for CommittedStock quantity to be automatically updated in MYOB EXO August 30, 2014 Change: GetContactsForCompany() function now excludes InActive contacts and is properly sorted Company screen: o added (+) icon above Contact list to invoke Add menu o Default currency is now shown in 3-character format (e.g. USD) o Tax % is now shown next to tax code o Tax % is displayed with 3 decimals, e.g % Fix: screen configuration does not load module names correctly Quotation screen o Added textbox that displays the linked Opportunity o added selector to change the linked Opportunity o when opening new Quote, the cursor now is positioned on Description field o USA edition: the tax code setting in company record was not being used when creating a new Quote Fix: decimal bug when entering price in Products Accounting Summary: field captions are updated to show ex-tax and inc-tax amounts ABM accounting integration update MYOB AccountRight: o Fix to the batch execution of Get Financial Update o The active Financial Year information is now displayed for Sales This Year and Sales Last Year MYOB EXO o StockLocations are now shown in same sequence as in MYOB EXO o Fix: the default StockLocation specify in the customer record was not always June 30, 2014 Quotation module:- o When a specific sales tax code is specified for a Customer (e.g. EXPORT) that is different from the tax code specified in the Product definition the application does not use the correct tax codewhen adding a product to the quote Installer now includes latest DLL files for ConstantContact integration Sage 50 (UK): fixed OLE error when trying to list Sage 50 (UK) invoices May 30, 2014 Quotation module: o The primary contact is automatically selected when creating a new quote o The Contacts drop-down list is populated even when Contact InActive is Null o The line item taxcode is set to the company s specified tax code when that taxcode is not empty QuickBooks interface: Fix, sales-last-month figure wasn't being updated

4 April 30, 2014 Change: GetContactsForCompany() function now excludes InActive contacts and is properly sorted Change: When you double-click on an Opportunity listed under a Contact record the app takes you to that opportunity record Fix: when deleting a recurring calendar appointment there is no Cancel option Fix: when you set a Contact to InActive or back to Active the date last modified was not being updated Fix: in the 'Add Note for Selected Contacts' screen an error message 'plexistingvalue does not exist' appears when you click on the Opportunity selection drop-down Fix: in Cust Service module, create CS record against Contact, move Contact from company A to company B then in Contact screen, RM-click and say GoTO on cs record won't work Fix: when exporting Activity Notes the CreatedBy column in fact contained the ModifiedBy value Fix: in Item Tracking module, a search on contract date produces no result. The Quicksearch function worked, but not the full search. QuickBooks interface: o creating a sales order in QuickBooks did not handle content containing French accents Sage 50 (UK): added support for 2014 edition MYOB EXO interface: o When changing connection configuration a new connection attempt is made o Importing Product updates always overwrites LCRM product Notes field, the imageid field and it overwrites LCRM Description with EXO Notes even if setting is not ticked o If you setup Exo address mapping such that updates come from Exo to CRM. This works if you go to an individual record but did not work when you run the address update wizard though (bulk update). New: ABM accounting interface (AUS & NZ) o added support for importing tax codes, sales agents, products & prices, stock availability o added new Sales Analysis function for ABM February 26, 2014 Fix: bug introduced in , when adding an activity note, task or calendar event for a Participant to an Opportunity the contact's name is not populated QuickBooks interface: o added 'Clean up addresses' function to remove duplicate company names and duplicate lines in address o Fix: when sending an address update to QuickBooks that contains fewer address lines the additional lines from the older data are retained. MYOB EXO interface: added location value when converting Quote to EXO Sales Order October 23, 2013 Critical issue: the Quotation screen crashes when entering a unit price that contains a 9 after the decimal point; e.g. $ This bug was introduced in the v release New: ABM accounting interface (AUS & NZ) o added support for importing tax codes, saes agents, products & prices, stock availability o added new Sales Analysis function for ABM o convert Legrand CRM Quote to ABM sales order

5 October 7, 2013 Critical issue: the interface with Constant Contact marketing no longer works due to an upgrade by Constant Contact of their interface files. Fixed by updating our installer to include the most recent DLL files from Constant Contact. Change: the Opportunity Analysis columns now show user-defined captions Fix: the 'ReadOnly' field caption property for logical fields (checkboxes) and drop-down lists was not disabling those fields. Fix: the Date Closed value was not being set when closing a Quote that is not linked to an opportunity October 3, 2013 New: using default client. In the Contact screen the CTRL-Rightmouse click command on the label will now invoke the default mail client instead of always invoking Outlook. New: when closing off an Opportunity the 'dclosed' field in the Quote is updated New: auto data update; in Quote_Hdr table the 'daccepted' field has been renamed 'dclosed' New: a new mail client is used to retrieve Web leads from your mail server. This new mail client supports international characters (UTF-8) New: when specifying the mail server used for Web capture you can now also specify the TCP/IP port of your POP mail server and specify whether to use SSL encryption New: QuickBooks interface - when transferring a Legrand quotation to QB you now have the option to convert it either into a QB Sales Estimate or a QB Sales Order. Fix: Constant Contact interface ran into an error when you have a CTCT Draft which is/was linked to multiple CTCT mailing lists and subsequently one of those mailing lists was removed Fix: resizing of opportunity window created graphic inconsistencies in Quotes list and influencers list Fix: data entry troubles when editing the Unit Price field in a quote; the issue arose when editing or backspacing numbers after the decimal point Fix: error when executing search function in Item Tracking module Fix: the opportunity graphs for Closed opportunities had the labels for 'Lost' and 'No Sale' reversed Autocorrect: upon login the application will check that the data in the UIpanels table is valid MYOB EXO interface o Fix: address information not correctly updated when sending updates to MYOB EXO MYOB AccountRight interface o Fix: when sending address update to MYOB send the Primary Contact information acrossconstant Contact to fix timeout issue when synchronizing mailing lists August-2013 Fix: Opportunity Documents list - the column headings are incorrect Fix: Creating a company worklist from a contact list produces no result Fix: some SQL server collation settings may cause errors on date searches; fixed by changing SQL date queries to ISO format Fix: Company QuickSearch by date created or date modified no longer works Fix: QuickBooks interface - create new Customer record in QuickBooks fails if the country field contains a '&' Fix: QuickBooks interface - creating QB SalesOrder fails when Item description contains a '&' Fix: QuickBooks interface - error introduced in v6.0.25, when creating a QB SalesOrder the quote discount is not taken into account when calculating QB Unit Price Fix: integration with Constant Contact marketing service now uses new DLL files supplied by Constant Contact to fix timeout issue when synchronizing mailing lists