New Features in Version 2.7
New Features for Licensed Users of Version 2.7
• Added support for QuickBooks 2008 United States and Canadian editions (see Importing from QuickBooks, and Exporting to QuickBooks)
• Added support for QuickBooks 2003-2006 United Kingdom editions (see Importing from QuickBooks, and Exporting to QuickBooks)
• Added ability to self-manage multiple business locations (see Adding a New Business Location, and Deleting a Business Location)
• Added new Data Exports module (see Exporting Overview)
• Added ability to export data to field-delimited, Microsoft Excel, and XML formats (see Data Export Formats)
• Added ability to e-mail exported data or upload it directly to an ftp server (see E-mailing a Data Export, and Uploading a Data Export via FTP)
• Added support for European number formats (see Entering Numbers)
• Searching repair orders by serial number, make, model, or description can now also search the serialized accessories (see the “Filtering by … searches Serialized Accessories” module options under Repair Order Module Options)
• 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 (see Automatically Identifying Repeat Repairs)
• Added ability to send CC and BCC emails (see Sending an E-mail, E-mailing a Form, and E-mailing a Report)
• Added ability to select multiple faxes or e-mails from customer contacts and vendor contacts when sending a form (see Faxing a Form, and E-mailing a Form)
• Added customer credit limits (see ?)
• New Customers Over Their Credit Limit report (see Customers Over Their Credit Limit)
• New Repair Orders Received report (see Repair Orders Received)
• New Repair Orders Awaiting Arrival or Dispatch report (see Repair Orders Awaiting Arrival or Dispatch)
• New Repair Orders Awaiting Estimate report (see Repair Orders Awaiting Estimate)
• New Subcontracted Repair Orders Awaiting Estimate report (see Subcontracted Repair Orders Awaiting Estimate)
• New Repair Orders Awaiting Repair or Repair In Process report (see Repair Orders Awaiting Repair or Repair In Process)
• New Completed Repair Orders report (see Completed Repair Orders)
• New Repair Orders Refused by Technician report (see Repair Orders Refused by Technician)
• New Abandoned Repair Orders report (see Abandoned Repair Orders)
• New Repair Completion Statistics report (see Repair Completion Statistics)
• New Repair Status Summary report (see Repair Status Summary)
• New Fault Codes Analysis report (see Fault Codes Analysis)
• New Revenue Summary by Fault Code report (see Revenue Summary by Fault Code)
• New Part Fault Analysis report (see Part Fault Analysis)
• New ledger-based Customer Statements report in English, French, and Spanish (see Customer Statements (Ledger))
• New ledger-based Revenue Summary report (see Revenue Summary (Ledger))
• New ledger-based Revenue Summary by Customer report (see Revenue Summary by Customer (Ledger))
• New ledger-based Taxes by Province/State report (see Taxes by Province/State (Ledger))
• New Invoice Ledger Listing report (see Invoice Ledger Listing)
• New Audit Invoice Ledger for Balances report (see Audit Invoice Ledger for Balances)
• New Audit Invoice Ledger for Missing Transactions report (see Audit Invoice Ledger for Missing Transactions)
• New Payment Ledger Listing report (see Payment Ledger Listing)
• New Audit Payment Ledger for Balances report (see Audit Payment Ledger for Balances)
• New Audit Payment Ledger for Missing Transactions report (see Audit Payment Ledger for Missing Transactions)
• Added automatic audit and repair of invoice and payment ledgers (see Auditing Ledgers)
• Added report selection by keyword filter (see Selecting a Report Using the Report Keyword Filter)
• Added options whether to prompt before printing forms when saving records (see Form Options, and Printing Forms While Saving a New or Edited Record)
• Added ability to do a partial purge of the user edit history (see Clearing the User Edit History)
• Added support for FastFax by Quadrant Software (see Communication Options - Fax Tab)
• Added support for Google Maps (see module option “On-line mapping tool to use for maps and driving directions” under General Module Options, Viewing a Map, and Viewing Driving Directions)
• Added reverse driving directions (see Viewing Driving Directions)
• Added an identifying reference to edit windows on the window bar (see Window Bar)
• Added ability to configure SMTP e-mail port (see Communication Options - E-mail Tab)
• Added option to default browse window searching to find a search text phrase anywhere in the field (see module option “On-line mapping tool to use for maps and driving directions” under General Module Options)
• Added option to disable repair order subcontracting (see module option “Disable Subcontracting of Repair Orders” under Repair Order Module Options)
• Added a default warranty term to warranty plans (see Warranty Plans)
• Added new “Balance of Original Warranty” warranty term (see Warranty Terms)
• Lengthened ship via fields to 40 characters to accommodate entering a shipping account number (see ?)
• Lengthened e-mail address fields to 200 characters to accommodate entering multiple e-mail addresses separated by semicolons (see ?)
• Lengthened storage bin fields to 20 characters (see Make and Model - Default Estimate Tab, Repair Order - Item/Accessories Tab, and Inventory Item - Stock/Pricing Tab)
New Internet Utility Features for Licensed Users of Version 2.7
• Internet Utility can now be installed as a server service (see ?)
• Added support for FastFax by Quadrant Software (see Communication Options - Fax Tab)
• Added ability to configure SMTP e-mail port (see Communication Options - E-mail Tab)
New Features for All Users
• 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
• Added inventory, service code, and package code buttons to detail line browses on repair orders, sales invoices, credit notes, and packing codes (see Repair Order - Details Tab)
View the Read Me file for a comprehensive list of bug fixes and improvements.
New Features in Version 2.6