Products/Agency



Release Notes 4.9
Feb 9, 2009
  • NEW: “Import Schedule” on the Jobs-Schedule Tab allows an Mac OS X iCal Calendar to be imported as a Job Schedule. This allows a schedule to be build and edited quickly in iCal, including viewing in Gannt chart format. NOTE: Requires Plugin, only compatible with Mac OS X 10.5.
  • NEW: “Add to Address Book” icon allows Agency Personnel and Contacts to be sent to the Mac OS X Address book. 
  • NEW: Personnel can now specify which default tab to display on the Main Menu
  • NEW: Added fourth Rate Set, Rate Set names can now be customized
  • Updated: Printed Job Bag Cover to include Time Budget Information
  • Updated: Gross Income Summary report to filter by job type.
  • Updated: If the Client A/P contact is left Blank, Invoices will try to use the Contact listed on the Estimate.
  • Updated: Activities Tab in Clients Section uses the Meeting Date for display and sorting instead of the Date Entered.
  • Updated: Added three different Gross Income Summary reports
  • Updated: Added Date Purhased to Workstations Report
  • Updated: Contacts report
  • Updated: Added Job Type to Estimates Report
  • Fixed: Changing rate set on Estimate after job started, new rates were not reflected on GI report
  • Fixed: Bug that allowed users accidentially to unlink tasks from Jobs
  • Fixed: Merged fields on meeting agendas
  • Fixed: Page Setup (current record) for printing custom reports.
  • Fixed: Vendor Type Drop-Down Menu
  • Fixed: “Set Rates” on Invoice screen. (All time line items). Also added error checking if there are zero line items.
Release Notes
Nov 3, 2003 Release Notes 4.1
Jun 27, 2003 Release Notes 4.0.2
May 20, 2003 Release Notes 4.0.1
Apr 16, 2003 Release Notes 4.0
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