Main Menu:

• NEW: Added new Main Menu buttons called "Templates" and "Reports", taking you directly to those new sections.
• NEW: Added new Specs and Brief Spec Templates to Preferences.
• Updated: Login has been sped up by not loading the number of projects and tasks per person as often.
• Updated: Messages are now printable.
• Updated: Added Cost column to Estimate Expenses preferences.
• Updated: You can now add personnel directly from Agency Preferences instead of only from the Personnel section.
• Updated: Added password protected export function in many areas of Agency.

Calendar:

• NEW: Added a new weekly Production calendar view.
• NEW: Added meeting time duration to calendar.
• NEW: Added a "Jump To Week" date to easily move long distances in the calendar.
• Updated: Added a view all events for the day button.

Clients:

• NEW: Added a Client Brief for the overall client brand brief.
• NEW: Added Import/Export, with preference to password protect.
• Updated: Added Country field.
• Updated: You can now assign a Production Manager to a client.
• Updated: You can now set the AP Contact in the notes tab, which is the default contact that appears on Invoices.
• Updated: Removed "Are you sure you want to add a new contact" alert.
• Updated: Auto set the default credit limit to $0 on all new clients.
• Updated: Added "Do A Mailing" to all in Reports.

Contacts:

• NEW: Added a "Primary Contact" field to set a default company contact for each client.
• NEW: Added ability to search among all contacts, regardless if they are associated with a Client, Prospect or Vendor.
• NEW: Added address information for each contact.
• NEW: Added ability to Export List, with password protection option.
• Updated: Placed the Send Mail field on the Company General Tab for easy access.
• Updated: Organized Contact details into two tabs, General and Activities.
• Updated: Expanded notes area for each contact.
• Updated: Robust searching allows for easier creation of bulk mailing lists.

Activities:

• NEW: Added a new Form Letters management and organization system, which includes new merged fields.
• NEW: The Subject on Phone Call Activities and Reminders is now an editable pop-up list for easy entry.
• Updated: The Fax Cover Sheet now looks more standard.

Estimates:

• NEW: Added a Job Type field, which, when set, allows Agency to automatically pick up the proper Spec and Brief Templates for the Job.
• NEW: Job Type automatically populates when creating a Job from an Estimate.
• NEW: Specs Tab allows for multiple Spec Templates for many types of Jobs. Choose the template from the pop-up list and click Set to set the template if it is blank.
• NEW: In the Scope of Work (Description Tab), there is an "Insert Specs" button that will insert the information from the Spec Tab into the description automatically.
• NEW: You can now add Merged Fields to Templates, which allow you to automatically insert the company name, Default Contact first and last name, industry and referred by fields.
• NEW: Added new printing options per tab.
• NEW: Added a date/time stamped notes field to be consistent with Jobs.
• NEW: Added new Estimate Report, which shows all Estimates by company, date (or range), job, AE, or Status.
• NEW: New button lets you select which variant of the production specs the client approved, which is then automatically transferred to the Job.
• Updated: Greatly increased area allowing for lengthy production specs.
• Updated: All print layouts to accommodate longer titles, clean look, and make consistent.
• Updated: The new specs and brief carry over to the Job when it is created.
• Updated: Added radio buttons next to the three Spec Sheets, allowing you to choose the spec sheet to copy to the Job when it is created.
• Updated: Save as Template now saves the Scope of Work, all the Time and Expenses, and the Specs as a Template.
• Updated: Pick up Template now picks up the Scope of Work, all the Time and Expenses, and the Specs as a Template.
• Updated: On the Time Expenses tab, you can change a Rate Set and click the "Set" button to set the new rates on the estimate.

Jobs:

• NEW: Added Job Details by Client report.
• NEW: Added ability to create new Messages and Activities directly from the Job Notes tab.
• NEW: Added a Return to Estimate button.
• Updated: Renamed Tasks to Schedule. A Schedule is still comprised of a series to Tasks, and they now appear on a special Production Calendar.
• Updated: Re-ordered the Schedule and Proofs Tabs to be more in the order of the workflow.
• Updated: Made screen and print layouts more consistent among Estimates and Jobs.
• Updated: Scheduled tasks are searchable by Job, day, responsible and status.
• Updated: Schedule and Proofs tab to be more consistent in their display, showing more information as well.
• Updated: Job Information report.
• Updated: When marking a job as complete when there are still scheduled tasks To Do, new dialog alert lets you mark items as complete, or simply close the job.
• Updated: Hours by Person report.
• Updated: Printing Specs layout.
• Updated: Tasks now have a Time Due to further prioritize them.
• Updated: Added the Job Name to all value lists that were previously only showing the Job Number.
• Updated: Traffic Status report to be more comprehensive.
• Updated: Job Status report: Can now be run on Production Tasks, Traffic tasks, or Combined.
• Updated: Added ability to sort tasks by person.
• Fixed: When re-naming a Job, the Client Code is updated as well.
• Fixed: Tasks that are overdue appear bold and red in all locations they appear now.

Invoicing:

• NEW: Added New Gross Profitability Report, add calculating Personnel salary, expense costs.
• NEW: Added Invoice report based on time period or client.
• Updated: Job List defaults to All Open Jobs.
• Updated: Enhanced searching of jobs for Invoicing and invoices.
• Updated: Set invoice from actual time and expenses removes all personnel that were estimated but posted zero hours against the job.
• Updated: Printed invoice layout updated to fit a window envelope.
• Updated: GI Summary report.

NEW: Reports:

• NEW: Added new Reports Section. A centralized place to access all reports available in Agency.
• Updated: Updated many report screen layouts to be more consistent with their corresponding print layouts.
• Updated: All report print layouts have been made consistent with newer formatted reports.

Personnel:

• NEW: Added Hourly Cost to personnel; used in the Profitability Report.
• NEW: Created a new Personnel List report.
• Updated: Added alert to prevent personnel accidentally being added to Agency.
• Updated: You can create and send messages from the Message Archive now.
• Updated: Renamed the pre-programmed Rate Sets to accommodate more options.

Prospects:

• NEW: Added New Business Pipeline Report to help focus time on qualified prospects.
• Updated: Improved import/export functionality.
• Updated: Mailing to a Batch to allow mailing to the found set of Prospects assigned to a batch or not.

Time Sheets:

• NEW: Created All Open report to show all Time Sheets that need to be approved based on who the personnel report to. So, if a department head clicks All Open, they will see all the open time sheets for people who report to them, not the entire company. Administrators have a shortcut that allows them to see all open time sheets.
• NEW: Added ability to pick-up time sheet job list from a previous week.
• NEW: Job numbers show Job Name next to them in the pull-down menu of active jobs.
• NEW: Added ability to show All active jobs, or, just active jobs in the employees department, to shorten the list of available jobs to choose from.
• NEW: Created new Time Sheet report.
• Updated: Productivity report to allow more options, including department.
• Updated: Time Sheet printouts to allow for more notes, and a hourly summary at the bottom.
• Updated: Creating new time row can be done by clicking into a blank row, or, by clicking the New icon, which takes you to the next available blank row automatically.
• Updated: If Time Sheets is password protected, they can only be deleted with the password.

NEW: Templates:

• Created new templates area to store Letters, Estimates and Schedule Templates.
• Agency now ships with several pre-defined templates that can be customized.
• In Agency's Preferences, templates are available for Briefs and Printing Specs. These can automatically be assigned to Job types and auto-populate based on the job type.
• All templates, including Estimate Templates, now allow for merged fields of company and contact information.
• Templates can be created by picking up an existing letter or estimate and modifying it, or, but entering a new template directly into the Templates section.

Vendors:

• NEW: Created new Primary Contact for vendors.
• Updated: PO's allow for terms on a full second page if required.
• Updated: Print out of PO's are more consistent, and removed constraints on number of line items.

Online Conference Room:

• NEW: When logging in, only active Jobs are shown in the default list, clicking "Show All Jobs" reveals all Jobs that have been completed.
• Updated: Column headers are now clickable to sort by that column.
• Fixed: Invalid password now produces the proper error.

Plugin for QuickBooks Pro:

• Updated: The import of time and expense categories now handles multiple sub-categories.

NEW: Canadian Edition:

• NEW: Added new preferences for a Canadian localized version.
• NEW: Added federal tax amount to all applicable calculations.
• NEW: Localization including province, Postal code, etc. throughout.
• NEW: Added preferred currency preference per client
• NEW: Added new optional Currency prefix (US$ or CA$) to dollar totals.
• NEW: Added Tax checkboxes for applying state and federal tax to all service and resale items.
• Updated: all Purchase Orders and Insertion Orders for Canadian Edition.
• Updated: Added country to all companies (Clients, Prospects and Vendors)