This release brings FileMaker 8.5 compatibility for Intel Macs, as well as an all new Online Conference Room, and additional updates as listed below.
- NEW: Tested and optimized for Intel Macs.
- NEW: Hours by Person report can now be run by Client, and include completed jobs.
- NEW: Added the ability to deactivate old vendors and hide them. Removes the ability to issue Purchase and Insertion orders to inactive vendors.
- NEW: Added Client PO number to Estimates; copies to Job when Estimate becomes a Job.
- NEW: Added Actual GI To Date to Gross Income Reports.
- NEW: Tool Tips! Added tool tips on most icons (thank you FileMaker!)
- Updated: Permission in Jobs and Time to allow direct export to Microsoft Excel.
- Updated: Simplified the Jobs By Client Status Report.
- Updated: Updated the Job Expense Report to allow the list of expenses to be printed.
- Updated: Changed Markup Percentage field to allow negative values.
- Updated: Added more report previews before they are printed.
- Updated: Added ability to search Job Log by the Acct. Exec.
- Updated: On Clients-Notes tab, added Email Notification options for Online Conference Room(OCR).
- Updated: Modified several layouts and fields to accommodate new OCR features.
- Updated: Job Status Time Report now only shows Active jobs in the drop down menu.
- Fixed: When creating an Invoice, all Campaign Job Descriptions will concatenate from all estimates or jobs within a campaign now.
- Fixed: Fixed the Export to Excel function on more reports in Time and Jobs sections.
- Fixed: Saving a Schedule Template with invalid dates (or blank dates) will alert the user to the problem to try to fix it.
- Fixed: When putting and Estimate on Hold, then un-holding it (making it Pending again) it would still be hidden on some screens.
- Fixed: Display of 7-digit values in Gross Income report.
- Fixed: Display of the Purchase Order totals in the Vendors PO tab.
- Several other minor reported cosmetic issues.
NEW ONLINE CONFERENCE ROOM:
- NEW: Complete rewrite of the Online Conference Room in Lasso.
- NEW: Added ability to search for jobs by name and number.
- NEW: Added ability to let clients read a Job's Creative Brief.
- NEW: Column headers are clickable to change sort values.
- NEW: Added email notifications upon client comments being posted (to Acct Exec, Assistant Acct Exec, Production Manager, or Entire Team).
- NEW: Added ability to upload files directly from the OCR.
- Calculates files sizes automatically.
- Appends job number and version to file name.
- Updated: Check to see if File Exists, and displays red alert for broken links.