Note: This option requires the Batch Terminate user ability
on the Customer Service page of User Group Setup. The Batch Terminate ability is configured for
one time use only. An administrator will
need to turn on the ability each time it becomes necessary to batch cancel
visits. The ability will be on for the
first login session after it is turned on for a user group and is automatically
turned off for subsequent login sessions.
|
DATE
|
MODULE / FORM
|
DESCRIPTION
|
RELEASE 1.7.800.44 8/11/2010
|
|
8/2/2010
|
Call Backs
Report
|
The Group
Totals for Sales and Cost were not calculating properly. The first entry of the group was not being
included.
|
|
7/30/2010
|
Opportunity
Manager
|
A
performance issue due to a large backlog of follow up opportunities was
causing a long delay in opening the Opportunity Manager. The manager has been
modified to no longer automatically open its query when the form is first
displayed in order to first allow the user an opportunity to change the
manager view and/or view parameters.
We are still researching possible corrections for the underlying
performance problem.
|
|
7/30/2010
|
Main
Toolbar
|
When
switching between companies using the "key" button, the
Notifications button on the Main Toolbar was not showing or hiding
appropriately.
|
|
7/28/2010
|
Agent
Notifications
|
The user
ability for acknowledging notifications was not functioning properly.
|
|
7/28/2010
|
Call Center
|
Non-job
related timecard entries in locked and/or verified payroll periods were able
to be deleted from the Call
Center. This is now prevented for verified payroll
periods, and only users with the ability to override and modify locked
payroll periods are now allowed do this in a locked period.
|
|
7/27/2010
|
Call Back
Report
|
Added
Original and Call Back Dept filter, sort and group options.
|
|
7/22/2010
|
PO Item
Status Report
|
Added an
option to show values for each item on the report, including items still on
backorder, canceled, or outstanding.
|
|
7/21/2010
|
Calls
Report
|
Added an
option to filter the report so only Priority Calls are included.
|
|
7/16/2010
|
Customer
Statement Report
|
Edited the
Pmt/Adj and Balance Due columns to make sure that numbers longer than
-$10,000.00 could fit on the report without being cut off.
|
|
7/15/2010
|
Service
Location List Report
|
In the Job
Reference option form, two new options have been added to allow you to filter
based on Service Jobs or Sales Jobs.
|
RELEASE 1.7.800.43 7/15/2010
|
|
7/15/2010
|
A/R
Invoice
|
It was possible
to begin the timecard importing process without saving changes which would
sometimes cause changes to be lost.
Changes to the invoice must now be saved before importing timecard
labor (Ctrl+Shift+T).
|
|
7/14/2010
|
A/R
Invoice Payments
|
Added a
new user ability, which is now required in order to Apply Payments to an
Invoice. The new ability is on the
Receivables tab under A/R Invoice in User Group Setup.
|
|
7/13/2010
|
SWAPI
|
Added new
fields to the results of the dsVisit dataset in LocationQuery to indicate
which visits have been invoiced or canceled.
|
|
7/12/2010
|
Agreement
Visits
|
In the job
form, for a job with the "AgreementVisit" job class, when a job
type (visit type) was selected the department was being overwritten, possibly
with an invalid department code.
|
|
7/9/2010
|
Job Form
|
Added
equipment location to the drop-down Equipment list.
|
|
7/9/2010
|
SWAPI
|
When an
inventory document was submitted, any user entered comments were being overwritten
with default text.
|
|
7/8/2010
|
Customer
Search
|
Added
City, State, and Zip fields to the customer search results grid.
|
|
7/8/2010
|
SWAPI
|
Timecard
entries generated via JobPunch did not have the pay item and employee rate
set, if the Payroll module was not activated.
|
|
7/6/2010
|
General
Ledger
|
Corrected
a bug that would, on rare occasions, prevent negation of a transaction with
the error message 'Debit or credit must have value'.
|
|
6/28/2010
|
Call
Taking
|
The
history indicator was not lighting up if the customer had archived history
only.
|
RELEASE 1.7.800.42 6/25/2010
|
|
6/25/2010
|
SWAPI
|
Some
commands would sometimes fail with "Invalid character" errors when
fields contain non-printable characters in them. A fix has been made that will eliminate
this error in a certain class of SWAPI commands. One command where this error had been
observed and which is now corrected is JobProgressListQuery.
|
|
6/24/2010
|
Job Summary/Call Progress
|
If the customer portal agent was enabled, Call
Progress when accessed from the Job Summary form, after making modifications
to Job Summary, would not show the assigned employees. Call Progress was still functioning normally
if no changes had been made in Job Summary, or when it had been accessed from
anywhere else in the system - Call
Center, Job Form, etc.
|
RELEASE 1.7.800.41 6/17/2010
|
|
6/17/2010
|
SWAPI
|
The LocationQuery command was returning duplicate rows
for history (dsHistory) in the case where a company had used the same JobType
for multiple JobClasses.
|
|
6/17/2010
|
SWAPI
|
Added Address1, Address2, and Phone2 (in the format
A1="address1",A2="address2",P2="phone2") to the
messages relayed to third party agents when jobs are added to the system.
|
|
6/15/2010
|
Opportunity Manager
|
(SQL Server only) Notes for an Opportunity
would get overwritten, in the case where an opportunity was marked Abandoned while
the Open filter was on.
|
|
6/11/2010
|
Register Accounts, Deposits
|
If access was granted to only payroll and deposits,
but not granted to other bank accounts, users were being denied permission to
deposit to the payroll account.
|
|
6/10/2010
|
SWAPI
|
Edited the error message generated when an Agreement
could not be renewed to be more clear about what is causing the problem.
Added the RenewalCreated field to the
AgreementListQuery result set.
|
|
6/8/2010
|
Payroll
|
Commissions entered through the Miscellaneous Wages
form could be entered with more than two decimals precision which could cause
an error, "debits<>credits" when attempting to post payroll.
|
RELEASE 1.7.800.40 6/7/2010
|
|
6/7/2010
|
Agent Notifications Report
|
Added Notification Type and Option Selected (if any)
to the report
Added sort/group by Notification Type
Rearranged a bit to make Message Text a little wider
|
|
6/4/2010
|
SWAPI
|
Some SWAPI BeginSession requests were unnecessarily
creating new session IDs instead of using an existing available one.
|
|
6/3/2010
|
Call
Center
|
The Call Information panel was only displaying 8
characters of the username for Scheduled, Taken, and Booked.
|
|
6/2/2010
|
Agreement Manager
|
Made additional fields available to the "Print
grid" option for the Agreement Manager's Create Date, Start Date, End
Date, Sale Date, and Renews Due views.
The new fields are related to visit and billing counts, maintenance
and deferred revenue totals, and service and reserve totals.
|
|
6/2/2010
|
Receipt Form
|
The Auto Allocation option was not always available
when it should have been. Users had to
enter and exit the Amount field in order to activate it. This will now default and activate properly
when the form is opened.
|
|
6/2/2010
|
SWAPI
|
Receipts created from a Purchase Order with item
splits using the ReceiptCreate command was not setting the Expected Qty value
correctly.
|
RELEASE 1.7.800.39 6/1/2010
|
|
5/28/2010
|
SWAPI
|
Since 1.7.800.29, the ReceiptCreate command was
failing with "Access Violation in the midas.dll" error.
|
|
5/27/2010
|
ASP Console
|
ASP Console Users who attempted to run multiple copies
of SW21 with different MasterIDs would sometimes see data in the call center
that belonged to the other company.
|
|
5/27/2010
|
Job Manager
|
Added an option for "Cancel old backlogged
jobs". This utility is similar to
the existing utility for closing old backlogged jobs, but under some
circumstances, particularly when there are a large number of jobs that never
had any activity, the cancel option might be preferable since it will also
void the job's related invoice, instead of leaving the invoice open and still
remaining to be cleaned up.
|
|
5/21/2010
|
Payroll
|
If an employee had piece rate wages on the same date
for the same pay item which were calculated using hours x rate calculation
and different rates were used on the different wage entries, some of the wage
entries may have been ignored when calculating the employee's wage summary
for the period.
|
RELEASE 1.7.800.38 5/18/2010
|
|
5/17/2010
|
Agent Notifications
|
Notifications may now contain options that are present
for selection upon acknowledging the notification. Available options are submitted by the
third party along with the notification.
The acknowledgement option selected will be sent back
to the third party application via SWAPI messaging.
Removed the fade in/out popup form and replaced it
with a mouse over hint on the notification button that displays notice counts
by notification type.
|
|
5/17/2010
|
SWAPI
|
Added NotificationType, NotificationID, and OptionList
tags to the AgentNotification command.
|
|
5/14/2010
|
SWAPI
|
It was possible for Third-Party Applications to submit
an invalid detail item through SWAPI, as part of the InvoiceUpdate
command. Detail item numbers are now
validated.
|
|
5/12/2010
|
Job Form
|
It was possible to change the job class on a sales job
to a non-sales job when the quote was locked.
This is no longer allowed since when changing to a non-sales job, the
quote must be changed to an invoice.
|
|
5/12/2010
|
SWAPI
|
The LocationQuery command and several of its
supporting commands now include description fields for various elements
returned in the command result, such as Agreement Type, Unit Type,
Manufacturer, and Job Type.
|
|
5/11/2010
|
Opportunity, Opportunities
Report
|
For consistency, changed label from "Lead
Required" to "Lead Job Required"
|
|
5/11/2010
|
Job Summary, Job Summary Analysis Report
|
For consistency, changed label from "Lead
Generated" to "Lead Job Required"
|
|
5/10/2010
|
Agent Manager
|
Added confirmation dialogs when deleting connections,
deleting sessions, or changing passwords.
|
|
5/10/2010
|
Purchase Order Item Status Report
|
Expanded the size of the Item No column.
|
RELEASE 1.7.800.37 5/7/2010
|
|
5/6/2010
|
Customer Opportunities Report
|
Follow up notes with only a single character were not
showing in the report.
|
|
5/6/2010
|
Opportunity Manager
|
Some actions were not enabling properly when only a single
character had been entered into follow up notes.
|
|
5/5/2010
|
Sales Tax Report
|
Added an option to include Customer Info, which
includes the Billing Customer's name and address.
|
|
5/5/2010
|
Payables Manager
|
The Record Count displayed at the bottom of the
manager form was not always accurate.
Changes were made in how the Active (previously Canceled) filter
operates in order to correct the problem.
|
|
5/3/2010
|
Vendor Invoice
|
When applying payment on an invoice, it was possible
to type in a third digit in the cents area (i.e. $250.089) ultimately causing
problems with register account reconciliation.
|
|
5/3/2010
|
SWAPI
|
The SWAPI log purge has been moved from the main http service
into the auxiliary messaging service in order to avoid possible blocking on
http threads.
|
RELEASE 1.7.800.36 5/3/2010
|
|
4/30/2010
|
SWAPI messaging
|
Two changes were made in order to avoid unnecessary
third party application querying in response to SuccessWare21 generated
messages.
-In some circumstances unnecessary 'refbook modified'
messages may have been generated when no changes were actually made to a
reference book.
-Each modification to a reference book results in a
refbook modified message. Duplicate
messages will now be removed when posting a new refbook modified message.
|
|
4/30/2010
|
Emailing Reports
|
After using the "key" toolbar button to
switch between companies, attempting to use the report email feature would result
in an 'access violation' error.
|
|
4/28/2010
|
SWAPI
|
Some SWAPI commands were recording 'api' as the
username performing the operation - rescheduling, canceling, etc. These commands will now properly record the
authenticated username.
|
|
4/28/2010
|
Agreement Conversion Date Setup
|
Modified one of the messages to include instruction on
finding detected transactions on converted agreements that may be preventing
entry of a particular agreement conversion date.
|
|
4/28/2010
|
Call
Center
|
Customers with a large number of Unassigned Calls
could experience slow refreshing of the Daily Call (horizontal) View of the Call Center
and eventually a Stack Overflow error that would cause SuccessWare21 to fail.
This has been corrected.
Made an additional change that additionally improves
refresh performance of the Daily Call View.
|
|
4/27/2010
|
Customer Search Form
|
Attempting to sort by the Open Job Count field was
resulting in a "syntax error". This error message has been corrected
to offer a better explanation about why this field is invalid for sorting.
|
RELEASE 1.7.800.35 4/27/2010
|
|
4/26/2010
|
Sales Analysis Report
|
When printing to a file in Report Emulation format,
the information on some rows would overlap.
|
|
4/26/2010
|
SWAPI
|
When a secondary employee went on an additional call
for a job without the primary employee also being assigned to the call, the
secondary employee would automatically be assigned as the Primary
Employee. This will no longer occur. Changes to the primary employee, once one
has been designated, must be made manually.
|
RELEASE 1.7.800.34 4/23/2010
|
|
4/23/2010
|
Notifications
|
A new feature is available for displaying notifications
from external third party applications that communicate to SuccessWare21® via
SWHttpServer (SWAPI). Once an external
application begins submitting notifications, a button in the toolbar for
viewing and acknowledging notifications will become visible.
|
|
4/23/2010
|
SWAPI
|
JobNotesUpdate was failing if the note submitted
contained an apostrophe or quote character.
|
|
4/23/2010
|
Notes Form (F11)
|
Added a vertical scroll bar.
|
|
4/23/2010
|
Sales Analysis Report
|
Added an option to print the report to a
(tab-delimited) text file.
|
RELEASE 1.7.800.33 4/22/2010
|
|
4/22/2010
|
SWAPI
|
Added a new command, AgentNotification, to support a
coming enhancement that will allow third party applications to post
notification messages to users in SuccessWare21.
|
|
4/21/2010
|
Pricebook
|
Added the following optional columns for the grid
report: Task Duration, No of Techs, Total Man Hours, and Pay Base.
|
|
4/20/2010
|
Billing Account Details
|
The "New carbon copy location" function
would add a new location, but was failing to add a new link to the location
for the location, and was instead setting the original location back to
carbon copy status.
|
RELEASE 1.7.800.32 4/20/2010
|
|
4/19/2010
|
SWAPI, Agent Manager
|
Internal changes for improved performance when
checking and releasing agent connections/sessions.
|
RELEASE 1.7.800.31 4/17/2010
|
|
4/17/2010
|
SWAPI
|
Occasional 'deadlocked on lock | communication buffer resources'
errors might have been occurring during command authentication process.
|
|
4/17/2010
|
Event Log
|
Viewing events in the event log would occasionally
timeout after 30 seconds. Increased the
timeout period to 5 minutes to accommodate those with large event logs on
slower servers.
|
|
4/17/2010
|
SWAPI
|
JobCancel with a comment longer than 50 characters was
failing with 'string or binary data would be truncated' error.
|
|
4/16/2010
|
Material Requisitions/Returns
|
Material requisitions and returns submitted by
third-party software may have contained non-part items. We have added validation to detect these
non-part items before the requisition or return is posted.
|
RELEASE 1.7.800.30 4/14/2010
|
|
4/14/2010
|
Equipment List Report
|
Long serial numbers may have been truncated on the
report.
|
|
4/14/2010
|
SWAPI
|
CustomerFlexQuery - added location email address to
query response.
|
|
4/14/2010
|
Agreements
|
Agreements with multiple visits types and different
values assigned to the different visit types when deferring revenue may have
recognized the wrong revenue amount when canceling a visit. The value from the first visit schedule
record was always being used regardless of which visit was being canceled.
|
|
4/13/2010
|
Inventory Transaction Report
|
Items with long Serial Numbers were truncated on the
report.
Added Purchase Order Number and Vendor Invoice Number
reference fields to the report.
|
|
4/13/2010
|
Customer Statement
|
Values greater than 99,999 were being partially cut
off when printing or previewing the report.
|
RELEASE 1.7.800.29 4/10/2010
|
|
4/10/2010
|
Purchase Order
|
Allow the Close PO option to be used on ordered PO's that are not yet partially or fully received. This may be useful in the case where a PO
was received, however, an additional item was added on the receipt/invoice,
but no items from the original PO were
actually received.
|
|
4/9/2010
|
SWAPI
|
JobSchedule command was not working correctly.
JobSchedule and JobCancel would sometimes fail with
"access violation" error.
|
|
4/8/2010
|
Job
|
Since 1.7.800.26, under some circumstances, removing
the scheduled date/time from a call may have been failing.
|
|
4/7/2010
|
Warranty Expiration Report
|
The group totals for the Reserve Balance were not
calculating properly in some situations.
|
|
4/7/2010
|
Sales Call Sheet Report
|
When generating this report from the Report Gallery, it
would email fine, but generating the report from other places - Job, Job
Manager, etc. - was failing.
|
RELEASE 1.7.800.28 4/6/2010
|
|
4/5/2010
|
SWAPI
|
JobCancel, JobNotesUpdate - In SQL Server 2000 only,
these command were failing with 'Incorrect syntax near "max"
(jsdm204)'.
|
|
4/1/2010
|
Income Statement Reports
|
Must Print accounts have not always been showing up in
the report like they should. Now when
running for All Departments, Must Print accounts will always show. We are still working on the situations
where specific departments are selected.
|
|
3/31/2010
|
Invoices, Statements, Checks, Purchase Orders
|
Added Australia
as an option to the list of countries in Company Setup.
Set these documents to print with a dd/mm/yy date
format for Australian companies.
|
|
3/29/2010
|
Location Documents Setup
|
ASP users are restricted to drive letters S: or T:,
but they were able to select other letters anyways. This has been corrected.
|
|
3/29/2010
|
SWAPI
|
Physical Counts created through SWAPI were not
calculating the total adjustment amount properly. This has been corrected.
|
|
3/24/2010
|
Pricebook
|
Added the Added On date to the IC Item Detail form.
|
RELEASE 1.7.800.27 3/21/2010
|
|
3/21/2010
|
General
|
(MS Access only) On some systems an error was
occurring during one of the database updates for 1.7.800 relating to email
addresses.
|
|
3/20/2010
|
General
|
Sometimes an "Unable to load SSL" error
would occur when attempting to activate over the internet. Attempting to activate a second time would
normally work.
|
|
3/16/2010
|
Management Comparison Report
|
Termed Agreements Lost may have been overstated when
fixed term agreements had been terminated.
Depending upon the agreement end date, termination date, and date
range of the report, a single agreement could have been counted as lost in
two different time periods.
|
RELEASE 1.7.800.26 3/15/2010
|
|
3/15/2010
|
On-line Help (F1)
|
Help file update.
|
|
3/14/2010
|
Balance Sheet Report
|
Accounts with no activity in the range of the report,
but marked as Must Print were not always showing up in the report like they
should.
|
|
3/13/2010
|
SW21/SWAPI Messaging
|
Previously if a new duplicate message (dup on type/id)
was generated before the prior one was picked up, the new message was
ignored/dropped. The first message
would still be sent but the message's additional info may have been outdated.
Messages are now delivered by SWAPI in the order in
which they were created.
|
|
3/11/2010
|
SWAPI
|
New CustomerFlexQuery command which allows third party
applications to attempt to match up to an existing location using various
combinations of Name, Phone, and Address fields.
|
|
3/10/2010
|
SWAPI
|
For third party notification, a new 'call
added/modified/deleted' message is now generated when a call is rescheduled
or has a change in progress - dispatched, onsite, completed, etc.
|
|
3/8/2010
|
SWAPI
|
A new PaymentInfoUpdate command is now available,
which can be used by third party applications for submitting payment method
information for either a job or billing account.
Added payment method Information to the AccountQuery command/nested
dataset. Credit card number, if any,
is masked.
|
RELEASE 1.7.800.25 3/4/2010
|
|
3/4/2010
|
On-line Help (F1)
|
Help file update.
|
|
3/4/2010
|
Report Email
|
Report emails were always attempting authentication even
if Use Authentication was turned off.
When report email fails the underlying error message
is now displayed.
(ASP only) Some email configuration parameters
-server, port, and use authorization - are preconfigured on the ASP so are
now disabled when editing email settings.
|
RELEASE 1.7.800.24 3/2/2010
|
|
2/26/2010
|
Vendor Invoice
|
On occasion, an error message reading 'Either Debit or
Credit Must Have Value' would occur when trying to post a Vendor Invoice that
was changed from the original Purchase Order.
This would only occur on invoices that had changes to the cost of at
least one inventory item where the quantity had been reduced to zero and
therefore required an inventory overflow adjustment, and the invoice also had
items for other departments where an inventory overflow adjustment was not
necessary.
|
|
2/25/2010
|
SWAPI
|
An access violation error and possible SWAPI lockup
would occur on an attempt to submit a memo field that was longer than 2500 characters. This limit has been increased to 25,000
characters.
|
|
2/25/2010
|
Check Printing
|
When Printing a Format F Blank Stock check from the
Check Form, the Company Name was not always printing on the Check Stubs. The company name was showing properly when
printing from Pay Bills.
|
|
2/24/2010
|
Agreement Anniversary Report
|
When running by Sale Date, the report was not
including agreements that were set to start in a month subsequent to the Sale
Date.
Anniversaries now always reported on the anniversaries
of the agreement Start Date.
|
|
2/24/2010
|
Vendor 1099's
|
The 1096 summary was incorrectly including payments
that were categorized as non-1099 payments.
|
|
2/23/2010
|
Call Taking
|
When using SW21Keys (CallerID) and multiple matches
were found on the incoming phone number, selection of one of the matches
would not populate the Call Taking form with the customer information.
|
BETA RELEASE 1.7.800.23
2/19/2010
|
|
2/19/2010
|
Call Taking
|
On some systems, the error "Update failed"
would occur when attempting to post phone calls.
|
|
2/17/2010
|
SW21Keys
|
The controls for generating sample macros (CID and CIDG)
in the upper right of the form were not lighting up as expected when passed
over by the mouse.
|
|
2/17/2010
|
SW21Keys, CallerID
|
Text is cutoff in some places on the forms, some also
were not anchored properly when resizing the form.
|
|
2/16/2010
|
Trial Balance Report
|
Accounts with no activity in the range of the report,
but marked as Must Print were not always showing up in the report like they
should.
|
|
2/16/2010
|
Trial Balance Report, Balance Sheet, and Cash Flow
Statement
|
Accounts with no activity in the range of the report,
but marked as Must Print were still showing in the reports after they were
deactivated.
|
|
2/16/2010
|
Call Taking
|
When taking a call and attaching a visit, you will be prompted
whether or not to change the job class for the resulting job to
"AgreementVisit". When
setting to "AgreementVisit", the resulting job/call required hours
will be modified based upon the visit's estimated hours.
|
|
2/16/2010
|
Job
|
When attaching visits and setting the job class to
"AgreementVisit", the job/call required hours will be modified
based upon the visit's estimated hours.
Added validation to prevent visits from being added to
a canceled call.
|
|
2/12/2010
|
QuickStart
|
When initially
setting up a new company and entering Company Setup for the first time,
inappropriate "company name on email" messages would display before
the company setup form might have been displayed.
|
|
2/11/2010
|
Find/Merge Locations, Find/Merge Billing Accounts
|
A "Field not found" error would sometimes
occur when regenerating the list after merging locations or billing accounts
from the find/merge utilities.
|
|
2/9/2010
|
Equipment Comparison Report
|
The serviced date range and install date range fields
were not being enabled properly.
|
BETA RELEASE 1.7.800.22
2/5/2010
|
|
2/5/2010
|
SWAPI
|
JobRequisitionedItemsQuery: new command for third
party applications that can be used during invoice processing to determine
what items have already been requisitioned for a job and how many of those
items have been included on other invoices for the job. Third party applications can use this
information to help determine which items to requisition for the current
invoice.
JobProgressList2Query: new command to replace the
current JobProgressListQuery. The
current command was returning in a format that was not consistent with the
formatting of other swapi command results.
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2/4/2010
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Sales Invoice Report, Sales Invoice Items Report
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Added Summary Only option to show only grouping totals
and final report totals.
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2/4/2010
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Jobs with attached agreement visits
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When you create a job/call for a visit, the
'AgreementVisit' job class has always been assigned by default. If you create a job with some other job
class, then assign the visit, you will now be prompted whether you want to
change the job class to 'AgreementVisit' so that you can keep them all
classified together if necessary. If
you forget or inadvertantly choose not to make the job class change, you can
use the Visits button and select OK at any time to get the prompt again.
If you remove all of the visits from a job, the job
class becomes available for editing again.
There is now validation that prevents assigning a
visit to a sales job.
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2/4/2010
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Sales Summary
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Changes in editing of Sold?, Date Sold, Actual $, and
Credit Reject.
-If sold was unchecked Date Sold and Actual $ would remain,
but the fields would disable making it impossible to clear them without
re-checking Sold, clearing the fields, then unchecking Sold again. Now the fields will remain enabled until
after they are cleared.
-Since Credit Reject is counted based upon Date Sold,
it is now required that Sold be checked in order to be able to check Credit
Reject. Credit Reject enables and
disables along with Date Sold and Actual $.
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2/2/2010
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Phone Call Report
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Added Abort Code filter. This filter is only available when
reporting on All types of calls, or Service call types.
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2/2/2010
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Warehouse Tag Manager
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An option to print Barcode Labels with serial numbers
for a warehouse has been added. Open the
Tag Manager and right-click on the list of items to find the Print Barcode
Labels... menu item.
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2/2/2010
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Service Location List Report
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When printing this report to file, some companies
would see blank lines inserted after every page. This has been corrected.
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2/1/2010
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Agreement List Report
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Added a CSR Sales filter.
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1/29/2010
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Job, Job Summary, Invoice
|
Clearing the Salesperson on the job form was not
updating the job's invoice (or quote), nor salesperson on the sales summary
for sales jobs. Then when you put a
salesperson back on, it also would not carry forward to the invoice (or
quote) or sales summary. Clearing now
works like a modification would. It
will update the invoice (quote) and sales summary as long as the original
values were the same.
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1/29/2010
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Account Register
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The system was allowing cash box reconciliations to be
posted out of balance if any of the amounts - either cash, check, or other -
had been entered as a negative amount.
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1/27/2010
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SWAPI
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The JobAdd command now allows adding of lead sources
to SuccessWare21 by third party applications.
In order to add a lead source when submitting a new job, submit lead
source in the format "[+code|description]". If square brackets are used, the '+' must
also be supplied for a new code to be added.
Existing codes will not be changed.
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BETA RELEASE 1.7.800.21 1/27/2010
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1/26/2010
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1099 Listing Report
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Grouping/sorting by many fields at a time would
sometimes result in a "Field not found" error.
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1/25/2010
|
Location Merge/Delete
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The form now displays when the location has stored
documents and will not allow a "delete" or a "merge from"
when the location has existing stored documents. The documents must first be moved or
deleted.
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1/22/2010
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Assignments Report
|
Assignments for job with multiple invoices would
sometimes duplicate in the report.
The group label and assignment information would
sometimes overwrite each other at the top of a new page.
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BETA RELEASE 1.7.800.20
1/21/2010
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1/21/2010
|
Online help
|
Help file update.
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1/20/2010
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Income Statement
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New Earnings Before Interest, Taxes, Depreciation,
Amortization (EBITDA) option.
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1/20/2010
|
SWAPI
|
JobPunch from a third party application was sometimes
replacing the username of the person that scheduled a call to "api"
even when no schedule changes were actually occurring.
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1/19/2010
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SWAPI
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JobSummaryUpdate, when submitted as IsNoCharge with a
non-zero TotalTicket, was returning a failure response with the message
'Invalid variant operation'. The
message has been corrected to read 'Invalid value combination (TotalTicket=n,
IsNoCharge=true)'
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BETA RELEASE 1.7.800.19
1/12/2010
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1/12/2010
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Job Manager
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Date range filters were not working. They were only including calls on the
starting date.
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1/11/2010
|
SWAPI
|
Corrected a bug that was causing some calls in the Call Center
to appear with a Green Bar and a set of empty parenthesis. This would occur after job punching an
assignment when the assignment's job had multiple calls.
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|
1/11/2010
|
Printed Checks
|
Added the printing of company name on the check stub
when printing to blank stock (Check Format F).
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|
1/9/2010
|
Agreement, Visits
|
Creating a new call for a visit, or canceling a visit,
was not notifying other forms (Agreement Manger) that a change to visits had
occurred so the other forms would not refresh as necessary.
|
|
1/9/2010
|
Agreement Manager
|
Removed the ability to batch cancel scheduled
visits. Batch canceling these visits
would leave open jobs in the system.
It is better to evaluate each job individually and determine whether
to remove the visit or not, and whether to cancel the job or not. Then, once scheduled visits are removed
disassociated from the jobs, they can be canceled either individually, or in
a batch.
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|
1/8/2010
|
Reports
|
Reports now focus the first field when the report
interface is initially opened.
|
BETA RELEASE 1.7.800.18
1/7/2010
|
|
1/6/2010
|
Job Manager
|
In SQL Server, when using the date range filter, the
grid would show two extra days beyond the Thru Date.
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|
1/6/2010
|
SWAPI
|
Since 1.7.800.15, the JobPunch command was failing
when a user tried to punch completed time.
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1/4/2010
|
Location Storage
|
The info.txt file (which contains customer name,
address, and phone) was being created with a leading and trailing space on
the file name. This has been fixed to
create the file as "(info).txt".
Parentheses are used to keep the file at the top of the list of files
alphabetically.
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1/4/2010
|
Printed Quotes
|
When printing to PDF or emailing a printed quote the
document name / file name would default to "Invoice #xxxxxx". This has been fixed to read "Quote
#xxxxxx".
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BETA RELEASE 1.7.800.17
1/4/2010
|
|
12/31/2009
|
Print 1099
|
Margin adjustments were being applied to the actual
1099-MISC, but not to the print alignment.
|
BETA RELEASE 1.7.800.16
12/30/2009
|
|
12/30/2009
|
Print 1099
|
Make sure only payments and refunds are being tagged
with 1099 category.
Copy 1099 category info when negating a payment or
refund.
1099-MISC user ability was not functioning.
In Vendor Details, fixed display of 1099 category year
designator,
and fixed text coloring when an invalid category is
detected.
Invoices from recurring invoices were not being
assigned a 1099 category. They will now be assigned the vendor default.
Payments on a vendor invoice were always being
assigned the vendor default even if something different had been selected.
Changing the vendor on a vendor invoice was not
reassigning the 1099 category.
Invoices created from PO's
were not being assigned a 1099 category.
Added a check for vendors with missing 1099
categories. The check is performed
when Pay Bills is selected.
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12/29/2009
|
SWAPI, ARInvoiceUpdate
|
Tax Included is automatically turned off on the
invoice line item when the tax code for the invoice implements a sales tax
cap. When this situation occurred,
AddTax was also being turned off and not allowing third party applications to
set AddTax=True. This has been changed
to allow third party control over AddTax in this situation.
|
BETA RELEASE 1.7.800.15
12/28/2009
|
|
12/24/2009
|
Job Manager
|
Corrected a bug that was causing the job list to not
include jobs on the last day of the Date Range.
|
|
12/23/2009
|
Job
|
Will not allow a job to be saved or assigned without a
valid job class, job type, and department.
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|
12/23/2009
|
SWAPI
|
Messages for JobComplete will now include the current
progress in the additional information.
Added new commands: JobCancel, JobSchedule,
JobNotesUpdate
|
|
12/23/2009
|
SWAPI, JobAdd command
|
Will accept unknown job class when enclosed in square
brackets.
Will accept empty job type and department.
Will accept unknown lead source when enclosed in
square brackets, and will add it to the item to the Lead source ref book.
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|
12/22/2009
|
Check Format
|
Added an informational confirmation message when setting
format to Blank Stock.
|
|
12/11/2009
|
Callback Report
|
When printing the Summary option, group totals were
being omitted.
|
BETA RELEASE 1.7.800.14
12/15/2009
|
|
12/14/2009
|
Print Checks
|
'Invalid routing number' error was occurring whenever
attempting to print anything other that blank stock checks.
|
|
12/14/2009
|
Register Account Setup Form
|
This form name has been changed from the Cash Account...
to the Register Account... It now matches the reference book name and is more
appropriate as not all accounts are cash accounts.
|
|
12/11/2009
|
Callback Report
|
When printing the Summary option, group totals were
being omitted.
|
|
12/11/2009
|
Payroll Misc Wage Manager
|
The ALT+Up (ALT+Down) key would only work one time for
incrementing hours on a particular wage entry, then would do nothing.
|
BETA RELEASE 1.7.800.13
12/10/2009
|
BETA RELEASE 1.7.800.12
12/8/2009
|
|
12/4/2009
|
Agreement Manager
|
Added a batch visit cancel option to the Visits Due
view.
|
BETA RELEASE 1.7.800.11
12/1/2009
|
|
10/15/2009
|
Customer Form
|
Under some conditions, the Open Jobs indicator was not
displaying properly. Normally, the indicator
would correct itself at a later time.
|
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