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Product History - 2002
19th December 2002 - TopSales version 2.00 released
New features in Basic and Professional Edition
1) Contacts by company view add sort function.
2) Contact list view add copy to clipboard button.
Access from View > Contact List > Copy to clipboard.
3) Company profile entry screen add marked field.
4) Company profile function add mark record button.
5) New function: Company list view with user field selection. Access from View > Company List.
6) New report: Product Price Analysis.
Access from Reports > Product Price Analysis.
New features in Professional Edition
1) New function: Contact filters.
Access from Tools > Contact Filters.
2) Export Contact data to Excel add selection by filter option.
3) Export Contact data to text file add selection by filter option.
4) Contact Custom view add selection by filter option.
5) Mark contact function using criteria add selection by filter option.
6) Create member group using criteria add selection by filter option.
7) Create mailing list using criteria add selection by filter option.
8) Marketing plan assignment add selection by filter option.
9) Contact analysis add selection by filter option.
10) Contact reports add selection by filter option.
11) New report: Outstanding delivery order.
Access from Reports > Inventory control > Outstanding delivery order.
12) System setting field format section add sales order
quantity decimal place setting
13) Inventory entry screen add sales order number.
System use this number to link delivery order to sales order
14) Customer invoice entry screen add sales order number.
System use this number to link invoice to sales order
15) Activities list add display of priority field.
16) Sales Order entry. Access from Tasks > Sales > Sales Order.
17) New report: sales order list.
Access from Reports > Sales Report.
18) New report: sales order - item delivered.
Access from Reports > Sales Report.
19) New report: Stock availability.
Access from Reports > Inventory control.
20th November 2002 - TopSales version 1.90 released
New features in Basic and Professional Edition
1) Broadcast message log add View button to view sent message.
2) Contacts by company view add contacts prefix and job title
3) New function: Import Contact/Mailing list using copy and paste method.
Access from File > Import.
4) Add timer to toolbar. Activity entry screen can copy the timer result
to the duration field in activity record. Timer can be used to time for example
duration of a phone call.
5) New function: Contact list view. User definable contact view for selected fields. Access from View > Contact list.
6) New report: Account Summary List. Access from Reports >
Account Summary List.
New features in Professional Edition
1) Activities by contact view add GoTo button to view and
modify activity record.
2) Activities by project view add GoTo button to view and modify activity record.
3) Activities by Contact view add view button to view sent message
4) New function: Purchase Order to vendor. Access from Tasks > Purchase Order to vendor.
5) New report: Purchase order list. Access from Reports > Purchase Order to vendor.
6) New report: Purchase order - goods received. Access from Reports >
Purchase Order to vendor.
7) Document links add company entry field. You can now link a document to a company.
8) New function document links by company. Access from Tasks > Document Links By Company.
9) Message condition words extend to 500 characters.
10) Invoice, inventory transaction add user definable quantity decimal
place. To set quantity decimal place, go to Tools > System Settings > Field Format.
11) Activities list add display of project field.
12) New report: Sales analysis by vendor/product. Access from
Reports > Sales Reports
13) New report: Sales analysis by vendor/customer. Access from
Reports > Sales Reports
21st October 2002 - TopSales version 1.81 released
New features in Basic and Professional Edition
1) Contacts custom view add Go to function to view and edit contact
details
2) Contacts custom view add Secondary sort.
3) New add and remove contact button in mailing list function for quick creation or removal of a contact in mailing list.
4) Broadcast email logs add Change Address and Delete Recipient button. Use change address to modify invalid email address to resend.
Use delete recipient if you do not want to resend message to the recipient.
5) Broadcast email logs add remark column. Remark column will
indicate duplicate email address or blank address.
6) Broadcast email resend function add error recovery using mailing list. For previous version, if there is an error,
the log may not contain the full list of recipients to resend.
For example: If your mailing list contains 100 recipients, after sending 60 email, Windows hangs or power failure. The log
will recorded 60 email sent. With the new error recovery feature, you can recover and resend the remaining 40 email.
7) Customer/Vendor shipping address list box add display of attention field
8) When adding new shipping addresses, automatically increment the
shipping address id number.
9) When creating a new contact profile, if lookup a company, system will prompt whether to copy company address to
contact business address.
10) New function: Companies Custom View.
Access from View > Companies Custom View.
New features in Professional Edition
1) New function Mailing list duplicator.
Access from Tasks > List Processor > Mail List Duplicator.
This function allows you to duplicate mailing list to a new list.
2) New function to check mailing list for blank email address and duplicate addresses.
Access from Tasks > List Processor > Check List.
3) Customer receipt quick function add auto select first item.
4) New report: Mailing List.
Access from Reports > Contacts > Mailing List.
5) Fix bug on message rule with multiple OR conditions.
24th September 2002 - TopSales version 1.75 released
New features in Basic and Professional Edition
1) Customer shipping record add copy button. Copy function will copy
billing address to shipping address
2) When creating new customer record, if link to a contact or company profile, system will copy contact or company profile
address to customer address.
3) When import contact from Microsoft Outlook, if company name is not blank,
system will create company profile record and assign contact address as company profile address.
4) Add Clear User field function in Company Profile. If you like to redefine
your company profile user field, use this function to clear the field current value.
5) Add Clear User field function in Contact Profile. Access from More button.
If you like to redefine your contact profile user field, use this function to clear the field current value.
6) Lookup system user function add insert, change, delete record button.
Example: when assign a contact to a user, it allow fast creation of new user.
7) Lookup Sales area function add insert, change, delete record button.
8) Lookup Shipping address function add insert, change, delete record button.
9) Lookup company profile function add insert, change, delete record button.
10) Mailing list Organize function now show number of contact selected/highlighted
11) Member group Organize function now show number of contact selected/highlighted
12) Add Broadcast button in mail message function. Access from Tasks > Mail Messages.
The broadcast function is same as access from Tasks > Mailing Lists > Broadcast Mail
13) Add duplicate function for duplicating mail message. Access from Tasks > Mail Messages > Duplicate.
14) Add Logs button in mail message function. Access from Tasks > Mail Messages.
The logs function is same as access from Tasks > Mailing Lists > Logs.
15) New function: Contacts custom view. Access from View menu.
New features in Professional Edition
1) Add Product criteria in selection criteria for following functions:
a) contact reports
b) mark contact record
c) mailing list creation
d) Excel and text file export
e) contact analysis
Contact must link to a customer account to use this criteria.
2) Invoice form now allow printing of both description and long description.
User need to set both the fields active in invoice form.
3) New report: company details
4) New report: company list - custom 3 columns
5) New report: company list - custom 5 columns
6) New report: company list - custom 2x5 columns
7) New sales report: Area sales by month. Access from Reports > Sales Report.
3rd September 2002 - TopSales version 1.70 released
New features in Basic and Professional Edition
1) import text file add company name
2) Fix bug in import from outlook where id not created.
3) Import contact from outlook add import of title.
4) System setting add dial up connection
5) If system setting is set to dial up
connection, when broadcast, receive or sending email, system will checking
if dialup connection exists. If not, it will prompt a dial up connection
dialog box.
6) Add duplicate contact record function in Contact Profile.
New features in Professional Edition
1) Marketing plan perform function for fax and letter add output to text file for contact data
2) Add new message rule action: redirect message. Redirect message
action allows you to send a predefined message to a contact or mailing
list based on condition of email received.
3) Improve forward message rule action. Now
you can forward message to a mailing list.
4) New tool: Automation agent. Automation
agent allows you to automate email processes. You can schedule an
automated job to run at a certain period or for an interval. With
automation agent you can setup an autoresponder
8 August 2002 version 1.60 released
New features in Basic and Professional Edition
1) New function: view contacts by category/type
2) New function: view companies by category/group
3) Import outlook contact data, add option to select contacts folder
4) Fix bug on import outlook contact data, where cases of first name and
last name not assign properly.
New features in Professional Edition
1) Activities function add user definable tab pages to list activity by activity type.
2) Activities list box - today's activity will be highlighted as red
3) Add activity status field
4) New function: Import outlook message
5) Activities by contact add member groups tab page.
6) New function: view activities by project. Access from View -> Activities by Project
7) New function: Marketing plan. Access from Tasks -> Marketing
Plan.
8) New function: Holidays. Access from Tasks -> Holidays
9) New function: View Holidays By Country. Access from View -> Holidays By Country
22 July 2002 - Version 1.50 released
1. Add contact notes view function in contact profile. If a contact is highlighted the notes window will displays
the contact notes.
2. Add contact notes tab page in view activities by contact
3) New function search email message. Access form View->Search.
4) Activity record: remove valid check on contact. You can now create an activity without linking to a contact.
5) New control code - projects
6) New control code - activity priority
7) Activity entry record add following fields
- project
- assigned to
- assigned date
- due date
- Priority
- Duration
8) Add date format for windows Short date. Access from Tools->System Settings->Field Format
9) New function Sales Area. Access from Tasks-> Control Codes.
10) Customer entry function add sales area.
11) Company entry function add sales area.
12) Sales analysis report add selection by sales area
13) Add "Sales Area" field criteria in selection criteria for following functions:
a) contact reports
b) mark contact record
c) mailing list creation
d) excel and text file export
e) contact analysis
f) contact sales analysis
g) lead analysis
14) Contact analysis and contact-sales analysis add lead and sales
area analysis.
15) New report: Sales analysis by Area/Product
16) New report: Sales analysis by Area/Customer
10 July 2002 - Version 1.40 released
1) New function: Document links. Access from Tasks->Document links.
2) New function: Document links By Contact. Access from Tasks->Document links By Contact.
3) New function: search document links. Access from View->Search.
4) Add "Member Group" field criteria in selection criteria for following functions:
a) contact reports
b) mark contact record
c) mailing list creation
d) excel and text file export
e) contact analysis
f) contact sales analysis
g) lead analysis
5) City record add time zone field.
6) View activities by contact add document links tab page
7) Add fast creation of contact member group using criteria function.
8) New report: Inventory transaction.
9) New report: Inventory transaction summary.
10) New report: stock take sheet
11) New report: stock reorder
12) Fix bug on mail merger tags for cases where there are more than 2 same tags.
28 June 2002 - Version 1.30 released
1) New function Contact profile user field lookup value
2) New function Company profile user field lookup value
3) Contact profile add lookup button for user field
4) Company profile add lookup button for user field
5) Contact profile user field setting add option to validate entry value
6) Company profile user field setting add option to validate entry value
7) User field selection criteria add lookup button for following functions:
a) contact reports
b) mark contact record
c) mailing list creation
d) excel and text file export
e) contact analysis
f) contact sales analysis
g) lead analysis
8) New function: Inventory Control. Access from Tasks > Inventory Control.
9) New function: Inventory Balance. Access from View > Inventory Control.
10) New report: Sales analysis By Sales Value
11) New report: Sales analysis By Sales Person By Month
12) New report: Sales analysis By Product By Month
13) New report: Stock Card
14) New report: Inventory Balance
15) Customer/Vendor entry add telephone, fax number, attention and billing address fields
16) Add printing of invoice, debit note, credit note and customer receipt
17 June 2002 - Version 1.21 released
1) New function : transaction category. Access from Tasks > Bank.
2) New function : Bank account. Access from Tasks > Bank.
3) Add income category in product entry.
4) Add income category in customer invoice item entry.
5) Contact entry Assign to field add lookup to select user
6) Contact profile list box add user tab page, this page will list only contact assign to this user/sales person.
7) Add "Assign to" field criteria in selection criteria for following functions:
a) contact reports
b) mark contact record
c) mailing list creation
d) excel and text file export
e) contact analysis
f) contact sales analysis
g) lead analysis
8) New function: Customer Receipt. Access from Tasks > Bank
9) New report: Transaction category. Access from Report > Bank
10) New report: Daily Collection. Access from Report > Bank
11) New report: Receipt Summary. Access from Report > Bank
12) New report: Customer Account Activity. Access from Report > Bank
13) New report: Customer Ageing Detail. Access from Report > Bank
14) New report: Customer Balance Summary. Access from Report > Bank
15) New report: Bank Book. Access from Report > Bank
16) New report: Sales analysis Customer By Month. Access from Report > Sales.
17) New report: Sales analysis Customer/Product By Month. Access from Report > Sales.
18) New Web favorite Category, group. Access from Tasks > Internet Favorites
19) New function favorites internet web site. Access from Tasks > Internet Favorites
20) Import favorites. Access from File > Import.
21) Search favorite web. Access from View > Search.
5 June 2002 - Version 1.20 released
1) New function: Sales analysis - Contact. Access from View-> Analysis->Sales - Contact.
2) Add lead source in contact entry record. With this feature you can inquire how much sales was generate from each lead.
3) Add Lead Source criteria in selection criteria for following functions:
a) contact report
b) mark contact record
c) mailing list creation
d) excel and text file export
e) contact analysis
f) contact sales analysis
4) Add Go To button in View Contact By Company function.
5) New function: leads analysis. Access from View-> Analysis-> Leads analysis. Function
will let you analyze total leads, closed sales, closed ratio, sales per
lead, cost per lead, profit per lead etc.
28 May 2002 - Version 1.19 released
1) New report: Sales analysis - Sales Person/Product
2) New report: Sales analysis - Sales Person/Customer
3) New report: Sales analysis - Sales Person Summary
5) New report: Sales analysis - Product/customer Transacted Price
6) Company profile added 8 more user number fields and 3 more user date fields
7) Company profile list add find function, add phone and fax in list display
8) Company profile list add ordering by id page
9) Contact profile entry screen add summary sales page
10) Company profile entry screen add summary sales page
11) New function - Customer Price History
12) Add mailing list page in view activities by contact. This allow
quick check for contact that is in multiple mailing list.
21 May 2002 - Version 1.18 released
1) Add account short name in customer/vendor account entry
2) Contact profile user field setting for number add decimal place setting
3) Company profile user field setting for number add decimal place setting
4) Add Sales department function
5) Add automatic number
6) New function to record sales invoice, debit note, credit note, cash sales
7) New report: Sales Detail
8) New report: Sales Summary
9) New report: Sales Analysis - Customer Summary
10) New report: Sales Analysis - Customer/Product
11) New report: Sales Analysis - Product
12) New report: Sales Analysis - Product Group
13) Improve Broadcast mail log resend function error recovery. Also added View error button.
14 May 2002 - Version 1.17 released
1) Add Sales person records function
2) Add stock location records function
3) Add product group records function
4) Add product records function
5) Add customer / vendor records function
6) New report: Product summary list
8) New report: Product detail list
9) New report: Product selling price
10) New report: Account List
11) Improve date selection in user fields criteria selection by allowing
selection based on range of user date for following functions:
a) contact report
b) mark contact record
c) mailing list creation
d) excel and text file export
12) Add Job title selection in criteria selection for following functions:
a) contact report
b) mark contact record
c) mailing list creation
d) excel and text file export
7 May 2002 - Version 1.16 released
- Add contact mailing label printing
- New report: Contact List - Custom (3 columns)
- New report: Contact List - Custom (5 columns)
- New report: Contact List - Custom (2x5 columns)
- New report:: activities by date
- Add user definable report title on all reports
- Add user fields - string type in mail merge
30 Apr 2002 - Version 1.15 released
- add lookup city in contact profile and company profile
- add city list (access from Tasks -> Control codes)
- add lookup for contact prefix, job title
- add phone type defaults in system settings
- New function: email center
user can now inquire email received base on contact or
group of contacts without creating a message rule.
- add printing of notes in contact detail report
23 Apr 2002 - Version 1.14 released
-contact field setting add 8 more numbers and
3 more date fields
- contact profile add 8 more user number fields and
3 more user date fields
- New function - Contact analysis; access from View Menu
- New function - Mailing list analysis; access from View Menu
- Add import field for birthday and anniversary in outlook import.
16 Apr 2002 - Version 1.13 released
- add personal data selection criteria for contacts phone,
contact address, contact detail reports
- add personal data selection criteria for mark contact record
- add personal data selection criteria in mailing list creation
- add Go To Contact record function in search phone number
- add Go To Contact record function in search email function
- add Go To Contact record function in search contact function
- add broadcast email response type
- add broadcast email responses analysis
9 Apr 2002 - Version 1.12 released
- Add export contact data to Microsoft Excel
- Add marked and unmarked tab in lookup contacts list box
- New function: search duplicate contact records
- Add record entered date criteria for contacts phone,
contact address contact detail reports
- Add record entered date criteria for mark contact record
- Add record entered date criteria in mailing list creation
- Add export to text file function
- Add lookup state data in contact profile and company profile entry
- System settings add default country
- Add email broadcast response in activity entry
- Add new inquiry email broadcast response
- Fix bug on need to check incoming email message in
server setting when send mail
2 Apr 2002 - Version 1.11 released
- add state, city, zipcode, category, type criteria for contacts
phone, contact address, contact detail reports
- add state, city, zipcode, category, type criteria for mark contact
record function
- add state, city, zipcode, category, type criteria in mailing list
creation
- add authentication option for outgoing mail server
- add more mail merge tags
- add mail tag selection in mail message update
- add import from outlook
- new report Contact phone list 1
- new report Contact phone list 2
25 Mar 2002 - Version 1.10 released
- Add new function: Search For Contacts using criteria,
access from View -> Search
- Add new function in Mail List - use contact field criteria
to create mail list
- Add mark contact indicator in contact profile list box
- Add Mark contact button in contact profile
- Add clear marked contact function, access from contact
profile more button
- add mark contact using criteria function in contact profile,
access from contact profile more button
18 Mar 2002 - Version 1.09 released
- Import Contacts (text files) - add for city, state and zip code
import.
- Contact Profile add marked and unmarked tab
14 Mar 2002 - Version 1.08 released
- new field added in contact profile entry screen: marked field
- Added User fields, marked selection on contact phones,
contact addresses and phones, contact details reports
- New function show phone extension in search phones numbers
- New function - import Contacts within TopSales system
7 Mar 2002 - Version 1.07
- Added Contact Phones report
- Added Contact Phones and address report
- Added Contact Details report
27 Feb 2002: Version 1.06 released.
- Added search contacts by email
- added search contacts by phone number
30 Nov 2001: General release of TopSales version 1.05
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