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Product History - 2003
22nd December 2003 - TopSales version
3.20 released
New features in Basic/Personal/Professional Edition
1) Contact list view extend window size and improve maximize method
2) Company list view extend window size and improve maximize method
3) Improve maximize method for contact profiles list function window
4) Improve maximize method for company profiles list function window
5) Improve maximize method for mailing list function window
6) Improve maximize method for mail messages function window
7) Product data import add vendor code field
8) Help file add system basics topic.
New features in Personal/Professional Edition
1) Sales order list extend window size and improve maximize method
2) Extend Company List - Custom (2x5 Columns) report left margin
3) Extend Sales by Vendor/Customer report left margin
4) Extend Sales Analysis - Customer report left margin
5) Extend Sales Analysis - Customer/Product report left margin
6) Sales order by customer view add shipping address
7) Improve maximize method for document links function window
8) New report: Top/Bottom 10 Customer Sales. Access from Reports >
Sales Analysis.
9) New report : Sales analysis by account type. Access from Reports > Sales Analysis.
10) Bank reconciliation report improve printing if no transaction or all
checks has been cleared for the month.
11) Inventory movement by product report add selection for multiple products not in product code sequence.
12) Quantity by analysis by account report add selection for multiple products not in product code sequence.
22nd November 2003 - TopSales version
3.10 released
New features in Basic/Personal/Professional Edition
1) New report: contact list by state. Access
from Reports > Contacts
2) Contact phone list 1 extend left margin, add fax numbers and change format to 2 lines.
3) New report: contact phone list 3. Single line list of contacts and phone numbers.
Access from Reports > Contacts
4) Contact profile reports fixed bug on selecting records for lower and upper case.
5) Company profile reports fixed bug on selecting records for lower and upper case.
6) Extend favorite internet web sites list window size.
New features in Personal/Professional Edition
1) New: Inventory form. Access from Tasks> Inventory Control >
Inventory Transaction >Print.
2) New function: Customer account activity. Access from View menu.
3) Sales order by customer view add selection criteria for quantity and amount.
4) New report: Inventory movement by product. Access from Reports > Inventory Control.
5) New report: Quantity analysis by account. Access from Reports > Inventory Control.
6) Inventory record add department field. You can use department to further classify
transaction or used it as project or job. When generate to invoice, department field
will also updated to invoice department field.
7) New report: Sales analysis by product group/customer. Access from Reports > Sales analysis.
8) Fix bug on inventory transaction list maximize button and improve controls resize method.
22nd October 2003 - TopSales version 3.00 released
New features in Basic/Personal/Professional Edition
1) Add access control to database for system user. You can now restrict user to a particular
database. To set the database access right, go to Tools > System User.
2) Database maintenance add user control. Only user with
administrator access can create or delete database.
3) New function: Shipment carrier record. Use this function to setup
carrier for sales order item. Example of carrier like Fedex, DHL, UPS and etc.
Access from Tasks > Control Codes.
4) Contact phones & emails report extend left margin and add printing
of fax number 1 & 2
5) Contact address & phones report extend left margin and add printing of fax number 1 & 2
6) Contact notes report extend left margin and add order report option
7) New report: Contact list by company. Access from Reports > Contacts
8) Extend product list window width to show more data column
9) Extend customer account list window width to show more data column
10) Contact profile add last name field. Last name field is optional. For those users who
do not use it, you can leave this field blank.
11) Contact list add order by last name tab page
12) Contact custom report add last name selection
13) Contact view add last name selection
14) Contact data text file import add last name
15) Contact data outlook import add last name
16) Add last name in mail merge tags
17) New option: Autofill contact last name with last word of full name when creating
new contact profile. Option set in Tools > System Settings > General.
18) Contacts report add selection by last name and sorting by last name.
New features in Personal/Professional Edition
1) Sales order item entry add requested delivery date, requested
carrier code and delivery payment term fields. These fields are useful for tracking item shipment.
2) Sales order by customer view add requested delivery date, requested carrier code and delivery
payment term fields.
3) New report: Sales order by vendor/requested delivery date. Access from Reports > Sales Report
4) Sales analysis by area by month add export to Excel
5) Sales analysis by customer by month add export to Excel
6) Sales analysis by customer/product by month add export to Excel
7) Sales analysis by product/customer by month add export to Excel
8) Sales analysis by product by month add export to Excel
9) Sales analysis by sales person by month add export to Excel
10) Sales analysis by vendor by month add export to Excel
11) Sales analysis by value add export to Excel
12) Sales analysis by product group add export to Excel
13) Sales analysis by product add export to Excel
14) Generate customer invoice from delivery order, assign sales order number to invoice
15) Delivery order item entry add get sales order item function. Useful for generating multiple
sales order to one delivery order
22nd September 2003 - TopSales version
2.90 released
New features in Basic/Personal/Professional Edition
1) Product master record add mass update for product
group, income category and selling price.
Access from Tasks > Sales > Product > Mass Update.
2) New function: Import product data. Access from File > Import.
3) New function: Browse company notes. Access from Tasks > Company Profiles > Notes
New features in Personal/Professional Edition
1) Customer ageing report add selection by invoice, cash
sale, debit note and credit note
2) New function: Export product to Excel. Access from File > Export.
3) Generate goods received note from purchase order function, system will now
automatically mark purchase order as closed if items ordered are fully delivered.
4) New report: Sales analysis by product/customer by month. Access from Reports > Sales Analysis
5) New function: Vendor Price history. Use this function to inquire product price
from vendor or track quantity delivered by vendor for purchase order. Access from View
> Vendor Price History.
6) Purchase order item entry list add balance quantity column.
7) New function: Sales order by customer. Access from View > Sales order by Customer.
8) Activities by contact view extend window size.
9) Activities list tab page selection add selection for activity status.
10) Activities by project tab page selection add selection for activity status.
22nd August 2003 - TopSales version 2.80 released
New features in Basic/Personal/Professional Edition
1) Contact profiles extend window width
2) Company profiles extend window width
3) Multi fields copy and paste add tab page to show text without field label.
4) Contact profile multi field copy add create button for fast creation of contact profile record.
5) Resend email function improve error checking. Non critical error now will not be prompt but shows in a list box.
6) Resend email function add direct send method option.
6) Database maintenance add restore database function. You can now restore
deleted database.
7) Broadcast email log add change function button to edit message for resend.
8) For HTML type email, you can embed graphic
image in the email. Use the HTML tag <img>. Example: <img src="C:\My Folder\My
Picture.jpg">. The image file path must be full path name. Relative path such as ".\my folder\my picture.jpg" is not valid. For network file, you must use network mapping. Example: your file is "\\server\sharename\my folder\my picture.jpg". Create a mapping to \\server\sharename, example F:. Then change the path to "F:\my folder\my picture.jpg"
New features in Personal/Professional Edition
1) Customer ageing detail report add selection by account status
2) Direct send method add sending of attachment
3) Improve network support for contact profile entry on checking of duplicate.
4) Sales reports add selection by account, for account not in consecutive range
5) Sales reports add selection by product, for product not in consecutive range
6) Inventory transaction report add selection by document number.
7) Inventory transaction summary report add selection by document number.
8) Purchase order form printing add record description field
9) Sales order generate to delivery order/note add more option if quantity to deliver is zero.
10) Sales order form add printing of issued by and record description
fields
.
11) New report: Sales order by vendor/product/customer. Access from Reports > Sales Reports.
12) New report: Sales order by vendor/customer. Access from Reports > Sales Reports.
13) Customer receipt add printing off sales area and amount in words
14) Generate delivery order from sales order, assign today's date to delivery order date instead of sales order date.
15) Generate invoice from sales order, assign today's date to invoice date instead of sales order date.
16) Assign delivery order description to invoice description when
generate from delivery order
22nd July 2003 - TopSales version 2.70 released
New features in Basic/Personal/Professional Edition
1) Company List - Custom(3 columns) - add order report
by user selected field option
2) Company List - Custom(5 columns) - add order report by user selected field option
3) Company List - Custom(2x5 columns) - add order report by user selected field option
4) New report: Product group list. Access from Reports > Product.
5) Extend Email send log window size to show more data column.
6) Extend Mailing list window size to show more data column.
New features in Personal/Professional Edition
1) New report: Department list. Access from Reports > Bank.
2) Customer invoice printing improve account selection
3) Product lookup add display of picture
4) Sales analysis by sales person/product add export to Microsoft Excel.
5) Sales analysis by sales person/customer add export to Microsoft
Excel.
6) Sales analysis by sales person summary add export to Microsoft Excel.
7) Sales analysis by area/product add export to Microsoft Excel.
8) Sales analysis by area/customer add export to Microsoft Excel.
9) Sales analysis by customer summary add export to Microsoft Excel.
10) Broadcast email add direct send method. You can now send email without using
ISP SMTP server
11) System setting add DNS server sending for direct send.
12) Automation agent job schedule add option for broadcast email using direct send
13) Sales Order form add printing of ship to address fields
13) Generate invoice from DO add checking if invoice exists. Option is
set in System settings
22nd June 2003 - TopSales version 2.60 released
New features in Basic/Personal/Professional Edition
1) Contact Phone List 1 - add order report by user selected
field option
2) Contact Phone List 2 - add order report by user selected field option
3) Contact List - Custom(3 columns) - add order report by user selected field option
4) Contact List - Custom(5 columns) - add order report by user selected field option
5) Contact List - Custom(2x5 columns) - add order report by user selected field option
New features in Personal/Professional Edition
1) Sales order entry add ship to field.
2) Sales order item entry add discount field.
3) Sales order list add option to print foreign currency
4) Invoice printing add option for account code and transaction date selection
5) Activity entry add alarm indicator. For new activity created, the default is with alarm.
6) Add activity alarm setting. Access from Tools > Alarm Setting. Use
this function to set alarm for activity that will be due.
7) New report: Sales order form. Access from Tasks> Sales > Sales Order > Print
21st May 2003 - TopSales version 2.50 released
New features in Basic/Personal/Professional Edition
1) Contact profile entry add auto format of id number. For example: format a 6 digit id number. After upgrade, system will default new entry to a 6 digit id number format. To turn off the auto format feature, go Tasks > Control Codes > Automatic Number. Choose Contact Profile ID Number and click No for Use Auto number option.
2) New function: Append zero to contact id.
Access from Tasks > Contact Profiles > More.
3) Company profile entry add auto format of id number. For example: format a 6 digit id number. After upgrade, system will default new entry to a 6 digit id number format. To turn off the auto format feature, go Tasks > Control Codes > Automatic Number. Choose Company Profile ID Number and click No for Use Auto number option.
4) New function: Append zero to company id.
Access from Tasks > Company Profiles > More.
New features in Personal/Professional Edition
1) New function: Knowledgebase. Use knowledgebase to organize, manage and share business information like product information, pricing, sales details, ideas or notes.
Access from tasks > Knowledgebase.
2) Search knowledgebase function.
Access View > Search > Search Knowledgebase
3) Move activity type, activity priority and project from
control codes menu to activities menu.
4) Inventory control entry record add our purchase order number field. This field will link goods received note to
purchase order issued to vendor.
5) New report - Purchase order - goods received note.
Access from Reports > Purchase Order to vendor.
6) New function: Bank Book Transaction Reconciliation Status. Access from Tasks > Bank > Bank Book > Status.
Use this function to mark or unmark a reconcile item.
For faster marking use the Reconciliation button.
7) New function: Bank reconciliation.
Access from Tasks > Bank > Bank Book > Reconciliation.
8) Sales analysis reports add option to exclude zero amount transaction
9) New report: Bank reconciliation.
Access from Reports > Bank > Bank Reconciliation.
21st April 2003 - TopSales version 2.40 released
New features in Basic/Personal/Professional Edition
1) Search contact add search for notes field.
Access from View > Search > Search Contact.
2) Import contact data using text file add field mapping option.
3) Multi-fields copy and paste for contact profile. If you have contact data
from email or web form, you can copy the data and paste into multiple fields
of contact profile.
4) New function: Customer/Vendor By Account type view.
Access from View > Customer/Vendor By Account type.
5) Customer/vendor record entry add account status.
6) Customer/vendor report list add account status, account type, sales area
selection.
7) Lookup customer/vendor window add view button.
New features in Personal/Professional Edition
1) Activity record entry, auto fill assign to field with user id
2) New function: Calendar. Calendar list user weekly and daily schedule.
Access from Tasks > Activities > Calendar.
19th March 2003 - TopSales version 2.30 released
New features in Basic/Personal/Professional Edition
1) Import outlook add import of category field. If outlook contact
is assigned to multiple categories, only the first will be mapped to category field in topsales contact profile. You can disable import
of category using the field mapping setting.
2) Import from outlook function add field mapping setting.
You can now selectively map MS Outlook contact field to
Topsales contact field.
3) For contact category and type code functions, if change of code, auto update contact record that link to the
category and type code.
4) For company category and group code functions, if change of code,
auto update contact record that link to the category and group code.
5) Fix bug in Customer account setup when copying billing address postcode and state to shipping address
6) Improve sorting on date field in contacts custom view.
7) Improve sorting on date field in companies custom view.
8) New function: Purge broadcast email log record.
Access from File > Purge > Purge Broadcast Email Log
9) For Contact list function in view menu, fix windows gfp bug when close window with no contact in list.
10) Contact profile text entry fields add mouse right click
for copy and paste.
11) Company profile text entry fields add mouse right click for copy and paste
New features in Personal/Professional Edition
1) New function: Company filters. Filter allows advanced query on company profile data.
Access from Tools > Company Filters.
2) Company profile report add selection by filter
3) Companies Custom view add selection by filter
4) Mark Companies using criteria add selection by filter
5) New report: Sales Order By Vendor/Product. Access from Reports
>Sales Report > Sales Order By Vendor/Product
6) New report: Lead source sales analysis.
Access from Reports > Marketing > Lead Source Sales Analysis
7) New report: Activities by contact.
Access from Reports > Activities > Activities By Contact
8) New report: Activities by Project.
Access from Reports > Activities > Activities By Project
17th February 2003 - TopSales version 2.20 released
New features in Basic and Professional Edition
1) New function: Reassign sales area for
contacts from one user/sales person to another.
Access from Tasks > Contact Profiles > More > Reassign Sales Area.
2) New function: Reassign sales area for companies from one sales person
to another.
Access from Tasks > Company Profiles > More > Reassign Sales Area.
3) New function: Currency code entry. Use this function to create currency code
and exchange rate.
Access from Tasks > Sales > Currency.
4) User company detail entry add base currency field.
5) Customer entry add currency field. Currency will be used as default billing currency.
6) New report: Contact Notes.
Access from Reports > Contacts > Contact Notes.
New features in Professional Edition
1) Sales order entry add currency and exchange rate.
With this feature, you can handle multi currency sales order entry.
2) Inventory transaction add currency and exchange rate field.
3) Invoice entry add currency and exchange rate field.
4) Purchase order to vendor entry add currency field.
5) Activities by contact view add sales tab page. Contact must be link to a customer account. List will shows sales transaction and
product price and quantity.
Access from View > Activities by contact > Sales
20th January 2003 - TopSales version 2.10 released
New features in Basic and Professional Edition
1) New function: Clear marked companies.
Access from Tasks > Company Profiles > More > Clear Marked Companies
2) New function: Mark companies using criteria.
Access from Tasks > Company Profiles > More > Mark Companies Using
Criteria.
3) Product entry add price break level for quantity.
There are 5 level of price breaks.
4) Customer/Vendor Account type look up.
Access from Tasks > Control Code
5) Add account type field in customer/vendor entry screen.
6) Contacts custom report add select field view
7) Contacts custom view add select field view
8) Companies custom report add select field view
9) Companies custom view add select field view
New features in Professional Edition
1) New function: Compare mailing list for common entries.
Access from Tasks > List processor > Compare List.
2) Fix bug on total on deposit in invoice entry screen
3) Invoice item entry add look up price matrix
4) Sales Order item entry add look up price matrix
5) Activity entry window add pop up window for comments field to show in larger size window.
6) Sales analysis reports add account type field selection
7) Sales analysis reports add income category field selection
8) Sales analysis reports add vendor field selection
9) New report: Lead Source Quantity.
Access from Reports > Marketing > Lead Source Quantity.
10) Activity by date report add selection by activity status
11) New report: Sales analysis by vendor/area
Access from Reports > Sales Analysis.
12) New report: Vendor Sales by month
Access from Reports > Sales Analysis.
Product History -
2002
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