What's New
22nd Jul 2010 - TopSales version 6.72 released
New features in Basic/Personal/Professional Edition
1) Contact profile add external system field ID. Example of external
system id: club membership ID, social security number, student ID.
2) Contact view function add send email button.
3) Contact view function add contact web site lookup button.
4) Contact view function add contact Facebook lookup button.
5) Contact view function add contact Twitter lookup button.
New feature in Professional Edition
1) Stock card add export to Microsoft Excel
22nd Jun 2010 - TopSales version 6.71 released
New features in Basic/Personal/Professional Edition
1) User preference add menu style option. User can define menu style
and color scheme
2) Mass update contact record function add update broadcast email option
3) Mass update contact record function add assign first name and last name to
full name option
4) HTML email message record add text version field. If text version is not
blank, it will be included in the HTML email broadcast.
5) Contact profile record add facebook username, twitter username fields
6) Contact profile record add button for web link to facebook based on facebook
username field
7) Contact profile record add button for web link to twitter based on twitter
username field
8) Contact list add buttons for web link to facebook and twitter.
9) Import contact text file function add assign first name and last name to full
name option
10) Import contact text file setting list add delete function.
11) New: Export broadcast email message. Access from File > Export.
12) New: Import broadcast email message. Access from File > Import.
22nd May 2010 - TopSales version 6.70 released
New features in Basic/Personal/Professional Edition
1) Email server setting add send a test message function.
2) Contacts analysis add sales area,sales lead totals and percentage
3) Email merge tag add first name tag.
4) Contact text file import add informal field
5) Contact text file import change import rule on blank full name. New rule: If
full name or first name or last name is not blank then record will be imported.
6) Contacts text file import add function to save multiple settings.
7) Expand task field text box in to do record window
8) Auto default first user created email account.
9) Mass delete contacts based on member group or contact type or contact
category. Function access from Tasks > Contact Profiles > More > Mass Delete
Contact.
10) Mass update contact record from active to inactive based on group, type or
category. Function access from Tasks > Contact profile > More
11) Contact profile add broadcast email option. Option to use primary email or
use all available email addresses.
12) Broadcast email add use contact profile broadcast email setting.
22nd Apr 2010 - TopSales version 6.69 released
New features in BasicPersonal/Professional Edition
1)
New report: Contacts analysis - print total number of contacts by
a) Gender
b) Marital status
c) Age
d) City
e) State
f) Country
g) job title
New features in Personal/Professional Edition
1) Activity by date report add select by contact sales area criteria
2) Activity by contact report add select by contact sales area criteria
3) Activity by project report add select by contact sales area criteria
4) Activity by due date report add select by contact sales area criteria
5) Activity by completion report add select by contact sales area criteria
6) Activity by status report add select by contact sales area criteria
22nd Mar 2010 - TopSales version 6.68 released
New features in BasicPersonal/Professional Edition
1) Improve support for Windows 7.
2) Microsoft HTML component is no longer requires.
3) Improve HTML editing function for email messages and knowledge base record
New features in
Personal/Professional Edition
1) Bank reconciliation report add export to Excel
2) Activity by date report add select by contact category and type criteria
2) Activity by contact report add select by contact category and type criteria
3) Activity by project report add select by contact category and type criteria
4) Activity by due date report add select by contact category and type criteria
5) Activity by completion report add select by contact category and type
criteria
6) Activity by status report add select by contact category and type criteria
22nd Feb 2010 - TopSales version 6.67 released
New features in Personal/Professional Edition
1) Sales journal summary add total records at end of report
2) Vendor price history inquiry add unit column
3) Sales by customer sales value report add above predefine amount option
4) Sales by product sales value report add above predefine amount option
5) Sales by product group sales value report add above predefine amount option
6) Sales by area sales value report add above predefine amount option
7) Sales by sales person sales value report add above predefine amount option
22nd Jan 2010 - TopSales version 6.66 released
New features in Personal/Professional Edition
1
) New report: activities by company
2) New report: Quarterly sales by vendar/sales area.