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CEEK |
TopSales CRM, Sales & Marketing Software |
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What's New
22nd April 2008 - TopSales version 6.42 released
New features in Personal/Professional Edition
1) New: Bar chart for number of contacts assigned to a user. Access
from View > Analysis menu
2) New: Pie chart for number of contacts assigned to a user. Access from
View > Analysis menu
3) New: Transaction costing. Function to quick update invoice cost.
Access from Tasks > Sales menu.
4) Inventory balance view add filter function.
5) Inventory balance report add option to print product long description
6) New report: Quarterly sales analysis by sales person/product
7) New report: Quarterly sales analysis by sales person/customer
22nd March 2008 - TopSales version 6.40 released
New features in Basic/Personal/Professional Edition
1) New report: Contact List By sales area
2) New report: Opportunities by amount
3) Contact list by type improve column print. User can now print from 5
column to 10 column depend on field size.
4) Contact list by category improve column print. User can now print
from 5 column to 10 column depend on field size.
5) Contact list by job title improve column print. User can now print
from 5 column to 10 column depend on field size.
6) Contact list by user improve column print. User can now print from 5
column to 10 column depend on field size.
7) Contact list by sales area improve column print. User can now print
from 5 column to 10 column depend on field size.
8) Contact List - Custom (3 columns) rename to Contact list - custom
(Portrait size). User can now print
up to 5 data field columns depend on field size.
9) Contact List - Custom (5 columns) rename to Contact list - custom
(Landscape size). User can now print
up to 7 data field columns depend on field size.
22nd February 2008 - TopSales version 6.38 released
New features in Basic/Personal/Professional Edition
1) New report: Contact List By Job Title
2) New report: Contact List By User
New features in Personal/Professional Edition
1) New report: Opportunities by company
2) New report: Opportunities by sales person
3) New report: Opportunities by Leas source
4) New report: Opportunities by estimated closing date
5) New report: Opportunities by actual closing date
6) New: Stock card by account inquiry. Access from View menu.
22nd January 2008 - TopSales version 6.36 released
New features in Basic/Personal/Professional Edition
1) New report: Contact List By type
2) New report: Contact List By category
New features in Personal/Professional Edition
1) New: contact category chart and contact type chart are now separated
into include and exclude undefined contacts charts.Access from View > Analysis.
2) Customer list add filter criteria tab page. List customer/vendor
using filter criteria. User can filter record by account name,account code, account type, notes and sales person code
3) New: Inventory movement by product group/month report.
22nd December 2007 - StickyPad 1.00 released
To download StickPad
click here
More information on StickyPad click here
22nd December 2007 - TopSales version 6.34 released
New features in Personal/Professional Edition
1) New: User Group policy for security setting.
2) New report: User security setting list. Access from Tools > System
User > Print.
3) All sales analysis reports add option to use customer record sales
person code instead of invoice sales person code.
4) New: contact category chart and contact type chart. Access from View
> Analysis.
22nd November 2007 - TopSales version 6.32 released
New features in Personal/Professional Edition
1) Change Contact filter name to User Defined Contact Filter
2) Contact list filter criteria add user defined filter. User can define
advance filter like search for contact who are in New York or Miami.
3) All contact reports filter criteria add option to edit filter
setting.
4) Contact custom view filter criteria add option to edit filter
setting.
5) user defined contact filter record add private checkbox. Private
filter means only the user that create
the filter can use it.
6) User defined contact filter list add private tab
7) Contact list filter feature add analysis button. User can analyze
user defined filter selected data.
8) Contact analysis view add bar and pie charts for last 12 months
contacts added. Chart feature requires .Net framework version 2 or
above.
22nd October 2007 - TopSales version 6.30 released
New features in Basic/Personal/Professional Edition
1) Contact profile by category add lookup contact documents button.
2) Contact profile by category add html profile button.
3) Contact profile by category add compose email button.
4) Contact list filter add contact status criteria
5) New: command line option for topsales application.
To auto login to Topsales Pro using command line:
topsales.exe id="userID" pw="password" db="databaseFolder"
example: topsales.exe id="MYID" pw="MYPASSWORD" db="00000002"
for topsales basic: topsbsc.exe id="userID pw="password" db="databaseFolder"
for topsales personal: topsps.exe id="userID pw="password" db="databaseFolder"
for topsales Pro network: topsnet.exe id="userID" pw="password" db="databaseFolder"
6) New auto startup function when Topsales runs.
topsales.exe startup=1 where 1 is contact profile. Check help manual for
other function startup option under the Getting Started section
22nd September 2007 - TopSales version 6.28 released
New features in Basic/Personal/Professional Edition
1) All contact reports add tag selection option.
2) Export contact profile data to excel add tag selection option.
3) Improve company list filter function. Add filter for id no,
category, group, address, email, telephone and notes.
4) New: contact profiles by category. Access from Tasks menu.
22nd August 2007 - TopSales version 6.26 released
New features in Basic/Personal/Professional Edition
1) Contact profile filter dialog box add job
title drop down list for quick selection.
2) Contact profile filter dialog box add company name lookup list for
quick selection.
3) Contact list filter add tag search field
4) Contact list company tab add find by company name
5) Contact profile tab setting add option to change data tab1 and 2
label
New features in Personal/Professional Edition
1) New: Top and bottom 10 products sales analysis
report
2) Product view window add stock card tab page
3) Improve product list filter function. User can now filter by product
description, code, long description, group and vendor code.
22nd July 2007 - TopSales version 6.24 released
New features in Basic/Personal/Professional Edition
1) Contact list add customize column option. To customize columns,
right click mouse button,
a window will popup. Choose customize columns item.
2) To do list add due date field.
3) New: Contact profile add tags to categorize contacts.
4) New: Tags view. Quick access to contact tags. Access from View menu.
5) Company list add customize column option. To customize columns, right
click mouse button,
a window will popup. Choose customize columns item.
New features in Personal/Professional Edition
1) Add export to MS Excel option for stock ageing report
22nd June 2007 - TopSales version 6.22 released
New features in Basic/Personal/Professional Edition
1) Login window add version number.
2) Fix bug in import within Topsales database function for user fields.
3) New: Toolbar for running external program like Microsoft Excel,
Word and PowerPoint.
To customize the toolbar, go to Tools > User Preferences > Customize
Toolbar.
New features in Personal/Professional Edition
1) System user security list add export to Excel
2) Inventory movement report add export to Excel
3) Product list add update average and last purchase price function.
22nd May 2007 - TopSales version 6.20 released
New features in Basic/Personal/Professional Edition
1) Improve contact profile list filter tab. User can now filter by
contact name, company, member group code, city, state, zip code,
country, email, telephone, job title, lead source, sales area, category
and group.
2) Improve contact record import within topsales database. Add all
contacts import option.
3) Improve contact analysis function. User can now inquire contact
records without closing analysis window.
4) Add HTML record popup window to contact profile list.
New features in Personal/Professional Edition
1) Customer invoice list add amount paid column.
2) Add total activities field activities analysis window.
3) Add sort function on column header activities analysis window.
4) New report: Stock ageing. Access from Reports > Inventory menu.
22nd April 2007 - TopSales version 6.18 released
New features in Basic/Personal/Professional Edition
1) Contact profile list function add button to open contact documents
window. Contact documents window lists documents link to contact. User
can also perform mail merge operation using document selected.
2) System user record add status field for active or resign staff id.
3) To do list add export to MS Excel
New features in Personal/Professional Edition
1) Calendar add quick access button to open user to do list.
2) New: Activities analysis. Access from View > Analysis. User can
analyze activities by type and by contact
3) New: Invoice item record add costing field.
4) New: Gross profit by sales person detail report.
22nd March 2007 - TopSales version 6.16 released
New features in Basic/Personal/Professional Edition
1) Contact custom report add total number of
contacts in database.
2) Contact details report add total number of contacts in database.
3) Contact report by lead source add total number of contacts in
database.
4) Contact report by country/state add total number of contacts in
database.
5) Contact phone list add total number of contacts in database.
6) Company custom report add total number of companies in database.
7) Company details report add total number of companies in database.
8) Company profile list for blacklisted tab change to order by account
name and add search option.
New features in Personal/Professional Edition
1) Enhancement for invoice function: allow user
to change some fields when receipt issued.
2) Customer invoice add generate delivery note function.
3) Invoice view function add receipt tab
4) Stock status and value report add export to Excel option
5) Stock availability report add export to Excel option
6) Calendar add activities list tab
7) Calendar day, week, month view add export to excel
8) Inventory balance function add view product record window
22nd February 2007 - TopSales version 6.14 released
New features in Basic/Personal/Professional Edition
1) New: HTML message update window add mail merge
tag button
2) New: Customer account function add quick update of account status.
3) Enhancement: Contact profile window General tab add telephone
extension field next to telephone number field.
4) Enhancement: When inserting a new contact, system will check if
company address is not blank before prompt to copy company address to
contact address.
5) Fix bug in contact profile list inactive contact tab
New features in Personal/Professional Edition
1) New: Export contact data to vcard file. Access
from File menu.
2) Customer invoice list add not send tab page.
3) Improve calendar function for day, week and month view.
22nd January 2007 - TopSales version 6.12 released
New features in Basic/Personal/Professional Edition
1) New: Contact profile - HTML. Contact profile is presented using
HTML format. Access from Tasks menu.
Click here to know more about this feature.
2) PDF file viewer add option to open sub folder.
3) Media file viewer add option to open sub folder.
4) New field in contact profile: name suffix.
New features in Personal/Professional Edition
1) New: Monthly calendar (landscape format) report. Access from
Reports > Activities.
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