Product History 2005
22nd December 2005 - TopSales version 4.80 released
New features in Basic/Personal/Professional Edition
1) Contact report add selection of
birthday by month/day
2) Contact report add selection of anniversary by month/day
3) Contact profile add inactive field. User can mark a contact that no
longer keep in touch as inactive for future reference.
4) Contact profile delete function add option for user to mark record as
inactive or permanently delete contact record.
5) Contact profile add private field. Once mark private, only user that
created the record can access it. Recommended that user use a private id
to identify the contact so that they will be no gap in the contact id
sequence that are public.
6) Contact profile list add inactive and private tab.
7) Contact reports add selection for private or public record
8) Add option to run receiving email process as background process in
user preference function.
9) Personal mailbox add forward function
10) Add color to personal mailbox contact view email item list. Received
email is in black color or the color chosen by user in window control
panel for list box. Email sent is in blue color.
11) Personal mailbox add group view. Group view will lists all emails for
a contact group.
12) Improve email property viewer. Keyboard entry in html view area is
disable. Hyperlink in html email content is now supported. A new web
browser window will be opened when user click on hyperlink.
New features in Personal/Professional Edition
1) Activity record allows link to
multiple contacts. One activity has one primary contact and can have
many secondary contacts.
2) Activity reports add selection by primary or secondary contacts
3) Activity by date report add option to print secondary contacts
4) Fix bug in invoice price matrix lookup window for font position and
size error for win XP.
5) To do report add sequence number.
6) My work place special interest group list will exclude inactive
contact.
7) My work place history include activity link to secondary contact.
8) User company detail add state sales tax/vat number field
9) Quotation list add declined tab.
10) Quotation status closed type rename
to accepted. A new status called declined is added. Accepted indicate
quotation has been accepted by customer. Declined status indicated
quotation is declined by customer.
11) Generate quotation to delivery order function add control that only
accepted quotation can generate delivery order.
12) Generate quotation to invoice function add control that only
accepted quotation can generate invoice.
13) Quotation list add view function. Manager can assign view function
to user who has no access to update quotation record.
14) Quotation list add lock record function. Manager can lock a record
so that it cannot be changed.
15) Quotation list add unlock record function.
16) Quotation list add generate sales order function. Only accepted
quotation can generate sales order.
17) Customer ageing detail report add printing of credit limit.
18) My work place history list add option to select type of activities
to be shown.
22nd November 2005 - TopSales version 4.75 released
New features in Basic/Personal/Professional Edition
1) Contact list view history tab add personal
mailbox email.
2) Change email receiving function rule. Email receiving will use email
account created by user only.
3) Contact profile extend list row height to improve readability.
4) Company profile extend list row height to improve readability.
5) New function: Personal Mailbox. Access from Tasks > Email Organizer.
Each user in system will have a personal mailbox to store and organize
personal email.
New features in Personal/Professional Edition
1) Bank reconciliation report add bank account description and
sub-totals
2) Sales by value report add sequence number for each listed customer
3) Sales by customer detail report add export to Excel
4) When adding new contact in my work place, system will auto add new
contact to member group if special interest group list condition is by
member group.
5) My work place add contact activities history tab
6) Email client rename to workgroup email client. Use workgroup email
client to receive email for a workgroup.
7) Email center rename to workgroup email center.
22nd October 2005 - TopSales version 4.70 released
New features in Basic/Personal/Professional Edition
1) Contact profile function add web access
button.
2) New feature: User customizable toolbar. To customize toolbar, go to
Tools > User preferences.
New features in Personal/Professional Edition
1) Purchase order function add checking of blacklisted vendor. Control
will prevent user from issue purchase order to blacklisted vendor.
2) My work place function add contact quick search using alphabet
button. The selected sort field will be used as the search field.
3) My work place function add compose email button for highlighted
contact. Windows default email client will be used to compose the email.
4) My work place function add contact notes tab. User can view or save
highlighted contact notes.
5) My work place function add web access button for highlighted contact.
6) My work place function add document link record update buttons.
22nd September 2005 - TopSales version 4.65 released
New features in Basic/Personal/Professional Edition
1) Contact profile function add Company button.
Company button allows quick access to company profile for editing or
viewing.
2) Fix bug in contact data text file import function for first and last
name assignment.
New features in Personal/Professional Edition
1) System user security item list add color to
differentiate level.
Level 1 is black. Level 2 is blue. Level 3 is maroon. Level 4
is green. Level 5 is red. Level 6 is purple.
2 My work place add document tab. Document tab lists document related to
highlighted contact.
3) My work place add View Contact button. View contact function can be
assigned to user who don't have permission to change contact record.
4) My work place add Edit Company button.
5) My work place add View Company button. View company function can be
assigned to user who don't have permission to change company record.
6) New feature: User definable tab in contact profile. To customize the
tab, go to Tools > Contact Profile User Tab Setting.
7) Fix bug in my work place activity tab date range.
22nd August 2005 - TopSales version 4.60 released
New features in Basic/Personal/Professional Edition
1) Add first name field in contact profile.
2)New option for first, last name, full name fields entry in system
settings.
3) Contact profile window size and position are now saved when close.
The window size and position will be used the next time user open it.
4) Company profile window size and position are now saved when close.
The window size and position will be used the next time user open it.
New features in Personal/Professional Edition
1) New function: My work place. My work place
shows special interest group contacts, birthday, to do list and user
current activities. To customize my work place, go to Tools > User
preferences.
2) User preferences add options for my work place function.
New features in Professional Edition
1) Stock card report add amount, source and
location description
2) Stock status and value report add option for first in first out
costing
3) All sales reports add option for user definable report title
4) Quotation add option to print sales person job title and blank line
5) System user function add option to set all security record to no when
creating new user.
6) Improve user security list contract function.
7) Quotation function add option to auto calculate item amount.
8) New report: Sales analysis by customer detail. Access from Reports >
Sales Analysis
22nd July 2005 - TopSales version 4.55 released
New features in Basic/Personal/Professional Edition
1) New user setting for contact profile view
set. Access from Tools > User Preferences.
2) Contact profile list add option for customize column selection. Go to
Tools > User Preferences to setting the columns to be displayed.
3) When using customize column contact profile list, its columns width
will be saved when list window is close.
4) New function: Setup state records. Access from File > Setup menu. Use
this function to quickly create state records without user data entry.
State records for United States, Malaysia and Australia are available.
New features in Professional Edition
1) Add option to export purged user activity log
to comma separated value file
2) Activity Alarm Setting change description to User Preferences.
3) Sales by value report add total number of customers field.
4) Sales by customer summary report add total number of customers field.
5) Sales by product/customer transacted price report add export excel
option
6) New feature: to-do list. Access from Tasks > To do.
7) New report: To do list. Access from Reports > Activities.
8) sales order recalculate balance function add option to recalculate a
single sales order
22nd June 2005 - TopSales version 4.50 released
New features in Basic/Personal/Professional Edition
1) User security control now available for
network version of topsales basic and personal edition.
2) All contact reports for range selection method add new criteria to
select record entered by a particular user.
3) Contact list view for range selection method add new criteria to
select record entered by a particular user.
4) Contact custom view for range selection method add new criteria to
select record entered by a particular user.
New features in Professional Edition
1) User activity log window add display of
number of records.
2) User security list add User button to show all users status for a
particular function
3) System user add duplicate user record function. Use this function to
create a new user who security setting is similar to a current user.
4) User security setting tree list add expand and contract function.
Expand function will expand the tree list. While contract function will
contract the tree list.
5) Move inventory, sales and purchase system options from system
settings function to Inventory/Sales/Purchase System Setting function.
6) New option to set sales order item list color. Access from Tools >
Inventory/Sales/Purchase System Setting.
7) Sales order by vendor/customer report add option to export to MS
Excel
8) New function: Contact profile user flags chart. Access from Tasks >
Analysis menu.
22nd May 2005 - TopSales version 4.45 released
New features in Basic/Personal/Professional Edition
1) Mail message add view record function.
Administrator can assign view function for user that can view but not
authorize to modify record.
2) Contact profile list add view record function. Administrator can
assign view function for user that can view but not authorize to modify
record.
3) Company profile list add view record function. Administrator can
assign view function for user that can view but not authorize to modify
record.
4) Contact profile record tab add time record created and by whom.
5) Contact view field selection add record entered by and time entered
fields.
6) CSV text file import for contact record add import of user define
fields.
New feature in Personal/Professional Edition
1) New calendar: Day calendar- 12 hours/ 2
columns format. Print from Reports > Activities.
2) New calendar: Day calendar- 9 hours/ 2 columns landscape format.
Print from Reports > Activities.
New features in Professional Edition
1) New function: Customer invoice add duplicate
invoice record function.
2) Improve Sales order browse list. Those not fully deliver sales orders
will be shown in red color.
3) Improve sales order item list. Item ordered with zero quantity to
deliver will be shown in red. Item ordered that is partial delivered and
with non zero quantity to deliver will be shown in purple. Item ordered
that is not deliver and with quantity to deliver equal quantity ordered
will be shown in green.
4) Sales order transaction report add option to exclude fully delivered
items.
5) Sales order form add option to exclude fully delivered items.
6) Sales order recalculate function add option for sales order with 2 or
more same items, check same price item when referencing delivery
order items
7) New feature: User system activity log. Activity log will record user
login and logout date and time. It will also record the date and time of
a function accessed by user. To access the log, go to Tools > User
System Activity Log.
8) New function: Purge user system activity log. Access from File >
Purge menu.
9) Customer ageing detail report add age columns and selection by over
due days.
22nd April 2005 - TopSales version 4.40 released
New features in Basic/Personal/Professional Edition
1) Fix bug in contact list view field display sequence.
2) New function: Change password. User can use this function to change
their ID password. Function is access from Tools menu.
New feature in Personal/Professional Edition
1) New report: Day calendar. Access from Reports > Activities menu.
New features in Professional Edition
1) Stock value report add option to include zero balance stock
2) Purchase order entry add checking on vendor account. Only account mark as vendor is allow entry.
3) Quotation, invoice and sales order entry add checking on customer account.
Only account mark as customer is allow entry.
4) Bank reconciliation function add select and clear all items button.
5) Customer receipt form add account code field
6) New function: User security setting. Function is access from Tools> System user. System administrator can define each user security setting. Example: Administrator
can set that a user cannot delete a contact profile record.
22nd March 2005 - TopSales version 4.35 released
New features in Basic/Personal/Professional Edition
1) New feature: Add user access control in email account function.
- User can only set default to email account created by the user.
- User cannot change or delete other user email account.
- User with administrator privileges can delete an email account but cannot edit.
- Email account list will only shows email account created by the user except
user who are administrator.
2) Contact list view add history tab. History tab will shows a contact activities
records, emails broadcasted, quick letters faxed and marketing plan actions.
3) Sales person record entry add email field
4) Mail message function add filter tab. User can use filter method to search for
messages by name.
New features in Personal/Professional Edition
1) Improve fax resize method for better quality fax output.
2) Activities by contact view add quick letter faxed tab page. The tab page
will list quick letter that faxed using the mailing list.
3) Activities by contact view add history tab page. History tab will shows a contact activities records,
emails broadcasted, quick letters faxed and marketing plan actions.
4) Improve import contact data within topsales system, add import of company name field.
5) New in inventory control - add 6 more inventory transaction types:
Sample, sample return, rental, rental return, return merchandise authorization
(RMA) inwards, RMA outwards
6) New function: Quotation to customer.
22nd February 2005 - TopSales version 4.30 released
New features in Basic/Personal/Professional Edition
1) Customer record entry screen add VAT/Sales tax number field
2) User company detail add VAT/Sales tax number field
New features in Personal/Professional Edition
1) Stock value report add option to exclude negative value stock balance
2) Stock status and value report add option to exclude negative value stock balance
3) Product group status and value report add option to exclude negative value stock balance
4) Invoice form form add VAT/Sales tax number field
5) Sales order form add VAT/Sales tax number field
6) Purchase order form add VAT/Sales tax number field
7) Delivery note form add VAT/Sales tax number field
8) New function in tools menu: Fax setting. This function allows user to define fax
settings
9) New function: Mass fax quick letter using mailing list. Access from Tasks > Mailing List
22nd January 2005 - TopSales version 4.25 released
New features in Basic/Personal/Professional Edition
1) Product record lookup add filter tab.
2) Favorite internet web sites function add filter by description.
New features in Personal/Professional Edition
1) Document links menu items move to documents center menu
2) New function: Quick Letters. Access from Tasks > Documents Center.
Use quick letters for short letters, memos or faxes to contacts. Using
mailing list, user can perform mail merge function. Useful for
users not using MS word. Future release include mass faxing feature
using quick letter.
3) New function: Mailing lists function add mail merge for quick letter.
4) Bank book report add option to print receipt transaction description with customer
account name
| Product History | |
| 2002 | 2004 |
| 2003 | |