Product History 2006
December 22, 2006 - TopSales version 6.10 released
New: Search Ebay and Amazon at the same.
New features in Basic/Personal/Professional Edition
1) Contact profile list add order by company name tab.
2) Company profiles (Tasks > Company profiles) function add web search
button. When web search button is pressed, company name will be auto
filled into google search text box.
Company address will be auto filled into MapQuest search box.
3) Company profiles record add contacts tab. Contacts tab will lists
contacts link to a company.
4) Company list view (View > Company list) function add web search
button. When web search button is pressed, company name will be auto
filled into google search text box. Company address will be auto filled
into MapQuest search box.
5) New program: Ceeksoft Office Utilities. Program file name is
csoffice.exe. User who are upgrading from previous version can create a
shortcut to this program file.
6) Move folder file list report to Ceeksoft Office Utilities program.
7) Move import Outlook contacts and import Outlook message to Ceeksoft
Office Utilities program.
8) New feature in Office Utilities: Synchronize topsales and outlook
contact data. Access function from File>Import menu.
9) New feature in Office Utilities: Export Outlook categories list to
Excel. Access function from File>Export menu.
10) New feature in Office Utilities: Export folder file list Excel.
Access function from File>Export menu.
11) New feature in Office Utilities: Export Internet Explorer favorites
to HTML file. Access function from File>Export menu.
12) New feature in Office Utilities: PDF viewer. PDF viewer allows quick
view of pdf files. Access function from Utilities menu.
13) New feature in Office Utilities: Media viewer. PDF viewer allows
quick view of common image, audio and video files. Access function from
Utilities menu.
14) Web browser add option to open web address using external web
browser.
New features in Personal/Professional Edition
1) New: Monthly calendar report. Access from Reports > Activities.
2) Contact profile window add activities history tab.
3) Company profile window add activities history tab.
November 22, 2006 - TopSales version 6.08 released
New features in Basic/Personal/Professional Edition
1) Bookmark record add content rank, google rank,
advertising potential rank.
2) Bookmark by group and category list record add content rank, google
rank, advertising potential rank column
3) Bookmark record add visit schedule. User can schedule visits to web
site. Useful for online advertiser to research advertising potential or
effectiveness.
4) Contact list view (View > Contact list) function add web search
button. When web search button is pressed, contact name, company name
will be auto filled into google search text box. Contact address will be
auto filled into MapQuest search box.
5) Contact list view (View > Contact list) function add field text tab,
user can copy and paste field text into web search text box.
6) Contact profiles (Tasks > Contact profiles) function add web search
button. When web search button is pressed, contact name, company name
will be auto filled into google search text box. Contact address will be
auto filled into MapQuest search box.
New features in Personal/Professional Edition
1) My work place (Tasks > my work place) function
add web search button. When web search button is pressed, contact name,
company name will be auto filled into google search text box. Contact
address will be auto filled into MapQuest search box.
November 4, 2006
22nd October 2006 - TopSales version 6.06 released
New features in Basic/Personal/Professional Edition
1) Add remember password option in user preferences (Tools>User
Preferences).
User can use this feature for quick login. Reminder: If you are sharing
this PC with another user, it is not recommended to use this feature.
2) Contact list (View>Contact List) function add picture tab. Picture
tab shows contact picture that is link to the contact profile.
3) Internet favorites function is renamed Bookmarks Manager to reflect
new features added.
4) Bookmark record add last visit date and number of visit field.
5) New function: Web browser. Access from Tasks > Bookmark Manager.
Using web browser to visit a site, the last visit date and number of
visits will be updated to the bookmark record. Future version will add
the ability to schedule a visit to a site.
New features in Personal/Professional Edition
1) New: Send invoice to MS Word. Access from Tasks > Sales > Customer
Invoice > Print.
2) New: Send purchase order to MS Word. Access from Tasks > Sales >
Purchase Order > Print.
3) Quotation record to MS word process add total amount row.
4) Sales analysis by customer/product month add option to exclude
quantity column
5) Sales analysis by product/customer month add option to exclude
quantity column
6) New: Generate cash sale from quotation. Access from Tasks > Sales >
Quotations
7) New: Generate cash sale from sales order. Access from Tasks > Sales >
Sales Orders
8) Purchase order list add delivery date column
9) Delivery note record add items sent check box. User can use the check
box to mark whether a delivery note has been sent.
10) Inventory setting add color code setting for items not send delivery
note record.
11) Delivery note list add color code setting for items not send.
12) My work place function add contact picture in notes tab.
13) New: Folder files list. Access from Reports > Document Center >
Folder Files List.
Folder files list shows files in a selected folder.
14) Fix bug in document links function MS office files tab for file with
upper case extension
15) Document links function add Quick Add button. User can use Quick Add
to quickly add multiple files for document links.
16) Document links by contacts function add Quick Add button. User can
use Quick Add to quickly add multiple files for document links.
17) Document links by company function add Quick Add button. User can
use Quick Add to quickly add multiple files for document links.
18) Add file type filter to my work place document links function.
Example: User can choose to list only MS Office files related to a
contact.
22nd September 2006 - TopSales version 6.04 released
New features in Basic/Personal/Professional Edition
1) New function: Sales team. Access from Tasks>Sales>Sales Teams.
User can use sales team
to group sales persons into teams for sales analysis.
2) Sales person record add address, telephone, fax, sales team and notes
field.
User can use sales team field to group related sales person. Sales team
can also be used
for third party reseller or sales agent.
New features in Personal/Professional Edition
1) Company list add history. History tab shows all contact activities
related to a company.
2) Sales analysis reports add sales team selection criteria
3) New: Send quotation to MS Word. Access from Tasks > Sales >
Quotations > Print
4) New: Send sales opportunity record to MS Word. Access from Tasks >
Sales Opportunity> Opportunity List
5) Document link list add tab pages for MS Office, Word, Excel and
Powerpoint files
22nd August 2006 - TopSales version 6.02 released
New features in Basic/Personal/Professional Edition
1) Broadcast email add birthday option. User can use this feature to
send birthday greetings to contacts on a given birth date.
2) Product list add duplicate function
3) To do list add greenbar effect for improve readability
4) Contact list view add greenbar effect for improve readability
5) Company list view add greenbar effect for improve readability
6) Company list view add contacts tab page.
7) Contacts By Company view function is removed. User can use Company
list view function to view contacts under a company.
New features in Personal/Professional Edition
1) Knowledgebase list add greenbar effect for improve readability
2) Sales opportunity analysis add 8 types of bar and pie charts
3) Customer account activity view add export to MS Excel
22nd July 2006 - TopSales version 6.00 released
Please note that Topsales version 6.00 operating system minimum requirement is Windows XP, Windows 2003 or above.
New features in Basic/Personal/Professional Edition
1) System Settings add option to set contact profile picture folder.
Rule use in searching picture file is first use the full path name in
picture file name field in contact profile. If picture file is not
found, system will then use the picture folder defined in system setting to search
for the picture file.
2) User preference add green bar effect option setting. Access from
Tools > User Preferences > Browse list. User can set green bar effect
for contact profile and company profile lists. Green bar effect will
improve readability.
New features in Personal/Professional Edition
1) Customer list add criteria for date opened, date rejected, date
blacklisted, date closed and date inactive.
2) Stock card inquiry add unit column
3) Contact analysis window add chart tab. 14 new charts are available:
- User flag - true values bar chart
- User flag - false value bar chart
- Sales areas bar chart
- Sales leads bar chart
- Business cities bar chart
- Business states bar chart
- Business countries bar chart
- User flag - true values pie chart
- User flag - false value pie chart
- Sales areas pie chart
- Sales leads pie chart
- Business cities pie chart
- Business states pie chart
- Business countries pie chart
22nd June 2006 - TopSales version 5.10 released
New features in Basic/Personal/Professional Edition
1) Search for contacts function add search for state, city, country
and postal code.
New features in Personal/Professional Edition
1) Customer ageing details report add export to MS Excel
2) Customer balance summary report add export to MS Excel
3) Customer account activity function add record details tab page
4) My work place function add refresh criteria for state, city, country
and postal code.
5) Stock value report add option to include inactive product
6) Stock value by group report add option to include inactive product
7) Change opportunity pipeline function button name to analysis,
reflecting new features added
8) New: Opportunity Alert tab page in opportunity analysis
9) New: Opportunity estimated close date sales tab page in opportunity
analysis
10) New: Add lock and unlock record for customer invoice. Once invoice
is locked, only authorized user can unlock to edit record
11) New: Add lock and unlock record for customer receipt. Once receipt
is locked, only authorized user can unlock to edit record
12) New: Add lock and unlock record for bank book. Once bank book record
is locked, only authorized user can unlock to edit record
13) New: Add view feature for bank book to view record that has been
locked.
14) New: Add view feature for customer receipt to view record that has
been locked.
22nd May 2006 - TopSales version 5.05 released
New features in Basic/Personal/Professional Edition
1) User shortcut customization add move
up and down button.
2) Contact By Category/Type add relationship tab page. Relationship tab
will lists contacts that have been defined with relationship
3) Add save to text function in report previewer. Note that some report
formatting feature will be lost when converted to text
4) New: User define menu item description. Example: User can change it
from English description to the desire local language. To define the
menu item description, go to Options > User Preferences. User who wish
to contribute to Topsales user community by translating to their local
language can email the language text file to
support@ceeksoft.com. We will
add the language text file into the installation package.
New features in Personal/Professional Edition
1) New function: Save report to archive
in report previewer. User can save report to archive for later printing
or preview. To preview report archive, go to File > Reports Archive
2) New: Customer record entry add credit term code and collection
commission code field.
3) Customer ageing detail report add credit term code field.
4) New: Credit term code list. Access from Tasks > Sales menu.
5) New: Collection commission code list. Access from Tasks > Sales menu.
6) New: Collection by salesperson report. Access from Reports > Bank
menu.
7) My work place add copy button to copy selected contact data to
clipboard.
8) Invoice entry window add credit term code lookup button.
9) Invoice entry window add collection commission code. Collection code
is use for computation of salesperson commission. Commission is based on
invoice amount collected within period specified.
10) Activity record add percentage completed, date completed, alarm
date, alarm time, mileage and billing information fields.
22nd April 2006 - TopSales version 5.00 released
New features in Basic/Personal/Professional Edition
1) New: Navigation pane. This side toolbar will shows active Topsales
users on a local area network and lets user define shortcut for
frequently used functions. To customize navigation pane go to Tools >
User Preferences. There is also a send message to users on a network in
the navigation pane.
2) Improve login process. System will now default to the last used
database for quick login.
3) New lookup record: Contact relationship. Access from Tasks > Control
Codes
4) New: Contact profile record add related contact tab page. User can
use this feature to create
relationship between contacts.
5) Favorite websites list add date created column, by
date created tab and by command tab.
New features in Personal/Professional Edition
1) Opportunity record entry window add team member list, document link,
contact list and competitor list.
2) New report: Opportunities by name. Access from Reports >
Opportunities
3) New report: Opportunities by contact. Access from Reports >
Opportunities
4) Stock card inquiry add export to MS Excel function.
5) New: Quotation by customer view. Access from View menu.
22nd March 2006 - TopSales version 4.95 released
New features in Basic/Personal/Professional Edition
1) Contact profile user field string
type lookup window use field label instead of field number for improve
readability.
2) New feature: Company profile list user customizable columns. To
define the columns go to Tools > User Preferences.
3) Contact profile record add secondary company link. User can link
multiple companies to a contact.
4) Add option to hide company tab in contact profile entry window in
system setting.
5) Company profile entry record merge data1 to data4 tab into data 1 & 2
tab
6) contacts by company view add secondary company contacts
New features in Personal/Professional Edition
1) Export to company
profile to excel add notes field.
2) Improve my work place refresh criteria. User can choose special
interest group contacts selection criteria.
3) New function: Opportunity process. Access from Tasks > Opportunity
Manager menu.
4) New function: Opportunity stage. Access from Tasks > Opportunity
Manager menu.
5) New function: Opportunity List. Access from Tasks > Opportunity
Manager menu.
6) Bank book report add option to print payee in description column
7) Delivery note item entry window add price history lookup button.
8) Invoice item entry window add price history lookup button.
9) Sales order item entry window add price history lookup button.
10) Purchase order item entry window add price history lookup button.
11) Quotation item entry window add price history lookup button.
12) Customer price history view add date selection criteria.
13) Activity record add link to sales opportunity.
22nd February 2006 - TopSales version 4.90 released
New features in Basic/Personal/Professional Edition
1) Report pre-viewer add option to
print report and remain in pre-viewer.
2) Customer record add date account opened, date inactive, date closed
and date blacklisted.
3) Product record entry window add taxable field. Use this field to
indicate whether a product is taxable.
4) Product summary report add taxable field.
5) Product details report add taxable field.
6) Customer record entry window add tax code field. Tax code field in
customer record will be used to fill the tax code field in a new invoice
record.
7) Contact profile record add option to hide details tab, data1 tab,
data2 tab, user tab1 , user tab2. To set the option, go to Tools >
System settings > Contact Profile
8) Reorganize company profile entry screen. Phone and email tabs are
merged into Phone/Email tab.
9) Company profile entry screen add document links list. User can use
Add file button to add a document link. Document links record can also
be accessed from Tasks > Document Center > Document Links.
New features in Personal/Professional Edition
1) Add security control for update of
customer record account status, credit limit and credit term fields. In
multi users operation, system administrator can control who can update
account status and credit details.
2) New function: tax code list. Access from Tasks > Sales menu. Tax code
will be used in invoice tax computation. Multiple taxes is now allowed.
Example: You have 3 taxes: National sales tax, state sales tax and city
tax.
3) Invoice record entry window add discount, shipping charges and tax
code field. User can choose single tax rate or consolidated tax rate.
4) Invoice item entry window add taxable item check box. To calculate
tax for this item sold, check the taxable check box.
5) Sales setting add auto calculate tax option and option to compute tax
for shipping charges.
6) Add control for delivery note inventory record entry . Only customer
account is allow.
7) Add control for goods received note inventory record entry. Only
vendor account is allow.
8) New report: Sales summary 2. Access from Reports > Sales.
9) New report: Tax details. Access from Reports > Tax > tax details.
10) New report: Tax summary. Access from Reports > Tax > tax summary.
22nd January 2006 - TopSales version 4.85 released
New features in Basic/Personal/Professional Edition
1) Add block move feature for personal
mailbox in folder view
2) Add multiple items delete for personal mailbox in folder view
3) Personal mailbox add search function.
4) Products function add by vendor code tab
5) Reorganize contact entry screen. Data 1 to 4 tab has been regroup
into Data1 and 2.
Phone and email tabs are merged into Phone/Email tab.
6) Contact profile entry screen add office location field.
7) Contact profile entry screen add contact group list. User can use Add
group button to set a contact to a group
8) Contact profile entry screen add option to insert contact picture. To
remove picture, right click on picture, a popup menu will appears,
choose remove picture item. Picture file name field is in System tab.
9) Contact profile entry screen add document links list. User can use
Add file button add a document link. Document links record can also be
accessed from Tasks > Document Center > Document Links.
New features in Personal/Professional Edition
1) Customer activity report add
printing of check number for receipt
2) My work place add quick insert for document links
3) New function: Recurring template for invoice and debit note
| Product History | |
| 2002 | 2004 |
| 2003 | 2005 |