Edit3-5-08
1. Fixed error where serve did not assign to proper area.
2. Fixed document upload size.
3. Fixed area maintenance ordering issue. Items now stay put.
4. Fixed Proof search. Used to stay grey.
5. Changed area in branch status to dropdown. Can now reassign to a new area.
6. Added zip codes into search data for area maint.
7. Added address dropdown in status updates on serve. Appends to the update.
8. Added the name of the proof to status update when printing and delivering. Example: Proof Of Summons Printed.
9. Added the folder name from document uploads to the status update. Example: Conforming Copy uploaded.
10. Fixed my orders on stage.
11. Fixed sales report save path.
Edit3-10-08
1. Fixed customer city from Covisana to Covina
2. Changed status update to NOT require the address on serves.
3. Fixed proof search to select the proof searched not jsut fill in the box.
4. Fixed lighbox proof search in Work order maint and Undelivered proofs.
5. When searching for proofs cleared the search box to start over.
6. Changed proof forms per instructions.
7. Made sure when you select a proof it saves to proofs undelivered.
8. Fixed bug where you could not select a different proof.
9. Fixed bug on invoice post where the GL codes were missing.
10. Fixed bug on Credit panels in ARI, CMM, and ORD.
11. Put in link to version history on the version page.
12. Added witness fees to the Serve close order tab.
13. Linked witness fees to proof codes.
14. Changed Proof printed status to be internal.
15. Changed text for status update when processing documents with the order.
16. Renamed text box in status update to Email current note.
17. Put sample in proof maint on how to line up addresses and documents.
18. Added affiliate type into Proofs.
19. Added export button into reports (inactive)
20. Added new fields ( Extended area and additional charge) to Vendor commissions. Made use of the new fields.
21. Fixed bug in My orders.
22. Made sure when orders assign and decline it cycles through "Assigned to"
23. Fixed sales report path
24. Added permisisons to limit by branch. Can also setup start screens in Profile and delete favorites.
25. Added ability to rename security groups.
26. Added successful test of permissioned CMM.
27. Added info panel in invoice print to notify that you cannot print multiple invoices to screen.
28. Added print and name columns to proofs undelivered.
29. Fixed bug in My orders wher ethe unassigned orders were not getting suggested.
30. Fixed formatting on email issues.
31. Added proof reprint. Need to talk about process.
32. Addressed speed in invoice print. 1 minute for 30 invoices.
33. Added branch permissions to process documents.
34. Added (still testing) credit memos.
35. Added additional fields into employees and affilaites.
Edit4-24-08
1. Assigned To bug fixed in Branch Status Board where job is assigned to non-default affiliate, accepted, and was not
retaining the accepted value.
2. Close Order totaling error fixed where calculator total was being calculated by price and not extended price.
3. Invoice Post- Avanced Fee and Advance fee not being totaled in Gross Total fixed. Added to Invoice Prints and Work
Order Maitenance, Invoice Print details page, Debit Memo and Credit Memos. Adjusted calculator in the Debit Memo
to add in the Advanced Fee and calculate. Fixed bug where Fee Charged was being saved incorrectly in the database.
4. Fixed the Invoice Post totals/calculator to reflect File, Serve, and Research totals as well as in Invoice Register print.
5. Finished Inactive and Active Customer Reports, added to menu under Reports
6. Finished Print/Email Log and added to menu under Utilities --> Print/Email Log. Includes print to pdf and excel.
7. Fixed Invoice Printing issue: Bottom of Invoice always displaying invoice number 34243 instead of actual invoice number.
8. Fixed Invoice Printing issue: Billing date in Invoice Reprint showing date of print instead of Billing Date.
9. Fixed Invoice Printing issue: The remit to address is not complete, is missing the city, state, zipcode.
10. Fixed work order maintenance to show proper quantities of order items (was only showing in completed invoices details, but not for completed orders in work order maint)
11. Fixed $29.99 Fee Charged to default at zero if no amount is entered for Advanced Fee.
12. Fixed next/prev buttons in new order in serve.
13. Fixed issue with order statuses becoming incorrect when Email Conformed Copies status is chosen, and Documents are processed for the order.
14. Print Conformed copies were not showing.
15. Customer portal had error screen when looking at an order in archives.
16. Added branch permissions to Billing/Invoices section, must select Branch User for employee to see only their branch's orders.
17. Fixed index out of range error in Incoming orders on 4/10/2008 in Branch Status board.
18. Proof Changes.
Edit5-10-08
1. Changed orders and invoices to use Crystal Reports
2. Changed WAP pages to allow logging in without ? mark. http://wap.domain.com/userid.aspx
3. Added Aging report.
Edit7-25-08
1. Logo on work order and invoice is dynamic from logo upload in company maintenance.
2. Invoice print has been adjusted to be more stable.
3. Added in ability to email invocies to customers using 2 methods. 1. In CMM set the default on how a customer will receive their invoices (forms tab). If you choose email they will get them to the credit email address in CMM. 2. In invoice print selecting one at a time, print to the email printer. A dialog box will popup for the email address and subject. In both cases a pdf of the invoice will send.
4. Same ability has been added in invoice reprint.
5. Fixed Proof creation in multiple companies.
6. Fixed Cash receipt print and reprint in multiple companies.
7. Adjusted sales numbers on front page to remove Fees Advanced.
8. Added licensing to control the number of users.
9. Removed Branch from emailers. Was no longer used.
10. Invoice register reprint was adjusted to not list all companies.
11. Emailers in multiple companies were fixed.
12. Text on after hours lightbox is now dynamic per the company setup.
13. Text on the work order billing area is now dynamic per company setup.
14. Dropdown for document types is now company dependent.
15. Aging report was adjusted to be company dependent.
16. Upload docs now works in mupltiple companies.
17. Printers maint now works in multiple companies.
18. Set seed numbers for customers, orders, etc for multiple companies.
19. Added auto bill merchant account information into Company setup. This is required to autobill your invoices.
20. Added ability to set customers for autobill. Once sent in CMM, billing tab the customers credit card will be billed during the invoice post process. It will automatically post a payment into cash receipts. This payment still needs to be posted.
21. Updated help section with how to's on how to place orders, close orders, bill orders.
22. Fixed time zone issue.
23. Fixed add attorney and add contact on the fly for multiple companies.
24. Fixed calendar format for Global Notes.
25. Added Licensing page to view active licenses and request more.
26. Added coming soon pages to quotes and customer history.