Revision 15 is now available (21-9-2015)
Hovering the mouse over the menu icon will now open the pop-up menus.
The QR code for the Archie app can now be used.
The Planner of the Mobile version has been updated. The new Planner is not yet in use when editing an Activity.
Changing a Contact Person linked with a color created a K-group with the letter of the linked color.
It was possible to store an empty Fax/Phone/E-mail line.
If no ZIP Code had been entered, the program still searched for a matching city name.
"Pasting" into a ZIP Code field sometimes failed.
Creating a new Organization would sometimes fill B-groups automatically.
A Portal Control for Activities did not show "All" if no initials were entered.
A Portal Control for Activities did not always show the correct initials if they had been changed.
If the Protect+ module was active, it was possible to save a new Organization without one of the Protect B-groups.
Clicking on a Planner Portal control intended to show "all" initials would open an Activities overview of only one initial.
Revision 3 is available (13-3-2015)
Clicking on the three consecutive dots next to the History, Note, etc. lets you set which tabs may be displayed.
The cog icon in the Organization window (discussed in the information about build 34.0) has been replaced by three consecutive dots.
The three vertically positioned dashes that let you start the actions Edit, Delete, etc. are now displayed in blue.
The descriptions of any linked Phone/Fax/E-mail data are initially hidden behind a Contact Persons overview. This Contacts Overview (which is displayed next to the active Contact Person's data) can be temporarily hidden using the blue << symbol bottom right in the overview. Hiding the overview will uncover the descriptions of any linked Phone/Fax/E-mail data. Clicking on the blue >> symbol will redisplay the overview, once again hiding the Phone/Fax/E-mail descriptions.
The Contact Persons overview mentioned above is displayed against a blue background.
The overview with most recently accessed Organizations could contain relations that no longer exist.
The Sales Monitor was not always showing "Today" when it should.
A classic search could result in an error message if the name contained a " sign.
Changing the size of an Activities portal control did not work correctly.
The Sales overview displayed Suspects, Prospects, etc. together if a default tab had not been defined in Administration, Settings. In this case, the Suspects tab is now displayed.
The hint for a Planner control was not always displayed if the Portal page contained several Planner controls.
The hint for an Activities portal control could contain HTML.
An error would occur when archiving an Activity if the OAP configuration was empty.
Contact Person Correspondence was not always displayed.
The User-defined Fields now have a Print option.
The Portal takes the "alternative Proposals" into account.
Support for "default values" added to Multi-Purpose Fields.
When adding a new Contact Person to an Organization, it is now possible to use SmartSearch in order to link an existing Contact.
Contact person pass photos are displayed next to the Contact Persons overview in the Organization window. The icon top right above the pass photos lets the user switch between the grid and scroll views. Pass photos of Contact Persons that are "no longer active" are grayed out.
The Phone/Fax/E-mail/Web overview of the active Contact Persons now shows the descriptions.
The Contacts tab of the Contact Persons allows the user to call up an overview of the Contacts of this Organization.
Next to the opened Contact Person an overview of all the Contacts of the active Organization is displayed. This overview can be used to browse while keeping e.g. the Campaigns tab on the screen. The browse buttons have been removed.
The Contact Person gear icon lets the user set the information to be displayed when a Contact Person is opened: Activities, All Contact Persons or History.
"Related" is displayed on a tab.
The Sales Monitor gear icon lets the user set which Sales are to be displayed.
In an opened Activity the user no longer needs to select Edit before a Contact can be linked.
When adding/editing History or Notes options, undo/redo are now available.
The Cockpit sorting order is retained.
The "birthday" Portal control displays the pass photos of the Contact Persons whose birthday is today.
When editing the date of a Group Activity, the user can choose to have the Activities of all the involved parties displayed in the Planner being used.
In an Activity, selecting the phone icon next to a linked Contact Person will open a Phone/Fax/E-mail overview.
The Organization and Contact Person Connections now have Add and Delete options.
After selecting more initials in the Planner, choosing "add new activity" will create separate Activities for these users.
The camera icon next to the Contact Person allows a pass photo to be linked immediately.
On opening the overview of pictures linked as Attachments, the files are displayed as thumbnails.
Next to an opened Contact Person, the Organizations button is displayed if the Contact Person is linked with more than one Organization.
Activities with the duration "0" are no longer displayed in Planners.
In windows where several table values can be selected directly, such as B- or K-Groups or Types in the Cockpit, the check boxes have been removed.
The MPM hyperlink has been replaced with the MPM tab.
The Files hyperlink has been replaced with the Attachments tab.
B- and K-groups are displayed on the tabs.
Color Indications in grids are square.
Correspondence is displayed less wide in order to improve readability.
After adding a Portal control the Edit mode is selected automatically.
The Contact Person browse buttons have been removed. Browsing is possible using the Contact Persons overview next to an opened Contact Person.
The Route option opens a new browser tab.
It is no longer possible to add the Portal controls Yahoo Weather and Search Google.
On the Portal page a dash sign was inserted in front of the Initials in the link to Activities; this is no longer the case and the Initials are now displayed between ( ) brackets.
The icons have been changed.
Contact Persons only displays the linked pass photo.
The authorization to delete B- and K-Groups and/or Contacts was ignored.
A user with authorization 1 (view) could still add Organizations from the Search window. This action resulted in an error message.
A user with authorization 1 (view) received an error message when trying to open History or Notes.
A user with History Authorization 1 (add) was incorrectly able to edit/delete.
Opening a Portal page could result in an 404 error message.
The selection menu of the Sales Monitor portal control contained two empty options in addition to Suspects, Proposals, etc.
Adding an Activity from a Sales Line failed to link the Activity to the Sales in question.
In the Campaigns database overview of an Activity the scroll bar and the word "End" overlapped.
After a cancelled History addition, the added text returned when adding Hostpry to another Organization.
The dialog to enter a Group for the Activities overview incorrectly contained a Filter option.
Sales lines without a linked Activity provided no option to add a new Activity.
De Cockpit portal control ignored manually entered Initials.
Sales lines did not display all of the linked Activities (if any).
A user with the authorization to "view" a 1:1 Multi Purpose tab was still allowed to edit.
When the display language was set to French, the Turnover Status graph was not displayed.
An error message could ensue when opening certain invoices.
Rapidly clicking the Correspondence tab a number of times resulted in an error message if many lines were present.
Clicking on Route sometimes resulted in the "origin not set!" error message.
The "Related" overview sometimes failed to take the Protect+ B-Groups into account.
The "Show users with the same B-Groups" option as configured in Admin did not work (Protect+).
Initials added manually in the Planner Portal control were not displayed in capitals in the title bar.
Initials entered manually in the Sales Monitor portal control remained unused.
If Internet Explorer was used, magnifying a Portal control did not work properly.
Sorting has been improved in the General Activities overview.
A user without Sales/Cockpit authorization could still add a Sales Monitor/Cockpit portal control.
Adding a new Activity from the Planner did not work if the initials of more than one user had been selected in the Planner.
If the user did not enter any text when adding History, an empty History block was created.
It was not possible to set bookmarks for Activity Types when using Internet Explorer 11.
A Contact Person's Activities overview sometimes failed to display all activities.
It was not possible to clear an Initials field on a Multi Purpose tab.
The Initials overview of an Initials field on a Multi Purpose tab was not sorted alphabetically.
Rapidly changing the Initials in the Planner a number of times could render the Initials field inactive.
If Archie, Administration, Settings, Workflow had been set to log an Activity Type when adding History via an Activity, this setting was ignored by the Portal version.
An error message could occur when opening an Organization where the special Date field of the Contact Person contained a number that did not represent a date.
In various locations English translations of screen texts and actions have been added.
The Filter in the RSS Reader portal control did not work properly.
In spare fields the Read only option was ignored.
A user with General Authorization 1 was incorrectly able to archive/delete Activities.
If the "incl. e-mail" box was not checked in History, the Portal could sometimes display E-mail regardless.
The Time Selection screen in Activities did not always display correctly on an iPad after scrolling down too far in the date selection.
After selecting the Activity Date of an Activity, the Planner did not display any hints.
Linking an Activity to a different Organization record when a Contact Person was linked who belonged to the Organization record in question, would unlink this person.
The Location field (available if OAP module active) was not filled when a new activity was saved.
Logging in on devices running Windows 8.1 did not work.