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cpTracker
Professional (v2)
Release Notes
(March 8, 2004)
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This
version does convert several files so be sure and backup your
database before installing the update!
This
update requires a new registration with the product name of
"cpTracker Pro". Users of previous versions will
need to pay a small upgrade fee of
$10.00 to get the new version.
Database
Changes:
Contact
Record changes:
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Contact Name expanded from 20 to 25
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First Name added (10)
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Last Name added (15)
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Courtesy Title added (Mr. & Ms.)
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Three new user amount fields (Misc tab) added
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Site ID added (10). Use for user defined contact ID.
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Company Name expanded from 40 to 60
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Contact
Name Key, Company Name Key and Site ID Keys now allow blank
values. This was causing records to be filtered on the contact
browse when the field was blank and the sort column was
the field.
Internal
Contact Record changes
(renamed from Other Contacts - these are related
to the parent contact record)
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Contact Name expanded from 20 to 25
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Other Phone expanded from 15 to 20
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Internet Address expanded from 50 to 100
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First
Name
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Last Name
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Courtesy Title
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Address, Address 2, City, State , Zip, Country
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Last Contact (date)
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Next Contact (date)
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Action
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Key Contact (checkbox)
Contact Log record changes:
Customer Product record changes:
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Project Name field now allows duplicates.
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Sequence Field added (to sort by to put projects in a specific
order)
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Project Name field expanded from 20 to 40.
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Description field expanded from 40 to 71
Global User Interface Changes
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Text added to the vast majority of the buttons for improved
ease of use, especially for new users.
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VCR
controls added to most record browses (lower left of browse
box)
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User
Definable Wallpaper option added to Options >> Misc
(tab). Select a GIF or JPG file and specify tiled or centered.
Display your favorite wallpaper and pictures.
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New
Default User option. First add the user to the Project
Participany file and then go to Tools >> Options
>> Defaults and select the user from the drop list.
All Entered By, Assigned To and Project Manager fields
will default to this user as records are added. A real
time saver!
Contact
Management Enhancements and Changes:
Contact
Browse:
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Column order has been changed. Order is now Contact Name,
First Name, Last Name, Company Name, Site ID, Type, etc.
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New
Locate entry field. Is applicable to the sort column (displayed
in red). Enter the search value and press the Tab key to
locate the closest match.
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New
Label printing option. Use the Query Wizard (Search button)
to display specific contacts, select all or specific records
to print labels for and then select the Labels button. You
can then select a label type to print. You can make changes
to existing label formats (margins, widths, heights, fonts,
etc.) or add new labels.Contact
Log and Project Log browses have been removed.
-
First
Name, Last Name, Courtesy Title and Site ID fields added.
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Three user definable amount fields added to the Misc. tab.
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Other Contacts tab renamed to Internal Contacts. Internal
Contact Notes is displayed. Internal contact update has
had many new fields added, most of the fields that are on
the primary contact record.
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Contact Log: Assigned To and Type/Action columns added
New Contact Log option (shows
all log records regardless of parent contact)
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Use
as helpdesk, tracking contact todos, recording actions taken,
etc.
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Contacts >> Contact Log. Use the Query Wizard (Search
button) to show specific records, for example: Select Assigned
To, Select Entered By, Select Contact, Select Type/Action.
Create queries for each user so they can keep the query
in effect so they only see items assigned to them. Closed
items are filtered by default. Select the "Included
Closed" button (top right) to include closed items
(has a Completed date). Only closed items for the query
in effect will be displayed.
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Use queries to show items due or past due.
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Sort by column header.
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Email the record with all details or just the note.
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Right-click on the browse for the following options:
Add, Change, Delete, Copy and Edit, Mark Completed, Print,
Email, Report Wizard, Search and Show All.
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Select the "Mark Completed" button from the browse
or update windows to mark the item as completed. This sets
the Completed date to the current date, the Status to Completed
and the % Complete to 100.
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New Internal Contacts option (shows all internal contact
records regardless of parent contact, great for when you
need to lookup a contact by name and not company). Go to
Contacts >> Internal Contacts.
Project
Management Changes and Enhancements:
Project
Browse window:
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Sequence Number column (1st) added to both the Project and
child task browses.
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Task browse can now be sorted by any column.
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Projects can now be copied via the new "Copy &
Edit" button. This basically means that you can now
create project templates! This is a great new feature for
repetitive projects. Add a record to the Project Participants
file and call it "Project Templates".
When you create a project template, set the Project Manager
to Project Templates. You can then distinguish between regular
projects and project templates. Just create a query called
"Project Templates" and select the Project Templates
project manager. Copy & Edit as necessary.
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Put
the tasks in the right work order via the new Sequence number
field. Put them in increments of 10 so there's room to add
more on an as needed basis. A future enhancement will allow
you to set the sequence via up/down arrow buttons which
will move the tasks up/down the list.
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Closed tasks and projects are filtered by default. Select
the "Show Closed Projects" and "Show Closed
Tasks" buttons to show the closed records. They are
shown in a light gray color.
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The task browse has been moved from a separate tab to the
main project tab (like an invoice header/detail setup).
The project Long Description has been moved to the Notes
tab.
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Closed tasks are filtered by default. Select the "Show
Closed" button to show the closed tasks. They are shown
in a light gray color.
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Select the "Copy & Edit" button to copy a
task.
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The "Statistics" section has been moved to a new
"Statistics" tab.
Task Management Changes and Enhancements
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New
"Close Task" button and right-click menu option.
This will close the task and filter it from the browse (unless
the "Include Closed" button is in effect).
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The
Close Task button on the Task update is now a checkbox.
When checked it will display "Task Closed" in
red. This will make it less confusing as to whether or not
the task is closed. This box being checked is what causes
the task to be filtered from task browses. It will set the
Status to Closed and set the Completed date equal to the
current date. You can set the completed date and the status
to completed if you are not yet ready to filter the task.
For example you may want to see or print all of a project's
completed tasks and when they were completed but do not
yet want them filtered from view.
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New Sequence number field added. Use to put tasks in a specific
order by then sorting the task browse and reports by sequence.
New Custom Report Builder! (Reports >> Custom Report
Builder)
Custom
reports can now be created for the following files:
Contacts,
Customer Products, Projects, Tasks and Ideas.
We've
included a few to get you started. Change and/or copy as necessary.
Report
Builder tutorial on the Help menu.
Report
Builder Detailed Feature Listing
New application logo, icon and splash screen. New graphics
from www.epsilonconcepts.com
Optional security: Setup >> Security. More on this later....
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