QuinataCRM Changelog

What's new in QuinataCRM 1.6

Jul 23, 2014
  • Added logging of changes to contacts: Names, Addresses, Email addresses, Phone numbers, Categories, Connections.
  • Changes to actions are now also logged (previous only new actions and changes to an action's status were logged).

New in QuinataCRM 1.5.14122.5238 (Jul 23, 2014)

  • Allow Windows log in to be overriden if the shift key is held down whilst opening the application.
  • Allow the number of contacts that can be entered to be limited.
  • Actions are not displayed correctly if the total number of actions for the selected date
  • range (for all contacts) exceeds 2000.
  • System crashes if the reports.xml file is invalid.
  • Log Off option is displayed if the user is logged in as a windows user on a system with a limited number of users.
  • If an Actions date range of 21/04/145 to 01/05/14 is selected actions on 02/05/14 are displayed.
  • Log changes to contact categories as activities.
  • Licence request was incorrect when a second MaxItems is in use.
  • State of Use Outlook for outgoing emails flag is not displayed on email settings form.
  • Unable to log in after a previous session was terminated by a Windows shut down.
  • If a contact is opened from the list of connections on another contact it always remains in front.

New in QuinataCRM 1.5.14099.5189 (Jul 23, 2014)

  • If the total number of contacts matching other criteria is more than 200 filtering by Account Manager did not return all the expected results.
  • The contact export now includes the employer's name as the company name where this is appropriate.
  • Include a menu option to define action types.
  • Allow selection of column order for lists
  • Column orders were not saved
  • Activity Log form list was not populated.
  • There is now a splash screen to discourage users from opening multiple copies of the system whilst waiting for something to happen.
  • If were any invalid userids no notes or no activity log items for a contact are displayed.
  • Handling of middle names caused an error if the last name starts with a prefix such as 'de', 'la','von', etc.
  • Display all phone numbers on action instance form.
  • Prevent a user opening multiple copies of the system.
  • Show contact name when adding or updating an action.
  • Database update did not work if the update script includes GO commands.
  • Allow a category to be specified when adding a new contact.
  • Prevent contacts being added to categories that have children.
  • Provide a tools bar for access to phone, notes, actions, etc. rather than menu options.
  • Cancelling the addition of an action did not delete any action instances that have been created, so reminders for these are still generated.
  • Show a count of the number of items displayed on the Actions form.
  • System crashed if an attempt was made to hide the last contact column on the contact browse form.
  • Contact Title and web site address were not displayed.
  • System crashed when deleting a category.

New in QuinataCRM 1.5.14072.5082 (Jul 23, 2014)

  • Allow search by role title when finding connected contacts.
  • Allow searching for contacts by account manager.
  • When updating a repeating action for a range of dates the range is not displayed on the form
  • Error when browsing notes
  • Category selections were not saved in the contact browse form.
  • Show employer name on actions form.
  • System creates employees with a incorrect role if employer role is not the first role in the database.
  • Today's Tasks renamed as Today's Actions.
  • Note type now defaults to the type previously used when adding a new note
  • It is now possible to add an action when entering an action note
  • Provides an explanation of colour coding on the contact browse form.
  • Overdue actions are now coloured pink on the actions tab as well as on the actions form.
  • Use the setting Relationship to Display for Existing Contact to determine the role to be used for employer relationships.
  • Entering a phone number of more than 20 characters caused an error.
  • Display of contacts was slow.
  • Activities were not listed if the total number of activities (for all contacts) exceeded 2000 for the selected date range.
  • If a change was made to contact browse selection criteria soon after the form was opened the change was actioned without the find button being clicked.
  • Deleted contacts appeared on the list of connections on the Contact form and on a contact browse list if they were selected by a connection.
  • No Action Status options appear.
  • Reminder time formats now use Windows Long date and time formats.
  • Action reminder time defaults to a fixed value rather than the current time.
  • Display contact details summary and optionally all notes on the Action Instance form.
  • Error adding an action when a note is added.
  • If the date of new action is changed after a note has been added the dates were not updated correctly.
  • An error was generated if a task reminder had no description.
  • User options form was not added to a user group.
  • The user form does not close after a new user has been added.
  • It was not possible to add more users than the number of simultaneous users allowed by the licence.
  • An action added for today does not appear on Today's Tasks.
  • Now shows the contact's employer (if any) on Today's Tasks.
  • Contact browse form does not update when the find button is clicked
  • Maximising a form causes all subsequent forms to be opened maximised
  • VAT rates are not calculated correctly if future changes are defined or if VAT rates for more than once country are defined.
  • Display phone number on the contact browse form.
  • Contact browse form does not update when changes are made.
  • The system now only checks that a contact has been added to at least one category when adding a contact rather than every time they are updated.
  • Settings are now saved separately for each instance of a form (e.g. for each contact).
  • If an attempt is made to open a second copy of a browse form (actions, documents, etc.) the orginal form is brought to the front rather than opening a second copy.
  • Allow a clients VAT registration status and VAT number to be recorded if the invoice feature is enabled
  • The function to get the current VAT rate fails if there is a future change of rate
  • The details of who a contact is linked to are not updated in the Contact form header until the form is re-opened
  • Raise a warning if a contact is added with no categories
  • When an individual contact is added the gender defaults to Unknown rather than Female
  • Unchecking "Use Outlook for outgoing email did not enable the server parameters until the form is reopened
  • Provide an option to send an email notification about reminders.
  • If an attempt is made to send an email with no from address the smtp user name is used as the from
  • address. An error occurs if this is not a valid email address.
  • If an address, email, phone, connection or category form is opened from the contacts form it will now stay on top of the contacts form.
  • An Invoice Item type can now be specified for each Invoice Item and a contact to be associated with the item.
  • Upgrades of the Email Collector service did not work.

New in QuinataCRM 1.4.13353.4825 (Jul 23, 2014)

  • Help file does not display when the system initially open after installation
  • Contact browser does not populate automatically when the form opens
  • SQL Server installation fails on a 64 bit system

New in QuinataCRM 1.4.13346.4805 (Jul 23, 2014)

  • Allow export of selected contact data to a csv file.
  • Installation now works on a domain controller.

New in QuinataCRM 1.4.13324.4724 (Jul 23, 2014)

  • improved performance of the contact browse form