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