TopSales Basic 6.94 - Changelog

What's new in TopSales Basic 6.88:

November 22nd, 2011

· All contact reports change lead source criteria to multiple selection. Use can now select multiple lead sources.
· Contact custom view function change lead source criteria to multiple selection. User can now select multiple lead sources.
· Contact analysis function change lead source criteria to multiple selection. User can now select multiple lead sources.
· Fix bug on toolbar position
· Contact list - HTML function add feature to show contact's twitter tweets. Example html file: WebContactTwitter1.htm

What's new in TopSales Basic 6.87:

October 23rd, 2011

· Improve company reports company id no and name selection criteria
· All company reports add selection by multiple companies that are not in id no sort order
· Company custom view function add selection by multiple companies that are not in id no sort order.
· Add spell checker to text format email message editor
· Add spell checker function button to HTML email message editor
· Add spell checker dictionary language selection to system setting

What's new in TopSales Basic 6.86:

September 22nd, 2011

· All company reports change category criteria to multiple selection. User can now select multiple categories.
· Company custom view function change category criteria to multiple selection. Use can now select multiple categories.
· All company reports change group criteria to multiple selection. User can now select multiple groups.
· Company custom view function change group criteria to multiple selection. User can now select multiple groups.
· PDF viewer add show toolbar and scrollbar option
· PDF viewer add shows PDF files only option

What's new in TopSales Basic 6.85:

August 22nd, 2011

· All contact reports change category criteria to multiple selection. Use can now select multiple categories.
· Contact custom view function change category criteria to multiple selection. Use can now select multiple categories.
· Contact analysis function change category criteria to multiple selection. Use can now select multiple categories.
· All contact reports change contact type criteria to multiple selection. Use can now select multiple contact types.
· Contact custom view function change contact type criteria to multiple selection. Use can now select multiple contact types.
· Contact analysis function change contact type criteria to multiple selection. Use can now select multiple contact types.

What's new in TopSales Basic 6.84:

July 22nd, 2011

· All company profile reports change state criteria to multiple section. Use can now select multiple states.
· Company custom view function change state criteria to multiple section. Use can now select multiple states.

What's new in TopSales Basic 6.83:

June 22nd, 2011

· All contact reports change state criteria to multiple selection. Use can now select multiple states.
· Contact custom view function change state criteria to multiple selection. Use can now select multiple states.
· Contact analysis function change state criteria to multiple selection. Use can now select multiple states.
· Customer account detail list add state criteria
· Customer account summary list add state criteria

What's new in TopSales Basic 6.81:

April 23rd, 2011

New features:
· Contact custom view function add contact Twitter lookup button. An internal web browser will shows latest contact twitter tweets
· Contact custom view function add twitter group tweets button. An internal web browser will shows latest contact twitter tweets for contact group. Tweets for the first 40 contacts in the group will be shown. If contact is assigned to more than 2 groups, system will prompt use the choose a group.

What's new in TopSales Basic 6.80:

March 22nd, 2011

· Contact custom view function add button for sending email based on contact email address.
· Contact custom view function add button for web link based on contact business web address.
· Contact custom view function add button for web link to facebook based on facebook username field.
· Contact custom view function add button for web link to twitter based on twitter username field.

What's new in TopSales Basic 6.79:

February 23rd, 2011

· Contact by relationship view function add contact Twitter lookup button. An internal web browser will shows latest contact twitter tweets
· Contact by relationship view function add twitter group tweets button. An internal web browser will shows latest contact twitter tweets for contact group. Tweets for the first 40 contacts in the group will be shown. If contact is assigned to more than 2 groups, system will prompt use the choose a group.

What's new in TopSales Basic 6.78:

January 24th, 2011

· Contact by relationship view function add contact Facebook lookup button.
· Contact by relationship view function add contact Twitter lookup button

What's new in TopSales Basic 6.77:

December 23rd, 2010

· View Contact inquiry function add twitter group tweets button. An internal web browser will shows latest contact twitter tweets for contact group. Tweets for the first 40 contacts in the group will be shown. If contact is assigned to more than 2 groups, system will prompt user to choose a group.

What's new in TopSales Basic 6.76:

December 23rd, 2010

· Contact list add twitter group tweets button. An internal web browser will shows latest contact twitter tweets for contact group. Tweets for the first 40 contacts in the group will be shown. If contact is assigned to more than 2 groups, system will prompt user to choose a group.
· Product summary list add default location criteria
· Product detail list add default location criteria
· Product selling price list add default location criteria
· Product summary list by description add default location criteria

What's new in TopSales Basic 6.75:

December 23rd, 2010

· User preference add option for number of latest twitter tweets to retrieve for member group
· Member group add group twitter tweets button. An internal web browser will shows latest contact twitter tweets in a group. Tweets for the first 40 contacts in the group will be shown.
· User preference add option for tabbed interface.
· New: Tabbed interface. A toolbar that keeps track of all active MDI windows in a tabbed format.

What's new in TopSales Basic 6.74:

September 22nd, 2010

· Member group function add contact Facebook lookup button.
· Member group function add contact Twitter lookup button.
· Member group add contact twitter tweets button. An internal web browser will shows latest contact twitter tweets.
· Contact list view function add contact twitter tweets button. An internal web browser will shows latest contact twitter tweets.
· Improve contact twitter tweets window: Twitter user profile image will be dislpayed. An input box for getting other user tweets is added.
· User preference add option for number of latest twitter tweets to retrieve
· My work place function add contact Facebook lookup button.
· My work place function add contact Twitter lookup button.
· My work place add contact twitter tweets button. An internal web browser will shows latest contact twitter tweets.

What's new in TopSales Basic 6.73:

September 22nd, 2010

· Product list filter function add product status criteria
· Contact list filter function add external system ID criteria
· Improve support for contact list user selected column setting.
· Improve support for contact list by category user selected column setting.
· Improve support for my work place user selected column setting.
· Contact by category function add contact Facebook lookup button.
· Contact by category function add contact Twitter lookup button.
· Contact list add contact twitter tweets button. An internal web browser will shows latest contact twitter tweets.

What's new in TopSales Basic 6.72:

September 22nd, 2010

· Contact profile add external system field ID. Example of external system id: club membership ID, social security number, student ID.
· Contact view function add send email button.
· Contact view function add contact web site lookup button.
· Contact view function add contact Facebook lookup button.
· Contact view function add contact Twitter lookup button.

What's new in TopSales Basic 6.71:

September 22nd, 2010

· User preference add menu style option. User can define menu style and color scheme
· Mass update contact record function add update broadcast email option
· Mass update contact record function add assign first name and last name to full name option
· HTML email message record add text version field. If text version is not blank, it will be included in the HTML email broadcast.
· Contact profile record add facebook username, twitter username fields
· Contact profile record add button for web link to facebook based on facebook username field
· Contact profile record add button for web link to twitter based on twitter username field
· Contact list add buttons for web link to facebook and twitter.
· Import contact text file function add assign first name and last name to full name option
· Import contact text file setting list add delete function.
· New: Export broadcast email message. Access from File > Export.
· New: Import broadcast email message. Access from File > Import.

What's new in TopSales Basic 6.70:

September 22nd, 2010

· Email server setting add send a test message function.
· Contacts analysis add sales area,sales lead totals and percentage
· Email merge tag add first name tag.
· Contact text file import add informal field
· Contact text file import change import rule on blank full name. New rule: If full name or first name or last name is not blank then record will be imported.
· Contacts text file import add function to save multiple settings.
· Expand task field text box in to do record window
· Auto default first user created email account.
· Mass delete contacts based on member group or contact type or contact category. Function access from Tasks > Contact Profiles > More > Mass Delete Contact.
· Mass update contact record from active to inactive based on group, type or category. Function access from Tasks > Contact profile > More
· Contact profile add broadcast email option. Option to use primary email or use all available email addresses.
· Broadcast email add use contact profile broadcast email setting.

What's new in TopSales Basic 6.69:

September 22nd, 2010

· New report: Contacts analysis - print total number of contacts by
· a) Gender
· b) Marital status
· c) Age
· d) City
· e) State
· f) Country
· g) job title

What's new in TopSales Basic 6.68:

September 22nd, 2010

· Improve support for Windows 7.
· Microsoft HTML component is no longer requires.
· Improve HTML editing function for email messages and knowledge base record

What's new in TopSales Basic 6.63:

November 3rd, 2009

· New features in Basic/Personal/Professional Edition
· 1) Window mobile contact viewer add send SMS function -
· 2) Contact list view add filter function

What's new in TopSales Basic 6.62:

November 3rd, 2009

· New features in Basic/Personal/Professional Editionion
· 1) To do list add sort option
· 2) Improvement on toolbar for external program. User can now create quick open folder, web address and document file.

What's new in TopSales Basic 6.61:

November 3rd, 2009

· New features in Basic/Personal/Professional Edition
· 1) Contact custom view add category code and type code column.
· 2) Contact custom column report add category code and type code column.
· 3) Window Mobile contact list viewer add category code and type code column.
· 4) Folder file list report add file name criteria

What's new in TopSales Basic 6.60:

November 3rd, 2009

· New features in Basic/Personal/Professional Edition
· 1) Improve Window Mobile contact list viewer detail tab browsing. Selected contact will be highlighted in main list.
· 2) Improve Window Mobile product list viewer detail tab browsing. Selected contact will be highlighted in main list.
· 3) Windows Mobile Contact viewer add phone call function
· 4) Windows Mobile Contact viewer add send email function
· 5) Windows Mobile Contact viewer add go to web function
· 6) Windows Mobile Contact viewer add option to set maximum number of main browse list columns. Generally, the less number of columns will improve data loading time. If you have a more powerful mobile phone CPU, you can set higher number of columns. Maximum limit is 30 columns

What's new in TopSales Basic 6.59:

November 3rd, 2009

· New features in Basic/Personal/Professional Edition
· 1) Show total number of selected fields in contact custom report selection criteria window.
· 2) Product list viewer for Windows Mobile phone add option to order column position
· 3) Product list viewer for Windows Mobile phone add column width setting.
· 4) New: Export contact list to Windows Mobile phone. User can export multiple contact list for different usage. User can also choose which fields to export. Contact list viewer for window mobile phone can be freely distributed. User can distribute their contact list to co-workers.
· 4) Customer account lookup function add filter tab page

What's new in TopSales Basic 6.58:

May 22nd, 2009

· New: All contact reports add option to select contact not in id no order or name order
· Contact view function add option to select contact not in id no order or name order
· Product list viewer for Windows Mobile phone add find function.
· Product list viewer for Windows Mobile phone add option to auto open product file.

What's new in TopSales Basic 6.57:

May 9th, 2009

· New: Generate product list for Windows Mobile. User can now view product list in Windows Mobile.

What's new in TopSales Basic 6.50:

October 15th, 2008

· Search duplicate contact function add button for edit contact record and for deleting contact record.
· View contact function add analysis tab page.
· View contact function add bar chart for contact activities.
· New report: Sales item detail report by account type
· New: Customer sales analysis inquiry. Access from View menu

What's new in TopSales Basic 6.14:

March 6th, 2007

· New: HTML message update window add mail merge tag button
· New: Customer account function add quick update of account status.
· Enhancement: Contact profile window General tab add telephone extension field next to telephone number field.
· Enhancement: When inserting a new contact, system will check if company address is not blank before prompt to copy company address to contact address.
· Fix bug in contact profile list inactive contact tab

What's new in TopSales Basic 5.10:

July 12th, 2006

· Search for contacts function add search for state, city, country and postal code.

What's new in TopSales Basic 5.0:

April 27th, 2006

· New: Navigation pane. This side toolbar will shows active Topsales users on a local area network and lets user define shortcut for frequently used functions. To customize navigation pane go to Tools > User Preferences. There is also a send message to users on a network in the navigation pane.
· Improve login process. System will now default to the last used database for quick login.
· New lookup record: Contact relationship. Access from Tasks > Control Codes
· New: Contact profile record add related contact tab page. User can use this feature to create
· relationship between contacts.
· Favorite websites list add date created column, by date created tab and by command tab