What's new in CMS CRM 3.07.000
Feb 3, 2011
- Updates for Windows Vista and Windows 7 Compatibility.
New in CMS CRM 3.06.001 (Sep 20, 2010)
- Help files upgraded to HTML help
- Automatic upgrade notification added (checks GPP Software website for latest version)
New in CMS CRM 3.05.000 (Sep 20, 2010)
- Unpaid Invoices view modified to show Base Currency in addition to current Transaction Currency
- Confirmations added to changing of System Base Currency and Industry Customisation
- Various help file updates
- New 'Priorities' view added on the Administration menu
- Diary View field order modified and 'Priority' field added
- Many new reports added
New in CMS CRM 3.04.000 (Sep 20, 2010)
- Product pricing completely re-written to allow for ranges of units at a price. GST now works as a percentage.
- Invoice Transactions updated to handle new Product Pricing.
- Invoice and Receipt reports modified to add shipping and discounts.
- Contact Import now adds positions found in import file to Positions view if they don't already exist.
- Diary updated to add movement between weeks and months and add 'Select Date' option.
- Communications portal merged with Diary portal in a significant re-write.
New in CMS CRM 3.03.000 (Sep 20, 2010)
- Account Invoices View added. Account transactions are now linked with invoices
- New Account Invoices Notes and Documents Views added
- Data Exchanges screen added to enable the user to tailor the built-in data exchanges
- New Unpaid Invoices view
- Help file brought up to date with the application
- Configuration of Base Currency moved from Currency Codes View to new Base Currency View under the System HM
- DCU updated to perform conversion of Account Transactions to Account Invoices
- Credit Terms added
- New Application Preferences screen under the System menu brings together a number of separate screens
- New Invoice Print report added
- Ability to attach a company logo to a Customer record added
- Ability to configure sales tax and business numbers added
- Dispatch methods added to invoices and new dispatch methods admin view created
- Account invoicing added
- Communications portal added
New in CMS CRM 3.02.000 (Sep 20, 2010)
- New field added to Contact screens:
- Title (eg Mr, Mrs etc)
- Contact Type
- New Quick Start tutorial added to help file
- New Administration screen added:
- Contact Types
- Help file updated to include the above
- New System menu added to end of horizontal menu on administrator logins. This allows user logins to be maintained without CMS Utilities.
- Contacts screens modified: Second Name field is now Surname field
- Mobile phone number added to Contact Details field view
- New option added to System menu:
- Industry Customisation
- This option now runs a script which causes CMS CRM to be configured to run for different industries. Selection of an industry causes different fields, menus, options etc to appear or be hidden
- Colours view added to the System HM to enable the administrator to change a selection of the CMS CRM colours.
- Product Documents View added
New in CMS CRM 3.01.000 (Sep 20, 2010)
- Separate Customer and Contact screens added. A Contact is someone who has made contact with the organisation using the software but has not purchased any goods or services. A Contact becomes a Customer when they are attached to an Account which is created when they purchase goods and servcies.
- Vertical menu options which attach records such as notes and documents no longer operate if there is no record in the current view. This stops the creation of notes etc for non-existent Contacts / Customers / Accounts.
- Contact/Customer/Account Documents feature now added which allows documents to be attached and loaded into the Repository.
- Memo dialog modified so that word wrapping occurs.