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Smart Flow Changelog

What's new in Smart Flow 1.9.3

May 15, 2009
  • Added a new manual - Facilities Available During the Work - dialog Help / Manuals
  • Added the possibility to select individual attachments when importing e-mails as documents - menu Import e-Mails as Documents on the Documents panel
  • Added the possibility to mark or unmark documents directly on the Documents panel
  • Improved and fixed are the appearance and deletion of the recurrent appointments - screen Appointments Calendar
  • Fixed is the problem of entering too long appointment subjects - screen Appointments Calendar
  • Improved and simplified is the deletion of user groups - dialog Admin / Groups
  • Fixed is the appearance of contacts in the tree, when their types or memberships are being changed - screen Contacts
  • Fixed is the problem with recalculation of the field Est. Time when the start date or due date of a process are being changed - screen Work Process
  • Other small bug-fixes and improvements.

New in Smart Flow 1.9.2 (Mar 20, 2009)

  • Fixed and improved is the integration between Smart Flow and Open Office 3
  • Added a screen for displaying the newly created documents - menu Manage / New Documents
  • Added a screen for displaying the urgent work processes and tasks - menu Manage / Urgent Tasks
  • Added a new general setting for selecting the start-up screen
  • Improved is the work of the internal document-tracking system
  • Rewritten are all three Working with Data and Documents manuals
  • Fixed is the problem with the insufficient user access to the Smart Flow working folders
  • Fixed the incomplete progress issue when searching for text
  • Fixed the error "Illegal characters in path" on opening certain types of documents
  • Other small bug-fixes and improvements.

New in Smart Flow 1.9.1 (Feb 4, 2009)

  • Added new screen to search for messages and conversations
  • New for messages - on starting a conversation the most recent 10 messages throughout the day are shown
  • Added possibility to search for a contact by looking up for text in any of contact's field (address, phone, fax, etc.)
  • Added possibility to mark/unmark process directly on "Work Processes" screen
  • Added manual for requesting and utilizing trial and commercial licenses for professional version
  • Changed license data and license-request dialog in order to conform to share*it-issued licenses
  • Changed exporting documents to zip-file - file name and password are cleared after successful export
  • Fixed re-setting of process's start date when the first worker is being set
  • Fixed incorrect display of inactive processes on dialog for selecting related processes
  • Fixed error "Illegal characters in path" on opening certain types of documents
  • Other small bug-fixes and improvements.

New in Smart Flow 1.9.0 (Sep 3, 2008)

  • Added ability to export documents
  • Added report for history of actions of work processes
  • Added report for finished and upcoming steps of work processes
  • Added contact home phone to reports of contacts
  • Added ability to run customer-specific database updates
  • Added ability to see modified custom data with different color, on the panel of custom data
  • Improved and speeded-up text-search procedure on limitation by date of modification
  • Improved and fixed local database backup/restore tools
  • Fixed auto-close-on-start error when Smart Flow license has expired
  • Fixed error with periodic messages after performing database backup or restore on DB server
  • Fixed error when filling-in data in a document from document's details screen
  • Other small bug-fixes and improvements.

New in Smart Flow 1.8.3 (Jul 30, 2008)

  • Added history of actions for each work process
  • Added ability to backup and restore the database
  • Added support for Firebird 2.1 SQL Server
  • Added ability to easily change category of work process
  • Added ability to pause/restore work processes
  • Added ability to set estimated days and hours for work processes and steps
  • Added ability to assign file extensions to document categories
  • Added file type icons for documents in document panel
  • Added ability to replace existing document with same subject
  • Lowered limitations and simplified work with the freeware version
  • Changed and improved reports for work processes
  • Changed initial sorting of processes - by importance and priority
  • Fixed error on changing type of custom data
  • Other small bug-fixes and improvements.

New in Smart Flow 1.8.2 (Jun 30, 2008)

  • Added ability to set priority of work processes, along with their importance attribute
  • Added columns for category, last finished step, and current or next step (in the screen of work processes)
  • Added columns for date of addition on the panels of custom data and documents
  • Added ability to make a numeric custom data auto-incrementing (after its use in documents)
  • Added menu item on the documents' panel, to show the list of available data, which could be filled in a document
  • Added ability to purge non-deleted but finished processes older than given number of days
  • Changed licensing procedure for professional version of Smart Flow
  • Added ability to request separately main license (for a person, company or organization) or additional employee license
  • Fixed error caused by missing update script for Firebird and Windows Jet DB in version 1.8.1
  • Other small bug-fixes and improvements.

New in Smart Flow 1.8.1 (Jun 4, 2008)

  • Added ability to restore deleted objects (categories, processes, contacts, documents, etc.)
  • Added ability to purge deleted objects from database
  • Added ability to repair and compress the database
  • Added general setting for adding files into documents history
  • Added ability to select related appointments on the screen of Process details
  • Added ability to select related contacts on the panel of documents
  • Simplified refreshing of current screen - by using F5 functional key
  • Improved panels of allowed groups for categories, processes and workflow templates
  • Improved sizes and appearances of dialogs
  • Fixed error while adding new users (when using MS SQL database)
  • Fixed error while adding files to history of documents (when using MS SQL database)
  • Fixed non-English appearance of calendar in English version of Smart Flow
  • Other small bug-fixes and improvements.

New in Smart Flow 1.7.3 (Dec 4, 2007)

  • Added ability to copy and drag-drop work process as process template and vice versa
  • Added custom data import-export to Excel file
  • Added tool-tip info for documents
  • Improved tracking for update of non-locked documents
  • Fixed issue on direct files sending via internal messenger, under Windows Vista
  • Fixed "Data type mismatch" error for Windows Jet Database
  • Added message for expired license of professional version
  • Other small bug-fixes and improvements.

New in Smart Flow 1.7.1 (Oct 11, 2007)

  • Added ability to import e-mails as documents - look at document panel's context menu;
  • Added ability to import or export only the new contacts from/to Outlook;
  • Added ability to import contact categories from Outlook along with other contact's data;
  • Added new 'Contacts by categories' report;
  • Added ability to drag-drop a work process into appointment's screen - links appointment with the process;
  • Improved Smart Flow launcher application;
  • Improved Smart Flow feedback and feed-log screens and functionality;
  • Improved screen for history of messages;
  • Other small bug-fixes and improvements.

New in Smart Flow 1.7.0 (Sep 21, 2007)

  • Added ability to search within a process, category or workflow template
  • Added support to work with PowerPoint presentations
  • Added Smart Flow launcher for enterprise use. It allows users to work with Smart Flow on multiple workstation utilizing single network installation
  • Added ability to edit and work with custom data of type list or table
  • Improved functionality to create serial documents for contacts, based on template
  • Improved search screen and functionality
  • Fixed showing of context menus on processes and templates screens
  • Fixed showing of database errors
  • Other small bug-fixes and improvements.

New in Smart Flow 1.6.2 (Aug 28, 2007)

  • Added password help for initial log-on
  • Added functionality to create serial documents for contacts, based on template
  • Added ability to view contact's related documents
  • Added ability to remove all relations between contact and his related objects
  • Added ability to inspect document's related contact
  • Improved and fixed contacts screen functionality
  • Improved data panel - custom data name and value fields are extended to 250 characters, and made fully visible
  • Fields for names of categories, work processes and workflow templates are extended to 250 characters
  • Fixed issue of partial categories tree when using Firebird database server
  • Fixed issue of invalid current step calculation for multi-step processes
  • Fixed user-already-logged issue, after logging on as different user
  • Other small bug-fixes and improvements.

New in Smart Flow 1.6.1 (Aug 15, 2007)

  • Added help messages for initial log-on and trial license requests
  • Added ability to send files between users through the internal messenger
  • Added ability to check (mark) work processes and their steps (tasks)
  • Added ability to drag-drop files as documents into document panel
  • Added ability to filter non-confirmed notes
  • Improved error messages for logon screen, and license request screen
  • Improved internal instant messenger screens
  • Fixed MS SQL 2005 Express connection issue, after default server installation
  • Fixed issue during process workers selection, under Windows Vista
  • Fixed small database issues for Windows Jet Database
  • Other small bug-fixes and improvements.

New in Smart Flow 1.6.0 (Aug 1, 2007)

  • Added screens providing instant messaging among users
  • Added notifications for document addition, update or deletion
  • Added check and confirm functionality for notes
  • Added enumeration data types
  • Improved screen of notification messages
  • Improved feedback functionality
  • Disabled simultaneous logon of same user on different machines
  • Fixed issue private processed to have workers assigned
  • Fixed notification messages' texts
  • Other small bug-fixes and improvements.

New in Smart Flow 1.5.3 (Jul 16, 2007)

  • Added screen for messages' history
  • Added print functionality for single note
  • Improved screen of notification messages
  • Improved feedback screen functionality
  • Improved panel for related appointments on contacts screen
  • Improved ordering in data panels for data, documents, processes and workflows
  • Fixed issue of canceling new appointment on calendar screen
  • Fixed documents un-archiving issue
  • Other small bug-fixes and improvements.

New in Smart Flow 1.5.2 (Jul 9, 2007)

  • Added ability to see work process's related appointments
  • Added printing for notes
  • Added notifications on adding process notes
  • Added ability to see all document owners
  • Fixed appearance of all-day appointments on calendar
  • Fixed drag-dropping of contact on document
  • Fixed marked docs issue when using Windows Jet database
  • Other small bug-fixes and improvements.

New in Smart Flow 1.5.1 (Jun 29, 2007)

  • Added ability processes to have related processes
  • Added ability to add links to existing Smart Flow documents
  • Improved calendar and reminders functionality
  • Fixed issues for processes' current steps
  • Fixed drag-drop functionality for related contacts
  • Other small bug-fixes and improvements.

New in Smart Flow 1.5.0 (Jun 18, 2007)

  • Added daily and weekly view for appointments
  • Added appointments import/export to Outlook
  • Added support for embedded Windows Jet Database engine, also used by MS Access
  • Simplified initial database creation by using embedded Windows Jet Database
  • Added drag-drop functionality
  • Improved panels list for data, documents and notes
  • Fixed moving of related contact
  • Fixed categories counting for freeware version
  • Other small bug-fixes and improvements.

New in Smart Flow 1.4.2 (May 18, 2007)

  • Database connection configuration made easier and more versatile
  • Added options to connect to MS SQL Server database using integrated Windows authentication, Named pipes or TCP connection
  • Added functionality to import folders along with documents for category, process or workflow
  • Fixed exception on switching from MS SQL to Firebird, and vice versa
  • Fixed tracking of not locked documents
  • Fixed printing and sending of linked-only documents
  • Fixed small issue of missing process start date when adding or removing workers
  • Other small bug-fixes and improvements.

New in Smart Flow 1.4.1 (May 11, 2007)

  • Added ability to add sub-steps to project's steps (tasks)
  • Added copy/move functionality for appointments to different date
  • Added database backup/restore modules
  • Added tracking of linked documents within LAN
  • Added 'last modified' column for documents
  • Other small bug-fixes and improvements.

New in Smart Flow 1.2.1 (Apr 10, 2007)

  • Added support of Firebird database server
  • Added functionality to view processes and workflows for category and related sub-ategories
  • Added functionality to reload source document
  • Added functionality to bind appointments to workers
  • Added search in contacts and appointments
  • Fixed dismiss of recurring appointments
  • Fixed user-related contact creation
  • Other small bug-fixes and improvements.