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TopSales Basic Changelog

What's new in TopSales Basic 7.65

Nov 22, 2020
  • Customer account detail report sales person criteria allow select multiple accounts not in id sequence
  • Customer account summary report sales person criteria allow select multiple accounts not in id sequence

New in TopSales Basic 7.64 (Jul 13, 2020)

  • Task Agent add option to run external program

New in TopSales Basic 7.63 (Dec 1, 2019)

  • Integration with Opencart web store. Topsales integration with Opencart now available.
  • Iupload products
  • Download orders from web store

New in TopSales Basic 7.62 (May 20, 2019)

  • Purchase order list add ship to customer name for drop ship operation
  • Sales order generate PO add option to copy ship to address to PO for drop ship operation. User need to specify vendor code.
  • Customer sales summary report export to Excel add sales area and account type column
  • Salesman/Customer sales summary report export to Excel add sales area and account type column

New in TopSales Basic 7.61 (Feb 19, 2019)

  • Accounts payable supplier invoice function add auto calculate tax option.
  • Generate supplier invoice from goods receive note

New in TopSales Basic 7.60 (Jan 7, 2019)

  • Accounts Payable module released

New in TopSales Basic 7.54 (Jan 15, 2018)

  • Customer and vendor account record add mailing label indicator
  • Customer and vendor list add print mailing label function

New in TopSales Basic 7.53 (Dec 14, 2017)

  • All reports export to Excel function add option to save as CSV file format. Non Excel user can import CSV file

New in TopSales Basic 7.52 (Oct 18, 2017)

  • Sales order item record add item ordered from supplier field
  • Sales order list add move item up or down function

New in TopSales Basic 7.51 (Oct 18, 2017)

  • Quotation gross profit report add cost total
  • Product lookup function for invoice, sales order and quotation add filter function.

New in TopSales Basic 7.50 (Aug 3, 2017)

  • Fix bug in user login admin setting

New in TopSales Basic 7.49 (Aug 3, 2017)

  • New: Customer/Product group monthly sales report
  • All sales analysis report add option to select by date account opened.
  • Quotation list add delivery order no column

New in TopSales Basic 7.48 (Aug 3, 2017)

  • Sales order by vendor/product report add select a single sales order option
  • Sales order by vendor/customer report add select a single sales order option
  • Sales order by vendor/Requested date report add select a single sales order option
  • Sales order by Sales person/customer report add select a single sales order option

New in TopSales Basic 7.47 (Oct 25, 2016)

  • Monthly sales by salesman/vendor report

New in TopSales Basic 7.46 (Sep 22, 2016)

  • Company list by sales area/sales person

New in TopSales Basic 7.45 (Sep 22, 2016)

  • Company list by category/sales person
  • Company list by group/sales person

New in TopSales Basic 7.43 (Aug 24, 2016)

  • Batch process to send customer invoice in pdf format

New in TopSales Basic 7.42 (Aug 24, 2016)

  • Quotation gross profit report add option to select average, last purchase or fix cost
  • Invoice printing function add batch process to generate pdf files for invoices. The invoice in pdf format can then be emailed.

New in TopSales Basic 7.41 (Aug 24, 2016)

  • New: Company list by sales person/category
  • New: Company list by sales person/group

New in TopSales Basic 7.40 (Mar 21, 2016)

  • New: Company list by sales area/category
  • New: Company list by sales area/group

New in TopSales Basic 7.39 (Mar 21, 2016)

  • Department code list add by description order tab page
  • Account type list add by description order tab page

New in TopSales Basic 7.38 (Jan 21, 2016)

  • Contact list add convert contact record to customer record function.

New in TopSales Basic 7.37 (Jan 21, 2016)

  • CeekSoft Contacts Joomla component add export to xml file format
  • Export contacts data to csv file add option to include or exclude field title in first row of data
  • Customer list add convert contact record to customer record function.
  • Sales summary report add export to Excel.
  • Inventory transaction summary report add export to Excel.

New in TopSales Basic 7.36 (Jan 21, 2016)

  • Quotation record status field add Sent status option.
  • CeekSoft Joomla Contacts component add address fields in data export form.
  • CeekSoft Joomla Contacts component export csv add split address field to multiple lines option.

New in TopSales Basic 7.35 (Oct 23, 2015)

  • New: Contact list by category/country
  • New Joomla component to export Joomla contact data to csv file.
  • The csv file can be imported by Topsales or any software that support csv file

New in TopSales Basic 7.34 (Sep 22, 2015)

  • New: Contact list by category/country
  • New Amazon S3 Explorer productivity tool

New in TopSales Basic 7.32 (Jul 21, 2015)

  • New: All sales analysis reports add sales team range selection criteria

New in TopSales Basic 7.31 (Jun 22, 2015)

  • New: Save report as png image file

New in TopSales Basic 7.30 (May 21, 2015)

  • New: Sales by product group quantity

New in TopSales Basic 7.29 (Apr 22, 2015)

  • New: quarterly sales report by vendor

New in TopSales Basic 7.28 (Mar 23, 2015)

  • New: Contact list by type/tag
  • New: Contact list by category/tag

New in TopSales Basic 7.27 (Feb 23, 2015)

  • New: Contact list by type/job title
  • New: Contact list by category/job title

New in TopSales Basic 7.26 (Jan 22, 2015)

  • New: Contact list by type/user
  • New: Contact list by type/lead source

New in TopSales Basic 7.25 (Dec 22, 2014)

  • New: Contact list by type/sales area
  • New: Contact list by type/category

New in TopSales Basic 7.24 (Nov 21, 2014)

  • New features:
  • New: Contact list by category/user
  • New: Contact list by category/lead source

New in TopSales Basic 7.23 (Oct 21, 2014)

  • New features:
  • New: Contact list by category/sales area
  • New: Contact list by category/type

New in TopSales Basic 7.22 (Sep 22, 2014)

  • New features :
  • New: Contact list by sales area/user
  • New: Contact list by sales area/lead source

New in TopSales Basic 7.21 (Aug 25, 2014)

  • New: Contact list by sales area/category
  • New: Contact list by sales area/type

New in TopSales Basic 7.20 (Jul 28, 2014)

  • New features:
  • New: Sales comparison by salesman report
  • New: Monthly sales by area/salesman report

New in TopSales Basic 7.19 (Jun 21, 2014)

  • New: Monthly Sales by Area/Customer report
  • New: Monthly Sales by Area/Product report

New in TopSales Basic 7.18 (May 22, 2014)

  • Customer sales by quantity report with option to select top customers by quantity
  • Products sales by quantity report with option to select top products by quantity

New in TopSales Basic 7.17 (Apr 22, 2014)

  • Customer sales by value report add option to select top customers to print
  • Products sales by value report add option to select top products to print

New in TopSales Basic 7.16 (Mar 21, 2014)

  • Report export to excel add option to save as excel file for large data set.
  • Recurring transaction add half yearly and quarterly option

New in TopSales Basic 7.15 (Feb 24, 2014)

  • Export product to xml file for product catalog android app.
  • Product catalog Android app add import xml file format

New in TopSales Basic 7.14 (Jan 24, 2014)

  • Export product to csv file for product catalog android app.

New in TopSales Basic 7.13 (Dec 27, 2013)

  • Product master record extend detail description to 1000 characters
  • Inventory item detail description field extend to 1000 characters
  • Sales order item detail description field extend to 1000 characters
  • Quotation item detail description field extend to 1000 characters
  • Invoice item detail description field extend to 1000 characters

New in TopSales Basic 7.12 (Nov 22, 2013)

  • Report accessory now included in main installation package. Separate download is not required.
  • Report preview send smtp email function add send copy to sender option.
  • Report preview send smtp email function add save password option.
  • New: Sales comparison by area report

New in TopSales Basic 7.11 (Oct 22, 2013)

  • Following contact list reports move to list box style menu:
  • Contact List By Type
  • Contact List By Category
  • Contact List By Job Title
  • Contact List By User
  • Contact List By Sales Area
  • Contact List By Relationship
  • Contact List By User Field
  • New report: Contact list by tag
  • New: Stock take app

New in TopSales Basic 7.10 (Sep 23, 2013)

  • Contact phone list report add multiple contact tag criteria
  • Contact detail report add multiple contact tag criteria
  • Contact notes report add multiple contact tag criteria
  • Contact custom list add multiple contact tag criteria
  • Contact list by country add multiple contact tag criteria
  • Contact list by lead source add multiple contact tag criteria
  • Contact list by activity add multiple contact tag criteria
  • Contact list by type add multiple contact tag criteria
  • Contact list by category add multiple contact tag criteria
  • Contact list by sales area add multiple contact tag criteria
  • Contact list by relationship add multiple contact tag criteria
  • Contact analysis add multiple contact tag criteria

New in TopSales Basic 7.01 (Dec 22, 2012)

  • Chart program add new features:
  • add chart back ground image property
  • New chart type: column and line combo chart
  • Purchase order record add drop ship check box. User can use this option to indicate if purchase order is for drop ship delivery
  • Purchase order - goods received note report add drop ship criteria.
  • Purchase order - goods received note report add GRN item quantity more than PO criteria. 5) Purchase order form add printing of drop ship address option

New in TopSales Basic 7.00 (Dec 7, 2012)

  • Ahart program add new features
  • Axis major grid line add style property
  • Add axis minor grid line properties
  • Add axis label style enabled property
  • Add anti-aliasing option
  • Add chart background hatch pattern property
  • New: 5 years sales chart
  • Shortcut function deprecated
  • Customer list report add account open date

New in TopSales Basic 6.99 (Oct 22, 2012)

  • Tools menu add access to run charts program
  • Product master record add volume and weight fields.
  • Import product record add volume and weight fields.

New in TopSales Basic 6.98 (Sep 22, 2012)

  • Chart program add new features
  • Add Quick Edit Data tab page. Quick edit allows fast edit chart data in comma separated value format.
  • Paste MS Excel data to chart
  • Add bar chart data point width property
  • Each data series label has its own colour
  • New chart type: line chart
  • Import product data add last purchase price column
  • Quotation gross profit report add product description
  • Quotation add quick update item discount rate
  • Email pdf report add support for gmail

New in TopSales Basic 6.97 (Aug 22, 2012)

  • Quotation record add total before discount amount and total discount.
  • New: Quotation gross profit report. access from Reports > Sales report menu
  • Fix bug on combine multiple delivery notes to single invoice for same product item.

New in TopSales Basic 6.96 (Jul 23, 2012)

  • Chart program add new features
  • Data series is editable.
  • Ability to add data series and data points
  • Add auto open chart option. Access from Tools > Options.
  • Create new chart function.
  • New chart type: doughnut chart.
  • Transaction costing function add unit cost, cost amount, profit and profit margin columns
  • Sales order function add active view window. Active view window shows sales orders details, sales order item, and cost and profit of items.

New in TopSales Basic 6.95 (Jun 22, 2012)

  • Chart program add new features:
  • Pie chart add label format
  • Bar chart add orientation
  • Bar chart add label format
  • Add data series legend text
  • Contact analysis charts use new chart features.
  • Sales analysis charts use new chart features.
  • Opportunity analysis use new chart features.

New in TopSales Basic 6.94 (Jun 22, 2012)

  • Customer sales by month add customer account code
  • Chart program add new features:
  • Save chart function. Chart can be saved as xml file format and reload for future reference.
  • Chart program now support multi document interface. Multiple charts can be opened for analysis.
  • Chart properties window is now dockable. Properties window position will be saved and auto open at next startup
  • change chart width and height
  • enable or disable chart legend
  • change legend title
  • change legend docking position.
  • Chart program can be run independently. The program file name is chartz.exe. It requires .Net framework 4.0 or above.
  • Activity chart updated to use new chart features.
  • Sales charts updated to use new chart features.
  • Fix generate PO button maximized position error in sales order function.
  • Sales order generate PO function add item price option.

New in TopSales Basic 6.93 (Jun 22, 2012)

  • All sales analysis charts add options to change chart properties:
  • Chart border skin style
  • Chart Border line width
  • X-Axis label angle
  • Chart area border line color
  • Chart area border line width
  • New sales analysis charts:
  • Sales analysis by customer - Top 10 .
  • Sales analysis by salesman - Top 10.
  • Quotation item record add discount field.
  • New function: Generate purchase order from sales order.

New in TopSales Basic 6.92 (Jun 22, 2012)

  • Quotation record add tax field
  • Rectify bug in quotation detail description form printing. Extend field length memory allocation.
  • Sales order record add tax field.
  • All sales analysis charts add options to change chart properties:
  • Change title font and color
  • Change background color and gradient
  • Change chart area background color and gradient style.
  • Change label color
  • change x-axis title font and color
  • change x-axis label font and color
  • change x-axis line color
  • change y-axis title font and color
  • change y-axis label font and color
  • change y-axis line color
  • Bar chart column color
  • Bar chart drawing style
  • Stock take sheet add export to Excel

New in TopSales Basic 6.91 (Jun 22, 2012)

  • Customer account activity add export to Excel option
  • Quotation record add delivery note no field
  • Quotation generate to delivery note record, assign delivery note no to quotation record
  • New report: Customer payment by invoice. Access from Reports > Bank menu
  • New report: quotation list. Access from Reports > Sales report
  • Sales item detail analysis report export to Excel add salesman code and name

New in TopSales Basic 6.90 (Jun 22, 2012)

  • Improve sales chart preview mode. User no need to disable stay on top mode to preview.
  • Sales order form add amount in words
  • Following sales charts ddd options to change chart title and axis title.
  • - 12 months sales chart
  • - Top 20 Product sales chart.
  • - Top 10 Product sales chart.
  • - Top 20 Sales analysis by customer chart.
  • - Top 20 Sales analysis by salesman chart.
  • Last 12 months contact added chart add options to change chart title and axis title.
  • Fix bug in quotation item total amount and item count.
  • Fix bug in quotation list description column

New in TopSales Basic 6.88 (Nov 22, 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

New in TopSales Basic 6.87 (Oct 23, 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

New in TopSales Basic 6.86 (Sep 22, 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

New in TopSales Basic 6.85 (Aug 22, 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.

New in TopSales Basic 6.84 (Jul 22, 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.

New in TopSales Basic 6.83 (Jun 22, 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

New in TopSales Basic 6.81 (Apr 23, 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.

New in TopSales Basic 6.80 (Mar 22, 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.

New in TopSales Basic 6.79 (Feb 23, 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.

New in TopSales Basic 6.78 (Jan 24, 2011)

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

New in TopSales Basic 6.77 (Dec 23, 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.

New in TopSales Basic 6.76 (Dec 23, 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

New in TopSales Basic 6.75 (Dec 23, 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.

New in TopSales Basic 6.74 (Sep 22, 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.

New in TopSales Basic 6.73 (Sep 22, 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.

New in TopSales Basic 6.72 (Sep 22, 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.

New in TopSales Basic 6.71 (Sep 22, 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.

New in TopSales Basic 6.70 (Sep 22, 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.

New in TopSales Basic 6.69 (Sep 22, 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

New in TopSales Basic 6.68 (Sep 22, 2010)

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

New in TopSales Basic 6.63 (Nov 3, 2009)

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

New in TopSales Basic 6.62 (Nov 3, 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.

New in TopSales Basic 6.61 (Nov 3, 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

New in TopSales Basic 6.60 (Nov 3, 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

New in TopSales Basic 6.59 (Nov 3, 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

New in TopSales Basic 6.58 (May 22, 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.

New in TopSales Basic 6.57 (May 9, 2009)

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

New in TopSales Basic 6.50 (Oct 15, 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

New in TopSales Basic 6.14 (Mar 6, 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

New in TopSales Basic 5.10 (Jul 12, 2006)

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

New in TopSales Basic 5.0 (Apr 27, 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