Requests for 1.8

From:

Date:

Time:

If anyone has any requests they would like to see in Optigold ISP, now
would be the time to make requests...

Anyway, check the revision log if you want to know what is already
completed in 1.8...

And just so you don't request it, the following items are still on the
to-do list:

- Move a couple global preferences to employee-level preferences
- Automatically bill credit cards via automated tasks
- Employee Projects system

1.8 is shaping up to have quite a few new features... Well, that's all
for now. :-)

- Shawn

Optigold ISP Revision Log
-------------------------

Completed On 1/1/99

Online signup system added

Completed On 12/31/98

Finance charge amount calculation changed
New employee preference - Show Multiple Invoice Dialog
Fixed PO Number on non-fancy invoices
Clear button in company preferences works properly
Added routines for manually creating multiple invoices at once
Added Web Interface Setup section to maintenance
Server Setup moved from general preferences to maintenance
Added field to products table - View On Web Signup

Completed On 12/30/98

Call Back Needed button added to More... section of account entry form
Override Default Past Due Notice Type added to More... section of account
entry form
Blanket Purchase Order added to More... section of account entry form
No longer can jump to main menu from More... section of account entry form
American Express credit cards validate on check digit when entered
Discover credit cards validate on check digit when entered
13 digit Visa credit cards validate on check digit when entered

Completed On 12/29/98

Added ability for generic reports to be customizable
Clicking on Generic Reports button in company preferences allows you to
define up to 5 generic reports
Generic report selection menu brought up when Generic Reports option
selected from Script menu
Print receipt routine conforms to Open Print Dialog preference
Close Open Invoices preference saved at employee level
New employe level preference - Receipt Type [Email, Paper, None]
Reorganized maintenance menu
Edit Custom URL moved from company preferences to maintenance
Edit Generic Reports moved from company preferences to maintenance
Increased number of possible generic reports from 5 to 10
Generic Report system altered to make it modular
Reorganized My Stuff menu
Added Generic Reports section to My Stuff
Added Custom URLs section to My Stuff
Custom URLs system altered to make it modular
Increased number of possible custom URLs from 5 to 10
Up to 5 additional generic reports can be stored at the employee level
Up to 5 additional custom website URLs can be stored at the employee level

Completed On 12/28/98

New accounts preference - Auto Send New Account Letter
New accounts preference - New Account Letter Type
New account letter can be sent via email in addition to paper
Blanket Purchase Order Number field added to customer invoice screen
Purchase Order Number field on invoice is automatically filled in with
customer's blanket purchase order number
New accounts preference - Customer Number Must Be Unique
Planner window freezes when creating new record

Completed On 12/27/98

Driving directions take # character into account when contained in address
Slightly altered query for locating customers with expired credit cards
Navigation of sent messages in message center cleaned up slightly
New past due account preference - Use Reactivation Fees
Removed Today function from Accnts_.USR

-------------------------------
Shawn D. Hogan
President, Data Point Solutions
http://www.data-point.com
(619) 452-3696
ICQ: 8319647

Sales:
888/4-DPOINT

Support:
858/452-3696