Search Again: Optigold ISP 1.8 From: Shawn Hogan Date: Friday, January 8, 1999 Time: 1:01:26 am Well... another release... Optigold ISP 1.8 is out, and if you see anything you want, you can upgrade your existing version at: http://www.data-point.com/products/isp/upgrade.html As a side note, a lot of changed were made to the web interface system (including customer web interface), so if you use it, you will need to replace your Web files with the new set. Sometimes I amaze even myself... {shrug} I'm ready for a nap for sure now. :-) - Shawn Optigold ISP Revision Log ------------------------- Completed On 1/7/99 Salespeople and resellers can check sales totals via web Maximum size of contact letters increased from two to four pages New web interface preference - Use Customer Web Interface New web interface preference - Use Signup Web Interface New web interface preference - Use Salesperson Web Interface Rewrote internal workings of customer web interface New web interface preference - Miscellaneous Info Fields Show As Drop-Down Payments can be received based on customer number Salesperson web interface authenticates on salesperson customer record Product sales reports can be run by invoice closed on date Creation time shows on customer info screen New employee preference - Projects New employee preference - Prompt For Tech Call Back New employee preference - Pay Commissions Non-fancy statements can have company logo New invoicing preference - Auto Send Commission Invoices Pay Commissions section added to maintenance Employee find routines changed to work the same as the customer find routine Group find routines changed to work the same as the customer find routine Added projects button to maintenance Salesperson web interface can toggle between commission history and unpaid (pending) commissions AuthorizeNet authorization integration Completed On 1/6/99 Certain common passwords are rejected for new accounts Maximum size of letters increased from two to four pages Letters to contacts can be sent via SMTP Quotes can be sent via SMTP Statements can be sent via SMTP New web interface preference - Salesperson Logins New web interface preference - Salesperson Password Completed On 1/5/99 Completely rewrote internal workings of online signup system Completed On 1/4/99 Changed routine that generates default year for importing usage Slightly changed import old customers routine Individual email from letter library can be sent via SMTP Discussion list request emails (subscribe/unsubscribe) can be sent via SMTP Discussion list request email address defaults to employee email address Online signup checks Optigold license Online signup checks to make sure customer doesn't accidentally submit service selection form twice New web interface preference - Automatically Create Account Via Server Setup Completed On 1/3/99 Credit Card batch billing can be done automatically via automated tasks (Mac/PC Authorize Hub only) Added ability for billing cycles to be imported when importing customers New company preference - Pause Between SMTP Messages Past due notices can be sent via SMTP Slightly altered query for locating customers that are past due Payment receipts can be sent via SMTP Mass mailings can be sent via SMTP Welcome Letter can be sent via SMTP New employe level preference - Mass Mailing SMTP Emails From Employee Completed On 1/2/99 New billing preference - Bill Canceled Customers New invoicing preference - Auto-Prorate Generated Invoices New invoicing preference - Auto-Prorate Generated Invoices To Day xx Of The Month New invoicing preference - Setup Fees Can Be On Generated Invoices 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

Messages In This Thread: Optigold ISP 1.8 by Shawn Hogan on Jan 8, 1999 at 1:01:26 am Re: Optigold ISP 1.8 by Rheal on Jan 8, 1999 at 6:59:27 pm Re: Optigold ISP 1.8 by Shawn Hogan on Jan 8, 1999 at 7:11:30 pm