Trouble Ticket Number can be assigned to tech support calls automatically on call detail screen
New accounts preference - Referral Amount Equal To One Month Of New Customer Billing Cycle
New company preference - State/Postal Code Separator
Invoices follow state/postal code separator guidelines
Quotes follow state/postal code separator guidelines
Statements follow state/postal code separator guidelines
Balance due added to Accounts Past Due Report
Added ability to send a message from the message center to all employees

Completed On 10/27/98

Removed slave establish date dependency to master account
Changed billing preference, 'Use PayPro Minimal Info' to 'Use Minimal Info'
ICVerify export format can use minimal info if needed
Miscellaneous field added to tech support call activity detail
New company preference - City/State Separator
Invoices follow city/state separator guidelines
Statements follow city/state separator guidelines
Quotes follow city/state separator guidelines
Sort available in Contact Manager from script menu
New usage preference - MB Added To Bandwidth Allowed Per Excessive Usage Hour

Completed On 10/26/98

Contact quotes can be prorated
Framed Filter field added to customer table
Generate RADIUS File button added to Server Stuff section
New invoice setup preference - ATTN: Line
New invoice advertisements preference - Header
ATTN: line added to fancy invoices
Generic server setup script keys off proper preference

Completed On 10/23/98

Added 'Credit' to default payment types
Miscellaneous fields are matched and used when turning a contact into a customer

Completed On 10/22/98

Number of allowed salespeople increased from 20 to 50

Completed On 10/21/98

Direct PC Authorize support via FMP4 plug-in added to Authorize CC button on customer's payments screen
Direct PC Authorize Hub support via FMP4 plug-in added to Authorize CC button on customer's payments screen
Added 3 new letters to the default letter library
Warning will show if you are within 5 days of your Optigold ISP license end date
New billing preference - Remove Dashes From Credit Card Payment
Removed halt script step from portion of MacAuthorize individual authorization routine
Direct PC Authorize Hub support via FMP4 plug-in added for batch mode authorizations
Removed line item dependency to invoice date
Simplified product sales report query
New billing preference - Finance Charge Percentage
New billing preference - Minimum Finance Charge
Slightly increased vertical size of main menu
Vendors split into separate button on main menu
New accounts preference - Default Miscellaneous Fields Value
Finance Charges button added to main menu
New report - Accounts Due For Finance Charges
New billing preference - Minimum Days Between Finance Charges
New invoicing preference - Auto-Send Finance Charge Invoices
New variables retain their default values when upgrading

Completed On 10/20/98

Company logo can be used on quotes
Sales tax recalculate check rounds to the nearest cent
New employee preference - Restore Canceled Account
Restore canceled account available from script menu
Pending accounts that have payments on record no longer prompted to receive payments
Emailed invoices going out via SMTP with CC address specified split it into two separate emails
Global_.USR included in fast-mode upgrade
Slightly changed Trouble_.USR import alignment

Completed On 10/16/98

Added ability to delete all queued payments
Due date in vendors section works properly
Increased robustness of accounts due for past due notice query

Completed On 10/13/98

Default workstation name cannot be blank

Completed On 10/9/98

New employee preference - Access My Prefs
Using 'Delete All' function in payments tagged for deletion no longer requires indexes to be rebuilt
Using 'Delete All' function in invoices tagged for deletion no longer requires indexes to be rebuilt
Added 6 Canceled Accounts reports
Added 6 New Accounts reports
Added 8 Days Active reports
Consolidated 14 Canceled Accounts reports into single button
Consolidated 14 New Accounts reports into single button
Consolidated 15 Days Active reports into single button
Report button available on 'Accounts Due To Invoice' screen
New employee preference - Vendor Reports
Vendor Reports added to Reports/Charts
New vendor report - Vendor Transactions By Vendor
New vendor report - Vendor Transactions By Account
New accounting report - Income & Expenses
New accounting chart - Income & Expenses
Income/Refund report no longer purges export file

Completed On 10/8/98

Dialog shows if you abort a completed payment reception
Hardcopy service records available from script menu
New employee preference - Print Service Records
New employee preference - Vendors
New employee preference - Hide Server Setup Dialog
New employee preference - Hide Service Record Dialog
Hardcopy service records can be printed at the time of account creation
Edit Salesperson section added to maintenance
Commission Sales report calculates commission amount based on percentage given in Edit Salesperson
New employee preference - Edit Salespeople
Vendor_.USR table added
'Asset Management' button changed to 'Assets & Vendors'
Payment searches include Account Class

Completed On 10/7/98

New employee preference - Use 3.0 Email Routines
Shows all My Prefs on edit employee screen
New invoice setup preference - Use Remit Before Line
Contacts can be turned into customers

Completed On 10/6/98

Letters sorted by letter title when viewing
Letters can be viewed in list view

Completed On 10/2/98

Account Class added to HURLnET import format

Completed On 10/1/98

Payment notes can be passed to payment receipts
Find All option added to script menu
Payment number can be passed to payment receipts
Payment tag can be passed to payment receipts
Messages and To-Dos can only be sent to active employees
New billing preference - Hub IP Address
New billing preference - Hub Port Number
Email tag field overrides POP/Alias label

Completed On 9/30/98

Product Sales Report cannot be aborted
Prompt shows to auto release an account from hold if they bring their account current when using receive payment function
Setup fees added to quote system for contacts
Recurring fees listed separately in quote system
Added ability to use fancy quotes
Mass mailings can be performed with contacts
Contact mailing preferences are set on a per employee basis

Completed On 9/28/98

Custom Website URL in company preferences has the ability to pass variables to it
Changed labels on 30/60/90 accounts receivable report
New accounts preference - Months Credit For Referral

Completed On 9/26/98

New accounting report - Liability
Much improved upgrading routine

Completed On 9/25/98

Net New Account report can be run for an 'All Date' range
New accounts preference - Number of Referrals Needed To Receive Credit

Completed On 9/24/98

Added Lithium II to list of supported Quake 2 games
Invoicing a slave account will automatically prorate the invoice to be in line with the master expiration date
Slave accounts can be invoiced when setting up account
Slave accounts can be invoiced when approving pending account
Removed halt script step from invoice creation routine
Removed halt script step from invoice creation with billing cycle routine

Completed On 9/23/98

Billing cycle item detail can only be closed properly
Invoice line item detail can only be closed properly
Authentication export screen returns to proper screen
Expiration Date variable is passed as a date in server setup
Master Account can be passed as a variable in server setup
Label Queue button based on valid labels
Lines on accounts receivable report realigned
Spelling of 'cancelled' changed to 'canceled'
New accounting report - 30/60/90 Accounts Receivable
Sales tax description is editable via Invoice Setup
Two user defined fields added to tech support screen
New miscellaneous preference - Tech Title 1
New miscellaneous preference - Tech Title 2

Completed On 9/14/98

Tech support area expanded
Tech support call classification added
Invoicing preferences shows correct screen
Prompt shows to auto release an account from hold if they bring their account current

Completed On 9/11/98

Attempts to run web interface without FileMaker Pro 4.0 returns an error message
Create payment buttons do not work unless a valid account is being shown
Payment detail shows creation time, date and creator
IP addresses for domains can be auto assigned from IP address pool
Customer IP addresses are also checked against domain IP addresses for uniqueness
Ownership of tech support calls can be changed if call is not resolved
Command line portion of auto server setup system can trigger two commands per instance

Completed On 9/9/98

Return stubs on invoices and statements given an extra .25 inch vertical space
Preference functionality moved from MainMenu.USR to Global_.USR
Label Item functionality moved from MainMenu.USR to Global_.USR
Invoice Advertisement functionality moved from MainMenu.USR to Global_.USR
Edit Survey Questions functionality moved from MainMenu.USR to Global_.USR
Receipt Setup functionality moved from MainMenu.USR to Global_.USR
Invoice Setup functionality moved from MainMenu.USR to Global_.USR
A customer record is no longer needed to edit preferences

Completed On 9/8/98

PTC 2 credit card export format added
Customer company name on payment receipt shows properly
Customer company name on fancy statement shows properly

Completed On 9/7/98

Accounts tagged for deletion on entry screen are no longer prompted to invoice

Completed On 9/3/98

Canceling comped accounts with a termination date works properly now
Placing comped accounts on hold with a hold date works properly now

Completed On 9/2/98

Added total price calculation to asset management area
Asset management find routines changed to work the same as the customer find routine
You can view invoice detail in MacAuthorize when authorizing an individual credit card
Increased robustness of the five preference based billing actions
Product find routines changed to work the same as the customer find routine
Refined navigation through employee setup area
Tweaked bulk invoice generation routine for increased speed

Completed On 9/1/98

New usage preference - Force Usage Invoice Customers Into Next Billing

Completed On 8/31/98

Fixed instance of smaller point invoices printing with larger font size
Payment receipt can be sent to individually posted payments in the payment queue
New past due account preference - Pending Accounts Can Get Past Due Notice
Contact quote number no longer assigned when creating contact record
Contact manager found set is set to only current contact when entering quote system
Contact quote number is auto-assigned when entering quote system
Removed create by field in contact quote system

Completed On 8/29/98

Clicking on tech support call activity will open up detail window
New miscellaneous preference - Hide Passwords
Import Customers button in maintenance allows for importing contacts also
Fixed potential invoice number alignment problem
Added quote system to contact manager

Completed On 8/24/98

New miscellaneous preference - Allow Both Route To And Password
Country can be passed to server setup scripts
New miscellaneous preference - Asset 1 Title
New miscellaneous preference - Asset 2 Title
New asset management field - Miscellaneous 1
New asset management field - Miscellaneous 2
Inventory Control report renamed to Asset Management
Asset Management report shows grand total dollar figure
New detailed asset management report

Completed On 8/21/98

Added ability to edit previously posted payments
New miscellaneous preference - Hide Open All Startup Dialog

Completed On 8/20/98

Removed text ruler by default in letter library
New report - Billing Cycle Products
New billing preference - Flip Address and Zip Code In Export File
Added credit card number to payment queue display

Completed On 8/19/98

Invoice numbers using the slide dash left preferences are assigned properly
Invoice advertisement selection process changed slightly
Dialog no longer appears asking about multi-user the first time the host opens the data files

Completed On 8/18/98

Area code variable label in server setup was changed from <Area Code> to <AreaCode>

Completed On 8/17/98

Expanded company name space on accounts receivable report
Usage search fields includes login

Completed On 8/14/98

Ownership (creator) of contact records can be transferred to other employees
Bad bank transit numbers are known immediately
New billing preference - Authorization Location Identifier
eFunds bank debit authorization export integration

Completed On 8/13/98

5160 label margin slightly adjusted
Print Queued Labels button calculation changed to increase speed
Generic Server Action script added
New employee preference - Can Use Carry-Over Balance
New employee preference - Can View All Contacts
Rebuilt contact manager find/entry routines to support record locking (view all contacts preference)
When entering a new account, you can specify a carry over balance
Carry over balance invoice is created automatically if carry over balance field has a value

Completed On 8/12/98

Time usage search function now works properly
Expiration Date can be passed to server setup scripts
Routing services that are tied directly to billing cycles can be deleted automatically

Completed On 8/11/98

Commission Report For selection only shows salespeople with valid invoices
Text Temp 7 and 8 are reset when you enter reports and charts

Completed On 8/10/98

Fixed right margin of smaller point fancy invoices
PTC credit card authorization integration
Removed web interface preference - Tech Support Available Online

Completed On 8/9/98

Fixed false dialog on client workstations

Completed On 8/8/98

When system is in multi-user mode and host machine opens files, dialog will prompt to open all files to make available on the network
Data files cannot be used from two different locations
Added miscellaneous 3 field
Added miscellaneous 4 field
New miscellaneous preference - Misc. 3 Title
New miscellaneous preference - Misc. 4 Title
Miscellaneous 3 can be passed to server setup scripts
Miscellaneous 4 can be passed to server setup scripts
Fancy invoice company name line looks correct

Completed On 8/7/98

Added web interface for troubleshooter
Altered invoice layout selection routine
New web interface preference - Tech Support Available Online
Tech Sharing Prefs button added to web interface

Completed On 8/6/98

Shortcut to main menu checks against login id instead of login user name
Product Sales reports can be summarized by Invoice#
Product Sales reports can be summarized by Sales Tax Class
Product Sales reports options are selected through a sub-menu instead of dialogs
Switched year and month in Cardservice DOS export format
Key_.USR forced into multi-user mode when MainMenu.USR is in multi-user mode
Toggle multi-user button label reads properly on client workstations
Toggle multi-user button only works from server (host) machine

Completed On 8/5/98

Added ability to auto delete domains (command line or telnet)
Added ability to auto delete emails (command line or telnet)
New employee preference - Delete Usage
Added ability to do mass usage deletions
Revised Cardservice DOS export format
Customer's with no usage allowed set will default usage to 999 hours allowed when importing monthly usage
Possible blacklisted accounts (based on name only) will throw up a red flag on customer entry screen

Completed On 8/4/98

Blank billing company name won't add extra line on domain registration form
Excessive usage charges can be taxable
Payment queue split into two different queues (credit card and bank debit)
Authorized account check will check against emails as well

Completed On 8/3/98

Taxable invoice total is rounded to the nearest cent
Invoice line items/billing cycle items rounded to the nearest cent
Employee passwords are hidden unless you put cursor in field
Telnet system updated to work with new versions of BSDI (3.1)
Clicking on usage line will open up usage detail
Secondary time usage list shows correct invoicing data
Added customer blacklisted flag
Blacklisted customers show a warning on all their info screens
Blacklisted customers cannot setup accounts
Added InterNIC Forms menu in Server Stuff section
Registered domains can be automatically entered in customer's record
InterNIC Contact Registration form added
Domain registration section 0a. works properly when using SMTP now
InterNIC Host Registration form added
Send Negative Balance Invoices preference applies to zero balance accounts
Blank billing company name won't add extra line on fancy invoices

Completed On 7/31/98

Secondary time usage product is taken from the correct preference now

Completed On 7/29/98

No indexing allowed for carry over balance field
Changed 'Inventory Control' to 'Asset Management'
Removed LabItem_.USR table and moved functionality to Global_.USR

Completed On 7/28/98

Remapped HURLnET country import
Added a quick customer id assignment routine when importing old customers and you have no pre-existing customers
Added ability to import Carry Over Balance when importing customers
If carry over balance field has a value an invoice is created automatically to reflect it

Completed On 7/27/98

Recoded invoice number generation routine for increased speed
Slightly increased fancy invoice payment stub size

Completed On 7/25/98

Changed 'E-Mail' label in customer info screens to 'Letter'

Completed On 7/24/98

Slave account's billing cycle screen shows items from master account that corresponds to it
New web interface preference - Customer Can Edit Their Info
New web interface preference - Customer Can Complete Survey
Updated web interface (customers have ability to take online survey now)

Completed On 7/23/98

Change telnet system labeling to 'Server Setup'
Server setup has the ability to setup items via telnet or command line (rsh, etc.)

Completed On 7/22/98

Reworked telnet system again (works with BSDI now)
Added SMTP gateway for PC version (contained in new telscrpt.exe)
Added 6 product sales reports (summarized by invoice number)
New employee preference - Email Address
New employee preference - Send Email Via (MAPI/SMTP)
Moved company preference to misc. preference - Calculate Overtime On Timecard Reports
New company preference - SMTP Server
Added ability for domain registration emails to be sent directly with SMTP
Added ability for invoice emails to be sent directly with SMTP
Added SMTP gateway for Macintosh version (MondoMail)
New billing preference - Flip Credit Card Exp Date In Export File

Completed On 7/21/98

Force window to resize after generic report
Added tag field to payment table
New invoicing setup preference - Show Full Credit Card Number

Completed On 7/19/98

Date range on net new account bar chart shows right dates
Removed pause from audit trail deletion routine

Completed On 7/17/98

Telnet system made a little more robust
Customer web interface totally revamped (added time usage, option to give customers the ability to edit their info, etc.)

Completed On 7/16/98

Money orders added to bank deposit report
Option to add cash to bank deposit report
Bank deposit report can be summarized by date or payment type

Completed On 7/15/98

Allow emails and domains to be setup for slave accounts on the data entry screen
Payment entry when at account setup time now triggers properly
Canceling a payment from a new account entry screen returns to main menu

Completed On 7/14/98

Slightly changed wording on non-stern worded invoices
Force email search result to come to front
Domain registration will use customers info as administrative contact if Administrative NIC field is left blank
Changed invoicing preference - Strip Verbiage For NonRecurring Customers is now Strip Verbiage For Zero Time Credit Invoices

Completed On 7/13/98

New miscellaneous preference - Show Logo On Letters
Force domain search result to come to front

Completed On 7/9/98

New field in inventory control - Category
New field in inventory control - Quantity
Statement address conforms to horizontal address spacing preference
Added ability to ignore quantity for calculating time credit on line items and billing cycle items
New miscellaneous preference - Show Print Receipt Dialog When Posting Payments

Completed On 7/8/98

New miscellaneous preference - Auto-Enter Balance Due When Creating Payment
New employee level preference - Open Print Dialog (available from My Prefs)

Completed On 7/7/98

Cleaned up audit trail report deletion routine

Completed On 7/6/98

New miscellaneous preference - Months To Include Accounts On Commission Sales Report

Completed On 7/5/98

Added ability to edit timecard history times

Completed On 7/4/98

Fixed grammar on German invoices
Added ability to send English UK invoices
Fixed grammar on French invoices

Completed On 7/3/98

Added 'More...' button on account entry and pending account screens

Completed On 7/1/98

Default time usage allowed value is taken from product table
Default secondary time usage allowed value is taken from product table
Default bandwidth allowed value is taken from product table
3 new fields added to products (default time 1, time 2 and bandwidth allowed)

Completed On 6/30/98

Split usage and miscellaneous preferences into two different preference screens
New usage preference - Default Bandwidth Usage Allowed
New usage preference - Default Extra Bandwidth Usage Product
Added ability to invoice bandwidth usage with individual invoices
Invoice that is tagged for deletion no longer asks if you wish to tag it for deletion again
Added ability to invoice bandwidth usage as an addition to regularly generated invoices
Fixed grammar on Italian invoices
Adjusted accounts due to bill report to disallow 'Name On Card' to roll to the next line
ICVerify export format changed to comply with ICVerify's y2k import format

Completed On 6/29/98

New invoice set preference - Horizontal Address Spacing
Receipt addresses follow invoice setup
Invoice addresses can be adjusted horizontally
Statement addresses can be adjusted horizontally
Receipt addresses can be adjusted horizontally
New company preference - Currency Symbol
Changed everything to reflect the user definable currency symbol
Quake 2 Administrator now automatically registers server on master server list
Domain name registration no longer shows customers first/last name in email address
Added ability to email necessary info for account setup (on server)
Added bandwidth usage fields to customer table
Comma delimited usage import routine revised (to accommodate bandwidth usage)
Added ability to search on bandwidth usage

Completed On 6/28/98

Added shortcut to Quake 2 administrator (login: quake, password: quake)
Add ability to sort generated invoices by zip code
Cleaned up Cardservice export format
Cardservice DOS integration
Added ability to change default language on a per customer basis
New invoicing preference - Default Customer Language
Added ability to send French invoices
Added ability to send German invoices
Added ability to send Spanish invoices
Added ability to send Italian invoices
Added ability to send Portuguese invoices
Customer web interface shows number of days a customer is past due
Password hides itself unless customer is being edited
New invoicing preference - CC Invoices To
Fixed Quake 2 administration so that a single map doesn't loop indefinitely

Completed On 6/25/98

Added 6 product sales reports (summarized by customer's region)
Force MainMenu.USR to open when canceling a payment

Completed On 6/24/98

Made domain tag value list dynamic
Added tag field to emails

Completed On 6/23/98

Fixed balance due calculation when deleting a posted payment
New billing preferences - Include Login In Billing Export

Completed On 6/22/98

Fixed expiration date formatting on receipts
Added LMCTF support in Quake 2 server administrator

Completed On 6/19/98

Added ability to sort found set (available from Scripts menu)

Completed On 6/18/98

Added expiration date variable to payment receipts
Added ability to mass-send receipts via email when posting queued payments
Added advanced (fast) mode Optigold ISP upgrade routines
New employee preference - Multiple Account Entry
Check invoice generated from new account entry to make sure it's not blank
Check invoice generated from pending account list to make sure it's not blank
Force invoice window closure if invoice is blank

Completed On 6/17/98

Added Quake 2 dedicated server administrator available from Server Stuff
Renamed Server File Generation section to Server Stuff
Customer's payment screen hides when entering a new payment

Completed On 6/16/98

Added 6 product sales reports (summarized by product description)
Consolidated the 18 different product sales reports into a single button through the use of dialogs
New accounts preference - Days After Account Cancels Until Login Is Released
Removed warning dialog from Add/Edit Troubleshooter employee access restriction
New company preference - Calculate Overtime on Timecard Reports
Rewrote employee clock in/clock out routines to also work with FileMaker Pro 4.0

Completed On 6/15/98

Fixed bug in invoice ad rotation routine
Added generic time usage report

Completed On 6/13/98

Added company name to Commission Sales Detail Report

Completed On 6/12/98

Changed various field labels from 'Alias' to 'Email'
New Invoicing Preference - Strip Verbiage For Non-Recurring Customers

Completed On 6/11/98

Added full customer address on domain registration page
Added ability to jump to a customer account from the domain registration page
Nullified sections 4b and 5b from the domain registration form
Added ability to specify a NIC handle as the billing contact if desired
Added invoice number to non-fancy payment stub
Fixed calculated message for credit card customers to show bill day properly

Completed On 6/10/98

Expanded the number of possible account types from 14 to 30
Added ability to run New Account reports with for only current accounts

Completed On 6/9/98

Secured override email type customer preference
Carriage returns within HTML invoices now look right
Carriage returns within HTML statements now look right
Changed routine that grabs customer's email address for sending a receipt
Added ability to include return stub on statements
Added 4 fancy statement layouts (to account for small/large print and stubs)
Added ability to preview statements
Show login toggle now applies to statements also
Payment receipt body text is now dynamic and can be edited in maintenance

Completed On 6/8/98

New time usage preference - Default Secondary Time Usage Allowed
New time usage preference - Default Secondary Extra Usage Product
Added secondary time usage fields to customer table
Comma delimited time usage import routine revised (to accommodate secondary usage)
Added ability to search on secondary time usage
Added country field to customer table
Country attempts to automatically enter itself based on postal code
Added ability to invoice secondary time usage with individual invoices
Added ability to invoice secondary time usage as an addition to regularly generated invoices
The domain registration form will use the country specified for the customer if they have one
Slightly changed date alignment on fancy invoices

Completed On 6/7/98

Added dialog box that allows inactive credit cards to be used if desired when creating a payment with a filed credit card
When creating a payment with a filed credit card, AmEx, Visa, MC and Disc credit cards will automatically enter the payment type
Removed sort routine from pending accounts list
Removed sort routine from accounts to be entered on servers list
Invoices can be opened or closed directly from generic invoice listing
If you create an invoice without any line items, it will ask if you want to tag the invoice for deletion
Added a 'Delete All' button on accounts flagged for deletion list
Added a 'Delete All' button on invoices flagged for deletion list
Added a 'Delete All' button on payments flagged for deletion list
Added a 'Delete All' button on domains flagged for deletion list
Added a 'Delete All' button on emails flagged for deletion list

Completed On 6/6/98

Slightly altered audit trail report find routine
Added warning messages to 4 employee access restrictions
New employee access restriction - Edit/Add To Troubleshooter
Added troubleshooting system for tech support (available from the Technical Support screen)

Completed On 6/5/98

New invoicing preference - Send Invoices With Negative Balance Due
Added month and year to time usage line item description
Line item descriptions can now wrap to a second line if needed

Completed On 6/4/98

Added error checking to invoice proration (double checks to make sure the prorate to date is valid and not blank)
Added 'Go To Record Number' command under Scripts menu
Added unique invoice number validation routine

Completed On 6/3/98

Receipts can be sent via email
Domains can be setup via telnet
Email telnet function can have a different host IP address
Domain telnet function can have a different host IP address
New set of icons
Added login field to Cardservice export format
Added login field to PC Charge export format
Automatic domain registration has been expanded so it can create new, modify or delete domains
Domain registration form has been updated to reflect Network Solutions' domain template version 4.0
Commission Sales report can be limited to a single salesperson

Completed On 6/2/98

Altered record ID generation routine for MainMenu.USR and Invoice_.USR to account for record locking

Completed On 6/1/98

Fixed time usage description generation if you add time usage to a normal invoice
Added ability to import declines (to automatically delete payments from the payment queue)
Added login field to ICVerify export format
Billing cycle items can be linked to slave accounts
You can create billing cycle items as a slave to have it added to the master with an automatic link to the slave

Completed On 5/31/98

Added error checking when importing time usage file

Completed On 5/29/98

Non-fancy invoices that omit previous balance now show invoice subtotal instead of balance due

Completed On 5/28/98

Completed implementation of HTML based email invoices
Email statements can be HTML based now also (uses same settings as invoices)
Added customer name to commission sales report

Completed On 5/27/98

Added a 'Bill Now' feature to customer's billing cycle screen, which will force the customer into the next batch billing
Added an 'Override Default Email Invoice Type' feature to customer's invoice screen
New invoicing preference - Email Invoices HTML Based
New billing preference - Reset Bill Now Flag After Billing

Completed On 5/26/98

Cleaned up the web interface some more (no longer needs a JavaScript browser and made it more secure)
Added check-box field to technical support call logs (can be used to tag an item as resolved)

Completed On 5/25/98

Added secondary web interface search routines for customers with special characters in their login or password
New Company Preference - Custom Website URL (can be triggered from the script menu)
New button on main menu - My Prefs (allows an employee to edit a few of his own preferences)

Completed On 5/24/98

Added print screen option under script menu in contact manager
No longer allow phone numbers to slide vertically on fancy invoices

Completed On 5/22/98

Sever entry screen for emails show if they have been invoiced or not
Sever entry screen for domains show if they have been invoiced or not
Added ability to search on time usage records
Added ability to delete individual time usage records from search results screen
Past due notices can be sent via hardcopy
Check and money order numbers show on statements

Completed On 5/21/98

Fixed invoice ad rotation routine
Renamed 'Recalc Balance Due' to 'Rebuild Indexes' since that's what it really is
Added cancel action dialog after a telnet cancel is performed

Completed On 5/20/98

Changed sort routine for queued payments sorted by customer name
Added Setup Product ID to product report
Forced decimal extension in ICVerify export file
Cleaned up HTML Generation code

Completed On 5/18/98

Added Employee Preference - Find Current (sets found set to only current customers upon login)

Completed On 5/17/98

Time Usage description now takes the default description from product description and adds: ' for <login>' to the end
Product reports that are summarized by products, are now summarized by product ID instead of description

Completed On 5/15/98

Added purchase order field to invoices
Added ability for automated task exports to only export new (not entered on server) services

Completed On 5/14/98

New Accounts Preference - Auto-Generated Login Length
Added region to list of variables that can be passed in telnet sessions
Force carriage returns in telnet sessions to be filtered out

Completed On 5/13/98

Audit trail for hardcopy invoices now shows properly

Completed On 5/12/98

Salesperson that is auto-entered on invoices now enters the correct salesperson every time
Billing address city, zip code, phone area code and fax area codes now attempts to auto-enter themselves, similar to customer address info
You can assign an email with the same name as a customer login only if the customer owns that login (as a slave)
New Tech Report - Time Usage Abusers

Completed On 5/11/98

Added preference (Open All) in Edit Employee section that will automatically open all files when that user logs in
When doing a mass-label queue for all customers, a dialog asking if you really want to do this will appear
Fixed space padding problem on non-fancy invoices that have return stubs and no company name for the customer

Completed On 5/10/98

Added ability to turn off account login after customer name on invoices

Completed On 5/9/98

Added ability to export any table/field via Export Raw Data in maintenance

Completed On 5/7/98

Added a third confirmation dialog when deleting a found set

Completed On 5/5/98

Customers that go on hold due to non-payment have the hold date recorded in the Hold Date field now
New Billing Preference - Bill Negative Balances

Completed On 5/2/98

Added 6 maintenance buttons to return to the maintenance section from the sub-sections that had it missing
Removed the extra carriage returns field from the letter table

Completed On 4/30/98

Force exit of record when receiving a payment has been added
Auto-Closure of invoices when receiving payments now will close some invoices even if it not enough to cover the entire balance due

Completed On 4/25/98

New Miscellaneous Preference - Link routing to billing cycle

Completed On 4/24/98

Added region to list of variables that can be passed to letters

Completed On 4/23/98

Consolidated 4 billing address layouts into a single layout
Rewrote line item security validation routines

Completed On 4/22/98

New Miscellaneous Preference - Default Framed Protocol
You can click on a billing cycle line item or invoice line item to view/edit detail about it

Completed On 4/18/98

Now checks report date range for valid dates before running a report
Customers without logins will not show up on the server entry screen
Balance due rounds to the nearest cent

Completed On 4/15/98

Realigned import order from MainMenu.USR
Added label that tells you if the billing address is used
PC Charge integration

Completed On 4/14/98

Added new to-do list system for assigning to-do items to employees
Balance due field is now searchable
Added a sent message counter
Domain section labels are now dynamic to reflect the number of domains listed
Email section labels are now dynamic to reflect the number of emails listed
New button in Clean Up - Non-Balancing Billing Cycle

Completed On 4/13/98

Combined Income/Refund Totals reports through the use of dialog boxes
Combined Income/Refund reports through the use of dialog boxes
Added Salesperson field to invoices
Salesperson field on invoices is set to the customer's salesperson by default
New accounting reports - Commission Sales
Tech support call-back functionality added
Added billing cycle code to Domain_.USR
Added billing cycle code to Aliases_.USR
Added shut off date to domains
Added tag field to domains
Added shut off date to aliases
Password and Route To fields for aliases can only be used one or the other

Completed On 4/10/98

Force reindex when deleting a payment
Recoded PayPro output file due to Windows/Pentium integer error

Completed On 4/9/98

New Time Usage Preference - Send Slave Usage Invoices To Master
Excessive usage invoice now shows the login it is for in the description
Contact Manager now has find routines exactly like the customer finds
Marketing reports now open up the status area like the rest of the reports

Completed On 4/8/98

New Invoicing Preference - Invoice Pending Accounts
New Invoicing Preference - Invoice On Hold Accounts
New Invoicing Preference - Invoice Canceled Accounts
Deleted Invoicing Preference - Account Types/Status To Invoice
New Accounts Preference - Days Prior To Invoice Is Now Based On Account Type
New Accounts Preference - Days Prior To Bill Is Now Based On Account Type
New Accounts Preference - Days Past Due To Send Notice Is Now Based On Account Type
New Accounts Preference - Days Past Due To Place On Hold Is Now Based On Account Type
New Accounts Preference - Days Past Due To Cancel Is Now Based On Account Type
Recoded all billing procedure query routines to work with the new preferences

Completed On 4/6/98

Added a new index to payment table (searches on 500,000+ payments now lightning fast)

Completed On 4/5/98

Chart data is now rounded to the nearest penny

Completed On 4/4/98

New Past Due Account Preference - Allow Generated Email To On Hold/Cancelled Accounts
Rewrote credit card expiration date roll-over routines
Added address and zip code information to ICVerify and PC Authorize authorization files

Completed On 4/1/98

Made the new mass-email send routines (of a found set) work with non-fancy invoices that are printed as one job
Force Time_.USR to stay in front when billing customers for excessive time usage
The smaller point invoice preference now works for non-fancy invoices as well as fancy invoices
Non-fancy invoices that are printed as a single job can now have company logo on them
Non-fancy invoices that are printed as a single job were reduced by .25 inches to accommodate A4 paper size
Inventory Control now has a new field (Vendor) for tracking information
Fixed a bug that made bank debit customer invoices generate but not send
Made separate upgrade routine for Windows/Macintosh, so that the Time and TimeCrd file are in the right order on both platforms

Completed On 3/31/98

Force an early update of balance due when creating a time usage invoice
Added two new search fields when searching for invoices (sent on date and created by)
You can now omit invoices from the invoice search results
Invoice search results allows you to send (or resend) all invoices in the found set

Completed On 3/28/98

Severed invoice/billing cycle link
New invoicing preference - Auto-Prorate last invoice if needed
New invoicing preference - Adjustment of due date as compared to expiration date

Completed On 3/27/98

Added action dialogs after telnet script is run

Completed On 3/26/98

Expanded text area on fancy invoices

Completed On 3/25/98

Force an early update of balance due when creating a referral credit invoice
New invoicing preference - Slide Invoice Number Dash Left 4 Characters

Completed On 3/24/98

New option in invoicing preferences - Show Due Date On Return Stub
Due date can now be shown on non-fancy invoices with return stubs
New accounting report - Bank Deposit Report
Fixed potential problem with giving referral credit
New button on main menu allows you to automatically subscribe/unsubscribe to the Optigold ISP list

Completed On 3/23/98

Slight change in the PayPro authorization calculation
New automated task allows you to give referral credit only after a customer has been signed up for a certain amount of days
Added a notes field for payments

Completed On 3/21/98

Changed the routine that passes variables to the MainMenu.USR file

Completed On 3/20/98

Added Cybercash integration
New option in misc. preferences - User Directory Based On Domain
Rewrote statement generation routines for normal and web based statements (much faster)
Moved charting temporary routines from Global_.USR to Export_.USR
Rewrote charting routines
Power User employees can now specify import orders when importing customers

Completed On 3/19/98

Fixed problem with display of letters sent to customers from the library
New option in preferences - Auto Send Referral Invoices
Completely redesigned preferences (broke it down into categories)
New option in invoice preferences - Use Smaller Point Fancy Invoice
New employee restriction - God Level Found Set Delete
Fixed spelling problem on a dialog
Full A4 paper size support (set in preferences)
Added the ability to use invoice return stubs on non-fancy invoices

Completed On 3/18/98

Have the ability to choose whether or not you want to use the return stub on fancy invoices

Completed On 3/17/98

Made some more minor adjustments to the fancy invoice
Force deletion of billing cycle items when an account is deleted

Completed On 3/16/98

More account types are allowed now
New option in preferences - Auto Send Time Usage Only Invoices

Completed On 3/13/98

Added contact call back date override
Cardservice integration
New tear-off section on fancy invoices
Fixed word wrap error in chart titles
Fixed word wrap error in inter-employee messages
Changed mass billing cycle price change to only show products from billing cycles that are used
Rewrote timecard report search routines
Added separate field for changing billing cycle item prices

Completed On 3/12/98

Fixed problem of HURLnET imports not assigning unique customer IDs
Removed customer info in the header of single letters
New feature in maintenance - Mass Billing Cycle Price Change
New employee access restriction - Mass Billing Cycle Price Change
Force authorization total when using individual line items in MacAuthorize
When using individual line item in MacAuthorize mode it checks that the open invoice is equal to the balance due
Ability to automatically prorate invoices
New employee access restriction - Prorate Invoices
New field in products that allows proration to be set on a per product basis
Added check so you can't prorate an invoice that is worth no time credit

Completed On 3/11/98

Fixed cosmetic error on the automated tasks menu
New option in the preferences to allow empty logins

Completed On 3/10/98

Fixed login in referred by description
Made day credit for referrals linked to the credit invoice
Changed referral description to show name and login
New option allows you to pass individual line items to MacAuthorize

Completed On 3/9/98

Added a change password telnet script
Added a create email telnet script
Added an auto-assign password button for emails
Added balance due as a variable able to be passed in the letter library
When printing a letter for a customer, it will now ask if you want to queue a label for the letter

Completed On 3/6/98

Force time usage match for slave accounts, held accounts, pending accounts, and entry accounts
Force authorized account check match for slave accounts, held accounts, pending accounts and entry accounts
Record lock chosen at random when logging-in instead of making it the first record (will help eliminate the message saying someone is modifying the record)

Completed On 3/5/98

Added Framed Protocol and Framed Routing fields
Added Framed Protocol and Framed Routing fields to the authentication export
Option to export pending accounts in authentication file
Option to export raw or new pre-processed authentication file(s)
Ability to produce multiple authentication files (for multiple POPs) based on the Account Class
Ability to trigger a program execution (or AppleScript on Mac) after each authentication file is produced (for FTPing or NFSing the file to the servers)
User Definable pause between post-authentication file execution and next authentication file dump

Completed On 3/3/98

Changed recalc routine for canceled customers
Now have the ability to only pass numeric addresses to MacAuthorize
Billing Address (not just customer address) can be passed to MacAuthorize now
Excessive time usage doesn't have to be on separate invoices now
Fixed Email export label on Automated Tasks layouts
Fixed cosmetic error on Automated Tasks layouts (showed automated tasks NOT running even if they were)
Force time comparisons to be evaluated in time format, instead of text

Completed On 2/27/98

Tons of minor changes to the Clean Up system
Force Find All upon entry to the Letter Library
Force Find All upon entry to the Label Items
Allow deletion of null invoices that are closed

Completed On 2/26/98

Allow tagging of deletion of null invoices that are closed
Added ability to print receipt for old payment
Fixed balance due indexing when payments are deleted
Added Generic Payment Report
Added Generic Invoices Report
Added Generic Email Report
Added Generic Domain Report

Completed On 2/25/98

Automated tasks is now a drop-down box in the employee setup (Automated Tasks 1, Automated Tasks 2 and Web Server)
MacAuthorize shows employee's initials instead of 'OISP'
New Automated Task - Export Domains
New Automated Task - Export Email
Created an additional 'Automated Tasks 2'
Removed Today function from TimeCrd_.USR
New button in Clean Up - Blank Call Activity
New button in Clean Up - Blank Time Usage
New button in Clean Up - Null Payments
New button in Clean Up - Null Email
New button in Clean Up - Null Domains
New button in Clean Up - Null Invoices
New button in Clean Up - Null Call Activity
New button in Clean Up - Null Time Usage
New button in Clean Up - Blank Line Items
New button in Clean Up - Null Line Items
Added Domain Login and Domain Password fields to domains

Completed On 2/24/98

Added IP Address and Notes field to domains
Added IP Address and Notes field to emails
Automated Task workstations can automatically enter into automated tasks (bypassing login screen)
Checked for screen refresh when in Web Server mode
When going into web server mode, it now automatically opens web security database

Completed On 2/22/98

Force refresh of time an employee is logged in
Does not allow carriage returns in the telnet scripts

Completed On 2/21/98

Automatic InterNIC registration of domains
Web interface for customers (ability to get statement history)

Completed On 2/20/98

Reduced letter, invoice and statement layouts by .25 inches to accommodate A4 paper sizes
Added labels to the Who Is Logged In screen
You can now see up to 20 employees logged into without scrolling (instead of 15)
Shows days, hours and minutes an employee has been logged in
Fixed bug that showed employees logged in when they are logged out

Completed On 2/18/98

Added telnet button to cancel, on hold and restore from hold lists
New invoice setup option (Use Stern Words)
Added invoice number To product reports
Don't update customer ID if import was canceled
Don't update customer ID if current customer ID is valid
Put all products into found set when entering Edit Products

Completed On 2/17/98

Fixed date printing issue with customer letter
Altered the way days past due is calculated

Completed On 2/16/98

Put an additional check for non-fancy invoices
Fixed override invoice type action
Fixed accounts receivable report with no date range
Invoice preference added (don't show previous balance)
Must be logged in under 'admin' to import old customers
9 employee security restrictions added (edit preferences, edit products, edit label items/letters, view audit trail report, mass mailing / label queue, authorized account check, export customers, delete tagged items, access clean up menu)
Tweaked invoice record ID assignment routine

Completed On 2/15/98

Accounts Receivable report based on balance due instead of open invoices
New Accounts Receivable Summary report
Option in preferences to auto-close generated invoices that are paid for
Auto generated invoices are based on any existing billing cycle item instead of billing cycle dollar
Spelling error on preferences page 2 fixed

Completed On 2/12/98

Squashed the false error message after generating invoices (I hope)
Pending Review screen changed to match new Account Entry screen
No Time Credit options now available from account entry and pending review
Invoices can now have a comment with each invoice
Option in preferences to auto-queue label for generated invoices
Option in preferences to auto-enter random password length (up to 20 characters)
New button in maintenance that allows you to see which employees are logged into Optigold ISP

Completed On 2/11/98

4 new product by date reports
Day and month credit is rounded to nearest integer

Completed On 2/10/98

Added the ability to print messages from the message center
When replying to a message in the message center, it now quotes the original message
New option in preferences: Print Logo On Non-Fancy Invoices
Force Unknown users to enter a name

Completed On 2/9/98

Domain Entry layout rebuilt
New code to allow multiple users to create invoices at the exact same nanosecond
HTML Generation for virtual domains fixed

Completed On 2/8/98

Can now have a separate billing address
Override Email Address shows on data entry screen
Override Invoice Type shows on data entry screen
The 3 Time Usage fields show on data entry screen
Cancel/On Hold Report specifies reason

Completed On 2/6/98

Static IP address tracking along with auto-assignment
Customer Number tracking along with auto-assignment
Auto-Release of static IPs
Auto-Release of Customer Numbers
Auto-Delete of Cancelled Emails
Auto-Delete of Cancelled Domains
Clean Up of Cancelled Emails
Clean Up of Cancelled Domains

Completed On 2/5/98

Products can be 'tied' to their respective setup fees, for easier entry
3 security restrictions added (delete audit info, can create first invoice only, can override setup fees)

Completed On 2/4/98

Income chart label fixed
Printing fixed when using null preferences
Product Report available with both open AND closed invoices now

Completed On 2/3/98

Fancy Invoices now are apart of LineItm_.USR (fixes printing problem)

Completed On 2/2/98

Invoices rounded to the nearest cent
Report of products
Ability to delete old audit info
Record ID for accounts is no longer required

Completed On 2/1/98

Ability to upgrade without Data Point Solutions' help

Completed On 1/31/98

Licensing is based on customers now NOT record ID
New routines that assign unique identifiers

Completed On 1/30/98

Export Authentication Info via Automated Tasks
Track who queued each label
Message Center UI changes/fixes

Completed On 1/29/98

Credit Card check digit validation
Invoice to Line Item Read Only relationship fixed

Completed On 1/28/98

Product Reports can exclude single products
Inter-Employee message center

Completed On 1/25/98

Removed Today function from TimeCrd_.USR
ICVerify integration
PC Authorize integration

Completed On 1/23/98