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Completed On 12/31/99
Made host registration and contact registration forms more configurable
Updated Norwegian registration forms to comply with form version 2.0
Added option to create compressed set of data files
City, state and unique ID added to dialup number list view
Completed On 12/30/99
New employee security - Call Back For Found Set
Customer call back screen can optionally show found set of customers instead of due customers
Dialup numbers can be imported under the Import section of Maintenance & Preferences
Added seamless LetterRIP integration under Macintosh Email Auto Server Setup actions
Completed On 12/27/99
Changed the way that secondary MacRADIUS servers create accounts
Completed On 12/23/99
Accounts Due To Bill list and report shows maximum billing amount instead of balance due
Completed On 12/22/99
New customer billing cycle setting - Maximum Billing Amount
New employee security preference - Edit Max Billing Amount
Added Max Billing Amount support to all billing types and processors
New billing preference - Set Billing Use To 'None' After Max Billing Charge (PCAuth, MacAuth or WebAuth only)
New auto server setup MacRADIUS preference - Switch Group When Account Goes On Hold
New auto server setup MacRADIUS preference - Switch Group To
New invoice setup preference - 'Invoice #' Prefix
Completed On 12/21/99
Suppressed unnecessary Gearbox and IEAK variables
Negative invoice total and negative balance due displays properly on non-fancy invoices
Completed On 12/19/99
Business Type can be passed to generic reports as a variable
Web based customer email self-management allows change password for UNIX and NT based mail servers
Emails allowed per billing cycle item takes quantity into account
Email server additions and removals can be triggered via automated tasks
Domain server additions and removals can be triggered via automated tasks
New billing preference - Billed Amount Must Be Greater Than $xx
Completed On 12/17/99
Block usage works properly with merge of usage data
Completed On 12/16/99
Fancy statements properly show check numbers
Completed On 12/13/99
Domain registration forms TO email address has multiple selections in a definable drop-down box
Fixed problem with one of the automated tasks triggers
Completed On 12/12/99
New employee security restriction - Mass Time Credit Adjust
Mass time credit can be given or taken via the new Mass Time Credit Adjust section of maintenance & preferences
Completed On 12/10/99
Made an adjustment to German invoices
Country can be passed to letters as a variable
Completed On 12/8/99
VCI and VPI Numbers can be passed to auto server setup scripts as variables
Invoices, quotes and statements show customer name after company name
New company preferences subsection - City/Postal Codes
Reversal of city and postal codes can be specified on a country to country basis
Completed On 12/6/99
Fixed problem with printing individual letter to a customer
Added ability to search on 'Resolved' field in tech support call search
Added seamless integration with Connection Magic signup CD system
Completed On 12/2/99
Fixed problem with dialup number being passed to Gearbox and IEAK config files
Up to 20 Favorites can be defined for inclusion in Gearbox or IEAK config file
Up to 20 Quick Links can be defined for inclusion in Gearbox or IEAK config file
Up to 10 Help Menu items can be defined for inclusion in Gearbox config file
New receipt setup preference - Email Receipt Subject
Total count added to a few various reports
Non-fancy statements totaling less than $0.10 display properly
New web interface CD signup preference - Show All Dialup Numbers
Completed On 12/1/99
Non-fancy invoices totaling less than $0.10 display properly
Fixed problem when looking up dialup numbers via web interface
Added ability to view/edit Dialup Number unique ID
Completed On 11/30/99
Adjusted income/refund detail report spacing
Optional MacAuthorize plug-in works for mass billings
Completed On 11/29/99
Added Optigold ISP version to System Info screen
New employee preference - Keychain Name To Unlock At Logon
New employee preference - Keychain Password
MacOS 9 keychain can be automatically unlocked when logging in
Static IP Address field can be passed to customer letters as a variable
Area Code, Phone, Company Name, Email Name & Domain Name added to list of searchable fields on technical support web interface
Completed On 11/28/99
New Export To Accounting option - Export To QuickBooks
Completed On 11/27/99
'Our Gateway' broadband field can be passed to generated RADIUS files
Added native support for QuickBooks IIF file format
Completed On 11/25/99
Allowed emails via web interface takes into account slave accounts billing cycles on master
Fixed error in German invoices
Completed On 11/24/99
Unsaved changes to customer record are validated before auto server setup actions can be manually triggered
Printing individual letter to customer no longer does a print screen
New web interface CD signup preference - Signup Type
MIME type of IEAK config file set to 'application/x-internet-signup'
Gearbox info omitted when sending IEAK config file
Added broadband fields to variables that can be passed to RADIUS file
Added additional step for Gearbox/IEAK online signup - Dialup Number Selection
Completed On 11/23/99
Statements are sent to billing email address
New employee preference - Use MacAuthorize Via Plug-In
Added code to use MacAuthorize Hub directly instead of routing through client
Completed On 11/22/99
Past due notice letter passes billing address info instead of customer address
Variable submit to line preference applies to fancy invoices
Completed On 11/20/99
Commissions take into account multiple quantities on a single invoice
Length of time to pay commissions on new accounts can be specified on a per salesperson basis
Completed On 11/19/99
Dropped invoice delete dialog if not in browse mode
Completed On 11/12/99
Income Projection report was not properly taking into account first month
Completed On 11/11/99
Authorize CC button will default to virtual check if customer has bank account on file but no credit card
Added ability for IEAK/Gearbox configuration file to be sent at the end of registration process
Added report option to Pay Commissions screen
Completed On 11/10/99
Added a Delete All button to the null usage listing
Completed On 11/9/99
New/Canceled Accounts bar chart shows date chart was generated
Completed On 11/8/99
Balance due on fancy invoices bumped up a font size
Completed On 11/7/99
New web interface preferences section - CD Signup
Added Gearbox specific CD signup preferences
New salesperson web interface preference - Payment Info Is Mandatory
Added City & State fields to dialup number locator
Account class shown on domain server entry screen
New field added to products table - Commission Percentage
New field added to products table - Commission Amount
Commissions can be based on a per product basis (both percentage and/or flat amount)
New reports preference - Commission Sales Reports By Invoice Based On Close Date
New customer web interface preference - Email Delete Queued For Review
New billing preference - Approved Credit Card Releases Hold
Added support for Gearbox RMR file
Completed On 11/4/99
Stopped creation of duplicate audit record for email sent
Past due notices are emailed to billing email address if one is specified
Completed On 11/3/99
Minimum balance due for account cancelation takes into account requested cancels
New generic report variable - First Payment Date
New generic report variable - Billing Cycle Months Credit
Completed On 11/2/99
New billing preference - Bankcard Cards Start With 5160
New routing info field - Miscellaneous Routing 1
New miscellaneous preference - Miscellaneous Routing 1 Title
New miscellaneous preference - Default Miscellaneous Routing 1 Value
New miscellaneous preference - Slave Contact Info Set To Master's When Rebuild
Forced screen refresh added to individual letter printing
Forced exit of current record before individual letter routine starts
Forced exit of current record before mass mailing letter routine starts
Added a manual refresh button to individual and mass mailing letter screens
Completed On 11/1/99
Fixed problem with an individual new account letter triggering a mass mailing
Completed On 10/31/99
Fixed a few minor problems with new Outlook Express 5.0 for Macintosh email routines
Completed On 10/29/99
Added seamless support for SIMS mail server
New Auto Server Setup (SIMS/EIMS) preference - Server Application
New Auto Server Setup (SIMS/EIMS) preference - Require APOP Authentication
New Auto Server Setup (SIMS/EIMS) preference - Maximum Mailbox Size
Fixed some problems with sending individual letters via SMTP on a PC
Audit trail logs email letter title
Email audit trail logs mass mailings going out via email
Completed On 10/28/99
Switched variable on Change Password via customer web interface
Blank employee passwords can be used
Completed On 10/27/99
Prorating invoices takes into account 'No Time Credit' check
Completed On 10/25/99
Query to find customers due to be placed on hold works if no account types get placed on hold automatically
Query to find customers due to be canceled works if no account types get canceled automatically
Query to find customers to be invoiced works if no account types get invoiced automatically
New invoicing preferences - Invoice Customers With Scheduled Holds
Completed On 10/24/99
New past due account preference - 2nd Past Due Notice Always Paper
New past due account preference - Hold Credit Based On Customer's Expiration Date
Changed customer letter sending routines to use the same code as the mass mailing system
Cleaned up Macintosh email routines to conform properly to 'Use 3.0 Routines' preference
Completed On 10/23/99
New accounting report - 12 Month Income Projection
Completed On 10/22/99
Generic Domain Report can be triggered from Script menu
Generic Email Report can be triggered from Script menu
Completed On 10/21/99
New employee preference - Mac Email Application
New employee preference - Mac Email Use Program Linking
New employee preference - Program Linking Host Name
Added support for Outlook Express 5.0 for Macintosh
New invoice setup preference - Lower Horizontal Address Spacing
Invoice and statement return stubs conform to lower horizontal spacing preference
Completed On 10/20/99
Preprinted 2 style invoices can optionally not have return stub
Tech calls can be searched by login
Added generic report for tech support calls
Service record type preference read when creating account
Completed On 10/19/99
Fixed problem with tech call back request via customer web interface
Override Email Address added to hardcopy service record
Usage Allowed added to hardcopy service record
Dialup number search web interface can be searched on just area code (without prefix)
Completed On 10/18/99
Slightly changed preprinted invoice layouts
Completed On 10/17/99
Changed pre-sale quote system to take into account non-setup, one-time charges
Completed On 10/15/99
Fixed sorting problem on customer email web interface
Billing cycle can be automatically added when registering domains
Added ability to specify a email address to email domain registration form
Added miscellaneous data field to email records
Email Miscellaneous 1 can be passed to auto server setup scripts
Slave accounts can be imported in the same file as their master accounts
Completed On 10/14/99
New past due accounts preference - Past Due Letter 2 Title
New past due accounts preference - Use Past Due Letter 2 If More Than xx Days Past Due
Manually triggered RADIUS file export triggers defined executables
Added ability for line items and billing cycles to be automatically marked up (or down) by percentage
Completed On 10/13/99
Added support for multiple company names
Completed On 10/11/99
First domain login can be passed to letters as a variable
First domain password can be passed to letters as a variable
Tech support call log start date & time can be edited
Completed On 10/10/99
Fixed false error message Aliases file was giving during an upgrade
Fixed field placement on email password change script
Block usage triggers moved to work with merged usage data also
Completed On 10/8/99
PTC authorization file changed slightly
Slightly altered sales tax removal routine
Account Class shows on email server entry screen
Added support for QuickDNS Pro secondary name servers (pulling zone files from primary)
Added instructions to auto server setup screens for TCP/IP based program linking (shows when using MacOS 9.0 or higher)
Completed On 10/7/99
Server Account Entry list can be sorted by account type
Made some changes to buffer flushing routine when initiating a credit card authorization
Added security check when editing billing type drop-down menu
New miscellaneous preference - Allow Empty Logins In Authentication File(s)
Completed On 10/6/99
Added QuickDNS Pro foundation to auto server setup create/delete domains
Added optional Mail Server IP Address field to domains
Extra validation added when finished editing email
Allow entry into tech support notes field
Miscellaneous 5 and 6 fields can be passed to contact letters
New employee preference - New Tech Call Log Opens Detail
Added additional routines that create tech call logs
Added CNAME root options to QuickDNS Pro auto server setup
Added additional criteria for picking up possible blacklisted accounts
Added generic report to call activity search results screen
Auto server setup can automatically delete EIMS mail folders as needed
Added ability to edit static billing type drop-down menu
Multi-line company addresses taken into account on statements, invoices and quotes
Completed On 10/5/99
Cancelation from call activity search returns to customer info screen
Made the Modify Last Find function more intelligent
Completed On 10/4/99
Additional functionality added to Norwegian domain registration forms
Added support for MacRADIUS change password via customer web interface
Added support for MacRADIUS change password via tech support web interface
Empty time usage defaults to 9,999 hours allowed
Mass mailing routines changed slightly
Completed On 10/3/99
Forced a flush of authorization result buffer before authorization is triggered
Completed On 10/1/99
Added extra error checking to usage import
Added extra error checking to edit customer info via web interface
Changed status flag on online signup
Completed On 9/29/99
Bank deposit report can be sorted by check number
Screen goes back to customers due to bill list if virtual checks don't print properly
Added MacRADIUS auto server creation support to new accounts being added via salesperson web interface
Added color highlighted buttons to auto server setup screens
New auto server setup function - Change Email Password
Completed On 9/28/99
Hourly rate defaults to value set in Edit Products when setting up projects
Added ability to import pre-sale quote data directly into Project Setup
Added a grand total amount to the accounts due to bill report
Login, password and account type added to tab order on primary customer screens
Removed Usage Preference - Default Flag For Usage At
Default Flag For Usage At field added to products table
Completed On 9/25/99
Killed false error messages when sending a mass mailing to customers with expired credit cards
Line items and billing cycle items show number of hours they are worth without going to detail screen
'No Time Credit' preference applies to hours credit
'Ignore Quantity For Time Credit' preference applies to hours credit
Total hours credit shows on billing cycle summary
Completed On 9/24/99
Holding down shift key while printing will force open the print dialog (if you don't have it already open)
Added a system info section to My Stuff
Added seamless Finepoint Total Internet integration
First employee logged in forces a flush of record of employees currently logged in
Added internal double check for file consistency when performing an upgrade
Completed On 9/23/99
Changed routine for auto-closing invoices when running an individual credit card charge with PCAuthorize Hub
Split billing cycle items and invoice line item raw data export into two different functions
Added additional security check to customer web interface
New online signup web interface preference - Service Selection is mandatory
Completed On 9/22/99
Added support for registering new Norwegian domains
Added support for modifying existing Norwegian domains
Login added to customer address verification on receive payments screen when entering invoice number or customer number
Added print setup button in My Stuff section
Slightly changed billing cycle check when creating a manual invoice
Group Of button account counter removed
Completed On 9/21/99
Option added to send receipts as both paper and email at the same time
Added miscellaneous 1-4 fields to raw authentication export
Completed On 9/20/99
Added color highlighted buttons to seven primary customer screens
Added color highlighted buttons to preference screens
Added color highlighted buttons to employee setup screens
Completed On 9/19/99
Removed confirmation dialog from outgoing domain registrations
Completed On 9/17/99
Slightly changed proration calculation
Completed On 9/16/99
Increased possible salespeople from 50 to 100
Custom credit card export format can use billing address
Custom bank debit export format can use billing address
Expiration Date added to hardcopy service record
Completed On 9/15/99
Changed secondary tax exemption to be a percentage instead of dollar amount
Slightly changed special prorating subroutine
New auto server setup email preference - Create Account Creates Email
Decline logging and notice optional when running an individual credit card transaction
Created internal workaround for MacRADIUS group problem
Completed On 9/14/99
Added new secondary exemption sales tax options to sales tax preferences
New products table field - Can Be Secondary Tax Exempt
Authorized account check takes into account held accounts
Added support for secondary exemptions on billing cycle items and invoice line items
Changed sales tax calculations to take into account special secondary exemptions
Due date on upper portion of fancy invoice is right justified
Completed On 9/13/99
Searching for customers due to invoice no longer takes into account a scheduled hold date
Web server automatically triggers program linking to Finder when using Rumpus FTP server
Slave account product ID able to be passed to auto server setup scripts
Completed On 9/12/99
Added support for Norwegian letters
Completed On 9/8/99
Made some slight changes to invoice proration routines
Completed On 9/7/99
Fixed problem where imported block usage under certain circumstances wouldn't be subtracted from remaining time
Automatic closure of invoices checks for hours credit to be credited
Completed On 9/3/99
Spaces removed from postal codes when passed to credit card authorization systems
Completed On 9/2/99
New invoice setup preference - Always Use Message 1
New invoice setup preference - Show Due Date On Upper Invoice
Added ability to specify referral exceptions by account type
New miscellaneous preference - Send Tech Log Email To
Added ability to email tech call logs
New field added to products table - Hours Credit
New field added to usage screen - Remaining Block Hours Credit
Removed some unnecessary time validations
New usage preference - Default Hours Allowed
New usage preference - Auto-Invoice When Remaining Usage Falls Below
New field added to usage screen - Use Block Usage System
Modified customers to be invoiced query to include block usage hour customers that are due to be invoiced
Block usage customers can be automatically placed on hold if they get to zero hours remaining
New past due account preference - Minimum Days Past Due Before Finance Charges Can Be Assessed
Completed On 9/1/99
Account class can be passed to RADIUS export format definition
Completed On 8/31/99
Added the ability for fancy invoices to have an extra line for description per line item
Completed On 8/30/99
Made some changes to the fancy invoice layout
Added support for thousandth separator in previous balance on invoices
Added support for thousandth separator in balance due on invoices
Removed check for 'E1' response code when authorization individual transactions
Completed On 8/29/99
Changed sequence of actions after an approved individual transactions
Fixed labels for survey questions reports 8-14
Survey question results can be properly displayed as pie charts
Changed survey question report headers
Completed On 8/28/99
Account Type added to hardcopy service record
Account Class added to hardcopy service record
Completed On 8/25/99
Made some changes to the HTML formatting of the troubleshooter
Changed routines that cancel a manual status adjustment
Changed routines that cancel a manual expiration date adjustment
New email auto server setup preference - Assume Actions Were Successful
New accounts preference - Changing Class Resets Server Entry Flags
Tech support web interface shows account type and class
New employee preference - InterNIC Forms From Email Address
Slightly changed Macintosh telnet routines
Completed On 8/23/99
Rebuilt 'Show All' script in product sales reports
Completed On 8/19/99
Added an Omit button to the customer list view
Completed On 8/18/99
New invoicing preference - Invoice Number Based On Date
Completed On 8/17/99
Country shows on domain registration screen
Reactivation of a canceled account prompts you to queue account for auto server setup
Added ability to permanently manually delete referral credit from happening for a customer
Screwy Time Credit option in clean up also returns non-slave/non-comped accounts with zero time credit billing cycles
Added ability to specify account type exceptions for MacRADIUS server actions
Added ability to specify account type exceptions for FTP server actions
Tech support call back request can be cleared via tech support web interface
Completed On 8/16/99
Web enabled Server Account Entry
Modified troubleshooter CDML to optionally disallow access
Modified dialup number locator CDML to optionally disallow access
Modified employee timeclock CDML to optionally disallow access
Changed Bank of Montreal export calculation slightly
Added support for IMAP enabled logins in EIMS 3.0
Added support for auto-creation of domains in EIMS 3.0
New auto server create EIMS email preference - Create Domains As Needed
Completed On 8/15/99
New employee preference - Auto Server Setup Via Web
New web interface preference - Allow Use Of Dialup Number Locator
New web interface preference - Allow Use Of Troubleshooter
New web interface preference - Allow Use Of Employee Timeclock
New web interface preference - Allow Use Of Auto Server Setup
Completed On 8/13/99
Added additional support for international invoices
Changed PCAuthorize Hub individual transaction routines
Use Minimal Credit Card Info can be applied to MacAuthorize/MacAuthorize Hub
Use Minimal Credit Card Info can be applied to PCAuthorize/PCAuthorize Hub
New accounts preferences - Default Billing Cycle Product
Default billing cycle product can be auto entered when creating a new account normally or turning a contact into an account
Greatly increased speed of assigning customer ids when importing customers
Fancy invoice objects can dynamically slide up to eliminate wasted space
Cleaned up routines for authorizing individual transactions via MacAuthorize Hub
Cleaned up routines for authorizing individual transactions via PCAuthorize Hub
Individual authorizations with MacAuthorize Hub records various info about transaction in payment notes
Unapproved credit cards run in batch mode are recorded for review after batch is complete
Completed On 8/12/99
Currency symbol removed from invoice total at bottom of invoice
Added new decline codes for ICVerify Decline Import Type 2
Added Norwegian language support
New invoice setup preference - Show Credit Card Portion Of Return Stub
Completed On 8/11/99
Corrected spelling error of 'Protocol'
New planner option - Public Can Edit
Tightened security for editing ability of public planner records
Moved finance charge preferences from billing to past due account preferences
New billing preference - Auto Send Decline Letter From Payment Queue
Added ability to expire offer codes based on date
Added ability to expire offer codes based on times used
Referral credits based only on setup fees works correctly
Changed how tech support calls are logged
Added new routines for changing account status manually
Added new routines for changing expiration date manually
Changed how balance due is searched upon
Added error checking when opening 'Web Security.fp3' automatically when logging in as web server
Added error checking for Windows SMTP gateway (checking for telscrpt.exe file)
Added error checking for Windows whois gateway
Added error checking for Windows telnet gateway
Completed On 8/10/99
Fixed problem where certain settings would cause MacAuthorize Hub to not be able to run individual transactions
Completed On 8/11/99
Fixed double invoice printing
Completed On 8/5/99
New import option - Import Domains
New import option - Import Emails
New import option - Import Billing Cycles
New import option - Import New Charges
New import preference - Auto-Send New Charge Invoices
Completed On 8/4/99
New billing preference - Billing Use Set To None After Decline
Added ability to prorate invoices that have no time credit
Added account status to salesperson web interface (account list)
Secondary lines of multi-line addresses align properly horizontally
Consolidated 'Use Preprinted Invoice Forms' and 'Use Postcard Invoices' to a single 'Fancy Invoice Type' preference under Invoice Setup
New fancy invoice type - Preprinted 2
Usage import file field mapping only shows if employee is a power user
Import Customers button split into Import sub-menu
New import option - Import Customers
New import option - Import Contacts
Completed On 8/3/99
Billing Cycle Product ID can be passed to auto server setup functions
Completed On 8/2/99
Region can be auto-entered based on zip code
Rewrote whois protocol code within telscrpt.exe
Completed On 7/29/99
Billing cycles portals sort by product ID when using FileMaker Pro 4.x
Added ability to define multiple merchant rates for different card types in reports preferences
New section in maintenance & preferences - Offer Codes Setup
Added offer code support when setting up new customer
Added offer code support when turning contact into customer
Added offer code support to web interface online signup
Completed On 7/28/99
Rewrote telnet gateway code within telscrpt.exe
Framed routing can be passed to auto server setup functions
Product Sales Report options are saved on a per employee basis instead of a global company preference
New product sales report preference - Show Pending Account Invoices
Separate customer billing country can be specified
Added search functionality to troubleshooter
Upgrade process cannot be aborted
Added search functionality to troubleshooter via web
Email shut off date can be passed to auto server setup functions
New accounts preference - Automatically Create Email That Matches Login
Added option to reset product sales report options to default values
Signup web interface preference 'Credit Card Mandatory' changed to 'Payment Mandatory'
New signup web interface preference - Credit Card Payment Available
New signup web interface preference - Bank Debit Payment Available
New signup web interface preference - Virtual Check Payment Available
Modified online signup web interface to support signups with bank debits and/or virtual checks
Modified salesperson signup web interface to support signups with bank debits and/or virtual checks
Completed On 7/27/99
Product Sales Report shows expiration date when summarized by expiration date
Completed On 7/26/99
Removed SMTP email invoice pause when sending a single invoice
Framed protocol can be passed to auto server setup functions
New customer web interface preference - Customer Must Be Current
Completed On 7/25/99
VisaNet export format updated
Completed On 7/23/99
When doing mass invoice deletions, invoices and just tagged for deletion
Completed On 7/22/99
New billing preference - Flip Last 3 Digits Of Transit Number On Virtual Checks
Fixed server setup message at the end of online signup screen
Completed On 7/21/99
Added ability to delete billing cycle items from the slave account screen
Customer web interface use can be restricted by account type
New web interface preference - Path To Web Security Database
Authorize CC button dynamically changes to Print VC for virtual check customers
Added ability to print a single virtual check for a customer
Altered auto server setup functions via automated tasks
New miscellaneous preference - Tag Is Mandatory On Emails
New miscellaneous preference - Tag Is Mandatory On Domains
Reworked entire web interface for exponetial speed increase
Automated Macintosh application linking enabled for automated tasks
Completed On 7/19/99
Altered routines that optionally use alternate message 1 on invoices
New company preference - CC Letters To
Domain IP Address added to variables that can be passed to letters
Termination Date added to variables that can be passed to letters
New past due account preference - Minimum Nunmber Of Days Between Past Due Notice
Recoded routines that figure who is due for a past due notice to take into account individual customers instead of based on account types
Removed past due account preference - Ignore Last Past Due Notice Date
Completed On 7/18/99
New technical support report - Open Trouble Tickets
Slightly altered routines for sending a mass mailing
Completed On 7/16/99
Made a minor adjustment to French invoice
Product Sales report can be summarized by expiration date
New billing preference - Print MICR Single Line Lower
Made a some adjustments to MacAuthorize Hub batch mode authorization routines
Completed On 7/15/99
Generic reports can be sorted by account class
Completed On 7/14/99
WebAuthorize added to list of credit card processors
PC Batch added to list of credit card processors
Rumpus FTP added to applications that web server automatically links to
Virtual checks are taken into account when sending generated invoices
Non-fancy statements generated for a found set print at the correct size
Invoice wording changed for virtual check customers
Allow decline notices to go out when payment is manually declined
Secondary tax added to pre-sale quote total
Completed On 7/13/99
Bank Deposit Report shows total number of payments
Made cosmetic adjustments to product list view
New employee preference - Default Sort Order
Added a list view option under the Script menu
Changed sales tax calculation
Added MacRADIUS auto server setup functions for online signup
Made some changes to the invoices sent audit trail routines
Macintosh web server will automatically enable program link when web server is activated
Added Cost Per Unit to product table
Product Sales Report can optionally show cost
Completed On 7/12/99
Changed routine that evaluates how a past due notice is sent
Completed On 7/10/99
Killed false error message when sending hardcopy past due notices
Completed On 7/9/99
New credit card export format - VisaNet
New billing preference - Virtual Checks Are 3 Per Sheet
Added support for 3 virtual checks per sheet
Multi-page fancy invoices show invoice number and page number on secondary pages
Completed On 7/8/99
Bill CC/Debit Customers button renamed to Bill Customers
New billing preference - Hide Virtual Check Font Check Dialog
Modified the bill customers routines to support virtual checks
New billing preference - Auto-Send Receipts
Bill Negative Balance preference ignored when generating virtual checks
Split salesperson web interface into sub-modules
Completed On 7/7/99
Completed print layout for virtual checks
Virtual Check added as an option to 'Billing Use'
Billing Use changed from radio buttons to drop-down box
Added bank name to account entry screen
Completed On 7/6/99
New miscellaneous preference - Prompt To Add Billing Cycle Item After Email
New miscellaneous preference - Prompt To Add Billing Cycle Item After Domain
Email window behavior slightly changed
Domain window behavior slightly changed
Cursor goes to Product ID field when a new billing cycle item is added
New Rumpus FTP preference - Root Folder Path
New Rumpus FTP preference - Use Subfolder
New Rumpus FTP preference - Auto Create/Delete Folder As Needed
Added routines that creates user folder when creating FTP account via Rumpus FTP
Added routines that deletes user folder when deleting FTP account via Rumpus FTP
Added full path to Rumpus FTP user folder
Completed On 7/5/99
Credit card decline codes are user definable under the codes section of the billing preferences
Credit card decline logged to notes based on defined decline codes
Credit card decline letter based on defined decline codes
New past due accounts preference - Past Due Notice Letter Type
Automatic past due notices can be sent via hardcopy by using the letter type preference
Mass mailing letter title is an employee level preference instead of company level
Mass mailing send via is an employee level preference instead of company level
New miscellaneous preference - Transfer Contact Call Activity To Customer
Months To Include Account On Commission Sales Report preference moved from miscellaneous to reports
Non approved credit card authorization codes updated to reflect new codes
Completed On 7/2/99
Output filename changed for TD Canada export file
Completed On 6/24/99
Search routines for automated tasks billing changed slightly
Completed On 6/23/99
'Group Of' list shows billing cycle amount
'A HREF' tag fixed in HTML Generation routines
Completed On 6/22/99
Special Exemption section added to Sales Tax preferences
Products can be specially tax exempt on a per product basis
Going directly to main menu from an open invoice checks sales tax
Past due notice letter title transfers properly when printing hardcopy past due notices
Usage can be searched on usage allowed
Completed On 6/21/99
Added native auto server setup create support for Rumpus FTP server
Added native auto server setup cancel support for Rumpus FTP server
Added native auto server setup hold support for Rumpus FTP server
Added native auto server setup restore held support for Rumpus FTP server
Added native auto server setup change password support for Rumpus FTP server
Completed On 6/18/99
Pause between outgoing invoices via SMTP setting applies to Macintosh also
Completed On 6/16/99
New past due accounts preference - On Hold Accounts Can Get Past Due Notice
New past due accounts preference - Canceled Accounts Can Get Past Due Notice
Completed On 6/15/99
New employee preference - Hide Queue Label Dialog
First Domain can be passed as a variable to letters
First Email can be passed as a variable to letters
Online signup within salesperson web interface updated
Spacing allowed for address on preprinted invoices extended
Clean up of null call activities takes asset log into account
Event logger added to asset management section
Completed On 6/11/99
New accounts preference - Customer Expires On Pending Approval Date
Completed On 6/10/99
Bank Of Montreal bank debit export format added
Cannot invoice a project if there are not any unbilled hours
Completed On 6/9/99
New Accounts Report can be summarized by status
Canceled Accounts Report can be summarized by status
Finished the automatic invoicing portion of projects
New miscellaneous preference - Maximum Number Of Lines On A Statement
Statement generation code altered to optionally roll first items into a balance forward
Fixed formatting of Italian invoice dates
Fixed formatting of Portuguese invoice dates
Invoice 'Stern Wording' preference also applies to statements
Invoice 'Use Account Expires On Line' preference also applies to statements
Completed On 6/6/99
Tech Support web interface can optionally search on 'Tech Call Back Needed' flag
Tech support web interface list of customers results shows if customer needs a call back
New web interface preference - Product Available In Slot Two
New web interface preference - Product Available In Slot Three
Web interface online signup records country properly
Web interface online signup records miscellaneous fields properly
Two additional services can be optionally signed up for on the online signup web interface
Completed On 6/5/99
Online signup no longer reveals owner of email alias when it's in use
Completed On 5/31/99
Allowed usage of invoice advertisement number five
Invoice ads work properly if you use sequential ads that are not in sequential order
Completed On 5/27/99
Fine tuned the projects functionality
Completed On 5/26/99
Finished core functionality of new projects section
Completed On 5/24/99
New reports preference - Survey Reports Based On Establish Date
Added a 'Reply' button when viewing an assigned To-Do (replies as a message)
Completed On 5/21/99
New accounts preference - Characters To Use For Generation
Made some minor cosmetic adjustments to the hardcopy service record
Previous balance rounded to nearest cent
Completed On 5/19/99
Made some adjustments to TD Canada bank debit export format
Added additional error checking to routine that deletes all invoices tagged for deletion
Customer numbers can be assigned via the web interface without security restrictions
Completed On 5/18/99
Salesperson added to list of variables that can be passed to customer letters
Referred By added to list of variables that can be passed to customer letters
Referred From added to list of variables that can be passed to customer letters
New billing preference - Verify Bank Transit Number
New reports preference - Customers To Be Billed Sorts By Credit Card Number
Completed On 5/17/99
Domain Server Entry report shows correct domains
Email Server Entry report shows correct emails
When authorizing individual credit cards with PC Authorize or MacAuthorize, hide confirmation dialog preferences works properly
Bank Name added to bank debit tracking info
Bank Name added to AuthorizeNet export format
Completed On 5/14/99
New customer web interface preference - Email Accounts Created On Mail Server
New online signup web interface preference - Delete Customer Record If Credit Card Declines
Completed On 5/13/99
Maximum billing cycle items shown on hardcopy service record increased from 10 to 50
Generate RADIUS File button shows confirmation dialog when used
RADIUS file config button added to Server Stuff section
Export Raw Authentication Data preference added to RADIUS File Config screen
Added ability to custom configure accounting exports
Added Peachtree defaults to custom configure accounting exports
Completed routines that export customer data to accounting system
Added ability to specify date range for accounting exports
Completed routines that export payment data to accounting system
Completed routines that export invoices data to accounting system
New invoicing preference - First Invoice Only Has Setup Fees
New accounts preference - Cancel Domains/Emails When Customer Canceled
Completed On 5/12/99
Changed routine slightly that closes open invoices when an individual credit card authorization is approved
Top margin of statements changed from .75 inches to .5 inches
Non-fancy statements can be printed with a smaller point font
Changed past due notices query when using the 'Ignore Last Past Due Notice Date' preference
Accounting Exported Flag added to customer table
Accounting Exported Flag added to invoice table
Accounting Exported Flag added to payment table
New export to accounting preference - Export Only New Items
New export to accounting preference - Export Only Closed Invoices
New export to accounting preference - Export Only Current Accounts
Completed On 5/11/99
Printing of country on addresses works properly
Completed On 5/10/99
New section added to maintenance & preferences - Export To Accounting
New employee preference - Export To Accounting
Completed On 5/9/99
Made some cosmetic adjustments to the customer web interface
New customer web interface preference - Customer Can Request Tech Call Back
Made some adjustments to the customer web interface to optionally include tech call back request toggle
New bank debit export format - AuthorizeNet
Completed On 5/8/99
New accounting report - Monthly Income Average
New accounting report - Monthly Income Average Summary
New employee preference - Bar Chart Canceled/New Accounts Reports
Users Gateway added to broadband tracking
Users Netmask added to broadband tracking
DHCP Server IP Address added to broadband tracking
Broadcast IP Address added to broadband tracking
Routing Protocol added to broadband tracking
Notes added to broadband tracking
Completed On 5/7/99
Employees can check timeclock status via web
Commission charts return to reports/charts page 1 instead of page 2
New employee preference - Pie Chart Canceled/New Accounts Reports
15 additional canceled accounts charts
15 additional new accounts charts
Completed On 5/6/99
Employees can clock in/out via web
Optigold ISP web interface menu added that lists all web enabled parts of Optigold ISP, including links to them (menu.html)
Fixed looping problem when creating an individual reactivation fee
Minimum finance charge is on a per customer basis instead of a per invoice basis
Completed On 5/5/99
PC Authorize Hub transactions work properly when authorizing an inactive credit card
Workstation running web interface will automatically open Trouble_.USR table
New online signup web interface preference - Show Country
New customer web interface preference - Show Dialup Numbers
New tech support web interface preference - Show Dialup Numbers
If a matching dialup number is on record, it can be optionally displayed on the customer web interface
Dialup numbers can be searched upon via the web
If a matching dialup number is on record, it can be optionally displayed on the tech support web interface
Completed On 5/4/99
New customer web interface preference - Access Logged To
Customer web interface access can be logged to miscellaneous 1-4
Subtotal label on invoice renamed to Invoice Total
Contact picture (or business card) can be stored in the contact manager
Added ability to pick which emails can be deleted via the customer web interface
Scheduled hold date taken into account when figuring which customers are due for an invoice
Amount received added to payment entry screens
Change due can be automatically calculated for payment entries
Amount Received variable can be passed to payment receipt
Change Due variable can be passed to payment receipt
Override Email Address variable can be passed to payment receipt
Phone_.USR table added
Project_.USR table added
New section added to maintenance - Dialup Numbers
New employee access privilege - Edit Dialup Numbers
Added 'Dialup Numbers' button to customer technical support section
Added ability to add notes to individual dialup numbers
Dialup Number variable can be passed to customer letters
When calculating a customers phone number prefix, prefixes that aren't 3 characters are also taken into account for phone numbers outside North America
New report - Dialup Phone Numbers
Completed On 5/3/99
Made some changes to the ICVerify type 2 decline import file routines
Completed On 5/2/99
Email tag variable can be passed to auto server create email
Email tag variable can be passed to auto server delete email
Domain tag variable can be passed to auto server create domain
Domain tag variable can be passed to auto server delete domain
Completed On 4/29/99
Company name added to Customers Due For An Invoice report
Generic payment reports can optionally be previewed
Customers can manage their own emails/aliases via web
Change password support added to web based email management
Change email password via web can hook into EIMS
Delete email support added to web based email management
Delete email via web can hook into auto server setup functions
Create email support added to web based email management
Create email via web can hook into auto server setup functions
Domain specific emails can only be created if customer owns that domain
New clean up item - Customers With No Payment
ICVerify export format supports credits
Completed On 4/28/99
Product Sales report can be summarized by salesperson
Product Sales report can be summarized by salesperson & product
Fixed printing of a found set of fancy statements
Customer call activities can be searched on creator
Customer call activities can be searched on creation date
Completed On 4/27/99
New reports preference - Product Sales Report Summarized By Salesperson Sub-Summarized By Product
Completed On 4/26/99
New billing preference - ICVerify Decline Import Type
Added additional ICVerify style decline import
Employee picture can be kept on file
Cleaned up various web interface HTML
New customer web interface preference - Customer Can View Email Accounts
New customer web interface preference - Customer Can Create Email Accounts
New customer web interface preference - Customer Can Delete Email Accounts
New customer web interface preference - Customer Can Change Email Passwords
Completed On 4/25/99
Secondary tax shows on fancy and non-fancy contact quotes
Web customer satisfaction survey redesigned
Web customer satisfaction survey no longer needs world edit access via web security database
Completed On 4/24/99
Authentication export file renamed to authent.txt
New miscellaneous preferences subsection - RADIUS File Config
New radius file config preferences - column 1
New radius file config preferences - column 2
Default Ascend RADIUS file format defined
Default Livingston RADIUS file format defined
RADIUS export file can be completely customized now
Assignment of customer ID when importing customers has a counter now
Added secondary tax functionality to contact quotes
Completed On 4/23/99
Added a halt script step after printing a receipt
Removed pause after sending individual receipt via SMTP
Gateway added to broadband tracking screen
Netmask added to broadband tracking screen
Gateway added to 'More...' new account entry subscreen
Netmask added to 'More...' new account entry subscreen
Completed On 4/22/99
You can specify the number of emails allowed in the edit products section
Emails Allowed added to billing cycle items table
When creating a new email, a check is performed to make sure customer isn't over allowed number of emails
New miscellaneous preference - Check If Number Of Emails Are Over Allowed Amount
Completed On 4/21/99
Added a 'Show More...' button so you can view up to 20 billing cycle items for a customer at once
Formatting of previous balance on invoices altered slightly
Reactivation fee can be applied to a customer that is automatically reactivated via a server setup script
Change password via tech support web interface code finished
First & last name used on domain registration form if there is no company specified
Completed On 4/20/99
New sales tax preference - Tax Exempt Customers Charged Secondary Tax
New sales tax preference - Tax Exempt Products Charged Secondary Tax
New sales tax preference - Use Secondary Tax
Recoded invoice sales tax routines to take into account an optional secondary tax
Credit cards can optionally be billed instantly during new account entry
Credit cards can optionally be billed instantly during pending account approval
Billing cycle item detail close window routines changed slightly
'Group Of' button works for slave accounts too
New employee preference - Group Of Button Shows List
'Group Of' button optionally shows list of accounts in group for selection
Employee preferences on Edit Employees screen moved to separate subscreen
Generic reports can be sorted by city
Generic reports can be sorted by state
Generic reports can be sorted by zip code
Change password seamlessly when using EIMS
New web interface preference - Tech Support Can Change Password
Tech support web interface changed to accommodate ability to change user password
Completed On 4/19/99
Maximum number of items on a quote increased from 10 to 20
Added ability to calculate sales tax to pre-sale quotes
Sales tax rate can be set on a per contact basis
New sales tax description preference - Secondary Sales Tax Description
'Sales Tax Description' button added to sales tax preference screen
New sales tax preference - Secondary Tax Percentage
New sales tax preference - Sales Tax Taxed Secondary Tax
Completed On 4/16/99
Generic domain reports can be optionally previewed
Generic email reports can be optionally previewed
New report - Domains To Be Entered On Server
New report - Domains To Be Removed From Server
New report - Emails To Be Entered On Server
New report - Emails To Be Removed From Server
Completed On 4/15/99
Generic reports can be sorted by last name
DSL subsection renamed to Broadband subsection
PVC Number field added to customer table
Circuit Type field added to customer table
Circuit Interface field added to customer table
PTC 3 credit card export format added
Login portion of RADIUS generation file routines fixed
Completed On 4/14/99
Balance due and balance due summary added to Past Due Accounts report
New billing preference - Payment Code
New billing preference - Account Number
New billing preference - Next File Creation Number
TD Canada bank debit export format added
DSL Tracking subsection added to routing info screen
DSL DLC Number field added to customer table
DSL Static IP Address field added to customer table
DSL Circuit ID Number field added to customer table
DSL VPI Number field added to customer table
DSL VCI Number field added to customer table
DSL fields added to new 'More...' new account entry subsection
Completed On 4/13/99
Separate billing email can be specified without specifying billing address
Completed On 4/12/99
New employee preference - Export Generic Report
Generic reports can now be exported
Completed On 4/9/99
Slightly altered salesperson web interface validation routine
Completed On 4/8/99
Added ability for all due commissions to be paid at once
Commissions can be paid automatically via automated tasks
Corrected validation of InterNIC contact registration form
Corrected validation of InterNIC host registration form
Report button added to Accounts Due For Past Due Notice List
Accounts can be setup automatically via automated tasks
Debugger mode added to automated tasks 1
Completed On 4/7/99
New reports preference - Income/Refund Report Summarizes By Creator
New invoicing preference - Swap Invoice Number Dash With A Zero
One-time audit file format update happens after an upgrade now
'Resolved' field can be used on the tech support web interface
Added new preferences for paying commissions via automated tasks
Added new preferences for auto server setup via automated tasks
Completed On 4/6/99
New invoice setup preference - Show Balance Due
Show Previous Balance invoice preference also works with fancy invoices
New employee preference - Tech Support Web Interface Sort
New employee preference - Tech Support Web Interface Display Number
New tech support web interface preference - Use
New tech support web interface preference - Show Password
Technical Support web interface added
New employee security - Tech Support Via Web
New employee preference - Import
Import Customers security changed a little to make it more flexible
Completed On 4/5/99
Sales tax percentage properly auto-entered when creating a new account
New invoice setup preference - Show Credit For Negative Balance Due
Slightly changed non-fancy invoice customer address formatting
Completed On 4/4/99
Check domain availability works from secondary main menus (fastest, faster and most info)
New referral preference - Referrals Paid Multiple Times
New referral preference - Multiple Referral Credits Paid For xx Months
Completed On 4/3/99
New invoicing preference - Daily Invoice Number Starts At
New option under script menu - Modify Last Find
Script menu items reorganized
Completed On 4/2/99
Added update button to the audit history screen
Completed On 4/1/99
RADIUS export file format changed slightly
Yet more adjustments to postcard invoice layout
Mass billing cycle change allows to change product ID in addition to price
National Automated Clearing House Association (NACHA) bank debit export format added
New invoicing preference - Auto Change Billing Cycle Items When Needed
Added billing cycle item field - Item Changes On
Added billing cycle item field - Item Changes To
Billing cycle item drop-down box shows only billing cycle products on detail screen
Completed On 3/31/99
More adjustments to postcard invoice layout
Alternate phone 1 added to customer call back screen
Alternate phone 2 added to customer call back screen
Customer number added to customer call back screen
Replace functionality added to contact manager
Completed On 3/30/99
Made some adjustments to postcard invoice layout
Confirmation dialog added when canceling a payment
New invoicing preference - Commission Invoices Have Salesperson
Completed On 3/29/99
Declined payments in payment queue log declines to customer notes properly
Non-fancy statements conform to horizontal address adjustments
Reseller web interface allows for account creation without payment
New preferences section - Referrals
Sales tax preferences moved from accounts to company preferences
Referral preferences moved from accounts to referral preferences
New referral preference - Referral Amount Equal To xx% Of Setup Fees
Referral credit routines changed to take into account many different types of referral schemes
New invoice setup preference - Use Postcard Invoice Forms
New invoice setup preference - Swap Message 1 On First Invoice
New invoice setup sub-section - Alternate Message 1
Added new invoice form format (pre-printed postcards)
New miscellaneous preferences sub-section - Whois Servers
New employee preference - Whois Server
Increased number of defined whois servers from 1 to 20
Completed On 3/25/99
Give Mass Referral Credit After xx Days added to accounts preferences
New report - Customers Due For Referral Credit
Mass Referral Credit functionality completed
Cleaned up formula that generates report start/end dates automatically
Completed On 3/24/99
Country conforms to horizontal spacing preference for addresses
Auto account setup for online signup works from Macintosh web server
Edit Users and Edit Groups button consolidated into a single button on the main menu
New employee security - Referral Credits
Referral Credits button added to main menu
Completed On 3/23/99
New miscellaneous preference - Whois Server
New miscellaneous preference - Whois Wait Until
MacAuthorize verbose return code shown for individual credit card decline
Removed import customers button from main menu
New button on the main menu - Check Domain Availability
Check Domain button added to customer routing info screen
Check Domain button added to InterNIC domain registration section
Added whois gateway to telscrpt.exe
Added whois functionality to Macintosh through BetterTelnet
New company preference - Pause Between Invoice SMTP Messages
Outgoing invoices sent via SMTP can be slowed down if needed
Fixed false error message on online signup web interface
Completed On 3/22/99
Billing Cycle Total is run through a currency formatting routine in generic reports
Default Miscellaneous Fields Value moved from accounts preferences to miscellaneous preferences
New miscellaneous preference - Default Miscellaneous 1 Value
New miscellaneous preference - Default Miscellaneous 2 Value
New miscellaneous preference - Default Miscellaneous 3 Value
New miscellaneous preference - Default Miscellaneous 4 Value
Customer number moved to all seven primary customer info screens
Publish Home Page Address moved to routing info screen
Assign and release customer number button consolidated into a single button
Security of customer number assignment button changed slightly
Completed On 3/21/99
New employee preference - Check Planner At Logon
Completed On 3/20/99
Added sales tax definition section to Accounts Preferences
Changed sales tax selection routines to read from sales tax definition table
Slightly changed the routine that validates unique email addresses
'%' allowed in telnet sessions if you are doing it from a Macintosh
Completed On 3/19/99
New auto server setup create/delete email (EIMS) preference - Canceled Account Deletes Email
New auto server setup create/delete email (EIMS) preference - Create Account Creates Email
New auto server setup (MacRADIUS/EIMS) preference - Assume Actions Were Successful
Slightly changed liability amount calculation
Tech support call reports include call length
Completed On 3/18/99
New miscellaneous preference - Show Credit Card On Hardcopy Service Record
New billing preference - Hide Individual Billing Confirmation Dialog
New usage preference - Maximum Charge For Excessive Time Usage
New usage preference - Maximum Charge For Excessive Bandwidth
New invoice setup preference - Show Cents
Invoice output generation routines changed slightly to optionally not show cents
Statement output generation routines changed slightly to optionally not show cents
Completed On 3/17/99
Added complete verbose results for credit card declines
Completed On 3/16/99
Added auto server setup for EIMS create email
Added auto server setup for EIMS delete email
Added Macintosh telnet and EIMS triggers from within email itself
Added verbose error messages for EIMS actions
New auto server setup create/delete email (EIMS) preference - Hold Disables Login
New auto server setup create/delete email (EIMS) preference - Hold Disables Account
New auto server setup create/delete email (EIMS) preference - Enable Login For Aliases
Completed On 3/15/99
Technical contact on domain registration forms can be set to customer
Translation of French invoices changed slightly
Completed On 3/14/99
Messages sent to all employees includes only active employees
Added button to delete individual usage line items
Completed On 3/13/99
New miscellaneous preference - Employees Included In Individual HTML Generation
Business HTML listing uses first domain entered for account instead of first alphabetically
Completed On 3/12/99
Added auto server setup for MacRADIUS create account
Added auto server setup for MacRADIUS hold account
Added auto server setup for MacRADIUS restore account
Added auto server setup for MacRADIUS cancel account
Added auto server setup for MacRADIUS change password
Added auto server setup for MacRADIUS check login
Added support for secondary MacRADIUS server
New option under server stuff - Rebuild MacRADIUS
Added support for telnet cancel on Macintosh
Added support for telnet change password on Macintosh
Added support for telnet check login on Macintosh
Added support for telnet create on Macintosh
Added support for telnet generic 1 on Macintosh
Added support for telnet generic 2 on Macintosh
Added support for telnet generic 3 on Macintosh
Added support for telnet hold on Macintosh
Added support for telnet restore held on Macintosh
Added support for telnet billing cycle on Macintosh
Added support for telnet email create on Macintosh
Added support for telnet email delete on Macintosh
Added support for telnet domain create on Macintosh
Added support for telnet domain delete on Macintosh
Completed On 3/11/99
Payment type of 'CrCd' counted as a credit card for merchant charges calculations
Fixed potential problem with 'Restore From Holds' not being logged to notes when they should be
Action logs triggered during telnet sessions
Customers w/o Billing Cycles clean up item omits canceled and slave accounts
Inactive credit cards can be billed manually
Increased flexibility of security of billing items
New usage preference - Merge Duplicate Months Usage When Importing
Rebuilt usage import routines to give the ability to optionally merge duplicate month data
Added omit function to Pay Commissions section
Completed On 3/9/99
Payment type of 'CC' counted as a credit card for merchant charges calculations
Completed On 3/6/99
New miscellaneous preference - Show Country On Addresses
Country can be shown on queued labels
Country can be shown on invoices
Country can be shown on statements
Country can be shown on envelopes
Billing Cycle Total added to list of variables that can be passed to generic reports
Completed On 3/5/99
New accounts preference - Maximum Referral Credit Is
Completed On 3/3/99
Cursor goes into login field after entering a received payment
Completed On 3/2/99
Verbose decline codes can be logged to notes automatically
New past due accounts preference - Release From Hold Logged To Notes
New past due accounts preference - Reactivation Logged To Notes
Verbose return codes shown when viewing network response code
Assigned to-dos that have been read can be reviewed by sender
Customer Number added to list of variables that can be passed to payment receipts
Vendor columns can be sorted
Added a 'Find' button in the vendors section
New past due accounts preference - Canceled Customers Can Get Finance Charges
New past due accounts preference - Held Customers Can Get Finance Charges
New reports preference - Bank Account Number For Bank Deposit Report
New clean up item - Customers w/o Billing Cycle
New clean up item - Bad Credit Cards
Added 'Mass Envelope Printing' button in maintenance
New miscellaneous preference - Return Address Printed On Envelopes
Calculate Overtime On Timecard Reports moved from miscellaneous to reports preferences
Completed On 3/1/99
Login shows correctly on the Billing Cycle Products report
Completed On 2/24/99
Added a non-sorting invoice relationship for use with the liability amount calculation
Completed On 2/22/99
Slightly changed the way that customer licenses are validated
Completed On 2/19/99
New billing preference - eFunds Style Decline Import
Tab order changed on receive payments screen
When receiving payment based on customer number, the customer number field is cleared after payment is posted
Completed On 2/18/99
Added ability to import eFunds return file
Completed On 2/17/99
Changed the way that duplicate aliases are checked when entering a new account
Approvals can be automatically posted when importing an ICVerify style decline import file
New web interface preference - Email Address To Notify After Signup
Notification email can be automatically sent when customer signs up via online signup
Notification email can be automatically sent when reseller signs up customer via online signup
Overrides can retain default values when editing via web interface
New tech support chart - Tech Calls By By Hour
Open invoices can be viewed from the salesperson web interface
Completed On 2/16/99
Automatically sending credit card decline letter from payment queue works properly
You can automatically tag expired credit cards for nonuse in the 'Customers w/ Expired CC' section
Completed On 2/15/99
Credit card types are automatically calculated instead of pulling card type from Hub processors
Completed On 2/11/99
Check Login server setup script can be triggered from button on initial account entry screen
Ignore Quantity For Time Credit field added to products table
Ignore Quantity For Time Credit default value read from products table
Added auto server triggers for billing cycle items under script menu
Completed On 2/10/99
Rewrote telscrpt.exe read socket routines to increase speed
Expiration Date can be passed to letters as a variable
Employee login can be passed to telnet scripts as a variable
Added echo option to telnet scripts
New auto-server setup option - Generic 2
New auto-server setup option - Generic 3
New auto-server setup option - Check Login
New auto-server setup option - Billing Cycle
Completed On 2/9/99
Added dynamic echo/display functionality to telscrpt.exe
Completed On 2/8/99
Date range routine changed on tech reports
New reports preference - Show Merchant Rates On Income/Refund Reports
New reports preference - Billing Cycle Products Only Shows Current Accounts
Credit Card (Merchant) Rate Is moved from billing to reports preferences
New employee preference - Minimum Balance Due For Accounts Receivable Reports
New web interface preference - Salesperson Can View Open Invoices
New employee preference - Create Sub-Account
Create Sub-Account option available under Script menu
Completed On 2/5/99
Customers can change password via customer web interface
New invoice setup preference - Use Preprinted Invoice Forms
Completed On 2/4/99
Completely redesigned edit customer info section of web interface (more secure and more options)
New web interface preference - Customer Can Change Password
New billing preference - Decline CC Letter
New billing preference - Decline Logged To Notes
New billing preference - Auto-Send Decline Letter
Decline logged to notes when deleting payment from payment queue
Decline logged to notes when authorizing batch with PC Authorize or MacAuthorize
Decline logged to notes when authorizing individual transaction
Decline letter can be automatically sent when decline happens
Default amount (balance due) can be overridden when billing an individual transaction
Statements can be optionally sent to found set
Salespeople can setup accounts via web interface
Completed On 2/3/99
Email detail on server entry screen works properly
Server removal system added for emails/aliases
Server removal system added for domains
Changed routine that grabs card type from PC Authorize
Find Omitted option added to Scripts menu
Completed On 2/2/99
Duplicate Customer IDs clean up changed to Invalid Customer IDs
Invalid Customer IDs includes blank customer IDs
Completed On 1/30/99
Search button added to technical support screen
New clean up item - Duplicate Customer IDs
Slightly changed invoice proration formula
Emails can be tagged for server removal
Domains can be tagged for server removal
Completed On 1/29/99
Invoice amount can be searched upon
Completed On 1/27/99
Clicking on a domain in domain server entry screen will show full detail for that domain
Clicking on an email in email server entry screen will show full detail for that email
Increased the number of definable approval codes from 10 to 20
Changed routine that validates approval codes
New invoice setup preference - Credit Card Number Swapped
Approval codes that start with 'Approved' will be validated
Completed On 1/26/99
Auto-send receipt works properly under receive payments section
Account types shown on web interface setup increased from 15 to 30
New salesperson web interface preference - Salesperson Can View Their Accounts
New salesperson web interface preference - Salesperson Can Add Accounts
New salesperson web interface preference - Salesperson Can View Commissions
New accounts preference - Referral Credit Only Allowed After Payment
New salesperson web interface preference - Salesperson Can Fill In Miscellaneous Info Fields
New pay commissions preference - Create Commission Credit Invoice
Redesigned salesperson web interface
Salespeople can view their accounts via web interface
Completed On 1/25/99
New past due accounts preference - Finance Charge Description
Added SMTP support for statements on Macintosh
Quote character stripped from invoices sent via SMTP on Macintosh
Quote character stripped from invoices sent via Emailer on Macintosh
Completed On 1/24/99
Return stub on invoice uses swap login with customer number preference
Return stub on statement uses swap login with customer number preference
Statement uses swap login with customer number preference in body
Completed On 1/23/99
Employee Name added to list of variables that can be used on Letters
Pause between SMTP messages is used on Macintosh
Fixed funny looking Group Of button when in find mode
New employee preference - Main Menu Selection
Fixed TO email address when sending receipt via SMTP
Customer Number added to list of variables that can be used on letters
Override Email Address added to list of variables that can be used on letters
Miscellaneous 1-4 added to list of variables that can be used on letters
Completed On 1/22/99
Added report date selection drop-down box with 19 auto date range selections
Group Of button changes color if there are more than 1 accounts in the group
You can see the number of messages, new messages, to-dos, and new to-dos you have filed on the main menu
New employee preference - Hide New Message Dialog
If customer has separate billing address label queue will prompt you for which one to use
Customer label queue uses address separator preferences
Credit card formatting on invoices is smarter
Extra lines removed from hardcopy service record
Fixed problem with Product Sales Report when using closed date
Completed On 1/21/99
AuthorizeNET method field fixed
Completed On 1/20/99
Salesperson added to list of variables that can be used on Server Setup Scripts
Salesperson Login added to list of variables that can be used on Server Setup Scripts
Rewrote SMTP gateway
Completed On 1/19/99
New invoice setup preference - Submit To Line
New past due accounts preference - Cancellation Logged To Notes
New past due accounts preference - Hold Logged To Notes
Eliminated dialog after canceling customers
Fixed bug that could allow you to view private contacts
Ownership of charts can be transferred
Contacts can be individually marked as public
Find all option added to Script menu of contacts
List view of contacts lists name in last, first name order
Completed On 1/15/99
Tech support calls can be tagged with who completed it, completion date and time
You can optionally view credit card network authorization code if it's unknown
New invoice setup preference - Swap Login With Customer #
Completed On 1/14/99
Customer Number added to list of variables that can be put on generic reports
Removed cash dialog from bank deposit report
Accounts preferences reorganized
New preferences section - Reports Preferences
New reports preference - Bank Deposit Shows
Credit card approval codes can be specified
Completed On 1/13/99
Added a halt script trigger when opening payment queue
Auto closure of invoices when receiving payments works now
New invoicing preference - Auto-Delete Expired Billing Cycle Items
Expiration date added to billing cycle items table
Cheque payment type added to Bank Deposit Report
Maximum size of quotes increased from one to four pages
When invoicing slave account's excessive usage to master, product ID based on slave account instead of master
Exchange Rate section added to maintenance
Fixed SMTP email addresses for payment receipts
Added a halt script trigger when opening main menu
Completed On 1/11/99
eFunds file format was updated
'Exact Match' and 'No Match' are valid approval codes for credit card authorizations
Completed On 1/8/99
Override Email Address added to list of variables that can be put on generic reports
Salesperson reports moved to page 1 of reports and charts
New report - Timecard Transaction Detail
Fixed missing totals on salesperson web interface
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 employee 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
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