SME 8.1 - 8.2 Revision History - Revision history

DavidH at 15:31, 26 September 2022

2022-09-26T15:31:38Z

DavidH at 18:37, 21 June 2022

2022-06-21T18:37:08Z

DavidH at 18:36, 21 June 2022

2022-06-21T18:36:11Z

DavidH at 17:54, 2 May 2022

2022-05-02T17:54:47Z

DavidH at 17:44, 7 April 2022

2022-04-07T17:44:17Z

DavidH at 15:24, 21 October 2021

2021-10-21T15:24:14Z

DavidH at 16:26, 5 October 2021

2021-10-05T16:26:07Z

DavidH at 17:52, 28 September 2021

2021-09-28T17:52:52Z

DavidH at 21:53, 19 July 2021

2021-07-19T21:53:33Z

DavidH at 14:22, 16 July 2021

2021-07-16T14:22:12Z

← Older revision		Revision as of 15:31, 26 September 2022
Line 1:		Line 1:
		+	'''Date:9/23/2022 Version: 8.2.5.155/8.2.5.55/8.2.5.30'''
		+	*System/Orders/Corrected Order level fields that monitor taxable and nontaxable items
		+	*SQLink/Modified/Added Service Item Services Performed to invoice export
		+	*Packages/Corrected package export after deleting the package header
		+
	'''Date: 6/17/2022 Version: 8.2.4.152'''		'''Date: 6/17/2022 Version: 8.2.4.152'''
	*Inventory/Added Software and Hardware version to the Mat Details grid		*Inventory/Added Software and Hardware version to the Mat Details grid

@@ Line 1: / Line 1: @@
-''Date: 6/17/2022 Version: 8.2.4.152''
+'''Date: 6/17/2022 Version: 8.2.4.152'''
 *Inventory/Added Software and Hardware version to the Mat Details grid
 *Inventory Recon/Modified to use tab and arrow keys
 *System/Fixed navigation button widths
-''Date: 5/27/2022 Version: 8.2.4.151/SQLink:8.2.3.29''
+'''Date: 5/27/2022 Version: 8.2.4.151/SQLink:8.2.3.29'''
 *Setup/Inventory/Address lines not enabled for editing
 *Vendor/Relabeled Field of Service to Specialty as it conflicted with the actual Field of Service drop down
-''Date: 5/27/2022 Version: 8.2.4.150/SQLink:8.2.3.29''
+'''Date: 5/27/2022 Version: 8.2.4.150/SQLink:8.2.3.29'''
 *Payment/Balancing payment not pulling in based on billing UID and not calculating correct open invoice amount
 *System/Tech Code/Tech Code to create balancing payments for all invoices based on date range
-''Date: 5/20/2022 Version: 8.2.4.149/SQLink:8.2.3.28''
+'''Date: 5/20/2022 Version: 8.2.4.149/SQLink:8.2.3.28'''
 *SQLink/Added option to add labor start/end time to the invoice export
 *SQLink/Fixed/Skip employees memo error

@@ Line 1: / Line 1: @@
 '''Date: 5/01/2022 Version: 8.2.3.148/Routines:8.2.3.54/SQLink:8.2.3.27'''
 *System/Activities/Corrected query requiring a work group detail to email an activity
 *SQLink/Fixed/Table Closed error on tech export
-'''Date: 3/11/2022/ Version: 8.2.3.146/Routines:8.2.3.53'''
+'''Date: 3/11/2022 Version: 8.2.3.146/Routines:8.2.3.53'''
 *Email/Address Book/Swapped in control for tabbed address book
 *Email/Address Book/Fixed addresses spanning multiple lines
@@ Line 11: / Line 28: @@
 *SQLink/If an item has no parent ID coming from QB, clear parent info in SME
-'''Date: 2/11/2022/ Version: 8.2.3.145/Routines:8.2.3.53'''
+'''Date: 2/11/2022 Version: 8.2.3.145/Routines:8.2.3.53'''
 *System/Memos/Added html code to manage text starting with a bulleted list
 *System/Layout/Fixed button overlap
-'''Date: 2/04/2022/ Version: 8.2.3.144/Routines:8.2.3.52'''
+'''Date: 2/04/2022 Version: 8.2.3.144/Routines:8.2.3.52'''
 *Inventory/Reconciliation/Added item cost to the grid
-'''Date: 1/14/2022/ Version: 8.2.3.143/Routines:8.2.3.52'''
+'''Date: 1/14/2022 Version: 8.2.3.143/Routines:8.2.3.52'''
 *Recurring/Search/Multiple searches were causing errors
-'''Date: 12/03/2021/ Version: 8.2.3.142/Routines:8.2.3.52'''
+'''Date: 12/03/2021 Version: 8.2.3.142/Routines:8.2.3.52'''
 *Email/MAPI/Changed email body to plain text to work better with MAPI
 *Packages/Fixed/Retail level on package item breakouts
-'''Date: 11/12/2021/ Version: 8.2.3.141/Routines:8.2.3.51'''
+'''Date: 11/12/2021 Version: 8.2.3.141/Routines:8.2.3.51'''
 *Email/MAPI/Email bodies not working correctly with MAPI settings.
-'''Date: 10/21/2021/ Version: 8.2.3.140/Routines:8.2.3.51'''
+'''Date: 10/21/2021 Version: 8.2.3.140/Routines:8.2.3.51'''
 *Recurring/Modified/Modified recurring to keep terms and salesperson separate with an option in Setup> Company> Recurring. When generating orders/invoices from recurring order, don't copy over terms and  salesperson information from customer, unless flag is set.
-'''Date: 10/21/2021/ Version: 8.2.3.140/Routines:8.2.3.51'''
+'''Date: 10/21/2021 Version: 8.2.3.140/Routines:8.2.3.51'''
 *Recurring/Modified/Modified recurring to keep terms and salesperson separate with an option in Setup> Company> Recurring. When generating orders/invoices from recurring order, don't copy over terms and  salesperson information from customer, unless flag is set.
-'''Date: 10/1/2021/ Version: 8.2.3.139'''
+'''Date: 10/1/2021 Version: 8.2.3.139'''
 *Orders/Modified/Added manufacture part number to the material grids on the item editor and order materials grid
 *Proposals/Modified/Added Action menu item 'Remove inactive inventory' to remove inactive inventory from cloned orders
-'''Date: 9/10/2021/ Version: 8.2.3.138'''
+'''Date: 9/10/2021 Version: 8.2.3.138'''
 *System/Memo Editor/Updated the memo editor with latest fixes. Corrects a host of issues around formatting, displa, copy & paste
-'''Date: 8/20/2021/ Version: 8.2.3.137'''
+'''Date: 8/20/2021 Version: 8.2.3.137'''
 *Dispatch/Modified/Set system to use Rich Text fields for loading Dispatch as HTML was causing slowness loading large amounts of text
 *System/Incoming Email/Added [Order Number] to the beginning of the Summary field for auto Outgoing emails
-'''Date: 7/16/2021/ Version: 8.2.3.136/SQLink 8.2.3.25'''
+'''Date: 7/16/2021 Version: 8.2.3.136/SQLink 8.2.3.25'''
 *System/Removed unused field for labor assignment
 *System/Added flag to print/batch email to isolate past due invoices
 *SQLink/added option and logic to send SME Outgoing email to QuickBooks Alt Email 1
-'''Date: 6/11/2021/ Version: 8.2.2.135/SQLink 8.2.2.24'''
+'''Date: 6/11/2021 Version: 8.2.2.135/SQLink 8.2.2.24'''
 *System/Memo Fields/Fixed CSS style string duplications when editing memos - Service Requested/Performed
 *SQLink\Added\Billable company to GL entries
-'''Date: 4/23/2021/ Version: 8.2.2.134/SQLink 8.2.2.23'''
+'''Date: 4/23/2021 Version: 8.2.2.134/SQLink 8.2.2.23'''
 *System/Reporting/Installed update to HTML component
 *SQLink\Fixed - do not update username when importing sales persons
 *SQLink\Fixed - table not open when importing customer types
-'''Date: 4/16/2021/ Version: 8.2.2.133'''
+'''Date: 4/16/2021 Version: 8.2.2.133'''
 *System\Archiving\Skip payment types as they get auto created if missing
-'''Date: 4/16/2021/ Version: 8.2.2.132/SQLink 8.2.2.22'''
+'''Date: 4/16/2021 Version: 8.2.2.132/SQLink 8.2.2.22'''
 *System\Setup\Inventory\Snapshot\Added ability to trim the inventory snapshot file when it becomes bloated
 *System\Utilities\Archiving\Added ability to select your own archive folder path
@@ Line 70: / Line 87: @@
 *SQLink/Updated to use the latest HTML components for export
-'''Date:  2/19/2021/ Version: 8.2.2.130/SQLink 8.2.2.20'''
+'''Date:  2/19/2021 Version: 8.2.2.130/SQLink 8.2.2.20'''
 *Assets/Computers/Fixed location field selection
 *SQLink/Invoice Export/Modified code to strip unprintable characters from notes fields
-'''Date:  1/29/2021/ Version: 8.2.2.129/SQLink 8.2.2.19'''
+'''Date:  1/29/2021 Version: 8.2.2.129/SQLink 8.2.2.19'''
 *Proposals/Direct Sales/Fixed default Search Views
 *SQLink/Customer Export/More modifications to correct customer export to QuickBooks
-'''Date:  1/15/2021/ Version: 8.2.2.128/SQLink 8.2.2.18'''
+'''Date:  1/15/2021 Version: 8.2.2.128/SQLink 8.2.2.18'''
 *System/UI/corrected some field overlapping and display issues.
 *System/Permissions/Form Code - corrected logic
 *SQLink/Customer Export/Modified to correct customer export to QuickBooks
-'''Date:  1/8/2021/ Version: 8.2.2.127'''
+'''Date:  1/8/2021 Version: 8.2.2.127'''
 *System/UI/corrected some field overlapping and display issues.
 *Dispatch/Modified/Moved spacing between buttons for 'Remove Tech' and Refresh'
-'''Date:  12/18/2020/ Version: 8.2.2.126'''
+'''Date:  12/18/2020 Version: 8.2.2.126'''
 *System/Orders/Summary line allowed for text over flow.
 *System/Payments/Error when canceling a payment with a notification

← Older revision		Revision as of 17:54, 2 May 2022
Line 1:		Line 1:
		+	'''Date: 5/01/2022 Version: 8.2.3.148/Routines:8.2.3.54/SQLink:8.2.3.27'''
		+	*System/Activities/Corrected query requiring a work group detail to email an activity
		+	*SQLink/Fixed/Table Closed error on tech export
		+
	'''Date: 3/11/2022/ Version: 8.2.3.146/Routines:8.2.3.53'''		'''Date: 3/11/2022/ Version: 8.2.3.146/Routines:8.2.3.53'''
	*Email/Address Book/Swapped in control for tabbed address book		*Email/Address Book/Swapped in control for tabbed address book

← Older revision		Revision as of 17:44, 7 April 2022
Line 1:		Line 1:
		+	'''Date: 3/11/2022/ Version: 8.2.3.146/Routines:8.2.3.53'''
		+	*Email/Address Book/Swapped in control for tabbed address book
		+	*Email/Address Book/Fixed addresses spanning multiple lines
		+	*Packages/Custom Tables/Added custom tabs for packages
		+	*Vendor Items/Fixed vendor item number not filling in from orders on PO's
		+	*Inventory/Fixed/Parent Item removal if the parent item is no longer in QB
		+	*SQLink/If an item has no parent ID coming from QB, clear parent info in SME
		+
		+	'''Date: 2/11/2022/ Version: 8.2.3.145/Routines:8.2.3.53'''
		+	*System/Memos/Added html code to manage text starting with a bulleted list
		+	*System/Layout/Fixed button overlap
		+
		+	'''Date: 2/04/2022/ Version: 8.2.3.144/Routines:8.2.3.52'''
		+	*Inventory/Reconciliation/Added item cost to the grid
		+
		+	'''Date: 1/14/2022/ Version: 8.2.3.143/Routines:8.2.3.52'''
		+	*Recurring/Search/Multiple searches were causing errors
		+
		+	'''Date: 12/03/2021/ Version: 8.2.3.142/Routines:8.2.3.52'''
		+	*Email/MAPI/Changed email body to plain text to work better with MAPI
		+	*Packages/Fixed/Retail level on package item breakouts
		+
		+	'''Date: 11/12/2021/ Version: 8.2.3.141/Routines:8.2.3.51'''
		+	*Email/MAPI/Email bodies not working correctly with MAPI settings.
		+
		+	'''Date: 10/21/2021/ Version: 8.2.3.140/Routines:8.2.3.51'''
		+	*Recurring/Modified/Modified recurring to keep terms and salesperson separate with an option in Setup> Company> Recurring. When generating orders/invoices from recurring order, don't copy over terms and salesperson information from customer, unless flag is set.
		+
	'''Date: 10/21/2021/ Version: 8.2.3.140/Routines:8.2.3.51'''		'''Date: 10/21/2021/ Version: 8.2.3.140/Routines:8.2.3.51'''
	*Recurring/Modified/Modified recurring to keep terms and salesperson separate with an option in Setup> Company> Recurring. When generating orders/invoices from recurring order, don't copy over terms and salesperson information from customer, unless flag is set.		*Recurring/Modified/Modified recurring to keep terms and salesperson separate with an option in Setup> Company> Recurring. When generating orders/invoices from recurring order, don't copy over terms and salesperson information from customer, unless flag is set.

← Older revision		Revision as of 15:24, 21 October 2021
Line 1:		Line 1:
		+	'''Date: 10/21/2021/ Version: 8.2.3.140/Routines:8.2.3.51'''
		+	*Recurring/Modified/Modified recurring to keep terms and salesperson separate with an option in Setup> Company> Recurring. When generating orders/invoices from recurring order, don't copy over terms and salesperson information from customer, unless flag is set.
		+
	'''Date: 10/1/2021/ Version: 8.2.3.139'''		'''Date: 10/1/2021/ Version: 8.2.3.139'''
	*Orders/Modified/Added manufacture part number to the material grids on the item editor and order materials grid		*Orders/Modified/Added manufacture part number to the material grids on the item editor and order materials grid

← Older revision		Revision as of 16:26, 5 October 2021
Line 1:		Line 1:
		+	'''Date: 10/1/2021/ Version: 8.2.3.139'''
		+	*Orders/Modified/Added manufacture part number to the material grids on the item editor and order materials grid
		+	*Proposals/Modified/Added Action menu item 'Remove inactive inventory' to remove inactive inventory from cloned orders
		+
	'''Date: 9/10/2021/ Version: 8.2.3.138'''		'''Date: 9/10/2021/ Version: 8.2.3.138'''
	*System/Memo Editor/Updated the memo editor with latest fixes. Corrects a host of issues around formatting, displa, copy & paste		*System/Memo Editor/Updated the memo editor with latest fixes. Corrects a host of issues around formatting, displa, copy & paste

← Older revision		Revision as of 17:52, 28 September 2021
Line 1:		Line 1:
		+	'''Date: 9/10/2021/ Version: 8.2.3.138'''
		+	*System/Memo Editor/Updated the memo editor with latest fixes. Corrects a host of issues around formatting, displa, copy & paste
		+
		+	'''Date: 8/20/2021/ Version: 8.2.3.137'''
		+	*Dispatch/Modified/Set system to use Rich Text fields for loading Dispatch as HTML was causing slowness loading large amounts of text
		+	*System/Incoming Email/Added [Order Number] to the beginning of the Summary field for auto Outgoing emails
		+
	'''Date: 7/16/2021/ Version: 8.2.3.136/SQLink 8.2.3.25'''		'''Date: 7/16/2021/ Version: 8.2.3.136/SQLink 8.2.3.25'''
	*System/Removed unused field for labor assignment		*System/Removed unused field for labor assignment

← Older revision		Revision as of 14:22, 16 July 2021
Line 1:		Line 1:
		+	'''Date: 4/16/2021/ Version: 8.2.2.135/SQLink 8.2.2.24'''
		+	*System/Memo Fields/Fixed CSS style string duplications when editing memos - Service Requested/Performed
		+	*SQLink\Added\Billable company to GL entries
		+
		+	'''Date: 4/16/2021/ Version: 8.2.2.134/SQLink 8.2.2.23'''
		+	*System/Reporting/Installed update to HTML component
		+	*SQLink\Fixed - do not update username when importing sales persons
		+	*SQLink\Fixed - table not open when importing customer types
		+
		+	'''Date: 4/16/2021/ Version: 8.2.2.133'''
		+	*System\Archiving\Skip payment types as they get auto created if missing
		+
		+	'''Date: 4/16/2021/ Version: 8.2.2.132/SQLink 8.2.2.22'''
		+	*System\Setup\Inventory\Snapshot\Added ability to trim the inventory snapshot file when it becomes bloated
		+	*System\Utilities\Archiving\Added ability to select your own archive folder path
		+
	'''Date: 2/26/2021/ Version: 8.2.2.131/SQLink 8.2.2.21'''		'''Date: 2/26/2021/ Version: 8.2.2.131/SQLink 8.2.2.21'''
	*System/Update/Updated HTML components to the latest versions		*System/Update/Updated HTML components to the latest versions