Revision History

PROGRAM REVISION HISTORY

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Date:	01.12.2012	Version SME: 7.1.23.203 - 7.2.2.46	DB Version
Module	Action	Description	Revised SME Functionality
Customer	Modified	Removed field on Notification form since it was not connected to any logic 7.1, 7.2
Orders	Modified	Do not clear invoice counts when clicking 'Clear All' on Partial invoice screen 7.1, 7.2
Reports	Modified	Removed Email button from Report Preview 7.1, 7.2
Customer Equipment	Fixed	Custom tab not showing under the Customer Equipment editor 7.1, 7.2
Recurring Invoice	Fixed	Sort order on recurring invoices 7.1, 7.2
Recurring Orders	Fixed	Adding new Zone to the list causing insert failure 7.1, 7.2
Proposal	Fixed	Material discount applied twice 7.1, 7.2
Orders	Noted	Setting in User Groups to allow adding items on the fly 7.1, 7.2

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Date:	01.10.2012	Version SME: 7.1.23.202 - 7.2.2.45	DB Version
Module	Action	Description	Revised SME Functionality
Imports	Fixed	Import not functioning correctly for Vendor import 7.2
System Grids	Modified	Use module level settings if different than global settings 7.2
User Settings	Fixed	Delete button still showing even if the user group was not allowed to delete orders 7.2
Orders	Fixed	Could not add text to Groups on the order Items tab 7.2
Journal Notes	Fixed	Adding new notes was not working in some modules 7.1, 7.2
Recurring Orders	Fixed	Item Text was not converting to new orders 7.2
SQLink	Modified	PO Ref field now exports to the Bill Memo field in QB 7.1, 7.2
SQLink	Fixed	Service Items not exporting to QB Bill 7.2

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Date:	01.04.2012	Version SME: 7.1.23.201 - 7.2.2.44	DB Version
Module	Action	Description	Revised SME Functionality
Service Items	Added	Added Service Type to Service Items 7.1, 7.2
Invoicing	Fixed	Quick View was bringing up the incorrect invoice 7.1, 7.2
System	Added	Added Customer Status to Customers, orders, proposals, etc.. 7.1, 7.2

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Date:	12.16.2011	Version SME: 7.1.23.200 - 7.2.2.41	DB Version
Module	Action	Description	Revised SME Functionality
Orders	Fixed	Service Items in packages not breaking out correctly 7.1,7.2
System	Added	Inventory Snapshot - takes snapshot of inventory on that date 7.2
Orders	Modified	System - Strict Inventory - if set you cannot invoice an order without allocating material 7.1,7.2

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Date:	12.09.2011	Version SME: 7.1.23.199 - 7.2.2.40	DB Version
Module	Action	Description	Revised SME Functionality
Invoicing	Fixed	Other Charges not calculating correctly 7.1,7.2
PO	Modified	Security Check to make sure user is allowed to delete POs 7.1,7.2
Orders	Modified	Removed coloring on embedded grids 7.2
System	Added	New SLA editor 7.2

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Date:	12.02.2011	Version SME: 7.1.23.198 - 7.2.2.39	DB Version
Module	Action	Description	Revised SME Functionality
SLA	Fixed	Dates were not setting correctly from orders 7.1, 7.2
Orders	Fixed	Error selecting material in 7.2 7.2
System	Fixed	Error when converting Fixed Proposals, Orders, etc.. When the Fixed amount was calculated by percentage 7.1, 7.2

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Date:	11.22.2011	Version SME:7.1.23.197 - 7.2.2.38
Module	Action	Description	Revised SME Functionality
PO	Modified	Use company shipping address from Setup> Company> Inventory, (if filled in), instead of company address under Setup> Company> Company Information. (7.1, 7.2)
Compliance	Fixed	Moving compliance items between selection boxes in Compliance setup. (7.1,7.2)
Orders	Fixed	Contact was not updating on the table for the contact selected (7.1,7.2)
Journal Notes	Fixed	Exiting without saving note (7.1,7.2)
Journal Notes	Fixed	Drop down was not filtering out system notes (7.1,7.2)
Customer Equipment	Modified	Index on customer equipment link status code on re-index if sites experience 'slow downs' on material detail tabs (7.1,7.2)
Journal Notes	Fixed	Missing right click menu on (7.1, 7.2)
Invoices	Modified	Setup order to invoice conversion will now take the info from the order, instead of the customer, for companies typing over the original customer name for a site (7.1,7.2)
Contracts	Fixed	Duplicating maintenance contracts with equipment issues (7.1,7.2)

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Date:	11.11.2011	Version SME:7.1.23.196 - SQLink 7.1.23.58	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
Inventory	Fixed	Removed obsolete fields for inventory status (7.2)
Vendors	Fixed	Refresh issue not showing updated contacts on Details & Settings ( 7.1/7.2)
Vendors	Fixed	Certification added to sub not showing on grid after selection (7.1/7.2)
Setup	Order Status	Adjusted screen to show color selection (7.2)
Views	Modified	Views now use the 'Navigate> Order By' setting for view sort order scrolling. (7.1/7.2)
SQLink	Modified	Duplicated contact logic for customer - don't overwrite contact if info already exists in SME, create new contact and link it if it does not exist (7.1/7.2)

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Date:	11.06.2011	Version SME: 7.1.23.195 - SQLink 7.2.23.57	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
SQLink	Fixed	Rounding error on tech time transfer to QB
Orders/Labor	Fixed	Rounding error on time span
Orders/Labor	Modified	No longer getting Customer name from customer table
Dispatched	Fixed	Check for edit states before refreshing data when clicking refresh button
PO	Modified	PO refresh issue - may still be an issue in some cases
Customer Equipment	Fixed	Is Equipment flag was getting cleared on related items when editing orders tied to specific customer equipment flags

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Date:	10.24.2011	Version SME: 7.1.23.192	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
System	Fixed	About version info
Orders	Fixed	Added the Equipment flags to the labor grids and published

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Date:	10.19.2011	Version SME: 7.1.23.191	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
Orders/Inventory	Added	When going from allocated -> hold/delivered, or from jit -> allocated/hold/delivered then IF not enough to cover the action, create a split customer equipment record, then call the function that does the inventory updates.
Purchase Order	Fixed	Canceling PO was not reverting the item status to Has JIT
Proposal	Fixed	Setting the Primary tech from the lookup
Maintenance Contracts	Fixed	Error renewing maintenance contract
Routines	Fixed	Item order when cloning records

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Date:	10.14.2011	Version SME: 7.1.23.190	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
Orders	Fixed	Labor editor locking up when editing an existing labor record
Custom Tabs	Fixed	Field information not transferring from other modules when converting Lead to Proposal to Customer.
Invoicing	Fixed	SME was not prompting to roll back payment on the invoice prior to rolling it back.
Proposals	Modified	User not set as Proposal Administrators cannot approve, close proposals.
Proposals	Modified	You can now close an approved proposal without having to reopen it.
Proposals	Modified	Added logic so that : when you add items to an approved proposal, it will force that proposal to opened status. Once items are added to the order, the opened status cannot be canceled. (used to be able to edit, add items, then cancel changes, which would revert order status to approved)
Auto Email	Modified	Set the outgoing character limit on automated emails
Proposal	Fixed	Converting failure if default location not set
System	Fixed	Cloning records was not keeping the default item order

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Date:	10.07.2011	Version SME: 7.1.23.189 - SQLink 7.1.23.55	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
SQLink	Added	Wiki link to SQLink help
Customer Equipment	Fixed	Column customization options were missing
Tools	Added	Simple search for QB List ID's in the database. Revised wiki page

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Date:	10.04.2011	Version SME: 7.1.23.188	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
System	Fixed	Password encryption failing on certain characters
Orders	Added	Customer equipment serial number assigned to labor, on labor grid in order, proposal, and invoice screens
Orders	Fixed	Ship method was controlling class combo boxes

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Date:	09.27.2011	Version SME: 7.1.23.187	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
Leads	Fixed	Assigned to drop down was not filtering out inactive employees
Payments	Fixed	Assigned to drop down was not filtering out inactive pay methods

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Date:	09.22.2011	Version SME: 7.1.23.186	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
Customer Equipment	Fixed	Moving of equipment within the customer equipment module stopped functioning due to serial number check logic.
Customer Equipment	Fixed	Editing of a serial number on an existing piece of equipment

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Date:	09.21.2011	Version SME: 7.1.23.185	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
System Users	Modified	Hide all password columns from search grids
Auto Email	Modified	Added buttons to setup email editor
Auto Email	Modified	Modified to send multi-call emails regardless of issue settings

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Date:	09.20.2011	Version SME: 7.1.23.184 - 7.1.23.54	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
Advanced Search	Fixed	Error if you clicked on a module selection before doing the search
SQLink	Fixed	Rounding issue with decimal places. Reset to 2 for QB integration
Payments	Fixed	Rounding issue with decimal places. Reset to 2 for QB integration
Auto Email	Modified	Email handling after it is posted to SME

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Date:	09.16.2011	Version SME: 7.1.23.183 - 7.1.23.53	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
Auto Email	Modified	Allow selection of fields for outgoing emails
Proposals	Modified	Added straight commission to Totals tab
System	Added	Serial number check to inventory and customer equipment
Customer Equipment	Modified	Check when moving equipment for duplicate serial number
SQLink	Modified	Do not overwrite contact info with blank info if SME has contact info and QB does not
SQLink	Modified	If no contact assigned to a customer create a blank contact and assign to the customer.

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Date:	09.15.2011	Version SME: 7.1.23.182	DB Version 7.1.23.181
Module	Action	Description	Revised SME Functionality
Auto Email	Modified	Only store new email content on replies
Auto Email	Modified	Added crude email editor
Custom Tabs	Modified	When generating custom records use master UID

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Date:	09.14.2011	Version SME:7.1.23.181 - SQLink 7.1.23.52	DB Version 7.1.23.181
Module	Action	Description	Revised SME Functionality
SQLink	Fixed	Importing proposal details
Scheduled Service	Fixed	When posting schedule service record, if specific date type, and specific date is >= to current date, clear the end date
Scheduled Service	Fixed	Preview for order generation was not previewing
Scheduled Service	Fixed	If preview report exists then preview the orders
Conversion	Custom Tabs	Add customer defaults table to list of tables to be included in conversion

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Date:	09.13.2011	Version SME:7.1.23.180	DB Version 7.1.23.180
Module	Action	Description	Revised SME Functionality
Auto Email	Modified	Outgoing email separator
Notes	Modified	Added scroll bars to journal entries

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Date:	09.12.2011	Version SME:7.1.23.179	DB Version 7.1.23.179
Module	Action	Description	Revised SME Functionality
System	Added	Special service requested/performed fields for email handling

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Date:	09.08.2011	Version SME:7.1.23.178 - SQLink 7.1.23.51	DB Version 7.1.23.178
Module	Action	Description	Revised SME Functionality
Auto Email	Modified	Order email handling - update order do not overwrite the existing info
SQLink	Modified	Added Ship Method export/Import
Auto Email	Modified	tweaked email routines further to allow for multiple contacts on one order

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Date:	09.07.2011	Version SME:7.1.22.178	DB Version 7.1.22.176
Module	Action	Description	Revised SME Functionality
Proposal	Added	Ship Method for corresponding QB ship methods
Invoice	Added	Ship Method for corresponding QB ship methods
Orders	Added	Ship Method for corresponding QB ship methods

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Date:	09.06.2011	Version SME:7.1.22.177	DB Version 7.1.22.176
Module	Action	Description	Revised SME Functionality
Auto Email	Modified	Email handling routines changes on fields triggering email events

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Date:	09.02.2011	Version SME:7.1.22.176	DB Version 7.1.22.176
Module	Action	Description	Revised SME Functionality
Email	Added	Assigned to, Taken By, Lead Tech, Dispatch Tech, All Techs, and Contact to order status table for managing email to techs & dispatchers

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Date:	09.01.2011	Version SME:7.1.22.175	DB Version 7.1.22.175
Module	Action	Description	Revised SME Functionality
Orders	Modified	Added user id for all order converting routines

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Date:	08.31.2011	Version SME:7.1.22.174	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Barcode	Modified	Returning logic was not correctly allocating items

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Date:	08.25.2011	Version SME: 7.1.22.173	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Audit	Fixed	Record was getting saved before audit
Material	Modified	Changed blank serial number read -blank-
Inventory Reconciliation	Fixed	Search for duplicates causing changes to not post to the record
Routines	Added	Blank serial number change
Routines	Modified	Incoming email XML case sensitive handling

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Date:	08.23.2011	Version SME: 7.1.22.172	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Scheduled Services	Fixed	Set all fields to matching customer fields
Recurring Orders	Fixed	Notes getting copied incorrectly
Reports	Fixed	Duplicating report was asking to save instead of duplicating
Inventory Transfer	Fixed	Clicking on lookup button was giving error when there was a transfer number
Dispatch	Fixed	Right click email on day planner

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Date:	08.19.2011	Version SME: 7.1.22.171	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Customer Equipment	Fixed	Index on customer equipment table to display properly in the grid
Routines	Fixed	Clone logic on orders
Routines	Fixed	Incoming email handling
Routines	Modified	Outgoing email logic

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Date:	08.17.2011	Version SME: 7.1.22.170 - SQLink 7.1.22.49	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
System	Fixed	Saving/restoring grids
Activities	Fixed	Saving user preferences
Inventory	Fixed	Transfers - ellipsis/browse button not functioning
SQLink	Fixed	QBIdentifer has been used when Business Type has the '&' in the name.
SQLink	Fixed	Business types not importing the QB ID correctly
SQLink	Modified	Check name length before importing Business Types can be a max of 31 characters

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Date:	08.12.2011	Version SME: 7.1.22.169	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Routines	Email	Send to either outgoing or regular email address but not both
Views	Added	Functionality to delete views from SQL. Will not delete views from view table
Purchase Orders	Added	Dates to item searches when adding from an order
Routines	Added	Dates to item searches when adding from an order

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Date:	08.11.2011	Version SME: 7.1.22.168	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Routines	Modified	When saving materials update JIT/Allocated costs on customer equipment
Proposal	Fixed	Missing field error in temp table when converting to partial orders
Orders	Fixed	Messages when more than one item found
Orders	Modified	Error for missing inventory location
Orders	Fixed	initialization of records
Sales	Fixed	Error on entering new record
Sales	Fixed	Delete button not functioning correctly

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Date:	08.10.2011	Version SME: 7.1.22.167	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Orders	Fixed	If PO Item has JIT, and the quantity is less that JIT, set JIT count to quantity, update customer equipment with corrected count
Orders	Modified	Can no longer have items without a location specified
PO	Fixed	Corrected quantity on history records when receiving more than JIT
PO	Modified	PO Item editor can no longer change a quantity to less than the JIT count from an order

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Date:	08.05.2011	Version SME: 7.1.22.166	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Email	Modified	Email not sending correctly.
System	Fixed	Check for active warehouse regardless of default location in case the default has been deleted.
Barcode	Added	Return logic for barcode
Allocation	Modified	Moved Select button to far left of window

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Date:	08.04.2011	Version SME: 7.1.22.165	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Barcode	Fixed	Extract the company name from the Alias files
Routines	Modified	Use email add, not email, when sending an issue email to a tech

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Date:	08.03.2011	Version SME: 7.1.22.164 - SQLink 7.1.22.47	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Users	Added	Dispatch/Lead Tech setting	Will email an order to everyone who has the flag set
System	Added	Tech Code to set flag to false on all users
Orders	Modified	Lead Tech to Dispatch/Lead Tech
Invoice	Fixed	Deleting an invoice when you do not have permission to do so
Purchase Orders	Fixed	Deleting a PO after going to the PO Items tab and away from the PO items tab
Orders	Fixed	Permissions check on deleting an order
System	Added	Verify the delete function to the global forms.
User Groups	Fixed	Field name on barcode reconcile
Setup	Fixed	Bug allowing deletion of all warehouses.
Database	Added	Dispatch/Lead Tech to the User table
Routines	Added	When creating orders from proposals, recurring orders or scheduled services, set the lead tech
Customer Equipment	Fixed	Add from Active Inventory only
SQLink	Modified	For current data structure

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Date:	08.02.2011	Version SME: 7.1.21.163	DB Version 7.1.21.163
Module	Action	Description	Revised SME Functionality
Inventory	Added	Flag for Barcode reconciliation	Only works if the Barcode app is installed

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Date:	08.01.2011	Version SME:7.1.21.162	DB Version 7.1.21.162
Module	Action	Description	Revised SME Functionality
Proposal	Fixed	Grids blanking on selection of items.
Database	Added	Field to Equipment table for barcode program
Database	Added	Field to Material Details for barcode program
Orders	Fixed	Table not open error when adding details to an order and the order is not in Edit mode
Invoice	Fixed	Lost 'On Exit' for totaling fields until record was saved
Vendor	Fixed	Clicking on contacts was opening the form in the wrong mode
Invoice	Fixed	Required fields error
Customer Equipment	Added	Manufacturing part number
Routines	Modified	For ticket emails - removed severity and will use priority from the order, not an issue

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Date:	07.29.2011	Version SME: 7.1.21.161	DB Version 7.1.21.160
Module	Action	Description	Revised SME Functionality
System	Modified	Saving grid layouts

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Date:	07.25.2011	Version SME: 7.1.20.159 - SQLink 7.1.20.45	DB Version 7.1.20.157
Module	Action	Description	Revised SME Functionality
Orders	Fixed	Tab order on the labor editor
Dispatch	Fixed	Checking 'Don't show completed items' was clearing other settings
PO	Fixed	Error creating PO from orders
Orders	Fixed	Sales notes not opening from Service/Install
Inventory	Fixed	New items not adding stock to default location
Routines	Fixed	New items not adding stock to default location
Printing	Modified	Changed layout of print packet screen New layout
Customer	Fixed	Finance Charge display not showing rate
Invoicing	Fixed	Error generating finance charges after being in the invoice module
Customers	Modified	Customer deletion process

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Date:	07.15.2011	Version: SME: 7.1.20.158	DB Version 7.1.20.157
Module	Action	Description	Revised SME Functionality
Orders	Fixed	Check for missing Vendor when creating a PO from an order
Routines	Fixed	Error when updating the last service date on a customer

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Date:	07.14.2011	Version: SME: 7.1.20.157 - SQLink 7.1.20.157	DB Version 7.1.20.157
Module	Action	Description	Revised SME Functionality
Proposal	Modified	Proposal logic to included functionality to import Price based on Markup in QB
SQLink	Added	Use Proposal Markup flag
Routine	Added	Use Proposal Markup flag logic

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Date:	07.12.2011	Version: SME: 7.1.19.156	DB Version 7.1.19.152
Module	Action	Description	Revised SME Functionality
Orders	Fixed	Calculating taxes on orders for the Canadian version of SME
Routines	Fixed	Calculating taxes on orders for the Canadian version of SME

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Date:	07.06.2011	Version: SME: 7.1.19.155	DB Version 7.1.19.152
Module	Action	Description	Revised SME Functionality
Invoicing	Modified	Partial invoicing logic

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Date:	07.06.2011	Version: SME: 7.1.19.154	DB Version 7.1.19.152
Module	Action	Description	Revised SME Functionality
Dispatch	Added	Zone to dispatch grids
Customer Equipment	Added	Ability to add multiple items to customer equipment from the customer equipment module

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Date:	06.30.2011	Version: SME: 7.1.19.153	DB Version 7.1.19.152
Module	Action	Description	Revised SME Functionality
Inventory	Added	If saving an inventoried item require a location
System	Added	Require a password to initiate an update
Inventory	Fixed	Link Options using a default override item were showing all items with that QB List ID

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Date:	06.29.2011	Version: SME: 7.1.19.152	DB Version 7.1.19.152
Module	Action	Description	Revised SME Functionality
System	Fixed	Initial logon when using Windows 7 was causing SME to not launch correctly causing an update to start
Routines	Fixed	Same as above
System	Email	If there's an error setting up the port make a record of the error

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Date:	06.28.2011	Version: SME: 7.1.19.151
Module	Action	Description	Revised SME Functionality
Orders	Added	Include No Zone - will include locations with blank zones on material item searches if set.	New Setting
Routines	Added	Include No Zone - will include locations with blank zones on material item searches if set.

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Date:	06.23.2011	Version: SME: 7.1.19.150	DB Version 7.1.18.143
Module	Action	Description	Revised SME Functionality
System/Views	Fixed	Jump to logic stopped working after new records were added
Customer Equipment	Fixed	Duplicate serial number checking dialog
Orders	Fixed	Order screen was blanking out on saving new orders
Orders	Fixed	Location lookup on techs

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Date:	06.20.2011	Version: SME:7.1.19.149	DB Version 7.1.18.143
Module	Action	Description	Revised SME Functionality
System	Modified	Navigation not hiding Next/Last when the end of the record set was reached.

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Date:	05.27.2011	Version: SME: 7.1.18.139	DB Version 7.1.18.139
Module	Action	Description	Revised SME Functionality
System	Added	implemented ignore labor - if set, even if labor hours are in inventory, it will not default the flag to generate labor records.
Database	Updated	Added flag to defaupts table
Database	Added	Barcoding table

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Date:	05.25.2011	Version: SME: 7.1.18.138	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
System	Fixed	Incorrect title in the title bar when clicking on Customer Equipment
Cust Equipment	Fixed	Hide the Action menu if the item tree is empty
Orders	Fixed	Leaving Material Editor after adding broken out packages
Packages	Fixed	Cost & Price not updating correctly
System	Modified	Auto refresh timer causing RecUID not found error when SQL Native Client loses connection with SQL server
Subcontractors	Modified	Change subcontractor history to query more tables for usage info
System	Modified	Added back the straight commission fields for sales person
Invoice	Fixed	Check for PO required on itemized invoices
Inventory	Fixed	Filter on purchase order history
Search View	Modified	If error opening the view = 'Error Restoring Layout' go to the Utilities> View Management> and delete and recreate the view
System	Modified	Removed the reference to numbered version
Maintenance Contracts	Modified	Active filter searching Approved not Active
System	Modified	Master Search filter not working as designed.
Orders	Modified	Check all data tables for empty records prior to deleting or editing records
Setup	Fixed	Deleting payroll and work groups from company lists page
Setup/Users	Modified	Added check for duplicates prior to saving record
Inventory	Modified	Added back allow zero inventory in new stock location
Proposal	Fixed	Approval data getting deleted when converting a proposal
Proposal	Fixed	Customer rates not transferring to proposal on new proposal
Packages	Fixed	Flag check was backwards - breaking out packages when they were not supposed to and not breaking out when they were supposed to

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Date:	05.24.2011	Version: SME: 7.1.18.137 - SQLink 7.1.18.42	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
Sales	Fixed	Fixed missing field in contacts
SQLink	Modified	Added 'SME - ' prefix to PO Bills going to QB

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Date:	05.23.2011	Version: SME: 7.1.18.136	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
System	No Action	Decimals in SME. No change - only for calculations
Orders	No Action	Autodeliver flag - ONLY sets allocated, non serialized items to delivered. reserved items are always set to delivered. Check your item status.
System	Search	Order Number search not locating orders
Custom Tabs	Modified	Boolean fields automatically checked
Vendor	Fixed	Error clicking on contacts - field not found
Maintenance Contracts	Fixed	Error message when switching to attached proposals

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Date:	05.16.2011	Version: SME: 7.1.18.135	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
RMA	Fixed	RMA - error on opening the dataset
Customer Equipment	Fixed	Adding new records causing open data set error
Customer Equipment	Fixed	Lost look-up error
RMA	Fixed	Prompt to close RMA

Date:	05.13.2011	Version: SME: 7.1.18.134	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
System	Modified	View functionality - Navigation is not scrolling or selecting info correctly when in a view or changing a view

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Date:	05.12.2011	Version: SME: 7.1.18.133	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
System	Modified	All triggers to improve speed and functionality
Invoice	Fixed	Linking between material items on invoices
Invoice	Modified	Item selection regarding partial invoicing	Can no longer pick specific items - handled by logic

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Date:	05.10.2011	Version: SME: 7.1.18.132 - SQLink 7.1.18.41	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
Routines	Fixed	If an item status is 'On Order' and it is changed to 'Delivered' then go to a PO tied to the order and receive the item. Stock will not be added to inventory - only linking records are updated.	User is no longer required to manually check if an item is available for the order. This will be referred to as 'Direct Delivery' of the item.
SQLink	Added	When exporting bills for purchase orders include 'direct delivery' items.
Invoicing	Fixed	Infinite loop when processing Partial invoices.

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Date:	05.10.2011	Version: SME: 7.1.18.131	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
System	Fixed	Dates on views can cause the view to malfunction and error switching modules in SME.
Dispatch	Fixed	Bug in function library 'minutes between' would recalculate time to .98 instead of 1.00. hours.
Routines	Modification	Reverted back to checking the 'Export Sub Bill' on the invoice when creating an invoice from orders.	Will now set the flag.

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Date:	05.09.2011	Version: SME: 7.1.18.130	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
Purchase Order	Fixed	Lost quick jump on PO items.
Customers	Modified	Set 'Is Billable' flag to disabled unless record is in edit mode.
System	Added	Auto Deliver flag	When set will attempt to 'Auto Deliver' allocated items on order close
Routines	Added	Auto Delivery flag

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Date:	05.06.2011	Version: SME: 7.1.18.129 - SQLink 7.1.18.40	DB Version 7.1.18.127
Module	Action	Description	Revised SME Functionality
Invoice	Modified	Partial item selection modifications.
Orders	Fixed	Sort order on Subcontractor drop downs
System	Orders	PO export flag not getting set on creating an invoice.	Export Bill flag is not set due to recent functionality changes
SQLink	Fixed	Bad field name error when exporting negative invoices
SQLink	Fixed	Query for exporting subcontractor POs.
SQLink	Fixed	Messages not displaying after pressing the 'Clear' button.

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Date:	05.04.2011	Version: SME: 7.1.18.128 - SQLink 7.1.18.39	DB Version 7.1.18.127
Module	Action	Description	Revised SME Functionality
System	Fixed	Batch Printing of invoices when a parameter is in use.
System	Fixed	Saving grid settings when doing module changes without changing the tab.
Orders/Labor	Modified	IF labor record is in insert mode, automatically reset the service item(and price book) if tech changes even if it's already been set.
SQLink/Proposal	Modified	Initially import proposals in 6 month(vs 1 year) batches.
Work Flow	Modified	Do not require edit mode for drop downs to drop down.

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Date:	05.03.2011	Version: SME: 7.1.18.127 -	DB Version 7.1.18.127
Module	Action	Description	Revised SME Functionality
System/Users	Added	Outgoing email to user profiles.
Invoice/Recurring	Modified	When generating recurring invocices save resultant UIDs to a temp table instead of a variable.
Routines	Fixed	File list for recurring invoices which was causing the generation to error out.

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Date:	05.02.2011	Version: SME: 7.1.18.126 - SQLink 7.1.18.39	DB Version 7.1.18.120
Module	Action	Description	Revised SME Functionality
System	Fixed	Batch printing when parameters are in use.
System	Fixed	Saving grids settings when changing modules without leaving that tab.
Orders/Labor	Modified	Change service item and price book when tech changes.
SQLink	Modified	Import Proposals in 6 month increments.
Work Flow	Modified	Do not require edit mode to display dropdown fields selection.

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Date:	04.28.2011	Version: SME: 7.1.18.125	DB Version 7.1.18.120
Module	Action	Description	Revised SME Functionality
Orders	Fixed	Sort Order on Service Items in labor editor
Purchase Orders	Fixed	Item not adding correctly if it was in Vendor items
System	Modified	Filter modifications for speed improvements

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Date:	04.27.2011	Version: SME: 7.1.18.124 - SQLink 7.1.18.38	DB Version 7.1.18.120
Module	Action	Description	Revised SME Functionality
Custom Fields	Fixed	Adding view filter to custom fields and then applying module fields error.
System	Fixed	Update files
SQLink	Fixed	Update files

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Date:	04.26.2011	Version: SME: 7.1.18.123	DB Version 7.1.18.120
Module	Action	Description	Revised SME Functionality
Inventory	Fixed	Customer Equipment not initialized with shelf, bin, hardware, software versions when allocated.
Purchase Order	Fixed	Display all ship to address information
Purchase Order	Fixed	Location not refreshing before copying shipping address
Invoice	Added	Prompt when saving invoice with no terms

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Date:	04.25.2011	Version: SME: 7.1.18.122 - SQLink 7.1.18.36	DB Version 7.1.18.120
Module	Action	Description	Revised SME Functionality
Inventory	Fixed	Table not opening error on packages
System	Modified	Importing - no longer show 'Blob' when importing memo fields
SQLink	Added	IF not initializing billing address, AND invoice already exists, THEN save the billing address, and reuse it when exporting

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Date:	04.20.2011	Version: SME: 7.1.18.121 - SQLink 7.1.18.36	DB Version 7.1.18.120
Module	Action	Description	Revised SME Functionality
Vendor	Fixed	History refresh issue
Inventory	Fixed	Double click on PO item not jumping to the correct PO
System	Fixed	Default settings for 'To be Emailed' & 'To be Printed' will be set to false on data conversion from 7.0.
Orders	Modified	When terms are required present a dropdown list

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Date:	04.20.2011	Version: SME: 7.1.18.120 - SQLink 7.1.18.36	DB Version 7.1.18.120
Module	Action	Description	Revised SME Functionality
SQLink	Fixed	Live update was not working
Projects	Fixed	Deleting a Project
Inventory	Fixed	Bin & Shelf holding values
Inventory	Added	Software Version/Hardware Version

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Date:	04.20.2011	Version: SME: 7.1.18.119 - SQLink 7.1.18.35	DB Version 7.1.18.117
Module	Action	Description	Revised SME Functionality
SQLink	Added	Status line when exporting Service Items
Orders	Fixed	Jump to Inventory when not on a Materials Tab
System/Documents	Fixed	Retrieval Query attempting run multiple times
System/Documents	Fixed	Timing issues with retrieving the docs
System/Documents	Fixed	Search when viewing results from docs list
System/Setup	Added	Ability to lock sales person on Proposal/Orders	New check box in Setp> Company

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Date:	04.19.2011	Version: SME: 7.1.18.118	DB Version 7.1.18.117
Module	Action	Description	Revised SME Functionality
Orders/Invoices	Fixed	Assigned to lists not filling when in edit mode
PO	Fixed	PO item table not open error when saving PO
Orders/Proposals	Fixed	Add quick labor button

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Date:	04.18.2011	Version: SME: 7.1.18.117 - SQLink: 7.1.18.34	DB Version 7.1.18.117
Module	Action	Description	Revised SME Functionality
Routines	Added	Manufacture number to customer equipment
Routines	Added	When saving add vendor name to customer equipment
SQLink	Modified	Allow all charecters except ':' colon to sync on names fields
SQLink	Modified	Prelive Update method - not updating with code
Customer Eq	Fixed	Add service from context menu
Vendor	Fixed	Subcontractor history not showing
Vendor	Added	Vendor link to customer equipment	New functionality
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Date:	04.15.2011	Version: SME: 7.1.18.117	DB Version 7.1.18.117
Module	Action	Description	Revised SME Functionality
System	Added	Fields for government operations
System	Modified	All Date conversion routines to better handle international date formats
PO	Fixed	Error when saving a PO

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Date:	04.14.2011	Version: SME: 7.1.17.116	DB Version 7.1.17.115
Module	Action	Description	Revised SME Functionality
Archiving	Modifying	Reviewing archiving functionality
Routines	Fixed	Adding records when SME is not syncing with QuickBooks
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Date:	04.13.2011	Version: SQLink 7.1.17.32	DB Version 7.1.17.115
Module	Action	Description	Revised SME Functionality
SQLink	Added	Field to import fields not linked to inventory or service items in SME
SQLink	Added	Fields to maintain business types
SQLink	Modified	Proposal import logic

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Date:	04.12.2011	Version: SME: 7.1.17.115 - SQLink: 7.1.17.31	DB Version 7.1.17.115
Module	Action	Description	Revised SME Functionality
Proposal	Modified	Commissions now pulled from Price Books
System	Users	Removed commission settings from views
SQLink	Added	Business types import/export logic
SQLink	Modified	Importing proposal logic for non inventory/service items
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Date:	04.11.2011	Version: SME: 7.1.16.114 - SQLink: 7.1.17.31	DB Version 7.1.16.114
Module	Action	Description	Revised SME Functionality
System	Fixed	Conversion from 7.0 lockup
Routines	Modified	Speed up conversion from 7.0
System	Implemented	Limit services flag.	See link above for info
Dispatch	Added	Lock dispatch flag to user groups	If set a user cannot modify Dispatch records
Setup	Added	Limited Service flag to system setup
SQLink	Added	QB ID to business types table for SQLink	If set will export business types

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Date:	04.07.2011	Version: SME: 7.1.16.113 - SQLink: 7.1.17.30	DB Version 7.1.15.111
Module	Action	Description	Revised SME Functionality
Proposal	Fixed	Proposal label for export
Proposal	Added	Hyper link for customers - jump to customer if exists - or else jump to Sales
Proposal	Fixed	Creating labor records
Recurring Orders	Fixed	Creating service item records when a price book is defined
Sales	Added	Added Sales table to list of tables to propagate addresses
System	Added	When adding addresses also add phone, email, contact name, etc..
SQLink	Added	PO date from received date option	New setting in SQLink

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Date:	04.06.2011	Version: SME: 7.1.15.112 - SQLink: 7.1.15.29	DB Version 7.1.15.111
Module	Action	Description	Revised SME Functionality
SQLink	Modified	Removed option for closed orders
System	Fixed	Outlook style menu bar was not hiding correctly
Customer	Fixed	Using phone number for account setting and checking for duplications
Dispatch	Added	Include city in the name headers as; Name-Status:City
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Date:	04.05.2011	Version: SME: 7.1.15.111 - SQLink: 7.1.15.29	DB Version 7.1.15.110
Module	Action	Description	Revised SME Functionality
Orders	Fixed	Item discounts will be after tax discounts
System	Modified	If no default for zone is found (whether zone is specified or not), force system default location

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Date:	04.04.2011	Version: SME: 7.1.15.110 - SQLink: 7.1.15.28	DB Version 7.1.15.110
Module	Action	Description	Revised SME Functionality
Routines	Modified	Discount logic - when caculating by item taxes reduce the item discount before the tax discount
Recurring Order	Fixed	New order was not properly created when the same Recurring order is generated more that once, in the same date range, in sequence…
System	Fixed	Reworked compliance check. Tech fails if is missing any certification linked to compliance
Recurring Order	Added	Information that the data is being generated
System	Added	Complaince Code Editor	New functionality
Proposal	Fixed	Editing proposals that have been exported to QuickBooks
SQLink	Added	Global discount bucket on item taxes

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Date:	04.01.2011	Version: SME: 7.1.15.109 - SQLink: 7.1.15.27	DB Version 7.1.15.110
Module	Action	Description	Revised SME Functionality
PO	Fixed	First time a tracking number was entered, it was 'seen' as blank when clicking the button to add it to the list.
Vendors	Fixed	Set the grid when changing tabs
Orders	Added	Flags to export subcontractor bills on closed orders	Change - use to only export on Invoices
Orders	Added	Prompt to re-export if the Bill has already been exported
Invoices	Added	Copy order flag setting to invoices
System	Added	Duplication checks for serial numbers	will prompt user to enter if a dup is found
SQLink	Added	Export of Closed Bills
SQLink	Modified	If a bill has been exported only delete for the specific order and not on combined orders
Orders	Added	When saving a Labor record prompt to re-export

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Date:	03.31.2011	Version: SME: 7.1.15.108 - SQLink: 7.1.15.26	DB Version 7.1.15.108
Module	Action	Description	Revised SME Functionality
System	Custom Fields	Added logic for partner discounts
SQLink	Modified	Screen layout
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Date:	03.30.2011	Version: SME: 7.1.15.108 - SQLink: 7.1.15.26	DB Version 7.1.15.108
Module	Action	Description	Revised SME Functionality
System	Modified	Discount logic
SQLink	Modified	Discount logic handling
System	Added	Item Discount fields to Price Books (Formerly known as Partner Discounts

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Date:	03.28.2011	Version: SME: 7.1.14.107 - SQLink: 7.1.15.25	DB Version 7.1.14.107
Module	Action	Description	Revised SME Functionality
System	Fixed	Listing all techs without emails if Work Flow was turned on
Sdispatch	Modified	Removed tasks from activities
Proposals	Fixed	Popup when doing a right click on servreq/performed in proposals after being in orders
Orders	Fixed	Missing datasource on serices in tab order
System	Fixed	Speed issues adding common services to orders
Recurring Orders	Fixed	Date on the service item was not set to current date on generation
SQLink	Fixed	deletion of items causing unrelated items to be deleted
Proposals	Modified	Do not export a QB proposal back to QB	One way sync
Proposals	Modified	Item handling

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Date:	03.25.2011	Version: SME: 7.1.13.106	DB Version 7.1.13.106
Module	Action	Description	Revised SME Functionality
System	Modified	Modified tranvesing modules to enhance speed issues on some networks.
System	Fixed	Quick views on proposals, orders, invoices, & payments
System	Modified	Include techs with blank zones to lookups
Invoice	Fixed	Note menu
Order	Fixed	Note menu
Order/Invoices	Fixed	Lock Tax functionality

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Date:	03.24.2011	Version: SME: 7.1.13.106	DB Version 7.1.13.105
Module	Action	Description	Revised SME Functionality
System	Modified	Modified tranvesing modules to enhance speed issues on some networks.

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Date:	03.23.2011	Version: SME: 7.1.13.105 - SQLink 7.1.13.24	DB Version 7.1.13.105
Module	Action	Description	Revised SME Functionality
Proposal	Added	Fields to support Proposal Export to QB	Proposals export to QB
SQLink	Added	Proposal export logic
Activities	Fixed	Alarms not firing
System	Modified	Started modifying tranvesing modules to enhance speed issues on some networks.

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Date:	03.22.2011	Version: SME: 7.1.12.104	DB Version 7.1.13.105
Module	Action	Description	Revised SME Functionality
Activities	Fixed	Alarm timer
Recurring Orders	Fixed	Search Views causing program to lock up
Customer	Fixed	Jump to recurring order from history error
Customer	Fixed	Maintenance Search lock up
Proposal	Added	Proposal fields to allow proposal export
Dispatch	Added	Flag to hide some service items in dispatch
Customer	Fixed	Refresh from Billing when changing billing on a customer

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Date:	03.21.2011	Version: SME: 7.1.12.103	DB Version 7.1.11.99
Module	Action	Description	Revised SME Functionality
Routines	Modified	String text handling for importing to Service table
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Date:	03.18.2011	Version: SME: 7.1.12.102 - SQLink 7.1.12.23	DB Version 7.1.11.99
Module	Action	Description	Revised SME Functionality
System	Modified	Update logic
SQLink	Modified	API thread handling

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Date:	03.17.2011	Version: SME: 7.1.12.101	DB Version 7.1.11.99
Module	Action	Description	Revised SME Functionality
Contacts	Fixed	Updating phone numbers when modyfing contacts
Customer	Fixed	Jump to Scheduled Service and edit or create a new service
System	Modified	Hot Key for adding Journal Notes	CTRL+ALT+N
Orders	Fixed	Vendor was not showing for non inventory items
Payments	Fixed	Reducing payment amount when clearing an invoice

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Date:	03.16.2011	Version: SME: 7.1.11.99 - SQLink 7.1.11.22	DB Version 7.1.11.99
Module	Action	Description	Revised SME Functionality
System	Added	Land on grid logic. If set will land in the grid instead of the filter row	New system User setting
System	Added	Hot key functioality	"Ctrl + Shift + T - jumps to details tab (if you aren't already there), adds new text Ctrl + Shift + L - adds new labor Ctrl + Shift + M - adds material Ctrl + Shift + P - Adds Package Ctrl + Shift + S - Adds Service Item Ctrl + Shift + E - Edits item (only from details page) Ctrl + Shift + D - deletes item (only from details page)"
SQLink	Added	Ignore SME Bill Address when exporting invocies and Proposals	New setting in SQLink
SQLink	Fixed	Exporting bills and POs when the customer is missing the QB ID

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Date:	03.14.2011	Version: SME: 7.1.11.98 - SQLink 7.1.11.21	DB Version 7.1.9.90
Module	Action	Description	Revised SME Functionality
Payments	Fixed	Not always setting the payment properly on the invoice
SQLink	Added	Auto Process to the Process Menu	When set SQLink will run process in a loop beginning with the first process and starting over when the last process has completed.