InBizness 2.6 Update

INBIZNESS BLOG CHANGES
The InBizness blog can be accessed via the main screen under the InBizness Blog tab and directly from your web browser. New information is added all the time to this web site include sneak peeks at future updates, new FAQ content, comments and much more. It has been recently updated to include a RSS reader function, so you can get immediate updates when new content is available!

NEW REPORTS UNDER THE REPORTS MENU
Clients Module: Marketing Record Crosstab Report
Timecard Module: Find Billable Timecards That Have Not Been Billed
Timecard Module: Week / Year / Staff Timecard Totals For Found Set Of Records
Invoice Module: Added Aging Reports By Customer (both general and detailed view)
Invoice Module: Added Overdue By Status report for aging reports
Invoice Module: Added Fiscal Year Quarterly Sales report to the invoice subcategory
Purchase Module: Added Show Open Purchase Orders report

MAIN MODULE CHANGES
Added a field that allows you to specify the start month of a fiscal quarter in the General Preferences area
Added a field to allow you to enter in the default address to appear on printed invoices in the Invoice Preferences area

CAMPAIGN MODULE CHANGES
Added a field that allows a campaign record to show up in Timecard pick lists or not
Updated the list view so that the Campaign, Status, Priority and Type can be sorted by clicking list label (Ascending and Descending)

CLIENT MODULE CHANGES
Tweaked the light gray top button bar, removed "New" from each button and added a Create New label to the right of the button row
Added Create Timecard to the Clients Create Related custom menu and added a button to create a related timecard
Added a current record specific report for time card entries and added this as a custom menu option under the Clients custom menu.
Added a Client Marketing Crosstab Report to summarize totals of actions shown in the Sales / Marketing tab
Added a stored search feature with scripts, value lists and custom menus
Added first stored search to find only clients that are flagged to show up in timecards records
Updated the list view so that the Company, State and Zip can be sorted by clicking list label (Ascending and Descending)
Added a small plus sign button next to the shipping and billing contact names. This button will create new related contact records using this entered data.

CONTACT MODULE CHANGES
Added vCard capabilities via a tab, calculation field and export field contents script (good for the iPhone)
Updated the list view so that the Contact Last Name and Type can be sorted by clicking list label (Ascending and Descending)

EVENT MODULE CHANGES
Updated the layout that is used for the event dialog box to resize vertically for FileMaker 9 auto resize features.
Updated the list view so that the Date, Title and Status can be sorted by clicking list label (Ascending and Descending)
Added a Duplicate This Event (full) button that will duplicate an event and duplicate the day and comment data
Added the Clone, Duplicate (basic) and Duplicate (full) custom menu option under the Events menu

INVENTORY MODULE CHANGES
Updated the list view so that the Description, Price, Class and Status can be sorted by clicking list label (Ascending and Descending)

INVOICE MODULE CHANGES
Added A New Tab called Timecard that includes a new portal for linking timecards to invoices.
Added Date Payment Due Field and Aging Status Field for upcoming Accounts Receivable features.

LEADS MODULE CHANGES
Updated the list view so that the Company, State, Zip and Status can be sorted by clicking list label (Ascending and Descending)

PROPOSAL MODULE CHANGES
Added a number of buttons that will remove formatting pasted in areas such as background and statements.
Added a sub-tab structure to the milestones tab and included About Milestones and List Of Milestones as those sub-tabs
In the milestone dialog box, added a button next to the title called Plain Title to remove formatting from pasted title data.
In the milestone dialog box, added a button next to the description called Plain to remove formatting from pasted description data.
Added the product comments data to be added to built proposals (previously was excluded)
Updated the list view so that the Company and Proposal Title can be sorted by clicking list label (Ascending and Descending)

QUOTE MODULE CHANGES
Updated the email quote operation to resemble the updates that was done with the Invoice email out. This includes the Text Quote tab, dollar format custom function, use of the LIST function for line items and more.

STAFF MODULE CHANGES
Added a sub tab to the Background tab, moved auditing to one sub tab and created a new sub tab called Users Last Session Info
Added a startup routine to capture data about a users session into a global variable and set that data into that users staff record when they exit InBizness. Now I can capture information about the user that might come in handy for later troubleshooting.
Took the Equipment, Software and Mileage tabs and consolidated them as sub-tabs within a new tab called Admin
Added A HR tab with portals for Education Degrees, Training and Evaluations
Updated the list view so that the Last Name and Title can be sorted by clicking list label (Ascending and Descending)

TIMECARD MODULE CHANGES
The Timecard screens didn't have their own custom menu, added that custom menu and applied to all Timecard layouts.
Added a script, magnifying glass icon button and custom menu option to jump to a related client record in a new window.
Added the ability to link a timecard record to an invoice.
Updated the area used to email timecard updates, added a field that shows a timestamp when the timecard was emailed out.
After much internal debate, decided to have the start time auto enter via the record creation time.
Tweaked the value list for selecting a campaign record to link to a timecard record using a field added to the campaign module.
Added the tab and portal for related media file records and the ability to add related media files from a timecard record.
Updated the list view so that the Date, Duration, Staff Name and Type can be sorted by clicking list label (Ascending and Descending)
Added a button called Clone Incremental, this will create a new timecard record and populate it with data from the timecard you were previously viewing and it will set the start time equal to the end time of the record you were viewing. This allows you to quickly add in a timecard for a business day.

VENDOR MODULE CHANGES
Added a country code field and assigned a value list to the country address field.
Updated the list view so that the Company, Type and Tax Type can be sorted by clicking list label (Ascending and Descending)

VENDOR BILL MODULE CHANGES
Added a tab and enclosed text field to view a text version of the vendor bill.
Added a custom menu and associated script to send an email version of the vendor bill

UNDER THE HOOD - CUSTOM FUNCTION CHANGES
Added the FYQ custom function to return the month and year of a fiscal year from a start fiscal year month

UNDER THE HOOD - CUSTOM MENU CHANGES
Reports menu, added Client Marketing Crosstab Report to summarize totals of actions shown in the Sales / Marketing tab
The Timecard screens didn't have their own custom menu, added that custom menu and applied to all Timecard layouts

UNDER THE HOOD - VALUE LIST CHANGES
Added a new value list called OVERALL_month that has values from 1 to 12 to make selecting a month value easier