Tuesday, September 23, 2008

Version 2.2

Version 2.2
This update has a number of minor tweaks in order to better support FileMaker 9 features. I'm adding this post when InBizness SOHO is on version 2.6 but wanted to have this information available for reference.

FILEMAKER 9 SUPPORT CHANGES
LAYOUTS - All main form view layouts have been updated to take advantage of screen resize features
LAYOUTS - All form view layout tab panels have been changed to full justification and squared appearance
SCRIPTS - Added the new grouping feature to allow developers to better organize scripts

NEW STAFF MODULE
Added new staff module as a gateway for additional user feature sets
Added routine to place the staff members id as a global variable on startup
Added a child match field to all tables for the possibility to link to a staff record
Setup all staff match fields in all tables to auto enter global variable information
Setup method for adding and editing security accounts from a security record
Security updates send emails to email address in the preferences area
Added tab panels for equipment and software along with associated interactions

MISC OTHER CHANGES
MAIN - added global fields for setting default company information to be used on invoices and correspondence
MAIN - added a preferences tab panel in the main screen
MAIN - added a tab panel for viewing version update history
CLIENTS - added a billing address email field
CLIENTS - added the price level field for two level pricing for invoices
INVOICE - updated the calc field for email invoices to use the LIST function
INVOICE - added a tab panel to see the text version of the email invoice
INVOICE - added the ability to do two level pricing for invoices
BUDGET - deleted this table and associated logic, it wasn't a clean fit or needed by the other modules
EMAIL - dialog box for creating emails now has a tab panel
EVENT - dialog box for creating events now has a tab panel

TAXES - had the ability to export records that are tax specific to a different table, this never really worked the way I imagined it, so I deleted the table and associated logic

RELATIONSHIP GRAPH - InBizness SOHO has been using anchor / buoy for quite some time. In this update, I made tweaks to the naming convention for objects on the relationship graph. In short, all buoy objects will have the naming convention of anchor_BUOY__comment. So the name of the anchor will appear first in lowercase, underscore character, BUOY NAME IN UPPERCASE, (optional dual underscore characters), (optional text that better describes the relationship).

PRIVILEGE SETS - Added the privilege sets of Owner, Manager, Admin, Sales, Data Entry, Customer Service and Information Tech. These are common business roles in a workplace and this allows us to integrate these roles with staff based security settings.

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