Tuesday, September 23, 2008

Version 2.4

Version 2.4
I'm adding this post when InBizness SOHO is on version 2.6 but wanted to have this information available for reference.

NEW CONTACTS MODULE
Added new contacts module so now you can document multiple contacts within a client or vendor record.

NEW LEADS MODULE
Added new leads module for cultivating new clients. This paves the way for a more robust lead to client process.

NEW SALES ORDER MODULE
Added new sales order module and allows you to convert a sales order to an invoice.

NEW TIME CARD MODULE
Added new timecard module so now you can have a staff member log their time and have it associated with a record in another module such as a campaign, a customer, a lead or just about anything!

NEW CREDIT MEMO MODULE
Added new credit memo module to record instances where a customer was issued a refund.

NEW RMA (return merchandise authorization) MODULE
Added new credit memo module to record instances where a customer was issued an authorization to return a product.

MAIN MODULE CHANGES
Edited and reorganized the buttons for module navigation, also updated the Take Me To dialog box
Added a tab to see the dwaynewright.com web site in a tab

CLIENT MODULE CHANGES
Added a portal to add contacts to Client record
Added a portal to add multiple addresses for a Client record
Added the ability to create a new RMA for a client from the Create Related custom menu
Consolidated the Sales and Marketing tabs into one tab
Added new Sales Order sub-tab with related portal within the Sales / Marketing tab
Added new tab called Customer Sat, included sub-tabs to for related credit memos and returns records
Added the related portals for the related credit memos and returns records

INVOICE MODULE CHANGES
Reorganized the top tab panels. It used to be a pair of thinner tab panels. Now it is one long tab and the address information is not seen side by side.

PAYMENTS MODULE CHANGES
Previous to version 2.4, the payment module was accessed via a portal in the invoice module. Now it has its own form, list and print layouts.

STAFF MODULE CHANGES
Added a link to the new timecard module (naturally) with a new tab panel for Timecard with a ranged portal display

VENDOR MODULE CHANGES
Added the tab panel for viewing related contacts via a portal and added the script to create related contacts

CUSTOM MENU CHANGES
Reorganized the Navigation Menu with new module options

USER INTERFACE CHANGES
Tweaked the main screen leveraging even more from the ISO Theme Library
Continued tweaking of form and list view interfaces using the ISO Theme Library materials.
Added a value list for time related data entry, mostly for timecard entry requirements
In most layouts, there is a tab that allows a user to submit customization requests

REPORT CHANGES
Added a new client report that reports on sales by state and ranks them by total sales

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