InBizness 2.7 Feature List

Seattle Washington - dwaynewright.com is excited to announce the immediate availability of InBizness 2.7! Below is a comprehensive listing of the changes in this upgrade. A series of movies explaining these updates is available as well by clicking here.

NEW FEATURE: Role Based Dashboards
Added Manager Role Based Productivity Dashboard
Added Accounting Role Based Productivity Dashboard
Added Sales / Marketing Role Based Productivity Dashboard
Added Customer Service Role Based Productivity Dashboard
Added Information Tech Role Based Productivity Dashboard

DASHBOARD MODULE CHANGES
The role based dashboards were rolled out with minimal features but here are some of the features included at initial rollout
Information Tech Dashboard:Tab and Portal to show staff user log in activities and filtered by date range

OVERALL FEATURES: Added To The System
New Searches custom menu to automatically take you to a saved search in an InBizness module.
To help support more role based features, added fields to track what privilege set created and modified records in each table.
Added the ability to click the icon in form and list views to quickly install the FileMaker menu set for Full Access users
Added a global field that has the company address information on one line, without any carriage returns
Added a button and script to allow the printing of topics from the InBizness help module
Added a new custom function from briandunning.com / Ilya Shuvalov called IsWebClient
Added a table and process to capture staff user session log in data

NEW REPORTS UNDER THE REPORTS MENU
Invoice Module: Fiscal Quarter Report In CrossTab format
Timecard Module: Billable Timecards By Month / Week Report
Payments Module: Payments By Month / Type
Payments Module: Payments By Day / Type

CLIENT MODULE CHANGES
Added the ability to link an existing contact record to the currently viewed client record
Added a tab for Batch Email actions to link contact records to campaigns
Added a new Timecard tab With filtered ranges between a start and end date
Added a sub tab panel inside of the Background tab and added a QuickBooks related subtab

CAMPAIGN MODULE CHANGES
Added a tab for Batch Email actions
Added a portal to see linked batch email contacts
Added a link / portal / tab from a campaign record to lead contact records
Added a button to send one email to all batch contacts via a BCC setting
Added Create Related Timecard to the Campaign custom menu
Consolidate the tabs Linked Files / Products, Emails & Invoices as a sub tab in a new Linked Records tab

EVENTS MODULE CHANGES
Added button "Add Similar Event" to the Events dialog to create events with the same linked client / campaign
Added a text button next to the event details in the event dialog layout to insert from the last record visited

INVOICE MODULE CHANGES
Updated the printed invoice layout to a more streamlined look and feel
Added button and custom menu option to save an invoice as a pdf document and allows you to store the document location

LEADS MODULE CHANGES
Added the key id for a campaign to create a link from a lead to a single campaign
Added the ability to create a new quote from a lead record
Added a tab and portal to show quotes that have been placed into the system for a lead
Added the ability to link an existing contact record to the currently viewed lead record
Added the + button next to the contact name field in the address info section to quickly add that person to the related contacts table
Added a script / button to automatically create 8 follow up events for a lead record

PROPOSAL MODULE CHANGES
Discovered a need to build proposals that do not have a dollar amount assigned to any of the listed milestones. This helps lead the way to creating a type of requirement proposal to list milestone needs before assigning a dollar value to them. I updated the proposal to zero out any reference to a dollar amount in those situations.
Added the ability to flag a milestone from a proposal as a template, these can then be found in the new template tab. You can copy a template milestone and paste it directly into the currently viewed proposal.

QUOTE MODULE CHANGES
Added custom menu, buttons and associated scripts to convert a quote to a sales order
Added a link from quotes to leads, now leads can create quotes, because of this ...
Instead of showing related client address information, created address fields that auto enter either lead or client address information
Updated the printed quote layout to a more streamlined look and feel
Added button and custom menu option to save a quote as a pdf document and allows you to store the document location

SALES ORDER MODULE CHANGES
Updated the printed sales order layout to a more streamlined look and feel
Added button and custom menu option to save a sales order as a pdf document and allows you to store the document location
Added a field that signifies if that staff member goes to the main screen or the dashboard on open

STAFF MODULE CHANGES
Added a button in the events & timecard tabs to set the date range to yesterday

SUPPORT MODULE CHANGES
Added the list view for support records and column sort for issue date, customer and status
Added the ability to create linked events from a support record and a tab to see related events

TIMECARD MODULE CHANGES
Added buttons and associated scripts to view related Campaigns, Staff and Events from a Timecard record

VENDOR MODULE CHANGES
Added the ability to link an existing contact record to the currently viewed vendor record
Reorganized the vendor form view layout to have the large horizontal tab format
Added relationship to vendor bills from vendor record with new tab panel and associated portal record

VENDOR BILL MODULE CHANGES
Add a button / script that will automatically carry over the line items from a purchase order to a new line item on a vendor bill

UNDER THE HOOD - VALUE LIST CHANGES
Added a new value list called Contact_type that has the options of client, lead or vendor.