InBizness 2.8 Feature List

Seattle Washington - dwaynewright.com is excited to announce the immediate availability of InBizness 2.8! Below is a comprehensive listing of the changes in this upgrade. A series of movies explaining these updates is available from the dwaynewright.com web site.

NEW MODULE: CORRESPOND
So I finally needed to write a letter to someone that was in my version of the InBizness database. I've done this type of integration for dozens of clients throughout the years and somewhat surprised that I've waited this long to add this feature within InBizness. This isn't a feature rich implementation this time around but the foundation is certainly there for growth!

NEW MODULE: EXPENSES
Needed a way to quickly add expenses and thought it would be something most staff members would do from their staff record. Now later on, this will need to be more robust but I've made it ruthlessly simple in this update. So the data entry is done from the Admin tab in the Staff module but you can navigate to the Expenses module (now only available in list view) and do data entry there as well.

NEW REPORTS UNDER THE REPORTS MENU
inventory Module: Received Product By Date Range

OVERALL FEATURES: Added To The System
Added First and Last buttons for record navigation
Added a Dashboards sub menu to the Navigation menu to go directly to a specific dashboard

CHANGES TO THE SEARCHES MENU
Tweaked the Searches Menu to have module specific sub menus
Most modules now have a module specific searches menu under their custom menu ... Campaigns Menu has Campaign Searches
CAMPAIGN: Working Status
CAMPAIGN: As Needed Status
CAMPAIGN: Holding Pattern Status
CLIENTS: Active Clients Without A Follow Up Date
LEADS: Need Follow Up
STAFF: Active Only
TIMECARD: Today's Cards
VENDORS: Active Only

CLIENT MODULE CHANGES
Added a custom menu item under clients "AUTO ENTER EVENT: Call Client"
Added a custom menu item under clients "AUTO ENTER EVENT: Called Me And Left Message"
Added a custom menu item under clients "AUTO ENTER EVENT: Follow Up In 7 Days"
Needed an exclusive tab for timecard records and made this change
Rewrote the timecard payment process to use a join file, better accountability, have to manually add paid invoices to the list
Added two more client timecard tabs for timecards (need billing) and timecards (billed)
Rearranged the form layout some to consolidate Alternates
Added the ability to assign a client to a staff sales rep
Added three fields for sales rep follow up (last followup date, interval and next followup date)
Added 6 fields within a new Sales Staff tab for a sales rep to do their own specific data entry type
Changed the name of the Email / Events tab panel to now say Email / Events / Correspond
Added a tab panel and portal to view related correspondence to a client and created a custom menu to create those linked records

CONTACT MODULE CHANGES
Added a custom menu item under clients "AUTO ENTER EVENT: Call Client"
Added a custom menu item under clients "AUTO ENTER EVENT: Called Me And Left Message"
Added a custom menu item under clients "AUTO ENTER EVENT: Follow Up In 7 Days"
Added a custom menu item under clients "AUTO ENTER EVENT: Create A Related Timecard Entry"
Added a custom menu item under clients "AUTO ENTER EVENT: Export Record To A VCard file"

CREDIT MEMO MODULE CHANGES
Added a tab panel and associate related fields to view the invoice that may be linked to a credit memo record

DASHBOARD SALES CHANGES
Added a tab panel and associated portal to see a sales reps clients with a rolodex style alpha character filter
Added a tab panel and associated portal to see a sales reps clients via a billing address state filter
Added a tab panel and associated portal to see a sales reps invoices, sales orders, quotes and proposals
Added a portal on the main tab that shows clients and leads that require followup
Added a preferences tab to allow a sales rep to customize portions of InBizness for their specific needs

DASHBOARD MANAGER CHANGES
Added a portal that shows the staff members that have been linked to a particular manager
Added a new tab and associated portal for a manager to view the timecards of their staff by a date range

EVENTS MODULE CHANGES
Added "Constrain Found Set: Omit Complete" as a custom menu item for the Events menu

INVOICE MODULE CHANGES
Added a sales rep id field so that a record can be linked to that sales persons dashboard
Added a field called IsPosted for 123Sync QuickBooks Synchronization
Added an invoices Saved Searches sub menu for invoices with a balance due.
Added new tab panels called Customer Sat and it contains a tab panel with related info from credit memos, returns and support calls.
Added the ability to create related credit memo, return and support call records from the Invoice custom menu

LEAD MODULE CHANGES
Added a new green button labeled call, which automatically creates a new event and auto enters it as a call
Added a custom menu item under leads "AUTO ENTER EVENT: Call Lead"
Added a custom menu item under leads "AUTO ENTER EVENT: Called Me And Left Message"
Added a custom menu item under leads "AUTO ENTER EVENT: Follow Up In 7 Days"
Added three fields for sales rep follow up (last followup date, interval and next followup date)

PROPOSAL MODULE CHANGES
Updated the print out for the proposal record to have the new header format that was added to the invoice module in the 2.7 update.
Added a button called lower in the dialog box for proposal milestones. This is used when you paste content into the proposal milestone description that is in upper case. This allows you to make the entire section lower case and then you can clean it up accordingly.
Added a sales rep id field so that a record can be linked to that sales persons dashboard

PURCHASE MODULE CHANGES
Made the previous listing of purchase order searches a sub menu under the purchase menu.
Updated the printed purchase order layout to a more streamlined look and feel

QUOTE MODULE CHANGES
Added a sales rep id field so that a record can be linked to that sales persons dashboard
Added a quotes Saved Searches sub menu for open and closed quotes.

SALES ORDER MODULE CHANGES
Added a sales rep id field so that a record can be linked to that sales persons dashboard

STAFF MODULE CHANGES
Added an option for staff members to be automatically taken to their staff record and events tab when first opening InBizness.
Added a manager id field to assign a staff member to a manager (which is also a record in the staff table)

TIMECARD MODULE CHANGES
Reorganized the Timecard form view to have a more streamlined look and feel.
Added button and associated script to add incremental, this allows you to preserve the daily timeline but associate the new time card record with a different client / campaign.
Added a button and custom menu option to rename the window pane equal to the title of the timecard record. This allows you to be able to keep multiple timecard record windows open and know which is which.
Added a script and custom menu option that is used to edit a timecard with auto enter data in critical fields for reports. I created this for my selfish needs like recording my daily blog posting time but it can be edited for your own business needs.

VENDOR MODULE CHANGES
Added a custom menu item under vendors "AUTO ENTER EVENT: Call Vendor"
Added a custom menu item under vendors "AUTO ENTER EVENT: Called Me And Left Message"
Added a custom menu item under vendors "AUTO ENTER EVENT: Follow Up In 7 Days"
Added a tab panel and portal to view related correspondence to a client and created a custom menu to create those linked records

VENDOR BILL MODULE CHANGES
Updated the printed vendor bill layout to a more streamlined look and feel

UNDER THE HOOD - CUSTOM FUNCTION CHANGES
Added CF_ListToCommas, a custom function from Nick Stockbridge downloaded from briandunning.com
Added ProperSentence, a custom function that David Head of UlearnIT helped me out with.
Added SuperTrim, a custom function from Debi Fuchs downloaded from briandunning.com

UNDER THE HOOD - CUSTOM MENU CHANGES
Added Dashboard as an option from under the Navigation menu, goes to the appropriate user role dashboard

UNDER THE HOOD - VALUE LIST CHANGES
Tweaked the Event Type value list to include the options of Called In, Called Out and Follow Up.
Added a value list that only shows staff members that are in a manager role