Program Changes December 2014

These are the program changes from September 2014 to December 2014.

Sales Prospecting

  • If the salesrep does not have backdate permission, then those reps cannot enter an appointment or prospect task more than 7 days in the past.
  • The manage opportunities list now has the option to print or export.
  • You can now save and view any type of document, picture, pdf, sound, or movie with a prospect.  Click the documents tab on the display prospect.  Then add the document.  The screen will browse for the file.  Double click on an existing file to display, listen, or view.
  • The move closed appointments to history routine will now remember how many days back you have set as a default days for the next time.
  • The prospect search screen now has the option to search by prospect number.

Bar Code

  • You now have the option to print bar code labels on a sheet of paper as well as the dymo printer.
  • Bar codes can be printed in item number or item description order.

Financial Manager

  • New report to compare customer revenue between two time frames. This can be used to find those customers which have a revenue drop or increase

Accounts Receivable

  • During the display of the invoice, the detail tab, the cost of the item is now displayed.  That cost can be changed, but it will not make any journal entries.  The cost change is for reference and invoice history purposes only.  This cost is the extended cost of the line item.
  • A new option for ACH (Direct Deposit) has been added to the payments screen.


  • New button on the display car stock to remove invalid items.
  • If you are not using multiple warehouses, the restock technician report will now show the location of the item instead of a blank warehouse code.
  • The display machine screen will now display the name of the sales rep for the customer account.

 Service Manager

  • The snapshot reports now have a column for the total number of contract invoices in the date range.
  • The technician analysis reports now have an option to select the techs to be included on the reports.

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