RELEASE DATE 21st June 2008 

Some of the main enhancements now available include:  

1. Button Icons - there is now the ability to change the style of buttons that appear on some screens. Rather than viewing the existing grey buttons for 'save', 'new', 'delete', etc, you can now choose to view them as image icons.  Click on My Profile, then update the question 'Button Style If Available'. 
   
   The existing button look and feel is the option 'Button' and is the default. The other choices are 'Image' which is a picture icon, 'Image and Text' which is a picture icon plus the word next to it, and 'Text' displays just the word (eg 'save').  
   
   
2. Email - When viewing an email we have reverted to having separate buttons (rather than a drop-down list) to make it quite clear which function you want to do.
   
    
3. Person Contact Details - there is now a relationship manager tab which will be expanded over the next few updates to include further detail on relationship management
   
   
4. Advanced Person Search - we have removed the restriction that existed relating to the number of fields that could be selected in an advanced search. Please be aware that if selecting all fields with no filtering that it may take some time to produce the report. Please think about your advanced search prior to running it.   
   
   
5. Person Quick Searching - when you type in part of a name to do a person lookup (in the quick search area or in a person lookup form) you can now put in 'Smith, John' or 'John Smith' and search. If you put a comma in the person's name it assumes that the text before the comma is the surname, the text after is firstname.
   
   
6. Standard Action Import - there is now the ability to perform a standard action import into the system. A document outlining the requirements and a sample spreadsheet will be available during the week.
   
   
7. Standard Contact Import - has been updated to include 'send news' as a field as well as Gender and also website address (the latter is associated to the business record).
   
   
8. Business Details - when you change the rating on a business contact record that rating now can flow through to the rating field on all person contact records linked to that business.
   
   
9. Business Card - the business card data entry form has been updated
   
   
10. Events - the description length for an event has been increased to 5000 characters
    
    
11. Messenger Conversations - if you have your conversation set to send out the body of the message within email notifications to participants, when somebody adds an attachment to the conversation it will now also be emailed out via a notification.
    
    
12. Projects - the Project form now allows the person who created the project to be able to access the project, even if the project has been set to be restricted to team members but there are no team members as yet.
    
    
13. Services - the way services are searched for and categorised on a website has been updated (is now very similar to Products).
    
    
14. Support - when saving a customer support issue and it asks whether you want to create an action, it will now save it with an action type of 'Support' (if that action exists within your business ... if it doesn't exist, it saves it as a 'file note' action type).
    
    
15. Supplier Orders - the supplier order search has been updated and now includes relationship manager. 
    
    
16. Time Tracker - there is now the functionality to keep track of time it takes you to do things. Start a time tracker record and go and do the things you need to, come back and stop the timer. It will keep track of the number of minutes it takes to complete the task. You can pause and restart the time tracker as many times as you like. You can only have one time tracker record going at a time (even paused). Once you have completed a time tracker record you can create an action to bill to a customer.  Check this new feature out via the Actions/Activities menu.
    
    
17. Opportunities - there is now the ability to create your own tabs viewable on Opportunity, Person and Business records. Please note that the ability to perform an advanced Opportunity Search on these new fields is not yet available, but will be coming very soon (we have made it available now so you can at least start to capture the information!).  You can already do advanced searches on the other two forms using any of the fields you add to these tabs.
    
    
18. Website Requests - you are now able to set up multiple 'request for information' pages on your website. The different types of requests are outlined below. 
    
    In addition to having multiple request forms on your website (eg one for suggestions, one for register for newsletter etc) you can also set up a different 'survey' to be linked to each Opportunity Type.  For example, you could have a 'More Information About X Product' link that not only takes them to a standard request form, but also displays a 'survey' that has some specific questions about about why they are interested in that product.
    
    Request Types are:
    1. [standard] - contains the basic person information and notes field
    2. Simple - has no business name or phone number
    3. Advanced - has full address information as well as question to subscribe to newsletter and how they heard about your business
    4. Register for Newsletter - which is the same details as simple, however it automatically signs them up to the newsletter (ie Send Email News = Yes on their contact record)
    5. Suggestion / Feedback - which is same details as simple however the notes field is called 'Suggestion'.