| AD TRACKER
|
6/8/2010
|
|
New Tab to track which ads were responded to by a contact. This is a direct link from the Ad Tracker module
|
|
| AD Tracker
|
6/8/2010
|
|
Scroll Bar was off the screen - corrected
|
|
| Address Book
|
6/8/2010
|
Added AUTO SAVE ON/OFF in Contact Detail Screen
NOTES:
Normally users will keep autosave on which allows the system to automatically save changes when you leave a window. This menu item allows a user to turn off the auto-save from the contact detail screen in the event that you made changes to a field and decided not to keep the changes.
|
|
| Address Book
|
6/8/2010
|
Added Cell 2, Fax 2, Email 2
NOTES:
Added more phone type fields
|
|
| Address Book
|
6/8/2010
|
|
Address Book - Start Task Series - Allow user to start a series more than once when doing groups of names
|
|
| Address Book
|
6/8/2010
|
|
Corrected sort order of email field in address book is sorting on CASE now it is not case specific
|
|
| Address Book
|
6/8/2010
|
|
Keep last sortby setting in address book as default
|
|
| Address Book
|
6/8/2010
|
|
SendOutCards.com Export option corrected to use TAB Delimited instead of COMMA
|
|
| Address Book
|
6/8/2010
|
|
Sort option for First Name, Last Name added
|
|
| Address Book
|
6/8/2010
|
When starting series from addrss book (Data > Start Task Series) automatically skip NON-Work Days
NOTES:
System was setup to skipover non-working days but it was adding the additional days to next work day (Monday) so you had more tasks than wanted - system now does not assign items on non-work days and keeps contacts consistant.
|
|
| Asset Manager
|
6/8/2010
|
|
Corrected Printing issue with new report generator
|
|
| Backup
|
6/8/2010
|
|
Added Admin Rights to Backup Program
|
|
| Backup
|
6/8/2010
|
|
Added option to backup to folders instead of main folder
|
|
| Backup
|
6/8/2010
|
|
BACKUP - New Progress Bars and options
|
|
| Backup
|
6/8/2010
|
When restoring data from a windows XP system the correct Program Files will be used
NOTES:
Windows XP uses C:\Program Files\ as the main folder but Windows Vista and 7 - 64 bit uses C:\Program Files (x86)\ - previous versions of restore would restore databases to the correct Program files folder.
|
|
| Backup/Restore
|
6/8/2010
|
Allow user to delete old backups from list
NOTES:
when selecting backup files to restore the user can press the DELETE key to delete old backups
|
|
| Calendar
|
6/8/2010
|
Added Action to Add Client Note or Transaction Note by selecting a Note type
NOTES:
See the Database Updates tab of any event
|
|
| Calendar
|
6/8/2010
|
Allow user to change a list of dates by a given number of days…
NOTES:
+5 for add 5 days to the selected events. -3 to subtract 3 days from each of the selected events
|
|
| Calendar
|
6/8/2010
|
|
City added to the Address where Properties were assigned
|
|
| Calendar
|
6/8/2010
|
When starting Weekly Recurring events you MUST have one day selected - causes problems
NOTES:
system now requires that at least one day of week is selected.
|
|
| Calendar Event
|
6/8/2010
|
NOTES BROWSER Button
NOTES:
If a new event added with no note the browse button is turned off - when editing an existing event that has a note the Browse button will be turned on so links can be clicked without doing anything. To edit an event you MUST turn OFF the browse option.
|
|
| Classification
|
6/8/2010
|
Classification Colors
NOTES:
Users can now color code classifications by editing the classification detail and selecting a color from the color selection dropdown. Each time the classification is shown it will show in the selected color
|
|
| Classifications
|
6/8/2010
|
moved "New Client Default" to lower left corner
NOTES:
When you are adding a large list of contacts you can setup "DEFAULT" classifications - so that each new contact has a specific list of classifications pre-assigned. Simply check the classifications you want to have on your new contacts and then press the SET button - once you have added all the new contacts come back in and click the CLEAR button to clear the default list.
|
|
| Contact Detail
|
6/8/2010
|
|
Added google Map options
|
|
| Contact Detail
|
6/8/2010
|
|
Corrected Runtime error 0 from email button
|
|
| Contact Detail
|
6/8/2010
|
Duplicate Record
NOTES:
Added option to duplicate demographics as a question
|
|
| Contact Detail
|
6/8/2010
|
Email Tab
NOTES:
Corrected error when viewing an email source code and then exiting - was causing an error
|
|
| Contact Detail
|
6/8/2010
|
|
Email Tab: when pressing the delete key to delete an email would remove 2 emails at times
|
|
| Contact Detail
|
6/8/2010
|
|
lifetime value - note not being added from popup contact window - this has been corrected..
|
|
| Contact Detail
|
6/8/2010
|
Mailing Name button now has 2 functions
NOTES:
down arrow allows you to pick from a list of predefined mailing name layouts or pressing the main button it rebuilds the mailing name and greeting.
|
|
| Contact Detail
|
6/8/2010
|
NEW FEATURE: Texting
NOTES:
down arrow on cell phones allows you to send a TEXT message to a contact. The only requirement is that you need to know the Cell Phone Carrier for that contact. Lookups are available - once set the cell phone carrier will be retained.
|
|
| Contact Detail
|
6/8/2010
|
|
Phone/Email/Web fields larger to see more details without scrolling
|
|
| Contact Detail
|
6/8/2010
|
|
Refresh history screen when editing property
|
|
| Contact Detail
|
6/8/2010
|
Tab order corrected
NOTES:
depending on how you have the system setup to display fields the tab order could be incorrect - the system has been changed to tab from field to field correctly.
|
|
| Database Utilities
|
6/8/2010
|
Added new settings for Compact/Repair Method
NOTES:
Standard Option - same as before / Enhanced Option - shows status bar and progress of the compact process.
|
|
| Database Utilities
|
6/8/2010
|
|
Do not Auto Sync when changing databases on exit
|
|
| DEMO DATES
|
6/8/2010
|
When demoing Advantage Xi the system now checks for the format of mm/dd/yyyy and does not give an instant timeout for users in canada.
NOTES:
it is still recommended that you setup windows to use mm/dd/yyyy format for items in your calendar to be processed correctly.
|
|
| DOC2TXM
|
6/8/2010
|
|
Added option to insert a standard Address Line
|
|
| DOC2TXM
|
6/8/2010
|
|
Added option to insert document signature
|
|
| DOC2TXM
|
6/8/2010
|
Added option to Remove 1st line of document
NOTES:
many times the first line of a document is the document name
|
|
| DOC2TXM
|
6/8/2010
|
|
Added to Word Processor Menu
|
|
| DOC2TXM
|
6/8/2010
|
|
Allow user to edit converted documents and save without needing to use file load
|
|
| DOC2TXM
|
6/8/2010
|
|
Allow user to LOAD all documents in LIBRARY folder
|
|
| DOC2TXM
|
6/8/2010
|
|
Drag/Drop files to convert
|
|
| DOC2TXM
|
6/8/2010
|
New Features added to document converter
NOTES:
Added DOCX as new type
|
|
| DOC2TXM
|
6/8/2010
|
|
One Click EDIT of document
|
|
| Document Transporter
|
6/8/2010
|
|
Allow user to select MULTIPLE files
|
|
| Email
|
6/8/2010
|
|
added COPY LINK to email right-click when hovering over a hyperlink
|
|
| Email
|
6/8/2010
|
added menu to remove an attachment from an email but keep the email attached to contact
NOTES:
helps to remove email attachments that are large but maintaining the email link
|
|
| Email
|
6/8/2010
|
|
allow user ot change shading color on groups - to blue/yellow/grey/white
|
|
| Email
|
6/8/2010
|
Arrow Up/Down and Delete keys jumping
NOTES:
System would jump to a different field when moving between emails for no reason
|
|
| Email
|
6/8/2010
|
Banned/Blocked List
NOTES:
Prevent system from putting users emails in the banned/block list.
|
|
| Email
|
6/8/2010
|
BCC Issues
NOTES:
when doing BCC emails - make sure you don't try to send to BLANK emails
|
|
| Email
|
6/8/2010
|
Changed how web documents are treated in emails.
NOTES:
Web documents were being setup as attachments instead of embedded in emails.
|
|
| Email
|
6/8/2010
|
|
Click on a group - preview window shows the count of emails in that group
|
|
| Email
|
6/8/2010
|
Color Column Added
NOTES:
New column that is selectable allows you to sort your emails by color
|
|
| Email
|
6/8/2010
|
Compose New Message - REMOVED COLOR button and put in options menu
NOTES:
users may want to predefine the color of an email in the SENT Folder by using this button but users were getting confused that it was to change the font color instead of the list item color - moved it to the options menu.
|
|
| Email
|
6/8/2010
|
Contact links to emails now get refreshed when deleting links
NOTES:
When an email is attached to more than one contact and displays the list of contracts - if you delete a contact the list was not being updated and leaving a contact name where there is no link.
|
|
| Email
|
6/8/2010
|
Corrected option for Using Stationery Heading
NOTES:
eStationery can contain a TITLE HTML tag that can be used as a Subject Line the system was setup incorrectly and once set could not be turned off
|
|
| Email
|
6/8/2010
|
Deleting emails in open window
NOTES:
refresh the main window of email list when deleting emails from a popup window
|
|
| Email
|
6/8/2010
|
Double-Clicking on Emails Brings To Front
NOTES:
System now keeps an email to the front after double-clicking on an email in the list. Previous versions could let the email move behind the main window and gets lost
|
|
| Email
|
6/8/2010
|
|
Draft/Future - show email count in the folders
|
|
| Email
|
6/8/2010
|
Email allow emails to be grouped by dates (TODAY/YESTERDAY/LAST WEEK/THIS MONTH/LAST MONTH/LAST YEAR)
NOTES:
This is done using the GROUPing option see training for details
|
|
| Email
|
6/8/2010
|
Email Rule: Attach to Contact
NOTES:
Mail rule can be setup to attach an email to a contact based on contents of subject or message body
|
|
| Email
|
6/8/2010
|
Email Rule: Attach to Property
NOTES:
Mail rule can be setup to attach and email to a property based on contents of the subject or message body.
|
|
| Email
|
6/8/2010
|
|
Email Signature Screen - allow resize
|
|
| Email
|
6/8/2010
|
Group Heading Options
NOTES:
When viewing emails by groups - right-click on the group heading to change viewing options like colors and font settings.
|
|
| Email
|
6/8/2010
|
Mail Account Setup - New Account
NOTES:
When you start a new email account use the Account Type to setup standard options for Gmail, Microsoft Live, Comcast (more to come later)
|
|
| Email
|
6/8/2010
|
Mouse Jumping issue - resolved
NOTES:
sometimes the mouse would jump off the screen when selecting menu items - this has been resolved
|
|
| Email
|
6/8/2010
|
New Email List Options
NOTES:
Right-Click on Columns to make changes to field columns, sort options, group options - once you have it setup the way you like then choose Save Column Layout from the bottom of the popup menu
|
|
| Email
|
6/8/2010
|
Right-Click on Column Heading - Auto Group By Column
NOTES:
Automatically GROUP when clicking on a column heading when this option is selected.
|
|
| Email
|
6/8/2010
|
Right-Click on Column Heading - Group By This Column
NOTES:
Groups by the selected column without using the drag/drop
|
|
| Email
|
6/8/2010
|
Save as Draft
NOTES:
Menu item added to compose new message to save email as draft. (enhanced)
|
|
| Email
|
6/8/2010
|
Scroll bar issues have been resolved
NOTES:
sometimes arrows will go away for no reason - new screen leaves scroll bars all the time
|
|
| Email
|
6/8/2010
|
Send in Future
NOTES:
This menu item allows you to assign a date/time for sending emails. When creating a new email click on MESSAGE > SEND IN FUTURE
|
|
| Email
|
6/8/2010
|
Show [Group By] Control Area
NOTES:
Menu item when right-clicking on an email column heading - check checked the control area will show and you can DRAG/DROP columns that you want to have as groups. By default the system will group the emails by DATE so you have emails sorted by (TODAY/YESTERDAY/LAST 7 DAYS/LAST MONTH/THIS YEAR/OLDER) - once you have it the way you want the save the column layout to keep it in this layout. Also Uncheck the the Show [Group By] Control Area to remove the control area so less space is taken up on screen.
|
|
| Email
|
6/8/2010
|
Size Column Added
NOTES:
New Column to see the email size and sort as needed
|
|
| Email
|
6/8/2010
|
Sort emails by date correctly
NOTES:
Sort properly during display and retrieval of emails (put emails in correct location in list)
|
|
| Email
|
6/8/2010
|
|
Status bar issue on find email screen
|
|
| Email
|
6/8/2010
|
|
Use Email Count to Speed Up Email Checking
|
|
| Estimated Proceeds
|
6/8/2010
|
Corrected Delete Menu
NOTES:
Previous system would add a blank entry when you deleted a worksheet
|
|
| Estimated Proceeds
|
6/8/2010
|
|
Status bar added to show date/time stamp
|
|
| Event Calendar
|
6/8/2010
|
Coordinator Button (Upper Right)
NOTES:
Pressing this button shows Coordinator options - Work Days, Work Hours, Time Units, Coordinator assigned calendar color as well as options for viewing contact names and phone numbers on specific types of events. Default Private option allows you to default the PRIVATE setting on events to keep them private by default. USE OPEN CLIENT AS DEFAULT - with this option selected, if a contact detail screen is option it will use that contact as the default. No Ending Times on Month View option will help save space on Monthly views by not showing ending times only show the start times of events.
|
|
| Google Sync
|
6/8/2010
|
Advantage Xi can now Sync to Google
NOTES:
What this means is that using the Google sync you can Sync your Contacts and Calendar Appointments to the Google Calendar which can then automatically sync to your smart phone. BlackBerry, iPhone, iPad, iPod Touch, Nokia, SyncML, or Windows Mobile device.
|
|
| Import
|
6/8/2010
|
Use Auto-Save Emails Default Value
NOTES:
When importing names into the address book the system now uses the AUTO SAVE Emails Default Value instead of leaving it blank
|
|
| List of Lists
|
6/8/2010
|
|
added ADD Button so you don't have to go to bottom to add a new list item
|
|
| List of Lists
|
6/8/2010
|
Hide Completed Items using the CHECKMARK icon
NOTES:
allows you to remove items from the list that have been completed without deleting them from the main list.
|
|
| Mail Rules
|
6/8/2010
|
Corrected the Rules to handle STRONG and /STRONG commands
NOTES:
some rules were being stopped based on having extra HTML text between text values.
|
|
| Main Menu
|
6/8/2010
|
Added RESTORE option on new user startup
NOTES:
when running the first time and asks for new user or connect - also offer RESTORE from Backup as a choice
|
|
| Main Menu
|
6/8/2010
|
Corrected database selection when user tries to change database location
NOTES:
Does not try to copy the database to itself if you pick the main database folder.
|
|
| Main Menu
|
6/8/2010
|
Drag/Drop of Menu Groups to change placement
NOTES:
Many user requested the ability to move the groups around - this feature is now available
|
|
| Main Menu
|
6/8/2010
|
Navigation Menu
NOTES:
Use the THUMB TACK in the upper right corner of the NAVIGATION Menu Header to Allow the menu to Hide and Popup or Show all the time. Having the menu hidden will allow you to have more screen "real estate" when running the software.
|
|
| Main Menu
|
6/8/2010
|
Navigation Menu - Right Click on Group or Icon
NOTES:
Right-Click on a Group Heading or Menu Item to change settings.
Select MENU SETUP > ITEM LAYOUT (changes how the menu items are displayed)
Select MENU SETUP > ICON SIZE (changes the size of the icon)
Select MENU SETUP > WORKSPACE LAYOUT (Change the size/direction of the tabs of running modules)
Select MENU SETUP > WORKSPACE POSITION (Changes the location of the tabs)
|
|
| Main Menu
|
6/8/2010
|
|
New Contact button to add a new contact quickly
|
|
| Main Menu
|
6/8/2010
|
|
New Series button to start a new series in the calendar
|
|
| Main Menu
|
6/8/2010
|
Quick Access - New Email
NOTES:
compose a new email when needed
|
|
| Main Menu
|
6/8/2010
|
QUICK ACCESS/SUPPORT Menu Items
NOTES:
These items can be set to display all the time or popup when selected. Simply double click on the Quick Access or Support items in the bar menu at the top to show/hide these items. Right Click on these items and choose "Customize Quick Access Toolbar…" to save the preferred position Minimized (hidden), Maximized (showing) or Last Position (leave it how I last had it)
|
|
| Main Menu
|
6/8/2010
|
|
Quick Access: Task Series
|
|
| Main Menu
|
6/8/2010
|
|
Standalone Modules have ! at the end of name in the menu
|
|
| Main Menu
|
6/8/2010
|
Support Group
NOTES:
Access to Knowledge Base, Support Tickets, Help Desk, Support Website, and Support Emails
|
|
| Main Menu
|
6/8/2010
|
Support Group (Tools)
NOTES:
Support tools for online support (help desk) to view error log file, update log, debug log
|
|
| Main Menu
|
6/8/2010
|
TABS above module area
NOTES:
New Tabs along the top of the module area allows you to quickly switch between modules without having to close other modules. Right-Click on any given tab and select "Set As Default" to assign which tab gets loaded first and displayed first when starting. Select "Open On Startup" to preload the tab when starting Advantage Xi. This gives you the ability to preload more than one screen on startup. Use the Reset Default to show the Today page only on startup.
|
|
| Main Menu
|
6/8/2010
|
Training Group - Added Notification
NOTES:
This will show automated notifcation from Mark-It Systems
|
|
| Main Menu
|
6/8/2010
|
|
Training Group - Added Training Center
|
|
| Main Menu
|
6/8/2010
|
|
Training Group - Added Yahoo Group
|
|
| Main Menu
|
6/8/2010
|
Training Group - Update List
NOTES:
See a list of recent enhancements
|
|
| Manifest Files
|
6/8/2010
|
|
Windows Vista/7 security allow manifest files for defined security options - all major applications in Xi are not setup to use Manifest Files
|
|
| Notes
|
6/8/2010
|
Copy To Clipboard
NOTES:
Copy to Clipboard allows users to copy both Text and HTML formats to the clipboard so it can be used in other documents or emails.
|
|
| Notes
|
6/8/2010
|
Note Types that are pre-assigned can no longer be deleted
NOTES:
Previous version would allow users to delete note types which caused problems in other areas of the software - you are no longer allowed to delete pre-assigned note types
|
|
| NOTES
|
6/8/2010
|
|
Removed additional HTML Markup text when viewing basic text list
|
|
| Notes
|
6/8/2010
|
View Format Button
NOTES:
Notes can be viewed as PLAIN TEXT or HTML - use the VIEW FORMAT to change between the 2 formats.
|
|
| Notes Tab
|
6/8/2010
|
|
Added QUICK entry for adding quick one liner notes
|
|
| Outlook Sync
|
6/8/2010
|
Added /AUTO as a parameter
NOTES:
using the /AUTO parameter on outlook sync will automatically sync without user input.
|
|
| Property Tab
|
6/8/2010
|
FOR SALE icon shows on Active Transactions only
NOTES:
When a property is closed and no longer active the icon returns to normal house icon.
|
|
| Real Estate
|
6/8/2010
|
Party Member Phone
NOTES:
Size of the phone field has been increased to show more information.
|
|
| Real Estate
|
6/8/2010
|
|
Property Service Report fixed to print introduction remarks and summary remarks.
|
|
| Real Estate
|
6/8/2010
|
Service Report Setup
NOTES:
User can now change the base color, accent color of the report without editing the report.
|
|
| Referrals Tab
|
6/8/2010
|
Referred by / Referral Tree / Alliance Referral / Alliance members
NOTES:
Tabs moved to the top of the referral tab window to be seen easier. Refresh button has been added to the referral tree area.
|
|
| Reports
|
6/8/2010
|
|
Birthday/Anniversary Reports changed for version 15 of report generator
|
|
| Reports
|
6/8/2010
|
Bulk Rate Stamp Changes
NOTES:
corrections to the Bulk Rate stamp on some bulk reports
|
|
| Reports
|
6/8/2010
|
|
cancelling out of a report print job caused major memory issue - this has been corrected
|
|
| Reports
|
6/8/2010
|
NEW VERSION of Report Generator/Editor
NOTES:
Many new features to report editor.
|
|
| Reports
|
6/8/2010
|
Removed warning when editing older layouts
NOTES:
anytime you edit a report that was made by an earlier version it can no longer be edited by the old version. Since users would not normally go back to an older version of the editor it was not needed.
|
|
| Sync Status
|
6/8/2010
|
|
Automatically close status window after 5 seconds
|
|
| Sync Status
|
6/8/2010
|
|
Color added to sync status on popup window
|
|
| System wide
|
6/8/2010
|
|
Updated Screen Look/Feel
|
|
| Today Screen
|
6/8/2010
|
|
Added option to Show/Hide Action Icons
|
|
| Today Screen
|
6/8/2010
|
Group printing of Labels and Cards into one print job when using the same defined layouts
NOTES:
This helps users to print all labels and cards as one group instead of individual print jobs on separate pages
|
|
| Today Screen
|
6/8/2010
|
|
refresh button on today screen to refresh the items
|
|
| Utilities
|
6/8/2010
|
|
remove close button on compact status
|
|
| Word Processor
|
6/8/2010
|
|
Added option to insert tables into the word processor
|
|
| Word Processor
|
6/8/2010
|
Added printer bins selection by printer type
NOTES:
Previous versions of bin selections used a generic menu - we have added options to display the actual bins available for your specific printer.
|
|
| Word Processor
|
6/8/2010
|
|
Added Rulers on left side for Height markers and tabs
|
|
| Word Processor
|
6/8/2010
|
|
email and website links as merge fields - allow actual link to work when merging and emailing
|
|
| Word Processor
|
6/8/2010
|
Insert Picture / New Picture Attribute Screen
NOTES:
Allows you to insert a picture - right-click on the picture to change the image attributes (Layout and Position, Size and Distance, Saving Options)
|
|
| Word Processor
|
6/8/2010
|
|
Insert Signature - Better options for using HTML signatures
|
|
| Word Processor
|
6/8/2010
|
Insert Text Frame / New Text Frame Properties
NOTES:
Allows a floating frame to be used in a document - right-click on the frame to format the frame properties
|
|
| Word Processor
|
6/8/2010
|
|
JPG is setup as the default image type
|
|
| Word Processor
|
6/8/2010
|
New Format Tabs window
NOTES:
Allow user to have a list of tabs and see the alignment of each tab entry
|
|
| Word Processor
|
6/8/2010
|
New Paragraph Frames window
NOTES:
Better control over Paragraph parts, styles and line widths and Text Distances
|
|
| Word Processor
|
6/8/2010
|
New Preview/no Preview windows to handle Large Font systems
NOTES:
When a user has the system setup to use LARGE FONTS (125%) the system matrix were being thrown off and the display would be messed up. An option in the word processor not corrects that for LOAD and SAVE screensdown
|
|
| Word Processor
|
6/8/2010
|
New TABLE properties window to define how a table in a documentis formatted. Including Frame and Color as well as Size and Formatting
NOTES:
Background Colors, Cell Margins, Frame Types and line widths
|
|
| Word Processor
|
6/8/2010
|
|
Use Microsoft Word DOCX format from Word 2007+
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| Word Processor
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6/8/2010
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Word Processor - Error 0 when doing Manual Process /Send Document via Email from the Property Detail Screen - Corrected
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| Xi Notes
|
6/8/2010
|
XiNotes - allow user to see advanced login options
NOTES:
moved checkboxes to main login window instead of advanced tab.
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| XiNotes
|
6/8/2010
|
Added option to NOT unload on logout
NOTES:
The system was setup to unload Xi Notes when you choose LOGOUT instead of just closing Xi - using this option it will not unload Xi when pressing the logout menu item.
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| Address Book
|
9/29/2009
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Constant Contact - Corrected issue when the Company Name had no value
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| Address Book
|
9/29/2009
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|
Corrected Notes Display had extra HTML Tags in the Display/Reports
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| Birthday
|
9/29/2009
|
Corrected Reporting
NOTES:
Recent Report Generator Updates caused a problem with the Birthdays Reports - Corrected
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| Calendar
|
9/29/2009
|
Changing Coordinators on Task Series
NOTES:
You can now assign Record Owner and Current User to Task Series when doing a Utilities > Change Coordinator. Previous versions only let you select specific people.
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| Email
|
9/29/2009
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|
Added CC's to list of fields displayed when emails are replied to or forwarded
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| Email
|
9/29/2009
|
Added Eamil Rule to Save Email to Contact
NOTES:
Users can now create a rule that allows the email to be attached (saved) to a Contact
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| Email
|
9/29/2009
|
Added Eamil Rule to Save Email to Transaction
NOTES:
Users can now create a rule that allows the email to be attached (saved) to a Transaction
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| Email
|
9/29/2009
|
Added MESSAGE > SAVE DRAFT
NOTES:
This feature will save the current message to a DRAFT Folder - if the folder does not exist it will create it.
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| Email
|
9/29/2009
|
Corrected TO/FROM Field Display when in the Sent Folder
NOTES:
Previous version had the TO's in the From Field and FROM in the To Field
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| Emails
|
9/29/2009
|
Changed how Signature and Stationery are used in NEW / REPLY / FORWARDED messages.
NOTES:
When composing a NEW message you can choose to use a SIGNATURE OR STATIONERY - When doing a REPLY / REPLY ALL / FORWARD you can choose to use a SIGNATURE OR STATIONERY. When Setting up a SIGNATURE you can use in the description if you want to use that signature for REPLIES ONLY. Or use in the description if you want to use that signature for FORWARDS. If neither of those words in Brackets are in the description the it will use the default signature.
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| Real Estate
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9/29/2009
|
|
Corrected Notes Display had extra HTML Tags in the Display/Reports
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| ALL REPORTING
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9/9/2009
|
Updated to the latest version of the Report Generator
NOTES:
This is a major update ot the reporting system - the report designer has been updated also. We are working on a training video to explain many of the new features
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| Calendar
|
9/9/2009
|
New Actions Added for Print Property Report
NOTES:
users can now use the calendar to print Property Reports from the Real Estate Module.
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| Calendar
|
9/9/2009
|
You can now setup new events to NOT use a default contact if you prefer that feature off.
NOTES:
In a feature that was added a couple years ago - if you have a contact detail screen open and then click on the calendar icon in the navigation menu to add an event the system would see that a contact was selected and automatically add this contact to the event being added - you can now turn this feature OFF by going into the Calendar Module and clicking on the COORDINATOR button and uncheck "Use Open Contact as Default"
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| Email
|
9/9/2009
|
Added option to add account number to POP3 message ID for users that have Microsoft Exchange POP3
NOTES:
Exchange does not assign unique message id's so we added the account ID to the exchange pop3 id to help make it unique to the users account
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| Flyers
|
9/9/2009
|
|
Setup to use New Report Generator
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| Real Estate
|
9/9/2009
|
Added the option to use Advantage Xi email when clicking on the Email Parties button.
NOTES:
Previous versions of this would only use the default email program. In the Address Book options you can tell the system to use the Advantage Xi email instead of the default email program.
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| Reports
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9/9/2009
|
New Report for RE-LIST LETTER.lbl
NOTES:
While this is formatted to be a letter, we set it up in the report generator so that when you print the report it places a SOLD message in the upper left corner of the image - this feature could not be done in the Word Processor so we made the letter part of the reports
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| Address Book
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8/5/2009
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Global Update
NOTES:
Added Status line to see records being processed
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| Database Utils
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8/5/2009
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|
Forced the primary tab to show when syncing
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| Email
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8/5/2009
|
Added Database Import Field for Ad Tracker
NOTES:
This allows you to assign the newly added contact to the Ad Tracker Database so that you know where the lead came from. More to come on this later..
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| Email
|
8/5/2009
|
Added Draft Folder Check to Auto Backup feature.
NOTES:
If the system sees that you have a Draft folder it will save the backup email drafts to that folder instead of the Saved Emails section. IMPORTANT: To Add a Draft Folder you need to highlight the "Mail Items" group at the top of your folder list and right-click and choose "New Folder" - this will create a folder called "New Folder" - right-click on this "New Folder" and rename it to " Draft" - Be sure to put a SPACE in front of the word " Draft" - the system looks for this exact folder name and will use it - the reason we put the space infront is so that it will place the Draft folder above the Inbox once you exit and come back in…
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| Email
|
8/5/2009
|
Added toolbar button to "Save Email To Another Contact"
NOTES:
Easy way to attach an email to a different contacts record.
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| Email
|
8/5/2009
|
COLOR Change to Preview Window on ARCHIVED emails
NOTES:
Any email that has been Archived will have the banner information of the email preview changed to a Dark Yellow
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| Email
|
8/5/2009
|
FIXED: Saved Attachments
NOTES:
Some users were having issues saving documents - we have made corrections to the saving procedures which should correct this problem.
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| Email
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8/5/2009
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Option was added to the message tab to "Include Email Addresses From Others" under the Suggest names while completing TO,CC, BCC
NOTES:
When using the Suggest names option the system looks in your address book emails to find contacts to suggest as you type. A new feature was added to also include those email addresses from people that have sent you email. The system will look in the FROM field of other emails to help suggest emails also - this checkbox option will turn that feature on/off
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| Email
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8/5/2009
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Rule: Database Import - Use FROM email when email not specified in message body
NOTES:
In most cases when you do get a lead from an email it will include the email address of the contact. If the email address is not provided then it will use the FROM field to find the contact. This is useful when using the ACTIVE field and someone wants to OPT out. If you setup a rule that looks for a keyword like "OPTOUT" or "REMOVE" in the subject line then the rule can change the ACTIVE field of a contact to unchecked (NOT ACTIVE) - in the past you would have had to have the email of the contact in the body of the message in order to find that contact - this enhancement removes that requirement so that the rule can search for the contact using the FROM field which should be the contacts email address.
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| Email
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8/5/2009
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Rules: Added new action "Mark as Read"
NOTES:
This allows you to automatically mark an email as READ if required
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| Email
|
8/5/2009
|
|
SPEED of email downloads has been increased
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| Email
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8/5/2009
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SPEED of viewing emails in a folder containing LOTS of UNREAD messages has been corrected.
NOTES:
In the past if you had a folder with several hundred or Thousand emails that were marked as unread it would take several seconds to display that folder - this has been corrected.
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| Address Book
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7/6/2009
|
Constant Contact
NOTES:
Changed to use their new HTTPS (security changes)
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| Email
|
7/6/2009
|
Added button to assign email to a property
NOTES:
Due to the popularity of the email assignments to properties - we have added a button on the toolbar to allow you to quickly attach an email to a property.
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| Email
|
7/6/2009
|
Automatic lookups of email addresses from other emails
NOTES:
When the user types in the TO field the system will check for names and emails in the address book as well as checking other emails and looking in the FROM field. This way a contact does not have to be in your address book to be able to reply back to them and allow the system to find their email address for you.
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| Email
|
7/6/2009
|
|
Corrected wording of popup message when exiting the program before sending an email - used the word "existing" instead of "exiting"
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| Email
|
7/6/2009
|
Correction
NOTES:
We found a problem with emails assigned to contacts from the mail rules from our last enhancments - we have corrected the problem but some emails may be attached to wrong contacts - you will need to manually attach the email for any of them that were imported and incorrectly assigned from a mail rule.
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| Email
|
7/6/2009
|
New Account Wizard added Gmail as an automatic settings asignment
NOTES:
Makes it easier for users with Gmail to setup their account.
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|
| Finance 800
|
7/6/2009
|
Change the calculations for FHA up front MIP
NOTES:
In FHA the following changes should be made to your System Defaults
Settings > System Defaults
Change :Factor <= First Break (High Area) to 0.9650
Change :Factor > First Break (High Area) to 0.9650
Change :Factor <= First Break (Low Area) to 0.9650
Change :Factor <= Second Break (Low Area) to 0.9650
Change :Factor > Second Break (Low Area) to 0.9650
Change FHA Max Loan - 1 Unit = to your max loan amount for your area
Change FHA Max Loan - 2 Unit = to your max loan amount for your area
Change FHA Max Loan - 3 Unit = to your max loan amount for your area
Change FHA Max Loan - 4 Unit = to your max loan amount for your area
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|
| Address Book
|
6/8/2009
|
|
Corrected the tooltip on the ACTIVE field
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| Address Book
|
6/8/2009
|
|
Corrected Zipcode Lookup when no County or Country is provided
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| Address Book
|
6/8/2009
|
When sending names to Constant Contact we covert the '&' symbol to 'and' so that the system does not cause an error
NOTES:
The '&' symbol is a special character used by XML & HTML commands and can cause problems if being used - we simply convert the symbol to the word 'and' to pevent the problem.
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| Email
|
6/8/2009
|
Added the ability to save more than one email at a time to Properties.
NOTES:
when a user has multiple emails selected and selects to save them to properties - all selected emails will now be saved to the selected property
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| Email
|
6/8/2009
|
Changed the way we check emails when they are being left on the server.
NOTES:
Some users are leaving large numbers of emails on the smpt server and was causing a major delay when receiving emails. While this is not a good practice it should also not be a limitation. We have changed the way we check emails soa that old emails are skipped during the checking process. While this sounds like it sould be an easy process the other issue is that we still need to deal with emails that need to be removed because they are in the TRASH of Advantage Xi or they are over a specific number of days. In order to use this feature you MUST have the 'Quick Check" option turned ON (Checked) in Tools > Options
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| Email
|
6/8/2009
|
|
Importing Rules using the CELL Phone will now work correctly
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| Email
|
6/8/2009
|
|
When printing emails the printout will include the number and names of attachments
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| Email
|
4/6/2009
|
Corrected: Mouse Pointer Jumping issue
NOTES:
I think we have fixed the mouse jumping issue - selection and diplay code was updated to try to prevent the mouse from jumping on the screen. We think that it has been fixed but need you to notify us if you find otherwise.
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| Email
|
4/6/2009
|
Enhanced: Email Retrieval for users that leave messages on the server
NOTES:
In the past - all emails that were left on the server were scanned before bringing them into the software to determine if they needed to be downloaded, deleted or skipped. You can go into Tools > Options and CHECK the option to use QUICK CHECK and the system will track downloaded emails differently to quickly download new emails - if you have several email on the server currently, you will need to let the system go through the emails once to allow the tracking to be started but then it will download only new emails on the second round of checking.
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| Email
|
4/6/2009
|
Moved the SEND/RECEIVE button to the right ONE Group
NOTES:
Some users did not want the Ban/Block buttons right next to the Send/Receive button -
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| Address Book
|
4/1/2009
|
Added Constant Contact Interface
NOTES:
From the Address Book using Marked Records or the Contact Detail Screen - You can now click on EMAIL > SEND TO CONSTANT CONTACT - This will display a window to allow you to enter your Constant Contact Login Information and select from the Classification Lists that you have on Constant Contact. Then click the Add button to Add the Selected Name(s) to Constant Contact.
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| Address Book
|
4/1/2009
|
|
Added Special Export for Coldwell Banker Users - This is a special format for their Company System
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|
| Real Estate
|
3/17/2009
|
Added Parcel Number Button to Access Website
NOTES:
In the Properties Tab you will find the Parcel # BUTTON instead of a label - you can Right-Click on the button to assign a generic lookup web access and use '%1' as the Parcel Number. When you Click on the Parcel Number button with your left mouse button it will replace the %1 with the Parcel Number in the field and then goto the website specified.
So if you enter a website like…
http://www.maricopa.gov/Assessor/ParcelApplication/detail.aspx?Id=%1
if 111-222-333 is in the parcel # field.
It will replace the %1 with 111-222-333 in the website address and open the site using a web address like this:
http://www.maricopa.gov/Assessor/ParcelApplication/detail.aspx?Id=111-222-333
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|
| Backup/Restore
|
3/11/2009
|
|
Added option for date/time stamps on backup files
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|
| Email
|
3/11/2009
|
Changed the recent feature for extracted attachments with counters
NOTES:
if an attachment already exists when being extracted the system will now date time stamp the attachment instead of a simple counter - this will help prevent mixed up files when using foldershare
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|
| Investors
|
3/11/2009
|
Additional feature requests
NOTES:
THIS MODULE IS STILL IN BETA - ONLY BETA USERS HAVE ACCESS TO IT
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|
| Real Estate
|
3/11/2009
|
|
Browser List was not showing all properties - change the search to allow it to show all properties in the transaction list
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|
| Real Estate
|
3/11/2009
|
|
Corrected the popup window for selecting transactions - some columns of data were not under the correct heading
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|
| Sync
|
3/11/2009
|
NEW: Document Transporter files now transfer automatically during sync
NOTES:
If a document is placed in the document transporter - the system will check if there is a newer version of the file on your computer and automatically add it back into the transporter - when you sync that document will be available to other users. If they have the auto-sync turned on then after the sync process the document will be updated automatically after the sync.
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|
| Calendar
|
3/4/2009
|
Added the Investors Module to the Task Series
NOTES:
This allows the users with the Investor Module to create task series and include the units, Assigned Agents, Building Owner, Current Tenant to the Task. You can now click on the Unit Description to popup a building detail as well as select a building from a popup list
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|
| Import
|
3/4/2009
|
Changes to Agent Office Import
NOTES:
Corrected Several import fields including the Category Indicator which tells if the property being sold is a Buyer or Seller and if you are the listing agent or buyers agent
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|
| Internet Browser
|
3/4/2009
|
NEW: Advantage Xi Browser Toolbar for Internet Explorer and Firefox
NOTES:
Advantage Xi Community Toolbar - Stay connected and get so much more. Install this toolbar to get easy access to Training, Support, Messages and Chat. http://advantagexi.ourtoolbar.com/
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|
| Support Tickets
|
3/4/2009
|
NEW: Support Tickets to ask Questions and Get Support Quicker
NOTES:
One of the biggest challenges that we have had in the past is the abilty to help our customers quickly. Using the Advantage Xi Support Ticket you can enter your support questions and concerns over the Internet and get put into the que quicker. This will help you get your answers quicker and speed the process up. To Access the Support Que use the following link: http://www.AdvantageXi.com/Ticket
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| Email
|
1/14/2009
|
Email Sending Issues
NOTES:
If you are having Email Sending Issues please follow the instructions at this link: http://www.AdvantageXi.com/Attention.htm
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|
| Address Book
|
1/7/2009
|
Added a small icon after Adv Search to allow the user to search by transaction address
NOTES:
This button allows the user to select a transaction addrss and display all party members that were assigned to the transaction
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|
| Address Book
|
1/7/2009
|
Added Sort By to the tool bar
NOTES:
allows the user to sort by predefined sort fields easier without having to search them in the menu
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|
| Business Builder
|
1/7/2009
|
|
Corrected a few minor errors
|
|
| Buy/Sell
|
1/7/2009
|
Added Buy/Sell Client Search to the list of Mark-It Advantage Navigation Menu Items.
NOTES:
Right-Click on the Real Estate tab then choose Add Mark-It Advantage Xi Program and Select the Buy/Sell Client Search. This adds an Icon to the Navigation menu that allows you to search for Contacts in your database that are looking for specific features in a home. When you list a new property you can use this feature to see if anyone in your database is search for features contained in the property.
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|
| Email
|
1/7/2009
|
Added additoinal debugging options
NOTES:
Many users that have GoDaddy as their SMTP provider have been having issues with sending emails or having them get stuck in the outbox - we have added some additional checks to try preventing this issue - while we do not think the problem is with Advantage Xi, we want to try this as a work around to assist those GoDaddy users send out mail with less trouble. If the problem continues we can also view log files that tells what is happening during the sending process.
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|
| Email
|
1/7/2009
|
Added new Options Tab to allow user to extract attachments to the hard drive before saving to the database.
NOTES:
Users that get large attachments may want to turn this option on - instead of storing the attachments in the database, you can now setup a shared folder that attachments can be placed before the email is stored in the database. This helps reduce the size of your database and helps to speed up the sync process.
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|
| Email
|
1/7/2009
|
Corrected print option from stand alone
NOTES:
In a recent update we added a security feature that prevented printing of emails from the Stand Alone Email Module - This has been corrected
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|
| Import
|
1/7/2009
|
Added option for users to print a list of Advantage Xi fields that can be imported
NOTES:
When selecting a field for a given column the user can click on the EXPORT button in the lower right corner to export the list to a Notepad screen - From there you can print the list.
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|
| Task Seies Spreadsheet
|
1/7/2009
|
Corrected problem with date display on completed tasks
NOTES:
Minor display issue
|
|
| Today Screen
|
1/7/2009
|
Added option to sort ascending (A-Z) or Decending (Z-A)
NOTES:
Gives the user better control over what is viewed on the today page
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|
| Email
|
12/9/2008
|
|
Added menu item to allow user to attach an email to a property
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|
| Email
|
12/9/2008
|
Corrected Error 52/53
NOTES:
When not attached to your archive folder some users were getting error 52 or 53 - we have made changes to the archive area to try to prevent this error - if you continue to get this error please notify support
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|
| Real Estate
|
12/9/2008
|
Email Tab
NOTES:
Emails can now be assigned to Properties
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|
| Address Book
|
12/8/2008
|
Added option for additional record owner
NOTES:
records can now have 2 record owners so that multiple users can gain access to owned records.
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|
| Address Book
|
12/8/2008
|
Added option to TAPI Dialing
NOTES:
Some VOIP phone systems allow this method for dialing phone numbers from your computer - additional drivers are required for your phone system.
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|
| eFlyers
|
12/8/2008
|
|
Added option to preview images on the eflyers server as well as copy their URL to the clipboard.
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|
| Email
|
12/8/2008
|
Added Delete button to Preview Window
NOTES:
User can now delete emails from the preview screen.
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|
| Email
|
12/8/2008
|
Added Previous / Next To Email Preview Window
NOTES:
When you double-click to view an email the system will now let you go Previous and Next to change emails without having to close the window
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|
| Family (Tab)
|
12/8/2008
|
Added Behavior field to list of available items per family member.
NOTES:
Some users wanted to keep track of behavior traits - Usually 4 Different types of behaviors - this field allows you to define the personality traits for each person in your database. Depending on the behavior traits you want to use, simply type in the names of the categories you want to use and save them in the dropdown list for later use.
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|
| Real Estate
|
12/8/2008
|
Added Sort/Search options to new browse fields
NOTES:
Buyer / Seller / Description fields can now be searched from the Real Estate browse screen. Simply click on the column you want to search, then type into the search field
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|
| Today Screen
|
12/8/2008
|
Added viewing options and sorting options
NOTES:
User can now organize the today's events records using additional viewing and sorting options
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|
| Address Book
|
9/25/2008
|
In the Classification Add/Edit there is a new option to select the contact type that goes with the classification
NOTES:
Some classifications are only needed for specific contact types. This option allows you to pick the contact type
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|
| Calendar
|
9/25/2008
|
Allow user to delete event classifications
NOTES:
user can press CTRL+DEL to delete the selected entry
|
|
| Commissions
|
9/25/2008
|
|
Added a button and help for setting up formulas
|
|
| Do Not Call
|
9/25/2008
|
|
Corrected color option for Do Not Call phone numbers
|
|
| eflyers
|
9/25/2008
|
Allow users to upload PDF files to website
NOTES:
this allows users to include pdf's as links in an email - the pdf is stored on our website.
|
|
| Email
|
9/25/2008
|
|
Added Block / Ban Sender Icon on Toolbar
|
|
| Email
|
9/25/2008
|
|
Added mail rule to BAN (delete) the email based on criteria
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|
| Email
|
9/25/2008
|
|
Mail Rule multi line import of notes can now include line breaks using |br| instead of ||
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|
| Email
|
9/25/2008
|
Merge Fields option added to Hyperlink Install
NOTES:
merge fields can be used in the Hyperlink Inserts
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|
| Email
|
9/25/2008
|
Show CC field on emails
NOTES:
Added the CC field to the list of fields
|
|
| Outlook Sync
|
9/25/2008
|
Corrected option to select contact folder on sync
NOTES:
Some users may have more than one 'Contacts' - the system now displays the root folder where the 'Contacts'
|
|
| Outlook Sync
|
9/25/2008
|
Fixed issue with sync when contact has a QUOTEMARK in the name
NOTES:
system was stopping during sync on names with Quotes in them
|
|
| Real Estate
|
9/25/2008
|
Added commercial field block
NOTES:
(more fields to come)
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|
| User Defined Screens
|
9/25/2008
|
|
Allow user to delete dropdown options
|
|
| Address Book
|
8/13/2008
|
Several Changes
NOTES:
*- When printing - doevents after save to refresh screen quicker
*- order by Last Name, first Name, company
*- Global Update - Work phone 1 - blank field - replace "+1 " with ""
*- rename field for auto-save in global update
*- in QuickSearch from Main Menu use a dropdown to select field to search -Last,First (primary and secondary) - Company - Phone/Email - Address
*- allow to search on SecondaryFirstName and SecondaryLastName too (part of the first choice)
*- when auto dialing allow user to setup popup note default on/off in options
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|
| Backup
|
8/13/2008
|
|
Added Exit Button After Import
|
|
| Calendar
|
8/13/2008
|
Added option to remove ending time on events when viewing Month View
NOTES:
Made as option in Coordinator settings
|
|
| Documents
|
8/13/2008
|
In the Documents Tab we have added a new button to select a FOLDER
NOTES:
By selecting a folder as a document - this gives the user the ability to put all external documents into one CLIENT FOLDER on the hard drive or network and have quick access to that folder when viewing the contact.
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|
| Email
|
8/13/2008
|
Several Changes
NOTES:
*- Rename "Refresh Sorted Emails" to "Search For ALL Emails To/From This Contact"
*- Email Time (check timezone EST - change the email time recieved as needed - or put current date/time as option)
*- When exiting check send errors and tell users if there are any records in there...
*- When emailing to several people -make sure the email linked to all people that have auto-save turned on
*- In the email find screen - allow user to add a contact from an email
*- In the email find screen - allow user to attach email to a contact
*- Multiple email saved to contacts in CC & BCC and To
*- Mail Rule - Added option to change Acive field to True or False
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|
| Import
|
8/13/2008
|
Added More fields for Agent Office Import
NOTES:
Agent Office versions 9 & 10 use tables to keep phone numbers, emails, and classifications - we now import those tables.
|
|
| Import
|
8/13/2008
|
Fixed Entry Date
NOTES:
Dates were imported incorrectly when using Entry Date
|
|
| Main Menu
|
8/13/2008
|
Added option to Add Website URL to display in default browser
NOTES:
When using website links in the navigation bar, you can now decide if you want ot see the website in the Advantage Xi window or use your Default Web Browser.
|
|
| Main Menu
|
8/13/2008
|
Fixed popup question for install modules when connecting to an existing database.
NOTES:
If user was connecting to an existing database, the system would not display the install modules question - this has been corrected
|
|
| Palm
|
8/13/2008
|
|
Added options for deleting all records from palm
|
|
| Showings
|
8/13/2008
|
|
FIX: When adding showings to the the system was not attaching the Property to the Event - this has been corrected.
|
|
| Address Book
|
7/15/2008
|
Added Google Map option
NOTES:
from the AddressBook options you can now choose between Yahoo Maps and Google Maps
|
|
| Address Book
|
7/15/2008
|
Reverse Lookup
NOTES:
Advantage Xi has change the reverse lookup options to use WhitePages.com and however a limited number of searches each day may warrant future updates
|
|
| Calendar
|
7/15/2008
|
When processing email events the system checks to see if the contact is ACTIVE
NOTES:
By checking the Active status of a contact before processing events on the calendar - the system can now be setup correctly to stop sending emails to contacts that have sent emails back to you that wish to be removed from the mailing list.
|
|
| Email
|
7/15/2008
|
Corrected an issue with reply emails when the sender had a '@' symbol in their name
NOTES:
The problem is that we were looking for the @ symbol to identify the email address and with that character in the contact's name it would find the wrong information
|
|
| Email
|
7/15/2008
|
Corrected issue with mailto command
NOTES:
Advantage Xi did not find some mailto commands that were not setup in all lower case - this has been corrected.
|
|
| Email
|
7/15/2008
|
Undelete multiple emails
NOTES:
In a previous update we added a feature to undelete the last deleted email - we have changed this feature to undelete multiple emails in reverse order.
|
|
| Emails
|
7/15/2008
|
Font Size on Email List
NOTES:
From the email options screen you can now choose between 8(default),10,12 & 14 point font sizes on the email list -
|
|
| Calendar
|
6/24/2008
|
|
Added Event Party member [Record Owner] so that the record owner can be assigned
|
|
| Calendar
|
6/24/2008
|
NEW FEATURES: Database Updates
NOTES:
You can now Add the Event Note the Contact or Transaction or BOTH in a To Do Action - this makes a copy of the note and places in the specific Note Type that you specify
|
|
| Calendar
|
6/24/2008
|
NEW FEATURES: Send Emails with BCC
NOTES:
Send Email Actions can now be assigned BCC based on Party Members in the transaction - this gives you the ability to BCC other party members of the transaction an email that was sent to the buyer or seller
|
|
| Email
|
6/24/2008
|
Corrected Error when exiting email module
NOTES:
minor issue where userid was not assigned that caused an error to be written to the error log - no message displayed
|
|
| Email
|
6/24/2008
|
Database Import (Auto Proper Case)
NOTES:
(Auto Proper Case: Mailing Name, Company, Primary First/Last Name, Secondary First/Last Name, Address, City)
(Auto Upper Case: State)
|
|
| Lead Tracker
|
6/24/2008
|
The AMS Lead Tracker now has the ablity to Add Records Manually
NOTES:
This lead tracker module is designed to track leads from the AMS (Automated Message Service) to track leads that call in to listen to pre-recorded messages. This feature allows you to manually add phone numbers and call entries if needed.
|
|
| Palm Sync
|
6/24/2008
|
|
fixed phone number storage problem when over 5 phone numbers on a contact
|
|
| Point Import
|
6/24/2008
|
|
Added default option for Auto-Save emails
|
|
| Point Import
|
6/24/2008
|
|
Corrected Assigned Record Owner for Prospects
|
|
| Address Book
|
6/5/2008
|
New Export Option
NOTES:
Added Export for SendOutCards.com
|
|
| Calendar
|
6/5/2008
|
Time Selection
NOTES:
When selecting a Time in the daily /weekly screens then clicking on the ADD button the system now uses the selected time for the event on the popup window
|
|
| Email
|
6/5/2008
|
|
added checkbox in the option screen under timers/delays to allow other processes during email check
|
|
| Email
|
6/5/2008
|
|
Allow user to edit / save HTML Source from Signatures and New Messages
|
|
| Email
|
6/5/2008
|
Default Font
NOTES:
Corrected default font from changing to Times New Roman
|
|
| Email
|
6/5/2008
|
Email Forwarding Rule - Added new option
NOTES:
Mail Rule to forward Emails now include an option to forward to the Record Owner of the contact using @RecordOwner@ or @RecordOwner-Me@ to exclude yourself
|
|
| Email
|
6/5/2008
|
Folder Assignment for Public Rules
NOTES:
corrected error when a mail rule specifies a FOLDER to access that has been deleted or belongs to another users that is not marked as public
|
|
| Email
|
6/5/2008
|
|
New Message - changed Insert Hyperlink to one screen instead of 2 popups
|
|
| Email
|
6/5/2008
|
Refreshed list after undelete
NOTES:
refresh the email list after doing an UNDELETE of the last deleted email
|
|
| Email
|
6/5/2008
|
Round Robin record owner assignments on email data import now allows for a global list
NOTES:
Use this feature to assign record owners to contacts from multiple email lead sources
|
|
| Email
|
6/5/2008
|
Signature Double Space
NOTES:
Corrected so that Signatures no longer Double Space by default
|
|
| Email
|
6/5/2008
|
Signatures
NOTES:
Added Insert Hyperlink to signature
|
|
| Email
|
6/5/2008
|
Word and Excel Attachments
NOTES:
Corrected Attachments issue when Word/Excel Documents have a file open to allow the file to be attached
|
|
| Outlook Sync
|
6/5/2008
|
Added Import option of Emails
NOTES:
Added Import Check of Emails by Folder
|
|
| Contact Management
|
5/19/2008
|
|
Global Update - Added County to global updates
|
|
| Contact Notes
|
5/19/2008
|
|
Added Print to the Notes Entry Screen
|
|
| Email
|
5/19/2008
|
Added "Assign Owner" button to Database Import Rules
NOTES:
- allows you to assign the record owner in a "Round Robin" method.
|
|
| Email
|
5/19/2008
|
Added @RecordOwner@ option
NOTES:
Added @RecordOwner@ option to Forward emails to the record owner of the email that was just imported.
|
|
| Email
|
5/19/2008
|
Added Bolded Fonts to Parent Folders when a Sub-Folder has unread email
NOTES:
(Sorry Gary)
|
|
| Email
|
5/19/2008
|
Added option to stop a task series ?
NOTES:
New option in Mail Rules
|
|
| Email
|
5/19/2008
|
|
Added Undelete option to undelete the last email
|
|
| Email
|
5/19/2008
|
|
Default Font has been changed to Arial
|
|
| Email
|
5/19/2008
|
use (2 Vertical Bars) "||" for mail rule import of fields with multiple lines
NOTES:
use (2 Vertical Bars) "||" for mail rule import of fields with multiple lines - will search for the first word before the bars then grab everything down to the word following the bars
-Other Software:||Comments: (Grabs everyting between "Other Software:" and "Comments:")
-Other Software:|| (Grabs everything after "Other Software:" to the end of the message)
|
|
| Email Rules
|
5/19/2008
|
|
- Added right-click on criteria fields to allow user to delete a criteria line.
|
|
| Family Tab
|
5/19/2008
|
|
Added a comment line to the Family tab items
|
|
| Lead Tracker
|
5/19/2008
|
Lead Tracker - New Module to Track Leads from a Call Capture System
NOTES:
This module requires additional fields to be added to the database - email support for instuctions - support@mark-it-systems.com
|
|
| Palm
|
5/19/2008
|
Added options to allow Real Estate Transactions
NOTES:
- Native Palm Sync (Options) Allow Setup/Sync of Xi Listings module for Palm
- New Program for Palm Sync - Displays Active Listings
|
|
| Palm
|
5/19/2008
|
|
Palm - Native Palm Sync - Added Cell2 to sync process
|
|
| Property Browser
|
5/19/2008
|
|
Added button to toolbar to view contacts
|
|
| Word Processor
|
5/19/2008
|
Corrected Printer Bin Selection Issues during Mail Merge
NOTES:
you can now assign a printer configurationt to be used with mail merging and it keeps the printer bin selection
|
|
| Word Processor
|
5/19/2008
|
Header/Footer Margin Settings have been added to the Format > Page Setup Screen
NOTES:
Header and Footer Top/Bottom Margins were forced at 1/2 inch - you can now setup your own margins.
|
|
| Address Book
|
3/10/2008
|
Added global update fields: Lead Source and Referred By
NOTES:
These 2 fields were not part of the global update field list -
|
|
| Calendar
|
3/10/2008
|
Added 'Merge Series' to the Task Series Setup Screen under Utilities
NOTES:
Along with Importing/Exporting - a user can now merge an import series into an existing series instead of creating a new one.
|
|
| Calendar
|
3/10/2008
|
Task Series Export/Import
NOTES:
The system now allows you to EXPORT and IMPORT Saved emails that are part of a task series.
|
|
| Email
|
3/10/2008
|
Added LEAD Source to Mail Rule Data Import
NOTES:
Some users wanted to import data into the Lead Source field of a contact and this field was not available - it is now!
|
|
| Email
|
3/10/2008
|
Added option to turn on/off the reply divider bar
NOTES:
When you have the system show the old messages on a reply, usually a divider bar will show to the left of the old message - this is now an option for those people that do not wish to see the bar.
|
|
| Email
|
3/10/2008
|
Corrected issue with data import rule
NOTES:
When doing a data import from a mail rule - if the status screen was not displayed the system would not start task series correctly after doing a data import - this has been corrected
|
|
| Notes
|
3/10/2008
|
Contact and Transaction notes can now be changed from one type to another
NOTES:
When editing notes the user can use the drop down to select the note types.
|
|
| Outlook Sync
|
3/10/2008
|
Added Picture Import
NOTES:
When syncing data from Outlook to Advantage Xi the system will now bring over the primary contact picture and place it in Advantage Xi - this is not a sync option only for importing pictures from Outlook.
|
|
| Outlook Sync
|
3/10/2008
|
Increased the speed of import
NOTES:
We added 2 fields in the options section of the Outlook Sync screen that keeps track of the last time you sync'd with outlook - the system now checks to see if any data has changed after the dates before trying to see if there were changes in each field - this speeds up the system dramatically.
|
|
| SCREENS
|
3/10/2008
|
LARGE FONTS - Corrected a problem when users are using LARGE FONTS instead of normal.
NOTES:
There has been an issue for some time when a user tries to use LARGE FONTS (125%) instead of Normal Fonts. With Monitor Screens getting larger and larger and resolutions getting better - many manufacturers have screens set to 1400x12800 or Higher - the end result is that the icons and text are very small - Many users change to Large fonts instead of reducing the screen resolution down to 1200x800 or less which will make everything look larger. By just changing the fonts it messes with the system matrix and throws some screens out of wack… this has been changed for Advantage Xi
|
|
| Today Screen
|
3/10/2008
|
Added 'Drop Days' checkbox to the Today Screen Options
NOTES:
Some events need to be done on a specific date or they are no longer useful - using the drop days field in an event, the system can auto-complete the event if it is not done within the specified number of days - this will assign a completed date of 1/1/1900 so that you know it was dropped.
|
|
| Word Mail Merge
|
3/10/2008
|
Added option to allow Advantage Xi to Email merge instead of using Microsoft Outlook
NOTES:
If you use Microsoft Word to do mail merges - there might be a time when you want that letter to be emailed instead of printed. In the options tab of an event the user can choose to send the output to EMAIL instead of PRINTER. In the past this would force the system to use OUTLOOK to email the document - you can now email from Advantage Xi.
|
|
| Word Processor
|
3/10/2008
|
Corrected Microsoft Word Mail Merge
NOTES:
There is a question on some version of Microsoft Word that asks if you want to allow the SQL command to perform the merge - if this option displays was preventing the Advantage Xi from doing a mail merge with Microsoft Word - this has now been fixed.
|
|
| Calendar
|
2/4/2008
|
Added a new ACTION called (Print PDF)
NOTES:
This allows users to pre-defined PDF files to be printed by a Calendar Event. THIS DOES NOT ALLOW FOR MERGING TO THE PDF DOCUMENT JUST PRINTING THE DOCUMENT ITSELF.
|
|
| Calendar
|
2/4/2008
|
The we have added [Referred By] to the Party Member dropdown.
NOTES:
This allows a calendar event to be assigned to the person that referred another person. IMPORTANT: If you are printing a document you should still use the main contact so that you can reference the REFERRED BY merge fields in the document.
|
|
| Email
|
2/4/2008
|
Added button to see Message Body from data import screen of the message rules
NOTES:
This allows users to see what text they might want to search for or text to grab during the import.
|
|
| Email
|
2/4/2008
|
Added Right-Click menu to Add Email Message Rule
NOTES:
When adding a rule with this option the To/From/Subject will default with a value of the selected email
|
|
| Email
|
2/4/2008
|
|
Changed Banned/Blocked list to use TABS at the top instead of radio buttons (easier to use)
|
|
| Email
|
2/4/2008
|
|
Corrected default font issue when replying / forwarding emails
|
|
| Real Estate
|
2/4/2008
|
|
Party Lookup - fixed Search field to default to Last Name field
|
|
| Utilities
|
2/4/2008
|
|
Database Utilities screen has been redesigned to use TABS to see bad database links.
|
|
| Word Processor
|
2/4/2008
|
Added Customo Merge Fields
NOTES:
The dropdown menu has a new menu item for [User Defined Field] - this allows you to setup your own merge fields in a document. If you double-click on a custom field you can choose to have this field filled with the same value for all merge records or different for each merge record.
|
|
| Word Processor
|
2/4/2008
|
|
New Program - Document Importer
|
|
| Email
|
1/8/2008
|
Added Insert > HTML to New Message Window to allow user to insert HTML Embedded code
NOTES:
Many users have asked how to insert YouTUBE Videos into emails - using this new menu Item: Insert > HTML from the New Message window of the email module, a user can paste the embedded code that is displayed on the YouTUBE webpage.
|
|
| Contact Notes
|
12/28/2007
|
Added insert HTML Button to allow user to insert HTML Embedded code
NOTES:
This is good for inserting YouTUBE videos
|
|
| Email
|
12/28/2007
|
|
Added Insert > Skype ID to New Message Window to allow user to insert their Skype ID Button
|
|
| Email
|
12/28/2007
|
|
Data Import Rules: FIXED Data Import if no MessageID from the mail server
|
|
| Email
|
12/28/2007
|
|
Fixed and issue with the SPA setting for POP3 Servers
|
|
| Email
|
12/28/2007
|
|
Format phone numbers (###) ###-#### on Database Import Rules
|
|
| Email
|
12/28/2007
|
|
Single space as default for signatures
|
|
| Real Estate
|
12/28/2007
|
|
Add Expiration Date To The Browse List
|
|
| Real Estate
|
12/28/2007
|
|
Added [x] close button to image preview window of Property Browser
|
|
| Real Estate
|
12/28/2007
|
Added Insert HTML button [<>] to MLS Listing Tab when editing to allow user to insert HTML Embedded code
NOTES:
Good for YouTUBE Videos
|
|
| Real Estate
|
12/28/2007
|
Added Listing Preview (Public Listing ONLY) to Property Browser
NOTES:
Good for YouTUBE Videos
|
|
| Calendar
|
12/17/2007
|
Added a confirmation question to prevent users from deleting task series that are being used.
NOTES:
If a Task Series already has events in the calendar that were generated from the selected series - the system will ask a confirmation question to prevent accidental deletation - you do not usually want to delete a series setup that already has events added from it.
|
|
| Email
|
12/17/2007
|
Added the ability to Forward multiple (selected) emails.
NOTES:
When multiple emails are selected (highlighted) then the FORWARD button will automatically save the selected emails and attach them to a blank email to be forwarded.
|
|
| Email
|
12/17/2007
|
Corrected error 91 when clicking on the To/CC/BCC
NOTES:
Last update we changed the feature for RESTRICTED contact types - this change caused a problem displaying names in the email section.
|
|
| Email
|
12/17/2007
|
Single space as default for signatures
NOTES:
The system now sets the single spacing setting when adding signatures to your emails.
|
|
| Email Signatures
|
12/17/2007
|
/ signatures
NOTES:
If you have the option turned on to automatically add signatures to emails - you can now name the signature either or and the system will handle the correct signature for you.
|
|
| Utilities
|
12/17/2007
|
Added a dropdown selection for NO/YES/ASK to Sync on Startup.
NOTES:
In the past we had this option for people exiting the system (NO=Don't Sync, YES=Automatically Sycn, ASK=Ask user if they want to sycn) This option if now available for when you startup the Advantage Xi System.
|
|
| Address Book
|
11/15/2007
|
Added a NEW TAB called Addresses
NOTES:
This new tab allows the user to see all street addresses that the current contact may have as well as allowing the user to print labels, envelopes and cards from the print menu of the new tab. Another feature allows the user to specify with a checkbox if the additional address(s) will also be sent mail like the mailing address. In order to add the tab you must make sure you have the most recent updates then open/run the following link then click on the [Begin] button.
Click Here To Setup The NEW Addresses Tab This process should only be done on ONE computer if you are networked. Sync your database after performing this setup process to make it available to other computers on your network.
|
|
| Calendar
|
11/7/2007
|
Added Classification Tab to the event detail screen
NOTES:
Users can now automatically ADD/REMOVE contact classifications when events are completed. This can help track contact status by completing events in the calendar.
CLICK TRAINING: Classification Changes From Events
|
|
| Main Menu
|
11/6/2007
|
Option Screen - Contact Types
NOTES:
The Types tab has been renamed as well as adding a new menu choice 'RESTRICTED' as well as a button to select the users that are allowed Restricted Access.
CLICK TRAINING: Restricted Contact Types
|
|
| Address Book
|
11/1/2007
|
Changes made to system to allow for a NEW Contact Type Property: RESTRICTED
NOTES:
Each Contact Type (Client, Business, Agents, etc…) can now be set to RESTRICTED where the Registered User or the User that Added the Contact Type can decide which USERS are allowed access to the Type. Once you select RESTRICTED in the Contact Type options you can then press a button to select WHICH users will be allowed restricted access to the Contact Type.
|
|
| Business Builder
|
11/1/2007
|
Corrected error when dsiplaying contact in Lead Tracker
NOTES:
Minor error when displaying a contact record from the Lead Tracker module - Corrected
|
|
| Contact Detail
|
11/1/2007
|
NOTES TAB - Calendar Notes are hidden until the day they are due
NOTES:
In the previous versions, ALL CALENDAR NOTES would display in a contact record. Because of user requests, we have limited the view of Calendar Notes to just those notes where the Event is TODAY or Older… Future Event Notes will not be shown…
|
|
| Database Utilities
|
11/1/2007
|
Added Right Click Menu for Repair of Database
NOTES:
Users can now RIGHT CLICK on one of the entries for "Databases To Synchronize With" and "Bad Databases" and select to Repair that database
|
|
| Database Utilities
|
11/1/2007
|
Added Right Click Menu for Sync of Database
NOTES:
Users can now RIGHT CLICK on one of the entries for "Databases To Synchronize With" and select to Sync with that one database.
|
|
| Email
|
11/1/2007
|
Added Emoticons menu item
NOTES:
When composing an email the user can now choose INSERT > EmotIcon to display a list of "Smiley Faces" that can be inserted into the email. These files are located on the Advantage Xi website so they flow into the readers email instead of being attached.
|
|
| Email
|
11/1/2007
|
Added: "ARCHIVE:" to the subject line of an email
NOTES:
When you look at an email in Advantage Xi the system could be pulling the email from an ARCHIVED file. This archived file can now be known by placing your mouse cursor over the SUBJECT LINE of the email - the system will display a tooltip message with the name of the ARCHIVE file.
|
|
| Email
|
11/1/2007
|
Changed error handling of inbound emails
NOTES:
This should prevent users from losing emails in the event that you have a corrupted database during email downloads.
|
|
| Email
|
11/1/2007
|
Changes for Restricted Contact Types
NOTES:
Some changes have been made for the Restricted Contact Type
|
|
| Email
|
11/1/2007
|
Corrected: 'Read Receipt" popup message when deleting.
NOTES:
The system had a flaw when a user was deleting multiple emails from the system very quickly - the system would display the Read Receipt popup window when it was not supose to. This has been corrected.
|
|
| Import
|
11/1/2007
|
Changes made for the New Restricted Contact Type
NOTES:
Minor changes made to Contact Type selection due to the Restricted Contact Types…
|
|
| Main Menu
|
11/1/2007
|
Added Program Option for BytePRO Import
NOTES:
This is a New Import program that allows Loan Officers that use BytePRO to import data on a regular basis into Advantage Xi
|
|
| Main Menu
|
11/1/2007
|
Changed Delete User Options
NOTES:
When deleting users the system will now ask if you want to keep the the Address Book Record of the deleted user.
|
|
| Main Menu
|
11/1/2007
|
Option Screen Tabs changed.
NOTES:
The tabs of the Options Screen have changed to make them easier to understand.
|
|
| Main Menu
|
11/1/2007
|
Screen Size is now saved
NOTES:
When you resize the Main Menu screen the system will record the size of the window and return it back to the same location and size the next time you load Advantage Xi.
|
|
| Party Members
|
11/1/2007
|
Corrected party member selection
NOTES:
When using the standard lookup for Party Members of a transaction the system will now use the default contact type for the party member type when displaying the list of names. This will help reduce selection time…
|
|
| POPUP Address Book
|
11/1/2007
|
Fixed: Search Field on Last Name
NOTES:
In previous versions, the Search field did not use the Last Name field by default - you had to click on the Last Name column before it would search on the field. This has been corrected and does not require you to click on the column heading of the Last Name column.
|
|
| POPUP Address Book
|
11/1/2007
|
The popup Address Book can now be resized
NOTES:
Using the window sizing handles to change the size of this window and it will return to this size the next time you use it.
|
|
| Word Processor
|
11/1/2007
|
Added Document Transport Menu Item
NOTES:
Under the 'File' menu we have added the 'Document Transporter' menu item to allow users to select documents to be placed in the database so that they can be sync'd to another computer. Once the user has added document(s) to the document transporter - the system SAVES a copy of a document to the database. When you sync your database to the master or another replica then the document will be available to other users. Once the document is in another user's database it can be saved from the database to an external document like the original document on the first computer. This also helps transfer documents from Office to Home and back when using the Internet Sync option.
|
|
| Address Book
|
7/16/2007
|
Minor changes to Reverse Lookup on phone numbers
NOTES:
At this time a script error will display and ask if you want to continue - simply answer 'Yes' and the reverse lookup will continue. We are working to correct his issue.
|
|
| Calendar
|
7/16/2007
|
Added a TASK SORTER
NOTES:
A new button has been added to the calendar page to allow you to SORT NON-COMPLETED, NON-RECURRING tasks in your calendar. We have always had the ability to organize your calendar by ABCD and numbers 1-99 - now you can organize and sort these tasks from one screen quickly.
CLICK TRAINING: Calendar Task Sorter
|
|
| CalyxPoint
|
7/16/2007
|
Added the ability to select more files by filename
NOTES:
The system was limited to about 10 files that could be selected at one time. Now you should be able to select the entire list of files if needed.
|
|
| Email
|
7/16/2007
|
Added a [New] button for classification import rules
NOTES:
User can now add classifications while in the data import rule wizard. This allows the user to add new contact classifications on-the-fly when adding email rules that import data into the address book
|
|
| Email
|
7/16/2007
|
Added a checkbox to the (Tools > Options > Preview Pane on Right Side)
NOTES:
Allows the user to change the way the email screen looks and places the preview window to the Right side of the screen instead of under the list of messages.
|
|
| Email
|
7/16/2007
|
Added menu icon for (Add Contact To the Database)
NOTES:
Allows the user to quickly add the contact from the email to the address book
|
|
| Email
|
7/16/2007
|
Added menu icon for (Add Email To Contact)
NOTES:
Allows the user to quickly add the selected emails to a contact record
|
|
| Email
|
7/16/2007
|
Added menu item to Create New Mail Screen (Insert > Web Page)
NOTES:
This feature allows you to insert a single webpage into the body of your email that can be sent to anyone that has HTML email. Using this feature will enable you to send (eStationery and eFlyer) style emails that reside on your website.
|
|
| Email
|
7/16/2007
|
Added menu item to Create New Mail Screen (Message > Print)
NOTES:
Allows the user to print the current message before it is sent.
|
|
| Email
|
7/16/2007
|
Added option to use the TITLE tag as the SUBJECT Line of an email
NOTES:
eStationery and other HTML based stationery have a TITLE tag. This HTML Tag can now hold the DEFAULT subject line for an email and be auto-filled. This allows you to setup a standard outgoing message with a subject line.
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|
| Email
|
7/16/2007
|
Added the ablity to edit individual BAN/BLOCK list items
NOTES:
This allows the user to remove any unwanted text from the email address or make it more generic so that it excludes an entire domain. i.e. If you ban an address like 1223asdfasd@spammer.com it will only ban that one address but you can edit the individual address to remove the user name portion of the email and have just: @spammer.com and it will ban all emails from anyone at @spammer.com
|
|
| Email
|
7/16/2007
|
Corrected Errors
NOTES:
When clicking on a contact type in the email folder list it was giving an error - this has been fixed.
Data Import rule can now work with Cell Phones
Email rules must have a description or one will be provided.
|
|
| Email
|
7/16/2007
|
Rule Condition - Added a rule condition so that if 'HAS ATTACHMENT' is selected the text to search for is either Y or N
NOTES:
If there is an attachment to the rule the and there is a 'Y' or 'Yes' or 'True' or 'T' in the search for field then the actions will be activated if there is NO attachment and the search field is 'N' or 'No' or 'False' or 'F' then the the actions will happen
|
|
| Import
|
7/16/2007
|
Corrected some loan fields on import
NOTES:
Some loan fields were giving an error during import - this has been corrected.
|
|
| Email
|
6/11/2007
|
Email Rule - Data Import
NOTES:
Many of our users have lead generation websites that bring in several leads each day. Some people manually enter the leads into the database which can be very time consuming. Use the following click training to see how you can use the email rules in Advantage Xi to automatically import the data into the database. Once the contact is in the address book you can automatically start a task series to stay in touch on a regular basis.
CLICK TRAINING: Email Rule - Data Import
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|
| Address Book
|
5/22/2007
|
Browse Screen - 4 Quarter Screens IMPROVED!
NOTES:
In the Address Book, We added options (Data > Options > Browse Screen). You can now choose to turn on/off the 2 lower sections of the 4 quarter screen. Email and Calendar Quarters are now optional. If you don't use the Mark-It Advantage Email module then you can turn off the Email Quarter screen to show more address book entries. Also fixed problem with record selection when moving between records.
CLICK TRAINING: Address Book Split Screen
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|
| Address Book
|
5/17/2007
|
Added Phone Field Size to option screen
NOTES:
Some users have asked that the phone number font size be larger - Data > Options screen now allows you to change this field font size.
|
|
| Address Book
|
5/15/2007
|
Added option for a 4 Quarter Screen showing Email / Calendar / Notes / Classifications on the Address Book Browse Screen.
NOTES:
This allows users to see All Emails, Calendar Items, Classifications, and Notes of a selected contact in the Address Book List. Information can be Added/Deleted from this screen also..
|
|
| Address Book
|
5/15/2007
|
|
Corrected issue with searching date fields with no value
|
|
| Email
|
5/15/2007
|
|
Added abiity to select and save multiple emails at one time
|
|
| Email
|
5/15/2007
|
|
Added ability to select and print multiple emails at one time
|
|
| Email
|
5/15/2007
|
Changed the menu choise to 'Save as .EML message'
NOTES:
This menu item will save the currently selected email(s) to a .EML file that can be viewed by any email program.
|
|
| Email
|
5/15/2007
|
SMTP Connection Software
NOTES:
Some anti-virus software has determined that our XiSMTP.dll file was part of a trojan virus - THIS IS A FALSE POSITIVE. This file is used by other software developers and once again someone has used this file in the creation of a virus. This file is not a virus but is used by a virus program. While the file itself is safe - we have obtained a newer version from the software developers who made the file so that it does not get flagged as a virus. It is important that you do updates to get this file or you will not be able to send emails.
|
|
| Address Book
|
4/30/2007
|
Added a way to increase the font size of the phone number fields
NOTES:
Some users have requested that the phone number fields be bigger to make them easier to see. Use the following link to change the font size. http://www.AdvantageXi.com/download/phonenumberfontsize.exe
open/run the link then change the font as needed.
|
|
| Address Book
|
4/30/2007
|
Added toolbar button to turn ON/OFF a split screen for notes
NOTES:
Left side of the screen will contain the names and address browse list while the right side of the screen will display the notes for the selected contact
|
|
| Address Book
|
4/30/2007
|
|
When entering data, if the duplicate check finds a match of existing contact then the system will no longer leave a blank entry.
|
|
| Calyx Point Import
|
4/30/2007
|
Corrected minor issue with some 2nd mortgage records going into a loop and locking up the import
NOTES:
On some properties that are 2nd mortgages where the property already existed - the system would go into a loop and not come out causing it to no respond.
|
|
| Email
|
4/30/2007
|
Added Property Fields to the available list of merge fields
NOTES:
In previous version of the system, you could only select merge fields that were for the contact. This update allows you to also select fields from a Transaction/Property so that those fields can be merged into the message before sending. This is best used with the Task Series to setup automated emails to be sent to your client or others that need property information.
|
|
| Email
|
4/30/2007
|
|
Added the ability to EDIT emails that are located in the Send Errors to correct any problems and resend them.
|
|
| Email
|
4/30/2007
|
FIXED Minor Screen Display Issue
NOTES:
Some hidden areas were not totally hidden
|
|
| Main Menu
|
4/30/2007
|
CHANGED - order of the initial sync
NOTES:
Previous version of the system would sync your data AFTER displaying the main today screen. We have moved the sync process to happen BEFORE displaying the main screen so that any items that need to be sync'd will and displayed correctly.
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|
| Address Book
|
4/9/2007
|
Added the ablity to copy Contact and Property NOTES to the clipboard.
NOTES:
Many users like to send data from the notes section of a contact or property detail. The problem has been that if you simply copy / paste the notes, it will include the buttons and images. Using the copy to clipboard feature, the system will copy the notes withou any of the buttons or images. You can copy just the TEXT or keep it in the HTML format for better format in emails.
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|
| Email
|
4/9/2007
|
Added the ability to DELETE emails from the find message screen that are attached to contacts only
NOTES:
This feature helps to get rid of old emails that are no longer needed.
|
|
| Email
|
4/9/2007
|
Added the ability to DELETE items in a list of mail rule criteria.
NOTES:
Previous versions only allowed you to delete from the bottom of the list. With this version you can delete mail rule criteria from the middle of the list as needed.
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|
| Email
|
4/9/2007
|
Added the ability to import data from emails that are in tables
NOTES:
Previous versions of the mail rule import only allowed plain text emails. This version now allows users to import data the is contained in Tables of data. Many ISP's are sending form data from websites as formatted emails that are easier to see and look good. In most cases the data is being displayed using tables. This enhancements allows users to import the data contained in tables without a problem.
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|
| Email
|
4/9/2007
|
CHANGED - loading method of email folders
NOTES:
Some users were experiancing large delays when going into the email program caused by problems with the email folders. This change should allow folders to be loaded much quicker.
|
|
| Email
|
4/9/2007
|
NEW - Registered Email
NOTES:
When sending an email to a single contact, you can now insert > registered email. This allows you to send your emails REGISTERED so that when a person opens the email it automatically sends you a confirmation. SPECIAL NOTE: This feature inserts an image at the bottom of the email along with a message "Sent Using Advantage Xi" - When the IMAGE is displayed it will notify you that contact has opened the email - The only issue is when the recipient has 'show images' turned off or blocked.
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|
| Address Book
|
3/12/2007
|
Corrected error caused when no value is in the client 'lifetime value' field and pressing the [+] button.
NOTES:
Previous versions would cause the system to have lines running though the screen.
|
|
| Email
|
3/12/2007
|
Added a check for missing emails.
NOTES:
When using the archive feature for emails, some users have lost connection to their archive - this feature will notify you if a message can not be found in the archive instead of displaying an error message.
|
|
| Email
|
3/12/2007
|
Added a Color selection button to the email toolbar
NOTES:
Users can use a single click button to color their emails - added a dropdown selection for your default color
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|
| Email
|
3/12/2007
|
Added search fields to find attachments based on size
NOTES:
In the find screen of the email program, users can down enter a min / max attachment size range. This allows you to find emails that are within the size range.
|
|
| Email
|
3/12/2007
|
Added 'Set Message Ownership' to Email Tab
NOTES:
For users that sort emails into contact records from multiple login accounts - emails will be owned by multiple users. This option allows you to take ownership of an email when needed.
|
|
| Email
|
3/12/2007
|
Change Email Color Now works on all selected messages
NOTES:
Users can now select multiple emails and change the color on each selected message at one time
|
|
| Email
|
3/12/2007
|
NEW Email Folder (Send Errors)
NOTES:
This folder will be created when sending emails and a message is returned from the SMTP server. This allows you to continue sending other emails and places problem emails into one location.
|
|
| Email
|
3/12/2007
|
When deleting emails from the contact detail email tab the system will now notify you if you are not the owner.
NOTES:
Previous versions would simply skip the emails and you would not know why.
|
|
| Address Book
|
2/19/2007
|
Added the '*' (Asterisk) to the tool tips of the Dial Options
NOTES:
Some users did not know that you could use the Asterisk to designate that ALL PREFIX numbers in a given area code are considered local calls.
|
|
| Calendar
|
2/19/2007
|
Added 'Private' option in Coordinator Setup of Calendar
NOTES:
This will default the 'Private' email flag on/off when creating new calendar items
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|
| Calendar
|
2/19/2007
|
Increased the display speed of Calendar Items after creating a new task series from a contact record
NOTES:
Some users were getting large delays and lockups after creating a new task series in the calendar tab of a contact. This has been fixed.
|
|
| Email
|
2/19/2007
|
Added menu dropdown 'Find Contact' in the message body of an email.
NOTES:
User can highlight an email, phone number, or website then right click the highlight to select 'Find Contact'. The system will then search the contact database for any of the highlighted information.
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|
| Email
|
2/19/2007
|
Added option for breaking emails into batch deliveries and pausing between each batch
NOTES:
Some users that send several hundred emails at one time are being blocked by their ISP - this allows the user to group emails into smaller batches and then pause a specific number of seconds between each batch. This helps to get around the email send count issue.
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|
| Email
|
2/19/2007
|
Added option to allow user to check if emails are in the outbox.
NOTES:
Users can turn on/off the setting to allow the system to check if you have emails in your outbox before exiting the mail server
|
|
| Email
|
2/19/2007
|
Added 'Set Message Ownership' menu choice
NOTES:
If users have a public mail folder where emails are shared. This option allows you to claim ownership of a specific email so that it can be processed or deleted by the current user.
|
|
| Email
|
2/19/2007
|
Added SPAM folder icon to any mail folder named 'SPAM'
NOTES:
helps the user to see the folder easier
|
|
| Email
|
2/19/2007
|
Changed mail merge method for Saved Emails to create a batch of emails faster
NOTES:
All emails will be placed into the outbox and then sent. This helps to speed up the mail merge process and free up the software to do other processes
|
|
| Email
|
2/19/2007
|
Increased the display speed of the email module
NOTES:
When switching between other modules to email module the screen will now display much quicker.
|
|
| Email
|
2/19/2007
|
System checks to see if you have messages in your outbox before exiting the mail server
NOTES:
Helps to notify you if you still have emails that need to be sent
|
|
| SpringfieldMO
|
2/19/2007
|
Corrected problem with Agent Import
NOTES:
System was importing some fields incorrectly when downloading Agent Names from MLS
|
|
| Title Work
|
2/19/2007
|
|
Corrected Delete Issue for Removing Title Work Entries form deleted contacts
|
|
| Updated Icons
|
2/19/2007
|
|
Several New Icons to make the system look good
|
|
| Calyx Point
|
2/12/2007
|
Corrected issue when borrower has multiple properties - the system was overwriting some properties address instead of making a new property.
NOTES:
this happened if the contact had more than 2 properties - the 2nd property address was getting updated to the imported property address incorrectly.
|
|
| Email
|
2/12/2007
|
Added option to attach the same contact to multiple emails
NOTES:
you can now select multiple emails and right click to attach to a contact - in the past it would only attach the contact to the last selected contact.
|
|
| Email
|
2/12/2007
|
Corrected drag/drop problem in Saved emails
NOTES:
there were times when you click on a saved email and the system would think you are drag/dropping - you must now right-click drag/drop
|
|
| SpringfieldMO
|
2/12/2007
|
Added indexing to the tables to increase import and search speed.
NOTES:
by adding the indexes to the database - the speed of many searches when from 1+ minutes to less than 10 seconds
|
|
| Address Book
|
1/8/2007
|
|
Items in the Advanced Search Contact type field are now sorted alphabetically
|
|
| Address Book
|
1/8/2007
|
Sort alphabetically when clicking on a column heading
NOTES:
FIXED - If the user entered names into the address book with all UPPER CASE mixed with names in Proper Case - A sorting problem was being caused that sorted the Upper Case Names AFTER the Proper Case Names. Making it hard to find the contact in the list - we are no longer sorting by Case.
|
|
| Email
|
1/8/2007
|
Added 'TRASH ALL' menu item to the right-click menu of an email folder for all folders except INBOX, OUTBOX, TRASH
NOTES:
This new menu choice will select all emails in the folder and then put them into the trash folder.
|
|
| Email
|
1/8/2007
|
Saved Email Selection - Changed drag/drop to be right click.
NOTES:
To drag/drop items in the saved email list from one folder to another simply use the right-click mouse and drag to the new folder
|
|
| Real Estate
|
1/8/2007
|
Additional fields for BPO's have been added to the Property Detail tab
NOTES:
If a property being listed is a BPO then check the BPO checkbox to see additional date fields.
|
|
| Calendar
|
1/2/2007
|
Added dropdown selection for event descriptions.
NOTES:
Users can now type in a description of an event that they use on a regular basis and press [CTRL]+[Enter] to save the description in the dropdown list. Once the item is in the list simply click on the down arrow next to the description box and select a saved description.
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|
| Email
|
12/18/2006
|
Updated XiSMTP.dll file has been posted to prevent the FALSE Positive Virus Detection
NOTES:
The cause of the problem is that many if not all of the major anti-virus software packages have updated and listed one of our files 'XiSmtp.dll' as a Trojan Virus and was most likely removed or quarantined... It is a FALSE positive - It is NOT a virus!
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|
| Outlook Sync
|
11/14/2006
|
|
Expanded the size of the Outlook ID fields
|
|
| System Wide
|
11/14/2006
|
|
Changed all Icons on the system
|
|
| Address Book
|
10/16/2006
|
Added lifetime value view option to Referral Tab
NOTES:
Click on the $ button in the referral tab of a contact to display the life timve value of that contact and any referrals by this contact.
|
|
| Address Book
|
10/16/2006
|
NEW - Standalone Version
NOTES:
With this new selection on the Add Mark-It Adantage Xi Programs section you can load the Address Book into its own window. This allows users to swtich between programs using ALT+TAB or have multiple screens open at one time.
|
|
| Calendar
|
10/16/2006
|
ADDED - Time Slot Locator
NOTES:
Use the new time slot locator icon to the right of the start/end time of an event to see what you have scheduled in your calendar. This keeps you from double booking events
|
|
| Calendar
|
10/16/2006
|
FIXED - Timed Event Double-Click to edit
NOTES:
We fixed a problem that would occur when the user selects a time and starts typing the description of the event then double-clicks the event to display the full detail. In prevous versions the selected time and description would not be displayed unless you first clicked out of the event to save it and then double click. This problem has been corrected.
|
|
| Calendar
|
10/16/2006
|
NEW - Standalone Version
NOTES:
With this new selection on the Add Mark-It Adantage Xi Programs section you can load the Calendar into its own window. This allows users to swtich between programs using ALT+TAB or have multiple screens open at one time.
|
|
| Email
|
10/16/2006
|
ADDED - "Conditional" mail rule type
NOTES:
This new type allows you to launch other "active or non-active" mail rules based on the email containing specific text in the body of the email. This option allows users to have on main mail rule that handles data import and other main features then launches other non-active mail rules that start task series based on having specific text. This way you don't have to duplicate all items in a mail rule if a rule needs to be a little different based on information in the email.
|
|
| Email
|
10/16/2006
|
ADDED - Search options for sorted email search
NOTES:
From the email tab of a contact you can select EDIT > REFRESH SORTED EMAILS to attach emails to the current contact. Now the user has options to specify which emails are to be sorted into the contact record.
|
|
| Email
|
10/16/2006
|
ADDED - Spell checker now highlights words
NOTES:
Previous versions of the spell checker would tell you which words are spelled incorrectly but not show you were they located in the body of the email. The system will now highlight the words during spell checkl.
|
|
| Email
|
10/16/2006
|
CHANGED - Icons have been modified on menu bar
NOTES:
Change the look of some icons on the top bar menu.
|
|
| Email
|
10/16/2006
|
FIXED - Corrected mail rule problem
NOTES:
When starting task series AFTER sending a reply email to a contact in a mail rule would prevent the task series from being created. This has been corrected
|
|
| Email
|
10/16/2006
|
FIXED - Refreshed list of unread count and email list on find.
NOTES:
When using the 'Find' email button the user can select emails and delete them. When the screen was closed the emails remained in the list - we now refresh the list of unread emails and email list when the email items are deleted or the find menu is closed.
|
|
| Email
|
10/16/2006
|
NEW - Standalone Version
NOTES:
With this new selection on the Add Mark-It Adantage Xi Programs section you can load the Email program into its own window. This allows users to swtich between programs using ALT+TAB or have multiple screens open at one time.
|
|
| Main Menu
|
10/16/2006
|
ADDED - Phone Number display option to Contact Quick Search
NOTES:
When you click on the "contact' button at the top of the Mark-It Advantage Xi screen you can now click on the 'Show Phone' option to display the phone numbers of the selected contact in the list.
|
|
| Main Menu
|
10/16/2006
|
ADDED - Quick List floating/docking tool bar
NOTES:
This new toolbar will display when you click on the down arrow of the window button and click on 'quick list'. The Quick list toolbar will show all programs that you launched from the navigation menu on the left. You can adjust the location of the toolbar to be located on the top, bottom, left or right side of your screen or drag the toolbar to the center of your screen to make it "Float" - The system will save your last location and put it back when you return to the software.
|
|
| Main Menu
|
10/16/2006
|
ADDED - Quick list Icon/Caption setting
NOTES:
To help conserve space we have added an captions menu to the Window dropdown choices. This will allow the user to decide how to display the icons in the quick list menu. Icons Only, Captions Only or Icons and captions.
|
|
| Main Menu
|
10/16/2006
|
ADDED - Website selections for Navigation Menu
NOTES:
Many users have shortcut icons on the navigation menu to websites that they use on a regular basis. We have now added a websites tab to the selection list of 'Add Mark-It Advantage Xi Programs…' for some frequently used sites. More will be added on a regular basis.
|
|
| Main Menu
|
10/16/2006
|
FIXED - Corrected the icon size problem when viewing small icons
NOTES:
The Icon that is displayed in the navigation menu was sometimes distorted or incorrect when the user viewed the menus using the 'Small Icons' option. This problem has been fixed and small icons should be displayed correctly for all menu items.
|
|
| Volume Report
|
10/16/2006
|
Added option to sort by Listing Agent, Buying Agent, Listing/Buying Agent
NOTES:
Additional Sort options
|
|
| XiNotes
|
9/14/2006
|
Added login/logout option when chaging Mark-It Advantage users
NOTES:
A problem existed when 2 or more people used the same computer for Advantage Xi - Xi Notes would remain logged in as the original user. Now each time you click on the logout button to login as a new user the Xi Notes program is unloaded and logs in as the new user.
|
|
| Email
|
8/16/2006
|
ADDED - Email Search button to email screen
NOTES:
allows the user to search for emails based on specific criteria.
|
|
| Ad Tracker
|
8/5/2006
|
Corrected selections when screen was full of contacts
NOTES:
Users could not add additona items to the list of Ad Tracker contacts when the list was full - this has been corrected
|
|
| Backup/Restore
|
8/5/2006
|
Added CD-ROM Burning technology
NOTES:
Users can now select a CD-ROM burning drive to use with backups - the system will now burn the backup to the CD-ROM. Previous versions required the backup to be done to the local disk C: then use the CD-ROM burning software that came with the computer. This can be done in one step.
|
|
| Calendar
|
8/5/2006
|
FIXED - Multiple coordinators added to notifications of reminder events
NOTES:
A problem existed when adding multiple coordinators to an event that also had an event reminder - the event would add the reminder to the first person in the list multiple times. This has been corrected
|
|
| Documents
|
8/5/2006
|
ADDED - Email Attachments Button
NOTES:
External Documents that are attached to contacts can be emailed the attachments by clicking the email button in the Documents tab.
|
|
| eFlyers
|
8/5/2006
|
FIXED - Path problems with saving to the standard stationery folder
NOTES:
Some systems would not change to the correct stationery folder used by Mark-It Advantage and Microsoft products.
|
|
| Email
|
8/5/2006
|
NEW Program XiSendEmail.exe
NOTES:
Used to send email from windows task scheduler at specific times in the day. Allows users to not be at the computer to send out daily emails
|
|
| Rate Compare
|
8/5/2006
|
NEW Module for Advantage Xi users
NOTES:
This module has been available for our branded version for a couple years - we are now allowing users of Advantage Xi system to add this module to your system from the 'Add Mark-It Advantage Xi Program…' screen. RateCompare allows users to view up to 10 different loan programs for a single property - and create spreadsheet type flyers with loan information. This is a GREAT tool for open house flyers.
|
|
| Referral Tree
|
8/5/2006
|
Removed EXTRA dates from list
NOTES:
some referrals had more than one date list - this has been corrected.
|
|
| Volume
|
8/5/2006
|
Real Estate Volume screen now sorts by Contract Date
NOTES:
New selection for sorting records.
|
|
| Ad Tracker
|
4/24/2006
|
|
Added cost per converted contact to screen and to reports
|
|
| Address Book
|
4/24/2006
|
Several Changes
NOTES:
Changed the edit comment menu item on phone numbers (right-click menu) to allow editing of background color
Added Connections to Stamps.com
Added SearchLow/SearchHigh in Demographics
Added ability to search on SearchLow/Search High in Advanced Search field list
Added Filter for INACTIVE Contacts on Exports
ADDED: Email menu choice to contact detail screen
CHANGED: moved VCard Address Card selection to Email Menu on contact detail
ADDED: Saved Email... selection from contact detail screen
Added default option for 'Save in Email screen' to options screen.
|
|
| Birthdays/Anniversaries
|
4/24/2006
|
Screen Changes
NOTES:
Added Contact Type and Classification Search options
Changed Screen Layout
|
|
| Calendar
|
4/24/2006
|
Changes / Enhancements
NOTES:
Fixed 2 week View with Timeblocking
Added new action "Training" for specifing Training days
Added [...] button for display/editing of Mark-It Word documents from event detail
Fixed display selection of "Completed" recurring events
Fixed Arrow Color issue on Weekly and Yearly when using XP Silver Color Scheme
ADDED Private option to events to keep private appointments/tasks private
|
|
| Calyx Point
|
4/24/2006
|
Several Field Changes
NOTES:
CHANGED: MUST USE Calyx Point Setup to Use New Import Feature from inside Calyx Point (File > Export > Other App > Point2Xi.exp
ADDED: Importing Cell Phones & Emails
FIXED: Importing of field 15 - Notes
FIXED: Importing FICO Scores
updated import options
compare addresses as need
Corrected Closing Date Search
Updated Single File Import from within Calyx Point - Imports more fields
Added Referred By to Transaction Notes
|
|
| Contact Notes
|
4/24/2006
|
Minor Fixes
NOTES:
FIXED CANCEL Option on Automatic Spell Check
Don't allow delete from ALL Notes - must select a specific note category in Transactions
|
|
| Email
|
4/24/2006
|
Several Updates/Enhancements/Fixes
NOTES:
Changed Email Account Screen Design to be less cluttered
Added Delete option for emails left on server over specific # days
Added Delete option for emails in trash folder
FIXED: Skip bad email addresses during send.
Added Block/Ban option to Right-Click menu on non-viewed emails.
Added IMAP Server connections for Inbound emails
NEW RULE ACTION: Archive - Allow user to auto archive specific emails
NEW RULE ACTION: Auto-Print - Allow user to auto print emails to the default printer
NEW RULE ACTION: Play .WAV Sound - Allow user to play a .WAV Sound File
Continue sending remaining emails if bad email is found
When replying or forwarding - Set FROM line with who the email message was TO (multiple accounts)
FIXED: When inserting signatures the FROM field does not change
FIXED: The Time Stamp of email messages now work better when crossing Time Zones
ADDED 'View Contact' to right click of TO/FROM display fields
ADDED When doing view contact and no contact found the system will ask to add the contact
ADDED 'Save email to This Contact' on right click of TO/FROM display fields
ADDED 'Save email to Another Contact' on right click of TO/FROM display fields
ADDED 'Add to Address Book' to right click of TO/FROM display fields
Added First/Last name check on Rule Import - if Mailing Name is given but not First/Last the system will try to fill them for you.
FIXED: Removed Timer when marking emails as 'Unread'
- ADDED Sort by New status to toolbar
ADDED Sort by color to toolbar
ADDED FIND Window to search for email messages
-partial search of TO/FROM/SUBJECT/DATE RANGE/BODY OF MESSAGE/ATTACHMENTS
ADDED item in stationery dropdown menu to select eFlyer and insert merge fields if registration number is provided
FIXED: Selection of message before asking about read receipt
ADDED: Right-click menu on Images
-Image Source: change the source of an image location
-border size: change the border size of image
-Hyperlink: change the hyperlink of an image
- ADDED: View > Message Sounce to see the HTML source code
ADDED: Right-click Font Selection to highlighted text
ADDED: Automerge Current Date / User / Registered User information on Message > Open
ADDED: Message > Open as Template - menu choice to open a saved email without merging merge fields
ADDED: Insert > List of Lists - check items that you want inserted (check list)
FIXED: Printing of FOLDER List
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| Family Tab
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4/24/2006
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ADDED: Month validation - if user types month names it is converted to numbers Jan = 1, Feb = 2, etc..
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| Flyers
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4/24/2006
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Changed the background of the data entry fields so that the color 'White' can be used and seen.
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| Import
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4/24/2006
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Minor Changes
NOTES:
Added APN (Parcel Number) to field selections for ASCII Import
FIXED: Removed Invalid field name for 'Street Name' should use 'Address'
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| List of Lists
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4/24/2006
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Added ORDER field to help order items numerically
NOTES:
Now you can order using numbers instead of just A-D
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| Loan Information
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4/24/2006
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Minor Changes
NOTES:
FIXED: Display problem with Needs List
FIXED: Display problem with Lender Dropdown list
CHANGED: Change field names to fields to match Calyx Point
CHANGED: FICO 1,2,3 to Experian,TransUnion,Equifax
ADDED Color Codes to FICO Scores (low=Red, mid=Yellow, high=Green)
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| Main Menu
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4/24/2006
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Minor Screen Changes
NOTES:
Check Last update and Prompt if needed - more than 30 days or blank....
Added "Window" dropdown button to change between open window layers
Added Properties menu item for Website links to allow changes to Description,URL and Icon
Added check for new user and ask for setup type New Database/Connect to Network
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| Navigation Menu
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4/24/2006
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Change Menu Items on Navigation Bar
NOTES:
Mark-It Email is now Email
Utilities > Mark-It Options is now Options
Utilities > Update Xi is now Update Software
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| Real Estate
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4/24/2006
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Minor Changes
NOTES:
Added County to Address Area
Added APN (Parcel Number) to the screen
Added Zipcode lookup code for City, State, County
Display of basic information on properties that are not Residential
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| Showings
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4/24/2006
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Unlocked showing type dropdown to allow user to select the type of showing
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| Springfield MO
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4/24/2006
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Minor Updates
NOTES:
Springfield MO - Upgraded to RETS 1.5 Server connections
Correction to Residential SubType Field Search for RETS
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| Support Screen
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4/24/2006
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Changed Icons
NOTES:
Added link to www.GotoMeeting.com
Removed link to www.GoToMyPC.com
changed Download Method name to 'Standard Download'
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| Volume
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4/24/2006
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Added Record Owner Combo to search by record owner
NOTES:
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| Word Processor
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4/24/2006
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Several Changes / Enhancements
NOTES:
Changed the way images are moved and sized - Press ALT key to move or Size an Image that is inserted as an Image
Previously we had inserted images as OLE Objects and some users could not see them correctly...
Added Background Color to tool bar
Removed Symbol button from toolbar kept on menu bar
Added option to turn off printing of email merge documents if contact does not have email address
FIXED: Error when minimizing a word processor popup window
ADDED: Allow FULL System Color Selection for Foreground and Background
ADDED: Mail Merge Fields for Images
ADDED: Automerge Current Date / User / Registered User information when no contact selected to mail merge
ADDED: Insert > List of Lists - check items that you want inserted (check list)
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| Address Book
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12/14/2005
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Added Color coding for Do Not Call Registry
NOTES:
Using the Do Not |