| Address Book
|
10/18/2011
|
Better FIND option on phone numbers
NOTES:
When searching phone numbers of contacts, the system will break up 10 and 7 digit phone numbers and search for digits AAAPPPNNNN or PPPNNNN and search them independantly. So searching for 417-555-1212 will find 417.555.1212 or (417) 555-1212 or any combination of AAA - Area Code, PPP - Prefix, NNNN - number
|
|
| Address Book
|
10/18/2011
|
New Field: DOG EAR - Contacts
NOTES:
In the upper left corner of the contact name area you can now find a SMALL ORANGE CIRCLE- when you click it the corner of the page will DOG EAR (like a book) - From the Address book you can click on the Dog Ear icon on the bottom toolbar to show only contacts that have Dog Ear marker.
|
|
| Address book
|
10/18/2011
|
NEW FIELD: Last Viewd
NOTES:
New date field that gets updated EACH time you view the contact detail screen of a contact - does not require you to save.
|
|
| Address book
|
10/18/2011
|
NEW FIELD: Views
NOTES:
New field that gets updated EACH time you view the contact detail screen of a contact. The value will increase by 1 each time you visit the screen.
|
|
| Address Book
|
10/18/2011
|
Retain Ascending/Desending Sort Order on Date fields
NOTES:
Entry Date / Last Contact Date - can now keep their sort order
|
|
| Address Book Notes
|
10/18/2011
|
Fixed a problem with Quick Notes using > < signs
NOTES:
use of these symbols would prevent the note from showing until you went in and edited the note and saved.
|
|
| Calendar
|
10/18/2011
|
Added EXCLUDE COMPLETED option to calendar reporrts
NOTES:
Allows user to print the calendar report without any items that have already been completed.
|
|
| Calendar
|
10/18/2011
|
Added Global Update
NOTES:
User can globally update Exclude Auto Send and Preferred Delivery Method
|
|
| Classificaitons
|
10/18/2011
|
Prevent Selected Classifications from being reset
NOTES:
When Adding new classifications to contacts and Properties. Any changes made prior to adding the classification will be kept which prevents you from having to reselect them again.
|
|
| Contact Detail
|
10/18/2011
|
Phone fields - Primary phone is now set using a RIGHT-CLICK menu
NOTES:
We changed the PRIMARY button in the phone section to be the Dial Options button for easier access. Primary Phones/Emails can be set using the right-click mouse on the phone number/email values.
|
|
| Document Converter
|
10/18/2011
|
allow user to select a eStationery to merge into to save HTML
NOTES:
if your eStationery has a YourMessageHere wording the system can merge a converted HTML document into an eStationery file and save it to import into the Email Saved Library.
|
|
| Email
|
10/18/2011
|
CTRL+F9 saves CC,BCC fields
NOTES:
When using the Email button from a contact screen these saved email addresses were not being displayed - now they do.
|
|
| Email
|
10/18/2011
|
Fixed: Error 0 - PutMessageInOutbox
NOTES:
Errors caused by a conversion process from HTML to Text has been fixed preventing this message.
|
|
| Email
|
10/18/2011
|
Increased speed of deleting emails
NOTES:
Slowness caused by a large number of email folders when deleting emails has been corrected.
|
|
| EMAIL
|
10/18/2011
|
Show Forward Indicators on Rules
NOTES:
When using a rule to forward an email to someone else the system now updates the ICON of the email received so it shows the FORWARD arrows indicating that it has been forwarded.
|
|
| EMAIL
|
10/18/2011
|
Use TAB key to select an email from the selection list in TO,CC,BCC
NOTES:
Feature Requested by user
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|
| Email Rules
|
10/18/2011
|
Added option to REMOVE a classification
NOTES:
can be used for contacts that want to be removed from a particular mailing list but does not want to be inactive.
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|
| Emails
|
10/18/2011
|
Categorized Colors
NOTES:
The dropdown arrow to the right of the email color selector now shows a list of 10 user definable colors. Simply click on a color to assign it to the email or RIGHT-CLICK one of the 10 color boxes to assign a new color to that box. The default color at the bottom is the color used on the toolbar for a single-click color selection that you like to use most.
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|
| Emails
|
10/18/2011
|
Read Receipt - Handled differently if the preview window is not on the main screen
NOTES:
Prevents the inability to view an email when a read receipt is requested.
|
|
| Google Sync
|
10/18/2011
|
|
Google Strip out HTML notes better
|
|
| Import
|
10/18/2011
|
Added option to update contacts if client id field used
NOTES:
Many times users will import lists of contacts into the database that comes from another source like an MLS. If there is a unique ID field in that list then use the CLIENT ID field to import into - then the next time you import with that CLIENT ID it will allow you to update contact info.
|
|
| Mail Rules
|
10/18/2011
|
Added "System Value 01" - "System Value 20"
NOTES:
SystemValue - Assigns up to 20 SYSTEM Wide Values that can be used for mail merge. This gives you the ability to strip text from an email and forward that text as a merge field in a saved email.
|
|
| Mail Rules
|
10/18/2011
|
added an option skip adding a classification if contact exists or "only on new contacts"
NOTES:
Prevents the classification from being added if the contact has visited your website more than once and requested information.
|
|
| Mail Rules
|
10/18/2011
|
Custom Programming
NOTES:
NOTE: Custom Programming can now be done to parse emails for HTML content at an additional charge and use the System Value merge fields to enhance email needs in task series. EXAMPLE: Every day you get an email containing a LINK and a List of New Properties for sale in a given price range. That email can now be parsed and assigned to a system variable which allows you to forward a Saved Email to Prospects in your database with a specific classification. With this update we can now custom program to your needs and impress your clients with automated emails in a whole new way…. Please send an email to support@mark-it-systems.com for Pricing/Quotes.
|
|
| Main Menu
|
10/18/2011
|
Added Auto Repair Message
NOTES:
Prevent Load Freeze on error 3343 - Unrecognized database format - Offer to repair the database or exit. Should no longer "freeze" due to a corrupted database.
|
|
| Property Browser
|
10/18/2011
|
Added option to NUMBER the Browse List Rows
NOTES:
Allow the user to compare rows by number with another user easier
|
|
| Property Browser
|
10/18/2011
|
Added PRINT > SIMPLE LIST
NOTES:
Prints the current TABLE of properties displayed - does not matter if they are marked or unmarked this feature simply prints the screen as it is…
|
|
| Property Details
|
10/18/2011
|
Email to Parties -
NOTES:
Email TO PARTIES ... Assign the Transaction to save in the transactation
|
|
| Reports
|
10/18/2011
|
Better HTML Filtering of Note Content
NOTES:
Strip out HTML code when printing series with notes or Contact notes.
|
|
| Save Emails
|
10/18/2011
|
Way to import/update existing HTML Saved Emails using the Description field.
NOTES:
if you import HTML emails and the email description contains a filename exactly the same as you are importing the system will update the existing saved email instead fo making a new one.
|
|
| Saved Emails
|
10/18/2011
|
Add / Edit buttons now available when picking saved emails from the calendar
NOTES:
This allows you to add NEW saved emails without having to leave the calendar section as you design new task series.
|
|
| Saved Emails
|
10/18/2011
|
Added inputbox for remaing saved email folders.
NOTES:
When renaming a folder in the saved emails section the folder would not save if you pressed ENTER only if you would TAB out of the field. To fix this and make it easier for the user we added an input box.,
|
|
| START SERIES
|
10/18/2011
|
Added Right-Click menu change markers
NOTES:
Select a spot in list and MARK/UNMARK - from This Record UP / This Record Down - this helps to speed up the process of setting up partial series for older contacts that need to start in the middle of a list
|
|
| START SERIES
|
10/18/2011
|
Added Right-Click menu to calculate a start date.
NOTES:
Select a spot in the list and right-click to choose the date calculator. This option allows you to pick a date for a particular event and adjust all others based on that date. If you have a 7 year series and want to start on the 20th item with a current date, select that 20th event in the list and use the date calculator to pick the current date and it will calculate the starting date in the upper right corner of the screen for you to make that date work.
|
|
| Word Processor
|
10/18/2011
|
Email Merge with eStationery on 64 bit computers
NOTES:
Corrected sending TXM documents via email using Stationery on 64 bit computers. System was not using the correct Program Files (x86) folder.
|
|
| XiSendEmails
|
10/18/2011
|
Added Event Option: EXCLUDE FROM AUTO SEND
NOTES:
This option allows you to pick out individual events to EXCLUDE from the Auto Send so that those items can be done manually and not processed when other emails are automatically sent.
|
|
| Email
|
8/18/2011
|
Added MARK ALL AS READ to the right-click folder menu
NOTES:
Allows you to quickly mark all emails in a folder as READ
|
|
| Email
|
8/18/2011
|
Mail Rule Data Import
NOTES:
Changed how email messages are searched for data when importing into the database to get better results
|
|
| Contact Detail
|
8/17/2011
|
Notes tab refresh speed
NOTES:
Made the NOTES tab on contacts and transactions FASTER!
|
|
| Contacts
|
8/17/2011
|
Fixed: Delete the family members when deleting the contact
NOTES:
previous version would leave family members in the list - this has been fixed
|
|
| Email
|
8/17/2011
|
Added security item to allow specific users to EDIT received emails
NOTES:
Gives you to ability to put comments in the body of an email that you received.
|
|
| Email
|
8/17/2011
|
|
Corrected "You do not have rights to print this informaiton"
|
|
| Email
|
8/17/2011
|
Craigslist Anonymous Email
NOTES:
When sending to a craigslist anonymous email address which forwards to the account holder, Advantage Xi emails were being blocked. We have changed the formatting of the outbound emails to prevent ths from happening. There are still some KEY red flags that craigslist could block and email but basic emails can now be sent using HTML and not just Text messages.
|
|
| Email
|
8/17/2011
|
|
FIXED:Find in the TRASH folder caused an error
|
|
| Email
|
8/17/2011
|
|
Refreshed email folder list when adding a new folder to put in alphabetic order
|
|
| Email
|
8/17/2011
|
|
When emailing from the property detail email tab the email is linked to property
|
|
| Google Sync
|
8/17/2011
|
Corrected REPEATING EVENT notifications
NOTES:
when using notification the google sync process was not including notifications on repeating events.
|
|
| Email
|
7/25/2011
|
Added Confirmation Question before deleting emails in the [Contact Folder] when in the [Unread Email] folder.
NOTES:
This prevents emails that are attached to contacts only form being deleted by accident.
|
|
| Real Estate
|
7/25/2011
|
Fixed Checkbox fields in Custom Tabs to be printed.
NOTES:
Previous version was not adding checkbox fields to the reports.
|
|
| Calendar Tab
|
7/20/2011
|
Fixed: Allow delete of selected events
NOTES:
Prior versions would only allow you to delete one at a time even when you had selected multiple
|
|
| Email
|
7/20/2011
|
Added option to keep text black and only have the colored box
NOTES:
Some users expressed the inability to see the text of emails in the list that had colors. In the options button you can now force black text only.l
|
|
| Email
|
7/20/2011
|
Added: [Unread Only] folder in email
NOTES:
This special folder at the top of the list will allow you to see all unread emails and show you which folder it is in.
|
|
| Email
|
7/20/2011
|
Email Preview Window: Added buttons to attach to the current contact, other contacts or property
NOTES:
same buttons as as on the main email screen but gives the user the ability to attach the email to contacts and properties from the popup preview screen,.
|
|
| Google Sync
|
7/20/2011
|
Added checkbox option to allow a given user to opt-in for the sync all users button.
NOTES:
Googlesync can now sync ALL USERS that have opted-in. When you click the SYNC ALL USERS button, the system will go through each user in the googlesync database and see if they have opted-in and sync then goto the next user. This allows for a single office computer to update Google for each user which would update their phones.
|
|
| Google Sync
|
7/20/2011
|
Allow user to select a classification to exclude from syncing
NOTES:
Users can now make a classification like "DO NOT SYNC" to prevent a given record from syncing with Google
|
|
| Google Sync
|
7/20/2011
|
Broke out the Delete options for Contacts and Calendar
NOTES:
Users can choose to not check for deleted contacts but check for deleted calendar items.
|
|
| Google Sync
|
7/20/2011
|
Fixed: Removed spaces at the end of classifications to prevent duplicates
NOTES:
Google does not allow spaces at the end of a classification or group so when we were searching for a classification name that had a space at the end, it would not be found and we attempted to add a new classification.
|
|
| Real Estate
|
7/20/2011
|
Added a Clear button to the MLS tab while editing MLS Listings
NOTES:
Makes it easy to remove all content of the Private or Public MLS Listings
|
|
| Social Media
|
7/20/2011
|
|
Added LinkedIn and Google+ options
|
|
| SyncNow
|
7/20/2011
|
|
Allows Sync window to be Minimized
|
|
| Calendar
|
7/11/2011
|
Corrected Modify Date field when adjusting dates of task series based on Key Date changes
NOTES:
Prior version was not changing the MODIFY DATE when dates were changed by the system on Key Date updates. Closing dates, List Dates, etc.. This caused the google sync to change the dates BACK to the old dates in some cases.
|
|
| Address Book
|
6/30/2011
|
Added an option to show GRID LINES on the address book list.
NOTES:
Address Book > Data > Options > Browse Screen > [x] Show Grid Lines.
|
|
| Asset Manager
|
6/30/2011
|
|
Allow Property Address to be printed on Reports
|
|
| Calendar
|
6/30/2011
|
Added Right-Click > Attach To A Property on Task Series
NOTES:
When a user starts a series without adding a property transaction to it, you can now assign the transaction without having to restart the entire series. Simply RIGHT-CLICK > Attach To A Property on the % Complete box of the Task Series Summary Screen -- This is the box that shows something like: "2 of 17 Complete (11%)" that is to the left of the % Complete Graph Bar
|
|
| Contact Detail
|
6/30/2011
|
When emailing from a contact and loading a saved email, fill in the merge fields
NOTES:
When loading a saved email, if there is a contact's email address in the TO field, the system will do a lookup and merge the basic merge fields of that contact.
|
|
| Document Converter
|
6/30/2011
|
Added option to convert TXM to HTML documents
NOTES:
This is a way to take your existing Word Processing documents and save them to HTM files so that they can be imported into the email library. This works great on letter packages like Gary David Hall Trans Plans or Dave Beson Letter Writer series.
|
|
| Email
|
6/30/2011
|
Added a default Request Read Receipt option
NOTES:
Email Screen > Tools > Options > Email Options (tab) > Message (tab) > [x] Request Read Receipt - Check this option if you want to always request a read receipt.
|
|
| Email
|
6/30/2011
|
|
CC and BCC Store in Saved Emails
|
|
| Email
|
6/30/2011
|
Fixed: Long File Name attachments selection
NOTES:
previous version would only allow you to select 3 or 4 attachments at a time if you were using long file names and deep paths. Now you can select them.
|
|
| Email
|
6/30/2011
|
When composing a new message allow user to Paste an image from the clipboard
NOTES:
in the body of the message, RIGHT-CLICK and choose paste to paste an Image from your clipboard.
|
|
| Main Menu
|
6/30/2011
|
Allow user to Confirm Exit
NOTES:
Utilities > Options - Added Confirm Exit so that the user will be presented with a exit confirmation screen.,
|
|
| Main Menu
|
6/30/2011
|
Quick Search screen - Added option to search for Hidden contacts only.
NOTES:
Allows you to search only those contacts that have a contact type of (HIDDEN). These are mainly contacts that were entered as party members to a transaction or if you want to keep information about a contact that showed a property but don't want it in your main address book.
|
|
| Real Estate
|
6/30/2011
|
Added (HIDDEN) to the list of Contact Types on the Popup Contact Detail for party members
NOTES:
When manually adding contacts to the list of Party Members, by default the system will put them in as a HIDDEN contact so that it does not show the contact in your main Address Book list. You can now change other contacts to (HIDDEN) if needed when you want them in your Party Member list but NOT in your main address Book.
|
|
| Real Estate
|
6/30/2011
|
Added the Occupancy type to the list of merge fields
NOTES:
This field was not a choice on the list of merge/report fields
|
|
| Real Estate
|
6/30/2011
|
Service Report - Added Options menu to allow customization of MERGETABLE
NOTES:
User can decide which columns, font colors, font sizes, ascending/descending order, table borders as well as table colors on header background/foregrouind and lines. New Merge Fields: «MERGETABLE:SERVICEREPORT-ALL»,«MERGETABLE:SERVICEREPORT-PASTWEEK»,«MERGETABLE:SERVICEREPORT-PAST2WEEKS»
|
|
| Real Estate
|
6/30/2011
|
Showing Tab - Added Email Option for Seller
NOTES:
Allows you to click a single button to send an email to the seller - Using the new MERGETABLE:SHOWINGS-ALL the list of showings can be emailed.
|
|
| Real Estate
|
6/30/2011
|
Showings Tab - Added Options button to allow customization of MERGETABLE
NOTES:
User can decide which columns, font colors, font sizes, ascending/descending order, table borders as well as table colors on header background/foregrouind and lines. New Merge Fields: «MERGETABLE:SHOWINGS-ALL», «MERGETABLE:SHOWINGS-MARKED»,«MERGETABLE:SHOWINGS-PASTWEEK»,«MERGETABLE:SHOWINGS-PAST2WEEKS»
|
|
| Google Sync
|
6/10/2011
|
Corrected date issue when running from task scheduler
NOTES:
When you sync with Google the system keeps track of the date of last sync. When running from the Task Scheduler it was not always keeping the date so we changed how that was saved to correct the problem.
|
|
| Address Book
|
6/7/2011
|
Added a new "Social Media" tab in the Contact Detail screen.
NOTES:
New Tab in the Contact Detail Screen to assign Facebook "Friends" and Twitter "Followers" for easy access.
|
|
| Address Book
|
6/7/2011
|
Classifications - Right-click COPY
NOTES:
Added right-click Copy to copy contents from a select classification to the clipboard. This helps users to "clean-up" classifications that were improperly imported into the classification field.
|
|
| Address Book
|
6/7/2011
|
Classifications - Right-click REMOVE
NOTES:
Added right-click to quickly remove one classification entry - quicker than going into the master list and unselecting the given classification.
|
|
| Address Book
|
6/7/2011
|
Fixed: Duplicate Primary Contact Methods
NOTES:
Corrected issue that was duplicating phone numbers and emails when the users pressed the PRIMARY button before saving a contact.
|
|
| Address Book
|
6/7/2011
|
Photos Tab: Added the QR Code field at the bottom of the screen.
NOTES:
QR Code allows you to assign website links that can be printed on documents for quick access via Smart Phones
|
|
| Address Book
|
6/7/2011
|
Unmark Duplicates
NOTES:
Corrected issue that prevented 3rd or 4th copy of a name from being unmarked.
|
|
| Backup/Restore
|
6/7/2011
|
Backup program now keeps the last backup folder
NOTES:
You no longer need to reselect the backup folder each time you run backups. The system will remember your last backup folder.
|
|
| Calendar
|
6/7/2011
|
Fixed problem with Default Contact on Task Series
NOTES:
Advantage Xi has an option to "Default" a contact name into a new calendar entry. This was being done to Task Entries too which caused tasks to be assigned a default contact which would over-ride the selected contact. Causing all tasks to be assigned to the default contact instead of the intended contact.
|
|
| Convert Documents
|
6/7/2011
|
Allow for multiple documents to be selected at once
NOTES:
Problem existed which prevent more than 6 files from being selected at once.
|
|
| Email
|
6/7/2011
|
Added "Locked" to Folder Options
NOTES:
When you right-click on an email folder that was added by a user, you can select an option for "Properties". We added the "Locked" property to prevent users from deleting a folder by mistake.
|
|
| Email
|
6/7/2011
|
Fixed problem with Deleting Folders
NOTES:
Corrected the issue where Deleting a folder of emails deletes the saved emails from the contact as well.
|
|
| Email
|
6/7/2011
|
Fixed problem with REPLY TO:
NOTES:
Corrected an issue that was preventing replies to an email from using the REPLY-TO field of the original email sender. It was always using the FROM field.
|
|
| Flyers
|
6/7/2011
|
Main Screen Added the QR Code Link field and on each photo.
NOTES:
QR Code allows you to assign website links that can be printed on documents for quick access via Smart Phones.
|
|
| Main Menu
|
6/7/2011
|
Auto-Refresh current Browse Lists and Email screen after Clicking on the Sync Now button
NOTES:
Reduces the number of clicks required to see refreshed data.
|
|
| Propert Detail
|
6/7/2011
|
Photos Tab: Added the QR Code field at the bottom of the screen.
NOTES:
QR Code allows you to assign website links that can be printed on documents for quick access via Smart Phones
|
|
| Reports
|
6/7/2011
|
Several new QR Code Reports
NOTES:
Flyers, Property Detail, Contact Reports
|
|
| Task Series Spreadsheet
|
6/7/2011
|
Added dropdown for Record Owner to limit views to a given User
NOTES:
Prevents users that have semi-private clients from seeing other users series.
|
|
| Word Processor Utils
|
6/7/2011
|
|
Added button to edit the Custom Dictionary
|
|
| Calendar
|
3/23/2011
|
Added background color to Saturday/Sunday like we have for the other calendar objects
NOTES:
nothing major here.. Just a background color to see the weekends..
|
|
| Email
|
3/23/2011
|
Added IMAP connections for getting emails
NOTES:
in the email account setup there is now an option you can choose for POP3 OR IMAP. In most cases the IMAP port will be 143 but can also use port 993 with SSL
|
|
| Email
|
3/23/2011
|
Email check speed increased when leaving emails on the server.
NOTES:
Make sure you turn ON (checked) the option to show email count and the system will check emails on your server differently so that they do not have to verify all emails on the server.
|
|
| Address Book
|
3/14/2011
|
Constant Contact interface
NOTES:
Enhanced to allow Contact Contact list selections to be updated. Previous versions would skip the selected contact if they already existed. This verison will ADD or DELETE the contact names from lists as needed.
|
|
| Calendar
|
3/14/2011
|
Saved Emails in TASKS SERIES use saved FROM field
NOTES:
Any events that are setup with the action SEND EMAIL are sent using the SAVED EMAIL from the email library. The system now uses the saved FROM field as the default From instead of the user default.
|
|
| Email
|
3/14/2011
|
|
Find - Fin Screen Added Right-Click option for Archiving emails
|
|
| Email
|
3/14/2011
|
|
Find - Find Screen Added Right-Click option for saving email to other contacts, properties and external documents
|
|
| Email
|
3/14/2011
|
Open Saved Emails now use SAVED "From" as the default
NOTES:
Anytime you load an email from the Saved Email Library the system will try to use the SAVED email's From specified when saved.
|
|
| Import
|
3/14/2011
|
Corrected Address Import Fields
NOTES:
City and State were being skipped when no Street Address was specified
|
|
| SyncNow
|
3/14/2011
|
|
Added sync detail to log file
|
|
| Calendar
|
3/1/2011
|
Added Follow-Up button on event detail
NOTES:
When editing an event, the user can click on the follow-up button in the lower left to complete the current event and make a new follow-up event
|
|
| Contact
|
3/1/2011
|
|
Notes - Correct issue where note dates where being set to current date.
|
|
| DB Utilities
|
3/1/2011
|
Added option to sync item in Sync Log
NOTES:
right-click on the words SYNC LOG to display menu to Copy or Sync the currently selected item in the dropdown list.
|
|
| Documents
|
3/1/2011
|
|
Corrected default path
|
|
| Email
|
3/1/2011
|
Account Setup added option to set TLS
NOTES:
Added field to the database to store SSL TLS setting
|
|
| Email
|
3/1/2011
|
Corrected repeating CC: command in mass emails
NOTES:
source of email had repeated CC: text for each time the mass email was sent cauing sending errors.
|
|
| Browse Notes
|
2/15/2011
|
New Screen: Browse Notes
NOTES:
This new screen will allow you to view multiple contact and property notes form one screen. Search by DATE RANGE, Note Type and Keyword Search. Columns can be grouped by dragging the column header to the grouping box. Right-Click on the note to view the full note content, note contact and note property.
|
|
| Browse Showings
|
2/15/2011
|
New Screen: Browse Showings
NOTES:
This new screen will allow you to view multiple showing records by date range, showing type, and keyword search. Columns can be grouped by dragging the column header to the grouping box. Right-click on the showing entry to see the showing detail, showing contact and showing transaction.
|
|
| Calendar
|
2/15/2011
|
|
Fixed: Invalid Property Error selecting coordinator
|
|
| Email
|
2/15/2011
|
CC and BCC stored in Saved Emails
NOTES:
You can now save a default CC and BCC address for any saved emails.
|
|
| GoogleSync
|
2/15/2011
|
Fixed: Missing phone numbers
NOTES:
When syncing new contacts from google, phone numbers/emails/websites were not imported causing contacts to lose these contact methods.
|
|
| GoogleSync
|
2/15/2011
|
Fixed: Split Address sync issue.
NOTES:
Advantage Xi has 2 types of Address fields - 1) Full Address that contains house number, direction, streetname in 1 field. 2) 3 separate fields for house number, direction and streetname. When entering data the system automatically stores the data in both formats but when data is imported it does not split out the fields. This caused a problem during google syncing which caused the address to be blanked out during google sync.
|
|
| Facebook
|
1/20/2011
|
Facebook Link
NOTES:
|
|
| Address Book
|
1/17/2011
|
Added a Property Search based on several property fields.
NOTES:
Property search is based on PROPERTY information and not Transaction information. This allows you to search for properties even if a transaction was not done on the given property. Search fields include: Bedroooms, Bathrooms, Garage, Total SQFT, Year Built, City, Date Purchased, Month Purchased, Style, Construction, Subdivision, Area, Elementary, Jr High, Sr High, Basement, Fireplace, Original Price, Sold Price.
|
|
| Address Book
|
1/17/2011
|
Changed the Icon to the show party members to a property.
NOTES:
Icon is now PEOPLE instead of the House
|
|
| Calendar
|
1/17/2011
|
Allow events to be Colorized by coordinator
NOTES:
This option can be found in the Coordinator setup screen by clicking on the [Coordinator] button in the upper right corner of the Calendar. When checked, the background COLOR of events will default to the coordinator color selected in the same screen.
|
|
| Google Search
|
1/17/2011
|
Fixed: Google ID Field Size enlarged.
NOTES:
The field size for the google ID was set to 50 characters long. Most ID's are less than 30 but we found some events for some users to be over 180 characters so we increased the size of the database field to 250 characters. If you sync your databases to a master, make sure you do the sync or the warning message will continue to show. This problem corrects users issues that duplicate events because the ID number was not being stored correctly.
|
|
| Google Sync
|
1/17/2011
|
|
Added option to Sync On Exit of Advantage Xi.
|
|
| Showings
|
1/17/2011
|
Added a field to default the number of days for a followup.
NOTES:
by placing a number of days in this field as the default, the system will set the date based on the current date plus the number of days entered.
|
|
| Showings
|
1/17/2011
|
|
Added option to start a task series based on showing date.
|
|
| Showings
|
1/17/2011
|
|
Allow the end time to be changed automatically to 30 minutes after the start time if the start time is AFTER the end time
|
|
| Showings
|
1/17/2011
|
Change the date of either calenedar event assigned if the showing date changes
NOTES:
If you have events assigned to a showing then change the date of the showing, the system will display a popup asking if you want to change the events by the number of days that the showing date was changed.
|
|
| Showings
|
1/17/2011
|
|
FIXED: Corrected issue that created duplicate events if you edit an existing event from the showings screen.
|
|
| Address Book
|
12/27/2010
|
Changed Vcard option to use Client Name instead of the ID number.
NOTES:
Vcards allow you to send basic contact information to other people. Previous Vcard files were long strings of numbers, now it will have a name like "John Smith.vcf"
|
|
| Address Card
|
12/27/2010
|
Added emaili > address card to popup contact window
NOTES:
Previous version did not have this menu choice. The menu item will start a new email and place the contacts vcard information into the email as an attachment.
|
|
| Backup
|
12/27/2010
|
Added the Cancel button back to the screen.
NOTES:
Allows users to Cancel a backup - this button was hidden by accident.
|
|
| Calendar
|
12/27/2010
|
Notes on Completed events
NOTES:
Corrected a problem where notes were not being saved.
|
|
| Email
|
12/27/2010
|
Added option to save default CC and BCC
NOTES:
Press CTRL+F9 in the CC or BCC fields to save the values as defaults
|
|
| Email
|
12/27/2010
|
Archiving Status on Email Options
NOTES:
Added a status message to let you know how many emails have been archived when doing a manual archive
|
|
| Email
|
12/27/2010
|
Ban/Block list search added
NOTES:
Added a place to type search text - if the system finds matching patterns anywhere in the banned/blocked list it will display the email in the list. Clear the search field to show all names again.
|
|
| Email
|
12/27/2010
|
Corrected Plain Text Email Default
NOTES:
If you had the HTML Emails turned OFF by default the system would not show the typing area of the email message correctly.
|
|
| Email
|
12/27/2010
|
Easier way to add multiple Vcards to emails
NOTES:
Added Menu item to Email Compose window to Insert > Client Vcard and choose a person or Insert > My Vcard to insert your contact information from your user record.
|
|
| Email
|
12/27/2010
|
popup windows now prevent emails from being checked
NOTES:
previous version would check emails while email options were being displayed and it would cause problems
|
|
| Main Menu
|
12/27/2010
|
Corrected lockup issue when switching between programs.
NOTES:
One of the new features of Adavantage Xi is the Command buttons in the titlebar area of Advantage xi. Previous version of this would lockup if you went to a different Program, like Internet Explorer and then changed back to Advantage Xi while a POPUP window was open (options, settings, etc)
|
|
| Main Menu
|
12/27/2010
|
Show message on startup if database is corrupt
NOTES:
previous version would just end the program and user would not know what was happening.
|
|
| Word Processor
|
12/27/2010
|
Corrected double-click on picture or Text Frame
NOTES:
Previous version would display an error when double clicking on these items.
|
|
| Address Book
|
11/3/2010
|
|
Added new phone types to search range
|
|
| Address Book
|
11/3/2010
|
FIXED: Address Book Tracking
NOTES:
If you double-clicked on a contact and displayed the contact then changed back to the address book and double-clicked on a different contact the PREVIOUS/NEXT buttons would to properly show contacts.
|
|
| Address Book
|
11/3/2010
|
Preferred Delivery has a Default Option
NOTES:
Used to assign new contacts
|
|
| Birthdays
|
11/3/2010
|
Birthday/Anniversary - add option to copy all marked names (FIRST space LAST) to the clipboard
NOTES:
Used to paste names of contacts into a Monthly Flyer
|
|
| Client Detail
|
11/3/2010
|
|
Referred by display name now uses the company if no mailing names is available
|
|
| Connections
|
11/3/2010
|
|
FIXED: Corrected Error with Connections Report
|
|
| Contact Detail
|
11/3/2010
|
USE ALT or CTL plus mouse click to dial with addition digits -
NOTES:
Works good for adding a 1 in front o fthe number if it is a long distance call
|
|
| Demographics
|
11/3/2010
|
|
FIXED: BUG - System not saving changes unless typed into the field. if selected from menu only it does not save.
|
|
| Email
|
11/3/2010
|
|
Refresh Draft folder after sending like outbox - check Send Errors also
|
|
| Email
|
11/3/2010
|
|
Add new contact screen expanded
|
|
| Email
|
11/3/2010
|
|
Added Refresh button and right-click on folder to refresh
|
|
| Email
|
11/3/2010
|
|
Added Unarchive option
|
|
| Email
|
11/3/2010
|
|
Allow user to click DOWN Arrow button on Email Button of contact list to send to all emails addresses
|
|
| Email
|
11/3/2010
|
|
Changed how emails left on server are deleted
|
|
| Email
|
11/3/2010
|
Email merge now uses all client emails unless they are designated as DNC
NOTES:
This will allow users to send mass emails to all available email addreses
|
|
| Email
|
11/3/2010
|
|
ESC to close email preview windo
|
|
| Email
|
11/3/2010
|
|
Fixed: Added event to calendar from email info did not enter the note type or author
|
|
| Email
|
11/3/2010
|
FIXED: dont allow emails to be placed (drag/drop) in the FUTURE folder
NOTES:
Users can no longer drag/drop items in the future folder - email items in this folder require a date/time to be set in order to send them.
|
|
| Email
|
11/3/2010
|
LOCKUP ISSUE FIXED
NOTES:
when double clicking on an email to view the email in popup window the system would sometimes lock. This has been fixed
|
|
| Email
|
11/3/2010
|
New Option: Requested: HAVE A WAY TO ONLY SEND/RECEIVE when TOLD and ALLOW USER TO PICK WHICH ONES TO USE
NOTES:
Set the option to manual send and a window will display when you press the Send/Receive button. Has option of 5 saved settings.
|
|
| Email
|
11/3/2010
|
OPEN attachments if you choose them from the dropdown list
NOTES:
Previous version would ask if you want to save - you can still save but choose the save option - clicking on the attachment opens it in the default program.
|
|
| Email
|
11/3/2010
|
|
Option to turn OFF the popup notification
|
|
| Email
|
11/3/2010
|
|
Registered Emails changed to small logo only
|
|
| Email
|
11/3/2010
|
|
Users can now Press the ENTER key to display the popup email windo
|
|
| Email
|
11/3/2010
|
|
Vcard Import now imports notes
|
|
| Email
|
11/3/2010
|
|
View source screen now has a button to display the source in Notepad
|
|
| Finance800
|
11/3/2010
|
|
updated finance 800 with manifest file
|
|
| FNMA Import
|
11/3/2010
|
|
Updated and added Manifest File
|
|
| Google Sync
|
11/3/2010
|
|
Added Cancel button to stop sync
|
|
| Google Sync
|
11/3/2010
|
|
Added date range on calendar sync to prevent issues with 5000 entry limit
|
|
| Google sync
|
11/3/2010
|
|
Added option to Combine Groups with same name
|
|
| Google Sync
|
11/3/2010
|
|
Added option to delete unused Groups
|
|
| Google Sync
|
11/3/2010
|
|
Corrected Address and phone number sync issues causing duplicates
|
|
| Google Sync
|
11/3/2010
|
|
Corrected Classification Issue on New Contacts
|
|
| Palm Sync
|
11/3/2010
|
|
Increased speed Sending data to Palm on updates
|
|
| Real Estate
|
11/3/2010
|
|
Added more fields and change screen design of Advanced Search
|
|
| Today Screen
|
11/3/2010
|
|
Allow user t print a list of events on the screen type action type
|
|
| Today Screen
|
11/3/2010
|
|
Fixed: Underlined items stay underlined in Task Summary
|
|
| Google Sync
|
8/12/2010
|
NEW: Sync Advantage Xi with Google Automatically using Windows Task Scheduler
NOTES:
Updated Google Sync Instructions for New Version of Advantage Xi.
|
|
| Address Book
|
8/10/2010
|
|
Added CELL Phone to Global Update
|
|
| Address Book
|
8/10/2010
|
Classifcation popup window - made the LIST the default control
NOTES:
Previous version prevented the use of up/down arrows upon entry without clicking on the list - FIXED
|
|
| Address Book
|
8/10/2010
|
|
Export - added Email Address 2 to fields being exported.
|
|
| Address Book
|
8/10/2010
|
Using the Find button then using Previous Next would not refresh tabs
NOTES:
Tabs now refresh when changing records
|
|
| BACKUP
|
8/10/2010
|
When backing up to a Hard Drive the system now breaks the backup file into smaller files
NOTES:
The previous backup program had problems when backing up more than 4 gig onto one drive - the system will now break the backup files into multiple zip files - 1st backup file will have the extension of .ZIP the following files will be numbered .Z02, .Z03, etc..
|
|
| Calendar
|
8/10/2010
|
Saved Emails now use DESCRIPTION field instead of SUBJECT
NOTES:
in most cases the Description and the Subject are the same but the display was showing SUBJECT in the calendar event - this has been changed to the description field to help better describe the saved email that is selected.
|
|
| Calendar Tab
|
8/10/2010
|
Manual Process of Email Actions
NOTES:
System was trying to do a word processor mail merge instead of an email merge when the action was send email and manual process was selected.
|
|
| Documents
|
8/10/2010
|
New Multi Selection dialog box
NOTES:
Uses the standard windows dialog box to select files instead of our older design
|
|
| Email
|
8/10/2010
|
Added option to remove attachements
NOTES:
When you want to keep an email but don't need the large attachment, simply remove the attachment
|
|
| Email
|
8/10/2010
|
Changed attachment selection list to checkboxes instead of simple hightlight selections
NOTES:
One user could not understand that if it was highlighted it was selected so we changed it to checkboxes to indicated selection.
|
|
| Email
|
8/10/2010
|
Corrected lockup issue when forwarding and replying from a popup window
NOTES:
the issue where the screen would flash and flicker and then lockup has been corrected.
|
|
| Email
|
8/10/2010
|
Email Preview Bypass Changed
NOTES:
Previous version would allow user to SKIP the email preview when you right-click but if you right-clicked to display the menu and then clicked at a different location it would still block the email. We changed the block to use ALT+(Mouse Right-Click) on the email list to select the email without previewing the message.
|
|
| Email
|
8/10/2010
|
Font Change Settings
NOTES:
Allows user to assign a font for typing a message and retains the settings instead of changing per line/word in the message.
|
|
| Email
|
8/10/2010
|
Right-Click Drag Email to Folder
NOTES:
Cause a problem - this has been corrected.
|
|
| Email
|
8/10/2010
|
Saved Message IMPORT
NOTES:
Allows users to import .htm files into the Saved Emails Library
|
|
| Google Sync
|
8/10/2010
|
Added 2nd Record Owner Search to Semi-Private and Private contact types
NOTES:
if you were the 2nd record owner on a private or semi-private contact, the system would not allow it to google sync - this is now allowed.
|
|
| Google Sync
|
8/10/2010
|
Added button in OPTIONS tab to Validate data
NOTES:
Some records are not getting put into Google Contacts because some records may not have entry/modify dates or missing addresses during imports - the Validate Data button will make sure these are not issues and help the Google Sync operate as needed.
|
|
| Google Sync
|
8/10/2010
|
Corrected Email Type.
NOTES:
Google requires that each email to have a type (Home,Work,Other) - in some cases during editing this type was being set incorrectly.
|
|
| Photos
|
8/10/2010
|
New Multi Selection dialog box
NOTES:
Uses the standard windows dialog box to select photos instead of our older design
|
|
| Email
|
6/14/2010
|
Auto-Fill To / CC / BCC Speed Increased
NOTES:
Auto Search does not start until the 3rd keystroke so that it does not display hurdreds of names in the beginning of the search.
|
|
| 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
|
Global Update - Added Fields To Global Update
NOTES:
Fields Added: Cell1, Cell2, Home Phone2, Web site 2
|
|
| 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
|
Handle Mail Merge Emails Better
NOTES:
Send all emails in a mail merge to the Outbox before starting to send emails to help speed up the merging and sending process.
|
|
| 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
|
Allow user to cancel spell checker and close notes window
NOTES:
previous version would not allow you to close the notes screen if you cancel the spell checking process
|
|
| 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
|
Corrected Mail Merge Images
NOTES:
User Images and Logos can now be used in letters properly as merge fields
|
|
| 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+
|
|
| Word Processor
|
6/8/2010
|
|
Word Processor - Error 0 when doing Manual Process /Send Document via Email from the Property Detail Screen - Corrected
|
|
| Xi Notes
|
6/8/2010
|
XiNotes - allow user to see advanced login options
NOTES:
moved checkboxes to main login window instead of advanced tab.
|
|
| 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.
|
|
| Address Book
|
9/29/2009
|
|
Constant Contact - Corrected issue when the Company Name had no value
|
|
| Address Book
|
9/29/2009
|
|
Corrected Notes Display had extra HTML Tags in the Display/Reports
|
|
| Birthday
|
9/29/2009
|
Corrected Reporting
NOTES:
Recent Report Generator Updates caused a problem with the Birthdays Reports - Corrected
|
|
| 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.
|
|
| Email
|
9/29/2009
|
|
Added CC's to list of fields displayed when emails are replied to or forwarded
|
|
| 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
|
|
| 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
|
|
| 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.
|
|
| 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
|
|
| 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.
|
|
| Real Estate
|
9/29/2009
|
|
Corrected Notes Display had extra HTML Tags in the Display/Reports
|
|
| ALL REPORTING
|
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
|
|
| 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.
|
|
| 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"
|
|
| 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
|
|
| Flyers
|
9/9/2009
|
|
Setup to use New Report Generator
|
|
| 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.
|
|
| Reports
|
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
|
|
| Address Book
|
8/5/2009
|
Global Update
NOTES:
Added Status line to see records being processed
|
|
| Database Utils
|
8/5/2009
|
|
Forced the primary tab to show when syncing
|
|
| Email
|
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..
|
|
| 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…
|
|
| 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.
|
|
| 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
|
|
| 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.
|
|
| Email
|
8/5/2009
|
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
|
|
| Email
|
8/5/2009
|
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.
|
|
| Email
|
8/5/2009
|
Rules: Added new action "Mark as Read"
NOTES:
This allows you to automatically mark an email as READ if required
|
|
| Email
|
8/5/2009
|
|
SPEED of email downloads has been increased
|
|
| Email
|
8/5/2009
|
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.
|
|
| Address Book
|
7/6/2009
|
Constant Contact
NOTES:
Changed to use their new HTTPS (security changes)
|
|
| 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.
|
|
| 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.
|
|
| Email
|
7/6/2009
|
|
Corrected wording of popup message when exiting the program before sending an email - used the word "existing" instead of "exiting"
|
|
| 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.
|
|
| 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.
|
|
| 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
|
|
| Address Book
|
6/8/2009
|
|
Corrected the tooltip on the ACTIVE field
|
|
| Address Book
|
6/8/2009
|
|
Corrected Zipcode Lookup when no County or Country is provided
|
|
| 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.
|
|
| 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
|
|
| 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
|
|
| Email
|
6/8/2009
|
|
Importing Rules using the CELL Phone will now work correctly
|
|
| Email
|
6/8/2009
|
|
When printing emails the printout will include the number and names of attachments
|
|
| 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.
|
|
| 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.
|
|
| 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 -
|
|
| 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.
|
|
| Address Book
|
4/1/2009
|
|
Added Special Export for Coldwell Banker Users - This is a special format for their Company System
|
|
| 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
|
|
| 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
|
|
| Investors
|
3/11/2009
|
Additional feature requests
NOTES:
THIS MODULE IS STILL IN BETA - ONLY BETA USERS HAVE ACCESS TO IT
|
|
| 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
|
|
| Real Estate
|
3/11/2009
|
|
Corrected the popup window for selecting transactions - some columns of data were not under the correct heading
|
|
| 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.
|
|
| 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
|
|
| 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
|
|
| 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
|
|
| 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
|
|
| 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
|
|
| 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
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
| 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
|
|
| 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.
|
|
| 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
|
|
| Email
|
12/9/2008
|
|
Added menu item to allow user to attach an email to a property
|
|
| 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
|
|
| Real Estate
|
12/9/2008
|
Email Tab
NOTES:
Emails can now be assigned to Properties
|
|
| 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.
|
|
| 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.
|
|
| eFlyers
|
12/8/2008
|
|
Added option to preview images on the eflyers server as well as copy their URL to the clipboard.
|
|
| Email
|
12/8/2008
|
Added Delete button to Preview Window
NOTES:
User can now delete emails from the preview screen.
|
|
| 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
|
|
| 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.
|
|
| 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
|
|
| 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
|
|
| 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
|
|
| 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
|
|
| Email
|
9/25/2008
|
|
Mail Rule multi line import of notes can now include line breaks using |br| instead of ||
|
|
| Email
|
9/25/2008
|
Merge Fields option added to Hyperlink Install
NOTES:
merge fields can be used in the Hyperlink Inserts
|
|
| 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)
|
|
| 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
|
|
| 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.
|
|
| 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
|
|
| 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
|