Build 2024-04-22 - Extended the ability to control the folder that email archives are stored. Add wording and options to clarify the meaning of the email archive folders. Build 2024-04-08 - Fix "unable to create a PDF" issue when the Scheduler program is sending Overdue Payment Reminders. Build 2024-03-11 - One or more invoices can now be linked to Promised Payments. - A drag and drop ability is added for communications and documents. - There is a new document inquiry button to the Disputed Invoices and Tracked Invoices screens. - Minor fixes have been made to several screens. - OE and AR prefixes to emailed invoice numbers have been eliminated. Build 2024-02-16 - Year option added to Dashboard display. - Support is added for Customer Number Changer combine operations. Build 2024-02-07 - Minor bug fixes - More consistency between Scheduler and UI. Build 2024-01-26 - New French translations. - Delete button removed from customer aging screen when deletion does not apply. - Minor cosmetic fixes. Build 2024-01-16 - Companies have a preferred language available. Invoices can be sent out to both English and French customers in one operation. Build 2024-01-03 - The Scheduler program will now send out (unprinted) invoices with the body conrolled by a template. - Support for French language templates (column titles, currency formats), based on the user's Sage 300 language. Build 2023-12-12 - A Periodic Processing menu provides access to a new program, Close Invoices. - Close Invoices will close Disputed and Tracked invoices that have been paid in A/R. Build 2023-12-05 - Large performance improvements for payment due alerts. Build 2023-12-04 - Large performance improvements for overdue payment reminders and aging. Build 2023-11-28 - Templates for Overdue Payment Reminders and Payment Due Alerts can now have embedded images. - Company screens, Notes tab, now have an option to show all notes related the the company (any entity). Build 2023-11-21 - A Scheduler program is added so that sending reminders and alerts can be automated. Build 2023-10-04 - Support is added for Sage 300 2024. - Contract Groups have enhanced management of copy and merge operations. Build 2023-08-28 - When sending overdue payment reminders, a static document (e.g. new terms) can be attached to every email. Build 2023-07-31 - Marketing menu added with Bulk Mail setup and send functions, enhanced Contact Group functions. Send emails to multiple users through local mail server, MailChimp and SendGrid. MailChimp and SendGrid functions require your to have an account with these providers. Build 2023-07-04 - Page sizes in grids adjust dynamically to the window size. - Right-click on grid headers to delete and undelete entities. Build 2023-06-21 - Sync Companies - fix error that occurs with large numbers of optional fields. Build 2023-06-20 - Excel Charts (avg days to pay, avg days overdue) can now be filtered by various customer fields. - Overdue Payment Reminders and Payment Due Alerts can now be filtered by various customer fields. - Support is added for Sage 300 2023.2 and 2023.3. Build 2023-06-07 - Added an Overdue Payment Reminders report. - Added a CUSTOMER_BALANCE variable to Payment Due Alerts and Overdue Payment Reminder email bodies. - Changed the OVERDUE_AMOUNT variable for Overdue Payment Reminders to only show overdue amounts in all situations, never all amounts. - Added substitution variables to email subjects for Overdue Payment Reminders and Payment Due Alerts. - Improved messages that are displayed upon completion of imports. Build 2023-06-02 - Email logging is provided for all email functions. - French translation is improved. - Fix errors when updated customer optional field values from company optional field values. Build 2023-04-25 - Added ability to produce detailed, technial email log. Build 2023-03-09 - Clear and go "X" added to search fields. - Customer Aging - fixes minor currency display issues. Build 2023-03-06 - Customer Aging now supports an export to Excel. - Customer Aging now suppports options to better match Sage 300. Build 2022-11-21 - Fixes issue with Excel charts and UTF-8 characters. - Improved French translations. Build 2022-11-04 - Change log Date sort now sorts by Date and Time. - Improved French translations. Build 2022-09-26 - Correct version checking issues. Build 2022-09-19 - Support is added for Sage 300 2023. - An archived version is created for Sage 300 2014-2017. - User Preferences for CC and BCC moved to Send Documents and Send Invoices screens. - The Overdue Payment Reminders screen supports a drill-down to the Collections screen. - Support is provided for Productivity Tools by launching Extended screens from CRM and Collections screens. Build 2022-07-27 - Fixes an error "block variable not set" that can occur when creating Overdue Payment Reminders or Payment Due Alerts. Build 2022-07-22 - User Preferences for CC and BCC moved to individual screens. - The Overdue Payment Reminders screen supports a drill-down to the Collections screen. - An INI setting is added to control the timeout of mail servers that do not respond within 30 seconds. Build 2022-07-04 - Fixes an issue when UNC names are used to file email documents. Build 2022-06-28 - Send Invoices program now has an explicit Document Date range filter. Build 2022-04-19 - Customer Aging adds a flag to show that a customer is on hold. - Overdue Invoices report adds a **ON HOLD** message for customer on hold. Build 2022-04-12 - Overdue Payment Reminders now have an Account Summary option. Build 2022-03-14 - Overdue Payment Reminders and Payment Due Alerts Fixed the issue that when the session date is not equal to the system date, the alert message that overdue payment reminders have not been updated today will pop-up, even if there has been an update today. Build 2022-03-07 - Fixed the Customer Aging screen so that current documents are now shown when the Only Show Documents Overdue by / Only Show Customers Overdue by option is unchecked. Build 2022-02-14 - Send Documents: Fix issue with Run-time error '0' that could occur under special circumstances. Build 2022-02-08 - A new program, Send Invoices, has been added to the Send Documents group. Sends documents that have not yet been "printed" (marked as printed in Sage 300). Sends A/R, O/E and V/M invoices and O/E credit and debit notes in a single run, instead of 2 or 3 runs. Suppresses A/R summary of O/E invoices. Sends email, doesn't print, using an A/R email template. - Send A/R Invoices now has an option to attach separate PDF files for each invoice. - The Send Documents program has a reply-to option added. Build 2022-01-12 - Adds the ability to filter the Aging screen by optional fields. - Adds the ability to use A/R Email Messages to as a template for the ad-hoc Send Documents function. Build 2022-01-06 - Filtering by user is added to the dashboard screen. Build 2021-12-22 - An issue with the new grid control is fixed that causes some entries to NOT be selected when checked. Build 2021-12-17 - A Calendar program has been added to show entities with revisit dates in month, week and day views. Build 2021-11-19 - Fixes an issue with data activation. Build 2021-11-12 - Adds the ability to include an aging table in overdue payment reminder emails. Build 2021-11-02 - Adds the ability to dial a phone number from various company and contact screens. Build 2021-10-20 - Customer Aging Adds selection by a range of customers Totals reflect filtered customers, not all customers. - When all Overdue Payment Reminders are Task (not Email), email setup is no longer required. Build 2021-09-02 - Fixed issue with Send Documents forgetting the checkbox selections in some circumstances. - Fixed issue when sending overdue payment reminders and the default period between settings has been changed. Build 2021-08-11 - Tasks will email calendar attachments to assigned Sage 300 users who have an email address in Admin Services setup. Build 2021-07-21 - Payment Due Alerts have been added - to remind customers that payment is due shortly. - The Overdue Invoices and Overdue Payment Reminders have been rearranged. Overdue Payment Reminder records are kept and Overdue Invoice records can be either kept or not. Build 2021-05-26 - Change Log Report and Inquiry programs are added. - Support for both Productivity Tools and TaiRox Extended Processing customizations is added. Build 2021-05-17 - A Sales Reports section is added. A Sales Activity Report is added. - Issue where some fonts in some Windows 10 environments were mismatched is fixed. - A resource leak in the Collections pop-up form is fixed. Build 2021-03-09 - Support is added for installation on the Sage Partner Portal. - Fixes issue where email addresses were not synced between the A/R Customer and Company. Build 2020-10-20 - Overdue Payment Reminders now support a "Phone Call" option, when a call is to made instead of an email. - Sage 2021 is now supported. Build 2020-09-18 Build 2020-09-17 - Overdue Payment Reminders are now consolidated - one email per customer per cycle. - Overdue Payment Reminders are now sent only once to a customer every X days. - HTML email templates are provided. Build 2020-08-26 - Overdue Invoices and Send Document will now support Service Manager Invoices. - When Avalara is installed and an O/E order is to be created: The order will not be created unless the O/E Order Entry UI's Add/Save button is pressed. This will mean that orders with required optional fields can now be used when Avalara is present. Build 2020-07-21 - Overdue Invoices, Disputed Invoice, Tracked Invoices and Promised Payments will now search by a company's optional field values. Build 2020-07-15 - Tracked Invoices has been added as a new program. - Notes for invoices have been integrated (Tracked, Disputed, Overdue) so that notes appear in all 3 places. Build 2020-07-10 - Fixes a searching issue with Cases. Build 2020-06-25 - An Overdue Invoices report has been added. Build 2020-06-08 - Reports have been added: Promised Payments and Disputed Invoices. Build 2020-05-27 - When sending payment reminders for overdue invoices, you can now specify that the original invoices are to be attached. - Promised payments are now tracked. Build 2020-05-05 - Collections Charts Added: Average Days to Pay and Average Days Overdue. - An opportunity can now be copied with a few mouse clicks. - Opportunities can now be created for multiple customers with a few mouse clicks. Build 2020-04-24 - Product name changes to TaiRox CRM and Collections. There is now a collections-only product. - Multiple Contact Alignment, Phase 2 - CRM contacts now stay in sync with multiple contacts in Common Services. - Support for 2020 PU2. Build 2020-03-21 Build 2020-03-20 - Fixes an issue with AR syncing - when posting AR Batches and the company does not exist. Build 2020-03-10 - The Customer Aging screen now allows filtering by customer group. - Users can now attach files to emails sent via the Send Documents function. - There is now an option to drag and drop files onto the documents tab in the companies, opportunities and cases pop-up forms. Users can now indicate where files related to Companies, Opportunities, and Cases are stored when dropped. A Document entity is created for dropped files. Build 2020-02-13 - Improved control of memory usage to eliminate errors on RDP servers. Build 2020-02-12 - Miscellaneous fixes. - Multiple Contact Alignment, Phase 1 - CRM contacts can belong to multiple companies. Build 2020-01-06 - A major new feature - Overdue Invoices - has been added. Build 2019-12-12 - A mismatched ROTO ID in disputed invoices is fixed. - An issue with multiple optional fields being displayed on some grids is fixed. Build 2019-12-02 - A security issue for Disputed Invoices is fixed. Build 2019-11-21 - The ability to export and import contacts is provided. Build 2019-11-14 - The ability to export and import companies is provided. - Improved error messages when required optional fields are missing. Build 2019-11-08 (7251) - Avalara support, only visible if Avatax is installed. Added the ability to have a $0 miscellaneous charge inserted when an order or quote is created from an opportunity. This is required for Avalara installations using order entry as Avalara does not support orders or quotes with zero detail lines. - Disputed invoices are added and will appear on the dashboard. Customer aging can include or exclude disputed invoices. Build 2019-10-29 (7241) - Send Documents provides a filter to view unpaid documents. - Add support of Office 365 mail protocols. - Add detailed email diagnostic logs. Build 2019-09-17 (7199) - A company can now be selected in the Notes search page and all note for that company, its cases and its opportunities will be shown. Build 2019-08-29 (7180) - Corrects the "blank statement" issue when generating statements when there is no setup for TaiRox CRM and the Sage 300 delivery method is used. Build 2019-08-09 (7160) - Support provided for Sage 300 2020. - Improved messages for SSL email setup (TLS requirements). Build 2019-06-28 (7118) - Fixes issue with Promote not working under certain circumstances. Build 2019-06-13 (7103) - Provides support for Office 365 communication on port 587 when emailing. Build 2019-05-25 (7084) - License Information and About screens display more information to assist with activation codes. - Subclass of A/R Customer view keeps TCRM in Sync. - Support for A/R Customer Number Changer. Build 2019-04-30 (7059) - An new option allows sub-classing of A/R Customers so that data is synchronized from A/R to CRM and vice-versa. - Updated documentation. - 2019 PU2 compatible. Build 2019-04-19 (7048) - Security issue - prompts when accessing companies - fixed. Build 2019-04-11 (7040) - Issue fixed with Optional Field of type Time. Build 2019-03-11 (7009) - Major New Features: Add the ability to email invoices and other accounting documents to multiple contacts in a company. Many note fields have been lengthened (will require data activation to a new level). Build 2018-12-22 (6930) - Improves order filtering in Send Documents function. Build 2018-12-19 (6927) - Fixes issue that causes the Change Log UI to not display in some environments. Build 2018-12-11 (6919) - Fixes issue that Send Documents button does not appear when security is turned on. Build 2018-11-22 (6900) - Fixes issue with the companies screen when selecting an inactive territory. Build 2018-11-13 (6891) - Improved handling of OE documents where the number of decimals in IC quantities is set to 0 instead of the option in IC Options that determines whether fractional quantities are used. Only affects users sending OE documents that use fractional quantitites. Build 2018-11-07 (6885) - The Send Documents function will not show A/R invoices as an option if the user is not allowed to print invoices. Build 2018-11-02 (6880) - Fix issue where not all OE invoices are sent in Send Documents function. Build 2018-09-20 (6837) - Fix issue where communications created through Send Documents were not linked to the contact recipient. Build 2018-09-10 (6827) - Fix issue with Customer Inquiry crashing when launched from the Sage 300 Customers UI. Build 2018-09-06 (6823) - MAJOR RELEASE: Add the ability to send invoices and other documents quickly to multiple contacts. - Add user-defined stages for cases. Build 2018-06-15 (6740) - Fix wording of error message Build 2018-06-12 (6737) - MAJOR RELEASE: Collections Management added: cases, notes, customer aging Build 2018-04-04 (6668) - The grid showing orders that are linked to customers now displays the sum of shipped and unshipped totals. - SmartFinder searching is extended to opportunity status (e.g. Open). - Demo data messages are improved. - The ADMIN user can now remove CRM data, whether demo or not. The user must respond "YES" to a confirmation form. Build 2018-03-08 (6641) - Updating Company data will now update A/R Customer data, including optional fields. - User Preferences default Page Size to a value better for larger monitors. - The demo warning will not be displayed for non-CRM users. Build 2018-02-08 (6613) - Improvements to searching, including searching by user who modified entity. - Multi-user changes for 300c compatibility. Build 2018-01-25 (6599) - Added ability to import unsubscribe lists. Build 2017-12-27 (6570) - Initial Controlled Release.