Move Administer Version 946 Released
Move Administer version 0.0.0.946 is officially released today.
History of Changes (933 to 946)
ADDITION: New fields added to Marine table (Marine table changed)
ADDITION: New fields added to Quotation table (Quotation table changed)
ADDITION: New FollowUp table (Followup table created)
ADDITION: New Recipient table (Recipient table created)
ADDITION: Administration, Road/Sea Superior Rate, Road/Sea Superior Sales Code, Air Superior Rate and Air Superior Sales Code columns added to Marine Insurance Band browse (Tools -> Options -> International -> Marine Insurance Bands)
CHANGE: Renamed the Destination tab on the Marine Insurance Band wizard to Band
ADDITION: Amount has been added to the Band tab of the Marine Insurance Band wizard
ADDITION: Superior Rate and Sales Code fields have been added to the Road/Sea Freight tab of the Marine Insurance Band wizard
ADDITION: Superior Rate and Sales Code fields have been added to the Air Freight tab of the Marine Insurance Band wizard
CHANGE: Generating invoice detail for Marine Insurance now caters for Superior Marine Insurance and Administration charges
CHANGE: Removal Accruals report now caters for Superior Marine Insurance and Administration charges
ADDITION: Superior Rate and Sales Code fields have been added to the Marine tab of European and International Quotation wizards
ADDITION: Administration field has been added to the Marine tab of European and International Quotation wizards
ADDITION: Superior Rate and Sales Code fields have been added to the Marine tab of European and International Acceptance wizards
ADDITION: Administration field has been added to the Marine tab of European and International Acceptance wizards
ADDITION: Superior Rate and Sales Code fields have been added to the Marine tab of Marine Insurance Acceptance wizard
ADDITION: Administration field has been added to the Marine tab of Marine Insurance Acceptance wizard
ADDITION: New FSSA table (FSSA table created)
ADDITION: ‘Import FSSA Addresses…’ has been added to the Actions menu of the Prospect browse. When selected this allows the import of a CSV (comma separated variable) file of addresses available for purchase from For Sale Sign Analysis
ADDITION: Tentative Date, Used us Before, Enquiry Source and Chosen Reason fields have been added to the Appointment Schedules report
NOTE: Follow-Ups can now be recorded for Customer’s and Corporate’s. Follow-Ups can also be set for Recipients, and a reminder date and time set. This is work in progress with some exciting enhancements planned, and at present the automatic notification of a follow-up reminder has not been activated in this update
ADDITION: ‘Follow-Ups…’ has been added to the Actions menu of the Customer and Corporate forms
ADDITION: ‘Update Recipient(s)…’ has been added to the Actions menu of the Follow-Up form, and when selected will update the reminder date and time for all recipients on the recipient browse
ADDITION: A ‘Follow-Ups…’ menu has been added to the File menu, providing access to follow-up ‘Reminders…’, ‘For Me…’ and ‘By Me…’
ADDITION: A new Reminders icon has been added to the main toolbar
FIX: Print Identity Labels now works as expected from the Actions menu of the Commercial Quotations browse for Customers and Corporates
ADDITION: New field added to Enquiry table (Enquiry table changed)
ADDITION: ‘Exchanged contracts’ checkbox has been added to the Tentative tab of the Customer and Enquiry Wizards
ADDITION: Storage Status column has been added to the Inland Quotation and Commercial Quotation browses for Customers and Corporates
ADDITION: You can now accept the storage section of an Inland/Commercial Quotation, once the Inland/Commercial Quotation has been accepted. You will be prompted after the Inland/Commercial Quotation has completed the Acceptance Wizard, and if you decline the Accept menu item and Toolbar icon will remain enabled, allowing you to only accept the Storage section at a later date
ADDITION: You can now accept the storage section of an Inland/Commercial Quotation from the Event Diary once the Inland/Commercial Acceptance Wizard has completed
ADDITION: The Query Wizard has been added to the Follow-Ups For Me browse
ADDITION: The Query Wizard has been added to the Follow-Ups By Me browse
CHANGE: The Follow-Ups For Me and Follow-Up Reminder browses now refresh every 60 seconds, but only if the window is the currently active window
Superior Marine Insurance Cover
The option from Britannia Movers International to offer Superior Marine Insurance Cover has been recently added to Move Administer.
Marine Insurance Bands now allow Superior, Super, Standard and Restricted Cover for road/sea freight and air freight.
Along with this additional is the facility to charge a one off administration fee for arranging such cover, on a per band basis.
For Sale Sign Analysis
A recent addition to the prospecting side of Move Administer is the facility to import mailing addresses, available in CSV (Comma Separated Variable) format from For Sale Sign Analysis, based in Tyne & Wear.
For Sale Sign Analysis developed the concept of Market Share Reports, which evaluate a comprehensive range of statistics that help Estate Agents to measure their performance against their competitors on a wide variety of criteria. The reports capture important information about trends in the housing market throughout England and Wales.
For Sale Sign Analysis visit every location within England and Wales every 3 months, collecting the address of every property displaying a For Sale and Sold board.
Move Administer Version 938 Released
Move Administer version 0.0.0.938 is officially released today.
History of Changes (933 to 938)
ADDITION: New field added to SystemDefaults (SystemDefaults table changed)
ADDITION: New field added to CustomerCorrespondence (CustomerCorrespondences table changed)
ADDITION: New field added to CorporateCorrespondence (CorporateCorrespondence table changed)
ADDITION: New field added to AgentCorrespondence (AgentCorrespondence table changed)
ADDITION: ‘Request read receipt’ checkbox has been added to the Email tab of System Defaults (Tools -> Options -> Defaults -> System)
ADDITION: ‘Request read receipt’ checkbox has been added to the Content tab of Customer/Corporate and Agent Email Correspondence forms
NOTE: Please note that a read receipt is at the request of the recipient, should their email client support this feature. Email clients can be set to ignore read receipts, automatically response to read receipt request or be at the discretion of the recipient
NOTE: Interest rate for July 1st to December 31st should be set to 5.5% (Tools -> Options -> Accounting -> Interest Rates)
CHANGE: When you click on the HTML tab of a Customer or Corporate Email Correspondence form a mail merge will automatically be performed if no HTML content already exists
FIX: When accepting a quotation the sales code is only set to the default product sales code should no sales code be set and a default sales code exists
CHANGE: Town is no longer required as part of the address in order to match prospect addresses when entering an Enquiry
CHANGE: Mobile and Email columns have been added to the User browse in User Administer
CHANGE: SMTP Account Name has increased from 35 characters to 50 (SystemDefaults table changed)
CHANGE: SMTP Account Password has increased from 20 characters to 35 (SystemDefaults table changed)
Product User Guides
Additional copies of our product user guides, consisting of Move Administer – User Guides Volume 1 & 2 and Options Guide Volume 3, Commercial Administer, Shipping Administer and Survey Administer, are now available for purchase from On-Demand Manuals.
On-Demand Manuals is a company devoted to printing manuals using PDF and other digital files. On-Demand Manuals provide professional manuals on a wide range of products including software, technical and instructional manuals for companies worldwide.
State-of-the-art equipment allows On-Demand Manuals to print manuals one at a time as orders are received, a service that ensures up-to-date printed manuals are always available, eliminating the need to maintain inventories of manuals. On-Demand Manuals handle all aspects of order processing, sales, invoicing and shipping.