The Main Entry Page and color scheme of the program has changed.
The background of
the pages and field colors has changed. For many forms you can now
"choose" your own colors for fields: To see this feature
go to the Preferences notepage of the Setup form.
Envelopes:
The font sizes have been increased to 12 pt
Arial on many of the envelope printouts.
New Report:
Current Case List for a particular Client: Right-clicking the Client area allows for opening the Current Case List for a
Client. There is a new button on that form for Printing the Case
List. The Cases printed reflects the View settings (Opened Cases or All
cases) and the Date Range settings.
Below are the details of the improvements to the individual forms.
Version
5.4 Cases Form:
Subject notepage:
Subject Auto Search:
This has been changed from fields at the bottom
of the notepage to a button at the top of the notepage. Pressing the
"Subject Auto Search" button will bring up a pop up form for Case
selection by Subject name or Case number. A more elegant stylish approach was
achieved.
Incident notepage:
Vehicle Data:
There is now the option to have multiple vehicles per case. Below is the new look.
New button: Press this button to insert a new vehicle
into the table.
Clear Lock button: In normal operation as the mouse
is moved over the top part of the table( Make and Model) the information in
the bottom right (License #, Color, etc.) will change dynamically. This is so one does not have to click each record.
In order
to "Lock" a particular record just click on the desired one.
The information displayed with stay on that record, for
editing, viewing. The Clear Lock button will appear along with
the blue right pointer to indicated highlighted record. Press
the Clear Lock to remove the display lock on the record.
Delete button: Press this button to Delete the highlighted
vehicle record. A confirmation will be displayed.
Preferences notepage:
Case Numbering Setup:
A Change button has
been added to allow changing the current case number value for Default and LEF
numbering. For instance, if the current Case numbers are in the 1000 range and
it was desired to start cases at 4000 this can be accomplished using
the Change button. Duplicate numbers are not allowed for cases and the program
automatically searches for the next available unique number. For
example, if the current Case number is 1245 (cases 1000-1245 present) and the
Current Case Number is changed back to 1000, then the next time the New Case
button is pressed the program will display 1246 as the next
available case number.
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Version 5.4 Clients Form:
Client Filtering: A new feature has been added that
allows for Clients that are not utilized often to be ignored or hidden from
normal view. This is of benefit when assigning Clients to cases.
This feature is
best seen on the Client List notepage. At the top right on the Toolbar is
a new drop-down field for selecting Client Views. The far left column has
check boxes. A check in results in the Client being
"ignored" when assigning to Cases. Further, with the drop-down
edit box one can select to either: 1. Hide "Ignored" Clients
(They are hidden on the Client form too); 2. Show All Clients,
or 3. View Only "Ignored" Clients (useful for cases where one
wishes to quickly find a Hidden Client and unCheck their hidden status.
Version 5.4 Timelog Form:
Subject Auto Search:
This has been changed from fields at the bottom
of the notepage to a button. Pressing the
"Subject Auto Search" button will bring up a pop up form for Case
selection by Subject name or Case number. A more elegant stylish approach
Expenses notepage:
There is now the option to "Reset" the Categories for a
particular Case. When a case is created the Category settings shown on the
Preferences notepage are set for the case. If the Category
definitions were changed there was no easy way to change them for a current
case. When the Cata column is right-clicked a new menu selection
is available: Set Categories for this Case to Current
Values.
Preferences notepage:
Four Additional User defined Category fields are available.
This is shown here and on the Invoice reports.
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Version 5.4 Invoice Processing Form:
Invoice Display notepage:
View Billing History:
This is a new feature. Each time
an Invoice is printed a Time Stamp entry is made into the Billing History
table. This table is Viewable by pressing the "View
Billing History" button on the top Toolbar. This is a toggle
button -- makes the Billing History table visible/not visible. Once the
Billing History table is visible any entry can be deleted by right-clicking it
and selecting: "Delete Billing History entry."
Version 5.4 Invoice Tracking Form:
Tracking notepage:
View Billing History: This is a new
feature. Each time an Invoice is printed a Time Stamp entry is made into
the Billing History table. This table is Viewable by
pressing the "View Billing History" button on the top of the Payment
History table. This is a toggle button -- makes the Billing
History table visible/not visible. Once the Billing History table is
visible any entry can be deleted by right-clicking it and selecting:
"Delete Billing History entry."
Invoice Select Buttons: Another set of select buttons were
placed below the Payment History table to provide a quick way to select
Invoices.
Preferences notepage:
Two additional Confirms:
1) Confirm Invoice Payment
Deletes. 2) Confirm Invoice Payment Changes. In
normal operation each time a Payment record is changed or deleted a Dialog box
appears asking to confirm operation. There is now the option
to enable/ disable those dialog boxes from appearing.
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Version 5.4 Setup Form:
Network notepage:
Once a proper Network Key is entered the system can be configured for Network
operation. On the top right is the "Network Configuration"
button. Pressing this button will bring up the Network Configuration
Utility. A series of steps are shown. Follow the Instructions
to configure your system for network operation.
System notepage:
Network Operation:
For Network Users there is a new Network
Key. Entering the proper Key will allow for Network
configuration.
Copy "Authentication" Information to Clipboard
button:
This new button allows for easy pasting of Authentication information into an
email. Once this button is pressed one can right-click and select
Paste in the message area of an email to have the Authentication information
placed there.
Preferences notepage:
Field & Table Color Settings: Users now can set the field colors
for many of the various forms fields and tables. Each form can
have its own color settings.
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