| Revision |
Item |
Description
of change |
4.6
Build 1168 |
1 |
Changed
handling of Client import in ECAI for QB. Due to changes
for Parent/SubItem relationships, this disturbed the
way that Clients work and allowed Jobs to be imported
into Eclipse from QB as Client records. To accomodate
this, we only now import the 1st level client record
in QB, meaning that any jobs that have been entered
in QB and associated with a client are not imported
into Eclipse. |
|
2 |
Updated
Display Preferences. Now have added facility where
a user can set the Schedule coloration via the Display
Preferences (if they are Administrator or Designer).
Previously this was done by forcing all users to share
the color settings of the Administrator account, however
it was not obvious that this was happening nor was
it easy to adjust and see how this would look without
constant restart of the 4D Server software. This has
now been fixed so that a user that logs into the system
as Administrator or Designer can set these colors
according and the changes of schedule coloration go
into affect immediately for all users on the system. |
| |
3 |
Changed
handling of Job Visibility in Technician record from
Checkbox to pull down menu. This allows for further
granulation in security levels of what a technician
can see over the web |
4.6
Build 1159 |
1 |
Changed
import handling of ECAI for QB for handling Parent/SubItems.
This means that the system now respects Parent/SubItem
relationships in QB where in the past it would only
import the Parent record. |
| 4.6
Build 1152 |
1 |
Changed
display behavior on Eclipse NET for Job Descriptions
on the Job Listing page. Some clients were creating
very long job descriptions and after displaying these
on certain pages, it would exceed the 32K text limit
for these pages and not render the pages correctly nor
allow page navigation to work properly. This has been
corrected to reduce the entire Job Description to a
300 character max on the Job Listing page and if there
is more than 300 characters displayed, it will append
a ... to the end of the Job Description signifying that
there is more to come, which will be shown fully in
the Job Detail page. |
| 4.6
Build 1143 |
1 |
Added
complete Work Report facility. A work report is a printed
document showing the full details of a job, including
all labor and parts used on it. The Work Report is available
in the same manner as a Work Order, and can be produced
for both Client/Server & Web users. Web users get
a PDF version of the report similar to PDF Work orders.
Much of the options on this report can be changed through
integrated Preferences available on the Preferences
option of the Administration menu. |
| |
2 |
Fixed
problem with inserting Work Phrases that exceed 80 characters
in length. This would previously cause a Runtime error
in the software. This has now been corrected to allow
up to 32K of text for Work Done phrases on Labor entries |
| |
3 |
Increased
limit of number of technicians that can be chosen for
web users to 250. In the past this limit had been placed
at 50 but many clients have exceeded this number with
their workforce. |
| |
4 |
Supported
'Other ID' field on web based service call detail page.
This information is now shown (non-editable) on the
Call Detail web page for Eclipse NET users |
| |
5 |
Decreased
time required to restart Server or apply software updates
through more optimized updating mechanism now available. |
| |
6 |
Included
support for automatic Logo JPG file creation on Eclipse
NET servers for Work Orders & Work Report PDF document
insertion |
| |
7 |
Improved
import functionality to accept files from various operating
systems, increased resillience with data typing and
removal of unwanted characters during import |
| |
8 |
Modified
the Job Type Lookup table to support overriding the
Inventory Item that invoices created from different
jobs (based on their Job Type) would post to Quickbooks
or other Accounting software integration. For example,
if you would like to see your income split into different
Chart of Accounts accounts based on the type of job
that is invoiced, this can now be accomodated. If no
override account is specified in the Job Types, then
it will default to the general Labor account as defined
in the Profile at the time of integration otherwise
it will use the ServiceItem that you specify to post
to QB Sales. |
| 4.5MC62 |
1 |
Fixed
problem with 2nd page of Purchase Orders incorrectly
printing |
| |
2 |
Fixed
problem with Customer Account Statements not correctly
flowing onto 2nd page during printing when more than
1 page of items outstanding are to be printed for a
single customer |
| 4.5MC61 |
1 |
Resolved
all issues with No of clients > 30,000 throughout
application |
| 4.5MC60 |
1 |
Fixed
problem when number of clients exceeds 30,000 entries.
Pull down menu selectors for clients in this situation
would fail and cause application to crash. Fixed problem
specifically on the Find option on the Job Listing screen,
and when new clients were added during job entry |
| 4.5MC51 |
1 |
Added
ability for Quickbooks Integrator to force the Invoice
number to be set from Eclipse, or to allow Quickbooks
to allocate its own Invoice number (although Eclipse
will retain its own seperate Invoice number anyway).
This is due to the fact that Quickbooks will set the
Next Invoice number to the next number beyond Eclipse's
Invoice number, causing the possibility of duplicate
Invoice numbers to occur. The operator now has a Preference
setting to handle this as an option. |
| 4.5MC49 |
1 |
Fixed
problem with sorting on column headings in Prospect
listing, losing correct identity to edited or deleted
records |
| |
2 |
Fixed
problem where if a service call has its Asset/Equipment
changed and already has Labor records on the call, that
the Labor records were not being updated to reflect
correct service history against the new Asset/Equipment
item on the Service Call. |
| |
3 |
Changed
sorted order of Jobs when invoicing multiple Jobs to
one customer. Prior order was newest to oldest. New
order is now oldest to newest |
| |
4 |
Fixed
problem in Service Agreement Profitability Report ignoring
date range provided |
| |
5 |
Added
Customer Phone Number and Range of Dates on Work Estimate
form style #3 |
| 4.5MC46 |
1 |
Added
code to restrict the number of Client records to be
shown in a pull down menu on the Job Listing screen.
If there are more than 10,000 clients in the database,
it will not show all clients in the Pull Down menu,
but the Find button can be used to identify a client
record |
| |
2 |
Extended
support of Technician record being changed to 'Inactive'
state to handle if a user had a technician as the
last selected technician in any pull down menu. Now
if a technician name is changed, or if it is made
Inactive, of if the Technician is deleted, any reference
to it as a 'Last Selected Technician' in the pull
downs is automatically reset back to ALL |
| |
3 |
Added
Page support in Client Finder. This will allow datbaases
with large numbers of Clients to be shown in Page style
in the Client Finder window |
| |
4 |
Expanded
memory support for Client Addition. If a Client Add
is done from the Job Detail screen, more memory is now
allocated to the process |
| |
5 |
Reduced
memory requirements on Job Addition and Job Editing.
Additional arrays containing large lists of items are
now cleared from memory when a Job Addition or Job Editing
is performed in the system |
| |
6 |
Chnanged
record lock behavior to allow a user to set the number
of retry attempts on a record lock to any value through
the Preferences. The default value is 2 for this if
it is not set. This should decrease problems with record
locking issues when users double or triple click on
rows in client/server operation |
| |
7 |
Added
code to force the Database Property setting on Server
and 4D Client to not timeout under 500 minutes. This
will remove the possibility of the server forceably
disconnecting clients for no apparent reason |
| |
8 |
Added
code to remove Index Compacting which is a known conflicting
issue with Lotus Notes users and Eclipse |
| |
9 |
Added
Date to front of Labor lines on invoices if the user
has selectd the Preference in Invoice Preferences to
add labor details to lines on an invoice. This is ensure
that labor dates get past over to Quickbooks with the
labor items. |
| |
10 |
Added
logging of memory and stack available prior to executing
any function in Eclipse if the Debug Mode is switched
on. This allows Tech Solutions' support staff to monitor
available memory on workstations when there is a suspected
failure due to lack of memory for the application |
| |
11 |
Increased
speed of Purchase Requisition loading when a Part Number
has been entered for searching in Purchase Requisitions |
| 4.5MC45 |
1 |
Added
'All' button to Job Listing screen to allow a user to
easily default a chosen Client in the pull down to 'ALL'
without having to return to the pull down menu and scroll
to the top of the list. |
| 4.5MC44 |
1 |
Added
option for Invoices to append Tech & Start/Stop
times to the end of all labor entries on an invoice.
This is a Preference that is set in the Invoice Preferences |
| |
2 |
Added
form page support for Clients table. If a Client table
had in excess of 32000 records in it, it can cause a
crash on the 4D Client workstation on multi-user systems.
This is now corrected with the support of Max # of rows
per page in the Clients section. |
| 4.5MC43 |
1 |
Changed
email sending routines to force the inclusion of a date
on all Emails going out of Eclipse |
| |
2 |
Added
option to not show the Contribution button on Job Listing
screen. This is a Preference set in the Options page |
| |
3 |
Added
Print ability on Job Schedule screen. This function
allows the printing of a 'Day Sheet' per tech, or per
group, which can span a date range and status. There
is also a checkbox to have the report automatically
generate Work Orders for each job listed on the Job
Schedule listing report |
| 4.5MC39 |
1 |
Fixed
problem with IIF file generation for Quickbooks export.
Customer Bill To Addresses were not correctly formatting
the street, city, state and ZIP for Quickbooks. NOTE:
This requires that the individual fields for Street,
City, State, Zip and Country be entered for a customer
record in addition to the Bill To Address Block in the
customer record in Eclipse, as the individual lines
are used for the Quickbooks export. |
| 4.5MC38 |
1 |
Removed
accidental references to customization functionality
left in system |
| 4.5CMC37 |
1 |
Fixed
problem with email sending timing out too early. Emails
now sent from the system have up to 90 seconds to correctly
send through the attached SMTP server |
| |
2 |
Added
NET PING to email server prior to sending. This ensures
that the email server is 'ALIVE' before Eclipse attempts
to dispatch an email through the SMTP server |
| |
3 |
Increased
memory allocation in default system to 500mb max for
Application and 100MB for database cache |
| 4.5MC35 |
1 |
Added
extra Work Estimate form option to Preferences, allowing
for Asset information to be printed on the Work Estimate,
along with allocated Technician and Job Type |
| |
2 |
Fixed
problem with Sales Tax Total on Work Estimates being
incorrectly totalled |
| |
3 |
Removed
Phone number from Address Block on Work Estimate form |
| 4.5MC32 |
1 |
Fixed
problem with referential integrity on deletion of Part
records not checking for reference in Purchase Order
Items and Purchase Requisition lines |
| |
2 |
Fixed
problem in Purchase Order saving, where internal link
to Part record was being severed resulting in problems
with Part receipt entry not finding Purchase Orders
correctly |
| |
3 |
Fixed
issue with MYOB Exporter interface not handling blank
lines on invoices for export correctly |
| 4.5MC30 |
1 |
Added
MYOB Exporter functionality for Australian market only |
| 4.5MC25 |
1 |
Fixed
problem with automatic selection of eligible Asset/Warranty
agreements when service calls entered via the web, after
the selection of a valid Asset has been made. System
will now correctly select the most eligible service
agreement on file automatically for the chosen asset. |
| 4.5MC24 |
1 |
Eclipse
NET - Labor entries on Time based agreements are capped
at the max time left on the agreement. Additional information
is provided to technicians in making the entries so
that they know how much time is left on entries |
| |
2 |
Eclipse
NET - Fixed issues relating to Part items with double
quotes in their description or item no not working correctly
on the web |
| |
3 |
Eclipse
NET - Fixed entry errors during labor entry, particularly
relating to single digit entry of hours or minutes and
how Eclipse was handling this. |
| |
4 |
Eclipse
NET - Removed fields that were editable but had no value
in changes, ie. Asset Serial number field on call detail |
| |
5 |
Eclipse
NET - Implemented method to process address changes
for customers or sites if the address is changed on
the service call screen and then saved. These changes
are now immediately moved back to the database if the
Preference on Web 3 page is set to allow this. |
| |
6 |
Eclipse
NET - Automatic web page focus on fields with single
data entry fields on them to simplify data input. |
| |
7 |
Eclipse
NET - Removed unnecessary ALL options on pull down menus
where this didn't make sense for the user. |
| |
8 |
Eclipse
NET - Added Preference option where you can set the
max number of clients to support in a Pull down menu
format on the Call Listing page for 100,200 or 500 records.
Previously this was hard coded at 100 rows per pull
down. |
| |
9 |
Eclipse
NET - Removed all editability on client web page entry,
as clients have no ability to make changes to data on
the system, other than entering notes to jobs (assuming
that this is enabled by the operator in Preferences). |
| |
10 |
Eclipse
NET - Fixed problems on Labor entries via the web where
an entry was being allowed to be made when No technician
had been selected on the page. |
| |
11 |
Eclipse
Accounting Integrator for Quickbooks - Added ability
where imports of data for customers & vendors gives
the operator control over what lines in the 5 line address
block in Quickbooks corresponds to the Street address
line in Eclipse. Also changed it so that the entire
Address Block field in Eclipse will match exactly to
the 5 line address block in Quickbooks on import. |
| |
12 |
Addressed
bugs relating to double and triple clicking on pull
down menus and buttons in Eclipse crashing the 4D Client
software. |
| |
13 |
Fixed
problem when user attempts to click behind a progress
thermometer while it is being updated numerous times
that would crash 4D Client software. |
| |
14 |
Fixed
bug with not correctly setting Job Value and Charge
Rate on labor entries that were chargeable back to a
$0 value for Warranty Based Service Agreements. |
| |
15 |
Added
Lookup Table for Time Adjustment Levels. These correspond
to multipliers that can be applied to charge rates on
chargeable jobs in the Client/Server labor entry screens.
These adjustment levels would typically apply to loading
for overtime, e.g. Time & A Half, Double Time, etc.
and are chosen when a user attempts to change a charge
rate for labor. You can now control these levels yourself,
and all Eclipse systems come with a default set of these
in the tables if none have been created to date. |
| |
16 |
Reconciled
all internal references to hard code Email Templates
to user controlled selection of which Email Template
to use based on Preferences in the system. Now all internally
triggered emails can be formatted according to user
selection of which Email Template to use for the event. |
| 4.5MC17 |
1 |
Added
Preference to exclude Inactive Parts from Part Finder
search. Default is to include all Parts in the Part
Finder search |
| 4.5MC16 |
1 |
Added
extra Preference page for Web setup, including ability
to control the maximum number of clients shown on a
popup menu on the web for Technician's Call Listing
page |
| |
2 |
Fixed
problem with editable fields on Client Web Pages allowing
access for clients to change job details. Now all fields
shown on the client's call detail page on the web is
non-editable. |
| |
3 |
Added
support to update client account and site addresses
from the web if a Technician updates the address information
on the service call detail page. NOTE: This requires
setting a Preference to allow this (by default it is
off). |
| |
4 |
Added
ability to delete Part work records from a service call
via the web. A Delete button is now available on the
Part screen allowing for the deletion of existing part
records. |
| |
5 |
Updated
all search Eclipse NET web pages to use the ENTER key
as default submit button, instead of requiring the user
to click the Search button with the mouse |
| |
6 |
Updated
all search pages to support double quote characters
that can be brought in from Quickbooks integration.
Previously these characters were causing Javascript
functions to fail. This has now been corrected. |
| |
7 |
Added
ability to search across all parts of Eclipse for Knowledge
to the Knowledge icon task bar (as a popup menu item)
rather than only allowing this capability from a service
call detail page. When used from the Toolbar, this function
opens the entire job when it finds matching values for
either Work or Job Notes. |
| |
8 |
Fixed
problem where Eclipse net would allow labor entries
with no technician selected. This was more noticeable
when multiple technicians were allocated to a call,
and the labor entry requires that a tech be selected
for the entry. |
| |
9 |
Removed
ability to change asset information for Labor and Part
entries via web |
| |
10 |
Fixed
problem associated with changing a service call status
from a chargeable state where there were labor entries
on file with Job Value amounts, to an Asset Agreement
state (where all entries are to be shown as $0). Now
the system will automatically $0 the Job Value of all
affected work entries in this case. |
| |
11 |
Changed
'Left' column in Service Agreement listing to support
decimal values for Time Agreements, rather than whole
numbers. |
| 4.5MC15 |
1 |
Fixed
problem with confirmation emails not being sent when
job completed during Invoicing action |
| |
2 |
Added
Default Client Type and Default Tax Rate Code to Preferences
for new Client Addition |
| 4.5MC14 |
1 |
Fixed
problem in Part Finder where large Part databases runs
the risk of creating Out of Memory errors on server
& workstations |
| |
2 |
Added
Cut & Paste to the Part Finder window |
| |
3 |
Added
Preference for user default as to whether the user wants
an Item No or Description search to appear in Part Finder
when first started |
| |
4 |
Forced
clearing of the search field in Part Finder to ensure
that search is handled correctly when opened |
| |
5 |
Fixed
problem with Eclipse 4D Client closing to desktop when
numeric ENTER key is used with Part Finder window |
| |
6 |
Added
Cut, Copy & Paste support to Eclipse Profile window
in Accounting Transfer |
| 4.5MC12 |
1 |
Fixed
problem with Adding Asset Type during Asset/Equipment
entry where new type created wasn't being saved with
the Asset. This has been corrected. |
| |
2 |
Modified
behavior of the report Service Agreement Status (Time
Agreements) where selection of multiple agreements in
the print run no longer requires the user to confirm
each printed report as a seperate printed report, requiring
confirmation of the Print Settings dialog. Now multiple
agreements can be printed in one batch automatically. |
| |
3 |
New
Report Added: Receipt Listing. Lists all financial receipts
collected in Eclipse by date range |
| |
4 |
Added
Manufacturer and Model No to the Work Order form for
Assets (Client/Server Only) |
| |
5 |
Fixed
problem with Manufacturer & Model information not
properly being saved with a service call if an Asset
was added during service call entry |
| |
7 |
|
| 4.5MC7 |
1 |
Fixed
problem with longer than 39 character part descriptions
when parts are added to a service call through the 'Add
Parts' functionality. Was previously causing run-time
error. This has been corrected. |
| 4.5MC5 |
1 |
Added
Clear buttons on Time Agreement form for both Client
& Sites |
| |
2 |
Fixed
problem with Schedule view of Jobs List, on entry of
date into date field not updating schedule on screen.
Now fixed |
| |
3 |
Fixed
problem with check on Double Booking of appointments
and re-introduced functionality back into application. |
| 4.5B7 |
1 |
Fixed
problem with retention of Site details on Web based
service calls. |
| 4.5B6 |
1 |
Fixed
problem with problem in Default Accounting Profile name
exceeding 20 characters and causing a Runtime error. |
| |
2 |
A4
Paper support for Non-US systems on Work Order Printing |
| |
3 |
Further
logging on Quickbooks connection testing process (through
Preferences). System now logs all detailed responses
back from Quickbooks to the Log Manager for debugging
& review |
| |
4 |
Fixed
problem with Single User version not correctly testing
Quickbooks connections |
| |
5 |
Fixed
problems with Single user unlock code/trial key process
and implemented automatic web based product license
ordering on Purchase page of Trial dialogs |
| |
6 |
Removed
unnecessary 'Estimate Status' from Lookup tables |
| |
7 |
Added
ability to resolve a mail server DNS name dynamically
during the email send in the case where an IP address
cannot be provided for email server address |
| |
8 |
Added
progress indicator on 4D Server/Eclipse startup for
any additional startup processes required when a version
update has been implemented |
| 4.5B5 |
1 |
Added
Call End Date & Call End Time support for Technician
Call Detail Page in Eclipse NET |
| |
2 |
Fixed
issue with Custom Client Call History Report not excluding
selections (for Custom version of this report ONLY -
not applicable for general release version) |
| 4.5B4 |
1 |
Reduced
startup time by only running User Update when the version
of Eclipse changes. This will reduce startup times dramatically
for subsequent restarts of 4D Server/Eclipse. New version
updates, however, will have the same startup times as
it runs through various utility functions to check data
in the database. |
| 4.5B3 |
1 |
Corrected
bug in custom code. Not affecting general release kernel |
| 4.5B2 |
1 |
Changed
icon for Parts on Eclipse NET Call Detail page, to actually
be a parts icon |
| |
2 |
Fixed
problem when Technician Initials longer than 4 characters
causing RunTime errors on opening service calls when
that technician was allocated to the call, or had labor
on the call in the Work Effort. |
| 4.5B1 |
1 |
Full
support of Eclipse MYOB Integrator provided, through
Eclipse MYOB Integrator product. |
| |
2 |
Fixed
issue with Client Job History Report not correctly selecting
chosen range of data for specific customer. Also added
facility for report to include not just jobs that had
work effort, but all jobs including those without work
effort on file |
| |
3 |
Completely
reworked Quickbooks Integrator. Increased compatiblity
with QB 2002 thru 2004 versions. |
| |
4 |
Added
support for Purchase Orders to be transferred to Quickbooks,
in addition to Invoices |
| |
5 |
Added
support for importing Vendors from Quickbooks, in addition
to Customers & Parts |
| |
6 |
Fixed
problem with not updating existing Parts and Customers
correctly following Quickbooks Import load |
| |
7 |
Increased
resillience with Quickbooks when changes are made to
Quickbooks data outside of Eclipse, and Eclipse encounters
differences in what it was expecting in Quickbooks |
| |
8 |
Removed
specific need for exact Part type matches on Invoice
posting, for Inventory and NonInventory Quickbooks items.
Now any part that exists on an invoice will be ok to
transfer if it exists in Quickbooks as EITHER an Inventory,
NonInventory, or Service Item. Labor must still be in
Quickbooks as a Service item, however. |
| |
9 |
Added
checks to Invoice entry to ensure that Invoices created
in Eclipse respect the data entry rules of Quickbooks,
if Quickbooks Integration has been purchased in the
Eclipse system. |
| |
10 |
Added
Preferences for Accounting Integration to limit the
number of attempts to connect to a user defined value |
| |
11 |
Added
Preferences for the Alerter engine to reduce the time
that it takes for notifications to be sent to users
of Eclipse on 4D Clients. |
| |
12 |
Added
support for 'Inactive' parts in Parts table. Inactive
Parts allows you to reduce the list of parts in the
database down only to 'Active' parts if you are dealing
in an industry that constantly changes and updates its
part inventory due to technological changes. View 'Inactive'
parts or not is now remembered by User Login |
| |
13 |
Fixed
problem with 'Change User Password' reminders. Prior
to this version, changes to User Passwords were recorded
but the system continued to rermind users afterwards
to change the password. |
| |
14 |
Fixed
problem when labor rate is changed on an Estimate job,
but Estimate is not showing the updated labor rate,
but showing the default labor rate regardless. |
| |
15 |
Changed
'Next Invoice Number' and 'Next Purchase Order' number
handling in Lookup Tables to allow smaller values to
be entered. This was previously blocked to avoid duplicate
numbers being allocated. Now a warning message is provided
to the operator, but it will not stop them from doing
this. |
| |
16 |
Added
full support for Job Notes to Eclipse NET. This includes
rationalization of work and notes together in the same
list table, rather than two seperate tables. |
| |
17 |
Ability
for clients to enter notes (enabled by Preference) to
allow for Clients to interact with service personnel
by creating their own notes on jobs for feedback, etc. |
| |
18 |
Technicians
can now Add Notes to a job over the web. Technician
entered notes can be defined as 'Public' or 'Private'
much in the same way as Client/Server notes can be entered
for jobs |
| |
19 |
Added
support for SMTP Authorization login requirements on
some mail servers. This will allow Eclipse to send its
emails through SMTP servers that require a login/password
authorization before allowing dispatch of emails. Some
ISPs have mail servers setup this way to help combat
SPAM emails. Preferences are now available in Eclipse
to accomodate the login/password style for SMTP authentication. |
| |
20 |
Fixed
problem with Manage Users crashing 4D Client sessions
when Quicktime v6 or greater has been installed on that
workstation. |
| |
21 |
Enhanced
'Print Preview' facility for all printed documents and
reports in Eclipse |
| |
22 |
Fixed
problem with countries that support multiple tax codes
on one invoice, with invoice totals showing on screen,
and incorrectly stating discrepancies with totals of
line items & invoices, and totals on invoice printouts. |
| |
23 |
Full
support of serving Work Order PDFs through Eclipse NET
web server WITHOUT requiring 2nd web server (ie. Apache,
IIS, etc.) to do the serving of the PDF. NOTE: Other
document types such as Word, Excel, Video, etc. will
still require a 2nd web server for content serving. |
| |
24 |
Fixed
problem with system potentially crashing after a Tech
Category was added to a Technician record during the
addition of a technician record through the Lookup Tables |
| |
25 |
Added
extra support in grid objects for 14 and 16 point font
size in Display Preferences. |
| |
26 |
Fixed
problem with multiple Part Finder windows opening in
Purchase Order Line entry |
| |
27 |
Fixed
problem with No Charge jobs, returning to the Default
Charge Status on Service Calls after editing. |
| |
28 |
Added
support on printed work order forms (on Client/Server
interface only) to show the Custom field on a service
call on the form if it is being used. |
| |
29 |
Fixed
problem when a Part entry for a job was on order, and
was edited, that it would create duplicate Purchase
Requisition documents from the edit. This fix is only
able to address changes to Purchase Requisitions that
are entered or updated AFTER the 4.5 update is running
on the system, however. |
| |
30 |
Fixed
problem with Public Call notes not being added to the
bottom of an invoice if the Preference for this was
checked. |
| 4.16 |
1 |
Added
support for Quickbooks Canadian edition live XML integration |
| |
2 |
Added
support for MYOB XML file importation |
| |
3 |
Fixed
problem with Graph Windows opening under toolbar |
| 4.15 |
1 |
Fixes
sorting problem when clicking on column headings of
Client Sites in Client form |
| |
2 |
Returns
date on invoices to system 'Short' date format (determined
by Windows Control Panels as to how dates are to be
shown) |
| |
3 |
Fixes
problem with 'Sign Off' button displaying on non-PDA
systems on the Job Entry screen, but not showing on
PDA systems. |
| |
4 |
Bundles
Windows XP Hotfix problem with Microsoft Security Vulnerability
update. Due to this update, Eclipse was displaying blank
windows when starting processes. This update is for
single user systems only. Multi-user systems require
a patch to be run on all 4D Client workstations, or
to download the latest 4D Client workstation software
from our Support site. |
| |
5 |
Fixed
problem with inventory amounts exceeding $1000 in Quickbooks
integration. |
| 4.13 |
1 |
Increased
memory database cache settings to 50mb to speed up
boot time |
| |
2 |
Reduced
number of startup processes on multi-user systems to
decrease system reboot time |
| 4.05 |
1 |
Added
facility to show 'Info' on any jobs that have chargeable
components ($ on left column of Job Listing) |
| 4.03 |
1 |
Limited
Part Descriptions in 'Add Parts' to 40 character max
length |
| |
2 |
Fixed
problem when user selects Job Listing but hasn't previously
selected any pull down menus (was giving blank screen
on first attempt) |
| |
3 |
Forced
display of 'Checking data...' on startup on Multi-User
systems |
| |
4 |
Changed
Manage User functionality to force synchronization between
structure & data file on startup |
| |
5 |
Changed
system to disallow editing of Designer password, and
to restrict changes to user accounts that are not allowed
to be changed. |
| |
6 |
Fixed
problem with buttons that interactively change categories
and types during data entry |
| |
7 |
Fixed
problems associated with Time Agreement handling on
job editing |
| 4.01 |
1 |
Removed
restriction of 250 character limit on fields in IIF
file export for older versions of Quickbooks |
| |
2 |
Fixed
problem with Adding sites to client records through
the Client screens |
| 4.0 |
1 |
See
Release list HERE |
| 3.9 |
1 |
Rollup
of all fixes below in to single minor release. |
| 3.8.32 |
1 |
Fixed
problem relating to updating a service call where there
were work records on file. Under certain circumstances,
Eclipse would incorrectly report that work record charge
status needed to be updated if there were changes to
the service call. This has been fixed. |
| 3.8.31 |
1 |
Fixed
problem in single user version where changes to Company
name in Preferences were being overwritten by the Purchased
Company Name entered during unlock process. |
| 3.8.30 |
1 |
Fixed
problem on some printers where a secondary invoice page
was printing even though the entire invoice was fitting
on the first page. This seems to be a problem with non-HP
printers, but has been fixed in 3.8.30 |
| |
2 |
Added
ability to search by serial number in the Asset search
'Find' option on job entry. In the past, this was only
searching on description, Asset ID and references. Now
this adds serial numbers across many customers. |
| 3.8.29 |
1 |
Consolidated
changes - fully described HERE |
| 3.8.20 |
1 |
Added
ability to 'Change' billable party for jobs during Invoice
entry. A new 'Change' button has been added to allow
the selection of a different billable party, in the
case of manufacturer reimbursement for invoiced charges
for 3rd party service center work |
| 3.8.18 |
1 |
Updated
Assets (Equipment) Table to include reference to Product
Model for Equipment Item, including ability to Add and
Find dynamically while entering Equipment |
| |
2 |
Updated
job entry so that on selection of a serial number or
Asset finder, it will bring in the Product Model and
Manufacturer information automatically if present for
the asset |
| 3.8.17 |
1 |
Redesigned
invoicing system to cater for two types of Invoices:
a. Summary Invoices - where one line per job/technician
combination is shown in Summary with a total
b. Detailed Invoices - where the full description
of the job and all labor and parts per job is shown
with full resolution details
This modification also changes the way that invoice
data is transferred to Quickbooks based on the Preference
that the user has chosen for Invoicing. |
| |
2 |
Added
Option in Preferences to elect to have Labor report
printed after an invoice or not |
| |
3 |
Added
Manufacturer table to Eclipse to track Manufacturers
of Product Models that can be serviced. This is available
for full maintenance in the Lookup Tables of Eclipse |
| |
4 |
Added
Manufacturer as referenced field on all Product Models
in Eclipse. Now choosing a Product Model during Job
entry, will automatically show the manufacturer that
is associated with the product model if on file |
| |
5 |
Enhanced
Product Model finder to also search by Manufacturer |
| |
6 |
Added
ability to add product models during data entry. Through
this facility the user can also add Manufacturers and
Model classes during data entry if required. |
| |
7 |
Added
field for Product Model on all Equipment/Assets information.
This includes the ability to find product models and
Add them during the entry of asset information |
| |
8 |
Interlinked
the finding of an asset or entry of an asset serial
number with the automatic update of Manufacturer and
Product Model if this information is associated with
the asset during job data entry. |
| |
9 |
Moved
Project fields down screen on Job Detail |
| |
10 |
Enhanced
Asset searching through Asset Finder by allowing text
search to also find all assets that have any reference
values matching the text search. |
| |
11 |
Made
'Signoff' button invisible if the user hasn't purchased
the Eclipse PDA option |
| |
12 |
Added
visibility and editability to Completed Date and Completed
Time on Job Detail screen |
| |
13 |
Fixed
issue with deletion of Tax Rate Codes |
| |
14 |
Fixed
problem with Client Finder on Service Agreements screen
giving runtime error |
| |
15 |
Added
ability to support default service call types as defined
in Preferences |
| 3.8.5 |
1 |
Fixed
bug with Force Send option in E-Mail Manager. Was causing
a run-time error. This has now been corrected. |
| 3.8.4 |
1 |
Resolved
issue with large record sets causing 'Too many records'
message appearing on web and closing down web session |
| 3.8.3 |
1 |
Fixed
Eclipse NET problems associated with service agreement
handling during call entry and labor entry on calls
with service agreements. |
| 3.8.2 |
1 |
Added
ability for start and stop times to be entered by Eclipse
NET during labor entries. |
| 3.8.1 |
1 |
Fixed
problem associated with e-mails incorrectly dispatching
for Eclipse NET users when clients who do not wish to
receive confirmation notices of call completion by e-mail |
| 3.8 |
1 |
Addition
of Preference item to assume that parts are either all
taxable or non-taxable for work estimates, when parts
on estimate are 'Non-Stock' parts. The operator can
now elect how tax is handled via a Preference. |
| |
2 |
Modification
of invoice layout to support Window faced envelopes,
and aesthetic cleanup |
| |
3 |
Removable
of word 'Labor' from invoices and Work Report due to
spelling differences within different English speaking
countries. |
| |
4 |
Complete
overhaul on the Preferences option, with additional
options supporting more control over the text on forms
such as Invoices, Estimates, Purchase orders, etc. User
interface change to allow for more expansion of the
Preferences of Eclipse in the future. |
| |
5 |
Fixed
problem assocated with longer than 20 character Tax
Rate Descriptions on invoices, which was causing a run-time
error to occur when that tax rate was referenced. |
| |
6 |
Fixed
problem with long Client names causing non-fatal errors
when printing Invoice Transaction Listing Reports |
| |
7 |
Fixed
problem with incorrect Client import file layout. Application
now performs per the manual |
| |
8 |
Added
complete Preventative Maintenance support. This allows
for the creation of multiple preventative maintenance
schedules which service agreements can subscribe to.
These schedules, when run, create jobs to nominated
or random technicians, and optionally can create invoices
to clients for any charges associated with assets covered
under these service agreements. |
| |
9 |
Added
ability for user to select (through a Preference) whether
service calls entered via the web require the entry
of an asset (equipment) serial number, or not. |
| |
10 |
Fixed
problem with non-asset based service call entries via
the web mishandling Priority field. |
| |
11 |
Added
ability to filter Client Job History Report by Job Status
Type |
| |
12 |
Added
New Report 'Jobs Awaiting Billing' report, showing all
jobs that are ready to be billed, and contain work that
is chargeable. |
| |
13 |
Added
Job Priority to the list of fields available in E-Mail
templates |
| |
14 |
Fixed
problem with searches on serial numbers in the Equipment
section of Eclipse, where a serial number was longer
than 20 characters in length. |
| |
15 |
Added
Notify button to service call detail window to allow
operator to do 'on demand' e-mail notification generation
for clients or technicians, with selection of e-mail
template to use. |
| |
16 |
Added
ability to produce custom reports for Invoice Line Items
in Reports Dialog |
| |
17 |
Added
facility to create 'Work Phrases' for common textual
entries during labor entry for jobs. By choosing a phrase
from a pull down menu, the service tech can reduce the
amount of typing. This is a valuable feature for the
Eclipse PDA functionality. |
| |
18 |
Complete
re-vamp of the Preferences function of Eclipse to allow
for future growth |
| |
19 |
Added
'Turn Around Time' Graph to show time it is taking to
complete calls from date/time entered to date/time completed |
| |
20 |
Fixed
limitation/problem with Eclipse NET with the selection
of more than 30 technicians via the web. The max limit
has now been increased to 50 technicians. |
| 3.7.1 |
1 |
Complete
re-write of Eclipse Accounting Integrator, with specific
support for Quickbooks 2002 |
| |
2 |
Fixed
crashing problem with Time Agreements where more than
one time agreement was on file for one customer. |
| |
3 |
Added
'Mail Merge' facility to service agreements to assist
in the production of renewal letters using Microsoft
Word or other external word processors |
| |
4 |
Added
new report 'Technician Work Report' to allow the tracking
of work done by technician, or technician category over
a nominated time period |
| |
5 |
Added
new report ' Client Job Service History Report' to allow
the printing of all client jobs and the work/parts used
on them, with totals by client and grand totals for
all listed. Report can be optionally broken out by date
range, job types, client types, and asset types serviced. |
| |
6 |
Fixed
problem relating to Part imports in system. File specification
documented in the manual wasn't matching the actual
import specifications. This has been corrected. |
| |
7 |
Fixed
problem associated with re-drawing menu bar for Web
Server Knowledge Base Security option (menu was not
redrawing correctly when function exited) |
| |
8 |
Added
two additional telephone number fields to Client records |
| |
9 |
Added
option to show or not show tax values on a per line
basis for invoices. Invoices that do not show tax
values show a 'Taxable' colum with Y or N displayed
depending upon whether the item is taxable or not |
| 3.7 |
1 |
All
service calls can now support multiple technicians,
each with their own individual rate. Rates can be set
to be drawn from 'Default Rates' based on membership
with technician categories, or can be overriden by client
negotiated rates, individual technician rate overrides,
service agreements or specific service call rates nominated. |
| |
2 |
Added
enhanced custom reporting facilities |
| |
3 |
Added
Advanced Searching capabilities |
| |
4 |
Added
Knowledge Base security for Internet access |
| 3.6.19 |
1 |
Fixed
problem where Eclipse wouldn't remember user settings
on Job list page for first time lookups |
| |
2 |
Fixed
problem with Accounting Integrator Export option not
showing up correctly on multi-user installations |
| |
3 |
Fixed
problem where all text fields were being trucated at
250 characters. Now no truncation will occur with text
fields. |
| 3.6.18 |
1 |
Added
Preference item to allow customization of the maximum
number of rows displayable on a client/server workstations
(we limit this artificially to reduce memory requirements
on workstations, however this can now be manipulated
in Preferences). |
| |
2 |
Provided
ability to support 'Open' Logon through Eclipse NET,
where client user can enter service requests for service
calls where an asset serial number is known without
the need to formally login to Eclipse. |
| |
3 |
Fixed
bug relating to display of large number of site locations
for a client during service call entry (where the system
could crash if more than 1000 sites were created in
one pull down menu). Eclipse will now limit the maximum
number of sites to a customer in a pull down to 100. |
| |
4 |
Added
support for 'Other ID' number in client table. This
is to prepare interfacing to extenal accounting or CRM
systems where ID numbers are used to uniquely identify
a customer. |
| 3.6.13b1 |
1 |
Modification
of backup documents that support invoices. If an operator
elects to bill one or many jobs where any of them
contain labor work items that are covered under a
service agreement, the following will occur:
- Any
labor work items that make up any of the values
on the invoice that are not covered by a service
agreement will force a 'Job Labor Report' to be
produced, containing the work items for that job.
This is no different than in previous versions of
Eclipse
- Any
labor work item that was done on any service call
that was covered by a service agreement will trigger
a service agreement status report to be produced
for each service agreement that has been referenced
by work done on any job that is billed on this invoice.
This service agreement status report is the same
document that is available in the report menu.
- Labor
work items that are covered by service agreements
now appear on invoices but at 0 value
|
| |
2 |
Change
of terms - Preference item 'Multiple Job Billing' is
now 'Advanced Billing Techniques' |
| 3.6.12 |
1 |
Addition
of option in Preferences to support multiple service
calls to be billed on the one invoice. Actually its
much more than this. If this option is selected, you
can select multiple jobs from the job listing screen,
and click Bill. As long as the jobs are for the same
client, it will create one invoice for that client with
each job listed as a seperate line item, as compared
with the default behavior where each item of labor on
the job was a single line item on the invoice. Parts
used on the selected job(s) will still be listed seperately,
but if this option is checked in Preferences, labor
will be summed and totalled by individual technician
for each job selected. This is a much cleaner way to
produce invoices in Eclipse, particularly when the invoice
contains a large number of labor entries for a job. |
| |
2 |
Changed
the Labor report that accompanies invoices. This labor
report now shows the start and end times of the labor
performed as well as the initials of the technician
that performed the work. Also we have corrected a bug
in the system where parts were appearing with labor
entries, and now they have been removed from this report. |
| |
3 |
Fixed
problem where parts were being billed for jobs performed
on service agreements that covered parts. |
| |
4 |
Added
the ability to query and sort the results of a custom
report before setting up the report format. This removes
the need for advanced users to have to use the 4D User
mode to produce custom reports. |
| |
5 |
Fixed
a number of table linkages associated with custom reports,
particulary when attempting to link service agreements
and assets to labor resolution records. |
| 3.6.11 |
1 |
Added
Product Models to Eclipse. Product models represent
generic identifications of models of products that can
be serviced. They are grouped into 'Model classes' which
are simply type classifications which can be edited
via the Lookup Tables menu option. Models are referenced
in the detail entry for a job, where the ability to
select one or to use a 'Finder' for locating product
models is provided. |
| |
2 |
Added
more search capabilities on the Job Listing screen.
In addition to the standard search features, we have
added the ability to search by Product Model, and by
Job Type. In addition a new 'Advanced' query facility
is provided allowing the operator to build a query by
using logical search statements through a graphical
interface. This provides enormous power in terms of
searching through the database in Eclipse, however is
designed for Advanced users. |
| |
3 |
Increased
field width on Purchase orders to allow for longer Part
Numbers |
| |
4 |
Added
new Part oriented reports, including Part Price List,
Part Sales History, Part Re-Order report, Part Stock
Count Sheets |
| |
5 |
Modified
Service Call Activity Graph to support year selection,
and to allow for the display of both quantities and
sales value plots |
| |
6 |
Inventory
quantities are now editable in the Parts table |
| |
7 |
Added
support for inventory Bin Locations for Parts |
| |
8 |
Added
support for manual sort codes for parts. This allows
the operator to manually control the sorted order that
parts will appear on reports by using an alphanumeric
sort code (ie. AA, AB, AC, etc.) to force the sort order. |
| |
9 |
Complete
support for client service call entry is provided on
Eclipse NET. This feature allows a client to identify
an asset for service, and then to proceed to enter a
request for service. This request is allocated to a
nominated technician, and an e-mail can be automatically
generated for each new service call entered via the
web browser interface. |
| |
10 |
New
Import features are provided on the Administration menu,
to allow the importing of clients, parts and prospects.
More data items will be supported shortly, including
assets, product models, etc. |
| 3.3.4 |
1 |
Updated
routines to force the redisplay of Work to date and
Budget Left values in the job detail screen from changes
and deletions of work items. |
| |
2 |
Added
User access option to show financial details via the
web. Option is set by default to ON, but can be disabled
for any user group. If disabled, no financial details
(ie. Call Rate, Budget, etc.) is displayed on the web
for a service call. |
| |
3 |
Added
ability for users to update Call Rate, Budget and PO
Number via the web. This coincides with an additional
user access option that can be turned on or off to allow
or disallow this capability. If the user doesn't have
access to see financial information on jobs, then editability
is also denied |
| |
4 |
Fixed
problem with Log Out button now showing on Call Listing
page |
| |
5 |
Fixed
problem with Parts on Order entries made via the web
not being allocated correctly to technicians. |
| |
6 |
Fixed
problem with e-mail for Order Fulfillment not being
generated as a result of #5 above. |
| |
7 |
Added
Work Order number to Parts on Order screen. |
| |
8 |
Added
Custom ID for service calls. This ID can be used to
integrate Eclipse calls with any external system. A
Preference has been added to show or not show this field,
and the title of this field that appears on the screen
can be changed to any value the administrator requires. |
| |
9 |
Added
User Access option to disallow the addition of Job Types
during call entries for nominated user group members. |
| |
10 |
Fixed
problems with Job Value to Date updates not being updated
correctly. |
| 3.3.3 |
1 |
Added
ability to create Job Completion notification e-mails
automatically from jobs, when the status of the Job
changes to "Completed" (actually Comp*). If
the user has created an e-mail template called "Client
Job Comp" it will use this for the completion notification
e-mail. A preference has been added to accomodate this
option, so that it can be turned on if required (default
is off). |
| |
2 |
Fixed
problem with new User Access options not being updated
correctly on new software updates with 4D Server. |
| 3.3.2 |
1 |
Fixed
blank message problem in Users & Groups management
on incorrect entry of password for user account |
| |
2 |
Fixed
problem where Eclipse NET would not allow saving of
changes to Call Dates & Times |
| 3.3 |
1 |
Fixed
problem with adding Part work entries to a job where
system could crash if a part number was entered in the
Item number field that exactly matched a record in the
Parts table. |
| |
2 |
Added
Service Call Type capability to Service Calls. Types
are maintained through the Lookup Tables option on the
Administration menu. Types allow the classification
of service calls by some form that is defined by the
user. |
| |
3 |
Added
Analysis Graph by Job Type. This graph appears in the
Reports section of Eclipse, and shows a pie chart breakdown
for the selected month of the income generated by Service
Call Type. |
| |
4 |
Added
automatic change to Service call status to 'Awaiting
Parts' if a Work entry for a part is entered via the
web with an 'On Order' type. |
| 3.2.9 |
1 |
Seperated
scheduled start and end date, and scheduled start and
end times from entered date and time to assist users
with identifying the actual lead time between receipt
of calls and dispatch of technicians. |
| |
2 |
Full
Eclipse NET integration completed |
| |
3 |
Further
support of User Access options for user group members |
| |
4 |
Full
Eclipse Data Integrator support |
| |
5 |
Ability
to edit Asset/Equipment information during Call entry |
| 3.2 |
1 |
Added
facility to update all service calls and labor and part
work records if an Asset serial number changes. Any
change to the serial number will now be replicated across
any work records that have been done to the item. |
| |
2 |
Resolved
display update problem on force sending e-mails through
E-Mail Manager. Previously the Sent status on e-mails
on the display were not updated until you changed the
Show pull down menu. Now it updates automatically at
the end of the force send. |
| 3.1 |
1 |
Add
full site address, contact, phone, and notes fields
to Client site info. |
| |
2 |
Added
Map URL feature to client site information, with 'Open'
button on client/server interface. This allows a URL
from sites such as maps.yahoo.com
to be associated with the client site information. |
| |
3 |
Fixed
intermittment problem of loading company logos for Fax
header and Work order forms |
| |
4 |
Re-architected
Work order form for web deployment as PDF file via Eclipse
NET. Changed format to support Asset information associated
with service call, and full site addressing structure. |
| 3.01 |
1 |
Fixed
bug in adding Asset Type during Asset Entry |
| |
2 |
Corrected
coloration problem with Job Listings for priorities
that were either newly created or had not yet had an
associated colorization for the user defined. Now all
new priorities appear with a white background and black
text. This can be changed through the Color Preferences
option. |
| |
3 |
Fixed
crashing problem when double clicking on an asset through
the Client maintenance screens. |
