Products Updates & Releases


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Installation Package (Office + Tablet):
ftp #1:
 http://www.wise-biz.net/moving-patch-v10.9.9.exe

New features & known problems

Denotes a new or improved feature
Denotes a bug
Video instructions are available
Version 10.9.9 - July 14th, 2011
 
Vendor Screen   Admin > Carriers / Agent screen replaced with a new Vendor file that will responsible to manage all Types like (Long Distance Drivers, Owner Operators, Agents, Carrier, Trade Vendors, Brokers etc...) Use the Vendor Type drop down to distinguish between the different types. You will get the default values for the vendor type but you can as well alter it from Admin > Valid Values screen
Multiview   Box Delivery & WH Rec/Rel not showing the arrival time.
      Add in the Dispatch Criteria an option to display only your agents appointments
Order details   Add to Saved confirmation dialog box a one click to close screen and confirm
Truck Screen   Screen replaced with a new Equipment Screen
Packing     Add option to switch the OT Unpacking list to display and act as the Box Del list.
Survey     1. Add your questionnaire from Admin > Valid Values (use the survey field type)
      2. System will auto generate a questionnaire for each booked job
MLS     New MLS Source to extract addresses
       
      more......
 
Version 10.9.8 - Jun 29th, 2011
 
Calendar   Google Calendar Complete Sync. to activate, just go to admin > employee and tab to the google folder and put the google calendar user name & password. than open the call center > batch scheduling > add entry for google sync, mark as runimmediate and click start.
BOL   New BOL template. select BOL from the general notes and click on "Additional Charges" check box.
Order tracking   add search by account name. (all the way to the bottom)
Storage   Storage tracker - fix search by billing start date
      more......
 
Version 10.9.5 - Jun 10th, 2011
 
Monthly Booked   Monthly book crash if dbl click to open order more than once.
Copy Order   The copy ordershould copy the Weight if inventory is checked
Tariff Valuation   Add a group for $750 deduction
    Add local + intrastate tariff in drop down tariff type for valuation.
Main Screen   Customer notes to support special char
Order Details   Arrival time not chanding from activity popup form.
    Add Origin Street Address field.
Options   Add option to remove security from the notes so all users can modify all notes.
Quick Estimate   quick estimate DP3 not showing ATC
Label Report   Add labels in storage.
       
 
Version 10.6.9 - Jan 30th, 2011
 
Call Center   Grant permission for an agent to access affiliated agents appointments.
    Google Calendar integration. Add Visual Estimate Appointments from United Software directly to google calendar.
    When scheduling appt to agent with only 1 estimator, system will default the estimator to the estimator name.
    New Personal Appointments default to "Follow Up" label.
    Adding two new Personal Appointments Labels for "On Duty" & "Off Duty"
Quick Estimate   Create Visual Estimate Appt directly from quick estimate.
    Add Origin Street Address field.
Employee   Setup google calendar user name and password.
Order Tracking   Check / un-Checked group should automatically check all statuses within that group.
    Add a reset criteria button in "Save Criteria" tab.
    New note should default to "Follow Up"
Storage Invoice   Not displaying negative amount for Admin fee.
Company Location   Support Tax / Military details. Remove the constraint for zip code as unique key for Company Location.
System   Add the line: OP_ACTIVE_USERS=N to remove the Active users display from login screen.
       
 
Version 10.6.8 - Jan 24th, 2011
 
Crew Report   Reports > Crew Report . Add a logic to run a crew seq no for booked jobs and display a by date report which will allow you to re-assign same crew to a different job and have understand your availability on a crew level.
Appointment   Allow modifying BOL / Reg no. from appt popup dialog box.
    Display Cancelled VE on calendar marked in Red. (only when changing the status to appt cancelled).
System   error when open order details after sending outlook appt from calendar.
Notes   Allow administrator to delete notes.
Order for Service   Valuation keywords for automatic estimate response.
Keywords   Add new keywords for Est Weight +/- 10% - 30%
 
Version 10.6.7 - Jan 18rd, 2011
 
Daily Report   Fix the Daily Sales Report.
Auto Text messgae to customer   Add option to send text messages as immediate response to lead with no charge even if mobile carrier is unknown.
Stevens BOL   remove the lbs and materials when no rates. allow printing only the rates.
DPS   One click to load all DPS S.I.T. items
Truck Maintainance   Add to truck maintainance: "Inspection", "Paint/Decal"
Order details   Block re-use of the P/U , Del activity date
Interface   Display employee id in application frame.
Order details   $1000 Valuation not save.
Work Order   Del notes not showing.
Rev. Distribution   Add "Claims Reserve" deduction type.
 
Version 10.6.6 - Jan 3rd, 2011
 
Order Tracking   Add daily follow up quick link above the status list.
    Add search by customer Name
Packing / order entry   Add option in Admin > Option to enable / Disable replication of custom pack on local move.
Storage   Add Receipt Notes to form. Storage > Terms
Alerts   Add reset alert button to the advanced menu.
Call center   Calendar to show all combined appt for all estimators.
    Appointment invitation - default email address to the estimator e-mail address setup in admin > employee screen.
Email Center   Disable auto estimate response if move type does not exists in lead.
e-sign   Fix a bug loading digital signature.
Work Order   Add valuation
 
Version 10.6.5 - Dec 15th, 2010
 
Order Tracking   Redesign order tracking. make order status static list on the left size of the screen showing the no. of records per each status code. the criteria area will be switched with the complete notes when highlighting an order.
    Pre-set your default order tracking loading screen. Use the name "Default" when you save your order tracking criteria setting. If using date, replace the date value with the no of days you wish to add/remove from the system date when login to order tracking. more instructions in the save criteria tab.
    Right click menu > unsubscribe (quick way to unsubscribe a customer)
Notes   Replace order notes in all relevant screen (order details , customer, order tracking, appt dialog box) to display all in one list with timestamp. The type of notes will remain as was prior to the version and display on the relevant reports. just make sure you set the right note type from the drop down list. Customer notes = external, internal notes = confidential etc...
Daily Marketing   Change system to run automatically the daily marketing by checking every minute if e-mail should be sent and submit it. the follow up e-mails will be scheduled based on the enter time stamp. from the Marketing > Import reports you can set follow up e-mail to be sent based on how many minutes / hr's / day from entered date. To activate the daily marketing, open e-mail center > options (left / bottom) > daily marketing > enable
send e-mail   Allow editing email from the send e-mail dialog box.
On Site appt   e-mail center > options (left / bottom) > on site reminder > enable : system will send at 10pm everyday all the next day on site appt to each of the estimators as e-mail / text message. make sure to set the estimator e-mail address from the admin > employee screen.
Tablet Sync   Transfer order notes.
Calendar   Use color for background instead of font style.
Storage   Add receipt notes field in payment screen.
 
Version 10.6.3 - Nov 15th, 2010
 
Order Tracking   Resize screen to display list in full page.
    Allow right click menu for a quick follow up appointments or e-mails.
    Add customer email column.
Status   Admin > Status : Add field to allow administrator to manage the group for which the status belong. for example: by adding a status of "Registered" and assign to the booked group, the new status will inherit the booked status functionality.
Appointments   Add appointments to outlook users includes the appointment invitation report as attachment. need to have outlook installed on the sending apt PC.
    modify order address from apt dialog.
    Show in the history when sending apt invitation
Payroll   Auto payroll creator to display only when gross > 0
Closing   Add option to calculate travel time for driver type only.
    Invoice no. shows zero for new payments.
Local BOL   Display Pack / Unpack rates.
Marketing Strategy   Add option to set email to be send only 1 time per customer.
Log   Add internal / external notes to right side log.
Receipt   receipt address incorrect at footer
Earning Statement   error when sending as PDF e-mail.
Quick order search   By tel no. not finding formatted tel no.
Email center   Duplicate leads on a level of State only.
       
 
Version 10.6.2 - Sep 21st, 2010
 
Changes   TBD
 
Version 10.5.2 - Jun 8th, 2010
 
Work Order   Add cu.ft / lbs
Order details   Tolls agent code to support 5 char lengh
    Notes not display when using special char.
    Set warning when changing order details when closing performed.
Interface   Save graphic on a user level.
Credit Card Auth   Enable adding banner
Keywords   Add estimator email address keyword.
Rating   Set screen as view only screen.
Calendariappt d   system closes when trying to access order from appt dialog box.
 
Version 10.5.1 - May 26th, 2010
 
Work Order   Allow changing report colors.
Folow Up Report   Fix crash.
Claim   Save scanned documents .
keywords   Estimator Mobile No.
    Logged in e-mail address.
E-mail Center   under options > allow setting minimum weight.
Valuation Tariff   upload / download the valuation rates to united software reference database.
Order details   do not allow to add inventory if already exists under the same category with the same item name.
main screen   notes do not display if using special char
     
     
       
 
Version 10.5.0 - May 24th, 2010
 
Infrastructure   All GUI drivers to support 64 bit OS.
Main Screen   Add Note tab that has the follow up on an order level.
Follow Up Report   New report to be added under general topic to show all activities and notes regarding an order.
External Links (Report)   Allow using letter heads (open template) from external links.
Trip Planner   re-design, carrier load report.
QB Interface   Accounting > Interface > Invoice Customers
    Accounting > Interface > Invoice Agent Load
    Accounting > Interface > Invoice Carrier Load
Multiview calendar   Add tab to select foreman
    Mask the tab to display no. of selected truck/driver/helper/foreman
    Select date calendar, resolution issue showing the month arrow for a quick navigation.
BOL - Matrix   Add fields to support company information + licenses.
Packing Box Delivery Report   Allow option to show only selected items.
    do not display zero value.
Earning Statement   Print two pages.
Closing   Modify packing rates does not add materials entry in rate folder.
    Support foreman quick / basic commission.
Order Details   changing lbs/cu ft per item causes incorrect totals.
    Packing agent name not display.
    re-design notes tab
    Adjust military tab resolution to support tablet.
    Add Invoice & Packing Notes + display in corresponding resorts.
Order Tracking   follow up notes to display multi lines.
Invoice   Packing line not showing in invoice.
Commission reports   Split emp commission report to 3 different reports for all / sales rep / foreman.
       
 
Version 10.4.6 - May 9th, 2010
 
Order Tracking   Allow user to display & save grid settings.
    Extract to excel the custom display list.
Main Screen   Add field to display Storage balance.
Email Center   Add matching duplicate leads criteria by city / state and move date +/- date range.
    Leads setup, decide if alert goes to assigned sales rep or all users by lead provider.
Emp productivity   Prints on 2 pages.
Appt invitation   Display internal notes in appt invitation.
Rev Distribution   Force comp schedule on an order level for driver / agent / helpers.
    Setup matrix - enable delete of multi highlighted rows.
Move Type exception   Display distance from starting point to any of the county.
Payments   Not displaying correctly in order tracking.
Order details   Resize date grid not adjusting the app schd by field.
    Display service area in Origin/dest group.
    Date event, add a description field to the date event popup dialog box in order to manipulate the information display on the invoice.
    Display COD tariff items by default if using shipment type that is not related to a tariff.
Closing   Account payable - Add option to estimate the fuel expense based on Gallon / mile.
    Account payable - Add option to estimate the cost for materials.
    Add delete payment to activity log.
Accounting > Cost   Setup packing & fuel cost.
Storage   Do not allow to create storage record when customer in main screen not selected.
    Add field for Storage net weight and carry to storage billing.
    Storage invoice, show sub items total breakdown instead of a total per category.
Send email   do not display customer email address if illegal when open the send email popup dialog box.
Profit Report   Profit report not showing receivables amounts.
Bulky by srv area   Bulky items, allow using srv area = 0 to capture all srv areas.
Employee   Add "Contractor" to employee type list.
Packing Materials Setup   add sort option field.
Call center   Transfer notes to main screen
    Call center > estimator e-assignment - Add field to capture estimator text message address. By populating this field, system will send auto text message to estimator when appt is scheduled.
Order for Service     Display declared value.
Keywords   Add trip planner keywords category.
Trip Planner   Invoice print on 2 pages
    Add new "Trip Confirmation" status
    Allow mass changing order status for each of the orders on the trip.
    remove order from trip should change order status
Trip consolidation   Add to activity log payments to/from carrier
      Payment earase when changing trip after it has been closed.
    extract info to excel.
multiview calendar   Add storage location column.
    Display order / storage balance
Commission report   Add est cu.ft / actual cu.ft / price per cu.ft
Invoice   Do not resize logo.
       
       
 
Version 10.4.2 - Apr 12th, 2010
 
Visual Estimate Calendar   Add new button "Show Distance" to display on each of the existing appt the distance from the VE Appt to the zipcode assigned to the order you try to schedule as a new VE.
    Remove appt schd by when canceling VE Appt.
Order Details   Add Truck / Tractor to date event + rev distribution.
Closing   Add a signature box. Admin > Options > Closing : Add item codes that are part of sales commission, the system will mark in red each of the items listed when adding to the closing. this to assist the accounting department distinguish between a commission item and a non commission item.
    Item code not displaying on the last rating module items.
Commission Report   Accounting > Commission report: Show breakdown of all commission items.
    Align amounts and show a Distributed Amount column.
Order Tracking     Notes tab not refresh
Canada   ATC Charge for intrastate
    Tax is not calculated when leads are being processed nor Quick Estimate.
Bad Leads Reports   Add email subject as received from the lead to the bad leads report because sometimes the lead ref no. is shown in the subject line.
Order for service   Allow displaying all images from your local hard drive and not web in case order for service needs to be printed when PC is not connected to the internet.
Quick Estimate   Display Intrastate discount percentage.
Agents settlement report   Round to 2 dec all columns.
E-signature   Credit Card Auth, remove spaces between customer and company email address in signature pad.
       
 
Version 10.4.1 - Mar29th, 2010
 
Mass IM/SMS   Allow sending mass text messaging via 2 channels (SKYPE or SMTP). use of skype ~10cents per SMS, using of SMTP is free. the system will submit a text message by creating multi e-mail address per each tel no. for each of the carriers you check box.
Work Order   Notes for origin / dest are overwriting.
    Add a signature box.
    Add a field for "Leaving WH to PU"
    Remove total should not delete the no. of man
    Show start and end time per employee.
Order Tracking   View/Edit order details notes using a new "order notes" tab, make sure you click "Save".
    Use TAB (label) markup to display information.
Appointment Confirmation (from calendar)   Pack date not showing arrival time.
    Add order note.
Order for service   Show all Valuation options + rates even if not selected.
Customer Order for Service   Red Ball - Redesign not eliminate 2 pages.
    Stevens - Guaranteed / Actual check box are not reflecting the order details.
Order details - Add Inventory   (Add inventory) popup to allow creation of a new category.
    (Add inventory) popup to allow selection of multi items.
      (Add inventory) Inventory not added when selecting new inventory prior to re-open the system.
    Change driver label to LD Drive (Delivery only)
    Auto populate dispatch from order details when selecting Long Distance driver.
    Open order details for existing order with no inventory, categories should be collapsed as default.
    Add new field to support the person who setup the appointment.
Move Type   Admin > move type : Refresh list by click on any of the county / states
    Add "All" option when selecting county per state.
Email center   Fix functionality to default location by lead provider.
Closing   Crash when saving storage lot information.
    Do not display "0" in packing materials
    Packing materials, add 2 new fields to support split commission in custom pack.
Rev Distribution   Add a maintenance folder to support the split commission between driver and agent when dealing with custom pack.
Survey scheduled report   system tracking based on the login and not the setup by -split the booked by and setup appt by fields.
    sort by scheduled date
    Add a total for all account reps at the footer.
Bill of lading   Add fields for Payment received and balance.
       
 
Version 10.3.9 - Mar15th, 2010
 
Time Saving Change   Outlook express changes all the e-mails timestamp (bug in outlook), system to identify leads as processed.
Work Order   Show list of items + notes per item
    Option to display the origin/dest agent name
    Add Sales Rep field.
    Redesign rates section.
    Support multi languages.
    Option to display terms / Understanding your quote.
Tariff   Enhance move type by county. Adding origin to dest county.
      Fuel Surcharge Local or Intra on a Company location level.
Voice over IP Integration   Fix popup message when dialing from the system.
    Use new set of icons in the advanced menu bar
    Add button to sign in/out to your skype account.
    Display login name + balance.
    Quick access to essential VOIP Setup tools like call forwarding, voice mail etc...
Log (right pane)   Display all appointment history per highlighted order.
Order details   enable office change only if check box is checked.
Bill of Lading   Display no. of movers/drivers/trucks in Line haul item.
Canada   Intrastate move, default discount % not showing.
    Inventory report - multi languages support.
Main Screen   search customer by tel using only part of the tel no.
MLS Labels   Change font size, support multi address line/s.
       
       
 
Version 10.3.7 - Mar8th, 2010
 
Mult Calendar / Date Event   Assign color for each date event type. Allow changing colors from the multiview calendar.
    Add "Date Event" maintainance screen to assign color, activate/deactivate date event, Display indicator to show date event automatically when new order created manually.
Work Order   Add option to remove packing rates.
    Allow removing of the additional date event charges .
    Display origin / Dest agent.
Claims   Add amount paid column per each item claimed.
Advertising Source   Redesign report.
Invoice   Invoice not reflecting new closing.
Trip Planner   Change status In route to Title case format: In Route.
    Disable trip id field.
Closing   Populate item description by item code when adding new line.
    pre-set Items to be shown in Closing screen. Admin > options > closing
    Storage infromation not loading.
Order for service   Payment received to reflect the new payment status field.
       
       
 
Version 10.3.6 - Mar 3rd, 2010
 
Payroll   Error when saving payroll -bug caused by previous version.
Tablet   Bulky amount not refresh when transfer from tablet.
    Support origin service new field.
    Change internet database server connection.
Invoice   redesign report to itemize all charges.
Delete order   if customer has many orders, sort list by order no.
Order Details   Do not show duplicate items in tariff item drop down list.
Administrator   Add new screen to maintain the customer type (shown in main screen, contact popup dialog box)
Order tracking   Add Customer Type
Graph & Statistics   Add 5 graph on a "by date range" critiria.
    Fix adv source graph error when using single quote ' char.
Closing   Error when saving long card no.
    Error when re-calc rates on local moves.
    missing tax line for Canada.
Work Order   not showing all notes.
Reports   Visual Estimate date of scheduled (not the appt date but the date the sales rep scheduled the appt.).
Accounting Reports   New report - Chart of accounts
    New report - G/L Accounts
    New report - Trial Balance
    New report - Balance Sheet
Multi Lang   inventory report.
       
       
 
Version 10.3.5 - Feb 16th, 2010
 
Statistics & Charts ~ 23 Charts & Statistics: http://www.wise-biz.net/video/charts.wmv (0.8mb)
Trip Planner   Add button to access order info from trip details.
    Blanket expense to be added to consolidation statement.
    Trip expense to support and connect with the accounting module & print checks.
    Add actual load date field.
Order Details   Add none option on all calendar drop down to clear date.
    Add field to support origin service specific description.
    move hauler / booker fields to origin/dest tab instead of the far left button.
Closing   Actual Cu.ft resolve saving issue.
    Assign driver per each packing material performed.
    Add copy packing highlighted line transaction.
    Show all packing list by default even if not included on the estimate.
    Agent settlement report, show collected amt as minus.
Visual Estimate   Show Order Status in large latter on the front of the appt dialog box.
    Capture statistics for the appt entered date/by
       
 
Version 10.3.3 - Feb 8th, 2010
 
Multi Languages   Show inventory by secondary language.
Trip Planner   Redesign agent/carrier consolidation statement.
    Trip closing - system to generate a unique invoice id for all orders related to the same agent/carrier.
    Other charges not showing in the trip consolidation screen.
Order for Service   System error when displaying unpacking rates.
Closing   Add item for Elevator Origin / Dest.
    Calculate balance automatically when entering payment per item manually.
    Storage location drop down.
Tariff   Intrastate ATC apply on origin.
    Canada tariff #42.
Print Checks   Labels were not showing.
    Click to add company logo & name on checks.
Claim   set notes as multi lines.
Main Screen   Balance to drive from the new closing screen.
    Extract customer information to excel file directly from main screen - multi customers result page.
Tech mate Integration   Display discount % and other important rating factors when highlighting an order.
    Change tab control color.
       
 
Version 10.3.2 - Feb 2nd, 2010
 
Infrastructure   System Theme
    Support Full HD Resolution includes font size change.
    Add option menu bar at the far right side (next to the help button) to control the system font size + colors.
Accounting   Print checks - all layouts: includes security profile and manager permission to approve checks prio to be able to print.
    Complete G/L data entry System.
Closing   Redesign & enhance the closing screen.
    Re-rate shipment Line Haul + All bulky articles, for all move types with just one click of a button
Tech mate integration   New feature to add orders directly from tech mate application to united software.
    Complete all customer's system defects report and request for minor enhancments ~50 items were addressed.
       
 
Version 10.2.7 - Dec 21st, 2009
 
Order details   Origin zipcode display issue.
    Packing materials - OFS , New layout to reflect discount.
Custom BOL   New report - Stevens BOL (available only for Stevens group)
       
 
Version 10.2.4 - 10.2.6 - Dec 17th, 2009
 
Order details   best / arrival time can't be modified. 
    Add "Box Pickup" new activity type in the new date entry list.
    Add carrier / agent payment service type.
    Resize order details screen when focus on date.
    New popup dialog box to support enhanced Extrat PU/DEL area.
    Allow rating crates
Work Order   Redesign
Order for Service   Redesign
    Allow adding image to footer.
Local move tariff   enhance the weight to hr's formula for stairs and long carry.
Storage   New button to replicate a storage area (vault) for a quick entry.
    show company information in storage + billing storage
    storage invoice print on 2 pages
Order tracking   fix search by item no.
       
 
Version 10.2.3 - Dec 6th, 2009
 
System   Support 1920X71200 & 1920X71400
Main Screen   Payment information dialog box. Summary / Balance account. G/L Account information.
Storage   New Unit's location Report.
Open Template   Allow adding images, tables, hyperlink & email link from the view menu bar.
Order Details   Search carrier by associated GBLOC
    Change the military tab to show the county from the origin/dest information. remove the zipcode info.
    Items > SIT: Add button to load all 3 items associated with SIT: Item 145C, P/U SIT & Fuel Surcharge.
Military   Load all Military NTS Items / rates
    Update SIT D-17 Tariff.
    Analyze Offer of service , pack date not translating.
    New screen to control the Military bulky articles.
VOIP (Skype)   Tel No. format from call list.
Accounting   Redesign / Enhance the G/L Account Screen.
    Redesign / Enhance the Vendors Account Screen.
    Allow import information from any other G/L account system for both G/L Accounts and vendors,
Closing   Enhance closing A/R & A/P to support the new accounting modules.
Order Tracking   Add Broker / Booking agent criteria
       
 
Version 10.2.2 - Nov 23rd, 2009
 
System   Support 1366X768 Resolution - Windows 7
    Enable the small help icon on the right side to display the help document.
Main Screen   Add a call recorder folder to display all call recording conversion made with skype. click to listen the conversation. (this feature can be used with any tel system that saves a sound file on a specific network drive.)
    Set adv source as mandatory field
    New customer - Alert for duplicate customer if same contact name and any of the tel no. already exists in database.
    Billing tab, city state to be populated automatically when entering a zip code.
Visual Estimate / Appt Calendar   Adding Printout tab in the appointment dialog box. Allow e-mail/print/fax a transcript of the appointment.
    Adding option to set Visual Estimate as confirmed. this will trigger the display appointment to be in a Rich Text Format indicating that appt has been confirmed by the estimator.
    Show purple border line to distinguish between a non Visual Estimate appt and a personal appt.
    Drag & Drop event should update the ve appointment time.
    Resize event should update the ve appointment time.
Quick Estimate   Display service area in quick estimate ATC charges.
Mass e-mail   Allow changing smtp port no. on a smtp buffer.
Order details   Small shipment - calculate cu.ft automatically based on the item dims.
    1600X1200 resolution and up, when switching to a full screen, save button is not showing.
    Enable overwrite the ATC charge by dbl clicking on the ATC charges field.
    Enable overwrite the SIT origin/dest tariff rate.
    Set notes font color to red if exceed the no. of char to be display on the work order.
Storage   Storage Vault location report to display a large A4 label to be put on the vault. report will show all customers other unit numbers and locations.
Accounting   Enhance commission report.
    New report - Hourly Report to display the no. of labor, OT & travel hr's by date range and location.
Work Order   Display crates / small shipment information in work order.
    Not showing full address.
    minimize the font size to fit the shipment / estimate types.
    Show all 4 tel no in all areas.
    Business tel no not showing.
Customer response   Add a button to check customer response email as handled.
Multiview calendar   Add field to display the movers / drivers Weekly summary working hours.
Military   Change the way military Origin / Dest should be entered. start with the GBLOC & State and click on the search button, system will display in a drop down all counties, selecting county will display all cities, selecting cities will generate the zip code. you will have the option to save this combination for a quick data population by gbloc/state/county.
    Fix SIT Rates.
    Fix D17 Break point rates.
    New dot matrix report - dd1850
    Add mileage field to overwrite the mileage system generates.
Payroll   T/S OT didn't add to payroll calculation.
Tariff   Eliminate the need to re-open system after fuel surcharge change.
Order tracking   Follow Up - allow 2 options for saving info, with or without modifying the order status.
    Switch back to order list after saving any info from follow up / reassign / bad leads folders.
Commission distribution   Quick way to add any revenue item in the closing area including copy info from previous line.
       
       
 
Version 10.1.7 - Nov 2nd, 2009
 
Inventory   User is given the option to create new category while taking list of items.
    User is given the option to rename categories for a specific order only. The Alias name will be shown on the order details screen and inventory report.
Skype / Call center   Search customer by tel no that starts with +1.
Tariff   Import discount table from excel file.
Tax   Add option to apply tax on local move only. admin > tax
Emp Productivity   Add activities from follow up notes.
Payroll   Emp advanced, set monthly / payroll cycle deductions / increase
    Create separate Time Sheet for Over Time
    Allow import T/S from excel file.
    Bind Revenue Distribution with payroll.
    Bind Trip Planner with payroll.
Order Tracking   Add 2 more XLS extracts built-in layouts.
    Add Military Dynamic Report.
Trip Planner   Assign scanned documents.
Storage   Search by storage item id range.
Main Screen   Add Search by BOL No.
Military   Add Search by All military fields from order tracking
Order details   Enhance agents popup dialog box. (search for an agent/carrier/hauler)
       
 
Version 10.1.5 - Oct 26th, 2009
 
Infrastructure   Modify User Interface drivers to support Windows 7 & office 2010 white/scenic look.
Login   Multi agents / companies. change the agent code to a drop down field.
Inventory / order details   When adding new inventory, dialog box will allow to bind items from one category to the other. search for items Alphabetic or by Categories.
    New drop down to view items by category only. this will hide all remaining categories unlike the collapse that shows all categories.
Company location   Add new license field for local to display on the order for service.
Intrastate   Add minimum weight on a mileage level.
MLS Extract   Add www.mlslistings.com
Storage   Amounts are rounding on one time/monthly charge.
    Add new screen to support valid values for storage sections.
Commission distribution   Add $ Agent Share (OA) type.
    Add credit card fee to be calculated from the gross and deduct from net.
    Allow changing any of the final revenue distribution amounts from closing.
Trip Planner   Add driver tel no in main screen.
Skype / Call center   Admin to view list of all calls performed by all office people. advanced > my call list
Options   Allow binding the customer notes instead of the internal notes in work order. Admin > options > order details tab.
Estimate Type   Add 3 fields (per move type) to set the default estimate type when leads with inventory are been processed in opposite to leads without list of items.
       
 
Version 10.1.2 - Oct 19th, 2009
 
Integrated VOIP   Support Incoming Calls with a quick customer search.
    Put call on Hold.
    Redirect Calls
    Real time Extension's status. (ringing, in progress, in call, available..)
    Outgoing/Incoming Calls log file.
Leads   Capture and display Quote ID in bad leads report.
Order Tracking   Add section for Storage criteria.
    Add section for Trip Planner criteria.
    Add section for Carriers criteria.
    Follow up changes to document in emp productivity report.
Tariff   Local move - when apply OT rates to weekends, system does not convert lbs to hr's.
Revenue Distribution   emp / contractor settlement report.
    Agent's Settlement report.
    Add "Insurance Surcharge" deduction type
Advanced Menu   Change "Help" title to "Advanced"
    Control display popups on a user level.
       
 
Version 10.1.0 - Sep 29th, 2009
 
Infra   Set the home > my daily tasks icon to Flash indicating new leads, e-sign ...
    Add new lead popup dialog box.
Order Tracking   Add footer summary line.
    Add actual cu.ft, origin est, gross + all revenue distribution summary fields.
MLS Extract   Add 3 new sources:
    http://www.rentalhouses.com/
    http://www.rentalhomesplus.com/
    http://www.remax.com/
Email Center   Display no. of e-mails for each category.
    2 new integrated forms for: Visual Estimate confirmation & Job confirmation.
    Mark "import leads" list as (integrated forms) for easy search & download.
Open Template   Assign open template per e-mail body text.
    One click to load an open template to Automatic response area.
Multiview calendar   Location to be taken from employee setup for multi locations profile.
Revenue Distribution   valuation waived not apply.
Send Email   Error when trying to attach file prior to send e-mail.
Options...   Admin > Options : Customer details - setup tab to adjust the data entry in the main screen.
Main Screen   Trip tab to show trip status and trip balance.
      Confirmation - Indicate for VE / Job confirmation.
       
       
 
Version 10.0.5 - Sep 8th, 2009
 
Infrastructure   View toolbar : 1. Control the format of all memo fields like open template, understanding your quote etc... 2. Add spell check to all memo fields. 3. Access to all keywords in the system and drop into a memo field. 4. Add icon to access all saved templates, allow quick placement of a saved memo in any highlighted memo field.
    Help menu - New button to access documentation.
Send E-mail Popup   Redesign - the send e-mail dialog box. Allow all the functionality described on the above bullet (infrastructure).
Main Screen   Access main screen from any of the alerts will not open the notes dialog box.
Storage Invoice   Default email address should be taken from storage billing if not exist then customer info.
E-mail Center   Send SMS to employee - adding two more criteria for lbs and move date. (option folder)
Tablet   Bulky item's agent code + factor not synchronizing.
Claims   Redesign claim declaration report.
MLS Extract   Add company, url & rule fields.
    Extract e-mail address from canada white pages.
       
 
Version 10.0.2 - Sep 1st, 2009
 
Storage   Multi storage invoice, customer e-mail address not replicating to the send email dialog box.
    Allow setting the invoice email default subject. marketing > built-in reports, select Storage Invoice from the e-mail type and type the default subject.
      fix sort problem in storage tracker
E-mail Center   Add option to SMS manager in addition to SMS the assigned sales rep.
    Add new SMS keyword for move date minus 10 days and plus 14 days. Helps to create a message like: "[[Cust Name]], Special rates are available when moving to [[Destination]] between the dates [[move date-10 - movedate+14]]
    Allow manager to determine the exact hr's when SMS Alerts should be sent. (Reg Hr's & OT Hr's).
    Repeat customer should be assigned to the same account rep only if active in the assignment area.
    Lead with no info should not generate order id.
    Process file delivery request should zero no. of movers/drivers & truck and set the shipment type to "File Request".
Order Details   Popup windows to select agent, add a button to calculate the distance from the origin / dest to each agent location to help with agent's assignment.
    Local hourly rates not changing when shipment type has a prefix.
    Enhance the full screen to show the totals at the bottom.
Order tracking   Dynamic Query by Shipment Type, when shipment type has a prefix.
    Call list - allow modify any field in the call list grid.
    Call List - add search by advertising source
    Call List - Add button to quickly load all e-mail addresses to the mass e-mail module.
    Call List - Add button to open a record URL.
Extract MLS   Fix failure in canada white pages extract process.
    For commercial, add new fields for : company & email.
Tariff     Fuel surcharge by $ per mileage, fix minimum.
Order for Service   Add quick header notes #4 to combine online estimate.
Mass E-mail   Add "All" to the import list drop down which will show all e-mail addresses from all imported listings. Use the new check box for recovery mode in case process stops.
Marketing   Automatic Response, add button to quickly check all the values within each criteria.
Tablet   Fix Estimate type sync problem.
       
 
Version 10.0.0 - Aug 20th, 2009
 
Infrastructure   Add right side panes for quick to do list (tasks), Alerts and log.
    Integration with Skype for outgoing calls / sms.
    Add global options for adjusting all calendar views. Admin > Option > calendar
    Redesign popup alerts.
Storage   Storage Invoice - Option to display or not the invoice no.
    Storage Invoice - Print on one page.
    Redesign Storage Invoice report.
    Manual payment creation did not generate invoice id.
Storage Tracker   Add option to delete one/many payments.
    Extract to excel
    Create mass next billing for highlighted storage records
    Print invoice for all highlighted storage records.
    Add summary static record.
    Add "in storage" criteria.
    Add exclude from billing due date criteria
    Add out of storage column in grid.
E-mail Center   Automatic response to customer's lead with an SMS (IM).
    Automatically call customer when leads is been processed. (VOIP System only)
    Analyze leads - add st : saint to the abbreviation table when parsing origin/dest city.
    Assign leads by county.
    Assign leads by lead provider.
    Assign leads by working hr's.
    Assign leads by gender.
    Assign leads by top booker ranking.
    Company to define the order merging criteria. (Options folder)
    Add 9 different types of integrated forms (survey, small shipment, file delivery request, click to call, track your move, unsubscribe, claim, schedule appt, buy boxes.
    Create logic to migrate any data from different system automatically.
    Add "force status", "force location" to leads setup step #1
    Add 7 new fields for leads setup step #3 to support migration and all new integrated forms.
    Manage Blocked e-mail/domain for better privacy.
    SMS employee for incoming lead by start - end time. (Options folder)
    Quick way to re-process leads. (Options folder)
    Testing leads environment. will overwrite the lead email/sms/tel when processing. (Options folder)
Closing   Allow creating a complete storage record from closing area.
Order Details   No. of movers change when order locked.
    Packing date not populating the spread correctly.
    Change discount % - Activate re-calculate rates after loose focus.
    Add field - arrival time for box delivery.
    Packing horizontal scroll not display.
    Easy way to add inventory on the fly.
    Expand / Collapsed inventory in one click.
    Add area in inventory folder to handle small shipment by dims.
    Admin > Options : remove irrelevant folders from order details. (like intl, military etc)
Digital Signature   Add barcode to local + cc auth digital signature documents.
    Set e-mail field as read only.
    Fix the E-mail confirmation problem.
Multiview Calendar   Link to closing
    Display list vs trucks / movers. Allow manage personal drivers/movers appt from the multiview calendar. (select display #5)
    Redesign the order details and allow modifying the status or origin/dest address only.
    Assigning more than 6 movers per order.
Mass E-mail   Warning popup when not assigning letterhead to an RTF free text.
Order tracking   Allow export customer/s info to excel.
    Show Canada Province / States.
    Extract call list to excel.
    Highlight record to display order log on the right side pane.
    Notes tab not display when opening order details screen from tracker.
Commission Distribution   commission distribution, gross should be set as billing amt when tariff discount is zero.
    item 9999 for miscellaneous not carry over to revenue distribution.
Inventory   Support 2nd language
Emp Productivity   Add search by order id.
    Redesign report.
    Add events from dialer & sms.
Main Screen   Add option to refresh screen to reload selected customer.
    Company search error when name contain special characters.
    Delete order should be checked and not highlighted.
    Add folder to display survey score per order.
Tablet   Transfer from tablet, Do not downgrade order status.
    Sync new items added from the tablet.
    Sync Forced discount indicator.
Reports   Estimate Report - Add header notes option.
    Order for Service (html) - Show packing date.
    Redesign Box Delivery report.
    Redesign Invoice report.
    Invoice description to support multi language.
    Resend e-mail from history sends a blank email.
    Set the body text of an open template from the external list folder.
Extract MLS   Extract information from whitepages (US & Canada).
    Support Dymo label printer
Tariff   Fix intrastate customer fuel surcharge by $ / mile .
    Tariff discount table for interstate to adjust discount for ea. 75 miles from PU.
       
 
Version 9.8.0 - Jun 22, 2009
 
Infra   Add 2 new Themes : White & Scenic
    Move the progress bar to the status bar.
Storage   Storage tracker to show summary at the footer.
    Storage tracker: Add billing preference criteria.
    Storage tracker: Enhance the create next billing process.
    Storage tracker: Add delete payment record button. (admin only)
    Storage tracker: Highlight multi payments and select invoice to print all.
    Storage tracker: Add link to payment history.
Order Details   Performance increase when loading page.
    Locked auto rates changed to button with Red / Green background indication.
    Locked rate calculation should lock the no. of men/driver selected.
    Unlock auto rate calculation should perform a full rate calculation.
Order tracking   Add extract to excel option from order tracking.
Tablet   Sync process should not change the order status if higher than the retrieved data. meaning, visual estimate status will not overwrite a booked status.
Multi Language   Invoice item description to support multi lang.
Reports   Add new Bill of Lading report.
    Add packing date / box del date to order for service.
    Atlas Order for Service
Extract MLS   Enhance the ziprealty extract process.
    Add White Pages US & Canada source.
       
 
Version 9.7.5 - Jun 9, 2009
 
Canada   Add Canada Province to search criteria in order tracking.
    Leads Assignment by Province.
    Add Canada Province to search criteria in multiview calendar.
    Calculate state/fed tax calculated incorrectly when changing fuel surcharge.
Order Details   Add field to support arrival time for box delivery date.
    Dbl click on Line Haul charge will enable overwrite the automatic calculation rate.
    Dbl click on Tax charge will enable overwrite the automatic calculation rate.
    Packing date not populating the spread correctly after deleting the 2nd date spread.
Quick Estimate   Special fuel surcharge calculation by $/mil not calculate correctly.
Reports   Enhance packing/box delivery report.
      Header notes not showing (Estimate)
Marketing   MLS Extract process - Add white pages business source.
    Quick customer information export process. (csv,xls,txt)
Commission Distribution   Gross should be set as billing amt when tariff discount is zero.
    item 9999 for misc not carry over.
Main Screen   company search error when name contain special characters.
Multiview calendar   Show all pickup/delivery for all assigned agents/carrier as default. mark in blue all the records that the assigned agents/carrier is different than the company information. use the dispatcher criteria to view records assigned to a specific agent.
Email Center   Allow parsing of information by using break line as the right delimiter.
 
Version 9.7.3 - Jun 1, 2009
 
Order Tracking   Allow saving any criteria for future use. (use the save/load criteria folder to assign name and save/delete/load existing criteria).
Invoice   Remove entry for Line Haul when zero amount.
    Show company name on billing information
Order Details   Label to show company name if contact information is blank
    If contact information does not exist replicate company name to contact details in origin information.
    Allow Changing Tax amount manually by dbl click on the tax amount field at the bottom of the screen.
    Local + Intrastate moves should not inherit the Bottom line discount as default.
    Changing office name manually is set back to default when re-accessing the order details and modifying any of the order information.
    When accessing order details after having work order open, Notes tab does not display.
P.O. no   Create automatic po number assignment mechanize.
    Add P.O. No to Admin > Sequence Number setup screen in order to initiate your no.
    In order details screen, if registration no field starts with PO and clicking on the button next to the Registration no field, system will generate the next po number.
Bulkies Setup   Disable proper case text format
Main Screen   Billing information to allow copy information from customer details area by choosing the "Same as above" from the billing account drop down list.
    Show order fonts as bold when searching by registration no / gbl no.
Tablet   Transfer with Inventory should be checked as default when transferring from tablet.
    Sync Automobile charges.
    Sync Registration No.
Call center   when transfer appt from call center, set the booker + hauler agent as the agent number who receives the on site appointment.
    System crash when overwriting customer notes on agent database.
Email Center   default all agent code/name to login agent info when processing incoming leads.
    Populate country field when processing leads.
Revenue Distribution   Completed !!! (Open closing, tab to rating and load information than tab to commission distribution and load all revenue distribution information) you will be required to setup the distribution matrix from carrier > distribution matrix and assign matrix to agent/carrier/broker from admin > carrier/agents/broker screen.
Storage   add fields to track valuation & notice of auction.
Calendar   Change calendar default display values from admin > options (Calendar Tab) includes: start/end time, appt length for follow up & on site.
    Allow Drag & Drop functionality.
    Add folder to view order information in appt popup menu.
    Add folder to view & add follow up notes in appt popup menu.
    Add folder to view all other appt for a specific order.
    Add option to assign appt to all users by selecting "all" from assign to drop down field.
    Disable customer name label when appt not related to order.
Consolidated Invoice   Show registration no.
Multi language   Enhance the translation on order for service / work order/ invoice / inventory forms.
 
Version 9.6.9 - May 18, 2009
 
Revenue Distribution   Create distribution matrix (carrier > distribution matrix)
    Assign Matrix to agents / carriers / brokers or any other 3rd party
    Closing - Load rating in just one click
    Closing - View Revenue distribution in one click
Canada   GOV + Local move should calc from the 625 tariff
    Email history does not show when OS system is using a non US date format
    Canadian Zip code not always display zipcode by city / province criteria.
Calendar   Default calendar to start from 7am
    Admin > Options > Calendar : configure the calendar day view layout
    if registration # exists show in multiview calendar box.
Storage   storage error in when using billing dims
Order details   when clear address popup dialog box, default state to software international default settings.
    Default dest agent, packing agent and booking agent to company agent no. & name
    address popup dialog box, show canada city in proper case.
Setup   Change agent code process should change the connection from the 100 default to the company agent code. (admin > maintenance)
    Change agent code process to modify booking/hauling/packing agent code.
    Remove empty translations from the language dictionary.
Order for Service   Enhance the multi language support by allowing using the lang bar links or change the body text to any of the 32 lang available.
Login   login does not inherit the employee's language preference.
Customer / Main Screen   Clear main screen should reset the summary tab captions.
Calling Center   Integrate with ring central telephone system to import contact information and lookup for customers by tel no.
 
Version 9.6.8 - May 13, 2009
 
Multi Calendar   from multiview calendar, when dbl click on a local move to open the order, sometimes the cursor is changing the size of move as it is focus on the order details local move grid.
Canada   Do not charge Canada federal tax for canada to United States move.
Reports   reformat the report layout tel no.
Invoice   Adding state / federal tax to invoice
Order Tracking   invoice for a combined orders. highlight multi orders from order tracking and select the new report of "consolidated invoice" will provide you an invoice for multi orders.
    Add company name criteria to order tracking
Closing   Performance
    Adding Rating summary Screen
Quick Estimate   when creating order from quick estimate address not display
    populate advertising source with quick estimate
    email address is not carry over when sending email
    populate default estimate type
    work date not populate
    valuation is default to FVP
External Links   Sort Web links Alphabetic
Left Pane   Add manual unsubscribe in left pane
Packing   add option for packing driven from inventory to populate the materials & matrl + labor columns
Inventory report   inventory report shows ????
Copy orders   copy orders allow copy last appt crew
    multidays for copy orders not showing on multi calendar
    initiate additional charges field
       
 
Version 9.6.2 - 9.6.5 Apr 19th, 2009
 
System   Supporting Monitor Resolutions 1920/1200, 1024/600 & 1280/600
Language   Support 32 different Language: (admin > maintenance> Load Language)
    Fix order for service Language bar.
    Allow employee to select the system default Language.
Canada   Support all Canada Zip Codes and mileage calculation. (admin > maintenance> Load Canada ZipCode)
    Support Canadian Tariff #41
    Support Canadian Federal Gov Tariff 625
    Support Province & Federal Tax Calculation
    Automatic populate city/state by canadian zipcode with or without a space in the middle.
Tablet   Support 1024/600 & 1280/600 Tablet resolution.
    Add item by one click on the item name. available only if order details is in a full screen mode.
    supported tablet.
Order Details     Adjust resolution to any screen size using the "full screen" button. excellent for tablet.
      Missing Y/N in elevator drop down.
      Change the default packing dates from multi days to spread. (unchecked)
      Notes tab not showing when open order details from order tracking
      Allow forcing different mileage calculation and set as default.
Intrastate Tariff     Discount on a state level.
Local Tariff     Add elevetor factor to the lbs 2 hr formula.
Custom interstate tariff (cu.ft / lbs)     Mass tariff change process for a quick tariff modification.
Multiview Calendar     dbl click on driver/mover to send SMS - includes automatic text.
      calendar printout fail when order is not selected.
      option to not show drivers on a movers list.
      add shipment type to daily list report.
Main Screen     add a link to open customer web address.
      Add new customer types
Calendar     Add option for Administrator to view all appointments for all users in one calendar.
      Enable assignment of personal appointment to different user.
      Default view to Today's + 4 days rather than today +/- 2 days.
Work Order     Fix size of move title.
      Create default notes for PU/DEL & Work order. (admin > options..) to be show on work order.
Storage   Add status: "Sold", "Sell"
Email Center   System assign leads to no one if assignment is not setup. should be assigned to the person how logged-in.
Estimate   Add Estimate layout #8
    Destination State not showing in Estimate #5
    not showing default understand your quote on template #7,8
Copy Order   Add new events like: "LD Drive" & "Truck Holdover", "Damage" to copy order functionality for a multi days job.
MLS   Extract address from nytimes not showing apt #
      Maximize HTML page for easier navigation
Order for Service   Minimize the picture size when picture is yet to be downloaded on an HTML body text Order for Service.
Move Type   Fix move type exception table for local move cross states.
Packing Report   Add box delivery Tax field.
Monthly Revenue   Year criteria is not showing.
Email Spider   Detail statistics of duplicate emails.
       
 
Version 9.6.2 - 9.6.5 Apr 19th, 2009
 
System   Supporting Monitor Resolutions 1920/1200, 1024/600 & 1280/600
Language   Support 32 different Language: (admin > maintenance> Load Language)
    Fix order for service Language bar.
    Allow employee to select the system default Language.
Canada   Support all Canada Zip Codes and mileage calculation. (admin > maintenance> Load Canada ZipCode)
    Support Canadian Tariff #41
    Support Canadian Federal Gov Tariff 625
    Support Province & Federal Tax Calculation
    Automatic populate city/state by canadian zipcode with or without a space in the middle.
Tablet   Support 1024/600 & 1280/600 Tablet resolution.
    Add item by one click on the item name. available only if order details is in a full screen mode.
    supported tablet.
Order Details     Adjust resolution to any screen size using the "full screen" button. excellent for tablet.
      Missing Y/N in elevator drop down.
      Change the default packing dates from multi days to spread. (unchecked)
      Notes tab not showing when open order details from order tracking
      Allow forcing different mileage calculation and set as default.
Intrastate Tariff     Discount on a state level.
Local Tariff     Add elevetor factor to the lbs 2 hr formula.
Custom interstate tariff (cu.ft / lbs)     Mass tariff change process for a quick tariff modification.
Multiview Calendar     dbl click on driver/mover to send SMS - includes automatic text.
      calendar printout fail when order is not selected.
      option to not show drivers on a movers list.
      add shipment type to daily list report.
Main Screen     add a link to open customer web address.
      Add new customer types
Calendar     Add option for Administrator to view all appointments for all users in one calendar.
      Enable assignment of personal appointment to different user.
      Default view to Today's + 4 days rather than today +/- 2 days.
Work Order     Fix size of move title.
      Create default notes for PU/DEL & Work order. (admin > options..) to be show on work order.
Storage   Add status: "Sold", "Sell"
Email Center   System assign leads to no one if assignment is not setup. should be assigned to the person how logged-in.
Estimate   Add Estimate layout #8
    Destination State not showing in Estimate #5
    not showing default understand your quote on template #7,8
Copy Order   Add new events like: "LD Drive" & "Truck Holdover", "Damage" to copy order functionality for a multi days job.
MLS   Extract address from nytimes not showing apt #
      Maximize HTML page for easier navigation
Order for Service   Minimize the picture size when picture is yet to be downloaded on an HTML body text Order for Service.
Move Type   Fix move type exception table for local move cross states.
Packing Report   Add box delivery Tax field.
Monthly Revenue   Year criteria is not showing.
Email Spider   Detail statistics of duplicate emails.
       
 
Version 9.5.0 - Feb 23th, 2009
 
Infra
   Upgrade drivers 2009 release.
    Fix bug when fields go black on silver + aqua theme
    Upgrade direct mail driver.
MLS Extract
  Extract addresses while navigating in realtors web sites.
    Add new sources like New York times & ziprealty.com (require free registration)
Import Email/List   Enhance the import process to accept more customer relevant information.
Order Details
 

Add a warning when changing tariff method in real time from "400N" to LBS/Cu.ft by dbl click on the price per cu.ft/lbs.
  Force rate by cu.ft is being default to lbs.
  do not apply auto packing assignment by inventory local move
  When changing the no. of driver, system should adjust the hr rate.
  local calendar not reflect 2 drivers/trucks rates.
  Local calendar should reflect OT and Mass change rate by volume.
  Est Labor hr's shows zero on OT dates.
  Notes folder not center
  Use tab to navigate thru list in all grid controls.
  Packing list/rates should be changed when move type changes.
Performance
   traffic zone screen.
Invoice
   Redesign
  Should Print on 1 page only.
Tariff discount
  Add easier way to populate the tariff discount screen by copy prev line.
Quick Estimate
  Incomplete size of move drop down list.
  System crash when no date selected.
Estimate Type
  Support 4 * default estimate type + understanding your quote for: "Local", "Intrastate", "Flat Rate", "Interstate"
Personal Calendar
   when uncheck order-id, appt should clear the contact information.
  show customer field as disable when order-id is not selected
  allow assign personal appt to someone else at the office.
Remote access
  When login remotely - system closes itself. (logmein).
Order for Service
   if packing zero do not display.
Company Details
  Survey button to auto complete the survey URL with all keywords.
Inventory Report   Incorrect qty
Pager / SMS   Send SMS using your company email setup.
     
 
Version 9.4.9 - Feb 9th, 2009
 
Email Center / Unsubscribe  

Automatic unsubscribe processing. (includes imported emails). Setup: 1) Admin > company details: add the following text to the unsubscribe field. "mailto:info@domain.com?subject=unsubscribe" 2) Add keyword link to the unsubscribe marketing email "CompanyUrlUnsubscribe"

Import Emails   customer name keyword was not replaced during the mass e-mail from imported lists process.
Call center   Billing report to show all agents in program.
MLS / Listing extractor  

Add new source for "sell by owner"

    from order tracking > call list > reverse address lookup. Add a field to auto load the reverse address lookup results to listing.
Text messaging (SMS)   Fix bug with Over time messaging.
Order tracking   Add Visual Estimate date to order tracking printout report.
      Failure setting up dead lead indicator in track lead folder.
 
Version 9.4.8 - Feb 2nd, 2009
 
Email Spider

Use email spider to extract email address by criteria.
Steps:
1. Install application: http://www.wise-biz.net/emailspidereasyEn1.exe
2. Register application:
Registration Name: UnitedSoftware
Registration Email: yuval@unitedsoftware.us
Registration Code:
g(`xx)kD
$D^(]7C!
[S$H$,Ss
3. Click HERE to view instructions (Video)
Import Emails   Add load name / date fields
Customer details   Add "Customer Type" drop down field (name menu) . Add to search criteria.
Mass email  

Load list by:
1. New "Customer Type" field.
2. Referral Agent list.
3. Broker / Carrier / Agent / Military list
4. Vendors
    Allow import emails from a free text field.
Calendar   Private calendar does not show the related order no.
    Change appt end date automatically when start date is changing to a latter date.
    Failure setting up phone estimate
Email center   Use oracle multimedia index for analyzing city / state typo during the auto process for better match. multimedia index allow search string in table by the most number of occurrences characters.
Order for service   Do not show prop casualty if zero amount.
Estimate Type   System will default estimate type = 'Local' to all local move orders as long as this estimate type name exists. It helps to distinguish between the default interstate move estimate type and the local move.
    Understanding your quote field is not cleared.
Keyword   Add new keyword for 100% gross [[Total Charge 110]]
Referral Program     Change "Sub Contractors" logic to "Referral Program", add fields to support this new module for better tracking.
       
       
 
Version 9.4.7 - Jan 28, 2009
 
Mobile (SMS)  

Add move date to the messaging alert.

Main Screen / Order Details   Tab out of the tel number doed not change the tel format and in some cases causes it to disappear.
International   New report: Dock Receipt
    Can't open Regional & Language Options screen.
    P.O.L & P.O.D dates are not showing on Intl. cargo manifest
Order Tracking   Order tracking labels - Add space between first - last name
       
 
Version 9.4.6 - Jan 27, 2009
 
Mobile text messaging (SMS)

This new functionality will allow each user/manager in the system to receive alerts to his mobile as text message. Level of alerts: 1. user login 2. incoming lead 3. incoming customer response 4. Digital signature 5. booked jobs 6. appointments. Click HERE for screen shot.
Order for Services Support order for service in 10 different languages. Click HERE for screen shot.
    Incorrect credit card rate showing on the OFS.
Order Tracking   Allow labels creation from order tracking
    Enhance the right side popup reminder information menu when highlighting record that has appt schedule.
Dispatch menu   Fix incorrect dispatch menu for spread of pu/del. fix grid colors.
Carrier tariff   Changes to weight additives rates were not saved.
    Quick weight group / step factors modification.
    Support Stevens Van Lines tariff.
Truck maintenance   Failure when service date is not selected.
Call center   System crash when dismiss appt
    Incorrect call center order number assignment causes mismatch in customer information.
International / Freight   New screen for region settings.
    Address & tel popup menu should be driven from the intl settings.
    Split the BOL report to House bill of lading and Master bill of lading.
    New cargo list report. support container consolidation.
       
 
Version 9.4.5 - Jan 20, 2009
 
Marketing (Listings Extract by Zip Code) 7mb

This new feature will allow you to extract MLS listings from different built-in sources and to follow up with postcards / Phone Call. HERE to view clip.

    Add MLS load name field for better organize imported marketing leads. Allow search by load name and load date in order tracking > call list.
Call Center   Add functionality to support Phone Estimate appointments.
    Indicate on cancelled appointments for billing and reschedule by call center.
    Call center accounting report breakdown by agent.
    Notes are not carry over to main screen.
    Assign specific e-mail response per agent.
Private Calendar   Show customer name on ea. appt subject.
Estimate Form   Add free (header) notes at the top the estimate.
    Save up to 5 built in header notes.
Receipt   Change company Name incorrect mouse behavior.
Work Order   Work order to show the display-order-id on a copy order transactions.
    Remove the +1 from the display tel-num for more space.
    Indicate on a multi days job by adding (multi days) next to the PU/DEL dates.
 

 

 Add mm/dd on the drivers/movers list to support multi days.
    Add e-mail address.
Order Details   Dest name not showing when choosing the copy from origin option.
Daily Dispatch report   Print 2 pages
    Support multi days.
Emp Productivity   Report shows customer-id instead of order no.
Mass e-mail   Check for duplicate records with (same e-mail) when loading e-mails from external source.
    Fix problem saving/deleting list of smtp e-mail address.
    Mass e-mail to support same Display Name for all smtp email buffer.
Red Ball OFS   Digital signature pdf to be sent to both customer & agent.
Invoice   Print 2 pages
Multiview Calendar   Multidays jobs, working hr's are not showing.
Order for Service   Do not show car transport when zero amount.
Leads Processing   Do not assign repeat customers leads to inactive sales rep.
Left Pane   Add link to United Software Release notes on left pane.
       
       
 
Version 9.4.4 - Jan 12, 2009
 
Payroll Local, Intra & Commercial

Payroll creation job: One click to generate all employees payroll. steps: 1) administrator > employee - check the payroll box for each employee you would like to be included in the automatic payroll creation. 2) Account > Payroll - click on "create all emp payroll" button.

    Add tips as a separate payroll category.
Closing   Allow full functionality for adjusting bulkies directly from closing.
    Remove the packing tab - if you wish to make modification to packing, use the order details screen.
    Enhance screen opening / performance
    Commission and working hr's should by default sum all hr's include the change of orders labor hr's into the employee commission automatic calculation. Hr's can be adjusted per employee in a manual way.
Multiview calendar   Setting up the mover/driver labor hr's / OT hr's / Travel Hr's from the multiview assignment screen is now replicating to closing.
    Daily list report to show the labor hr's assigned by the dispatcher even before closing is completed.
    Allow open multi order details screen from multiview calendar by dblclick on appt or order record.
    Show blank if mover/drive personal address hasn't been populated.
    Allocate more space for list of men in all calendar reports.
Order details   Open locked orders by another users as read only.
 

Calendar - "Local Rate" mode : if using the mass rate change by date (tariff) functionality, the "Local Rate" calendar is similar to ordering a flight tickets where you can view the different cost for your local move across the board to better serve / advice the customer. Also keep in mind that in earlier version we have added the functionality to automatically assign an OT rates on weekends. (chk box exist in pricing -> local to enable this functionality, also needed to set your OT rates.)
Estimate   Fix default format to align banner to the left
    Add Estimate #8 based on the OFS template. To load / refresh all the different estimate templates, open estimate form and click on the import templates button. re-open estimate form and select one of the 8 available layouts.
Customer details   Using ' causes issues.
National Accounts   Fix the fuel surcharge calculation.
    Allow modify national accounts by agents.
System   Fix supported resolution 1280/960
Custom tariff   Fix bug with fuel surcharge from state - state. Keep in mind that the state - state fuel surcharge is active only when the fix fuelsurchage % is null / zero.
      N.O.T.E: All Hawaii zip codes are embedded in each company database. Please validate by entering few zipcodes for test from: http://www.visitingdc.com/zip-code/hawaii-zip-code.asp
 
Version 9.4.3 - Jan 7, 2009
 
Order details   Miscellaneous Items should default to a 0% discount.
Employee Productivity   Add order no column in emp productivity report +redesign + add more tracking events.
Estimate   Add 7 new built in Dynamic Estimate layouts. (Includes OFS template as estimate). Steps: 1. Open Estimate form. 2. Click on Import Templates. 3. re-open form. 4. Select a template from the drop down list. Estimate 1..7. 5.You can choose to use any of the templates as auto response by simply clicking on the auto response button.
Order for service   Adjust services check boxes to reflect template #2 of the Order for Service.
Company Logo   Adjust Company logo to 177/130 inc size. Modify all PDF's reports to show logo in a real size.
Work Order   Print blank 2nd page .
Mass e-mail   Fix the save smtp accounts (buffer) functionality.
Freights /International   Intl Sea shipment: Track route + Containers, MBL / HBL Agent forwarding.
    Intl Air shipment: Track route + Pallets, Gross / Chg weight.
    New maintainance screens for Sea port, Airlines, Airport & Currency list.
 
Version 9.0.0 - 9.4.0 Sep 1, 2008 (beta) - Dec 15, 2008 (Released)
 
Login   Add language selection drop down
System   Vista / Ribbon Style
  Support multi themes
  Support multi Left to right (LTR) Languages
  Ribbon menu - 1. Minimize application to tray. 2. Print screen. 3. Open calculator. 4. Minimize all icon bars.
    Support Vista 64bit Operation System.
    Performance - Access database direct via Oracle driver and not ODBC. Run batch database statistics.
  View / Chat with online users.
  Replace all menu with icon / caption / drop down menu.
Customer Details   Support Multi Tel No + International , Multi Address + International, Multi email address, Multi Contact info.
  Add credit status field to track customers/accounts/commercial accounts credit and put account on hold. (no new orders).
    Add list of links as attached document, web links, insurance etc...
    Tab special mark to show summary of each event without the need to tab.
    Add search by GBL No. for military jobs. (Find drop down)
Dispatch   Redesign all calendars to support GUI 2008 and open inside the application.
  Enhance map integration with google & yahoo for multi locations / PU-DEL.
  Multi view calendar:
   
  • Group by type of shipment.
 
  • Add warehouse released/received date
   
  • Allow documenting men hr's directly from multi view calendar.
   
  • Enhance performance significantly when highlighting order or assigning truck/men.
 
  • Add trip planner view, search for closest truck in existing trips, advanced trip search and assignments.
 
  • Add new trip planner report.
    Truck - 1. Assign primary / secondary drivers. 2. Add new field for truck type.
    Allow dispatcher to access drivers record and create driver log.
International   Multi language support (see system)
    International Address / Tel (See Customer)
      Complete functionality will be explained & enabled in a separate channel based on licensing type.
Call center   Complete functionality will be explained & enabled in a separate channel based on licensing type.
Commercial Account   Setup: Easy Load of commercial inventory. go to tariff > commercial items. click on Load Inventory.
    Rate calculation by Dolly loads or truck loads.
Estimate   Support many different estimate layout forms including for national account and flat rate.
Load Board   Easy load orders to load board. Marketing > load board > broker.
    Redesign Load Board. Flexibility for brokers & companies to change the layout / fields / security.
Leads Processing   Add field to check for reprocessing leads history by sent date. will save you the process of transferring old leads out of inbox.
    Allow processing 2 different vanlines.com lead format from one e-mail center.
Digital Signature Add to left panel on OFS / CC Auth an option to on/off digital signature.
   

Full process digital signature by adding bar code at top form and customer ip address / email / timestamp, signature, barcode at the bottom of the form.
Remote assist     Secured remote access by United Software using teamviewer technologies.
Mass Email     Allow saving list of smtp emails for future use.
       
 
Version 8.6.5 - Jun 26, 2008
 
Military New work flow on how to create a military order in the system. Military rates are being done by State & County and Gbloc is for printing puposes only.
    County reset when focus the Gbloc field
    Packing schedule not showing the right schedule.
    Fixed Military Bulkies rates.
    Fixed a security problem win FASTlib common code
Quick Estimate   Fixed a bug when interstate rates are by the cu.ft, system fails to calculate rate.
Employee Details   Unable to access employe details screen. (Caused by V8.6.4)
Digital Signature   Easy access to enable the Order for Service digital signature for any type of move. (Local, Intrastate & Interstate).
    Easy digital signature configuration.
Speach to Text Add list of items using a speach to text commands.
07/01/02   Downlod & Install free speach to text software.
 
Version 8.6.4 - Jun 23, 2008
 
Tablet Add list of items using a speach to text commands.
    Add e-mail / pdf export option to all reports.
   

Default Report selected but not showing when tab to printout.

Trip Planner  

Auto populate carrier/agent e-mail address when sending invoice / statement.

OFS   change label ofs from delivery date to Req Delivery Date if not using spread of pu/del
Multiview Calendar   Show packing spread on each day on the calendar.
    Add group for warehouse received/released date (order details) which will show up as a separate category
in the Multiview calendar.
    change format to include state abbr.
Mass E-mail E-mail not showing in history.
Customer Details Add a notification on how many customers exist in database when adding new customer information and typing first/last name.
Company Details Eliminate the special transaction for changing company name.
online estimate link , quick way to add all keywords for auto populate values in the online estimate link.
Marketing Reports / Statistics Add a report for sales by county
Enhance sales by area code / zip code reports.
Tariff Fix interstate fuel based on state to state
Enhance sales by area code / zip code reports.
Employee Details

Job type should not be a free text.

Enhance sales by area code / zip code reports.
Tariff (Bulkeis) Fix Shuttle rates.
NVL (Customization) Create Order for Service (Special Licensing)
American Red Ball (Customization)

Make the valuation & understanding your quote more readable. (Special Licensing)

 
Version 8.6.2 - Jun 11, 2008
 

Marketing / Order Tracking

Allow feeding free rich text format into template with [[Body Text1]] keyword from the new mass e-mail / order tracking module.

Order for Service

1. Add mileage.  2. Not showing spread of delivery.  3. incorrect fuel surcharge factor.

ARBT

Integration with Anzio. (test phase)

Fuel Surcharge Add a new option for local fuel surcharge: minimum charge + X $ amount for ea mile after Y miles.
Multi Customer Dbl click when empty list - system crashes.
Performance Increase system performance for calculating distance and rates.
Multiview calendar Add new category for warehouse received/released. New field for warehouse date was added to the order details screen on the bottom of the left panel. user requires to set status as In-Storage .
Order Tracking Mismatch between the from/to states.
 
Version 8.5.9 - May 30, 2008
 

Marketing

Allow special e-mail submission for large list by creating a table with list of e-mail smtp accounts with max e-mail allowed per day. system will switch between the different e-mail accounts to achieve a high volume of e-mail sent per day via smtp.

Enable non smtp relay e-mail submission.

 

Bulky, error when changing the default price.

  Enable advanced HTML e-mail style from external HTML links.
  Integrate with flexmls
  MLS list as labels
Quick Estimate Increase / Decrease by date.
Order Tracking Fix printout format
 

Add criteria for origin/dest agent and visual estimate date range.

Order Details  

city name erase when loose focus from state.

 

Fix Shuttle rates.

 

Fix Min storage rates.

 

Dbl Click the price per lbs field to force rates by pound rather then the default tariff.

Dispatch Add working hr's to the daily dispatch report
  Add printout for the orders selected in the Multiview calendar. use "Calendar/List" option.
Keywords for distance. [[Distance A-B]]  [[Distance B-C]] [[Distance C-A]]
E-mail Center

Analyze string value from Right 2 Left.

 
Version 8.5.7 - May 15, 2008
 
Order for Service

Packing list are not showing when list of items are not selected.

Productivity

Truck activity / history of change price per, create/delete order transactions.

Order Details

Bulky, error when changing the default price.

  Credit Card Rate for local move should not be less then reg rate if change manually .
 

Allow removing Sub Total line from report.

Tariff

If intrastate mileage not setup, default local move type for state - state.

  Add field for minimum hr
  Add field for max travel time
Dispatch

Increase left margin on the daily board report.

 
Version 8.5.6 - Apr 29, 2008
 

OFS

estimate effective date default to sysdate + 90

 

Field "section" not showing on the order for service.

Trip Planner

Credit memo shows total = 0

 

Driver packet report - Add RDD date, contact tel & larger driver notes. ( open report, click load default from left side pane to inherit the new setup )
Max Pack

apply bottom line discount to max pack

Military

Sort military packing list by the DD619 order.

Tariff bulky items drop down shows military list only.
Customization

Order for service for WVL lic.

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