CORP Edition version history

Note: There may be a discontinuity in version numbering because some minor updates were limited releases that were not made publicly available.

• Coming on August 25... Update v5.2 with over 40 enhancements and fixes
• CORP v5.1.27 released April 19, 2010
• CORP v5.1.26 released February 10, 2010
• CORP v5.1.25 released December 30, 2009
• CORP v5.1.24 released November 30, 2009
• CORP v5.1.23 released October 31, 2009
• CORP v5.1.22 released July 7, 2009
• CORP v5.1.21 released June 1, 2009
• CORP v5.1.20 released February 2009
• CORP v5.1.1210 released December 2008
• CORP v5.1.1206 released December 2008
• CORP v5.1.1030 released October 2008

Release 5.1.27 - April 19, 2010

• New: When a Contact has information in its' Notes field an icon appears at top of screen
• 2308 Fix: in Customer Service module, clicking the companylink would not take you to the company record
• 2307 Fix: the Search window in the Customer Service module shows incorrect list of selection for 'companyLink' field
• 2304 Display fix: the label for Contacts postcode did not display
• New: added support for more transaction drill-down in ABM accounting (IRL/UK/AUS/NZ)

Release 5.1.26 - February 10, 2010

• removed 'security warning' for PRO User Permissions
• When a Company has information in its' Notes field an icon appears at top of screen
• Added support for MYOB EXO accounting (AUS/NZ only)

Release 5.1.25 - December 30, 2009

• New! Legrand CORP login now also supports SQL Authentication for connection to SQL server
• New! Accounting interface to MYOB Exonet (AUS/NZ)
• 2273 Fix: Runtime Error in Cust Service if the current record is linked to a calendar event that has no Contact

Release 5.1.24 - November 30, 2009

• Fix: when exporting Activity List the error "Field Notenum1 does not accept NULL values" sometimes happens
• Fix: can't delete Opportunity Stage, even when it has not been used.
• Fix: when performing an email merge from the Customer Service module the email template does not always merge.
• 2260 Fix: Some fields in Item record remain disabled after an unsuccessful search; e.g. search for a serial number that does not exist, then perform another search this time for a serial number that does exist and you'll find that some of the fields are greyed out.
• 2259 Fix: Word mail-merge of date fields (e.g. [#ItemTracking_DatePurchased#] or [#Contacts_Date2#] always includes midnight time display (e.g. “10/08/2009 12:00AM”) even though it is just a date field without a time element.
• 2258 Fix: In the Calendar listing, when you “mouse over” a calendar record the Calendar Details only popup when the Contact has a personal phone number or mobile number, otherwise it stays on the last one that you looked at rather than the one selected.

Release 5.1.23 - October 31, 2009

• New! The Web Capture module now supports newsletter Subscribe/Unsubscribe function
• New! Filtering function in Web Capture lets you filter web records by type: web lead, sales lead, unsubscribe and spam
• New! The Web Capture module now provides more control over the processing of a web lead: search the database for similar contact or company records and decide how the web lead is to be processed:
     (1) create new company and contact records, or
     (2) create a new contact record but assign it to an existing company, or
     (3) assign to an existing contact record.
• New! Import wizard to import Activity records
• New! The phone interface has been enhanced for better support of International dialling.   In User Preferences you can now specify the international access code for your location (e.g. 011, 0011 or 00, to just mention a few) and Legrand CRM will automatically handle the formatting.
• New! Custom Menus have been expanded beyond internet or intranet URLs and now also provide the ability to access network folders and the ability to invoke any external application while passing up to five parameters.   
  This enhancement significantly enhances the ability for 3rd part integrators to create custom applications that can be invoked from within Legrand CRM.
• New! Search functions 'Lastname contains' and 'Lastname starts with' have been added to the QuickList section in the Contacts module
• New! Search functions 'Company Name contains' and 'Company Name starts with' have been added to the QuickList section in the Companies module
• New! You can now specify the next Opportunity Reference Number in System Administration
• New! Multiple delete of Activity Notes has been added
• New! Link activity notes created “En-masse” to a customer service
• New! Added menu selection in the Opportunity module to send an email to the Opportunity's main Contact.
• New! The email configuration now allows you to specify a SMTP port number in case your email server does not use the default port 25.
• New! The ability to re-Activate a closed marketing campaign has been added.
• New! The Marketing Campaigns module now has a menu dropdown at the top left of its screen, similar to all the other modules.
• New! Additional mail merge codes and merge types have been created to display Start and End times of appointments with time zone offset.
  Note: the SQL Administrator will need to update the DataDict records in the database
• New! The User listing in Calendar is now sorted on Lastname and includes the user's Team name (if Team option is activated)
• New! Added support for MYOB Singapore ODBC driver
• Change: When assigning a task or calendar event to another staff member the email notification now includes the notes for that task or calendar event
• Change: The Legrand Reporting tool now includes a library of over 25 reports.
• Change: The Department field in Contacts screen is now an unrestricted textbox
• Change: The 'No Transaction' report now includes further selection options to determine how to apply search conditions to Contacts that are not linked to a Company
• Change: Support for the old Crystal Reports IX has been disabled by default in favour of the new Legrand Report Designer. You can still access the old Crystal Reports functions by specifying this in User Preferences.
• 2257 Fix: The font of the Targets and Respondents lists in the Campaigns module randomly becomes too small to read
• 2256 Fix: Word merge template for an Activity Note incorrectly processed merge code[#Note_TZ#] as the Notes.Type value
• 2255 Fix: Word merge templates for Calendar were not visible/selectable when in 'Letter Templates Maintenance'
• 2250 Fix: Export Contact List problem when data contains null values
• 2251 Fix: When using the 'send single email' function the merging of the default template would sometimes not work. You can now reload & remerge the template.
• 2249 Fix: Export Contacts now also includes the Department field
• 2248 Fix: Data is not exported to Excel if CORP SQL data contains Null values
• 2247 Fix: When saving edits to a marketing campaign all other active campaigns disappear from the list view
• 2242 Fix: In task list the 'Delete' menu appears twice
• 2241 Fix: Timezone error when importing from Outlook
• 2237 Fix: The 'disable input fields' function does not work for all fields in Item Tracking module
• 2232 Fix: The merge process in Fax Preview did not function correctly
• 2231 Fix: Calendar display issue when changing the work hours
• 2228 Fix: When importing an email from Outlook TAB in Legrand CRM and creating a new Contact record on-the-fly the system correctly creates the Contact record but incorrectly assigns the email to the first contact record that starts with the same letter as the new contact

Release 5.1.22 - July 7, 2009

• New: Delete multiple Activity Notes in the Activity listing in the calendar module. (Is controlled by user permissions.)
• New: when logging in via a Terminal Server session the application will ask you to select your TimeZone rather than using the server's time zone setting
• New: when creating or rescheduling a calendar event the system now also checks for conflict with other Staff Participants and reports who has aconflict
• New: added support for MYOB ODBC driver 9.0
• New: Customer Service module: hyperlink from the Serial No field to the Item Tracking asset record
• Fix: when importing an Outlook email from the Outlook section within the Legrand CRM application the HTML data appears cut off
• Fix: Company screen; the last column in the CustService list was not sortable
• New: FinancePlus accounting link: added the 'Link to existing' function
• Fix: if you drill-down into an Item Tracking record and cancel the edits you can no longer drill-down again
• Fix: when drilling-down into Activity Note that contains HTML content, the content is clipped (5.1.21-C)

Release 5.1.21 - June 1, 2009

• New: Import Contacts & Companies now provides user-selectable duplication rejection rules
• New: right-mouse click menu items in Campaigns to add Calendar Event, Activity Note or Task for current Target/Respondent
• New: Opportunity list now provides a reporting range for Closed Opportunities
• New: improvements to graphical analysis of Closed Opportunities
• New: Label printing: added support for Avery label L7415, 10x2
• New: introduced a new icon and standard command name for 'Add Record' hyperlinks in all modules
• New: Sybiz accounting interface changes:-
     + Accounting Import wizard is now resizable
     + 'Select Customers' and 'Select Suppliers' buttons have been added to the Import screen
     + 'Export List' function has been added
  
• Fix: in the 'Add Activity Note for Multiple Contacts' screen the user-defined captions for Number1 and User1 fields were not active
• Fix: sort order for marketing Targets and Respondents
• Fix: Calendar listing in Cust Svc module: the 'Assigned To' and 'With' columns were reversed.
• Fix: when viewing a Closed Opportunity the 'Outcome reason' field was not displayed
• 2222: New - when creating an Activity Note for multiple contacts you can now link this to a CustService record
• 2218: Item Tracking - error when updating existing record that was converted from v4.6
• 2217: When sending email from Contact module if there is a problem with sending (eg invalid email address) the entire email message is lost and has to be retyped
• 2217 and 2166: When sending an email from CS module clicking on the TO or CC buttons brings up the Find Contact screen in the backgroudn rather than foreground.
• 2212: The "GoTo CustService" menu command does not work in Contacts module
• 2210: Importing Account Manager from a csv file was not working
• 2209: search criteria for Closed opportunities did not always include 'Date Closed' condition
• 2208: Opportunity list now provides a reporting range for Closed Opportunities
• 2207: Opportunity Search was not working for the Outcome Field. Value search for Outcome now contains drop menu with Won, No Sale & Lost
• 2206: Opportunity Influencers list is not refreshed when moving to another record
• 2205: Opportunity; when viewing Closed opportunities the 'Outcome reason' field was not displayed
• 2203: Opportunities Closed today are not appearing in the Opportunity list when selecting Closed.
• 2200 and 2146: Print Calendar week view
• 2198: The 'Add' button has been renamed 'Add Record' in Cust Service module
• 2197: Task list in Calendar module did not allow you to sort on Description
• 2196: User Permissions controlling data export were not applied to the 'Export List' menu button
• 2195: Opportunity 'Estimated Close Date' was not fully visible in the listing
• 2183: Screen label for Item Tracking purchase price did not rename
• 2182: Email Notification option for0 Cust Service re-assignment was not selectable
• 2174: When the Search screen resizes the 'Delete Search' button is not being moved
• 2168: Fix error importing identically named Sybiz accounting customer records
• 2162: Issue with selection filter when selecting 'Closed' opportunities, incorrect results would show
• 2159: Cust.Svc module - dropdown lists are refreshed each time you navigate to the module
• 2158: List Criteria Search Function in Contacts returned results incorrectly
• 2156: error when printing labels via Dymo printer
• 2153: Printing calendar's for multiple users not working
• 2132: Could not add logical fields to the search criteria
• 2112: Exporting closed opportunities within a date range produced wrong list
• 2111: When printing monthly view the screen would reset and display ONLY the last ticked name in the list.
• 2110: Oppportunity Task list now includes a column for 'Completed' status
• 2107: Update to Outlook from Contact was going to Marketing Campaign Selection rather than exporting the contact to Outlook
• 2106: The link to an ABM accounting function still had "Quickbooks" name in the text
• 2104: The Search function in Contacts module does not allow the logic fields to be added to the search criteria
• 2101: The FirstName and Lastname fields on the contact detail were reversed after an ABM accounting update
• 2100: Sort order of Activity List is lost when you delete a record
• 2099: Drill-down from Company module into a Closed Opportunity does not always go to the correct record
• 2057: error when printing contact labels for a Marketing Campaign

Release 5.1.20 - February 2009

• New: Telephony; Legrand CRM has now been integrated with Cisco UC500 telephony system
• New: Quickbooks accounting interface; now supports QuickBooks 2009 (USA, CA)
• New: "Assign Task to multiple Contacts" screen now also includes the Cust.Service field
• New: double-click on Opportunity Influencer record will take you to that contact
• New: right-mouse click menu for Opportunity Influencer let's you add a Calendar Event, Task or Activity Note for that Influencer
• NEW: the Task list in the Opportunities module now has additional checkbox column for Completed status
• Fix: ExportToExcel: empty dates are converted to NULL so they export correctly
• Fix: Company module; User Permission "Can Change Account Manager" is not enforced
• Fix: Customer Service module; 'number of records' is now displayed above the list
• Fix: Customer Service list moves to top of list after any edit to current record
• Fix: Customer Service module; renaming the 'Company Link' label did not work
• Fix: User Permission “Can Change Account Manager” is not enforced in the Companies module
• Fix: Sort by “Value” field in Opportunity List does not sort correctly
• Fix: Sort by “Est Close Date” in Opportunity list does not function
• Fix: Closed Opportunities, the heading on the Opportunity Number is incorrectly labelled “Outcome”
• Fix: Closed Opportunities: date range selection is not working
• Fix: Incorrect behaviour when issuing a “GoTo Opportunity” command from the Companies module or Contacts module
• Fix: error when right-mouse click in Opportunity list and selecting "Print Word Report"
• Fix: Error oData when printing Company Word report
• Fix: Dashboard, the Customer Service list of 'My Records' was using the 'Created By' field rather than the Assigned To field
• Fix: Contact User14 field is not shown as a drop-down list in the ‘New Contact’ form
• Fix: Contact User12 to User14 fields remain enabled when caption is set to “.”
• Fix: 'New Contact' form; some fields remained enabled when caption is set to "."
• Fix: 'New Company' form; some fields remained enabled when caption is set to "."
• Fix: when deleting the last Contact in a list the 'details' form did not clear
• Fix: when deleting the last Company in a list the 'details' form did not clear
• Fix: when drilling down into an ItemTracking record the window disappears in background
• Fix: An Item Tracking search condition that includes a Company keyword would always return no result
• Fix: Item Tracking; the list doesn't show the expiry date even though there is one
• Fix: Item Tracking - the date selection field would become inactive after a Search was executed
• Fix: Calendar; the heading of the Task list is missing the 'Status' and 'Priority' fields
• Fix: Calendar; the user-defined caption of the Task 'Status' field is not applied
• Fix: Calendar; time zone selection listbox is not sorted correctly by time difference
• Fix: the 'Select Contact' window did not fit inside a Task window
• Fix: ABM accounting interface: error with Customer Country field
• Fix: Pastel accounting interface; 'Link to existing' command now available
• Fix: Sybiz accounting interface; when importing or updating Address details from Sybiz a leading blank was being inserted in Lastname

Release 5.1.1210 - December 2008

• NEW: added Help menu item to access online video tutorials
• FIX: An Item Tracking search condition that includes a Company keyword would always return no result
• FIX: Item Tracking - the date selection field would become inactive after a Search was executed
• FIX: Contact search consisting of Contact Keyword and Company field produced wrong result

Release 5.1.1206 - December 2008

• FIX: label printing succeeds first time but fails on subsequent times
• Fix: error invoking Report Writer
• NEW: SMS functions (1) send SMS marketing message to a list of Contacts (2) send calendar appointment reminder via SMS note: requires an account with Legrand's Messaging Provider
• New: you can now associate personalized emails to a marketing campaign
• Fix: 'Invalid Path' error message appears on startup when Legrand CRM is installed on D: drive or when used in Terminal Server mode
• Fix: edits to Calendar Groups did not reflect immediately; deleting last User in a Calendar Group also deleted the Group definition
• Fix: when creating a new Opportunity the Actual-Close-Date was set to today; it should be empty.
• further enhancements to ABM interface:
  (1)new 'Create ABM Supplier' function
  (2)new config option to control whether all contacts or just the primary contact transfer from Legrand to ABM
  
• Fix: in ItemTracking in the Company Info section the Company 'Type' and 'Industry' fields were not displayed
• Fix: error message when attempting to 'Clear Contact' in an Opportunity. This function should not be available.
• Enhancement: new TAPI controller for enhanced support of phone systems and response to incoming calls (1) new TAPI ActiveX control provides better support for caller ID and VOIP systems, including support for mixed mode Voice+Data
  (2) new 'Incoming Call' screen provides more information and control over the call
  (3) new 'Outgoing Call' screen provides more information and control over the call
  
• MYOB accounting enhancements: (1) now supports MYOB ODBC v8 which is used by MYOB Accounting v12 (2) now uses read-only connection by default (which does not consume MYOB license)
  (3) switches to read-write connection if you execute a command that requires MYOB Write access
  (4) displays connection string when error 'connection string too long'
  
• Enhancement: now supports QuickBooks 2009 edition (USA)
• Sybiz accounting enhancements:- (1)Fixed: linking existing Legrand CRM company to existing Sybiz account
  (2)Fixed: Legrand CRM 'accounting type' field now currently displays Sybiz Customer or Supplier type
  (3)New: Legrand CRM 'accounting type' field is now searchable with QuickSearch
  (4)Fixed: Sybiz customer code is brought across to Legrand CRM
  (5)New: address mapping rule when transferring addresses from/to Sybiz
  (6)Performance increase when scanning Sybiz for accounts that have not yet been imported into Legrand CRM
  
• Removed redundant 'Synchronization' menu from File menu
• Fix: NOTES.USER1 caption in the 'Assign Activity Note to multiple Contacts' screen

Release 5.1.1030 - October 2008

• NEW: significant changes and additions to the ABM Accounting interface. Now supports the import of Products and Sales Transactions.
• Enhancement: MYOB interface now supports Accounting v12, which uses MYOB ODBC version 8.
• Enhancement: MYOB interface now also supports SN, MY, HK and US MYOB datafiles.
• Enhancement: new TAPI controller provides enhanced linking with phone systems. New user interface provides more control when making outgoing calls or responding to incoming calls.
• Enhancement: label printing has been updated to better handle multi-line addresses
• Enhancement: the Excel export of Contact or Company data no longer truncates the Notes/Comments data to 255 characters
• Enhancement: when hovering over a task in the Task List view in Calendar module the Contact details and phone numbers appear in a box
• Enhancement: when hovering over a Calendar event in the list view the event details appear in a box
• UI change: when creating a new Opportunity you no longer have the ability to define a new sales process
• Fix: QuickSearch has been added on the ZIP code field of the Contact personal address
• Fix: QuickSearch has been added on the 'Contract price' field of an Item Tracking record
• Fix: QuickSearch on Opportunity Manager was in fact executing on Last Modified By
• Fix: error when exporting list from Calendar events tab in the Contacts module
• Fix: document listing in Company module now sorts correctly by date
• Fix: the calendar list in Company and Contacts module returns no data when selecting date range='All'
• Fix: error when editing an existing Contact or Company record that contains a ' , e.g. as in O'Brien
• Fix: QuickSearch on a name that contains "'" (as in O'Brien) did not return any results
• Fix: in Item tracking module, a search on Serial No always returned nothing
• Fix: in Item Tracking module, the warranty date was not displayed in the list view
• Fix: When in Daylight Time and creating a record i/t future in Standard time it created the record 1 hr too early
• Can't perform QuickSearch on Contact Lastname when no Contact selected
• Fix: import of Company User07, User08 and User09 lookup fields
• Fix: deleting a Company document did not delete it from disk
• Fix: When in Day view in the Calendar and you then go to another module and then return to the Calendar the Task list is no longer visible
• Fix: in ItemTracking in the Company Info section the Company 'Type' and 'Industry' fields were not displayed