PRO Edition version history

Note: There may be a discontinuity in version numbering because some minor updates were not made publicly available; their changes are incorpoarted in the subsequent update.

• Coming on August 25... Update v5.2 with over 30 enhancements and fixes
• v5.1.27 released April 19, 2010
• v5.1.26 released February 10, 2010
• v5.1.25 released December 30, 2009
• v5.1.24 released November 30, 2009
• v5.1.23 released October 31, 2009
• v5.0.22 released July 7, 2009
• v5.0.21 released June 1, 2009
• v5.0.20 released February 2009
• v5.0.19 released December 2008
• v5.0.16 released November 2008
• v5.0.15 released October 2008
• v5.0.09 released September 2008
• v5.0.08 released August 2008
• v5.0.07 released July 2008
• v5.0.06 released June 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

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

• 2274 (PRO only) Fix: No data is returned in Calendar Task List when criteria are "Task Completion=Both" or "Task Completion=Completed"
• 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 synchronizing data local changes to marketing Targets and Respondents are not uploaded to the Master database
• Fix: when exporting an 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
• Fix: when performing an ADD or REMOVE from Worklist operation only every second record was being added/removed. (error introduced in 5.1.23)
• 2263 Fix: After the PRO 5.1.23 upgrade the calendar no longer returns any results for a Day View; i.e. in the 5-day view you can see several appointments for Today, but when you click on the Today view no appointments are shown
• 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

• 2263 Fix: After the PRO 5.1.23 upgrade the calendar no longer returns any results for a Day View; i.e. in the 5-day view you can see several appointments for Today, but when you click on the Today view no appointments are shown
• 2261 Fix: When selecting a series of Contacts to be removed from the current worklist not all the unwanted contacts are removed.
• 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! 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! The User listing in Calendar is now sorted on Lastname
• 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
• 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
• 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 5.0.22 - July 7, 2009

• New: Delete multiple Activity Notes in the Activity listing in the calendar module. (Is controlled by user permissions)
• New: Cust Svc module: hyperlink from the Serial No field to the Item Tracking asset record
• New: added support for MYOB accounting ODBC driver 9.0
• Fix: if you drill-down into an Item Tracking record and cancel the edits you can no longer drill-down again
• Fix: can not perform search on Manager ID and any field using Lookup IDs
• Fix: search in Item Tracking: ContractType = 'xxx' OR ContractType='yyy' produces wrong results
• Fix: error when email notification window appears on a Customer Service assignment
• Fix: FinancePlus accounting: 'Link to existing account' function
• Fix: Task reminder time not correctly displayed (error introduced in 5.0.21-A)

Release 5.0.21 - 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: Dashboard - the preference setting for Opportunities display was not being used
• 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: in the Task window clicking on the Contact and selecting 'Go To Contact' would sometimes cause a freeze
• 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
• 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 did 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.
• 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 in contacts does not allow the logic fields to be added to the search criteria via the Add to List button
• 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 5.0.20 - February 2009

• NEW: added Help menu item to access online video tutorials
• New: Quickbooks accounting interface now supports QuickBooks 2009 (USA, CA)
• New: "Assign Task to multiple Contacts" screen now also includes the Cust.Service 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
• 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: Error oData when printing Company Word report
• Fix: when drilling down into an ItemTracking record the window disappears in background

Release 5.0.19 - 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
  
• Fix: label printing succeeds first time but fails on subsequent times
• Fix: 'Invalid Path' error message appears on startup when Legrand CRM is installed on D: drive
• Fix: error in PRO v4.6-to-v5.0 upgrade routine affected display of Opportunity process
• Fix: in ItemTracking in the Company Info section the Company 'Type' and 'Industry' fields were not displayed
• 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 (USA, AUS, NZ, UK, Singapore):
  (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'
• QuickBooks enhancement: now supports QuickBooks 2009 edition (USA)
• Sybiz accounting enhancements (AUS, NZ, UK, IRL):-
  (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

Release 5.0.16 - November 2008

• 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: the 'Imminent License Expiry' message in the Login screen has been made much more visible
• Security: Legrandv5.dot Word macro file has been digitally signed with a new certificate
• Fix: label printing error "Variable _REPORTOUTPUT is not found"
• 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: in Companies module, right-mouse click on a Contact and select menu 'Assign > Assign to Marketing campaign'
• 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: import of Company User07, User08 and User09 lookup fields
• Fix: deleting a Company document did not delete it from disk
• Fix: when setting the caption of a checkbox to "." the system did not disable the checkbox
• Fix: when creating a new product and clicking on the Select Supplier button the Company selection screen was hidden behind the New Product screen
• Fix: error "lnOpprefNumber not defined" when executing restricted synchronization

Release 5.0.15 - October 2008

• New: User preferences for Dashboard display and Windows sizes are remembered from session to session on the same computer
• New: the Legrandv5.dot Word template has been digitally signed
• New: changes to layout of Item Tracking record
• New: Web Capture now supports creating a new Sales Opportunity
• Enhancement: Web Capture now supports the assignment of Contact and Company keywords
• Enhancements to QuickBooks accounting interface:
  - now handles special characters ('&') in address lines
  - improvements to address mapping and import
  - now provides QB error log when QB XML request not processed
  - ability to Disconnect and Resume the connection to QuickBooks
• Enhancement: now supports ABM Accounting 2008 edition
• Enhancement to FinancePlus accounting interface
• bug fix: closing the legrand CRM via X close button would sometime cause an error
• bug fix: Opportunity list would have error if opportunity value not specified
• bug fix: errors in import wizard
• bug fix: error with menu command 'Assign to Campaign' in Company Contact list
• bug fix: 'acyWebLinks' in Company detail menu
• bug fix: Sybiz accounting financial summaries
• bug fix: error message 'CRM_CONTACTSALUT' when using TAPI to respond to incoming phone calls
• bug fix: the Computed Address wasn't being computed properly for mail-merge
• bug fix: local DataDictionary table was growing in size after every synchronization
• bug fix: Disappearing windows.
  Sometimes the popup window for task, Activity Note or Calendar event would disappear behind the main window
• bug fix: when searching for a Contact Name the search list does not highlight the matching contact record in the list
• bug fix: when synchronizing an opportunity created on local DB the OppRef number is wrongly created
• bug fix: Selecting Probability numbering sequence 1,2,3,4,5,... was not working
• bug fix: could not specify Est Close Date when creating new opportunity
• bug fix: Deleting an Influencer in opportunity
• bug fix: Search by Probability did not allow you to specify "Greater than" or "Less than" condition
• bug fix: Opportunity list did not include stage numbering for anything but the default stage
• bug fix: the function 'Create List of Contacts' was not working in Opportunities
• bug fix: error "Property CRM_CONTACTEMAIL is not found" when sending email from Cust Service module
• bug fix: error message when deleting Product
• bug fix: sending email direct from Legrand CRM did not correctlt handle CC:
• bug fix: exporting Item Tracking records had error when one of the item records is not linked to a Company record
• bug fix: could not print labels for Targets or Respondents in marketing campaign

Release 5.0.09 - September 2008

• Changes to Calendar interface: new interface for displaying Event, Task and Activities lists
• User configuration settings for calendar display are now working again
• Fixed problem in CSV import wizards
• Fixed problem in Opportunity Search function
• Fixed: sending email always went via Outlook irrespective of User Preferences
• Removed duplicate names from default captions
• Fixed: some user-defined screen captions were not working
• Fixed: 'Primary Contact' status was lost when making an Edit to a primary contact
• Fixed synchronization issue affecting campaigns module
• Fixed problem adding images when using Vista
• Fixed error assigning to incorrect Contact when importing multiple emails via Outlook module
• 4.6 to 5.0 upgrade routine has been enhanced to check validity of record IDs
• Fixed error assigning to incorrect Contact when importing multiple emails via Outlook module
• Fixed error when sending email to multiple contacts. (Non-personalized email)
• Added ability to specify Probability when defining Opportunity Stage
• Fixed error not saving Staff Participants when editing a recurring calendar event
• Fixed problem invoking Help file
• QuickSearch on company accounting data is now possible
• Fixed missing Quicksearch function on several Contact user fields
• Fixed error with Customer Service mail-merge templates
• Fixed login screen error: when selecting a different datafile the system still uses the user login accounts of the previous datafile
• Fixed error message when changing Account Manager for Contact without company
• When having more than 10 Stages in opportunities, error "Alias not found" when going to Analysis view
• You can create a Calendar Event with NO company and contact but linked to an Opportunity. This, however, created an error when displaying the list of Calendar Events for that opportunity
• When an email is sent to Target/respondent of a campaign the system now correctly links the resulting Activity record to that campaign
• Using the [#Contact_Company_Department#] merge code was producing the wrong output

Release 5.0.08 - August 2008

• added support for MYOB accounting using ODBC 7.0 driver (USA, UK, AUS, NZ)
• fixed error importing customer accounts from QuickBooks 2008
• fixed error exporting to Outlook from Calendar event list
• fixed error printing Calendar event list
• fixed error exporting Contact to Outlook from Company's Contact list
• fixed display refresh error for Opportunity's 'Current Stage Notes'

Release 5.0.07 - July 2008

• adds support for MYOB accounting (USA, UK, Australia, NZ)
• fixes error in Month-To-Date sales calculation for ABM Accounting (Australia / New Zealand)
• 5.0 licensing system now supports Server Licences for Terminal Server / Citrix environments
• significant performance enhancement in Calendar
  Note: to obtain the speed improvements you need to perform a Cleanup & ReIndex operation in System Administration
• added support for QuickBooks 2008 (USA)
• added support for Avery DL24 and DL30 A4 labels
• added support for Sybiz accounting(Australia / New Zealand)
• added Help menu links to new online Support Knowledgebase
• added missing Company & Contact details in export of Opportunities
• added X symbol in the list display to identify Item Tracking records that are marked InActive
• fixed mailmerge template for Customer Service records
• fixed occassional 'ole error' when clicking on View Map
• fixed intermittent error when Adding an image to a Contact
• fixed 'Assigning Campaign to Opportunity'
• fixed 'Go To Opportunity'
• fixed error when Adding an Item Tracking record from Contacts module
• fixed error when adding text to an automatic notification email
• fixed error when drilling-down into a Task from the Opportunity module
• fixed error when re-activating a Closed Opportunity
• fixed issues with Update To/From Outlook function

Release 5.0.06 - June 2008

• fixes to Search and QuickSearch functions in all modules
• incremental search in Company list now works again
• Restricted Synchronization works
• Synchronization now includes screen definitions and text field redefinitions
• fixes to the Upgrade routine. Also, the upgrade routine now checks that there is at least one user account of type 'Admin' and, if not, sets all 'Public' user accounts to 'Admin'
• Dashboard: default settings for 'new Companies' and 'new Contacts' are now set to 'All Records' and 'This Week'
• QuickBooks UK, Australia and Canada editions are now supported
• Import QuickBooks inventory items and sales transactions (QB USA only)
• fixed error in Link to existing QB account
• ABM accounting system now supported (Australia & New Zealand)
• fixes to the Transfer To/From Outlook function for tasks and calendar events
• Drag & Drop for Document attachments: you can drag documents from the Search Document screen and drop them as attachments in the Legrand Send Email screen.
• Images are available in the Contacts, Item Tracking and Products screens. Fixed error that occured when performing right-mouse click on Image.
• new Import Holidays function in System Administration enables you to import public holidays for a number of countries (USA, AUS, NZ, UK and European countries)
• when editing an existing Activity Note that has a document attachment the system will now correctly move the attachment if the Activity Note is assigned to a different Contact.
• Opportunity list now includes the Ref # field.
• fixed login error message "impprofile.dbf not found"
• the go to Google Map function in the Company screen now uses the first two lines of the address field plus the City, State, Code and Country fields to bring up Google Map at that location.