----------------------------------------------------------- Opportunityt List Plus README.TXT Copyright (c) 2010 Durkin Computing ----------------------------------------------------------- CONTENTS ----------------------------------------------------------- This README.TXT file describes Opportunity List Plus version. OpportunityList Plus in now installed in ACT! Launch ACT! and click on the Opportunity List view to see OpportunityList Plus enhanced features. ----------------------------------------------------------- ------------------------------------------------------------- ADDED: A preference that can be set for the default srting to be merged onto a document when the field is empty. The default value is an ten space underline FieldValue.WhenEmpty ___________________ ------------------------------------------------------------- FIXED: When generating a document if the field was empty somtimes the word document would read: "Error! No document variable supplied" The document engine now uses the FieldValue.WhenEmpty ( See above ) ----------------------------------------------------------- RELEASE 3.0.4.24 ( 5/14/2010) ------------------------------------------------------------- FIXED: When adding an opportunity in ACT 2009 the opportunity was sometimes duplicated. ----------------------------------------------------------- RELEASE 3.0.4.21 ( 4/25/2010) MAJOR RELEASE ----------------------------------------------------------- This is a major upgrade of OLP. Supports new features in ACT 2010 as well as previous versions of ACT 2008 and 2009. - Redesigned User Interface - Speed improvments - Supports for customizable fields in ACT 2010 - Add OLP to the Contact Details tab - Update/change multiple fields at once - Advanced Query builder supports unlimited criteria - redesigned toolbar for quicker access to common features - Support AGE on any date field - Next Number generator from anywere inside ACT! - Auto Refresh - Duplicate columns - Usefull for AGE reports - Date, DateTime and Time are now supported when merging a document. FOr more information regarding feature sof v3 please see this page: http://durkincomputing.com/ACT-Addons-OpportunityListPlus.aspx '----------------------------------------------------------------------------- ADDED: An option to display "Opportunity List Plus" in the details view in ACT! such as; Contacts, COmpanies, Groups and Opportunities views To turn ON 1- Go to the TOOLS menu and select DURKIN OPPORTUNITY PLUS 2- Click on the GENERAL tab 3- Add/remove checksmarks from the detail view section ----------------------------------------------------------- RELEASE 1.0.2.3 ( 3/35/2010) ----------------------------------------------------------- [FIXED] the opportunity list was coming up empty in earlier version of ACT!. ----------------------------------------------------------- RELEASE 1.0.2.2 ( 3/20/2010) ----------------------------------------------------------- [UPDATED] Supports the new DLL when installed with other Durkin addons such as Task List Plus, Calendar View plus and The Durkin Toolkit If you have installed any of these other addons then you need to install this update. ----------------------------------------------------------- RELEASE 1.0.0.93 ( 4/30/2009) ----------------------------------------------------------- [FIXED] 1904 Installation error and 1905 Uninstallation error. ----------------------------------------------------------- RELEASE 1.0.0.92 ( 4/2/2009) ----------------------------------------------------------- [ADDED] Configuration support for Terminal and Citrix servers. Launch the file "Durkin.Common.ServerConfig.v3.exe" found in the Plugins folder to access. This window allows you to selected which users in the database have access to this plugin. ----------------------------------------------------------- RELEASE 1.0.0.91 ( 4/16/2009) ----------------------------------------------------------- [ADDED] Recompiled using Toolkit technolgy. Some forms now use the new functions like: Group By Appearances Edit Column [Added] A ribbon on the Print Preview form ----------------------------------------------------------- RELEASE 1.0.0.90 ( 3/30/2009) ----------------------------------------------------------- [ADDED] Date, DateTime and Time are now supported when merging a document. Previous builds would always show DateTime [ADDED] Allow users to select multiple item without refreshing the list each time. [ADDED] Fixed a bug in ACT 11 were ACT was not saving when multiple contacts were selected on an opportunity. [ADDED] "Select Multiples" from the right-click popup menu. This allows users to open a select filter window that does not refresh the Opportunity list until the window is closed. [Fixed' an issue with date columns on International version (Non-US). Dates from the Contact Table greater then the 12th of the month were not being displayed. [ADDED] - Added the ability for the word table to auto-expand depending on the number of Line Items "Auto-expand the table on the template to fit all line items" [FIXED] When adding line items such as "Discount' and "Adj Price' onto the template it was not merging correctly. [FIXED] The merge engine is not sensitive to the width of the columns. [FIXED] OLP was always defaulting to Microsoft Word processor and not ACT Native word processor. [FIXED] OLP when field 9-16 was set to a contact field that was a date OLP was thoring an error. This has been fixed [Changed] Allow OLP users to deselect a dropdown if the dropdown is set to LIMIT TO LIST. [Changed] Allow OLP to user a different internal table that would hold a new set of products. This table could assign many fields like notes and such.. Add a new NOTES field PER LINE ITEM that would be internal. This would greatly help when geneating quotes since it would be only internal notes per line item rather then notes per opportunity. This new table could 'link' to QuickBooks" or other 3rd party products This new table could manage its own import/export routines. [Changed] The 'Discount' field was defaulting to Currency when it should be a percentage. This behavior has been changed [Added] The ability to add the 'AdjPrice' or 'DiscountPrice' field onto the template. [Added] The ability to add a duplicate custom column to the list This allows the user more flexibility when reporting, colorizing and generally managing the list. I.e. You can add a duplicate column from the DateModified field. One of the fields would be displayed as a date "07/07/2008" while the second field could be displayed as just the month "JulY" ( Format MMM ) NOTE these format clauses are outlined on "Basic number formatting specifiers.doc" [Added] The ability to Create a Lookup Select multiple rows from the custom list then right-click to open the popup menu. From this menu select "Create Lookup" NOTE - Create Lookup reversed is also available. This will create alookup of contacts that are not selected. This means you can select all the rows then do the Create Lookup Reversed to select all contacts that do not have any entry in this list. [FIXED] When you deleted an opportunity from the contact details window it was not being removed from the opportunity list until the next refresh. This has been fixed. [FIXED] when you edit an opportunity from the 'Contact details' window ACt's native 'Edit Opportunity" window came forward. This has been corrected in ACT! 10.2 [FIXED] when you right-click on the opportunity list, the menu item "Edit Estimate CLose Date" is now avaiable [FIXED] Users can not find 'custom opp fields' when inside our Word Add-on because we list those fields as "Custom Field1", " CustomField2" ect. [FIXED] When editing an opportunity with a custom field formatted with a data entry mask like "##/##/####" OLP was throwing an error when saving This has been fixed in version 10.2 and was previously fixed in 9.0 ACT 10.0 and 10.1 used a different routine so there was not error on those builds [Added] When printing "Make a separate and unique document for each contact" ON This option will loop thru all the attached contacts and make a document using each contacts information. OFF All documents will use the first contacts information. [FIXED] The toolbar preferences were not saving. [ADDED] When exporting to excel OLP now asks the users where to save the "Export.XLS" file ------------------------------------------------------------- ----------------------------------------------------------- RELEASE 1.0.0.80 ( 2/25/2008) ----------------------------------------------------------- ADDED: When using ACT's internal word processor the contact name was displaying as "TESTERTEST" CHANGED: You can now go up to 4 decimal places when entering a price. Please set the field from "Currency" to "Genral" then you can increase the decimal places to 4. FIXED: If there is a space before LABEL on the INFORMATION TAB OLP now trims any blank space from the ACT schema FIXED: Users could not clear the "Closed Date" when editing an opportunity. FIXED: If any fields in the Opportunity Table set to "LIMIT TO LIST" OLP was throwing an error when the text does not match an item in the list. ADDED: CUT, COPY & PASTE shortcut and popup menu when editinig the Notes/Details field ----------------------------------------------------------- RELEASE 1.0.0.70 ( 1/29/2008) ----------------------------------------------------------- ADDED: Support for Microsoft Word 2007 ribbon bar. ADDED: Support for Microsoft Vista UAC installations. CHNAGED: Redesigned the "Column Details" window now called the "Format Column" window. This window is accessed by right-clicking on the column header then selecting COLUMN FORMAT from the popup menu. This window now supports: - Multi-line function for the header text. - Up/down spinner for the decimal length FIXED: When saving a Numeric Opp field OLP was throwing an error. Only happened in ACT! 10 FIXED: When changing a dropdown field like 'Status' in the list view edit mode the opportunity was not being updated correctly. Only happened in ACT! 10 FIXED: When saving a Date Opp field OLP was throwing an error Only happened in ACT! 10 FIXED: When OLP was grouped and the user Double-clicked OLP would throw an error. FIXED: When adding a new opp series using an ACT field, OLP would default to "Auto-Increment" rather then using the ACT field's text. "<>" Fixed: When ACT database was re-index it would remove the activities from the opportunity list. The activity link was being broken but the activity was never removed from the database. Fixed: All Attached activities to an opportunity are now backed up and restored using the ACT BackUp feature. FIXED: When adding activities some were displayed twice. This was because ACT issues an "Invitation" when a user creates a new activity "on behalf" of another user. OLP was displaying the "invitation" ----------------------------------------------------------- RELEASE 1.0.0.60 ( 12/18/2007) ----------------------------------------------------------- ----------------------------------------------------------- FIXED: OLP was not loading the last user saved layout when switching between databases. ----------------------------------------------------------- ADDED: Decimal placement when formatting a column. This option also changes the printing option. NOTE ' The Right-click popup menu text was changed from "Edit Column" to "Format Column" ----------------------------------------------------------- FIXED: OLP was not calculating the SubTotal column correctly. It was excluding the quantity field. ----------------------------------------------------------- FIXED: OLP was not refreshing the Drill-Down products when the list was expanded ----------------------------------------------------------- FIXED: If you double-clicked on an expanded row to edit the opportunity, the SAVE button would throw an error the first time you clicked it. ----------------------------------------------------------- CHANGED: OLP now uses the current contact when creating a new opportunty. It was using the contact(s) from the select oppotunity in the Opportunity List View. NOTE: To Use the selected Opportunity contacts please "Duplicate" the opportunity. ----------------------------------------------------------- FIXED: OLP was throwing and error in ACT 10.1 when clicking on the Associate Groups and COmpanies buttin [...] ----------------------------------------------------------- FIXED: OLP was not updating/removing the selected contacts correctly in ACT 10.1 ----------------------------------------------------------- CHANGED: Export now supports Drill-Down rows in the opportunity list. Using "Export to Excel" or "Export to Excel with Color" icons uses the new methods. Using "Export to" then selecteding Excel will use the older method ----------------------------------------------------------- FIXED: OLP was not exporting to XML correctly. ----------------------------------------------------------- Release 1.0.0.50b ( 11/27/2007) ----------------------------------------------------------- FIXED INSTALLER. It was not delivering a preference file for ACT 2007 under some conditions. The user would not see OLP in the ACT interface and would receive a message that OLP was not running upon exiting ACT. ----------------------------------------------------------- Release 1.0.0.50a ----------------------------------------------------------- ----------------------------------------------------------- FIXED INSTALLER. It was not delivering a license file on some workstations. This was causing a small dialog box to apprear when editing an opportunity. ( Only on ACT 2007 versions) FIXED INSTALLER. When upgrading to ACT 10 the installer was not overwritting the older OLP shared libraries files. ( Best practice is to Uninstall then Reinstall OLP after upgrading to ACT 10 ) ----------------------------------------------------------- Release 1.0.0.50 ----------------------------------------------------------- ----------------------------------------------------------- FIXED: A data specific bug. If the user had a non date value entered in one of the custom (1-9) fields then set the data entry pattern to ##/##/#### the system would throw an error. ----------------------------------------------------------- FIXED: A preference bug. When creating a new opportunity the system would throw an error. The work around was to go to the ABOUT wiindow and change the "Next Number" option. ----------------------------------------------------------- ADDED A TOOLBAR IN WORD This toolbar is the same as the previous pull down menu but Adobe Acrobate was overwritten WORD Add-on menus. So We added the toolbar to access our Word Add-on features. ----------------------------------------------------------- Release 1.0.0.45 ----------------------------------------------------------- ----------------------------------------------------------- CHANGED INSTALLER. The installer now handles ACT versioning: ACT 2008/10 delivers OLP version 1.0.0.45 ACT 2007/9 delivers OLP version 1.0.0.44 ----------------------------------------------------------- FIXED: OLP was not showing the customized Opp field 1-8 names in the 'Select Fields" dialog box. ----------------------------------------------------------- FIXED: ACT was not responding when minimized or ACT hung up. This was being caused by OLP and has been corrected. ( You may also try changing the VIRTUAL MODE setting. Go to TOOLS amd select OLP, the remove the VIRTUAL MODE checkmark ) ----------------------------------------------------------- ADDED: Added a toolbar in WORD for the DURKIN ACT stuff ----------------------------------------------------------- FIXED: The pulldown menu in WORD was being overwritten by our good friends at adobe. This has been corrected. I hope adobe plays nicer on thier next version. ----------------------------------------------------------- FIXED: When using CTRL+V to paste text into the description and Notes fields OLP was not saving changes until the user manuallay entered text. This has been Fixed. ---------------------------------------------------------- ADDED: When using the +/- ( Expand/Collapse ) icons on the OLP toolbar they now expand/collapse any Drill-Down records/fields. ---------------------------------------------------------- CHANGED The behavior of the PrintPreview screen. It now holds all the Expended and Collapse rows positions. To Print all Rows Expanded you need to close the Preview window and click on the "+" icon on the OLP toolbar ---------------------------------------------------------- ADDED: You can display the Prodcut List by either PRODUCT NAME or ITEM NUMBER. Right-Click on the product list to get to the popup menu then select DISPLAY PRODUCTS BY... ---------------------------------------------------------- FIXED If the database had no products then OLP would not display any opportunities. ----------------------------------------------------------- Release 1.0.0.35 BETA ----------------------------------------------------------- The same installer now handles which version of ACT! is installed then delivers the required DURKIN.DLL files. ----------------------------------------------------------- Release 1.0.0.33 BETA ----------------------------------------------------------- Recompiled for ACT 10. The installer now handles which version of ACT! is installed ----------------------------------------------------------- Release 1.0.0.32 BETA ----------------------------------------------------------- ----------------------------------------------------------- ADDED: The ability to attach documents to the contact. We have added additional options to the Create Document window (shown below) There are two types of action you can also perform to the template Before Attaching: Convert to RTF Convert to DOC Convert to PDF After Attaching: Open document (uses Word or ACT’s or Adobe Reader if PDF) Open Email (uses Outlook, ACT or Microsoft Mail for ACT 10) Also - Attaches the document to the email Pre-fills in the email body and subject ---------------------------------------------------------- ADDED: When editing the Details/Notes field you can now Right-Click to access the CUT, COPY & PASTE menu ---------------------------------------------------------- ADDED: Durkin VERB now looks in either the first or second row of a table for the <> Field codes: This allows the users to remove the first row header if desired. ---------------------------------------------------------- FIXED Durkin VERB now dynamically looks in the table columns for the field codes. It would throw an error if you had less then 5 columns. ---------------------------------------------------------- ADDED: The ability to change the decimal places in the Quantity field To change open the 'Config.xml" file in "..Durkin Computing\Durkin.Common.DocEngine" Locate the "Quantity.DecimalPlaces" Change the from "N2" to "N0" for zero decimal places ---------------------------------------------------------- ADDED: Over-ride the CREATE OPPORTUNITY on the Companies and Groups views. ----------------------------------------------------------- ADDED: A new filter panel for Products. Filtering by products will cause opportunities to be filtered if it does not contain a selected product in the filter panel. NOTE - Individual product line items per opportunity are not filtered. The entire Opportunity if filtered if it does not contain any selected products in the filter panel. ----------------------------------------------------------- ADDED: Adding an Product or Service item which is suffixed by a date in brackets will cause the current Opportunity Estimate Close date to be updated with the date value from this product number/ NOTE- Product ITEM NUMBER field should read "BCH-112001 (12/25/2005)" were the last digits are the date surrounded by “(“ and “)” ---------------------------------------------------------- ADDED: ACT now uses the OLP 'Edit Opportunity' window when editing from the contacts, companies or groups windows ----------------------------------------------------------- ADDED: Four additional auto-calculted columns supporting activities Activity Duration Open Total hours of all activities attached that are still OPEN. Activity Duration Close Total hours of all activities attached that are CLOSED Activity Duration % Duration percentage of closed activities (CLOSED/OPEN) Activity Count Open Total count of all activities attached that are still OPEN. Activity Count Closed Total count of all activities attached that are Closed Activity Count % Total percentage of closed activities (CLOSED/OPEN) ---------------------------------------------------------- SPEED: Startup speed has been greatly improved using multi-threading technology. 15,000 record improvement by 20x ---------------------------------------------------------- SPEED: OLP now handles large lists by using virtual memory and multi-threading technologies OLP refresh 1.0 15,000 records = 320 seconds OLP refresh 1.0.1 15,000 records = 15 seconds "Virtual Mode" does not support color rules. When the list is in this mode the background will be a light blue color and no color rules will be applied. ---------------------------------------------------------- SPEED: The list does not need to completely refresh when: Adding New Opportunities Editing Opportunities Deleting Opportunities ---------------------------------------------------------- ADDED: The list now supports Multi-Select. ---------------------------------------------------------- ADDED: The ability to delete multiple Opportunities. ---------------------------------------------------------- ADDED: The ability to shift, control click or mouse drag to select multiple rows when tagging ----------------------------------------------------------- CHANGED: When creating a lookup OLP will use the entire list unless the user has selected multiple rows. Under those conditions OLP will ask the user to lookup just selected rows or all rows. ---------------------------------------------------------- ADDED: When Duplicating an Opportunity you can use the "Same Name" button ---------------------------------------------------------- ADDED: You can now Filter and Customize the columns when adding a products / line items ----------------------------------------------------------- ADDED: Type ahead functionality in the "Item #" field when adding a line item to the Opportunity When changing the Item# the Name is now updated When changing the Name the Item# is now updated ----------------------------------------------------------- ADDED: Add a checkbox to automatically add the document to ACT! ----------------------------------------------------------- ADDED: Preferences to save the PageSize and Margin Settings ----------------------------------------------------------- ADDED: A Configuration setting for the default "Estimate Close Date" By default this date is set 30 days in the future. You can change this manually by editing the "Config.XML" file located at : "My Documents\Durkin Computing\Durkin.Views.OpportunityList\Config.XML" The example below changes the date to 7 days in the future DefaultDueDateAdvance 7 ----------------------------------------------------------- ADDED: A switch for the "Next Number ( Automatically Generated )" window By default this window to select the next number from a series opens each time you add a new opportunity. You can turn off this option by going to the TOOLS menu and selecting "Opportunity List Plus" then removing the check mark from the switch ----------------------------------------------------------- FIXED: ADT templates are now being saved with ".doc" extension. TPL templates are now being saved with ".wpa" extension. ----------------------------------------------------------- FIXED: ADT templates were not being edited in MS Word. This was causing the to be skipped when merging. ----------------------------------------------------------- FIXED: Editing the Detilas field on the list was not working ----------------------------------------------------------- FIXED: When A field is a character and the Input Mask is set to a date "##/##/####" The date drop down was not available when editing in hte list ----------------------------------------------------------- FIXED: Field labels on Information tab were not correct ----------------------------------------------------------- FIXED: Creating a history every time the Opportunity was 'saved' ----------------------------------------------------------- FIXED: When adding products it was always sticking to the last bundle. It now sticks to "ALL" when adding single items. ----------------------------------------------------------- ADDED: Colored Progress Bar for the "Activities Closed Percentage" column The Progress Bar defaults to Red unless you change the Header To change the color of the progress bar follow these steps: 1. Right-click on the column header 2. Select EDIT COLUMN 3. Click on the MORE button 4. Expand the HEADERSTYLE section 5. Select the BACKCOLOR Select a BACKCOLORGRADIENT is desired 6. Click OK, then click OK again. Note to Remove the Text from the Percentage Bar remove the font from the HEADERSTYLE ----------------------------------------------------------- ADDED: Two new columns holding percentage Gross Margin Percentage Activities Closed Percentage Bar ----------------------------------------------------------- FIXED: Reset layout was not resetting the layout ----------------------------------------------------------- ADDED: The ability to change labels on the "Edit Opportunity" window The ability to rename or Hide the Tabs on the "Edit Opportunity" window The ability to globally change "Opportunity" text to "YourTextHere" The ability to change the 'Status" drop downs using Durkin.UI.Toolkit add-on ----------------------------------------------------------- ADDED: Added the product field "Item Number" to the 'Product Selector" window. This list now shows "Product Name ; Number ; Price " ----------------------------------------------------------- RELEASE 1.0.0.0 ----------------------------------------------------------- ----------------------------------------------------------- DONE: Allows users to use the standard "Multi-Select" drop down in ACT! This would be on the ACTTextBox control in durkin.Classes ----------------------------------------------------------- DONE: Allow users to create a NEW column so wer can add columns like: WEEK ( derived from any date column ) MONTH ( derived from any date column ) YEAR ( derived from any date column ) ----------------------------------------------------------- DONE: How to set Multi-Line product description. 1. Open the "EDIT OPPORTUNITY" window 2. Click on the PRODUCTS / SERVICES tab 3. CLick on the CUSTOMIZE COLUMNS icon on the toolbar 4. Select the NAME column and click on DETAILS 5. Change WORDWRAP to TRUE 6. Change MAXLINE to 3 6. Change MINLINE to 2 ( Optional ) 7. Click OK 8. Click OK Now enter a very long description. When you TAB off the ------------------------------------------------------------ DONE: Multiple Activities per Opportunity ------------------------------------------------------------ DONE: In-Line Edit Mode ------------------------------------------------------------ DONE: Filters just like CVP ( Add a new Panels ) ------------------------------------------------------------ DONE: Re-assign Opportunities to another user ------------------------------------------------------------ DONE: Whan adding a new Opportunity Allow the users to user a field from the contact table as the new Opp Name ie. new opp name = = "123 Main Street" or "+Opporunity" = "123 Main Street Opportunity" ------------------------------------------------------------ DONE: Auto-Fit Scroll bars are not showing ------------------------------------------------------------ DONE: Freeze Columns on the far left of the list ------------------------------------------------------------ DONE: Open/Add a new Opp from the Contact Details window. ----------------------------------------------------------- DONE: Allow users to change "opportunity" to: Orders, Work Orders, Invoices, Sales, Quotes, Job Numbers, etc... ----------------------------------------------------------- DONE: Duplicate Opportunity ----------------------------------------------------------- DONE: Auto Increment Opportunity names ----------------------------------------------------------- DONE: Type Ahead when viewing a list of field in ACT like Customize Columns. ----------------------------------------------------------- DONE: If your not connected to the internet then OLP does not go into DEMO MODE ----------------------------------------------------------- ADDED: Duplicate Opportunity under the Right-Click on toolbar dropdown ----------------------------------------------------------- 0.0.0.412 BETA RELEASE ----------------------------------------------------------- ----------------------------------------------------------- INSTALLER ERROR - Place the file DURKIN.COMMON.CLASSES.DLL next to DURKIN.WORD.ADDIN.DLL ----------------------------------------------------------- DONE: ERROR switching between databases Forrest. ----------------------------------------------------------- FIXED: IF there are no OPPORTUNITES you get an error. ----------------------------------------------------------- DONE: Double click add an items. rather then makin gthe users select then click the ADD button. Then re-open the Add window for every item they need to add. ----------------------------------------------------------- DONE: Changed "SETS" to Bundles ----------------------------------------------------------- FIXED: WHEN you uninstall/reinstall the templates are removed! ----------------------------------------------------------- DONE: I wish ACT! could assign invoice numbers. ----------------------------------------------------------- DONE: Duplicate an Opportunity from an existing opportunity -------------------------------------------------------- DONE: Opportunities have tasks associated to them, Pull from the Task list.