Changes in Lawn and Pest Assistant III
Since
version 3.14 was mailed, 4/11/08
|
Change |
|
|
4/17/08 |
Estimate
Report had been printing duplicates when printing from mapping screen for
multiple seasons |
|
4/21/08 |
Unserviced
List can be run for only Call Aheads and can be
generated by Print Date |
|
4/21/08 |
Payment
type (cash / credit card) can be changed on the History screen. Uses same method as other changes |
|
4/21/08 |
When
editing History, record pointer will stay on selected record (instead of
defaulting back to last record) |
|
4/21/08 |
“ |
|
4/22/08 |
Product
Usage Report can multiply size by X (so that 6.0 can show as 6000 for state
inspections) |
|
4/23/08 |
Driver’s
portion of invoice can now show more than four programs that a customer has
for the current season |
|
4/23/08 |
On
prepay letter, “Group by Program” right-hand column will not read “Price Per
Service”, rather than just “Price” |
|
4/23/08 |
Invoice
screen’s “Show List” will now show associated services, not just primary
one. May need to scroll right to see
them |
|
4/23/08 |
Customer
Documents – scanning will prompt for “Duplex” (both sides) if the scanner is
a duplex one. |
|
4/23/08 |
Add/Remove
Discount utility will now include/exclude prepaid services when removing
discount or surcharge |
|
4/24/08 |
Sales
Report can include/exclude programs/jobs if it had been also sold in previous
season (late season starts being sold same time as next-season starts) |
|
4/24/08 |
If
a customer pays with two checks, both can be allocated to services as
prepayments in the same batch |
|
4/24/08 |
If
zip codes are required in parameters, the Bill-to page will require them only
if there is a bill-to city and state (makes it easier to enter foreign
billing addresses) |
|
4/25/08 |
Statements
cannot be generated from the Work Order screen if the job has not been posted
as completed |
|
4/28/08 |
Marketing
import will prompt to geocode when finished |
|
4/28/08 |
Mass
Service Assignment can include/exclude customers without sizes |
|
4/28/08 |
Add/Remove
Discount Utility can filter by flag |
|
4/28/08 |
Neighbor
Production Postcard can filter by Residential or Commercial for card
recipients (not referral properties) |
|
4/29/08 |
Nature
Note pricing has been fixed (printing discount line in error) |
|
4/30/08 |
Excel
exports will now have limits that match the version of Excel that they have
on their computer. Previously, it
stopped at 16000 records (which matched a very early version of Excel). |
|
05/02/08 |
Prepay
Letters can have pdf linked to individual
customers. Go to Options button while
in Print mode |
|
05/04/08 |
Billing
Name and Zip added to Credit Card info on Billing tab |
|
05/06/08 |
Problem
fixed where a service parameter listed the same tax id more than once. |
|
05/07/08 |
New
icon on customer screen for labels.
Needs label maker. |
|
05/12/08 |
Work
Order Proposal can now include company logo |
|
05/12/08 |
The marketing import now
allows xls and xlsx
files. It will be able to read them if they have the proper excel driver
loaded. |
|
05/13/08 |
Label icon can now print
Company Return Address |
|
05/14/08 |
Confirmation Letter will
now print for programs/jobs that are not selected for “Detail” |
|
05/16/08 |
Production Interval
Report can now reference only the current season |
|
05/16/08 |
Surcharge is no longer
limited to amount of service (as discount is) |
|
05/27/08 |
Implemented row
highlight in customer history, linked documents, program, job, call log,
payment, adjustment, production, and techscan screens. |
|
05/29/08 |
Marketing Import can now
accept txt and csv files (in addition to earlier
modifications for Excel files) |
|
05/30/08 |
Warning for Windows 98
and Windows 2000 users that their Operating System will need upgrading. This is in preparation for program platform
upgrades that will be introduced within the next year. |
|
06/02/08 |
Services that are to be
billed to credit card will have notation on top part of invoice (under bar
code) |
|
06/05/08 |
Neighbor selection for
Neighbor Production Postcards are not limited to records within the same zip
code |
|
06/24/08 |
Time clock will now get
the time from the server, not the individual work station |