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ProENTRY Echelon IV version 4.21.0496
- Company update window has been revised with a task panel and the
scrolling tabs removed to make navigation more direct and more obvious.
The window is now resizable as well.
- Custom data collection support has been expanded with two forms of custom data entry
for dealers as well as custom fields for contacts and for addresses.
- Licensed User defined prompts allow you to add fields and check
boxes to the dealer, address, and contact update windows.
ProENTRY IV enforces required data entry when specified. These
custom fields are of a predefined number but the associated data are
a part of the respective database record. this makes queries and
custom reports using this data quite easy. Licensed User defined prompts
are maintained in the Licensed User update window's More page.
- Custom prompts are related to companies and may be defined for
dealers, sales reps, vendors, and freight carriers. An unlimited
number of custom prompts may defined. Custom Prompts are maintained
in the Licensed User update window's More page.
Actual data entry may be limited to numeric, string, date and time,
or predefined formats such as phone numbers. ProENTRY IV enforces
required data entry when specified.
- Email support has been fully implemented for standard reports
and is provided through the attachment of .pdf files.
Outgoing email server configuration is available in the Licensed
User update window.
A new email browse window displays sent messages and allows the
operator to compose and send new email messages. It must be pointed
out that, at this time, ProENTRY IV is an outgoing email client and
does not receive inbound messages. Therefore, it may be beneficial
to send copies of message composed manually in ProENTRY IV to the
operator's regular email account.
- The Tax Account window now supports an alternate account type,
Surcharges. Use surcharges for non-tax charges such as fuel and
energy charges which are not reported to a government agency.
- The Contact record now includes a Primary Contact check box.
Each account may have one and only one Primary Contact. The Primary
Contact will always be displayed first in the contacts list and will
be identified by a unique icon.
- The Contact record now supports user-defined Contact Types. You
may define any number of Contact Types. These are intended for
classification of contacts for purposes such as managing mailings.
The Contact Type is displayed in key ProENTRY IV lists and windows. Contact Types
are maintained in the Licensed User update window's More page.
- Design software used by your dealers may now be associated with
each dealer. Design software are maintained in the Licensed User
update window's More page.
- ProENTRY IV's data import facility has been enhanced to support
the new Licensed User Prompts, Custom Prompts, Contact Types,
Primary Contact, Design Software, and Surcharges.
Additional control of imported data has been added.
- Report output control has been simplified and enhanced to make
configuration easier while providing more control.
Reports may now be redirected for individual clients. In addition to
the ability to specify a different such as Fax or Email for a
particular client, you may also add any number of additional targets
such as faxing, printing, or emailing to specific individuals.
- A utility has been added to facilitate the export of existing
ProENTRY 3 data to ProENTRY IV compatible .xml files. This
utility allows for mapping many ProENTRY 3 fields to specific target
tables and columns in ProENTRY IV.
Functions are provided to clean your data prior to exporting. In
addition to capitalization, numerous other corrections are performed
to help assure consistent and professional data presentation and
reporting in ProENTRY IV.
The utility also provides basic browse windows to permit review of
data before export.
Known issues
- The custom window frame rendering fails to display some windows
properly. If this interferes with your use of ProENTRY IV, simply
disable the custom window frames for now.
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