PLATOO-CONTACT CHANGES HISTORY Versions 1.5.0 (16-Sep-2003) ... 1.6.9.5 (06-Nov-2010) VERSION 1.6.9.5 (06-Nov-2010) 1. Added possibility for sorting tables in descending order too. 2. With Windows XP also system font is used. 3.Some small bug-fixes. VERSION 1.6.9.4 (21.10.2009) 1. New Firebird SQL Server Version 1.5.6 included with full installation package. 2. Shortcut keys: F2 opens selected item (does same as mouse double-click). 3. Exporting data to text-file is enabled for (almost) all data categories: products etc. 4. Some small bug-fixes. VERSION 1.6.9.3 (05.10.2009) 1. Some small UI improvements. 2. Some small bug-fixes. VERSION 1.6.9.2 (14.09.2009) 1. Clients list: added LastEvent (last registered event time) and NextEvent (next planned event time). 2. Scrolling mouse support improved. VERSION 1.6.9.1 (28.05.2009): 1. Better Vista / Windows 7 compatibility: native menus and fonts etc. 2. Main window supports custom background images. 3. Some small bug-fixes. VERSION 1.6.9.0 (14.12.2008): 1. Client: new field SkypeID. 2. County: new fields Code and DialingCode. 3. Product: new field Partner. 4. Potential clients: 4.1. new field SkypeID. 4.2. new functions Make Call, Send E-mail. 5. Vista: maximizing child windows with maximized mainform doesn't work correctly. 6. Telephony: System Tray icon is now always visible. VERSION 1.6.8.5 (24.07.2008) 1. Telephony (TAPI): 1.1. Quick calling/redirecting menu: now supports phonenumbers containing symbols (+xxx (x) xxx). 1.2. Cancelling (dropping) unanswered outgoing call was sometimes disabled. 1.3. Unanswered outgoing call functions: redirecting and answering are disabled. 2. Speed improvements: 2.1. Selecting date from calendar: public holidays query improved. 2.2. Long text fields (comments) in lists are cached now. VERSION 1.6.8.4 (04.04.2008) Bug-fix: Agent selection dialog doesn't working properly in some conditions. VERSION 1.6.8.3 (12.03.2008) 1. Vista: some painting bugs fixed. 2. Telephony: selecting TAPI line: sometimes error "list index out of bounds" occured. VERSION 1.6.8.2 (28.01.2008) 1. Better support for multi-byte national character sets (chinese etc). 2. Bug-fix: Tomorrow events/tasks summary: events/tasks after tomorrow where showed too. 3. Bug-fix: Opening selection list in grid field using key combination Ctrl+Enter: old field value was temporary hidden. 2. Deleting document link with Delete or Backspace key: confirmation will asked now before deletion. 3. Registering event: before planned event selection dialog, created empty registration form was hidding other forms. Now registration form will created after selection dialog. VERSION 1.6.8.1 (14.01.2008) Windows XP: little better look. Some painting issues fixed. VERSION 1.6.8.0 UPD (15.12.2007) New Firebird SQL Server Version 1.5.5 included with full installation package. VERSION 1.6.8.0 (05.11.2007) 1. Document links: Wildchars in filenames ('*' and '?') are supported. 2. Agent filter condition: incremental search by agent name is supported. 3. Telephony: 3.1. System tray icon menu "Make call": call to agents or enter a number where to call. 3.2. Phonenumber search: Potential clients are also included. 4. Main window default background color is "Windows default". VERSION 1.6.7.4 (23.08.2007) 1. Client relation types: new variant "Prospect" added. 2. Importing data from txt-files: added command for linking all external and internal columns, having same name. 3. Today summary panel: customizable date display format (right-click with mouse to see options menu). 4. Entering password for new user: inputbox acts as other password inputs, eg password is hidden. 5. When switching on "Remember my username and password", small explaining message will displayed. 6. Main window default background color changed. "Windows default" added as color selection variant. 7. Potential clients: by default showing with status "New + In progress" (was "New"). VERSION 1.6.7.3 (05.04.2007) 1. Today summary panel: more compact look. VERSION 1.6.7.2 (02.04.2007) 1. Today summary panel enhanced: 1.1. Showing Tomorrow summary too. 1.2. Selectable placement: on top or bottom. 2. Enabled searching by client name part: Contacts, Planned events, Tasks. 3. Windows classic theme: better look for toolbars. 4. Installation package contains new Firebird SQL Server version 1.5.4. VERSION 1.6.7.1 (03.03.2007) 1. Some small Windows Vista compatibility issues fixed. VERSION 1.6.7.0 (27.01.2007) 1. Client "Property form": replaced with "Prefix" and "Suffix". 2. Client "Relation type": new variant "Client+Partner" added. 3. Planned events: new field "Active" added. 4. Task "Status": new variant "Stopped" added. 5. Main window Toolbar buttons: new button "Contacts" added, button "Close" removed. 6. Inquiries: new field "Planned time" added, in addition to "Planned date". 7. Telephony: Phone numbers search improved: 7.1. Better handling numbers, entered in international form (with country/area code). 7.2. Phone number search form: agents are also searched. 7.3. Initiating a call directly from search form: button "Make call". 8. Tested with Windows Vista. VERSION 1.6.6.9 (30.11.2006) 1. Fixed some Firebird 2.0 compatibility issues. 2. Bug-fix: TAPI: Redirecting answered call doesn't always work. 3. Bug-fix: Quick search by date field doesn't work. 4. Bug-fix: When opening detail window with mouse double click, sometimes data sorting occured too. 5. Bug-fix: Automatic login: testing remembered user access rights more carefully (sometimes after disabling previously remembered user access to database, access to program was blocked: login dialog doesn't occur). 6. Automatic login (Remembering username and password): adminstrator ("SYSDBA") password will no more remembered. VERSION 1.6.6.8 (19.11.2006) 1. Telephony (TAPI): showing outgoing call window. 2. TAPI: Better support for Windows Dialing Rules (country and area codes etc). Possibility to test phonenumber syntax, see Settings::Telephony (TAPI)::Test. 3. Searching Clients / Client products by Product usage period improved: meaning of empty product usage period (when both FromDate and UntilDate are not set) can be selected now: In use (active) or Not in use (inactive). See Settings::Program's general parameters::Client products. 4. Planned events: double-click on Client name opens Client. 5. Some small bug-fixes and improvements. VERSION 1.6.6.7 (29.10.2006) 1. Full text search: inside comments/titles: Clients, Products, Planned/Registered Events, Tasks. See in main menu Appendixes::Full text search. 2. Products used by Client: added filter selection "Show only active". 3. Filtering Clients list by Product: added filter selection "Only active products". 4. Client products summary table: double-click on product name / client name opens selected product / client. 5. Client products summary table: better filtering by product usage period. 6. Opening Client by Code: searches also by client's external code (CodeStock), when matching internal code not found. 7. Exporting / printing data: columns selection dialog more comfortable. 8. Incoming Call window: better behaviour on window resizing. 9. Bug-fix: No more unwanted beeps when starting search with Enter or opening selection with Ctrl+Enter key. 10. Bug-fix: Closing last minimized child window was sometimes breaking application's toolbar. 11. Bug-fix: Today summary panel was sometimes showing day name twice. VERSION 1.6.6.6 (18.09.2006) 1. Better look. 2. New application icon. 3. Program remembers data sorting order, selected by user. 4. Clients list: batch-operations with agents: Replace agent: possibility to replace agent also in related Planned events and Tasks. 5. Bug-fix: When Outlook Express (or Outlook) used as default e-mail program, sending e-mail to client blocked a program window, eg new e-mail dialog was modal. VERSION 1.6.6.5 (14.06.2006) 1. Clients list: batch-operations with agents: Add agent / Replace agent / Remove agent. 2. Some small bug-fixes, related to system tray icon (telephony). VERSION 1.6.6.4 (03.06.2006) 1. Automatic start: preferences, "Start Platoo-Contact, when I start Windows". 2. Automatic login: preferences, "Remember my username and password" . 3. Windows log off / turn off computer: program closes itself without confirmation. 4. Call log: marking unanswered calls as "Answered" (only for calls, that are logged by agent). 5. Call log: program remembers filtering conditions. 6. Telephony: When opening program from minimized state in System Tray and there are unanswered calls, call log window will shown. 7. Some small bug-fixes. VERSION 1.6.6.3 (14.04.2006) 1. Better Windows XP themes support. VERSION 1.6.6.2 (10.02.2006) 1. Today summary panel: automatic refresh after every 5 minutes. 2. Telephony (TAPI): new parameter "Internal phonenumber length". This enables to distinct internal and external calls. 3. When calling / redirecting a call to internal phone, external line opening code is not used. 4. Bug-fix: When grid column was moved / resized with mouse, data sorting occured too. 5. Tasks list, Planned events list: filtering by task / event term date improved. 6. Installation package contains new Firebird SQL Server version 1.5.3. 7. User can change program icon. VERSION 1.6.6.1 (05.11.2005) 1. Apply/update filter conditions: switches filtering on, when it is off. 2. Refresh: applies unapplied filtering conditions, when filtering is enabled. 3. Sorting data with mouse click on grid column title. 4. Bug-fix: when restoring application from System Tray (TAPI), application's Taskbar icon was sometimes not restored. VERSION 1.6.6.0 (08.10.2005) 1. Today summary panel: shows for today planned events count, unfinished tasks count, contact-persons birthdays count. 2. Potential clients: added new field "Seen by agent". 3. Client's agents: added new field "Seen by agent". 4. Minimizing to System Tray (only when Telephony (TAPI) activated). 5. Notifying about unanswered calls: special tray-icon. 6. Better single-instance check: when program is already running, then trying to start second instance focuses correctly first instance. VERSION 1.6.5.0 (24.09.2005) 1. Clients list: new buttons "Make call", "Send e-mail". 2. Summary table of contact-persons: new buttons "Make call", "Send e-mail". 3. Summary table of contact-persons: client fields "ClientPhone", "ClientPhone2", "ClientFax", "ClientEMail" are also shown. 4. Clients: added new field "VAT Number". 5. Call log: client search results are also written to log. 6. Call log: new buttons "Call back", "Search client", "Show client". 7. Call log filter: added new filtering condition "Phone number", searches match from CallerID or CalledID. 8. Redirecting incoming calls: additional customizable destination number (fax etc). 9. Some bug-fixes in call handling module. VERSION 1.6.4.0 (02.09.2005) 1. Agents: added new field "Internal phone". 2. Incoming call: caller name search is done inside agents too. 3. Redirecting incoming call to selected agent (button "Redirect"), or to manually entered number (depends of your telephony system). 4. Handling multiple incoming calls at one time, switching between calls (depends of your telephony system). 5. Call log (see Appendixes), selectable (see Settings, Telephony): all calls / only answered / only not answered. 6. Phone number search (see Appendixes): searches from column "SkypeID" too, when searched number begins with a...z. 7. Planned/registered events, Tasks, Products: added new field "Document URL" (document link). 8. Products: added new field "Purchase price". 9. Clients: added new field "Credit limit". 10. Calendar: window size is remembered. 11. Registering an event: field "Date" will by default set to current date. 12. New table "Potential Clients": grouping ("Potential Client Groups"), importing from txt-file, adding to table "Clients". 13. Importing from external txt-file: entering/selecting fixed value for destination column (button "Const..."). 14. When logging in as "SYSDBA", client program version will compared against database version, warning in case of versions mismatch (verifying that version updates are done correctly). 15. Bug-fix: closing incoming call window (or closing program) during active call finished a call. 16. Bug-fix: sometimes navigating between controls with mouse, moving focus doesn't work correctly. VERSION 1.6.3.0 (03.06.2005) 1. Skype (Internet calls, see www.skype.com) support for outgoing calls (using "callto:" macro). 2. Contact persons: added field "SkypeID". 2. Client form customization: user can change tabsheets order. VERSION 1.6.2.6 (28.04.2005) 1. Showing records count for clients, contact persons, planned/registered events, tasks. To switch on this feature, select in main menu: Settings::User preferences::Show record count. VERSION 1.6.2.5 (18.03.2005) 1. Better support for Windows XP Themes. 2. Bug-fix: Importing clients from external text-file doesn't work. VERSION 1.6.2.4 (28.02.2005) 1. Some bug-fixes. VERSION 1.6.2.3 (01.02.2005) 1. Windows XP Themes supported. 2. Boolean field values in grids are shown in selected language. VERSION 1.6.2.2 (20.01.2005) 1. Bug-fix: adding selected clients to campaign/inquiry now works correctly (sometimes all clients added instead of selection). 2. Lite-version: enabled sending direct e-mail to campaing clients (as a feature preview, max 5 e-mail messages at once). VERSION 1.6.2.1 (28.12.2004) 1. Installation package contains new Firebird SQL Server version 1.5.2. 2. Some bug-fixes. VERSION 1.6.2 (18.12.2004) 1. Caller ID detection and client search/opening for incoming calls (TAPI). 2. Client: added "Bank accounts". 3. Client Products: added field "Sum". 4. Contact-persons, Agents: added field "Birthday". 5. Some small bug-fixes. VERSION 1.6.1.1 (23.09.2004) 1. Bug-fix: Installer didn't detect Firebird SQL Server correctly. 2. Bug-fix: Errors related to file 'kontakt1.ini' occured at program start when runned on Windows 2000/XP without admin / poweruser rights. 3. Tested with Windows XP SP2. 4. Keyboard shortcuts changed to be more "standard". 5. User levels changed: new level inserted between level 1 and 2, levels 2 and 3 shifted up (accordingly 3 and 4). Inserted user level acts as old level 2, but deleting clients is disabled. 6. Bug-fix: importing clients from external file doesn't fill column "Country", when external column "City" was empty. VERSION 1.6.0.4 (30.08.2004) 1. Bug-fix: full-installation package doesn't install Firebird SQL Server (only in version 1.6.0.3). 2. Better support for different Windows date formats (short date formats like "dd MMM yyyy", separator as space etc should work now). 3. Some small bug-fixes. VERSION 1.6.0.3 (26.07.2004) 1. Better wheel mouse (scrolling mouse) support under Windows 2000/XP. 2. Installation package contains new Firebird SQL Server version 1.5.1 (additional information about Firebird SQL Server is available at http://www.ibphoenix.com). VERSION 1.6.0.2 (28.04.2004) 1. Bug-fix: Windows default keyboard layout (input locale) is used (was default input locale for Windows current output language...). VERSION 1.6.0.1 (20.04.2004) 1. Tasks list: added filtering by client. 2. Events summary report: added grouping by "Project", "Registrar"; added detail-columns "Project", "Registrar", "Task". 3. List outprint: available for Tasks list and for Summary table of contact persons. 4. Report outprint / export: selection of printable / exportable columns available. 5. Some bug-fixes. 08.04.2004: 1. Bug-fix for Update from ver 1.5.x to 1.6.0, downloaded prior 08-Apr-2004. Installable patch is available from download section. VERSION 1.6.0 (12.03.2004) 1. Firebird SQL Server 1.5 included. 2. Demo database included. 3. Some new features: tasks etc. VERSION 1.5.9.1 (27.02.2004) 1. Some bug-fixes, related to e-mailing (sometimes sender address was incorrect). VERSION 1.5.9 (26.02.2004) 1. E-mailing of Mass-offerings: personalized messages, using data fields (tags) in message text (plain text or HTML): [RECIPIENT_NAME] - recipient (contact-person / client name), [SENDER_NAME] - sender (agent) name. 2. E-mailing of Mass-offerings: added testing possibility "Send test e-mail to yourself (agent)". 3. E-mailing of Mass-offerings using MAPI and BCC: it's possible to show sender (agent) address on recipient (To) field. 4. Mass-offering rows (recipients): multiple contact-persons from same client enabled. 5. Adding clients to mass-offering: it's possible to add client's contact-persons too (selections: active / having e-mail address / want mass-offerings / all). 6. Mass-offering rows: default only unconfirmed (unfinished) rows are shown. 7. Client Products Summary Table: default filter shows only clients related to active agent. 8. Client's contact-persons: in client window contact-persons are sorted by FirstName and LastName. 9. Registered events are sorted by event date and time. 10. User can change main window background color. 11. Customizable column widths and positions: enabled for most tables. 12. User preferences: restoring default windows sizes, default column widths and positions, main window default background color. VERSION 1.5.8.1 (10.02.2004) 1. Some bugs fixed (only for version 1.5.8). VERSION 1.5.8 (06.02.2004) 1. Contact-persons: new columns "Salutation" (Mr/Mrs/...), "FirstName" and "LastName" (replacement for old column "(Full)Name"). Column "Phone2" renamed to "Mobile Phone", added column "Home Phone". 2. Agents: new columns "Salutation" (Mr/Mrs/...), "Mobile Phone", "Home Phone", "CodeStock". 3. Product groups: new column "CodeStock". 4. Data import: is done within transaction: logging (imported/existing/errors), preview imported record, commit, rollback (undo). 5. Data import: existence check by column "CodeStock" also available for Clients and Products. 6. Mass-offerings list: default filter shows only unconfirmed (unfinished) mass-offerings. 7. Customizable column widths and positions: drag grid columns by mouse, new size and/or position will remembered. 8. Manuals (PDF) updated. VERSION 1.5.7.1 (19.01.2004) 1. Bug fixed (applies only to version 1.5.7): was impossible to manually change time fields of registered events. 2. Planned events list: filter for event dates as period beginning and period end. 3. Planned and registered events: quick selection filter period for event dates from popup-menu (items Today, Tomorrow, This week etc). 4. User input and lookup-fields (Client's "City", "Country" etc): manual (partial) input enabled too, forces search from selection list (same, when importing data from text-file). 5. Memo-fields in grids: only first 100 symbols are shown in grid. 6. Exporting data to text-file: better regional settings support. VERSION 1.5.7 (07.01.2004) 1. User interface translated to Finnish, French and German (in addition to English and Estonian). 2. Better internationalization support for dates and times: separators, twelve-hour times etc. 3. Added 2 new imports from external text-file: for Cities-parishes and Countries. 4. More popup-menus added: to filter lookup-controls, to data list grids. 5. Bug fixed: importing of memo-fields (client/product comments) doesn't work. VERSION 1.5.6 (11.12.2003) 1. Clients: added fields for secondary address. Usable when for example postal and physical addresses are different etc. 2. Event planning is possible directly in client's list too. 3. Registering event: list of client's planned events is shown before registering, user can select planned event which will registered. 4. Bug fixed: Windows 2000 / XP standard and restricted users (without admin / poweruser rights) can change and save now their preferences and settings correctly. 5. User preferences and settings are saved into database, so program users in network are no more dependent of single computer. File "kontakt1L.ini" no more used. VERSION 1.5.5 (05.12.2003) 1. Importing of clients and products improved: Importing of contact-person(s) added to clients import (existence check by contact-person name). Better data types conversion (boolean fields accept "1", "0", "Y", "N"; date and numeric fields accept various separators). 2. Some optimizations: faster filtering clients by agent, classificator and/or product. 3. Client's address field "Country" can be set separately (without specifying "City-Parish"). 4. Client's card outprint: added field "Country". 5. Client's contact-persons: in client window default only active contact-persons are shown. 6. More compact and intuitive look: most of toolbar text-buttons replaced with icons etc. 7. Bug fixed: planned events filtering by client works now. VERSION 1.5.4 (14.11.2003) 1. Clients: added new field "Relation Type", available selections are "Client" or "Partner", default value is "Client". New filter "Relation Type" added for client's list. 2. Bug fixed (only for version 1.5.3): Adding to/changing Client's Additional Sorting properties was impossible. VERSION 1.5.3 (07.11.2003): 1. Products: new fields "Price", "SalesTax (%)", "Price+Tax", "Unit". 2. Client's Products used: added button "Open Product". 3. Client Products Summary Table: added button "Open Product". 4. Events (planned/registered/mass-offerings): new field "Subject". 5. E-mailing of Mass-offerings: selecting of e-mail method (MAPI/direct) available. 6. E-mailing of Mass-offerings: subject and plain-text content are linked to mass-offering fields "Subject" and "Comments". 7. Bug fixed: When adding to Client's Additional Sorting properties, existing property sometimes was shown twice. 8. Event planning/registering: default only active contact-persons are available. 9. Little simplified installing: installation package contains Firebird SQL Server. VERSION 1.5.2 (20.10.2003): 1. Some optimizations (increased speed in case of big amount of data). 2. Event planning/registering: larger comment editor. 3. Products: Product Name global uniqueness verification (before: only inside product group) 4. Products: added field "ProductActive", appropriate filter. 5. Product: larger comment editor. 6. Print preview: scrollable (mouse wheel) and zoomable (left/right mouse buttons) with mouse. 7. Bug fixed: selecting of printer and/or printable pages in print preview. 8. Bug fixed: Windows XP Flat-style and main window menubar color. VERSION 1.5.1 (06.10.2003): 1. Events (planned/registered/mass-offerings): added new fields "ProductGroup" and "Product". 2. Summary table of contact persons: added filters "ContactPersonActive" and "ClientActive". 3. Summary table of contact persons: Client's fields "PostalCode" and "Country" are shown too. VERSION 1.5 (16.09.2003) 1. First public client-server (Interbase/Firebird) version. Version 1.4 (03.05.2003) 1. Many new features. 2. Translated to english. Version 1.3 (04.11.2002): 1. Ported from BDE to client-server database (Interbase/Firebird). Version 1.2 (04.02.2002) 1. First public version. Version 1.0 (28.02.2001) 1. First stable version. Version 0.9 (09.11.2003) 1. First beta release. PROJECT STARTED 24.10.2000.