New Features in ManageMore
Version 4.0 (revision C)

Been a while since you last upgraded your ManageMore business software?
Don't worry, the following features from prior revisions have been documented below so that you can catch up on the improvements and fixes made to ManageMore. 

Version 4.0 (revision C)

In the revision C release, we have mostly enhanced some of our existing modules and improved a handful of features that were introduced in revision B.

Improved File Export
In order to provide even more flexibility with respect to your data, ManageMore has added a powerful new file export feature.  In essence, we have improved the database access by allowing you to choose the exact data fields you want extracted into a  ASCII, HTML, DBase, and even native MS Excel format. 
It is now a breeze to select specific data sets and choose only the information that is pertinent to your business for further analysis.  Since this improved file export works directly with the ManageMore's Query wizard capabilities, you can even create complex filters and conditions that will select your desired data set.  You can also save your export field list for re-use at a later time.
Please see the Lists Menu items for a disk icon on selected lists like Customers, Invoices, Payments, etc.
You will need to own the File Export module for this option to be available for use.

Improved Serial Number Manager
The serial number manager module has had some significant improvement for those businesses that want to record more than just the serial number or lot number associated to a particular SKU.  You can now create up to 10 user-defined fields on a serial number record and can even add this information while creating the purchase receipt (i.e. during receiving of merchandise). 
Yet another improvement now allows you to rename the serial number header and lot number header throughout the program.  This is useful for those businesses that call their unique identification system something different from serial number and lot number (e.g. Certificate No., Registration No., Batch No., Container No., etc.).  See Setup... Options... Serialized Tracking.
NOTE: Existing  customers who have been using the original 5 user-defined fields on the serial number record will notice that these fields disappear after upgrading.  DO NOT PANIC... they will reappear once you define them again in the Setup.  The good thing is that you will now be able to label them more clearly than before and you will have 5 more fields to work with if needed.

New Batch Invoice Printing
In certain business models, it is often easier to wait for certain periods of the work day (e.g., end of business day) to print all generated invoices.  Batch invoice printing allows you to do just that.  ManageMore will remember what invoices have already printed since the last batch, so all you have to do is run the batch process whenever it is convenient for your business.

More Analytical Charts
We have continued to improve the charting features that were added in the last revision.  Trend charts were added to further analyze patterns in your business sales.  Other improvements include better pie chart labeling to minimize collision of text when pie slices are small.

Improved Accounts Payable - Handling of Vendor Credits
In the past, it wasn't always obvious how to deal with vendor refund checks or vendor credit card reversals applied back to your account.  This is  not a common business practice by companies, but does happen periodically with some vendors who prefer to give money back versus placing a credit on your account for future purposes.  The prior method of dealing with reversing a negative balance on a vendor account was not intuitive, as it involved placing a positive Purchase Credit to offset the negative dollar amount.

Now, a new "Disbursement Credit" feature can be accomplished that is a lot more understandable, in terms of Vendor refunds.  Simply go to the Disbursement transaction, and choose "Credit" as the transaction type.  This identifies monies being returned by the vendor to your account.  The bank account can be set to reflect how the monies are returned to your business (e.g. credit card, check, etc.).  You can easily flag the bill that contains the negative balance to offset, or create the vendor refund on-the-fly.  It is no longer a necessity to create a Purchase Credit for returning items to vendors that refund you directly.  The Disbursement Credit option can handle the return and vendor refund in one step.

Improved Prospect Management
Several improvements were made to the prospect record in order to enhance marketing capabilities from within ManageMore. 

First, improvements were made to the prospect import feature that filters out duplicates from within the mailing list being imported.  We have also added the ability to tell ManageMore whether you want specific records to be imported, ignored, or updated when you introduce the newly imported information into the program.  This will allow you to clean up your database as you obtain mailing lists that have more updated information on potential prospects.

Some new fields were also added to the prospect record in order to do better query searches when building your mailing list. 
A. An "Undeliverable Mailing Address" checkbox setting was added to easily tag prospect records where mailed marketing literature was returned.  This is a better approach to inactivating or deleting the prospect record from a bad address.
B. A "Rented Lead" checkbox setting was added so that you can identify whether a prospect came from a purchased list.   This setting is useful to ensure that you follow the guidelines set by many providers who are in the business of selling client lists.  You can use this "Rented Lead" setting as a query filter for including/excluding prospects from future mailings.
C. An updated 2002 NAICS table (stands for North American Industry Classification System) was added to ManageMore.  This table is used for those customers who want to classify their prospects into the business model they represent.  This is the same coding scheme used by companies that sell mailing lists and can be used as a filter when creating/removing prospects from your database.  The NAICS was formerly known as the SIC (Standard Industrial Classification) and was replaced in 1997, in favor of a classification system that was more robust and addressed more business processes of the 21st century.  You will need to turn this feature on in order to utilize this table. (See Setup... Setup Options...Customers and Prospects... Preferences... NAICS)

New Toolbar Shortcuts
A handful of new icon shortcuts have been added for you to add to your existing toolbar. 
These new shortcut items will allow you to quickly access some more common areas of the program.
The new toolbar items are:  Add New Prospect; Prospect List; Customer List; Vendor List; Inventory List; Chart of Accounts; Memorized Transaction List; Inventory Explorer; Inventory Count; Serial Number History List and GL Register.

Improved Auto-Invoice Capabilities for Cellular/Paging Industry Modules
Going as far back as when we released our MS-DOS based solutions, our larger clients have often asked us  "How can I get the automatic invoice generator to fill out a single sales invoice detailing multiple units purchased by the same customer?"  When our engineers designed the unique auto-invoice feature to the Cellular/Paging Module, it was merely meant to be a convenience for filling out an invoice partially for saving some time at the point-of-sale.  However, over the years, we have received dozens of requests to improve its functionality (especially when multiple units are being sold).

Well wait no more... our improved auto-invoice feature now allows you to easily group one or multiple units (i.e. pagers or cellular phones) for activation, and have a single invoice generated with the pertinent information of all units. 

The next you navigate to a cellular or pager activation record, you will immediately notice that the old "Auto-Invoice" checkbox has been removed from the program, and a new set of radio button options have been added in the upper-right corner of the window.   Choosing the new "Create" radio button will give you the same functionality that you were accustomed to with the prior "Auto-Invoice" checkbox setting.  However, the new radio button titled "Pending"  (located to the left of the create radio button) is the key to our new multiple unit activation feature.

When an activation record is set to pending, ManageMore will remember that the record is waiting for final invoicing. You can have as many pending records as you desire.  When you are ready to finally invoice a customer for all units added to their account, simply choose the "Create" radio button on the last activation record you enter and all prior pending activation records will be considered in the final invoice creation.  It's really that simple.

This new design also allows you to jump around between records and make as many changes as you wish before the final auto-invoice step.  Once the invoice is generated, ManageMore will take care of resetting all pending records to the "None" option.  The new pending feature can also be used as a form of "delayed invoicing" as well.  This would allow you to enter an activation immediately, and then invoice the customer when he/she comes in at a later time.

Miscellaneous Improvements and Fixes
1. Improved Auto-Fill on Inventory Transfer transaction allows for item category and/or department filters when considering the automatic filling of the transaction. 
2. Corrected issue with Auto-Fill and serialized inventory.
3. Corrected calculation errors made by the Customer Profit Analysis report
4. Similar to the new setting on the prospect record, a customer record now has an "Undeliverable Mailing
Address" checkbox for flagging a customer's address that is no longer valid.
5. New menu item added for quickly viewing ledger account details (i.e. GL Register for bank accounts, credit card accounts, A/R, etc.).  See Activities... General Ledger... View GL Register.
6. Access to the Security Administrator program can now be accomplished from within ManageMore.  See Lists... Employees... and then select the Security Administrator Toolbar button (denoted by a key).
7. New menu item added for quickly accessing ManageMore's calculator and calendar feature when not present on the user toolbar.  See View... Calculator and View... Calendar.
8. New Purge Prospect/Customer utility added for quickly removing a large amount of old records from ManageMore based on inactivity or custom queries.  See Lists... Prospects... Prospect List... Purge Prospect Toolbar Item, and Lists... Customers... Customer List... Purge Customer Toolbar Item.
9. New "View Register" menu item added to the General Ledger.  This is yet another way for quickly accessing your bank register or other GL account registers.  A shortcut toolbar item can also be added as well.
10. Credit Card AVS verification was removed from the  A/R payment window (not POS window)  because it was possible for customers to use other credit cards that didn't match the billing info on the customer record.  Furthermore, this level of card fraud protection is typically unnecessary when dealing with an A/R payment from an already established customer.
11. New program appearance setting.  You can now choose from several toolbar wallpaper backgrounds that will visually enhance your toolbar and give it a 3-D looking appearance.
12. Improvement made to customer credit limit checking.  A new password was implemented that allows the the option for an employee to override the credit limit and apply the exceeded charges to the customer account.  If no password is setup (See Setup... Accounting... Sales Invoices... Security...), then the program will behave as before.
13. Customer Comment field has been expanded onto a separate tab on the customer record.  Now allows for a much larger static message to be stored along with the customer record.  Customer Care was modified to allow for viewing this larger note capacity.
14. Some cosmetic improvements were made to the Customer Care and Vendor Care windows. 
15. Increased size of the contact method field that appears on the additional contact tab of a customer record.
16. Improvements were made to the Customer Statistics layout for the Customer Care window.  You can now include any of the user-defined fields to the statistics window.
 

Version 4.0 (revision B)

With our revision B release, we have spent considerable time addressing reported problems from the initial release of Version 4.0, cleaning up the upgrade process, addressing known multi-company issues, and adding a handful of niceties along the way.

WARNING! This revision will reset all workstation settings with regards to printers, form types, and other POS settings.  This could pose some additional delay in a typical upgrade process.  Please read the release notes below carefully before performing your next software upgrade.

Cleanup on Upgrade Process
Traditionally, most software vendors that sell database oriented applications have a difficult time upgrading older customers to newer software releases because of discerning differences in the original database design versus those found in their newer software version. Consequently, upgrading older software releases typically requires several or more steps (depending on how out-of-date your software release is).  In other words, you can't typically jump from software version 1.0 to version 4.0, without first upgrading to version 2.0 and then version 3.0.
However, that has not been the case for ManageMore users.  Our customers have had the luxury of simply downloading the latest revision and letting ManageMore handle all the necessary steps to bring any older software revision up to the latest release.  Now don't worry, this strategy won't change anytime soon.
But, a lot of work does go into maintaining program code for the few customers that are not keeping up with the latest revisions of ManageMore.  This unfortunately makes the download process longer and adds some delay to the upgrade process for all users (even those that are fairly up-to-date).
Subsequently, a cleanup process was implemented that forces all users to upgrade first to Version 4.0 revision A, before being able to get the latest software release.  This allows us to cleanup the bloated upgrade process and remove unnecessary upgrade checks that have been in place since 1999.  All future upgrades will be a cleaner and quicker process because all customers will have come from the same release.
What does all this mean to you?   Initially, it means that all customers will be required to perform two software upgrades if they want to be on the latest version of ManageMore (in this case, revision B).  For customers with large databases, it is recommended that you upgrade ManageMore on one day (which will take you to ManageMore revision A), and then upgrade on another day to truly receive the latest software release.  Customers with small databases may opt to do back-to-back upgrades if desired.
The good news is that once you have upgraded past Version 4.0 rev. A, you will not need to worry about this again and you will find future upgrades to be a bit quicker to accomplish.

New Chart Capabilities
Long awaited graphing features are now officially part of the ManageMore suite at no additional cost to our customers. ManageMore now introduces over a dozen combinations of useful charts that provide an invaluable insight to your data in a quick and easy fashion.  Bar charts, pie charts, line charts, and much more can be accomplished with the click of a mouse button. 
In essence, we have added some excellent reports that demonstrate your data in a eye catching graphical manner.  Charts are a great way of quickly viewing trends in your business operation.
For example:
Have you ever wanted to quickly find out what advertising means was most successful for the week, month, year?
How about a chart that instantly depicts where your customers come from by top cities, top states, top zip codes, or top store locations?
Are you interested in quickly seeing a financial picture of how your expenses stack up against each other?
How about viewing your top selling items by quantity, dollar amount , or profit amount over any given period of time?
How about a pie chart showing your best salespersons for the week or month? Worst salespersons?
How about looking at what department or product category is most productive for your business? Least productive?
These questions and many more can now be answered in a matter of seconds with our powerful new graphing engine.  We are sure you will be impressed by this new capability of ManageMore.  See Reports... Analysis, General Ledger, and Sales sections for these new charting features.
 

New POS Setup Section Added
In order to accommodate more support for different POS devices, as well as enhance upon our existing POS features, we have moved around a few setup sections and created a new one titled "Setup POS".  Some setup categories which were initially found in the Setup Options window has now been moved to the new Setup POS window.  Additionally, support for more POS devices and more user-based settings have been added as well.
In particular, we have dramatically improved the control you have with receipt printers (especially thermal receipt printers).  The new settings now make it possible to utilize many of the features that come with most modern receipt printers on the market today (e.g. logo printing on receipt, bold caption, automatic paper cut, barcode printing of invoice number, etc.).  We have also given you more control of what actually prints on a 20 column or 40 column receipt paper (e.g. header/footer messages, credit card disclaimer message, customer name printing, etc.).

New Memorize/Recall Workstation Setup Feature
For multi-user licensed ManageMore customers, it can be a daunting task to initially setup the program with the appropriate workstation settings for each pc on the network.  These workstation settings determine what network printers to print to, form types to use, document settings to implement, cash drawers to open, bank accounts to affect when processing credit cards, and more.  Basically, all tabbed forms found in the setup menu area  which say "Workstation Setup" need to be reviewed each time you intend on adding a new workstation to your network. 
 Workstation based settings add tremendous flexibility for businesses using a computer network, but also introduces considerable work in initial implementation of ManageMore.  In many cases, the workstation settings are identical throughout all pc's on a network, with only a few workstations requiring different settings than the rest.  Unfortunately, until now, a system administrator had to spend some considerable time ensuring that each workstation was configured exactly as other workstations of similar purpose. Well, not any longer.
With the advent of this revision, one can now save a workstation setting and recall those identical settings at any other workstation on the network.  This helps to dramatically cut down the amount of time needed to initially implement ManageMore on a network, as well as help existing users to quickly and accurately setup new workstations as their business grows.  You can even make setting changes after recalling another station setting, if desired.
To locate the new memorize/recall feature. See Setup... Forms... and you will see two new buttons on the top of the window toolbar for saving and retrieving setup values.  See also Setup... POS... for similar buttons on its window as well.

Redesigned Workstation Setup (IMPORTANT! PLEASE READ THIS)
This release introduces a change in how localized settings are saved/retrieved for each workstation on a network or single PC.  This change will cause all workstation settings to be reset to program default!  Since workstation settings (i.e., document form types, printer names, modem settings, payment authorization settings, cash drawer settings, etc.) are stored on each computer's local hard drive, it is just not possible for the upgrade process to retain the original workstation settings of each PC in a network environment.
Unfortunately, this change will not be welcomed by many ManageMore customers (especially those with large networks).  The resetting of all workstation setup was necessary in order to correct a long standing design issue that improperly shared workstation settings among multiple company databases.  We ultimately decided that Version 4.0 Rev. B was the best time to address this issue along with the upgrade cleanup mentioned above. However, with the introduction of memorized workstation settings (mentioned earlier), this should make the process a bit more acceptable to perform.  We have also added some FAQ's below to help make this upgrade as smooth as possible.

How  will  the reset of workstation settings affect me after the software upgrade?
This depends on how large of a computer network you have, what features you are using with ManageMore,  and how easily accessible it is to get to each of the workstations on your network.  For single user licenses, this reset issue will have minimal impact (at most, a minute to review your workstation settings again).  For multi-user licenses, this may require some time to go around to each workstation and ensure that printer settings, form types, cash drawer settings, etc. are setup as they should be.
In most cases, the worst that will happen by upgrading to this revision without properly setting up your workstation settings are:
a. Network print jobs will print locally on your pc
b. Incorrect form types will print (e.g. 8 1/2 x 11 form instead of 40 column receipt)
c. Credit Card authorization will not occur when taking a credit card transaction

Are there any tips that will make it easier to setup the workstation settings again?
Certainly.  The following are recommended steps to ensure minimal headaches.

1. Before upgrading, go to a workstation that contains the most common workstation setup on your network.  In ManageMore, go to Setup... Setup  Forms... and make printed screen dumps of all your workstation settings.  Do the same thing for Setup... Setup Options...  This will give you hard copies of the values you had initially setup.  If there is more than one common workstation setup scenario, repeat the steps above on these alternate configurations.
2. Utilize the new memorize/recall workstation setup feature mentioned earlier in these release notes.  This will dramatically reduce your setup time to just one or two common workstation setup scenarios.  All other workstations can quickly inherit the identical settings of your first or second workstation setup.
3. ManageMore users who are doing electronic credit card processing with IC Verify or PC Charge software, should ensure that the workstation number field is unique on each pc on the network.  The memorize/recall workstation setup feature will not override this value.  If needed, a new automatic "Next Station" button was added to help quickly assign a unique number to each pc.  This button is right next to the workstation number field on the screen.
4. ManageMore users who own the Paging Manager Module will need to manually reassign the COM Port settings for their Modem settings.
5. ManageMore users who have workstations spanned across different physical store locations should consider setting up temporary access to allow employees at each location to fix their own workstation settings using the the "recall" workstation setup feature.  Use the Security Administrator to setup a special Temporary Group that allows access to the resource name "SetupOptions" and "SetupPOS".  Assign key employees to this group and then remove the group later once all stations have been setup correctly.

New Multi-Currency Support Feature
A new feature was added in this revision that makes it a bit easier when doing business with customers from other countries that have a different currency.  You can now define different currencies and their associated exchange rate compared to your own base currency. 
Once you have defined the different currencies, you can assign them to the individual customers that use this currency.  Now, each time you print an invoice for this customer, an additional invoice balance detail line will appear with that customer's currency and calculated exchange rate.
It is important to note that all financials are still stored in your base currency.  The foreign currency exchange calculation that appears on the customer invoice can be used for convenience to the customer, or can be used by the customer when transferring funds.  Any variances in the exchange rate after customer payment is your responsibility, with respect to the appropriate gain/loss adjustments to your general ledger and to the customer account balance.
Ideally, this feature is meant for businesses which do light to moderate activity with customers from other countries.  This multi-currency implementation only addresses accounts receivable related currencies and does not currently support statement processing.  In future releases (and with more demand), we will improve this feature to support A/P transactions and billing.

Improved Multi-location Purchase Receipt/Disbursement Feature
An improvement was made to both purchase receipts and disbursements to allow for easier data entry of certain  expenses.  A "Reference Location" field was added at the detail item level to allow you to breakdown expenses to different locations for general ledger purposes.  This is extremely useful for larger companies that receive one bill for the expenses of many departments or locations within the company. 
For example, assume you receive one bill for all of your telephone usage at all locations/departments.  Your bookkeeper may want to breakdown the phone bill by department or store location to better evaluate company expenses on your financial statements.  Previously, you would have to create multiple bills for each location that you want to assign the expense to.  Now, you can create one bill referencing the same telephone expense for each location responsible.  The entire bill would then match the exact amount of the bill presented by the telephone company.  See Activities... Accounts Payable... Purchase Receipt.

Improved Bulk Email Capabilities
After two years of thinking about it, we finally got around to improving our bulk email engine, and in a big way.  Previously, the building of the email recipient list was based on a very limited number of filters to create the emails.  This amounted mostly to being able to send out past due reminders or working with external email lists.

With this latest release, you can now query ManageMore's main database in an almost unlimited fashion, in order to create your recipient list.  This is accomplished by using our familiar query engine (introduced in Version 3.0) to display all possible fields in the customer, prospect, vendor, invoice and payment files.  These queries can then be saved and re-applied later at anytime.

The following are just some of the new bulk email possibilities which can now be accomplished in a matter of minutes:
1. Send a daily or weekly confirmation email to all customers who mailed an A/R payment
2. Send a sales promotion email to all customers who purchased more than $100 of merchandise.
3. Send reminder emails to all customers whose credit card information needs updating (i.e. expiration dates)
4. Send birthday e-greetings to your customers in order to keep up good relations and possibly offer them some special birthday only offer.
5. Send reminder emails to vendors that have not fulfilled open PO's for merchandise.
6. Send "Thank You" emails to all new prospects who are reviewing your services.
7. Send emails to customers or prospects that live in a certain zip code, state, city name, etc. (useful for geographic marketing, research, or special local offers only)
8. Send targeted emails to customers or prospects who came from specific advertising codes only
 

 Miscellaneous Improvements and Fixes
1. New "Window to Open" login feature now allows you to tell ManageMore to open a specific process upon employee login.  See Lists... Employees... Options... Program Behavior.
2. New Print "Address Service Request" feature added to statements.  This will print the "Address Service Request" message on the statement so that mail can be returned to the business if the recipient address is no longer valid.  See Setup... Setup Forms... Statements...
3. Support for pick ticket printing on inventory transfer documents.  See Setup... Setup Accounting... Inventory...
4. Fixed Serialized Inventory report to properly filter on date ranges
5. Improved GL batch posting speed for larger databases
6. Fixed Search feature in Cellular Manager Inventory with SIM numbers.
7. Improved responsiveness in Cellular Manager with Transferred Inventory batches.
8. New Company Checklist feature for helping new businesses setup ManageMore properly.  See Setup... Setup Options... General Options... "Company check list has been completed..."
9. New "View Kit" button feature in Price Check Window allows you to view the kit components of an item without having to go to Supertrack Inventory.  A calculator spin box also exists that show the ratio of components needed to fill the kit quantity desired.
10. Fixed issue with "Employee Commissions" when item contained a negative commission calculation.
11. New Calendar setting feature allows you to customize the look and feel of the ManageMore calendar.  You now have seven different calendar styles and fifteen color schemes to select from.   Please refer to the small calendar setup button which will appear at the bottom of the calendar window .
12. New Calculator setting feature allows you to customize the look and feel of the ManageMore calculator. You now have six different calculators (including scientific) and custom wallpaper to choose from.  Expand the calculator using the Display Tape button to see the additional calculator setup button which contains these settings.
13. The many references to "Contacts" throughout ManageMore has been changed to "Prospects".  This terminology change was made to avoid confusion when referring to contacts in a customer record versus contacts ("Prospects") who are not yet customers.
14. Wallpaper settings for the program background can now be defined in the Program Appearance section. Over a dozen preset backgrounds have been included that begin with "bk_" and "bkt_" in the Images folder.  Images with "bkt" refer to tiled images and should have the "Tiled Wallpaper" checked.
15. New "Inventory Cost Analysis" report shows actual inventory costs for average, last, FIFO and LIFO based cost methods.  This report is useful for reconciling against your GL inventory accounts.
16. New Margin percent based tier calculation added to sales commission system to allow for paying commissions based on whether an item has reached a certain level of profitability.

Version 4.0 (revision A)

We certainly hope that everyone will find our latest Version 4.0 to be the most cosmetically pleasing upgrade we have ever released.  We have worked along side several professional graphic artists to bring you a totally unique look that should be worthy of a Version 4 release. 

New Toolbar Design
It will be quite evident after upgrading that your toolbar shortcuts will be reset to a default setting and that the images on your toolbar will be dramatically different from before.  Unfortunately, in order for you to benefit from our new and improved toolbar, we had to erase all prior settings.  However, the new toolbar layout is not just about a bunch of new images replacing the old ones.  Before jumping in and trying to reset your toolbar shortcuts, please read on to discover some of the time saving design changes that were made to make it easier to create your own personalized toolbar.

The first major change to the toolbar, is that it is now user-dependent.  This means that each employee can have their own set of shortcuts that are different from others.  This is especially important in larger organizations which  have employees assigned to specific responsibilities (i.e., Sales, Receivables, Payables, Warehouse, Management, etc.).  Allowing specific individuals/departments to customize their own set of shortcuts makes better use of the limited items that can be placed on a toolbar and displays only what is necessary for the job at hand.  Due to the new design, you will find many more items that have been added as toolbar shortcuts for the various departments  you may have.

To make the setup of the toolbar shortcuts easier, we have introduced a new setting as well as a new toolbar template feature.  Similar to many other template concepts throughout ManageMore, you will find a new toolbar template setup that allows you to create unlimited sets of toolbars for the different departments or responsibilities you assign your personnel.  It is recommended that you spend the time to create the toolbar templates you want to use, in order to speed up the toolbar setup for each employee.  Some sample templates have been provided for you.

Once you have created your toolbar templates, you can decide whether you want your employees to choose their own toolbar settings or force them to use a specific toolbar template.  In the employee setup area of ManageMore, you will find a new setting under the Options tab of the employee record.  The default toolbar template setting allows you to instruct the program on what toolbar template each employee will use when they login.  We highly recommend you to consider selecting a toolbar template for each employee in your database.  This will make your life much easier in the long run.  Especially when you consider that changes made to the toolbar template itself will automatically update the toolbar shortcuts on all employees assigned to that same toolbar template. 

New Program Look
As you navigate throughout Version 4, it should become apparent that all other areas of ManageMore have also gone through a major facelift.  Most graphic images in the program now take advantage of alpha blending technology, support much more than the basic 256 color set, and have been optimized to the latest graphic guidelines set by Microsoft for Windows XP.  In fact, ManageMore will look best when run on a Windows XP workstation versus any of Microsoft's prior OS versions. 
This new version also offers some appearance settings that can spice up the look and feel of the program in a couple of other visual areas.  Background colors and a different button scheme can be chosen for a totally unique look to each user's workstation.  See Setup... Preferences... Appearances... for these new settings.

If you have been thinking about upgrading to Windows XP, now may be a good time.  You might also want to upgrade those smaller monitors for 17"-19" models while you're at it.  You'll really appreciate the richer colors and clearer graphic representations.

Windows XP Users:  This version of ManageMore introduces an exclusive XP feature called "manifests."  A manifested application will inherit many of the new control looks found throughout the XP OS and give ManageMore a very elegant, consistent and clean look throughout the program.  However, it is critical that your XP OS is on Service Pack 1 or greater.  If not, you will get an error message and not be able to enter ManageMore at all.  Since Intellisoft has never endorsed XP prior to Service Pack 1, we certainly hope that nobody is actually running this first release version of Windows XP anyway.
If you do find out the "hard way" that you are still on the early release version of XP and can't enter ManageMore, all is not lost.  By simply deleting the files "mm.exe.manifest" and "secwin.exe.manifest" from your ManageMore directory, you will be able to regain access to ManageMore and the Security Administrator.  However, keep in mind that you will lose the new XP look in ManageMore and you will continuously have this problem on each new software release, until you upgrade the service pack on your XP system.

MS Terminal Services Users:  Users running on an older version of MS Terminal Services will not notice much in way of graphics improvement.  This is not ManageMore's fault, but a limitation of only 256 colors that can be displayed from a remote terminal using Terminal Services.  However,  Microsoft's new Windows 2003 Server Edition corrects this color deficiency.  We urge customers to consider upgrading your Windows NT/2000 Server software to the latest 2004 release.  Microsoft has also boosted performance and made it easier to setup remote printing. 

New Inventory Explorer
For those businesses with large inventories, it can sometimes be a real hassle when it comes to making sweeping changes with your inventory items.  There are also times when you want to view your inventory in a different manner than just a sorted table design. 
By combining the best of both worlds, ManageMore continues with its goal of being the best inventory control system available today.  A new inventory explorer window now exists that allows you to view your inventory in a tree like manner sorted by a variety of classifications (e.g. category, manufacturer, warranty, location, etc.).  This new look will help you visualize and manage your inventory as a collection of similar items.  This is certainly simpler to deal with, because you can work with smaller inventory sets versus one large sorted inventory.
With a simple drag-n-drop design, you can easily tag multiple inventory items of one classification, and change them to another.  Data entry work will be cut down dramatically with its convenient mass change capabilities.
With this new inventory explorer, you will even be able to tell whether or not you have properly setup your entire inventory items.
See Activities... Inventory... Inventory Explorer.

New Spell Checker Feature
Making sure that your email messages, incident notes, task notes, past due notices, etc. are spelled correctly is important to the professionalism of your organization.  With this revision comes a powerful spell check feature to provide confidence and accuracy in every message you type.  This feature can be found in several areas throughout the program where one tends to type full text messages periodically.  By simply clicking on the spell check button (denoted by an icon with the letters ABC) found directly on the text windows, ManageMore will begin proof reading text and displaying any possible spelling errors and common mistakes (i.e. doubled words, split words, etc.).  Included with ManageMore is a complete American English dictionary, and the ability to create a user dictionary with special exception words as well.  Optionally, you can contact our sales department regarding dictionaries for over 20 other countries (e.g. Spanish, Brazilian, Dutch, English, French, German, Italian, etc.) as well as specialty dictionaries (e.g. medical, legal).

New Online Help Manual
We have spent over a half year developing a completely redesigned manual that is more than just an instructional guide.  With over 500+ pages of information on dozens of topics, it is clearly leaps and bounds ahead of our prior documents.  Our new online help manual is full of great tips, FAQ's, and references to other related topics with just a mouse click.  We are certain you will find our new manual informative in every way. 

Miscellaneous Improvements and Fixes
1. Fixed issues with Serial Numbers in Return Processing window
2. Purchase Credits no longer have a disposition field on screen.  This was removed because of the advent of Vendor RMAs.
3. In Customer Wizard data entry mode, you can optionally go from the customer to a new task record.
4. A better designed GL Posting scheme was created to more similarly act as other parts of the program.

Do you still need to know about software revisions prior to the ones mentioned above?  If so, please click here for older revision archives.