A to Z Business Builder

Version 4.0

Released 11/24/03

Fixes:

• When printing “one” of postcards, program took you to History page of contact and left you there with a tiled screen.  Fixed.

Changes:

• Completely rewritten Planner, allowing to-dos, calls and letters to be viewed independently or as a compiled list and prioritized.
• Auto-forwarding of uncompleted items in the Planner each day.  Thanks to lots of folks!
• Appointments and to-dos generation screen changed and employed for Action Plans and Address Book (all still generate links from Planner back to Contact’s record), as well as from the Planner itself.
• Added Action Plans so that the user can create plans and designate up to 5 steps for CRM actions with a single button click and post them to the Planner all at once.  Action Plan items post to Planner as To-Dos.
• Recurring Events screen changed, made easier, and used for Action Plans and making appointments and to-dos from both Address Book and from the Planner itself.
• Import/Export button added in Address Book and Short Line List to save Address Book data in a format where it can easily be imported into another copy of A to Z Business Builder.
• Recurring Events – can now delete recurring events.  Thanks, Steve Crowley, WTC-Polaris, Provo, Utah!
• Planner renewed through January 2006, Calendar is now eternal.
• Print screen for Envelopes is remodeled, making it easier to print, with (1) link to set up screen for preferences, (2) Print One button and (3) Print All button added. Thanks Susan Jaeger!
• Preference  screen added to Change User Info screen on My Desk so user can choose which module (My Desk, Planner or Address Book) to start program in.  Thanks Chuck Jaeger!

[Welcome]  [Company Information]  [Product Information]  [What People Say]  [Contact Us]  [Technology]  [PowerMate News] [Investor Information]  [Dealer Information]  [Links of Interest]  [Technical Support]