SCPS_Upgrade_Features
Title
SmartPartner Software 19.1v1 Upgrade Details
Filemaker Secure FM Plug in: Bypass for Windows Server 2019
Logo Screen/Utility: Update Proposal List - Last Name and Company
All Entity Lists: Show Last Found Entities or All Entities
All Entities: Update Sum Net Qty Report accuracy for Master Projects
Proposals/Project/Completed: Find Entites with Supplements
Proposal/Payments/Edit Payments: Complete Update to Master Prefs
Proposal/Contract: Show Contract Global Labor
Change Order/Print buttons: Rearrange buttons for better clarity
Change Order/Areas Screen: Temp Area Key Field
Contacts/Detail: New Down and Top buttons
Contacts/PassTrack: Add Copy button and Passwords, Subscription Buttons
Contacts: Option to always stay in current List
Contacts: Add POS PO's for Vendor Contacts
Contacts/All Detail Screens: Now have all of the Add and Prnt buttons
Contacts: Deleting Contacts now shows the number of Contacts to Delete
Contacts: Credit Hold feature
Product Library: Improve Active-In Active Hide Product Flags
Product Library/Detail List: Improve Search Web for Pictures
POS: Master Prefs - Hide SI and WO Credit Card Line Option
POS/PO List: Change Today's Date to Creation Date
POS/All Invoice Setup Screens: Add Pop Up Calendar button the Change Date
POS/Invoice List and Invoice screens: Show Current Printer
POS/Invoices: Cancel Print 123 copies fix
POS/Sales Invoices/Archive: Done button now returns to Archive List screen
POS/Quotation: Remove Total List column so form fits onscreen with 150% mag
SmartPartner Software 18.5v1 Upgrade Details
SCPS/Logo Screen: Move Help and Exit buttons
Proposal/Product Detail: Show the Area message only once
Proposal/Detail: Improve Screen (System/Area) refresh
Proposal/Detail: Improve Button Locations & Sizes
Proposal/Detail by Areas: Improve Sort Order to match Printed Proposal
Proposal/Areas & Products/Product Detail/Labor: Add Labor button
Proposal/Print/Areas & Products: Fix Option Price, for 4th Print Option
Proposal/Print Menu: Improve Header Information
Proposal/Project/Print Menu/Contact: Repost Grand Total
Project/Pending CO: Refresh Project Area Portal
Project/Pending CO/Product Detail screen: Highlight Area Name
Project/Areas: Improve Area Location-Zone-Sort Order
Project/Print Menu/Project Shop: Staging Report: Fix Product Sum Qty
Change Order/CO Portal: Refresh screen after changing a Project product
Contacts/Com Log: Change Field Format to a Pop Up format
POS/Invoice: Duplicate Sales Invoice feature
Master Preferences/Users: Add User Count
Tyler Import: Show Blank Items in Prefs
SCPS Upgrade: Set User Name so Filemaker Closes when Exiting SCPS
SmartPartner Software 18.2v5 Upgrade Details
Master Prefs/Settings: Navigation screen
Master Prefs/Settings: Contacts screen
Master Prefs/Settings/Contacts: Alpha Sort Option
Master Prefs/Settings/Contacts: Turn off Contact Sorting during Upgrade
Master Prefs/Users/User Rights: Improve Auto Set Utility
Proposal/Detail: Improve Screen GUI
Proposal/Area Detail: Clear Area & Product Portals when entering screen
Proposal/Project/Products: New Line List View screen
Proposal/SuperView: Improve GUI-Fix Wire Cost
Proposal/Detail: Improve Price Change Display
Proposal/Print Menu/Contract: Fix printing totals on 1st Print
Proposal/Print Menu/Reports File: Delete Old Records
Proposal: Fix Price Change Edit Option
Proposal/Detail: Improve sort order for "Like Kind" Area Names
Proposal/Areas & Products: Fix Duplicating an Area Selection
Proposal/Area & Product: Viewing Product Detail return
Project/Print Menu/Product Cost: Fix Product Line List Report
Project/Print Menu/Project Staging Report: Fix Sum Qty
Project/CO: Fix not returning to CO port screen
POS/Project Service Ticket: Improve GUI and print
POS/Work Order: Fix Misc Grand Total Labor
POS/Invoice/Cost Screen: Narrow & Wide Screen Options
Contacts/PassTrak: New Module for Passwords & Subscriptions
Contacts: New Sort Buttons
Contacts: New Web Icon
Contacts/Detail: Add 4 Name & Phone Number fields
SmartPartner Software 18.1v1 Upgrade Details
Proposal/Areas & Products: Improve Screen GUI
Proposal/Areas & Products: Area and Product Sort Help
Proposal/Areas & Products: Remove Default 0 when adding Areas
Proposal/Pricing/Labor Rates: Move Reset Labor Rates button
Proposal/Print Menu/Pricing: Add a 1 Subtotal - Blank Option
Proposal/Project/Pricing: Refresh screen to ensure Totals
Proposal/Project: Duplication Lock
Proposal/Project SuperView: Improve Screen GUI
Proposal/Project/Tax Summary Improve GUI
Proposal/Project/Tax Supplements: Add Global Labor
Proposal/Project: Tax Dashboard Improve screen GUI
Proposal/Project/CO Status: Improve Screen GUI
Proposal/Project/Fees Tax: Add Global Labor
Proposal/Project/Contact Entities Quick View: Improve screen GUI
Proposal/Project List: Move view button for longer Proposal numbers
Project/Utility/Admin: Remove Invoices and Payments
Project/Pricing: Enable Labor Total button
Project/Duplication: Clear Invoices and Payments
Project/Fees Totals: Add Totals for Fees and Fees to Parts, Labor
Project/Work Order: Increase Area notes 2x
Pending Change Order/Areas & Products: Improve Screen GUI
POS/Sales Invoices: Done-Find this Client without Company or Client name
POS/Work Order: Add Job Duration to Work Performed
POS/Add-View: Improve screen GUI
POS/Sales Invoice: Conversion Notices
POS/Project Service Ticket: Increase Line items to 100
POS/Project Service Ticket: Add Delete checkbox to List
POS/PST Ticket - Convert to Invoice Display
POS/Project Service Ticket: Add Multiple Labor Rates
POS/All Screens: Extensive POS Screen GUI Improvements
Products/Find: Add Import Notes fields
Products/Utility/Import: New Snap One import routine
Product Library/Inventory: Speed up entering Inventory
All SCPS Screens: Remove Seconds from Hour & Minute Times
All SCPS screens: Prevent scrolling through Single Screen Views
SmartPartner Software 17.6v1 Upgrade Details
All SCPS Portals: Lighten alternate rows for better readability
Global Manager: Products in Proposals
Global Manager: Speed up entering Product History
Proposal List: Speed Improvement with exiting a Proposal & CO
Proposal/SuperView: Improve Screen GUI
Proposal/Area Detail: Improve Sort Order
Proposal/Detail: Improve Screen GUI
Proposal/Detail: Show more Totals Options
Proposal/Global Labor: Improve GUI, Add Phase Totals
Proposal/Pricing/Commissions: Access only in Projects notice
Proposal/Print Menu: Master Proposal Global Labor
Proposal/Supplements: Improve Sort Order
Project/Wire Manager: Improve GUI for better readability
Master Project/Global Labor: Improve GUI, Add Phase Totals
Master Project/Payments: Clear Proposal Status flag
Change Order: Add Global Labor Defaults when Adding a CO
Product Library/Product Sell Price Access Rights: Fix
SmartPartner Software 17.5v1 Upgrade Details
Master Prefs/Proposal/Pricing: Include #5 Additional Fees
POS: Convert Quote to Sales Invoice Improvement
POS/Invoices: Show Creation Date in Header on all POS
Product Library: Improve Make Sort routine
Product Library: Speed up Cue Notes
Product Library/Pix/PixUtility: Improve screen GUI
Product Library/Product Detail: Add UPC code field
Product Library/Product Detail/Pix: Add Website Link & Notes field
Product Library/Utility: Go Directly to Utility and then to Gooming
Product Library/Utility/ Import: Add Date/time fields
Project/Install Overview Notes: Improve Screen GUI
Project/Invoices: Improve header format
Project/Utility/Admin: Add Creation, Modified, Sold, Completed Dates
Proposal: Convert to Project-add Refresh
Proposal/Area Text: Improve Screen GUI
Proposal/Utility: Add Import 1-2-3 screens
Proposal/Utility/Import 1: Add Copy Import Field Label Utility
Proposal Detail: Change Grand and Area Total Icon
System/Utility: Show Status State of all Entities
SmartPartner Software 17.3v1 Upgrade Details
Master Prefs/Proposal/Pricing: Include #5 Additional Fees
POS: Convert Quote to Sales Invoice Improvement
POS/Invoices: Show Creation Date in Header on all POS
Product Library: Improve Make Sort routine
Product Library: Speed up Cue Notes
Product Library/Pix/PixUtility: Improve screen GUI
Product Library/Product Detail: Add UPC code field
Product Library/Product Detail/Pix: Add Website Link & Notes field
Product Library/Utility: Go Directly to Utility and then to Gooming
Product Library/Utility/ Import: Add Date/time fields
Project/Install Overview Notes: Improve Screen GUI
Project/Invoices: Improve header format
Project/Utility/Admin: Add Creation, Modified, Sold, Completed Dates
Proposal: Convert to Project-add Refresh
Proposal/Area Text: Improve Screen GUI
Proposal/Utility: Add Import 1-2-3 screens
Proposal/Utility/Import 1: Add Copy Import Field Label Utility
Proposal Detail: Change Grand and Area Total Icon
System/Utility: Show Status State of all Entities
SmartPartner Software 17.2v1 Upgrade Details
Master Prefs/Proposals: Update All Proposals Fix
Master Prefs/Proposals: Improve Fees and Labor fields
Master Prefs/Tax: Tax All Fees Default
Master Prefs/Tax: Delete Tax Region Message
Master Prefs/Counters: Remove POS Counter & Done Trap
Master Prefs: Fix Cripple Mode
Proposal Detail Screen: Improve GUI
Proposal/Tax Dashboard: Improve GUI
Proposal/Area Text: Improve GUI
Proposal/Labor Dashboard: Move Time Manager button
Proposals/Fees: Fix Change Fees Tax Flags
Product Library: Improve Pix screen GUI
Product Library: Remove Text Toolbar
POS: Improve screen GUI
POS: Improve Date Sort in Ascending and Descending order
POS/Utility: Consolidate Manual Set Invoice Number screens
POS: Fix Duplicate POS Quote & PO Invoice Numbers
POS: Sort Indicator and Prev/Next Improvement
Follow Up: Add Green Portal Selection Color & Fix Date Fields
SmartPartner Software 17.0v2 Upgrade Details
Master Prefs/User Rights: Auto Set Rights
Master Prefs/Fees: Clean Default Checkbox
Proposal Fees: Retain Fees Defaults
Proposal Fees: Users Rights for UnChecking Default Fees with Override Password
Proposal/Print Menu: Hide Summary Report Prices
Proposal/Overview: GUI Improvements
Proposal/User Contract: Improve Contract Posting
Proposal/Fees Tax Dashboard: Improve GUI
Proposal/Areas & Products: GUI Improve Area add color indicator
Proposals & Contacts: Google Maps
Proposal & Project Labor: Fix Labor Time to include only Picked Labor
Proposal & Projects: Find Proposals & Projects - Speed Improvement
Proposal/Project/Fees Totals: Screen GUI Update
Proposal/Areas & Products: & Pending CO - Improve Screen GUI
Proposal Detail: Area Subtotal & Product Pop Up windows
Proposal and Contact Pix: New screen GUI
Project/Final Change Order/Utility: Add Tyler Export Button
Project/Utility/Export: Add Tyler Export Button
POS/Invoices: Adjust all bottom print margins to improve text cutoff
POS/Invoices: Do not enter carriage returns message
POS: Add POS GUI - Fix button alignment
POS/Invoices: Add Prev/Next buttons
POS/Service Order List: Find New Service orders
POS/Dock & Invoices: Screen GUI Improvements
POS: Fix Done Checkbox, so all Invoices show in list
Product Library/Utility/Groom: Resize Pix Process
Product Library: GUI Move Phantom indicator off of Discountiued indicator
Product Library/Pick Products: GUI Change Pick colors
Product Library: Change Discontinued Message
Product Library: Add Description to Fast Find
Product Library: Add Fast Find to the Product Detail screen
Product Library: Alpha Find screen GUI Improvement
Contacts/Archive: Archive Inactive Users
Contacts/Find Contacts: Improve Performance
Contacts/Print Menu: Improve Screen GUI
Contacts/Detail: Improve Screen GUI
Contact/Utility/Export Contacts: Improve Screen GUI
Fixes: Various Fixes
SmartPartner Software 16.8v1 Upgrade Details
All List screens: All List screens are now lighter shade for improve readability
All Screens: Improve List screens with Headers & Fav button consistency
All Portal screens: All Portal on every screen now have alternate shading
Proposal/Project/Completed & Archive: Improve Speed entering these modules
Proposal/Project: Improve speed of Phase SubTotals screen refresh
Proposals & Product Library: Increase the Size of Pricing fields to 1,000,000.00
Proposal/Project Detail Screen: Alternate Views
Project: Export Project/Final CO to Excel module
Project/Final CO: Post all Numbers when exiting the Edit Mode
Pending Change Order: Option to create Negative Labor in Pending CO
Product Library: Improve screen refresh speed
Product Library: Improve Speed when Finding Favorite Products
Product Library: Improve Pick Product GUI
Product Library/Product Detail/Pix: New screen GUI and features
Contacts: Fast Find
Contact Library: Improve screen refresh speed
Contacts: New Archive Contacts module
POS: Improve Speed adding New POS Invoices (New numbering method)
POS/Utility: New Update POS Number method and new Import CPS map
POS: Improve all POS Invoice screen GUI
POS: Improve all POS Invoice List screen GUI
POS: Optimize all POS Invoice Headers and Single POS selection
POS: New Sort Button
POS Invoices: Show Balance Due button
POS: Improve Speed entering POS Work and Service Orders
Master Preferences/Project Labor: Add Default Labor Time field
Master Prefs/Project Labor: Default Pick Message and New Labor Default Time
Tracker: Change Proposal Blue icon color to light Blue for better readability
Other SCPS Improvements & Fixes
Previous Yearly SCPS Revision History 2003-2022
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