Date |
Request /New Feature |
Type |
Version |
| 7/21/2010 |
Added the ability to import Outlook email and contact information to the ImagineTime notes and contact tables using an optional Microsoft Outlook add-in that shows an export button and drop down contact lookup lists in the email form. If the email is reconigized in ImagineTime, it is not necessary to look it up. This requires you to install version 9.122 or better of ImagineTime and select "Download MS Outlook integration tool" from the Microsoft logo at the top left of the ImagineTime screen to install this feature from our website. This feature works with MS Outlook 2007 and 2010. |
New Feature |
9.122 |
| 7/14/2010 |
Problem: On file browse page, when file is selected to edit in parent app, the save fails b/c file is already in use (by DM previewer). Solution: On open, unselect the file and close the preview so that the parent app has exclusive use. |
Fix/Improvement |
9.121 |
| 7/14/2010 |
Service charge note now shows on statements |
Fix/Improvement |
9.121 |
| 7/7/2010 |
Added a button on the edit/view transaction screeen that shows the payment history for the invoices outstanding, a particular invoice or the entire account history. Useful in resolving disputes. |
Client Request |
9.121 |
| 6/30/2010 |
Security features, email options and nested subfolders (for years) have been added to the first document management update. Drag and drop between windows explorer and ImagineTime has been added and an error in multi-page document scanning has been corrected.
|
Client Request |
9.12 |
| 6/24/2010 |
In the firm task pane on the calendar we added the ability to filter for unassigned items with no staff set. Many firms want staff to pull the next item from the list, then assign themselves to it as staff assigned.
|
Client Request |
9.11 |
| 6/24/2010 |
Contacts/Email Address screen that pops up when you double click on contact line in the contact manager screen allows you to enter the birthdays and taxpayer Id's for additional contacts. We added the ability to to print a list of all the birthdays and SS#s entered in these fields and to sort by month using the ImagineTime report wizard. |
New Feature |
9.11 |
