Version 4.17 12/14/2010
| • | Added a Customer Order table, which is external to the Customer Edit window. The [Orders] button appears on the Customer Master table. |
| • | The Orders Table has been removed from the Customer Edit form and window, which improves performance and ease of use. |
| o | A) The Customer Order Comments, which appears in the Order form and window, was moved to the {2) Memorized Settings} tab. |
| o | B) The {2) Active Orders} tab has been removed. |
| • | The ITEMS table has been updated and includes a more robust search feature replacing the Fuzzy Search/Query process. |
| o | A) Added a new [Search] button, which opens a search criteria window and allows for multiple strings of information to be search simultaneously across all of the fields in the ITEMS table. |
| o | B) If one or more matches are found, then a user can elect to view only the [X] tagged records. |
| o | C) Records may be tagged or untagged 1 per record clicked or a all records. |
| o | D) The [Print List] button will print the ITEMS table records that are in view. |
Version 4.15 11/1/2010
| • | Construct Email Procedure Created for sending Order Summary and CRM Followup notes: (creates email for default email client installed on a local pc) |
| ▪ | Send Active SO from the Scheduler, or; |
| ▪ | Browse Customer +Orders Table, or; |
| ▪ | Customer Master Update > Active Orders TAB |
| o | CRM Activities / Histories |
| ▪ | Customer Master Update > CRM Activities TAB, or; |
| ▪ | Browse > CRM All Table, or |
| ▪ | Browse > CRM By Rep/Id and Followup |
| • | Customer Master Browse Table setup to Maximize and Resize |
| • | Send to Skype Updated to Conform with Skype v4.0+ |
Version 4.14.6 10/1/2010
| • | Customer Master Record Enhancements |
| o | City, State and Zip codes may be saved to any line |
| ▪ | Using the City, State and Zip code fields is optional |
| ▪ | Adding a Sales Tax district is optional |
| • | Editable Lookup Table Enhancements |
| o | Added Lookup Table for Country Names |
| o | Added Lookup Table for County Names |
| o | Added Lookup Table Phone Area Codes |
| o | Added Lookup Table Shipping Carriers |
| o | Added Lookup Table Shipping Zones |
| o | Added Lookup TableTime Zones |
| • | City, State & Zip Table enhanced to include Area Code, County, Country, Time Zone and Shipping Zone |
| • | Export to QuickBooks IIF Feature Set Enhancements |
| o | Added an Export to IIF Log |
| o | Simplified the process to "Ready Tagged SOs" |
Version 4.10.67 09/1/2010
| o | Added 8 User Defined Fields to the Contacts Table |
| ▪ | 6 Alpha-numeric Field Labels and Data fields |
| o | Contact UDF Labels & Data may be saved as default values in the Company File |
| o | Zip Code Lookup fields and tables have been added to the Customer Master and Edit windows. |
| • | Service Order Material Edit Window |
| o | Service Orders that are discounted at the ITEM level may be discounted by a percentage or an amount. |
| o | The Schedule window layout has been redesigned for simplicity and made resizable. |
Version 4.9.12 08/17/2010
| • | Tweaks have been made to the Report Builder to improve performance under Vista and Windows 7. |
| • | Logo path fields have been updated in the standard documents and reports shipped with SWORD. |
| • | IMPEX for SWORD now includes the capability to import CONTACTS from CSV and EXCEL type files. |
Version 4.8.1 07/14/2010
| • | The file size of the SWORD.exe was reduced by splitting the application into functional DLLs for improved performance in a client workstation. |
| • | Coming soon in SWORD 5, an IP Client/Server Configuration will replace the existing integrated file manager: For SWORD v5 the File Manager will be split from the SWORD executable client, which will eliminate the SWORD database files from loading across a LAN. This change will increase performance and minimize the chance of file errors because the data will always be handled inside the File Server instead of the workstation computer. |
Version 4.7.18 06/14/2010
| • | Corrected Order Status Lookup to respect over-ride of Order Sequence #; |
| • | Corrected Export to XML tagging; |
| • | Fixed Update Service Order window to properly resize on 16:9 monitors; |
| • | Simplified Update Service Order window: Bill of Material TAB; |
| • | Fixed Update Master Customer window to properly resize on 16:9 monitors; |
| • | Added Labor Log Maintenance Table, which permits record deletion by tagging and/or by prior to a specific SO#; |
| • | Updated Audit Orders for Billing Table to include: |
| • | Show Completed Orders button control; |
| • | Tag All in Table View button control; |
| • | Corrected Table refresh when Orders are marked "ready to post," "archive," or "transfer to logs." |
| • | Report Builder: Corrected path to Company Logo inside default Reports and Documents; |
Version 4.5 05/15/2010
This release is a FREE upgrade for licensed users of SWORD: Field Service Management Software and available for immediate download. In this release:
| 1. | Corrected memory thread for Customer lookup when multiple SO windows are opened. |
| 2. | Corrected sales tax calculation when a non-taxable customer is selected. |
| 3. | Improved the SO Material editor window to include taxable, non-taxable and discount amounts. |
| 4. | (Beta feature) Added new Invoice creation module separate from Service Orders module so Invoices are not comingled with Service Orders. Optionally SO’s may be used to create Invoices by the click of a button. |
Version 4.4 02/10/2010
| 1. | Tweaks to the File Manager for Windows 7. |
| 2. | Fixes to the User Security. |
| 3. | Restored User ID on Login window. |
| 4. | Fixed Browse Filter on Browse SOs by View Level |
| 5. | Redesign ITEM lookup table when called from Add Material to SO. |
Version 4.3 11/23/2009
| 1. | The material.tps file is upgraded, which makes SWORD compatible with the new format of the CSP 7 Material.tps file. (This will allow the Import of CSP Proposal Data to the CPE table in SWORD.) |
| 2. | Corrects the position of the DELETE button on the Time-clock log. |
| 3. | Improves the User Security module and provides Central Control of all screen security (Ctrl/F8). |
| 4. | Adds Contact browse table to the Customer Master Table. |
| 5. | Makes Email addresses hyper-actively linked to client's default email program. |
| 6. | Improves the Spell Check engine. |
| 7. | Provides more export to Excel options for Customers and items tables. |
Version 4.1 4/10/2009
| 1. | Added Global Tag File for preparing SOs for accounting/transfer to QB, which allows the TAGS to be saved if the Billing process is temporarily interrupted or suspended by the user. See Prep Tagged Orders. |
| 2. | Added [Print Table in View] button in the Browse Orders - Admin View table. |
 User Tip: Use the Print Table in View [button] as a scratch pad for orders that you are getting ready to bill or post to accounting. | 3. | Added additional security levels for Time Clock entries. |
| 4. | Corrected bug reported on the Scheduler Drag and Drop Monthly Calendar. |
| 5. | Redesigned SO Bill of Material and Labor Tab consolidates pricing, discount and payment options. |
 The BOM Tab consolidates many calculations, discounts and payment options. Version 4.0 1/26/2009
| 3) | By popular request, a new "On Credit Hold" check box has been added to the Customer browse tables and the Customer Master Record. |
| 4) | Advanced Search, Query, Tag and Report options have been added to the following modules: |
| a) | Optionally copy the expense log table to Excel. |
| 6) | Many windows, routines and processes have been redesigned for easier use and more efficiency. |
| a) | 21 new standard reports and label sheets have been added. |
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You can do all of your billing inside SWORD or optionally Orders generated in SWORD™ can be easily transfered into Quickbooks® as Invoices.
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