Changes since version 2.1.6.58
Changed: Enable scheduling in MAID for migrating off legacy software
Fixed: Error searching community forums
Fixed: Footer cut off on print outs
Changes since version 2.1.5.57
Changed: Removed the use of Victory owned domains
Changes since version 2.1.4.56
New: Office 2010 skins have been added
Changed: The latest version of InstallerNet Live Chat is included
Fixed: Error if you opt to run the MAID software from the final screen of the setup wizard
Fixed: The EULA doesn't have the correct contact information
Changes since version 2.1.3.55
Changed: The domain contentservices.installernet.com is used for accessing content web services (rather than victorytechnologies.com)
Changes since version 2.1.2.54
Changed: The phone number for vehicle support in the help file has been changed to (800) 790-MAID - option 2
Changed: References to Tech Talk Live are now referred to as Live Chat to clarify the feature
Fixed: An error attempting to download the latest updates within the software
Changes since version 2.1.1.53
New: A link to contact information is now shown in the Contact Us menu
Changed: Raised the visibility of the Tech Talk Live chat option in the MAID software
Changed: An application specific URL is now used for the default web service location
Fixed: An error was shown when clicking blank vehicle image attributes
Changes since version 2.0.8.52
Fixed: Additional exception handling within the tabular data screens
Fixed: The path to MAID is now explicitly saved to improve integration with TSS and fix issues launching MAID from TSS
Fixed: Rare occasions where specific computer setups would not recognize a successful registration
Changed: An InstallerNet logo is now displayed on the background of vehicle printouts (rather than a Victory Technologies logo)
Changes since version 2.0.7.51
Fixed: Some text on transaction print outs had smaller font sizes
Fixed: Footers on vehicle print outs were oversized and cut off
Fixed: The installation details box on work order outputs was shown even if there was no information in the box
Fixed: An error displaying product details on systems with a non-default date/time format, such as a region other than English (United States)
Fixed: Disabled the saving of grid settings for transaction items to prevent errors loading corrupt settings when editing or creating a transaction
Changed: Bug reports are now sent to helpdesk@installernet.com rather than bugreports@victorytechnologies.com
Changes since version 2.0.6.50
Fixed: Installing the MAID software was not properly upgrading MAID Pro
Changes since version 2.0.5.49
New: The print preview dialog now allows exporting to a PDF
New: A new Springtime theme is available in applications that support skinning, and will automatically turn on in March and April each year
New: New skins are included in applications that support skinning: Darkroom, Foggy, Seven, Sharp, Black, Blue, Silver, and Dark Side
Changed: Boxes are not printed on transaction outputs if there is no information in the box
Changed: Applications that were branded Victory Technologies are now branded InstallerNet
Changed: Help files have been updated to include InstallerNet contact information
Changed: PayPal purchases are now disabled in some of the vehicle guides
Fixed: If using the software on a vehicle-by-vehicle subscription, an informative dialog is now shown when the user tries to purchase additional vehicles and the user's billing rate could not be calculated properly (previously a default price was used, which could cause vehicle purchases to fail)
Fixed: Hourglass cursor remained after printing tabular vehicle data
Changes since version 2.0.4.48
New: The application can now be launched with a /showvehicle parameter to support integration with other software
New: The application now accepts custom Windows messages to support integration with other software
New: MAID Pro is now uninstalled when the InstallerNet branded vehicle guide is installed
New: Product details now include specifications, features, long descriptions, accessories, vehicle-specific notes, and more
Changes since version 2.0.3.47
New: Tabular layout data is now populated more quickly
New: Applications featuring tabular layout data now include common install categories as well
Fixed: Rendering of glass on spash screen under Windows 7
Changes since version 2.0.2.46
Changed: Changing customers on a newly created transaction now adjusts the tax codes on the transaction materials (after a prompt)
Fixed: The customer tax code now applies to all taxable materials on a transaction (before the customer tax code was only applied to materials without an assigned tax code)
Fixed: Access violations during message dispatching
Changes since version 2.0.1.45
New: Microsoft XML is now registered on startup to work around a common issue with MSXML 4
Changed: Contact information updated to reference InstallerNet
Changed: Post payment details to InstallerNet process page instead of directly to Paypal
Fixed: Type-o during registration
Changes since version 2.0.0.44
New: Tabular layout data is now cached to improve program speed
New: It is now possible to print vehicle information in a tabular layout in some software SKU's
Changed: Selecting the Tabular Information item now automatically selects the first category of data
Changed: Speed improvements displaying tabular data
Changed: Customizations to the manufacturer browse grid are now saved
Changed: The Updated Data Statistics dialog has been removed due to speed concerns and the limited value of the numbers returned
Changes since version 1.8.20.43
New: A new Pumpkin theme is now included and will turn on automatically on the 31st of October each year
New: Ability to display vehicle data in a tabular layout rather than the default vertical layout in some software SKU's
New: Ability to browse product manufacturer contact information in some software SKU's
New: Ability to access MECP documentation under some software SKU's
New: Ability to access real-time technical assistance under some software SKU's
Changed: The user interface menu now separates seasonal and Office 2007 skins in their own menus
Fixed: Customized grid footers were not saving
Fixed: Situations where the prompt text may not be cleared from a search box when it has focus
Fixed: Several VCL bug fixes
Changes since version 1.8.19.42
Fixed: Additional handling of situations causing the error "Control '' has no parent window"
Changes since version 1.8.18.41
Fixed: Additional handling of situations causing the error "Control '' has no parent window"
Changes since version 1.8.17.40
Changed: It is no longer necessary to use CTRL+DEL to clear the value from certain date editors (the DEL key will suffice now)
Fixed: Additional handling of situations causing the error "Control '' has no parent window"
Fixed: Inventory item data grid customizations have been reset to reflect newly added data grid columns
Changes since version 1.8.16.39
New: Support for using a percentage rate (such as on a sales tax item or other charge item) on inventory items
New: More prominent link for contacting vehicle support added to applications featuring vehicle data
Changed: Adjusted display of negative dollar amounts when displaying inventory items to match QuickBooks
Changed: If appointment information is left blank, the program now includes the vehicle information along with transaction information when automatically filling in appointment information (previously only transaction information was used)
Changed: Overlay and splash screen images updated throughout the applications
Fixed: Makes without vehicles were showing in the vehicle browse screen
Fixed: On hand warnings are no longer shown for service items, non-inventory items, sales tax items and other charge item types
Fixed: Links and prompts for purchasing our Flexible Scheduling add-on were not enabled
Fixed: Wrong color used for links under Office 2007 style interface skins
Fixed: Required information during registration was not highlighted as indicated
Fixed: Rendering of items during registration was very slow for some applications (depending on active user interface skin)
Changes since version 1.8.15.38
Changed: Updates to the Help file's registration information
Changed: Adjusted display of negative dollar amounts when displaying customer balances to match QuickBooks
Changed: Receiving payments now behaves more like QuickBooks with regards to checking transactions and editing amounts
Fixed: Totals displayed on transactions could be off by one penny (this was only a visual bug and did not affect QuickBooks data)
Fixed: Situations causing the error "Control '' has no parent window"
Changes since version 1.8.14.37
Fixed: The Valentine's Day theme was automatically enabling the 14th of each month rather than just February
Changes since version 1.8.13.36:
Changed: "Common Installs" method of viewing vehicle information is now available regardless of data visibility
Changed: Structures are now fetched from the server when there is an error loading the cached copy
Fixed: Access violation closing applications that use the Office 2007 Fluent interface when the Help button is highlighted
Fixed: Error loading cached structure depending on the decimal separator specified in Windows
Changes since version 1.8.12.35
New: Total prices for Item Groups are now shown when selecting inventory items
Fixed: Scheduling applications were displaying vehicle user interface elements
Fixed: Vehicle information reference on the Connection Options screen
Fixed: When viewing vehicle information, categories displayed in the title area with an ampersand were wrongly displayed with an underscore
Fixed: Problems printing transactions with associated appointments with very long subjects
Fixed: Inventory item types were not showing when selecting inventory items
Fixed: Adding an inventory group to a transaction was not working properly
Changed: Speed improvements exchanging data with QuickBooks
Changes since version 1.8.11.34:
New: A new Summer theme is available in applications that support skinning, and will automatically turn on in June and July each year
New: The Valentine's Day theme will now automatically turn on February 14th each year
Changed: Removed files which are no longer necessary from some application setup files
Changed: Additional validation used on phone numbers during registration
Changed: Removed scheduling help topics from applications without scheduling support
Fixed: Updated out of date contact information found on some application setup files
Fixed: A file necessary for the software to function under Windows 98 was missing from some application setup files
Fixed: File download dialogs were not showing the estimated time remaining
Fixed: Work Details label misaligned on transaction print outs
Fixed: Text cut off in the Registration Wizard when running under Windows Vista
Fixed: References to company information in the Registration Wizard for individually owned applications
Changes since version 1.8.10.33:
Changed: Additional sales oriented elements hidden if QuickBooks integration is not enabled
Fixed: Using the QuickBooks Setup Wizard now properly shows sales oriented elements without restarting the application
Fixed: Alignment issue in the print with price breakdown dialog
Fixed: Progress bar when importing SKU's from QuickBooks did not animate
Changes since version 1.8.9.32
Fixed: Scheduling missing from some editions of the software
Fixed: Slow scheduler response when dealing with a large number of appointments
Changes since version 1.8.8.31
Changed: Checking for updates moved to the Help menu
Changed: Registering individually owned software (such as the Do It Yourself Guides) no longer prompts for a contact name during registration (registration already prompts for a first name)
Changes: Scheduling code and content removed from vehicle guides that do not support integrated scheduling
Fixed: Wrong banner was shown on the About screen for MERA Sales & Scheduling if vehicle data had not been purchased
Fixed: Wrong text was shown for sales and scheduling options if vehicle data had not been purchased
Fixed: Wrong text was shown for scheduling options in non-sales applications
Fixed: Sales related options were available in the scheduling options in non-sales applications
Changes since version 1.8.7.30
Changed: Improved the way technicians are saved on appointments when QuickBooks integration is not enabled
Changes since version 1.8.6.29
Changed: Help updated for scheduling applications
Changed: Customizations to the Office 2007 Fluent interface are now saved
Changed: Additional vehicle content removed from scheduling applications
Fixed: Removed checklist from work order print outs for scheduling applications
Fixed: Text cut off in print out options
Changes since version 1.8.5.28
Changed: Default phrasing for scheduler resources
Changed: Several sales oriented elements are now hidden if QuickBooks integration is not enabled
Changed: Help updated for scheduling applications
Fixed: QuickBooks Setup Wizard prompt not showing for scheduling applications
Fixed: Work Details icon for scheduling applications
Fixed: Phrasing on the technician reporting dialog for scheduling applications
Fixed: Phrasing throughout technician reports in scheduling applications
Fixed: Phrasing used for appointment labels in scheduling applications
Fixed: Phrasing used in the Default Technicians dialog for scheduling applications
Changes since version 1.8.4.27
Fixed: Unable to view and associate vehicle information in sales & scheduling applications when vehicle data was not purchased
Changes since version 1.8.3.26
New: Fading animations for elements of the Office 2007 Fluent interface (sales & scheduling applications)
Changed: Code signing certificate updated to extend certificate expiration date
Fixed: Rare scenario where corrupt settings would cause no information to show after selecting a vehicle
Fixed: Additional index out of range error with the scheduler
Fixed: Access violation with the scheduler
Fixed: Custom work day start and stop times were not reflected properly in the scheduler coloring
Changes since version 1.8.2.25
New: The Next and Previous Appointment buttons on the scheduler can now be turned off in the Sales & Scheduling Options
Fixed: Additional access violations when trying to create or edit a transaction when there has been an error connecting to QuickBooks
Fixed: All integration products were showing inline in the labor guide common install category
Fixed: Record index out of range error using the scheduler
Changes since version 1.8.1.24
Fixed: Fixed layout of color schemes in Office 2007 Fluent interface menu
Fixed: Unable to click Activity Control in the Sales & Scheduling Options screen
Changes since version 1.7.24.23
New: Several new user interface skins added
New: Ability to load user interface skins from external files
New: The navigation pane located on the left hand side of the program can now be collapsed to save space
New: The program now defaults to not showing universal products. This can be changed in the Application Options under Product Options
New: Buttons have been added to the scheduler for going to the next appointment and previous appointment
New: Support for assigning classes to transactions
New: Support for assigning classes to individual items on transactions
New: Ability to have all-day appointments display within the body of the scheduler rather than above (set in the Sales & Scheduling Options)
New: Ability to customize the text shown for appointment labels (set in the Sales & Scheduling Options)
New: Ability to customize the text shown for "Show Time As" on appointments (set in the Sales & Scheduling Options)
New: Ability to specify a company logo for print outs (set in the Sales & Scheduling Options)
New: Ability to export reports to Excel, HTML, XML, or text
New: Warning dialog displayed if there is insufficient on-hand inventory to complete a transaction
Changed: Improved resource usage in the customer selection and browse screens
Changed: Improved rendering and resizing of product images
Changed: Adjusted display of negative dollar amounts to match QuickBooks
Changed: Removed some unnecessary calls to QuickBooks which should speed up saving transactions
Changed: Selecting a customer on a transaction now shows their contact information without having to save the transaction first
Changed: When retrieving appointments from the server, appointments for one month prior and one month following are also retrieved to improve experiences with reminders and the new next and previous appointment navigation buttons
Changed: Installers are now referred to as technicians on transaction print outs
Changed: Improved the speed of retrieving inventory items and customers from QuickBooks
Changed: Improved speed of displaying vehicle information
Changed: Documents that were interrupted while downloading are now re-downloaded (instead of displaying empty or corrupt documents)
Fixed: Text translated using the translation tool is now read-only
Fixed: In the Common Installs categories, inline products were not showing in empty integration groups
Fixed: Double clicking (rather than single clicking) some items in the Common Installs categories would result in the wrong screen being displayed
Fixed: Changing the order of a manufacturer in Product Options required reselecting the manufacturer after each position change
Fixed: Changing the order of manufacturers in Product Options was not reflected in the inline products shown in the Integration sections of vehicle data
Fixed: Missing image in the Connection Options
Fixed: Scenario where clicking into the search box would not clear the search prompt text
Fixed: Markup rate percentages being applied to items with a quantity of zero on new estimates
Fixed: It was not possible to enter a negative quantity for an item on a transaction
Fixed: Some dialogs in the software had images with artifacts to the right of them
Fixed: The default tax code for a customer was being applied to all items instead of just items without a tax code specified
Fixed: Items in an item group were only added to a transaction with a quantity of one, regardless of the quantity of the item in the item group
Fixed: Toggling the option to suppress empty values when the top level Vehicle Information category was selected didn't work
Fixed: Clicking some vehicle image links (with spaces in the file name) would result in an error 400
Fixed: Documents that do not finish downloading are no longer saved
Changes since version 1.7.23.22
Changed: The registration wizard now validates phone numbers and requires a valid phone number with area code
Fixed: When registering, phone numbers using periods as delimiters are now formatted properly
Fixed: Check to ensure that a vehicle exists for a given make or model before the make or model is displayed in the program
Changes since version 1.7.22.21
New: Added support for custom welcome pages for individual distributors
Fixed: Selecting a vehicle by first clicking the Vehicles group in the navigation pane (indicated by the wheel image) resulted in an inability to view vehicle information (using the vehicle selection toolbar or clicking Select a Vehicle or Browse Vehicles still worked)
Fixed: List index error if cetain structures were empty coming back from the server
Changes since version 1.7.21.20
New: Download progress is now shown for larger documents as they are streamed from the server
Changed: Descriptions of integration products shown inline with vehicle data are now upper case for consistency with vehicle data
Changed: Splitters in the programs no longer automatically hide their content when clicked
Changed: Adjusted margins on the registration screen
Fixed: Limiting the number of bays shown per page on the schedule was not working properly
Fixed: Apply button was not becoming enabled after changing the bay count in the Install Bay Options
Fixed: Selecting a vehicle favorite category, searching for vehicle data, and then canceling the search resulted in an error
Fixed: Selecting a common install category, searching for vehicle data, and then canceling the search resulted in an error
Fixed: With a common install category selected, changing navigation bar groups to a different group, and then back to the vehicles group, did not show the vehicle data without clicking a new category
Fixed: Possible session error
Fixed: Column showing on custom installs screen that shouldn't be
Fixed: Deleting the last custom install from the navigation pane left the custom install visible on the main screen
Fixed: Displaying a vehicle with the toolbar also caused the vehicle select tab to be opened
Fixed: Memos entered on transactions were not saved back to QuickBooks
Fixed: The option to not have work order memos automatically updated with appointment information did not work properly
Fixed: Selecting a category of vehicle data may not leave the top row or rows (indicating the group of data) visible
Fixed: Scrolling down through vehicle data before clicking a row may result in the vehicle data scrolling up and the wrong row being selected
Changes since version 1.7.20.12
New: "Common Installs" method of viewing vehicle information broken down by install type (click the All Folders section to access the full selection of vehicle information)
Changed: Speed improvements displaying and navigating vehicle data
Fixed: Multi-select on vehicle data categories (using CTRL) was not working properly after a recent update
Changes since version 1.7.19.11
New: When attempting to use the software while the Internet is configured for Offline Viewing, a new dialog is displayed with detailed information on resolving the issue (rather than the previous WinInet error)
New: The option to purchase integrated audio removal documents from Car Stereo Removal, LLC from the Help menu or Help tab
New: A new Winter holiday theme is available in applications that support skinning, and will automatically turn on in December each year
Changed: Speed improvements displaying vehicle information
Changed: New code added in the past two revisions for focusing the first piece of information when browsing vehicle data did not handle focusing products under the Integration category
Changed: The application icon now supports lower color depths on systems that do not support alpha blended icons
Changed: Improvements to the translation functionality
Fixed: Wrong images used for forum threads depending on column sorting
Fixed: Under certain circumstances alternate phone numbers would not be printed on transactions
Changes since version 1.7.18.10
Changed: Category tree windows now render using the new skins introduced several revisions ago
Changed: Printing vehicle information no longer prints using the current skin's colors
Changed: After searching for a term on the vehicle information screen, the first attribute of data is automatically focused with that attribute's description automatically displayed
Changed: More dialogs updated to newer style task dialogs
Changed: Improved detection of pasted information during the registration process
Fixed: Various minor visual discrepancies after customizing visible manufacturers in Integration Excellence or MERA Sales & Scheduling
Fixed: Access violation using the search feature to search vehicle information
Fixed: Potential access violation closing the program with a desktop alert visible
Changes since version 1.7.17.9
New: Improvements to resource usage under Windows 98
New: Improvements to image rendering under Windows 98
New: The notes from the Install Details tab of an appointment are now included when a work order or invoice is printed
New: The customer message is printed when a work order or invoice is printed
New: Printing an estimate that has had a scheduled work order created from it now prints the appointment and install information from the work order
New: Additional on screen help for navigating categories of information
Changed: After selecting a category of vehicle information, the first attribute of data is automatically focused with that attribute's description automatically displayed
Fixed: Access violation viewing products after customizing visible manufacturers in Integration Excellence or MERA Sales & Scheduling
Fixed: Changing bays on a new appointment via the drop down control didn't change the associated installers if default installers are assigned to those bays via the Scheduling Options
Fixed: Estimate and invoice print outs had their reference numbers wrongly labeled "W.O. No."
Fixed: The wrong font was being used on estimate and invoice print outs
Fixed: Long appointment notes overflowed on transaction print outs
Fixed: Making a change to an invoice with an associated work order and appointment before printing the invoice would cause the appointment information not to be printed
Fixed: Vehicle category favorites were not being displayed under several circumstances
Changes since version 1.7.16.8
New: Speed improvements editing work orders with associated appointments and creating invoices from work orders
Changed: The program now prompts for a payment date instead of presenting an error when applying a payment without a date
Fixed: The Start Menu shortcut to uninstall the program may fail with the following message: This action is only valid for products that are currently installed
Fixed: The translation functionality was not working properly
Fixed: Printing a work order before closing the transaction editor would not print the appointment or install information
Fixed: Rare, potential access violation error closing sales and scheduling applications
Fixed: Rare, potential access violation error viewing a vehicle's information
Fixed: Printing an invoice did not print the installers for the appointment
Fixed: Printing a work order from the transaction browse screen did not print the installers for the appointment
Fixed: The location of the quick access toolbar next to the application bar in sales and scheduling applications was misaligned under some visual skins under Windows Vista
Changes since version 1.7.15.7
New: Improved support for QuickBooks Remote Connector - additional blocking during remote requests, specifically when testing the QuickBooks connection
New: Added the option to use a passive connection when submitting reports to the NPD Group
Changed: The time limit before a dialog is displayed indicating the program appears to be frozen has been increased from one minute to two minutes
Changed: Saved print outs from the print preview now save to a new default location which should make it easier to run as a non-administrator or from a server share without write access
Changed: When choosing a QuickBooks company file, the program now has improved support for defaulting to the proper directory
Changed: In sales and scheduling applications, the Office 2007 Fluent interface is now drawn into the application title bar under Windows 98 and Windows ME (as it is under later versions of Windows)
Fixed: Error streaming certain documents: buffer error
Fixed: Error when combining the QuickBooks Remote Connector with the option to keep the QuickBooks connection open in the advanced QuickBooks options: 301: Interrupted
Fixed: A problem with saved printer settings could result in the message "no pages to display"
Fixed: Possible Access Violation closing a tab in the program
Fixed: Under certain circumstances, creating an invoice from a work order or printing a work order could result in an access violation
Fixed: Repeatedly changing and saving a work order while keeping the transaction dialog open visually moved the appointment on the schedule
Fixed: Images in tree views were not rendered properly under Windows 98, Windows ME, and Windows 2000
Changes since version 1.7.14.6
Changed: Downloaded images, documents, and updates now save to a new default location which should make it easier to run as a non-administrator or from a server share without write access
Fixed: Deleting the rate or amount of a line item on a transaction and leaving it blank (rather than a 0) resulted in an error when saving
Fixed: A scenario where deleting an appointment, followed by creating a scheduled work order and finally creating an invoice from the scheduled work order could raise an access violation
Changes since version 1.7.13.5
New: When browsing or selecting customers, clicking a letter now shifts focus to the customer list allowing for immediate use of the scroll wheel or arrow keys to navigate
Fixed: Printed transactions and payment receipts had colored lines rather than grey under some circumstances
Fixed: Scenario where creating an invoice from a scheduled work order could create a duplicate appointment
Fixed: Creating or updating a work order, clicking to create an invoice from that work order, and finally canceling the new invoice now properly saves the changes to the work order
Changes since version 1.7.12.4
Fixed: Error on startup - Cannot load the tcOpenAppHook.dll library
Fixed: The date navigator on the scheduling navigation pane did not accurately show the start of week specified in the Scheduling Options
Fixed: Clicking the Check Schedule button when creating an appointment would show a single block from 12:00AM to 12:30AM if the scheduler screen had not been visited and the option to only display work hours was specified in Scheduling Options
Changes since version 1.7.11.3
New: Speed improvements throughout the program - programs should be more responsive
New: Improved support for the QuickBooks Remote Connector - additional blocking during remote requests, specifically during reporting
New: When attempting to access QuickBooks under Vista with UAC disabled, a new dialog is displayed with detailed information on resolving the issue (rather than the previous 606 error)
New: When attempting to access QuickBooks and automatic login to the company file has a failed, a new dialog is displayed informing the user of the steps necessary to fix the issue (rather than the previous 815 error)
New: When an appointment is deleted, the associated work order's memo is updated removing schedule information
New: When attempting to update a transaction or customer that is also open in QuickBooks, a new dialog is displayed detailing the issue (rather than the previous 809 error)
Fixed: Overlapping text on the Scheduling Options screen
Fixed: Inventory items were still timing out after five minutes instead of using the new primary item time-out in the Scheduling Options
Fixed: Creating an invoice from a work order and opting to cancel the action in order to associate installers was not changing to the Install Details tab
Fixed: Creating a transaction from another transaction (an invoice from a work order) did not check for required fields, leading to a slightly more cryptic error message than the normal prompt for more information
Fixed: A combination of creating an invoice, printing the invoice or taking payments, followed by creating a work order from the invoice and associating an appointment could result in a missing or overwritten appointment
Fixed: Creating a work order from an invoice and then saving could wrongly prompt the user to change the associated installers (should only prompt when changing an appointment)
Fixed: Clicking the Check Schedule button when creating an appointment would display a blank schedule if the scheduler screen had not been visited (changing dates on the Check Schedule screen worked around this previously)
Fixed: Grid line colors were blue instead of the proper skinned color when skins were active
Fixed: Transaction and payment reports had colored lines rather than grey under some circumstances
Fixed: Version of QuickBooks may not have been detected properly, which would result in the software falling back on working with QuickBooks 2004 and up
Fixed: Missing image on the advanced QuickBooks options screen
Fixed: Missing image on the QuickBooks time-outs options screen
Changes since version 1.7.10.2
New: Skins available in top tier products including Installation Excellence, Integration Excellence, and sales and scheduling applications
New: Ability to submit automated reports to NPD Group
New: When looking up payments, it is now possible to press CTRL+DEL to delete the to and from dates and search without a date range
New: Improved support for the QuickBooks Remote Connector - the program now blocks during remote requests, providing a more consistent experience
New: Support for partial quantities on transactions in sales and scheduling applications
New: Added the ability to print payments after the fact by double clicking a payment on the browse payments screen
New: Additional debug extensions for tracking updating appointment work order associations
Changed: Documents and images cached locally that are older than 90 days are now redownloaded
Changed: Errors loading printer settings are now handled more gracefully, allowing the program to continue loading after displaying the error
Changed: The time limit before a dialog is displayed indicating the program appears to be frozen has been lowered from two minutes to one minute
Changed: The time-outs for QuickBooks lists have been increased to keep the sales and scheduling applications more responsive (time-outs are now adjustable within the Scheduling Options)
Changed: Better handling of a different company file being open in QuickBooks than is specified in the Scheduling Options of sales and scheduling applications
Fixed: City and state were reversed in customer addresses on transaction and payment print outs
Fixed: Possible error saving transactions: 899: Cannot clear the element in the ItemSalesTaxRef field
Fixed: Fixed the rendering of the application menu in sales and scheduling applications when integrated vehicle data was not enabled
Fixed: It was not possible to set the terms on a transaction to the first term in the list
Fixed: A small amount of memory was leaked when associating vehicles with work orders
Fixed: After applying a payment to an invoice, the balance may not have updated to reflect the payment (depending on steps taken)
Fixed: Under Windows Vista, bug reports may fail to send automatically, instead falling back on the default email client
Fixed: Under Windows XP, the splash screen had a white gap at the bottom
Fixed: When setting up bay options in sales and scheduling applications, the drop down for selecting installer images was blank
Fixed: Schedule search result text and grid lines were rendered improperly
Fixed: Navigating away from schedule search results, and then back to the schedule, hid the search results but left the search term text
Fixed: Printing a transaction when the customer's information included special characters (such as a < in the address) caused an error
Fixed: Emails sent from MERA Sales & Scheduling had their automatically generated signature cut off at the ampersand
Fixed: Toolbar images rendered improperly under Windows 98
Fixed: Dialogs displayed while the program was started were showing behind the start up splash screen
Fixed: Several screens during the setup of applications with an ampersand in the name showed an underscore instead of the ampersand symbol
Changes since version 1.7.9.1
Fixed: Some software applications would prompt for updates when already running the latest version of the program
Changes since version 1.7.8.2
Changed: Inventory item drop down columns adjusted to make price visible without scrolling
Fixed: Error dividing by zero adjusting the total price on a line item when the quantity has been adjusted to zero
Fixed: Creating a work order, followed by creating an invoice for that work order (without closing the work order) resulted in the two transactions not being linked in QuickBooks
Fixed: Error creating an invoice from a work order when the customer's name has an ampersand in it: 901: XML Generation Error. The request that was issued could not be understood by the Quickbooks request processor. Please check the QBXML Version to make sure your request is supported.
Fixed: Possible error saving an appointment: An exception was raised on the server: The specified session is invalid. Please login.
Fixed: Items could visually show up on a transaction with blank names after adding the item (but would show after saving the transaction)
Fixed: Error having sales tax as a line item on a transaction: 899: There was an error when converting the quantity "1" in the field "item line quantity". QuickBooks error message: You cannot set the quantity for items of this type.
Changes since version 1.7.7.1
New: The software now loads more quickly
Changed: Using the Check Schedule feature from an appointment now changes to the date of the appointment
Fixed: Error rescheduling an appointment using the Check Schedule feature
Changes since version 1.7.6.3
New: Support for fixed and non-fixed renewal rates when renewing subscriptions within the software
New: Member pricing for purchases within the software now supports a membership expiration date
Fixed: Transactions created from other transactions (e.g. invoices created from work orders) now default to today's date
Fixed: Updating an appointment's scheduled time to another month or year could cause the appointment to visually disappear, though it would show after refreshing the schedule
Changes since version 1.7.5.2
New: When checking for updates under Windows Vista, the Finish button shows a security shield icon if finishing will trigger User Account Control (UAC)
New: When looking up transactions, it is now possible to press CTRL+DEL to delete the to and from dates to search without a date range
New: Phone numbers are automatically formatted both when saving and displaying phone numbers, in the software registration as well as sales and scheduling areas
New: Debug extensions to assist in the tracking of scheduled appointments
New: Support for member prices when purchasing services within the applications
New: Setups and programs are now digitally signed to ensure authenticity and reduce the number of warnings shown by Windows and QuickBooks
Changed: The UPC sync dialog in sales and scheduling applications now displays a marquee scroll bar
Changed: Changing the customer or reference number on a work order now updates the associated appointment's subject and description if they have their default values (the customer name and work order reference number)
Changed: Registration process now prompts for "Full Name" rather than "Company Name" for individually owned applications
Changed: In sales and scheduling applications, Scheduling Options are now found in the application menu, accessed by clicking the round application button in the upper left
Changed: When tabbing into an address edit, the cursor now defaults to being placed at the end
Fixed: Phone numbers were not showing on printed transactions
Fixed: Viewing a transaction, followed by editing the customer to change one of their phone numbers, and finally viewing the transaction again, did not reflect the changes to phone numbers
Fixed: Potential AV creating an invoice from a work order or estimate
Fixed: When searching for work orders from the Work Order Lookup screen (while entering a new appointment), the date range entered was ignored and all work orders were returned
Fixed: Error running error under Windows 2000: Class TdxPNGImage not found
Changes since version 1.7.4.3
New: Support for barcode scanners in sales and scheduling applications. UPC's should be scanned, in QuickBooks, into either a custom field called "UPC" or the item name field. Refer to the help file for more information
New: Deleting an item name from a transaction now removes that entire line item
Fixed: When selecting inventory, price and description were not retrieved for non-inventory items and services
Fixed: Possible error adding or editing a customer: 611: This application has not accessed this QuickBooks company data file before. The QuickBooks administrator must grant permission to access this file for the first time
Changes since version 1.7.3.2
Fixed: Selecting a customer on a transaction did not add the customer's name first to the address box
Fixed: Can't select a company file after configuring a remote connection for QuickBooks
Fixed: The first customer wasn't being automatically selected when selecting customers
Fixed: Possible error saving a transaction: 899: Cannot clear the element in the ItemSalesTaxRef field
Fixed: Saving a work order without an appointment still indicated a scheduled appointment on the work order's memo field
Fixed: Items on a printed invoice had the wrong style header
Changes since version 1.7.2.2
New: Any changes to the columns (such as resizing) when viewing line items on a transaction are now saved
New: When entering customer names, you are now given the option to have them formatted last-name-first (QuickBooks defaults to first-name-first)
New: Support for QuickBooks Remote Connector, allowing sales and scheduling applications to access QuickBooks data on remote machines (on a local network or over the Internet) without having QuickBooks installed locally
Changed: Speed of populating inventory select screen has been improved
Changed: Speed of populating customer select screen has been improved
Changed: Speed of retrieving inventory from QuickBooks has been improved
Changed: Inactive products are no longer retrieved from QuickBooks
Changed: Line items that are sub-items no longer display their full name on print outs
Changed: New, faster objects used when listing inventory items and customers, resulting in faster performance
Changed: Customers no longer sort with case sensitivity
Changed: Inventory items no longer sort with case sensitivity
Fixed: When entering transaction items on an invoice, deleting the rate or amount resulted in a variant error
Fixed: Possible error populating terms with blank values: '' is not a valid floating point value
Fixed: Eliminated a few unnecessary calls to the server
Fixed: Customers created would not have the sales tax saved to them if it was the default sales tax and not manually changed by the user
Fixed: When using the "Check Schedule" feature, selecting a bay did not properly apply that bay to the current appointment
Fixed: In sales and scheduling applications, changing vehicles on the Installation tab could result in the Select Vehicle group not drawing properly
Fixed: Missing image on scheduling options screen
Changes since version 1.7.1.1
New: Screen tips were added for the application menu in sales and scheduling applications
Changed: Grouping on the schedule checking screen changed to match the actual schedule
Changed: PO number was added to printed estimates, work orders, and invoices
Changed: Terms were added to printed estimates and invoices
Fixed: Unable to save transactions containing inventory items that are sub-items of other inventory items
Fixed: Captions under Recent Vehicles cut off under some operating systems
Fixed: Further fixes to the rendering of toolbar items under Windows 2000
Fixed: Registration screen would not have an Office 2007 style if it was shown before the application loaded
Fixed: Registration prompts not showing ampersands correctly
Fixed: Under the Office 2007 style, fixed drawing of navigation pane's overflow area as it is resized too small to fit its items
Fixed: It was possible to bring up a non functional event dialog from the schedule checking screen (not the actual schedule)
Changes since version 1.6.30.4
New: Office 2007 style available in top tier software packages including Installation Excellence and Integration Excellence
Changed: Several additional adjustments to the Office 2007 style colors for sales and scheduling applications
Changed: Running the application without GDI+ installed (a requirement) now results in a more informative prompt rather than the error shown previously
Fixed: A couple of the navigation bar groups had the wrong image size
Fixed: On some systems, closing the application would leave an image of the application on screen until the Windows Desktop was refreshed
Fixed: Toolbar images under Windows 2000 were not rendering properly
Changes since version 1.6.29.5
Changed: Navigation bar updated to a new Office 2007 style
Fixed: Clicking the entries under Recent Vehicles brought up the wrong vehicle
Changes since version 1.6.28.2
New: When you move an appointment to a new bay, a dialog is displayed prompting you to adjust the installers assigned to the job
Changed: Updated the frequently asked questions in the help file
Changed: When selecting a customer, the customer's default vehicle will no longer be loaded over a vehicle the user may have selected already
Fixed: Repeatedly making changes to an appointment and printing (to save) would create duplicate appointments
Fixed: Transaction/appointment dialog flashing when displayed
Changes since version 1.6.27.3
Changed: Trying to save a customer without specifying a customer name no longer results in an error. It now displays a prompt for the information
Changed: Applying payments now prompts for a payment method rather than simply disabling the Apply button when a payment method is not specified
Changed: Help file updated to include information on activity control, default installers, and resetting prompt opt-outs
Fixed: Work order print outs were printing an extra blank page
Fixed: New, "blank" appointments (no information entered at all) did not have installers added via the Default Installers (in the Scheduling Options) saved
Fixed: Potential error saving an transaction: 899: There was an error when converting the percent "0%" in the field "item cost". QuickBooks error message: This transaction doesn't support items with percentage rates.
Fixed: Dragging an appointment to a new month visually created a duplicate appointment (it did not actually create one unless the duplicate was opened and saved)
Changes since version 1.6.26.2
New: Ability to specify a default list of installers, per bay, that will be added automatically to new appointments (found in Scheduling Options)
Changed: New splash screen images for the various programs
Fixed: When you saved a work order that had no appointment (check box not checked) you still got prompted to associate installers
Fixed: Text on the advanced QuickBooks settings screen was cut off
Fixed: Border missing at the top of the Appointment Details tab when creating a new work order
Fixed: Potential bug with population of some of the combo boxes in the software
Changes since version 1.6.25.5
New: By default, the program will not allow for the creation of an invoice from a work order that already has a fully paid invoice. this can be turned off in the scheduling options
Changed: It was still possible to take a payment without a payment method by clicking cancel and then apply
Changed: The speed of retrieving payments or transactions by a combination of customer and date range for smaller date ranges has been improved
Fixed: Error running transaction history report
Fixed: All wrong borders on dialog headers and footers
Fixed: In the payment history customer drop down, typing didn't browse to that letter
Fixed: In the transaction history customer drop down, typing would browse to the letter but wouldn't activate the incremental search
Changes since version 1.6.24.2
New: A new area in the interface options allows you to reset the various prompt opt-outs in the program ("Assume this response from now on" or "Don't show this prompt again")
New: When rescheduling an appointment, if the associated work order already has an invoice, a prompt is shown to double-check the rescheduling
Changed: A payment method must now be specified when receiving payments
Changed: Saving changes to a new customer when a customer with the same name already exists in QuickBooks shows a warning dialog now rather than an error
Changed: Removed band headers and filter footers from the payment and transaction history report print outs
Changed: The payment and transaction history report print outs are now black and white (the print outs directly from the browse screens are still in color)
Changed: Clicking Cancel when processing a credit card now cancels the payment as well as the processing (instead of canceling the processing and allowing the payment)
Changed: Help file updated to include information about finding customer balances via the Receive Payments screen
Fixed: Clicking Browse Customers from the schedule, and then clicking Install Schedule, would not show the schedule
Fixed: Small memory leaks from the new customer browse watermark code
Fixed: Controls flickering on the report settings dialogs (payment and transaction history reports)
Fixed: Error applying payment when no transactions were checked: 141: You must set AppliedToTransactionDetails to do a custom ReceivePayment (now applies to future transactions/credit)
Fixed: Potential AV bringing up a work order with an associated appointment before viewing the schedule
Fixed: Editing appointment data on work orders via the Browse Transactions screen could lead to cached appointment data being shown in the dialog rather than the changed data
Changes since version 1.6.23.5
New: Prompt to ensure installers are associated with appointments before saving
New: Prompt to check before deleting appointments
New: When viewing transactions, after clicking Create Invoice, if an invoice already exists based on that transaction, a prompt is shown
New: New image overlay when browsing customers
Changed: Saving a transaction without a customer or line items no longer raises an error - it now shows a friendly dialog
Fixed: Could lose work order association if the work order wasn't found in QuickBooks and the appointment is edited and saved
Fixed: Some applications had cut off text for the application name on the new splash screen
Fixed: Some applications' help files weren't updated in the previous release
Fixed: Wrong borders on the headers in the program wizards
Fixed: Print transaction button was (wrongly) hidden rather than disabled in sales applications without QuickBooks integration configured
Fixed: Vehicles added to an appointment by "default" (they weren't entered, they were either the last vehicle for that customer or the current vehicle being viewed in the software), didn't get saved on the work order
Fixed: Selecting a new line item, over an existing item with a quantity greater than one, selected that new item with the new price but with a total for only one item
Fixed: Long vehicle names overlapped other text on transaction print outs
Fixed: When creating a transaction, the Create button was enabled with no transaction information entered
Fixed: When creating a transaction, the OK button was enabled with no transaction information entered
Fixed: When creating a transaction, the Create button was disabled with information entered but without having been saved (now prompts, saves, and creates)
Fixed: When selecting payments and transactions for today, some items were incorrectly discarded from the results
Fixed: When viewing the appointment details of an appointment, clicking Create Invoice would create an invoice but stay on the wrong page
Fixed: When viewing an appointment, after clicking Create Invoice the work order search box was still visible
Fixed: Potential access violation editing a transaction from the Browse Transactions screen
Fixed: Editing work order from browse transactions didn't show installers
Changes since version 1.6.22.4
Fixed: Error editing appointment if work order was not found (now prompts to remove association)
Fixed: Several QuickBooks selections were available to non-sales applications
Fixed: Create transaction and payment buttons were visible on appointments in non-sales applications
Fixed: Typing the first letter in the customer field for the history reports was not selecting that letter in the customer drop down
Fixed: Bugs in scheduling, duplicate appointments or wrong appointments being updated, RecordIndex errors
Fixed: Appointments were leaking memory
Changes since version 1.6.21.5
Fixed: Inability to select a customer when receiving payments
Fixed: Possible error changing from a vehicle with community posts to one without
Changes since version 1.6.20.2
New: Payment history report, available on the Sales & Scheduling tab
New: Transaction history report, available on the Sales & Scheduling tab
New: Ability to set a default sales tax for new customers
Changed: Added visual help to the credit card processing screen
Changed: Stock number and RO number added to print outs
Changed: Searching payments and transactions by both customer and date range now returns items for both the customer and the date range, rather than all items for that customer regardless of date
Changed: Stock number is saved with customer vehicles and will be recalled when that customer is scheduled again (along with the rest of the vehicle information)
Fixed: Creating a new appointment, entering work order information, printing the work order, and then clicking OK resulted in a duplicate appointment being scheduled
Fixed: Incremental search when entering inventory items on a transaction by typing their name wasn't being cleared, so entering any item after the first required backspacing the previous incremental search
Fixed: Blank caption areas removed from the top of both the payment and transaction report print outs
Fixed: Repeatedly saving a transaction after changing the customer address information would keep asking if you wanted to save that address back to the customer, even after selecting yes once or more
Fixed: If you edited an existing appointment, changed the work order, clicked print (so that it saved), keep that dialog open and made another change, clicked print (so that it saved again), the wrong appointment was updated
Fixed: Access violation viewing appointments without QuickBooks setup
Fixed: Double border at top of appointment with no QB integration
Fixed: Creating/editing appointment without QB integration wrongly hid job details tab
Fixed: Error selecting installer for appointment without QB integration: Please use the scheduling options to specify a location for your QuickBooks company file
Changes since version 1.6.19.5
New: Stock number and RO number added to the Install Details page of scheduled installations
Changed: Additional work on the help file for sales and scheduling applications
Changed: Additional work within the program for new context sensitive help topics
Fixed: Installers not showing on appointments
Changes since version 1.6.18.2
New: New help file targeted at sales and scheduling applications
Changed: Show As items "At Shop" and "At Dealer" have been renamed "On Site" and "Off Site"
Fixed: Sorting of products could become off after looking up several vehicles
Fixed: Possible error creating custom installations for vehicles without trim levels
Fixed: Overlapping text when working with custom installs under Vista
Fixed: Access violation when switching from a vehicle with community comments to a vehicle without
Changes since version 1.6.17.5
New: Ability to edit customers from any customer drop down
New: Credit card payment information can be shown on the browse payments screen
New: When printing invoices, you are now prompted to print the invoice with or without individual line items. This setting can be saved, and you can hold SHIFT to skip this and print WITH prices, or hold CTRL to skip this prompt and print WITHOUT prices.
New: Added the ability to check the schedule from the appointment editing screen. Displays a dialog that allows you to check for conflicts and interactively select your appointment's time and bay
Changed: Improved speed of printing transactions and receipts
Changed: Victory Technologies footers removed from transaction and payment print outs
Changed: When creating and editing customers, the default fields are now first and last name and middle initial
Changed: Show As items "Busy" and "Out of Office" have been renamed "At Shop" and "At Dealer"
Changed: Improved painting when applying payments to an invoice
Fixed: Failed registrations resulted in an access violation
Fixed: A double ampersand was showing in one of the registration dialogs
Fixed: Cleaned up operation of program without QuickBooks integration, including disabling features, hiding features, etc.
Fixed: Fixed the tab order on the customer creation screen
Changes since version 1.6.16.4
Changed: Transaction and payment browse screens are now scrollable for smaller resolutions
Changed: Quantity column on the transaction screen no longer has up/down buttons and no longer allows a value less than 0
Changed: Improved the speed of retrieving unpaid transactions when receiving payments
Changed: Credit card information is shown on payment receipts
Changed: Removed unpaid transactions from payment receipt
Changed: Amount due on individual transactions after payment shown on payment receipt
Changed: Balance due broken up into balance due on transactions on payment receipt and balance due on other transactions
Fixed: Access violation changing settings with vehicles navigation group active but no vehicle data populated
Fixed: Searching appointments by customer name was not working properly
Fixed: After creating an invoice from a work order on the appointment screen the reference number text was not updated
Fixed: Possible access violation closing the program (rare)
Fixed: Items that are set to taxable are being added to transactions as taxable rather than non-taxable when creating a transaction for a non-taxable customer
Fixed: Making a non-credit card payment prompted for card information if the option to process credit cards was checked
Fixed: Balance due on payment receipts was before the payment
Fixed: Payment receipts were missing invoice numbers
Fixed: Error clearing out payment amount when receiving payments: Could not convert variant of type (String) into type (Double)
Changes since version 1.6.15.5
New: Ability to browse payments and print payment reports
New: Changing the address on a transaction prompts to save the change back to the customer
Fixed: Payments were recorded with no payment method unless the payment method was manually selected
Fixed: Credit card transaction details were not being saved with payments when processing cards through QuickBooks
Changes since version 1.6.14.2
New: Loading screen shows the progress of the application launch
New: Ability to create a work order from an existing invoice
New: Contact information, including phone and fax number, are shown on the transaction screen
New: Ability to process credit cards through QuickBooks Merchant Services
Changed: Improvements to application load time
Changed: Quantity is now the first column for materials on the transaction screen
Changed: Name auto fill on new customers no longer includes the salutation
Changed: After entering a credit card number when receiving payments, the card number is masked
Changed: Name on card is automatically filled in based on customer name when editing customer information
Changed: Speed of retrieving transaction lists has been improved (browse transactions screen)
Changed: Pressing enter in the reference number field searches for transactions in transaction browse
Fixed: Possible error applying payments (RecordIndex out of range)
Fixed: Error creating a new customer when specifying a preferred payment method
Fixed: Credit card numbers were masked wrongly (wrong last four digits shown)
Fixed: Error receiving a payment when no transactions are being paid (just taking a payment)
Fixed: Receiving a payment when no transactions are being paid prints a blank page
Fixed: Sales tax totals not showing on existing transactions
Fixed: Sales tax rounding improperly (we were using bankers rounding, QuickBooks uses simple rounding)
Fixed: Editing customers results in address growing with duplicate lines
Changes since version 1.6.13.5
Changed: More descriptive error when trying to create an invoice for a work order that already has a linked invoice (was "The transaction is empty")
Fixed: Error saving transaction created from another transaction (Cannot clear the element in the XXX field)
Fixed: Extremely rare AV closing the application
Changes since version 1.6.12.6
Changed: Editing customers posts those changes back to the customer cache
Changed: Changes to customers and new customers are immediately reflected in each customer browse (adding a customer from a transaction reflects on already open customer browse screen)
Changed: After creating a customer, the customer select used to create the customer goes to the associated letter
Fixed: Creating a new customer showed it on the current customer select view even if it was the wrong letter selected
Fixed: New and changed customers weren't getting posted back to the cache of QuickBooks customers
Fixed: Editing an existing estimate caused access violations
Fixed: Unable to change some transaction details on existing transactions (customer, sales rep, tax code, tax item)
Fixed: Unable to change some customer details on existing customers (sales rep, tax code, tax item)
Fixed: Error creating customer (the given object ID "" in the field "list id" is invalid)
Fixed: Access violations (once and for all!) after selecting items from a drop down (tax code, tax item, etc)
Fixed: Error saving customer on QuickBooks 2004 and earlier
Fixed: Error changing payment method on existing customers
Changes since version 1.6.11.5
New: Support for QuickBooks inventory item groups (allow you to put one item on a transaction that automatically adds a group of inventory items)
New: Ability to browse through QuickBooks customers
New: Ability to edit the details of existing QuickBooks customers
Changed: Speed improvements when retrieving transactions for QuickBooks 2005 and up
Changed: Improved caching and refreshing of QuickBooks data so that usage of the program should be quicker and more consistent
Fixed: Clicking the drop down for inventory items wasn't selecting the current inventory item on an existing transaction
Fixed: Access violation selecting a customer tax code on a transaction
Fixed: Access violation selection a customer tax code when creating a new customer
Changes since version 1.6.10.2
Changed: Selected letter for selecting customers now scrolls into view when control drops down
Changed: Speed improvements when clicking the "other" button [...] when selecting customers
Fixed: Error receiving payments: Cannot assign nil to a TFont.
Fixed: Error applying payment on transaction without manually selecting customer
Fixed: Applying payments to a transaction wasn't selecting that transaction's customer
Changes since version 1.6.9.5
Fixed: Problem bringing up details when browsing transactions
Changes since version 1.6.8.4
New: When creating appointments, the currently selected vehicle (if vehicle data is enabled) is used by default
New: Customer tax codes are used by default for invoice items that do not have a tax code
New: Ability to print payment receipts when receiving payments
New: Changing payment methods adjusts controls for selected payment method
Changed: Retrieval of customers from QuickBooks is several times faster for QuickBooks 2005 and up
Fixed: Limited accounts under Vista were unable to download updates
Fixed: Tax totals were not shown on transactions where customer defaults were loaded unless a sales tax item was manually selected
Fixed: Error receiving payments on a customer that has no default payment method defined
Fixed: Potential error populating customers on QuickBooks 2005 and older
Fixed: Error creating appointments without QuickBooks integration setup
Fixed: Buttons showing up wrongly when QuickBooks integration was not setup
Changes since version 1.6.7.5
New: Quick print button to print appointments without previewing
New: Customer defaults are loaded when a customer is selected on a transaction (terms, sales rep, tax codes)
New: Customer payment details are loaded when a customer is selected receiving payments
New: Ability to print transactions from browse screen
Changed: Various aspects of QuickBooks integration have been sped up
Changed: Selecting customers is now more limiting, speeding up retrieval of customers from QuickBooks (more work to come here)
Changed: QuickBooks Setup Wizard is now enabled even if QuickBooks integration has already been setup
Changed: Instead of saving vehicle history, recent vehicles are saved as a separate setting (saving history didn't make sense in practice, recent vehicles are a separate concept)
Fixed: Some debug code removed
Fixed: Elements of vehicle integration being visible or active when vehicle integration was not enabled
Fixed: Potential error saving transactions
Fixed: Potential data loss saving transactions
Fixed: Limited accounts under Vista were still unable to stream documents
Changes since version 1.6.6.4
New: Quick print button to print transactions without previewing
Changed: Can now specify preferred payment method when creating customers
Changed: Setting a customer's full name now also updates the customer name (already updated contact name and address) if empty
Changed: Closing or canceling when entering a new customer, with changes, now prompts to save
Changed: After making a payment on the invoice screen, the balance on the invoice now reflects the updated amount if payments were applied to that invoice
Changed: After applying payments, the listed transactions with open balances are refreshed to show their updated balances
Changed: Balances shown while browsing transactions are updated after applying payments
Fixed: When receiving payments, checking off transactions wasn't updating the payment if a payment amount wasn't specifically entered
Fixed: Customer was not available when you create an invoice, create a customer, and then make payments without closing the invoice first
Fixed: Potential error applying payments: Object "XXX-XXXXXXXXXX" specified in the request cannot be found
Fixed: After the new customer button was added to the customer drop down, the customer list didn't get focus on drop down (and wouldn't inplace search)
Changes since version 1.6.5.5
New: Ability to create customers
Fixed: Error applying payments without a payment method
Fixed: Potential error saving transactions: Cannot clear the element in the ItemSalesTaxRef field
Changes since version 1.6.4.2
New: Ability to receive payments on invoices
New: New window for receiving payments from customers
Changed: There is now a prompt to save changes before receiving payments
Changed: There is now a prompt to apply payments when closing out of receiving payments
Changed: Payments are shown on invoice print outs
Changed: Open balance is shown on the transaction browse screen
Changed: Open balance is shown on transaction windows
Fixed: Creating a new invoice left the transaction type blank
Fixed: Creating a work order from an estimate with no changes wrongly prompted to save changes
Fixed: Applied amounts on invoice print outs showed negative
Fixed: Unable to create a work order or invoice from an estimate after saving the estimate for printing
Changes since version 1.6.3.5
Changed: The transaction type is displayed as a large label rather than an disabled text entry on transaction forms
Changed: Controls not applicable to the current transaction type are hidden
Fixed: Items in the recent vehicles list were being cut off
Fixed: All day events did not display correctly on print outs
Fixed: Duplicate vehicles showing in the recent vehicles list
Fixed: Creating invoice from a scheduled appointment, print button still said Print Work Order
Fixed: Printing an invoice created from a scheduled appointment prompts to save a work order
Fixed: Clicking create invoice from appointment without changes wrongly prompted to save changes
Fixed: Clicking create invoice from appointment and selecting no at the prompt still created an invoice
Fixed: Printing an invoice created directly from an appointment didn't work
Fixed: Creating an invoice from an appointment still had a visible delete button
Fixed: Purchasing vehicles on a vehicle-by-vehicle subscription could be based on the wrong billing rate
Changes since version 1.6.2.2
Changed: Going to browse invoices automatically populates when it is shown (instead of waiting for a query)
Changed: No longer have to close a new transaction to print it. Clicking print will now prompt to save
Changed: The Scheduling group now shows up first on the Sales & Scheduling tab of the Office 2007 style Fluent interface (sales & scheduling applications)
Fixed: Opening an invoice and closing without changes wrongly prompted to save changes
Fixed: Clicking Ok to save a transaction could result in a prompt to save the transaction
Fixed: Saving an estimate could result in an error: Cannot clear the element in the ItemSalesTaxRef field
Fixed: Creating a new estimate or work order and then closing without changes would wrongly prompt to save
Fixed: Changing line items wasn't prompting to save transactions
Changes since version 1.6.1.1
New: Create work orders and invoices from estimates (sales & scheduling applications)
New: Create invoices from work orders (sales & scheduling applications)
New: Task Dialogs provide more information when prompted for feedback by the program
New: Track linked transactions (sales & scheduling applications)
New: Link invoices to work orders in QuickBooks 2007 (sales & scheduling applications)
New: Printing invoices and estimates (sales & scheduling applications)
Changed: Additional visual adjustments when the application is run under Windows Vista
Changed: Windows 95, 98, and Millennium are no longer supported
Fixed: Potential error clicking from one selection to another in the vehicle select toolbar
Fixed: Potential error creating estimates
Fixed: Proper handling of updating appointments with associated work orders that aren't found in QuickBooks
Fixed: Several vehicle guides were (unnecessarily) prompting for administrator rights elevation under Windows Vista
Fixed: Form sizing issue when first running the application
Changes since version 1.5.26
New: Office 2007 style Fluent interface for sales & scheduling applications
New: Vehicle history (back and forward in toolbars, recent vehicles in Fluent interface) is saved between program uses
New: QuickBooks data is automatically refetched in the background to provide new customers, inventory items, etc.
New: Ability to search for and update QuickBooks transactions (estimates, work orders, invoices)
Fixed: Removing product manufacturers could result in the wrong product details being displayed
Fixed: Limited accounts under Vista were unable to stream documents
Fixed: Products with manufacturers without contact information displayed details wrongly
Fixed: Blank product lines showing when hiding product manufacturers
Fixed: Alignment fields showing up as units (inches)
Fixed: Translation tool was not working properly
Fixed: Categories without data showing when suppression is enabled
Fixed: Product category suppression now takes into account hidden manufacturers, properly suppressing addition categories
Fixed: Missing image for work order search button
Fixed: Potential error installing application (error occurred while downloading the file WindowsInstaller-KB893803-x86.exe)
Fixed: Creating a new invoice after editing an appointment resulted in the appointments installers being added to the invoice
Changes since version 1.5.25
New: Ability to save changes to work orders in sales & scheduling applications
New: Ability to create work orders, estimates, and invoices in sales & scheduling applications
Fixed: Error starting the application with sales & scheduling features but no vehicle data integration
Fixed: Detecting QuickBooks installations failed under limited accounts in Windows Vista
Changes since version 1.5.23
New: Enhanced filtering: filter on multiple values using check boxes
New: Enhanced date filtering and grouping: filter and group by dates relative to today (past week, past two weeks)
New: Added a QuickBooks Setup Wizard to simplify the setup of integration with QuickBooks
New: Added advanced sales and scheduling features for the MERA Sales & Scheduling product line
Changed: Additional visual adjustments when the application is run under Windows Vista
Changed: Improvements to bug reporting should allow for more automated submissions to work without using an email application
Changed: Program reports if an installation of QuickBooks was not detected
Changed: Program now requires QuickBooks to be open to setup integration, with the ability to launch QuickBooks for you
Fixed: Maximizing, minimizing, and then restoring the program would leave the program restored rather than maximized
Changes since version 1.5.22
Changed: Many visual adjustments when the application is run under Windows Vista
Changed: Dialog concerning running Windows 9X is now only shown once (was every startup - the desktop alert warning will still show on every startup)
Fixed: Appointments disappearing from the schedule after a period of inactivity
Fixed: Potential error showing desktop alerts under Windows 98 (parameter is incorrect)
Fixed: Drawing of images in tree views under Windows 98
Changes since version 1.5.21
New: Support for associating installers with appointments without permission to Employees & Payroll in QuickBooks
New: Support for associating installers with appointments without QuickBooks integration enabled
Changed: Changes to the subscription adjustment pricing when purchasing available features
Fixed: Print Work Order button was not showing up until an appointment was saved and reopened
Fixed: Possible error searching for Work Orders: RecordIndex out of range
Fixed: Caching of data is disabled if MSXML is not installed
Fixed: Possible error after trying to create a scheduled appointment without sufficient access to QuickBooks
Fixed: Possible error editing an appointment directly after creating it
Fixed: Cut off labels on installer activity report dialog
Fixed: Installers missing or changed on appointment after moving or resizing the appointment visually
Fixed: Installers missing or changed on appointment after changing appointment's "Label" or "Show Time As" via the right-click menu
Fixed: Vehicle support emails in MERA's Integration Excellence were being directed to our "suggest solution" address
Fixed: "Cannot create file" error opening program under Windows 98
Fixed: Changes to the number of bays shown on screen on the scheduler are now saved when adjusted directly on the scheduler's bay navigator (shows on the lower left of the scheduler). Previously only saved when adjusted in the Scheduling Options dialog
Changes since version 1.5.20
New: Added prompt to launch QuickBooks before accessing QuickBooks data. While not necessary for QuickBooks integration to function, it speeds things up quite a bit
New: Added advanced QuickBooks integration options to control prompting to launch QuickBooks, keeping open connections to QuickBooks, and more
New: Added a warning about Windows large font settings and a help topic about disabling this setting
New: Added the ability to limit the number of bays shown per page in the scheduler
New: Support for various vehicle chassis, such as left and right hand drive vehicles
Changed: Added new image overlays for the different screens in the program
Changed: Scheduling is now publicly available in top tier software packages including Installation Excellence and Integration Excellence. Purchase scheduling via the Available Features item in the Help menu
Fixed: RowIndex out of range error printing install activity reports
Fixed: Values from previous vehicle persisting when changing to new vehicle
Fixed: Error updating QuickBooks Work Orders with line item groups
Fixed: Vehicle Selection toolbar not repainting after changing vehicle selection on another screen
Fixed: Error registering saying cannot focus disabled or invisible window
Changes since version 1.5.19
New: Added scheduling and QuickBooks integration to top tier software packages including Installation Excellence and Integration Excellence. This is currently in beta testing and only available by contacting Victory Technologies
Fixed: "There is no default printer selected" error after previewing a print out when there is no printer installed
Changes since version 1.5.18
Fixed: There is a chance of an error occurring when trying to update the application stating that a service is already started. This release fixes that issue. In the meantime you can close the application and then run the setup.msp in the Updates folder found in the application's folder
Changes since version 1.5.17
Changed: In response to further survey results, we have begun making looking up vehicle information even faster. Thanks to new data caching mechanisms, the first vehicle looked up after starting the application (which was always the slowest) is now two seconds faster, taking half the time
Changed: Also in response to the above survey results, each vehicle lookup is now faster and transmits less data, taking as little as half the time of previous versions
Changed: Optimized registration loading process, the application loads in roughly half the time now
Changes since version 1.5.16
New: In response to our survey results, we have begun making vehicle information easier to find. Our first step is in this update with the inclusion of a search feature on the vehicle information screen, allowing you to search for wires, colors, and values
New: Ability to search for documents in response to above survey results
New: Ability to search for products in response to above survey results
New: Ability to renew vehicle subscriptions from within the program
New: Ability to purchase additional vehicles for vehicle-by-vehicle subscriptions (DIY series) from within the program
New: Vehicle measurements can now be displayed in Imperial or Metric units. See application options (F10) to change setting
Fixed: Problem where it was not possible to select an alternate trim level under the vehicle select screen (worked under vehicle browse and the vehicle select toolbar)
Fixed: Problem where entering a value starting with a decimal into a problem solver could result in a division by zero error
Fixed: Watermarks not drawing properly on vehicle documents, products, and problem solver screens
Fixed: Spelling mistakes in user interface options
Fixed: Pre-population of support emails should support a wider variety of email clients
Fixed: Type columns of products and documents screens would sort wrong under certain circumstances
Changes since version 1.5.15
Fixed: Changing to the Problem Solvers tab now properly makes the problem solver categories visible
Changed: Problem solvers are created dynamically to help lower resource usage
Changed: Encryption is used for a more secure transfer of data
New: Help files for all vehicle guides are now available
Changes since Version 1.5.14
Fixed: Problem where printing could cause an index error
Fixed: Corner case under Windows 98 where saving a font resource could cause the program to crash
Fixed: Obscure case under Windows 98 at low resolutions where launching the program could cause a GPF in USER.EXE
Fixed: Invalid date and time error with regional settings that use a dash as a date separator
Fixed: Drawing of navigation bar images under Windows 98 using the standard interface style
Changes since Version 1.5.13
New: Application version is now sent when logging in to aid supporting our customers
Fixed: Exiting an empty field with a default value was seen as editing the value
Fixed: Multiple manufacturers in the browse products section weren't grouping and sorting properly (only affected MERA Integration Excellence)
Fixed: Changing the number of units in the parallel or series solvers could cause the application to lock up
Fixed: Cylindrical and rectangular enclosure solvers were showing under the Wedge Enclosures category
Changes since Version 1.5.12
New: Automated translation tool added to top tier products (Installation Excellence, MERA Integration Excellence, Do It Yourself Guide) allowing you to automatically translate vehicle information to a variety of languages including spanish, french, and italian
New: New problem solvers added to top tier products (Installation Excellence, MERA Integration Excellence, Do It Yourself Guide) for easy solving of measurement and eletrical problems
New: Edit context menu available upon right clicking vehicle information (only available when editing or translation is available, i.e. when needed)
Fixed: System Info and Tech Support buttons in the About dialog weren't working
Fixed: Naming of bottom tier MERA application changed back to "Personal" from "Standard"
Fixed: Custom installations items were showing in application options when custom installation features were unavailable
Fixed: Product manufacturer options were showing in application options when product features were unavailable
Fixed: Custom Installations were not available in vehicle-by-vehicle (DIY series) products
Changes since Version 1.5.11
Fixed: Help button was inadvertently displayed during application registration when there was no help available
Fixed: Community nodes disappearing from vehicle when viewing vehicle products
Fixed: Image values wrongly displayed in blue as user data when no user data had been entered
Fixed: Image values were allowing editing as user data. They are now read-only
Fixed: List index out of bounds error viewing vehicle information
Fixed: Dialog displayed stating that you aren't subscribed to the selected vehicle after changing connection options
Changes since Version 1.5.10
New: Handling of vehicle-by-vehicle subscription (DIY series) added
Fixed: Error raised running the application when not registered and not running under XP or running under XP without an active theme
Fixed: Vehicle data inadvertently displaying when high level categories with hidden sub categories were selected
Changes since Version 1.5.9
New: You can now change vehicle information in our top tier products (Installation Excellence). Changed values display in blue.
New: Company and application information is included in program generated emails (i.e. the Contact Us menu items)
Fixed: Changing body types wasn't properly populating trim levels resulting in an inability to select different body types
Fixed: Memo style note edits weren't properly upper cased
Fixed: Some registration information wasn't loaded properly from 1.0 installs (contact name and region)
Changes since Version 1.5.8
Fixed: Changing server selection on login screen or connection options wasn't refreshing user list
Fixed: Upgrading from a copy of version 1.0 running locally resulted in a login screen being displayed. Now the application will automatically switch to the default web service
Changes since Version 1.5.7
Changed: Added spacing around the main window to help visually separate toolbars from content
Fixed: Favorite folders were cut off
Fixed: Checking for updates always returned a new version even if already running that version
Changes since Version 1.5.6
New: Application now automatically checks for new updates when the program starts up
Fixed: Inline products were inconsistent when viewing subsequent vehicles
Fixed: Error changing vehicles when current vehicle has custom install projects
Changes since Version 1.5.5
New: Help file available. See the Help menu
Changes since Version 1.5.4
Fixed: Misspelling on Custom Installation Description screen (Cusotm)
Fixed: Icon shown for application notes was wrong (was lock)
Fixed: Selecting a new vehicle in vehicle browse didn't always show the correct vehicle in the selection toolbar
Fixed: Long text wasn't wrapping on print outs
Changes since Version 1.5.3
Fixed: Changing vehicles was not activating the Vehicle Information tab if it was already open but not active
Fixed: Changing vehicles was not updating the vehicle title on the Vehicle Information tab
Fixed: Selected vehicle categories are now properly restored after selecting a new vehicle
Fixed: Application wasn't properly logging back in after timing out. Error "session is invalid please login" after period of inactivity
Fixed: Convert error if date or time locale format in Windows didn't match that returned by the server
Changes since Version 1.5.2
New: Clicking the middle mouse button on a tab closes it
Fixed: Error closing tabs
Fixed: Error concerning no visible tabs closing the application
Fixed: Display current vehicle after closing the vehicle info tab didn't do anything (application knows not to lookup a vehicle if it's already the current vehicle, but now knows to re-show the information if it has been closed)
Changes since Version 1.5.1
Fixed: Favorite categories not drawing properly
Fixed: When a tab is closed, the previously active tab is focused rather than the first tab
Fixed: Browsing all documents or products would cause documents and products on the currently selected vehicle not to show
Fixed: Browsing all documents or products after viewing documents or products on the current vehicle resulted in blank items being shown
Fixed: Icon shown on product details was wrong (was community image)
Changes since Version 1.5.0
New: Favorite category functionality for custom installs
New: Collapsed vehicle information is saved between sessions
New: Community integration. 12VoltForum.com integrated into Installation Excellence
Fixed: Saving empty favorite categories
Fixed: Scrollbars showing in favorite categories
Fixed: Multiple dialogs shown after reloading default interface settings
Fixed: Vehicle name is now shown on print outs
Fixed: Page orientation from Printer Setup is now taken into account when printing