Ntractive - Elements CRM

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Version 5.0 New

Version 5.0 - (Release Date: May 28 2013)

Version 4.3 - (Release Date: Nov 29 2012)

[App] - Elements CRM OS X 10.8 drag and drop issue fixed.
[App] - Elements CRM AccountEdge 2012 prefs menu issue fixed.
[App] - Elements CRM overall stability and performance enhancements.

Version 4.2.1 - (Release Date: Sep 25 2012)

[App] - Elements CRM built for website built with Mountain Lion (x_64).
[App] - Elements CRM MAIL built for with Mountain Lion (x_64).
[App] - Mountain Lion (Mac OS X 10.8) fixes and updates.
[New] - Entirely new Payment System.
[Fix] Fixed Library issue with Online Bill Pay.
[Fix] Fixed Akamai Cache issue with the Designer "Color Picker".
[Fix] Fixed Issue in Calendar->Prefs->Settings where when you "updated" the menu.
[Rmv] Removed the iPhone column in Sales->Prefs->Account Types. This is no longer required.
[Rmv] Removed the iPhone option in Sales->Accounts Data Editor's "Other" Tab.
[Fix] Issue with Add Project Wizard UI being broken in Mac OS X Mountain Lion (10.8).
[Fix] Issue with Project->Tasks->Add UI being broken in Mac OS X Mountain Lion (10.8).
[Fix] Fixed the Pingdom Uptime link since they change the Public URL.
[Fix] Fixed an issue with the "Cancel", "Save & New" and "Add" buttons not displaying in Projects.
[Fix] Fixed issue on forms where if you had 100% it caused an error.
[Chg] Changed "Forms" to "Sales Form" in the "Sales" Element.
[Chg] Changed "Forms" to "Sales" in the "Accounts" Data viewer.
[Fix] Fixed paging for Documents->Elements Documents.
[Fix] Sales->Accounts->Docs. Emailing document changed to the new way of sending.
[iPad] Sales->Accounts->Docs. iPad Viewing of Documents now works properly.
[Fix] Product->Products->Docs. Emailing document changed to the new way of sending.
[iPad] Product->Products->Docs. iPad Viewing of Documents now works properly.
[Fix] Projects->Prefs->Docs. Emailing document changed to the new way of sending.
[iPad] Projects->Prefs->Docs. iPad Viewing of Documents now works properly.
[Fix] Finance->Assets->Docs. Emailing document changed to the new way of sending.
[iPad] Finance->Assets->Docs. iPad Viewing of Documents now works properly.
[Chg] Finance->Asset->Documents to "Docs".
[Fix] Admin->External People->Docs. Emailing document changed to the new way of sending.
[iPad] Admin->External People->Docs iPad Viewing of Documents now works properly.
[Fix] Admin->Employees->Docs. Emailing document changed to the new way of sending.
[iPad] Admin->Employees>Docs iPad Viewing of Documents now works properly.
[Fix] Delete button in "Manage My Search Filters" now removes filter from list.
[New] Added "Ship Via" to Invoice if you selected a "Ship Via" Value.
[New] Added UPS, FEDEX, DHL, USPS and Other to "Ship Via" Field in "Payments".
[Chg] "Product name" has been removed from "Call" Search menu.
[Chg] Products now uses "All", "Active" or "Not Active" for sorting.
[Chg] Moved "URL" from Product->Product to Product->Other.
[Chg] Moved "Appears in" from Product->Product to Product->Other.
[Chg] Moved "Unit Cost" from Product->Financial to Product->Product.
[Chg] Moved "List Price" from Product->Financial to Product->Product.
[Fix] Fixed issue on Calls Report where the employees shown could be inaccurate.
[Fix] Fixed issue on Sales Report where the employees shown could be inaccurate.
[New] Added "Bar Code" to product search.
[Fix] Fixed bottom bar of Elements CRM (Current Mountain Lion 10.8/ Safari 6 bug).
[New] You can now select to have Individual Payments show on your invoice.
[Fix] Fixed "Account Overview" report where categories were not listed in the correct order.
[Chg] Changes for Accountedge Network Edition in regards to Location.
[Fix] When adding a "New History Event" and selecting "In Two Weeks" it does not work.
[Fix] Fixed UI issue with "New History Event" and setting an "Other" time.
[iPad] Fixed an issue where the iPad window would not open when adding Company Contacts.
[New] Sales Status can now be set in AccountLink->Settings for AccountEdge.
[New] Intro Video for Trial and Account Users.

Version 4.2 - (Release Date: Jul 24 2012)

[App] - Mountain Lion (Mac OS X 10.8) fixes and updates
[Bug] - Drag and drop does not work on 10.8 due to an Apple related bug (#11748018).

Version 4.1.1 - (Release Date: Jun 22 2012)

[App] - Fixed a Login Session issue.
[App] - The "Quit" button when you run a software update now will close the app.

Version 4.1 - (Release Date: Jun 20 2012)

[App] - Changed how we check for a network connection
[App] - Added AccountEdge 2012 Support
[App] - Enabled Apple's "Sandboxing" and "Entitlements"
[App] - Code Signed the app with an Apple Developer ID for Apple's Gatekeeper Technology
[App] - Enhanced Stability
[Fix] - Added word-wrap; break-word; to the "Item #" on Invoices and Forms
[Fix] - Fixed issue in Sales->Accounts where "Check out Website" did not display the correct URL.
[Fix] - Fixed an issue with "Generating Statements" where accounts menu was always selecting "1".
[Fix] - Fixed an issue where you would click the "Finance" tab and you would get an error.
[Fix] - Fixed an issue with "Revenue Stats" Dashboard (iPhone, iPad and Desktop).
[Fix] - Reduced the short string for Qty Label on Invoices so it does not break the table column.
[Fix] - Admin->Utilities->Companies, company report now displays correct "User Rate".
[Fix] - Sales->CallsInfo Button next to "Phone" in Description Fix the Pop-up contact Phone info.
[Fix] - Fixed issue where "Add History" was not working correctly on the desktop top version.
[Fix] - Sales-> Utilities->Other UI Updates and fixed.
[Fix] - "Create Email address list" was missing a "," between the "First" and "Last" name.
[Fix] - Purchase Order forms now list "VENDOR" instead of "BILL TO".
[Fix] - Sales->Accounts->Finance Tab, credit cards on file can now be deleted.
[Fix] - Create Forms now displays and calculates the currency precision correctly.
[Fix] - Invoice data now uses the proper date when calculating form dates.
[Fix] - Fixed issue with Project Stages where tasks would sort alphabetically and not by due date.
[Fix] - Fixed issue with Project Tasks Dashboard where tasks were including templates in the list.
[Fix] - Fixed issue for SBU where company information would not show on invoices.
[Fix] - Fixed issue for SBU where company information would not show on statements.
[Fix] - "New History Event" normalized "Priority" names/levels so they all work properly.
[Fix] - "New History Event" normalized "Priority" names/levels so they all display properly.
[Fix] - default "New History Event" "Priority" items to "Medium".
[Fix] - Fixed issue in Calendar->Scheduled Events with the search records pop-up window.
[Fix] - Fixed issue where "Tax ID" would not show in some cases on invoices and statements.
[Fix] - Fixed issue where the "Linkedin" URL was not opening properly.
[Fix] - Custom Categories now show more than 50 items in the menu.
[Fix] - Fixed issue where the "Mobile" was not showing in the toolbar for everyone.
[Fix] - Fixed issue in "Invoices" where the "Packaging Slip" & "Work Order" slip were not working.
[Fix] - Fixed issue where the "Image" elements was still showing for some new clients.
[Fix] - Fixed issue where dates were not updating in Sales->Accounts->Custom Tab.
[New] - Highlight box option for shading "Ship To" backgrounds on forms.
[New] - Sales Pref only "Individual" when creating a lead.
[New] - Added "Ind First Name", "Ind Last Name" & "Ind Email" to export list.
[New] - Added "Ind First Name", "Ind Last Name" & "Ind Email" to export list.
[New] - New API schema to set "Company" or "individual" plus other fields that are required.
[New] - Mobile Phone Notifications System Setup for Pro users (Txt alerts).
[New] - "Qty Label" field for products.
[New] - Forms now display a label after the qty if label field has been filled in.
[New] - Sales->Prefs->Settings new options for setting currency precision.
[New] - Added "Last Contact", "Country" and "Code" to Export Accounts Companies.
[New] - Added "Product List Summary" report to Product->Reports.
[New] - Added some new information to the QuickBooks Export (Sales Tax Payable items).
[New] - added new loading screen when launching app.
[Chg] - Changed the value of records that can be generated in statements from "30" to "200".
[Chg] - All Online Bill Pay links now will go to "Payments.ntractive.com".
[Chg] - All "Projects" that are created are now approved for everyone to see (not just managers).
[Chg] - Changed the way "Add History" behaves.
[Chg] - The "Contacts->Company" tab will only show for users if the Sales Elements is turned on.
[Chg] - Updated some of the information on our outgoing emails.
[Upd] - Updated the "Sales Stats" and "Sales Goal" dashboard refresh settings.
[Upd] - Products-Purchase Orders-> Processed Screen now use the new email form method.
[Upd] - Products-Purchase Orders-> Processed Screen now use the new view form method.
[Upd] - Products-Purchase Orders-> Processed Screen fix some UI issues.
[Upd] - Removed the "Print" button Sales -> Accounts.
[Upd] - Forms are now capable of more than 2 precisions.
[Upd] - When data is modified in Sales Account capture the "Modification' Date/Time.
[Upd] - Acclivity "FirstEdge" has been renamed "AccountEdge Basic".
[Upd] - Removed Twitter from Dashboard options.
[Rmv] - Removed the "All" Sales Account menu option from "Generating Statements".
[Rmv] - Removed the sub-tab "Jobs' from Finance->Account Link.
[Rmv] - Removed Project Tasks from the Calendar Day View.
[UI] - User Interface refinements
[Oth] - Numerous other fixes though the app.

Version 4.0 - (Release Date: Nov 29 2011)

[App] Optimized Codebase to support Mac OS X 10.7 Lion
[App] Added window/print capabilities for invoices, reports, mail and more
[App] Better support for Apple iCal integration
[App] Better support for Apple AddressBook integration
[App] Added support for Acclivity ".Connect" files
[App] Made pref enhancements
[App] Mac App Store Enhancements
[New] Added Forms Designer Element - Pro Account Only
[New] Added Payments Element - Pro Account Only
[New] Added Backup Element - Pro Account Only
[New] Added Utilities Element - Pro Account Only
[New] Added Reports Element - Pro Account Only
[New] Added Connect Element - Pro Account Only
[New] Double-byte unicode support for (Japanese, Chinese and Korean)
[New] Better Unicode support for all Languages
[New] System Performance Improvements and Optimizations
[New] Added "What's New in Version 4.0"
[New] Added iCal Export to Notes/To Dos
[New] Added Quick Report to Notes
[New] Added iCal Export to Sales Calls
[New] Added Report to Sales Calls
[New] When saving a .vcf file, it now opens in Apple's Address Book
[New] Added iCal Export to Projects
[New] Added iCal Export to Sales Forms and Statements
[New] Added 6 new A/R aging reports
[New] Added new Account Overview Report
[New] New Mail 2.0 icon
[New] New icon for notes
[New] Added a custom field for "Account Deposit" to QuickBooks settings
[New] "Payments" now post over to Quickbooks
[New] Admin-> Account-> Terms now show details about your Legal Terms & Conditions
[New] Admin-> Account-> Support allows you to submit a support question.
[New] Admin-> Account-> Receipts now show details about your Elements CRM Billings
[New] Payment button added to "Forms" and "Statements" list.
[New] Bottom toolbar now has a "My Account" link to details about Elements CRM Subscription
[New] Sales-> Prefs-> Account Settings added an account option to "Require the buyer".
[New] Dashboard for sales "Revenue Stats" - PRO Account Only
[New] Added the ability to add a call to the queue from the Sales Element > Accounts
[New] Added "Birthday" field to company contacts
[New] Emails are now displayed in a full window with proper HTML encoding
[New] Email messages now support Unicode
[New] Email messages now support Double-Bye Encoding (Chinese, Japanese and Korean)
[New] Added Credit Card #, Trans ID, and Auth ID to Payments-> Payments-> View Payments
[New] Added ability to submit a support question about Elements CRM Mail in the "Mail" Element
[New] Emailing of forms has been rewritten. Now launches email in default mail client
[New] Emailing of Invoices now supports Unicode and Double-Byte Characters
[New] Emailing of documents has been rewritten
[New] Sales "Owner" is now present regardless of Private Accounts
[New] Maintenance dialog now appears when routines are running during non-business hours
[New] Added 1 more custom call result in Sales-> Prefs (Small Business)
[New] Added 6 more custom call results in Sales-> Prefs (PRO)
[New] Added "paypay_signature" to support for PayPal Processing
[New] Added PayPal Support for online billing and receiving of payments
[New] Increase currency types to 6 (USD, CAD, EUR, AUD, JPY, GBP)
[New] To receive payments you now must be a Pro user and use the new Payments Element.
[New] Hundreds of minor UI fixes throughout the system
[New] Hundres of minor features and changes
[Chg] Screen now prevents you from doing anything while a filter is running
[Chg] New icon for Developer Element
[Chg] New icon for Projects Element
[Chg] Moved statements function from Finance Element to Sales Element
[Chg] Credit Card management moved from Finance Element to new Payments Element
[Chg] Upload logo function is now in its own separate page in Admin-> Company-> Logo
[Chg] Sales account history event added a priority menu instead of a single checkbox
[Chg] The term "Sales Orders" changed to "Sales Receipts" throughout the system
[Chg] Admin->System has been renamed Admin-> Account
[Chg] Finance-> Prefs-> Settings Updated "Tax Method by product" description
[Chg] Sales-> Forms-> Create Form, removed "Discount" if "Tax Method by product" is selected
[Chg] Messages-> Switchboard "Compose Message" has been renamed "Compose"
[Chg] Messages-> Switchboard the "Compose" submenu has been moved to the first position
[Chg] Notes now sort (newest to oldest) from the "Created" date
[Chg] UI changes for Webkit/Safari 5.1 and Max OS X Lion and Snow Leopard
[Chg] Account History tab will only show the last 100 items, clicking the review button will show all.
[Chg] Images Element has been removed and replaced with the Documents Element
[Chg] Removed "Default call base amount" from Admin-Company-Company Info
[Chg] Removed "Default call rate" from Admin-Company-Company Info
[Fix] Resolved issue with statements and incorrect invoices added
[Fix] Fixed "Rate" issue in Forms-> Create, now displays the proper decimal precision
[Fix] Fixed "Count" issue in Forms-> Invoices-> Items, now displays the proper decimal precision
[Fix] Sales-> Accounts-> Products now displays the correct date (Invoice Date not Created Date)
[Fix] Changed column heading in Sales > Accounts from 'company' to 'account'
[Fix] Removed Quick Actions from mini-dock and added messages and notes as separate items
[Fix] When deleting email in the Mail Element, it now deletes the corresponding history event.
[Fix] Admin-> Company-> Resources now pages beyond 10 records
[Upd] Updated the generate statement window text
[Upd] Removed the download vcard function from the Sales Element > Accounts
[Upd] Ui Fixes to Statements and Invoices
[Rmv] Removed twitter from the Home Element
[Rmv] Removed Fedex tracking from the Home Element
[Rmv] Removed Sales-> Prefs-> Forms and replaced with Sales-> Prefs-> Form Types
[Rmv] Removed MobileMe Backup in Mini-Dock
[Rmv] Removed Sales-> Utilities-> Import Accounts tab
[Rmv] Removed Sales-> Utilities-> Export tab
[Rmv] Added Sales-> Utilities-> Export Account Companies and Export Account Contacts tab
[Rmv] Added email list export function in Marketing Element > Email List
[Bug] Sales->Forms-> Create Form, "Invoice Date" and "Ship Date" now save the correct date
[Bug] Sales->Forms-> Create Form, protect against illegal characters in the product name
[Bug] Commissions now shows the correct symbol type ($ or %)
[Bug] "Unassigned" owner option now works in Sales Accounts
[Bug] Fixed issue with Country state headings not using local definition
[UI] User Interface refinements

Version 3.2 - (Release Date: Jul 20 2011)

Maintenance Release / Upgrade

[Upd] - Mac OS X 10.7 Lion compatibility and bug fixes.
[Upd] - Codebase optimized for Mac OS X 10.6 and Mac OS X 10.7.

Version 3.1 - (Release Date: Mar 24 2011)

Maintenance Release / Upgrade

[New] - App - Elements CRM now on Mac "App Store".
[New] - App - Elements CRM now supports both "i386" and "x86_64" architectures.
[New] - App - Added new "Training" help menu.
[New] - App - Elements CRM no longer supports 10.4 and PPC.
[Fix] - App - Fixed issue with "North American Server" not being selected as default.
[New] - App - Updated the Help Menus
[New] - SDK - Added PHP code example. Provided by: Kris Hadlock, Studio Sedition.
[New] - Online Payments - Added the ability to customize "Title" Color.
[New] - Online Payments - Added the ability to customize "Button" Color.
[Chg] - Sales - Confirmation # now stays attached when switching forms
[New] - Sales - Invoice creation screen now allows you to see the full name of a product.
[New] - Sales - 100X Speed impovement with accounts over 5000 records
[Fix] - Sales - Fixed and issue with "Individual" cell phone numbers not updating.
[Fix] - Sales - Fixed an Issue with State menu's not working properly.
[New] - Calls - Added the ability to see all phone numbers for a contact in the queue.
[New] - Products - Fixed issue with editing purchase orders.
[New] - Projects - Project Wizard has been overhauled.
[Fix] - Projects - Fixed an issue with "External" contractors not showing.
[Chg] - Projects - Projects Tasks must now be added to a project
[Fix] - Projects - Fixed various issues with Project Quote Forms.
[Rmv] - Projects - Removed List "Price+Markup" option in Project billing
[Fix] - Contacts - Fixed an issue "State" not showing in contact details.
[Fix] - Dashboard - Fixed an issue with "Edit" buttons not working.
[Fix] - Reports - Fixed an issue with dates on invoice Reports.
[Fix] - Reports - Fixed an issue with international dates on invoice Reports.
[Fix] - Reports - Fixed some UI issues on invoice Reports.
[Fix] - Finance - Fixed issue with QuickBooks Export not working properly.
[Fix] - Global - Fixed and issue with PDF Invoices being trapped by SPAM Filters.
[Fix] - Global - Updated the UI on all the prefrence screens.
[Fix] - Global - Fixed numerous UI bugs.
[Upd] - Global - Removed a bunch of graphics and replaced with CSS
[Fix] - Global - Fixed issus with the ***DEMO MODE ***.
[Upd] - Setup Wizard - Updated UI to matches the Project Wizard UI.
[Rmv] - Sales - Removed the "Bug Report Center" from the mini-dock.

Version 3.0 - (Release Date: Feb 01 2011)

[New] - Sales - New Invoice look & feel with customizable colors.
[New] - Sales - Default Memo available for Invoices and other forms.
[New] - Sales - Added new "Filter" feature to Sales Accounts.
[New] - Sales - Added new workflow to menu tabs.
[New] - Sales - Added URL link to companies in the "Profile Box".
[New] - Sales - Added links to all the social networks to jump to URL.
[New] - Sales - New "Contact" tab for "Individuals".
[New] - Sales - New "Business" tab for "Individuals".
[New] - Sales - New "Personal" tab for "Individuals".
[New] - Sales - New "Social" tab for "Individuals".
[New] - Sales - New "Social" tab for "Company".
[New] - Sales - Added New Social Media fields(Example: Gowalla ).
[New] - Sales - Added New Field "Toll-Free Phone Number".
[New] - Sales - Added New Fields "Email1 and Email2".
[New] - Sales - Added New Field "Stock Ticker" links to Yahoo Finance.
[New] - Sales - Added New Functionality when "Individual" profile is selected.
[New] - Sales - Added New Functionality when "Company" profile is selected.
[New] - Sales - New button to see how many users are in a company.
[New] - Sales - You can now add +1 in the phone fields for international customers.
[New] - Sales - Added new Payment term: x Days after End of Month.
[New] - Sales - Added First and Last Name fields for company credit cards.
[New] - Sales - Added additional permissions to User level access (reassign ownership).
[New] - Custom Category - Added Year selection for custom date categories.
[New] - Products - Additional options available for Services.
[New] - Products - Added product list report.
[New] - Finance - Quickbooks integration enhancement - Added revenue sub-accounts.
[New] - Finance - Accountedge integration enhancement - Supports additional fields.
[New] - Finance - Accountedge integration enhancement - Support multi-user versions.
[New] - Finance - Accountedge integration enhancement - Support Aus/NZ versions.
[New] - Contacts - Added New Social Media fields(Example: Gowalla ).
[New] - Contacts - Added new workflow to menu tabs.
[New] - Contacts - Added links to all the social networks to jump to URL.
[New] - Mail Elements - Supported additional formats of email display.
[New] - Home - Twitter Integration now uses SuperTweet's OAuth.
[New] - Marketing - Twitter Integration now uses SuperTweet's OAuth.
[Fix] - Login - Pressing the "return" key on the keyboard to login works again.
[Fix] - Developer - Fixed a bunch of issues.
[New] - Global - 10x speed overall.
[New] - Global - Added a ton of new countries we support.
[New] - Global - Added ability to add HTML code in your Company Name field.
[Chg] - Global - Changed the "Sales", "Projects" and "Developer" toolbar icons.
[Chg] - Global - Removed HTML based Help. All help is now in the manual.
[New] - Global - Added hundreds of little enhancements in system.
[Bug] - Global - Fixed a ton of bugs in system.
[New] - Global- Major interface update to entire system.

Version 2.5 - (Release Date: July 20 2010)

Maintenance Release / Upgrade

[New] - Finance Element - QuickBooks Beta
[Chg] - Sales -> Utilities -> Import. Contacts country now defaults to companies country.
[Fix] - Fixed icon in Messages > Sent to navigate properly to the account it was attached to.
[Fix] - Fixed category reports not displaying date and free form categories properly.
[Fix] - Fixed sent messages not displaying magnifying glass to instantly get back to the account.
[Fix] - Fixed calendar and call alarms.
[Fix] - Fixed exporting email address lists.
[Fix] - Fixed error message when deleting task templates.
[Fix] - Fixed error in assigning date categories to sales accounts.
[UI] - Various UI-related changes.

Version 2.4 - (Release Date: Jun 10 2010)

Maintenance Release / Upgrade

[New] - Added tracking of unshipped orders to be fulfilled.
[Fix] - Fixed issues with Webkit 5 (Safari 5) Support.
[Fix] - Fixed issues with HTML 5 Support.
[Bug] - Fixed some character issues with HTML emails in the "Mail" Element.
[Bug] - Fixed issue with deleting project task templates.
[Bug] - Fixed filtering by product purchase history.
[Bug] - Fixed filtering by free-form custom categories.
[Bug] - Fixed filtering by record creation date.
[Bug] - Fixed history time stamp issue with different timezones.
[Bug] - Fixed minor issues with alarms.
[Bug] - Fixed search function on PDFs.
[Bug] - Fixed default view issue in sales accounts.
[Bug] - Fixed missing fields with adding manufacturers.
[Bug] - Fixed issue in History Events with the calendar set to DD/MM/YYYY format.
[Bug] - Fixed issue with custom filters and MailChimp importing data symbols.
[UI] - Fixed various UI-related issues.

Version 2.3.1 - (Release Date: March 18 2010)

Maintenance Release / Upgrade / Beta

[New] - Added sorting functionality and options to more pages.
[New] - Added ability to add a new contact person while processing history event.
[New] - Added option to mark invoices as paid only through payment received.
[New] - Added option in to allow/disallow Purchase Order access for those with User-level access.
[New] - 'Overview' tabs give a brief description of each Element.
[Beta] - Marketing Element - MailChimp integration, Twitter integration, MailMerge.
[Beta] - Twitter and Mailchimp Dashboard widgets.
[Bug] - Fixed various timezone-related bugs.
[Bug] - Fixed sharing options in Image Management.
[Bug] - Fixed sharing options in Document Management.
[Bug] - Fixed data editor bugs concerning multi-page lists.
[Chg] - Improvements to many reports.
[Chg] - Reorganized personal contacts page.
[Chg] - Added more input info to the 'Add Manufacturer' info.
[Chg] - Added more support for international date handling.
[Chg] - Removed ability to void and delete forms and contacts with User-level access.
[Chg] - Removed ability to change product info or delete products with User-level access.
[UI] - Fixed various UI-related issues.
[UI] - Calendar look and feel.

Version 2.3 - (Release Date: Feb 03 2010)

Maintenance Release / Upgrade

[New] Added Project Creation Wizard.
[New] Added email address validation to Message Element.
[New] Added support for international date handling.
[New] Added support for German-style invoices.
[Chg] Replaced free-form date inputs with mini-calendar.
[Chg] Some improvements and bug fixes for In/Out reports.
[Chg] Some improvements to Finance reports.
[Chg] Changed purchase order and statement emailing to function like invoice emailing.
[Chg] Added page redirect to meeting list after adding a meeting.
[Chg] Added COGS column to Salesperson Commission Report.
[Bug] Fixed sorting throughout application.
[Bug] Fixed time-entry bugs.
[Bug] Fixed bugs with currency input.
[Bug] Fixed data loader issue that prevented the first record entered from appearing.
[Bug] Fixed issue with ampersand character throughout the application.
[Bug] Fixed various issues with (MM/DD/YYYY)/(DD/MM/YYYY) setting.
[Bug] Fixed bug in 'New History Event' window relating to sales form creation.
[Bug] Fixed vCard import bug.
[Bug] Dashboard Sales Account Viewer-fixed 'Create Invoice' bug.
[Bug] Search Center - Fixed numerous bugs with Search Center.
[Bug] Admin - Fixed issue with logo upload.
[Bug] Admin - Fixed bug with resource adding.
[Bug] Calendar - Fixed scheduling issue with resources/locations.
[Bug] Calendar - Fixed bug with adding all-day events.
[Bug] Contacts/Projects - Fixed bug preventing data loader navigation with up and down arrows.
[Bug] Sales - Fixed call generator bug.
[Bug] Sales - Fixed bug with editing invoices.
[Bug] Sales - Fixed bug with searching for duplicated invoices.
[Bug] Sales - Fixed bug with sales reports causing browser crash.
[Bug] Sales - Fixed tax-related bug with adding new product from invoice creation screen.
[Bug] Sales/Products - Fixed invoicing/inventory issues.
[Bug] Purchase Orders - Fixed bug with tax not being calculated on purchase orders.
[Bug] Purchase Orders - Fixed tax-related bug with adding new product from purchase order.
[Bug] Finance - Fixed bug with uploading documents to the Finance Element.
[Bug] Developer - Fixed bug with 'Allow Issues/Features to be assigned to:' setting.
[Bug] Developer - Fixed bug with Notes attached to Issue/Feature.
[Bug] Finance - Fixed access bug in 'View Statements' and 'View Payments' screens.
[Bug] Elements Mail - Fixed bug in Elements Mail preferences window.
[UI] Changes to Panoramic Sales Overview and analytic charts.
[UI] - Fixed various UI-related issues.

Version 2.2 - (Release Date: Nov 25 2009)

Maintenance Release / Upgrade

[New] Added new "Sales Account Viewer" in dashboard.
[New] Purchase orders are now editable.
[New] Ability to recalculate sales account balances.
[New] More info added to "Add Vendor" window.
[Bug] Fixed issues in purchase orders > receive items.
[Bug] Fixed issues in projects history, projects billing.
[Bug] Issues fixes in sales reports.
[Bug] Issues fixes in In/Out board.
[UI] Fixed issues with flashing "white" screens.
[Ui] Fit and Finish with dynamic screens.

Version 2.1.1 - (Release Date: Nov 15 2009)

Maintenance Release / Upgrade

[New] Added Badging options in "Home" Element.
[New] Added email and URL links throughout the system.
[Upd] Elements Mail. Some fixes for Microsoft Exchange servers.
[Bug] Fixed a bug so levels update correctly when invoices are edited/voided/deleted.
[UI] - Fixed various UI-related issues.

Version 2.1 - (Release Date: Nov 10 2009)

Maintenance Release / Upgrade

[New] Support for Elements Mail 1.0.
[New] Support for the Elements CRM iPhone App 1.0.
[New] Added new "Mail" Element.
[New] Added panoramic overviews to projects and sales.
[New] Added ability to add a new product from invoice/purchase.
[New] Added 'regarding' field in calendar events.
[New] Added reply button to elements email viewer.
[New] Added packing slips.
[New] Added 'Documents' tab in Admin > Employees.
[New] Added 'manufacturer' selector to 'Add Product' window.
[New] Added documents for external contractors.
[New] Added ability to rename Forms and set exp date.
[New] Added Confirmation feature to Forms.
[New] Added Work order print on Sales > Invoices >List.
[New] Added view of contact information in People tab of Projects.
[Bug] Fixed some Issues with the Setup Wizard.
[Bug] fixed various date format bugs.
[Bug] sales > accounts - zip code was not shown in left side of data editor.
[Bug] fixed various inventory bugs.
[Bug] Fixed Issue in Sales > Accounts > People tab when viewed by category.
[Bug] Fixed Issue with Company Logo not being correctly positioned.
[Chg] purchase order screen to look and function like invoice post-processing screen.

Version 2.0 - (Release Date: July 21 2009)

New Name - Elements CRM™

To better define its true purpose, Elements SBM will now be known as Elements CRM. This name change coincides with its complete feature-set for true Customer Relationship Management.

New User Interface (look and feel)

Elements is legendary for its great interface and we've out-done ourselves with Elements CRM 2.0. Now, more than ever, Elements presents a friendly look and feel that really showcases the beauty of its original design. It's like iTunes for your business!

Account Setup Wizard

Let the Element's Wizard walk you through the first steps to getting your company's account setup. This new, user-friendly addition makes setup quick and easy, getting you up and running in minutes, not days.

For a quick glance at your company's data in a beautiful, graphical display, the analytic charts are all you need. Incorporated into many of the Elements, analytic charts mark the beginning of something wonderful.

PayPal Integration™

PayPal provides a solution for credit card processing world-wide. And now, your company can take advantage with Elements CRM's new integration with PayPal for payment processing. Click here to learn more about PayPal.

Acclivity FirstEdge™ Integration

It started with Acclivity's AccountEdge integration and now Elements CRM 2.0 extends integration to Acclivity's FirstEdge Financial Software, for businesses with less complex needs. Click here to learn more about AccountEdge and FirstEdge.

Keeping track of your company's important assets can get messy, but Elements makes it easy. The new Asset Management feature organizes your assets into concrete lists, storing important details. The best part is the reporting function, just click and print!

100+ System-wide Improvements

We've made a great application even better with the many system-wide improvements. It's the fit-and-finish, smoothing out the edges and perfecting what was already perfection. You may not notice every single improvement, but overall, you'll feel the difference.