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System Change History |
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1.18.2010 |
Added ability to select alternative Email All address for contacts (Email, Email2, Email3) from an Account View. |
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1.16.2010 |
Added ability to select alternative Email All address for contacts (Email, Email2, Email3) from a Contact View. |
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1.03.2010 |
Added ability to Email All Contacts associated with an Account View by clicking on “Email All” link at top of any Account View. |
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12.20.2009 |
Added ability for Activity Views to recognize custom fields for filtering. |
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11.12.2009 |
Added "Territory" as a Filter option for Case Views. |
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11.11.2009 |
Added "Account Type" as a Column option for Contact Views. |
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10.15.2009 |
Added New Filter Option to All Views - "Not Contains" (target value "does not contain"). |
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10.05.2009 |
Added New "User Activity" Dashboard to system. |
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09.02.2009 |
Added New "View All" Dashboard to system. |
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09.02.2009 |
Added automatic copy of all View Criteria (columns, sort, filters, data scope) from active View to Newly Created View. |
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08.02.2009 |
Added "RecID" as a Filter Option in Contact Views. |
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07.20.2009 |
Added option for downloading the view data or all available data. Look for option in general settings - 'Download Data'. |
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07.01.2009 |
Flex report beta -
Now SJ users can design their own reports
without writing any query.
This feature is available upon request.
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02.01.2009 |
Lead Capture form: Submit button allows these new values: Finish,Submit,Save,Contact Us,Reach Us |
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01.03.2009 |
Fixed Custom OPPs feature for adding custom opportunity fields. |
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12.18.2008 |
Utility: [Reassign Account - OwnerUserID]- Available on request.
update only those contacts that are tied to accounts that are only owned by user. |
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11.30.2008 |
Fixed Notes screen error when '&' is embedded in the URL |
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11.01.2008 |
Fixed Import data feature for the territory user |
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10.25.2008 |
Merge any number of salesjuction accounts into one. |
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09.15.2008 |
Available - Adress correction tool which searches
empty contact addresses, update them to the
nearest likely address under same account or
to the desired entered address. (mass update) |
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02.25.2008 |
Added ability to set all
Contact address info from it's Accounts
information. This allows you sync up
data between accounts and contacts that all
should be at the same place. Note:
that in most accounts, contacts can be
anywhere and often have a different address
from the main company/account data and you
would not want to sync the data. |
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02.25.2008 |
Added/Changed
ParentAccountID functionality on the
Edit/Display pages. Will now allow a
pop-up windows to show you a list of
Accounts to choose from. On display
page, shows as a hyperlink to the Account
page. |
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02.25.2008 |
Fixed vCard issue when
downloading them from the Details section
under Accounts/Contacts. |
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02.25.2008 |
Added filters for "Starts
With" and "Ends With" to all Filters.
Makes filters much more flexible and speedy
to narrow down your views. |
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02/25/2008 |
Many new updates have gone
in, however we have been trying to use our
new
Announcements Section in the support ticket
system we are using. Since we
are not 100% working there, we'll post a few
of the big ones here. |
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07.22.2007 |
Added Company Email and
ability to Split Full Contact Name on
Contact/Account Imports. |
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07.01.2007 |
Implemented new email
ticket system for better support handling. |
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06.17.2007 |
Another one of the most
requested features:
General Document Sharing (outside of
an account) has been added also. |
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06.17.2007 |
One of the biggest requests
we get has been added:
Mail Merge into Word Docs! See
the online manual for more information! |
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05.08.2007 |
Added new AJAX style
pop-up's in the main list views if you hover
over key fields for 1.5 seconds.
Pop-up displays summary details of account
related info. |
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04.02.2007 |
Made changes to allow
system to run in a "Contact
Oriented" way instead of Account
Oriented. If you think you would like
to use SJ this way,
contact us for more details.
This mode runs more like ACT! instead of
something like an enterprise SFA/CRM tool
like salesforce.com. |
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02.05;2007 |
Final testing on new
Territory functionality (Pro Edition).
Ready for release! |
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02.04.2007 |
Added import function for
Opportunities. |
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01.16.2007 |
Fixed a problem in the
'Copy to Additional Days' in Activities. |
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01.16.2007 |
Added more account level
fields that can be captured during Lead
Capture. |
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01.10.2007 |
Added queuing to email
subsystem. This was needed as mass
Email All sends were clogging up the email
queue and reminders were getting delayed
etc... Email All now sends at the
lowest priority. |
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12.12.2006 |
fixed issue with the word
'ORDER' in keywords of filter that caused an
SQL failure. |
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12.08.2006 |
Added ability to save
import mappings. Very highly
user-requested item! |
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11.30.2006 |
Restricted public email
systems from being the sender of Mass Email
(due to spam problems). |
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11.20.2006 |
Began beta test of
Territory functionality. |
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11.17.2006 |
Added foundation code for
new Territory features. |
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10.16.2006 |
Added the date filter vars
to the other views, also added a Tips
section to the Change Filter area. |
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10.15.2006 |
Fixed an issue with the
sort/paging not showing records in same
order and making it look like records are
missing when paging. |
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10.14.2006 |
Set default UserID and
CrtDateTime on NEW records. |
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10.13.2006 |
Fixed issue when using Team
Accounts the Delete Opps was not working
right if you were a SuperUser. |
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10.08.2006 |
Added ability to download
vCards if they are set to do so. |
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10.04.2006 |
Added ability to print the
Activity view. Prints distinct list of
Contacts related to the activities in the
view. Prints the Contact Printable view of
the activities. |
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10.02.2006 |
Added ability to print
Cont, Acct, and Case views (top 50) with
page breaks. |
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09.28.2006 |
Fixed an issue with
searching for a contact during creation of
new Case. |
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09.13.2006 |
Added address, city, state,
zip and industry and type to search function
fields. |
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09.04.2006 |
When working with
activities and users who cross the dateline,
the date would not roll forward properly.
Dateline time-zone issue has been fixed. |
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08.24.2006 |
Added functionality to the
Opp Details section to pull data from
Accounts and Contacts for display only. |
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08.22.2006 |
Fixed issue with copying a
user and not getting the "add new license"
page. |
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08.06.2006 |
Updates site search.
Also fixed issues with using site search in
Firefox. |
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07.31.2006 |
Changed the Outlook &
Outlook Express Email Plug-in to fix issue
with Microsoft's change to their XML DLL.
PLEASE DOWNLOAD NEW VERSION TO UPDATE! |
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07.15.2006 |
Hardware infrastructure
upgrade completed. Added capacity for
increased performance on the servers. |
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06.09.2006 |
When viewing the
sub-section for Cases under the Account
Details, all cases will now show and not
just the open cases. |
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06.09.2006 |
Added new default sort to
Activities Views. Without default
sort, some activities would not show in
list. |
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06.04.2006 |
After a month of planning
we have successfully migrated our data
center infrastructure to
Rackspace.com.
Rackspace is a Tier 1 ISP and offers a zero
downtime network and more. Their
support has been incredible and has helped
make this transition seamless. For
more information about our migration
click
this link. |
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04.27.2006 |
Changed length of address
fields to 50 (account & contacts) and
contact title to 100. |
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04.26.2006 |
Fixed an issue with
user-defined fields and time-zones. |
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04.26.2006 |
Changed the workflow Opp
Stage function to only trigger if the actual
Opp Stage chanages. |
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04.19.2006 |
Changed notes display to
show full note on a page outside of an edit
box. Put an Edit button on the top to
allow you to edit the note if needed. |
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04.18.2006 |
Added more workflow
capabilities to Opp Stages. Works like
Quick Activities - very handy! |
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04.09.2006 |
Tightened the pop-up
windows for Accounts to limit down to just
what user has auth to. |
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04.07.2006 |
New forgotten password/coid
recovery page created. |
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04.06.2006 |
Made the cascading owner
change a switch that can be turned off for
those who don't want it to function that
way. |
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04.01.2006 |
When an OwnerUserID is
changed at the account/company level, SJ
will now reassign all child contacts and
opportunities to the new OwnerUserID.
This only applies if you are not
using Account Teams. |
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03.14.2006 |
Release the Quick Contact
Lookup widget in the
downloads area. PC only. |
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03.07.2006 |
Put in fix to allow user
fields to be merged during an Email All.
User will be found using the Contacts
OwnerUseID and looking up the data in the
User table. |
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02.28.2006 |
Added back Alphabet bar to
Contacts View and Accounts View due to heavy
customer demand. Will make this an
option in the My Settings area later. |
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02.26.2006 |
Major upgrade!!
Added general Search capability to SJ.
Should show up as the top item on the left
menu panel. This was one of the most
requested features in the queue and we are
glad to have made it happen and think the
results are great. |
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02.25.2006 |
Add default Sort to
unsorted views on RECID due to paging
problem. |
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02.16.2006 |
Merged all old Email All
email templates into main Email Template
area. |
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02.14.2006 |
Added the Billing History
to all customers Setup area. |
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02.13.2006 |
Created interface from
accounting to SJ to store customers billing
records in the system for them to look up. |
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02.06.2006 |
Added new Billing Profile
section to Setup area where billing data
like credit card number or expiration date
can be updated and system statistics can be
viewed. |
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02.05.2006 |
Added new custom field
types info to the setup section. |
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02.03.2006 |
Added new custom field
types like the _LST types. New types
are _CONT for a Contact pick list, _ACCT for
an Account pick list, and _USER for a UserID
pick list. |
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02.02.2006 |
Fixed a problem with no
Acct Name field on page getting set to
blanks on edit. |
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02.01.2006 |
Changed to new panel bar
menus in the Reports and Setup area. |
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01.25.2006 |
Fixed problem with clicking
on Add/Delete View in a different section
than the one you are viewing. In past,
if you were in a Contact View and clicked
Add Opportunity view you would end up in the
Add Contact view. |
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01.25.2006 |
No longer allow the
deletion of the All or My default views. |
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01.25.2006 |
No longer allow the
deletion if the last view in a section. |
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01.22.2006 |
Added custom account fields
to the general email templates. |
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01.22.2006 |
Fixed problem when account
name would not automatically set itself to
the same value if AccountID was filled in
and Name was not when the Name was not also
on the page. |
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01.22.2006 |
Fixed problem when changing
the name of an Opp, the notes would not get
remapped to the new name properly. |
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01.18.2006 |
Fixed issue when entering
just AccountID on creation of new account,
it was not defaulting that ID into the
Account Name field. |
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01.17.2006 |
Fixed a problem with email
merge of %FIRSTNAME% getting account info
instead of Contact Name. Note: this
problem did not effect follow-up emails. |
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01.17.2006 |
Replaced the Email
Templates in Mass email (Email All) into
Setup area email templates. |
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01.17.2006 |
Fixed the Email All
function to check Subject length which must
be 80 characters or less. |
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01.15.2006 |
Added follow-up routines to
add an email record to the email log. |
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01.15.2006 |
Added error checking to
follow-ups to not allow creation of closed
activity with a auto-send of email (or
reminder). |
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01.14.2006 |
New left-side of page
navigation panel bar. Better
cross-browser support. |
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01.14.2006 |
Made follow-ups tie to Main Contact when dealing
with Stages on Opportunities. |
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01.14.2006 |
Added a Main Contact on the Opportunities. |
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01.14.2006 |
Added ability to allow a Follow-up to create a
"Completed" activity. |
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01.14.2006 |
Added ability to set Activity Record Type (Todo,
Meeting...) to Follow-ups. |
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01.11.2006 |
Added custom field and all account fields to
Follow-Ups Merge capability. |
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12.20.2006 |
Added ability to tie automated Follow-Ups to
Opportunity Stages. |
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12.20.2006 |
Changed short pick-list types to drop-down boxes
on edit pages. |
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11.14.2005 |
Lengthened Reports To field to 50 characters to
match Contact Name field. |
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11.14.2005 |
Started putting new calendar throughout system. |
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11.14.2005 |
Changed Reports To field on Contact to be a
pick-list. Prep for Org. Chart feature. |
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10.23.2005 |
Changed the Activity page with new calendar
pop-up. If no problems, will update entire
system. |
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10.23.2005 |
Added ability to keyword search by Account Name
in main Case View. |
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10.16.2005 |
Made the full database export size limit
definable for customers who wish to purchase extra
service. |
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10.10.2005 |
Updated Email Plug-in's to better handle
registry entries and url encoding or data. |
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10.07.2005 |
Released the new SJ API definitions (see the
Support->Downloads area). |
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10.02.2005 |
Enhanced views download function to download all
custom fields also. |
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09.10.2005 |
LeadCapture updated to allow hidden field to set
Account/Contact owner. |
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08.15.2005 |
Quick Activity added to contact details section. |
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07.20.2005 |
Made contact name default into new activity when
created from the Contact View. |
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06.20.2005 |
Added ability to show Cases on calendar. |
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06.02.2005 |
Added printable view for Cases. |
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06.02.2005 |
Added custom field type for
time data. |
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06.02.2005 |
Fixed vCard download in contact views. |
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04.17.2005 |
Added ability to schedule reports to be
delivered via email. |
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04.10.2005 |
Added defaults to stage probability amount so
you can override the opp prob % |
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03.12.2005 |
Added Email Log to Setup
area. |
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02.16.2005 |
Added more security to reports and showing the
SQL. |
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01.31.2005 |
Added status setting for Quick Activities |
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01.13.2005 |
Added system feature to allow AccountID
auto-create with number if left blank |
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01.05.2005 |
Added contact to calendar items and column to
tables views for activities |
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2004 |
Fixed UDF fields not
working in Mass Email |
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Fixed mailto instead of
email page in Activities Page |
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Added code to _UDP to catch
other tables when keys change |
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Fixed error on check for
Team User Security in _UDP when key changed |
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Updated general page editor
to create USERFLDS_x when needed |
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Fixed CompanionLink code to
create USERFLDS_x when needed |
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Fixed Import code to create
USERFLDS_x during import |
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Fixed _LST case sensitive
issues for adding field values |
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Made HTML emails put in
html tags if not there |
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Fixed error for subject not
showing in email template setup |
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Fixed filter issues due to
, split failure |
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Added Super User user type.
View All, Edit Owned |
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Fixed the ' problem in
Names |
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Fixed the Field Values list
to check length of values |
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Added the HTML text box to
sending emails |
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Added SortCode to Accounts
Sort |
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Added the ability for
SysAdmin to Lock/Un-Lock records for Accts/Conts/Opps/Cases |
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Added flag to keep a user
from being able to Export data |
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Enhanced the Quick
Activities to allow field updates |
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Enhanced the Case Mgt views |
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Added a field editor for
Memo types, use EDITLINK_UDF_fldname to do
it in displays |
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Added Quick Activities to
the system |
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Added owner and update
date/time to filters |
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Fixed Custom Field Creation
For T table not working. |
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Fixed Case Mgt Menu Order -
looses ,T somewhere |
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Fixed My Settings max notes
length not working right |
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Added email campaign
logging history |
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Formatted the opp values
with , in them |
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Added the contact to the
activity export |
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Fixed BCC in emailer |
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Added case management to
system (big update!) |
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Added ability to add note
to opp in Activity page |
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Added two more email fields
for alt emails |
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Added currency character
customization ability to My Settings |
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Added automated alerts for
notes and activities |
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Added document attachments
to emails |
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Added null and not null to
filters |
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Added feature to allow only
n Chars to display in notes (set in My
Settings) |
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Added new email functions
to allow email from SJ. |
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Major upgrades to date
formats, now supports custom formats. |
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Add email templates |
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Put the html editor into
the mass-email feature. |
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Enhanced filter to filter
out follow-ups. |
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Added email type to
activities. |
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Added email template
maintenance programs |
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Put sytem setting in to
allow no phone format |
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Attached Follow-ups to
LeadCapture |
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"Follow-Ups" added to
system |
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No auto fill-in on address
data flag 2/28/2004 |
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Account Teams for more than
one user on an acct |
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User selectable number to
display for list rows |
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2003 |
"Reverse" Import to delete
info |
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Added more functionality to
Import (delete, update, add to notes and
append) |
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Make notes searchable |
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Added ability to disable
the email all going into notes |
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Added 1Wk and 2WK spans to
Activities |
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Added Owner to filter for
Contact and Opp views |
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Added asc and desc sorts to
main views |
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Fixed Admin Menu Tree Admin
"Test Menu" button |
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Add field for Opportunity
to activity |
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View pages keep their page
number on refresh |
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Add FirstName and LastName
fields to view exports for mail merge
reason. |
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Add Change Log |
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Add activities button to
contacts and opps detail views |
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Add ability to clear one
item from filter builder |
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Add auto redirects to
LeadCapture |
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Secure Opportunities from
deletion on User setting |
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Add setting to allow menus
to be expanded all the time. |
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Allow non-unique settings
for LeadCapture |
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... |
many many more... |
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Customer Login
