Friday, August 20, 2010

August, 2010 - Software Updates

The following updates where deployed to the ELMS Advantage Online Application on Aug. 19th 2010.
ELMSADV-130Import/Export Business Contacts
ELMSADV-253Create templates from existing estimates.   The Template screen has been re-organized to act more like the idea of creating estimates.
ELMSADV-312Report active “open” leads that do not have a calendar entry
ELMSADV-317Contact Draw can be configured by percentage or by draw amount.
ELMSADV-318Add Lead Source name to list of lead.  This is a sortable column
ELMSADV-329Mis-spelled words and punctuation on Admin/Accounting Page
ELMSADV-330Setting lead to un-assigned will remove the salesperson currently assigned
ELMSADV-331Expand the description field to tasks.  This will also affect estimate tasks, selection tasks, and template tasks.
ELMSADV-332Create company specific web page that can be used for lead Input directly into ELMS
ELMSADV-333Wrap task description on the task select window in estimate builder
ELMSADV-334Update calendar and phone appointment window.  Visual appearance and default location to customer or lead address.
ELMSADV-335Task detail window in estimate builder more visually appealing and organized.  Added the task cost and price to this window

Please feel free to follow our development progress and view our backlog.   We appreciate your suggestions and feedback.

Also check out our video learning library.  We are constantly adding new videos and tutorials.  I believe we have videos with respect to the updates above:

  • Creating template - ELMSADV-253

  • Contract Draw - ELMSADV-317

  • ELMS Web Lead Entry - ELMSADV 332

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