Adagio SalesCQ 8.1B 2011-03-18 (Mar. 18, 11)

8.1B release notes

• Fully compatible with Windows® 7. Supports MAPI email interface to Outlook and other mail clients on Windows 7.
  
  
• Compatible with Adagio Receivables 9.0A and earlier versions. Customers can be located by code, name or telephone number. Inactive customers can be suppressed from the selection Grids. Territory and salesperson codes can be overridden from the Ship-to file in Quote entry.
  
  
• The Customer and Prospect functions include the new features in the Customer in Adagio Receivables 9.0A wherever possible, including multiple contacts / shipto addresses per prospect.
  
  
• The quotes grid can be sorted to show the most recent quotes at top. The Edit Quotes function includes many of the new features in the edit orders funciton of OrderEntry. Quote dialogs are now sizeable.
  
  
• You can Import Scan Lists and Prospect Notes.
  
  
• The ExcelDirect button can now be configured to create a CSV file and launch any application to load the resulting file. This allows the use of a spreadsheet application other than Excel, although there is no formatting available for the loaded file.
  
  
• The Adagio log on process has been improved. The user can be identified through their Windows authenticated user ID using the Remember user name and Remember password options on the log in dialog. The Previously Opened database list is now saved by Adagio User rather than for all users. The Previously Opened list also displays the date the data was last accessed by the user. You can select specific forms to open to run on application start-up.
  
  
• Date entry has been improved by recognizing a single number as a day and defaulting the month and year of the entry. Four digit numbers default the year. Entering "12" into the date control with the sign-on date being Feb 26, 2008 will result in February 12, 2008 being returned to the application.
  
  
• Adagio SalesCQ will optionally create a backup of related data whenever a Data Integrity Check completes without errors. Adagio SalesCQ will always create a backup of a database prior to applying any fix as a result of the Rebuild option being selected to repair damaged data. Backup details are written to the log file.

Version 8.1A | 2008-03-14 (Mar. 14, 08)

8.1A release notes

• Adagio SalesCQ is a major upgrade to, and replaces, Adagio Contacts.
  
  
• Create and manage quotes, sending them to Adagio OrderEntry when the quotation is accepted. Management reports remind you of quotes about to expire. Confidence levels and quote statuses assist in inventory planning. Analyze lost sales by reason. Keep quotation templates on file to speed data entry. Retrieve any order or invoice to generate a new quote for repeat business.
  
  
• Enter quotes while orders are being finalized with your customer. Quotes do not commit inventory, and there is no risk of accidentally shipping an incorrect or partial order. Quotes contain complete, customer specific pricing, and include all tax calculations for pricing confirmation. They can also hold standing orders or templates for easy repetitive order creation.
  
  
• Track quote revisions, and record notes and comments on a quote while the sales cycle is progressing. Purge expired quotes. Automatically purge prospect information when no quotes exist for the prospect. Import quotations from other systems.
  
  
• Compatible with Windows® Vista™
  
  
• Screen displays have been made easier to read, with the font changed to Tahoma and disabled text displayed in blue.
  
  
• SmartFinder search performance has been improved by a factor of 2 to 10 times when data is on a network.
  
  
• Data backups can now be automatically uploaded to WebSafe for secure offsite backup.
  
  
• You can now have multiple scan lists per company, per user.
  
  
• You can now email to prospects and customers from the Scan List.