Posts Tagged ‘ACT! by Sage’

Resource Management tool v1.5.3 released

Wednesday, September 3rd, 2014

With the following new features, updates and fixes…

ADDED: CHMS | On load if the connection to ACT! fails, then load the dropdown information from that in the database and disable button functions which rely on the connection to ACT!
ADDED: Financials tab | Adjustments tab – options to Filter Adjustments by date
ADDED: Configuration | Advanced tab | Rules tab | Driver Conflict From and To Minutes – these are used with the new validation when creating / updating a Shift (see below).
ADDED: Configuration | Main Diary tab | New and Edit buttons – added validation that the Care Home where the Shift is scheduled does not have another Shift there within the next X-Y minutes. The X-Y minutes are governed by the new Configuration options (see above).

(more…)

Resource Management tool v1.5.2 released

Monday, June 30th, 2014

With the following new features, updates and fixes…

ADDED: CHMS | Login – new Manager level password. The Manager login has access to the same screens and tabs as the Standard login User, but more reports.
ADDED: CHMS | Reports tab – added a Employee Profitability report.
ADDED: CHMS | System tab | Miscellaneous tab – fields to populate an Average Transport and Average Overhead Cost per Employee

(more…)

Resource Management tool v1.5.1 released

Tuesday, May 13th, 2014

With the following new features, updates and fixes…

ADDED: CHMS | Diary tab | New and Edit Shift buttons | Edit Shift screen – fields to enter the number of Hours that a Shift includes Bank Holiday Hours, Normal Hours and tickbox to indicate whether the Bank Holiday Hours should be treated first when creating Invoices and Payslips
ADDED: Database – primary key to tblResourceCharge
ADDED: Database – primary key to tblResourceChargePermanent
ADDED: Database – BankHolidayHours field to tblDiary and updated relevant stored procedures and Views to include this field

(more…)

Resource Management tool v1.5.0 released

Monday, March 17th, 2014

With the following new features, updates and fixes…

ADDED: CHMS | Diary tab | New and Edit buttons – a warning if the Shift is an AWR Shift that would mean the Employee working Overtime for all (or part) of the Shift.
ADDED: CHMS | Financial tab | Office Staff tab | Edit button screen – an option to Archive details of an Employee
ADDED: CHMS | Financial tab | Office Staff tab – a Filter option to Show or Hide Archived Office Staff
ADDED: CHMS | Financial tab | Employee Adjustments tab | New and Edit buttons – an option to Archive details of an Employee Adjustment
ADDED: CHMS | Financial tab | Employee Adjustments tab – a Filter option to Show or Hide Archived Employee Adjustments
ADDED: CHMS | Reports tab – Filters for Office Staff and Drivers
ADDED: CHMS | Reports tab – a new Employee Holiday report which will display any Holiday that Nurses, Care Staff, Office Staff or Drivers have been allocated between the specified Dates
ADDED: CHMS | Financials tab – new Permanent Adjustments tab with New, Edit, Delete and Export features to manage Employee Adjustments that are made every Week.
ADDED: CHMS | Financials tab | Permanent Adjustments tab – Auto Set Adjustments button to automatically create Employee Adjustments from the Permanent Adjustments set up.
ADDED: Configuration | Maintenance tab – new Permanent Adjustments tab with options on how to set up the CHMS | Financials tab | Permanent Adjustments tab grid

(more…)

Resource Management tool v1.4.0 released

Thursday, January 16th, 2014

With the following new features, updates and fixes…

ADDED: CHMS | Financials tab | Office Staff tab | Pay Holiday button to allow holidays to be assigned to Office Staff
ADDED: CHMS | Financials tab | Drivers tab with Edit, Archive, Pay holiday, Auto Set Rates and Export features

(more…)

Changing QuoteWerks / Sage ACT! integration Forecast and Call Back defaults

Thursday, July 19th, 2012

Individual users can change the default Forecast Close Date, Forecast Probability, Call Back Date and Call Back Time when creating follow-up tasks from QuoteWerks by editing the {username}.ini file ForecastCloseDate, ForecastProbability, CallBackDate and CallBackTime keys under the [Preferences] section. To do this, then follow these steps: (more…)

ConnectIt Pro Key Feature #4 – Company Branding

Tuesday, May 29th, 2012

ConnectIt-Professional Configuration, User InterfaceThis is a feature that perhaps high volume resellers will be interested in, and give you the opportunity to customise the look of the software with your own corporate branding – logos, support and website links, even the images on the buttons(!).

(more…)

ConnectIt Pro Key Feature #3 – Multiple Transfer Profiles

Friday, May 25th, 2012

ConnectIt-Professional Configuration, Site ProfilesThe traditional ConnectIt products have just one configuration; the configuration is highly flexible, but there is just one. If you need multiple types on transfer – perhaps you are running several disconnected systems or perhaps running more than one company which require information presented differently between systems, then you need to either keep changing the settings or install the software twice.

(more…)

ConnectIt Pro Key Feature #1 – Front End with Multi-Document Transfer

Monday, May 14th, 2012

ConnectIT Pro - UI with Orders listedOne of the key features that user of the current products will note is that ConnectIt now has its own front end user interface.

(more…)

Feedback and action from ConnectIt Software development

Tuesday, April 24th, 2012

We’ve taken on board your feedback over the years on the growing collection of integration solutions that make up the ConnectIt Software suite(more…)