Build 5056 <.p>
Column "Net Job Total" added for Invoices and POs.
Minor enhancements (report variables).
Multiple minor enhancements (work with custom fields).
Several field sizes increased by users' request.
Sorting of columns improved.
Additional Color Status for POs without Invoices (when using From Invoice Date payment terms).
New Project based on Quote feature upgraded (automatic copying of files, jump to created Project).
Deletion of Client with all relative records is possible now (e.g. for cleaning up demo records in database). Alternatively, you may install empty database.
Invoices in the middle of the range can now be deleted.
Client Quotes — major upgrade (Multi-Item Quotes).
Projects can be created on the basis of Quotes.
Font name and Font size in tables can be customized (see Settings -> Current User -> Fonts and Sizes).
Automatic adjustment of column width to the size of the longest field (MS-Excel – like behaviour) by double-clicking during selection:
Service and Group columns added in New/Edit dialog boxes of Client Invoices, JAs, and POs.
Display of Postal Address format in dialog boxes can be customized.
AnyCount can help you generate multiple client jobs at once (AnyCount button in Tree page of Project window).
Time of project start can be entered in Assigned part of timeline in Projects, Quotes, and Jobs.
Automatic display of Productivity added in New/Edit Corporate Job dialog box.
Resizable splitters added on Main pages of Client, Project, Corporate Expert, Freelancer windows.
Report Engine at Tree page of Project window upgraded to reflect usability enhancements introduced in 5033.
Major usability enhancement for Project Tree.
Corporate Expenses added.
Group of Services column added to all tables, which contain Services.
Additional Phone 3 and Phone 4 data fields in Contact Info for Clients, Corporate Experts and Freelancers;
Optional photos in Contact Info for Corporate Experts and Freelancers.
New shortcuts for Navigator:
F5 — Clients;
F6 — Projects;
F7 — Corporate Experts;
F8 — Freelancers.
Update Past Folders feature for Project Folders.
New format for storing of templates (.pxr2), which now contains example report and description, in addition to report template.
Template variables can now be assigned to custom fields as well.
Font color of currently selected row can be customized; XLS-export is enhanced, it is now completely standalone, does not depend on installed Microsoft® Excel.
Expert jobs can be cloned.
Charts for Client Accounts, Project Accounts, Freelance Accounts.
Global Codes for Invoices and POs can be enabled to reset between separate years.
Customization of Global Code (prefixes, suffixes).
Custom Filter for Clients, Experts and Projects.
Export and Print is possible from most pages.
Customization of folder structure.
Photos can be added to contacts.
Speed of RTF-output optimized.
Ability to view AHC (Average Hourly Cost) of all corporate experts can be disabled for any Project Manager.
Minimum Fee added to Quotes.
Search of Freelance Experts improved.
Communication with price-list is now two-way, it is possible to transfer prices of particular quotes or jobs into price-list.
Additional filters for Invoices.
Additional filters for POs.
Greater compatibility between TO3000 and Projetex templates.
Special type of user: Corporate Expert, with ability to view only own JAs and expert jobs.
Export of data introduced in several parts of the program.
Printing of data introduced in several parts of the program.
Original Public Release.
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