Version 2.2 Build 0010 Updates and Enhancements January 5, 2003 *** You must apply dbfixes with this version *** 1. Schedule - Enhancement the day schedules contact description is now based on the contact class view expression in the model instead of just the Contact Type name. There is an option in maintenance Options/ Set options to turn this on or off. 2. Report Designer - Enhancement The Right mouse menu in report designer now has these new functions -For all selected fields change border style. -Insert a Bitmap with a find file dialog box. -For all selected fields insert a totals field The Type of total can be Sum, Distinct Sum ,Count , Distinct Count or Average -For all selected fields change the format of the field eg: [currency] , ###.00 , (###)###-#### , [general] -Modify Subreport if you have clicked on a subreport There is a new button in report designer- DW List - which shows you the contents of your local_library.pbl There is a new button in report designer- Modify DW's - which shows you the contents of your local_library.pbl and lets you pick one to modify. 3. Report Designer - Bug Fix The report designer was not properly replacing subreports on Save as Dw if the subreport did not have a query. This has been fixed. 4. Speed of Filing Contacts with financials - Enhancement Two new option values are now checked on filing contacts with financials turned on. - Turn off Discounts (option_value_id = 'DISCOUNTS' ) discounts are not checked - Turn off Service Limits ( option_value_id = 'SERVICELIM' ) service Limits are not checked There is a third option value that has been added for trouble shooting of speed on filing contacts -Show messages with relative time for each component checked on filing (option_value_id = 'SHOWTIMER' ) 5. Donation Statistics Report - Enhancement The Donation Statistics report has a new criteria selection of the donors group. It is only enabled when doing donor searches for People. 6. Distribute Action on Person Class for limited remote sites - Bug Fix The distribute action was not properly sourcing the primary key for datastores and causing an application error , this has been fixed. 7. Person Search Criteria - Enhancement Criteria based on facts with a condition now apply the fact type condition to the drop down box of the criteria, for example: the Case Manager fact drop down list is now limited to people with the role of role type Staff 8. Donor Search Criteria - Enhancement There is a new three state check box for donations in donor search. When you choose a crtiteria or a column of type donation a check box appears that allows you to choose filed, unfiled or all donations. 9. Security Profiles - Bug Fix On a security profile when a record was changed back to full rights , the first record of that type was deleted not necessarily the record you were modifying. This has been fixed. On a security porfile when the rights for a classes type was changed an Expression is not Valid error would appear, this has been fixed. 10. Sites Change Data location with Rules - Bug Fix If there was a rule on Software Application that opened a window, you would get an application error on change data location. This has been fixed 11. Casey - Bug Fix Casey was not properly counting down the Unpaid payments. this has been fixed 12. Facts Tab - Bug Fix Double clicking on pick list questions on the facts tab used to open a text box, this has been fixed to do nothing. 13. To Do List - Enhancement A New To Do List has been added. It is available in the Menu Under View/My To Do List. It can contain up to 10 custom definied To Do's. On each security profile there is a new tab Profile To Do where you can attach any of your custom defined To Do's to the profile. To Do definitons are found in the Menu under Maintenance/Manage To Do List. 14. Casey - Enhancement A New Casey ( Danic Assistant ) has been added. It is available in the Menu Under View/My To Do List/ Click on the Casey Button. It can contain up to 10 custom definied Tasks. On each security profile there is a new tab Profile To Do where you can attach any of your custom defined To Do's to the profile. To Do definitons are found in the Menu under Maintenance/Manage To Do List. For each custom defined Casey definiton you can specify a custom defined action for Casey to use with the To Do. There is extensive Danic Model work involved in order to implement this new functionality so please contact you Account Manager to discuss your requirements. 15. Local_library.pbl - Enhancement The local_library.pbl file can now be renamed and moved to a diffferent directory. A new variable has been added to the ini file under the [Locations] section of LocalLibrary = PathandFileName for example [Locations] LocalLibrary = D:\dt_data\Client\My_library.pbl 16. DropDown Lists - Bug Fix Drop down lists where not setting text to upper case if there was a class count record and no records were retireved, this has been fixed 17. Print Preview - Bug Fix The print preview window was not calculating the number of pages correctly and the zoom buttons were not working correctly. This has been fixed. 18. Person Search - Bug Fix Case and contact questions when used as criteria and the drop down box was checked gave an attempt to bind to a non-exsistent column. This has been fixed. 19. All Forms - Enhancement SetFormTitle for all forms now handles complex access limits for the class. 20. Organization Print Profiles - Enhancement Two new print profiles have been added for organizations. r_organization_with_questions and r_organization_with_questions_short. 21. Menus/Custom Queries - Enhancement You can now have 15 custom queries on any security profile the limit used to be 5. 22. Case bar Show Details - Enhancement the show details button on the case tab has been changed to expressions in Maintenance/Options/ Set Options here is an example of an expression for Contact details to show the contact type and the Client and the contact date and the staff on contact. ContactType + ' - ' + Client + ' (' + ContactDate + ' ) ' + ' ' + Staff here is an example of an expressions for Case details to show the Case name and the Case type and the staff on case CaseName + '-' + CaseType + ' ' + StaffOnCase 23. Facts Tab - Bug Fix Shift tab was not tabbing backwards through fields on the facts tab. This has been fixed 24. Donation Statistics - Bug Fix The Group drop down list was not enabled. This has been fixed. 25. Case Bar Security - Bug Fix The Case bar was showing unfiled contacts even if there was an access limit to not see them. This has been fixed. 26. Actions - Bug Fix Action steps that were INSERT UPDATE OR DELETE statements that contained number type parameters were not converted properly, this has been fixed. If you have any questions please contact Danic Technology Inc. 200-150 Isabella St Ottawa, On K1S 1V7 Canada (613) 234-1414 David Campbell Manager Product Development