BridalLive Release Notes

v2.7 – Released 03/31/2012

Bug

• Sales Order Permission bug fixed
• Contact Name doesn’t reset on Trx List Filter fixed
• Memberships Tab – Role is displayed wrong
• Half Sizes fixed when editing size in the size chart
• SMS Messages weren’t clearing from History
• Item Registry – Hover on Sales Order shows the wrong role
• Contact List – Event Date Being Erased
• Smart Flow Bug – Create Task using wrong due date
• Quick Add Event Location on the prom registry is not putting the location in the drop down.

Improvement

• New Top Menu
• Allow Tabbing on POS, PO, and RV forms
• Fixed Receiving Voucher Printing to use the values on the RV and not what’s on the item.
• When multiple of the same item number are selected on the RV, print multiple tags.
• Added Ability to filter by Short Description on the Tried On Items Journal Report
• Add Best Phone Number to the Contact List
• ‘Discontinued’ Items Improvements.
• Contact List Smart Filter "Incomplete Item Registries" – Added Event Date Field
• Tried On Items Report – Allow a range for Discontinued Date
• Quince Updates – New Event Type and Role
• Allowing for Blank ‘State’ selection on all screens with the State drop down.
• Smart Filter Improvement – Voided Transactions no longer showing when filtering by contacts that purchased
• Tried On Items > Bridal Gown Purchase Smart Flow not working
• Made Mobile Phone number the primary number on Quick Appointment
• Increased max discount amount on PO to be greater than 999
• Added PO Confirmation Number to the Transaction Items screen
• Changed "Actual Sales" to "Payments" on the Sales Performance Report
• Changed "SMS Message" wording to "Text Message"

New Feature

• Show Event Contact Name on Receipt (if applicable)
• Added ‘# of People coming with you’ on Appointment Request
• Ability to exclude Original Price from the Printed Receipt – Administration > Point of Sale > Preferences
• Added a Progress Window when updating the program
• Ability to hide price on merchandise tags
• Added phone number to pick up slip
• Added ability to Schedule Emails using a Smart Flow
• New Smart Filter (Purchase Order List) – POs containing Item
• Converted Internet Marketing Tools to HTML (iPad Friendly)
• License Updates – Must have active license to use the program.

v2.6 – Released 11/06/2011

Bug

• Tab switcher is now fixed
• Scrollbars removed from Pick Up Slip
• Smart Flows sometimes showed “Unavailable” in the MailChimp List – fixed
• Category sort on Contact List is now fixed
• Clock In/Clock Out Bug fixes
• Online backup fix for large databases
• Smart Flow: Change Category – Now updates the contact screen
• ‘Unassigned’ category showing when using smart filter – fixed
• Fixed Back Button on Setup Wizard
• Inactive Task Types no longer appearing in Task List Live Filter

Improvement

• Misc. Reports Improvements
• Added Check # to RV screen.
• Added a setting to remove the bar code from the Item Tag
• Added ability for standard notes to a PO
• Added labels to the phone and fax fields for the vendor and retailer on the PO
• Report Improvement – Average Transaction Amount by Month – Added Department Filter
• Removed “Marketing Stages” functionality
• Added New Member Roles – Matron of Honor, Junior Bridesmaid
• Ability to exclude Customer Orders from On Hand Inventory Report
• Ability to discontinue items
• Added Alterations Appointment to Appointment Request Form
• Credit Card processing stability enhancements and compliance updates
• Added Vendor to PO Journal Report
• Added ability to edit the amount on the PO
• Payment Type: Check – Added by default
• Feedback Form – Remove Scrollbar when not needed

New Feature

• SMS Text Messaging
• New Report – Sales Summary by Size
• New Report – Pickup Report
• Partial Approvals for Credit Card Processing
• New Report – Sales Summary By Color
• Allow Access of Size Chart from the POS
• Australian Compatibility
• New Smart Filter For Contacts – Contacts by Date Entered

v2.5 – Released 08/23/2011

Bug

• When program is re-installed, email templates are being copied
• Size Chart Bug
• When Duplicate Contact Found, publish feedback confirmation button becomes mislabeled.
• Event Information Bug fixed. Event Type was not sticking when tabs are changed
• Sales Order Rounding Issue fixed
• Bug in closing ratio report when selecting only one employee fixed
• Fix 1009 error when printing tags on completed RVs fixed
• Cancel Date being printed on the PO when it is blank on the screen – fixed
• Smart Flow – When Appointment Completed selected, Email Templates with Appt Merge Keys are not shown – fixed
• Appointment Request Widget showing white line

Improvement

• Prompt to install update when there is one
• New Report – Sales Per Hour Report
• Resource View
• Add Accent Color to 5160 Tag
• Add Line Item Notes to Emailed Receipt
• Export Reports to Excel
• Add Short Description 2 to Sale/Sales Orders created with the item registry.
• Sync the size/color/accent color to the item registry after the Sale/Sales Order was created.
• Cancel (or Void) a PO
• Add Terms and Conditions to the Emailed Receipt
• Purchase Order Creation from Item Registry
• Add How Heard Selection to Marketing Stage Report
• Add line item notes to Pick Up Card
• New Report – Transaction Journal
• Clear Marketing Tool Message When user view them.
• Increase the Size of the Short Description and Short Description 2 fields
• Restrict Item Import Short Description Field length to 50
• When Clicking Save on a tab, change the cancel button wording to "Close".
• Add Month/Year to the Appointment By Month Report
• Increase Stability of closing tabs.
• Add Invoice Number to Receiving Voucher List Filter
• Item Screen QOH Enhancement
• Add ‘Formal Event’ to Event Types
• Add Categories
• Add Indexes to improve speed of item registry
• Add Event Type to Event Date smart filters on Contact List
• Allow Item Filter Item Number field to accept multiple numbers separated by a comma
• Turn off appointment and task completion options by default
• Add "Select One" to the Payment Method Drop down.

v2.1 – Released 02/28/2011

Bug

• Vendor Size Chart – Restricted size to 15 characters when editing the size field
• Sales Order Printing Issues – Now the Terms and Conditions will print in their entirety on a separate page when they don’t fit on the first page
• The Receipts Journal and Sales Order Journal showed a discrepancy of $.01 on a Amt Paid – This has been fixed.  Thanks Mike and Julia!
• Returns are were  not allowing you to edit the color and size.
• ‘Duplicate’ Sale Order button didn’t work when user didn’t have the “Sales” permission assigned
• Reports are cutting off a few rows at the bottom.

Improvement

• Fix the tab navigator – The top Tab Navigator used to bring you back to the last tab instead of the tab that launched the tab you were closing.
• Automatically prompt for registering prom dresses when new Sales/Sales Orders are created
• Outlook Style calendar double click – Click the Time on the Day View and the Quick Appointment dialog will show up pre-filled with the date and time.
• Item Import Changes – A few new fields were added to the import.  See the online user guide for more information
• Added Hollow to Hem to vendor size charts.
• Added Smart Filter on Transaction List to search for transactions with a particular item
• Added a Contact Quick Filter on the Sale/Sales Order/Return screens.  Just start typing the last name and matching contacts will be displayed.
• Misc. Item Registry Improvements
• Smart Flow Trigger added for Final BM orders received.
• Calendar can be printed
• Add the ability to print Appointment Notes on the Appointment Sheet
• Preset Event Date on Quick Contact from Event Members Screen
• Added “Other Appointment” to Appointment Request Form (Marketing Tools Subscribers only)
• PO Improvements – Submitted Date and Confirmation Number Added
• Active/Inactive flag added on email templates
• Print List Screens – Now all of the List screens can be printed
• Export list screens – Now all of the List screens can be printed
• Add “Formal” to Item Attributes
• Bulk Action Added to Transaction List  - Change Assigned Associate
• Preferred Contact Method Improvements – Now when you assign a contact to Sale/Sales Order/Return, the preferred contact method will be used.
• Existing Contact Found Improvement – Now the system will automatically merge contact information for duplicate contacts.
• Added Trx Status to Sale and Sales Journal
• Added Due Date to Smart Flows Popup for Tasks
• Remove Scrollbar on Appointment Request Form (Marketing Tools Subscribers only)
• Fix Live Filter For Large Data Sets
• Improved Item Quick Search by adding the ability to search by Item Description.

New Feature

• Add a more generic appointment request form – There are now 4 configurations of the Appointment Request Form.  See the Online User Guide for more information.
• ‘Practice’ Mode – You can now switch in to Practice Mode to train your staff (or yourself ).
• Create/Print Pick Up Slips – You can now print Pick Up Slips from the Receiving Voucher.
• New Report – First Visit Closing Report
• New Report – Transaction Items
• New Report – Average Sale Amount
• New Report – Employee Sales Goal Report
• Audit Fields on Screens – You can now see who and when last changed a contact, task, appointment, item, vendor, transaction, PO, or Receiving Voucher.
• MailChimp.com Integration
• Added Video Tutorials for each module

v2.0 – Released 10/10/2010

Bug

• [BL-180] – POS transaction Size selection broken when no color group selected
• [BL-184] – Duplicating a Sales order does not duplicate the line item discounts

Improvement

• [BL-2] – Email Transaction
• [BL-7] – Marketing Flows
• [BL-103] – Ability to assign an event date to an event location
• [BL-151] – Add Receive button to PO
• [BL-154] – Add Smart Filter to PO List – POs for Contact
• [BL-162] – Add the ability to “Confirm” an appointment
• [BL-165] – Add Sales Order Item to Existing PO
• [BL-167] – Add a “Complete Option” to the appointment called “Create Sale/Sales Order”
• [BL-168] – VAT
• [BL-183] – Add “Usher” to party roles
• [BL-189] – Add a permission for the Sales Performance Charts.
• [BL-192] – Add Item Status to import
• [BL-198] – Add the ability to hide the “Completion Options” dialog box for tasks and appointments.
• [BL-208<] – Add Appointment notes to Appointment Calendar tool tip

New Feature

• [BL-47] – Marketing Funnel
• [BL-61] – Event Item Registry
• [BL-119] – Employee Schedules
• [BL-181] – Sales by Month Report
• [BL-191] – Add Line Item Discount and Additional Discount to Sale and Sales Order Journal

v1.3 – Released 5/1/2010

Bug

• [BL-104] – Can’t enter contact or search for one on POS
• [BL-110] – Brother Laser Printers show line on left side of POS print outs.
• [BL-133] – Assigning a contact to a Sale does not populate phone number
• [BL-135] – Daylight Savings Time Appointment Time Off
• [BL-136] – Today’s Date on Calendar not updating
• [BL-148] – Recalculation With Discounts

Improvement

• [BL-3] – “My Tasks” added to the Home Screen
• [BL-9] – Smart Filter – Contact’s with Tried on Item
• [BL-11] – Added Contact Bulk Action – Create Address Label
• [BL-58] – POS Preferences – Suggested Deposit Percent
• [BL-59] – Average Cost computed automatically
• [BL-71] – Add configuration parameter that allows sales tax to be applied to shipping charges.
• [BL-81] – Track which items have been taken home on a sales order
• [BL-82] – PO Estimated Ship Date – Quick Dates
• [BL-87] – “How can we confirm your request” added to appointment request
• [BL-88] – Item List Bulk Action – Change Status
• [BL-93] – Item Dialog – Multiple Select
• [BL-106] – Add Event Location from Register Item(s) dialog
• [BL-108] – Preference for Default Appointment Duration
• [BL-109] – Clock-In/Clock-Out permission
• [BL-111] – Task description no longer required
• [BL-112] – POS & PO line item notes
• [BL-113] – Create Sales Order from Sale
• [BL-114] – Create Sales Order from Tried-On Items
• [BL-117] – PO Status of Ordered
• [BL-118] – View Vendor information without printing a PO
• [BL-123] – Print Logo on Sales Receipts
• [BL-124] – Default Associate Preference for Tasks and Appointments
• [BL-125] – Open the marketing tools screen from the alerts window
• [BL-126] – Notes field on Quick Appointment Screen
• [BL-127] – Quick appointment (on calendar view) sensitive to the date selected on the calendar
• [BL-129] – Marketing tools fetched on startup
• [BL-130] – Return fix for Reports
• [BL-132] – Richer Appointment Completion Options – (Canceled, Did not show, etc)
• [BL-134] – Ability to jump to inventory item or POS transaction from Purchase History
• [BL-141] – Transaction Number added to Transaction List Live Filter
• [BL-143] – Duplicate Sales Order
• [BL-147] – Widen the Quick Search box on the PO Screens
• [BL-150] – Add Contact Information to PO
• [BL-153] – Ability to assign Contact(s) to Purchase Orders
• [BL-155] – Improved Inventory Management

New Feature

• [BL-120] – Internationalization Features
• [BL-121] – Improved order tracking

v1.2 – Released 1/31/2010

Bug

• [BL-67] – Error 1009 when scheduling an appointment after completing a task
• [BL-69] – Email Settings not saved
• [BL-70] – Calendar Not updated after closing Activity Center
• [BL-84] – Fix merchandise label alignment
• [BL-85] – Email Form should be reset to the first tab when re-opened

Improvement

• [BL-6] – Add Credit Card Processing
• [BL-42] – Add the ability to link a contact to a submitted interview and feedback
• [BL-45] – Change how Alternate Print Format works
• [BL-46] – Allow Color and Size change on the POS Transaction
• [BL-51] – Improve the Closing Ratio Report to 3 Reports for Sales Performance
• [BL-52] – Change Budget to Gown Budget
• [BL-53] – Add a “Member Of” tab to the Event Information Tab on the Contact Screen
• [BL-55] – Add Change Employee to Bulk Actions on Appointment and Task Lists
• [BL-57] – Add a warning when deleting a payment
• [BL-64] – Add a video link to the Feedback Form
• [BL-66] – Add a department and item attribute fields to the Cash Flow Summary report
• [BL-68] – Inventory Item status flag
• [BL-74] – Color Swatch on Employee List
• [BL-75] – Show Employee Name on Appointment Hover (Calendar)
• [BL-76] – Hot Key to Close All Tabs
• [BL-77] – Quick Add Contact From POS
• [BL-78] – My Performance Chart should use employee color
• [BL-97] – Add SMTP Port and Use SSL? to email settings

New Feature

• [BL-1] – Prom Functions
• [BL-56] – Create an Employee Live Filter

Version 1.1 – Released 11/22/2009

Bug

• [BL-15] – Appointment Requests submitted in other time zones should appear in local time zone
• [BL-22] – Item List Filter Ignore Item Attributes when Vendor Selected
• [BL-26] – Fix Average Budget By Month Report

Improvement

• [BL-10] – Allow Custom Logo
• [BL-23] – Sort Activities under Contact Screen -> Activities Tab by date
• [BL-29] – Add Date, Department and Vendor to all Sale reports
• [BL-32] – Add Quick Appointment To Calendar
• [BL-37] – Add Quick Contact Button on Event Members Screen
• [BL-38] – Add Contact to Transaction List Live Filter

New Feature

• [BL-14] – Appointments By Month Report
• [BL-25] – How Heard Effectiveness Report
• [BL-27] – Closing Ratio Report
• [BL-28] – Sales Summary By Vendor Part Number
• [BL-35] – Payment Summary By Day of Week
• [BL-36] – Traffic (Appts) by Day of Week