Wintouch Enhancements and Release Notes 6.8.x

Coming Soon

Wintouch Dashboard that shows mission critical information in graphical form (Currently in Beta).

Wintouch 6.9.x - Current Release 6.9.9, 04/20/2007

Account and Contact Summary Windows

Edit your Account and Contact Summary Titlebars when you hit the Customize button in the Account or Contact Summary windows. (6.9.9, 04/20/2007)
Addition of "Fit Summary To Window" option in Summary windows to enable or disable a scroll bar. (6.8.3, 02/24/2006)
Addition of "Previous" and "Next" buttons in Account or Contact Summary windows to close and open next or previous account or contact from a list. (6.8.0, 12/14/2005)
Enhanced Time Clock in the Account and Contact Summary. Starts when the Account or Contact is opened and can be paused or cleared with one click. (6.7.5, 10/06/2005)

Activities

Account Profile fields can now be added to the Daily Activities window. (6.9.4, 11/10/2006)
"Created By" in the Complete an Activity and Completed Activity windows now tracks the original creator of the activity. (6.8.3, 02/24/2006)
Addition of customization tool in activity windows to rearrange the layout and change the color of fields. (6.7.8, 11/18/2005)
Clicking on a completed activity in the Completed Activity window now opens both the account and Completed Activity or the Contact and Completed Activity. (6.8.0, 01/06/2006)
There is no longer a length limitation for saving documents in Activities and Extended Profiles. (6.7.7, 10/31/2005)
Saving notes which are more than 16348 characters is now prohibited. Unnecessary spaces will be deleted from the notes. (6.8.0, 12/09/2005)
Addition of "Remove Lead Blanks from Each Line" option within activities and profiles windows to omit spaces from the head of each line in notes. (6.8.0, 12/09/2005)
Clicking on Activities or Extended items in a report listing opens the Account or Contact and the corresponding activity or extended profile item. (6.7.9, 12/02/2005)

Addresses

Addition of "Skip Other Address Validation" checkbox option in AddNewContact, AddNewAccount, ContactNew and AddressBook. (6.8.8, 06/27/2006)
City and province are shown once a US zip code is entered even when "Skip Wintouch Address Validation" is checked in an Add New Account, Add New Contact, or Address Book window. (6.8.0, 12/16/2005)

Contact Profile

Addition of "Unknown" option for Gender definition related to contact profile. (6.8.9, 08/02/2006)

Extended Profiles

When creating an Extended Profile item, you can now switch contacts with a Contacts button. (6.9.9, 04/20/2007)
Extended Profile Listings now show a count of the rows listed as they are retrieved. (6.8.8, 06/27/2006)
Addition of refresh button in Extended Profiles. (6.8.2, 02/02/2006)
Wintouch Extended Profiles have been expanded from 10 formats to 25 Extended Profiles. If necessary, further expansion to 99 Extended Profile formats is possible. (6.7.0, 07/08/2005)

General

Lotus Notes, Outlook, and Thunderbird Wintouch integration has been enhanced in 6.9.9 and you can choose the version under Main Options > Preferences. You can now bring Wintouch information to Outlook and Lotus Notes email templates. (6.9.9, 04/20/2007)
View the Wintouch Java Console directly from Wintouch under the Main Options pull-down. If you are experiencing problems you can click the Email Wintouch Support button here. (6.9.9, 04/20/2007)
Define which Port your email client uses in Main Options > Preferences > Default Server Settings. (6.9.9, 04/20/2007)
In the parent-child window, we have separated the drop down to show only Parent accounts or only Child Accounts to alleviate confusion.
Wintouch now saves a historical record of all settings changes in Wintouch Settings Maintenance. (6.9.6, 1/12/2007)
Too many Global Reports? The ability to Add Location level Groups, Templates, and Custom Reports is coming. (6.9.4, 11/10/2006)
Account Search is now customizable with all of the fields from your Account Profile. (6.9.4, 11/10/2006)
"Show on PDA/Mobile Phone" option in CustomizeTools and CustomizeTableTools windows. (6.9.1, 09/15/2006)
Modal dialogs can be closed by pressing escape key. (6.8.9, 07/20/2006)
Pop-up a warning message before canceling and closing profiles when they have been edited. (6.8.9, 07/20/2006)
Addition of Thunderbird extension to use Thunderbird for composing new messages and saving received messages in activities. (6.9.1, 08/31/2006)

Import Data Tools

With Duplicate checking on, you can now add extended profile data to existing accounts tied to existing contacts. (6.8.4, 04/18/2006)
With duplicate checking turned on you can import data to existing Accounts and Extended Profiles. (6.8.4, 04/18/2006)

Preferences

Addition of "Send each email via separate TCP connection" option in Preferences to speed up email blasts on specific server configurations. (6.8.8, 07/07/2006)
Addition of "Use Wintouch Address Validation" option in Preferences. This allows you to have the Skip Wintouch Validation checkbox enabled or disabled as the default. (6.8.0, 12/14/2005)
Define Auto-formatting phone/fax numbers outside of the U.S. and Canada. (6.7.0, 07/08/2005)

Reporting

Support for second level profile (6.9.9, 04/20/2007)
Administrators may now copy report templates and Custom Reports from one user to another. (6.9.4, 11/10/2006)
Report on activity notes by running a completed activity or scheduled activity report with the notes field in the Group Definition. The report has three different modes. (6.9.0, 08/01/2006)

If you enter *mountain*, all activity notes with the word terrain will be included in your results.
If you enter *ountain, notes with words that have characters before outain will display. Notes that contain words like mountain, fountain, etc. will display.
If you enter mo*, notes with words that have characters after mo will display. Notes that contain words such as mount, mountain, mouse, mobile, mover, etc. will display.

Note: If you run a report at the "Account" level, you will report over Account Notes. If report over "completed" or "scheduled activity" levels, you will get activities notes.

Report on the Type of Completed and Scheduled Activities (6.8.9, 08/01/2006).
Report by Activity ID (6.8.9, 08/01/2006)
Reports may now be cancelled with a simple stop button before they start listing results. (6.8.8, 06/01/2006)

Terminal Emulation Script Designer (Green Screen Macro)

Account,Account/Contact, or Contact fields may be included in the content of emails. (6.9.9, 04/20/2007)
Emulation script designer automatically stores user and password in the Type command now. (6.9.9, 04/20/2007)
Extended Profile fields may now be used in the Terminal Emulation Script Designer (Green Screen Macro). (6.8.1, 01/23/2006)

URL Script Designer

Addition of URLScriptDesigner module. Wintouch fields or hardcoded data can now populate forms and fields on websites. These commands are saved as a button or link in the Account or Contact Summary windows. A sample use would be sending a search request to google or address information to map quest. (6.7.9, 11/28/2005)

User Profile

Default Group Calendar added. You can now group users together so managers can more easily see their activities. (6.7.4, 09/13/2005)

Wintouch Lite

Backup directory under Wintouch Lite directory. (6.8.3, 03/16/2006)
Add Accounts and Contacts in Wintouch Lite mode. (6.8.3, 02/24/2006)
Synchronization for 1,000 records should take less than 20 seconds as opposed to 2 minutes for a Pentium IV 2 GHz computer using DSL. (6.8.3, 02/24/2006)

Wintouch Settings Maintenance

The Wintouch Settings Maintenance tool gives administrators a tree structure view of all Wintouch Settings, with simple copy features between default, user location, and user levels. (6.7.1, 07/28/2005)