Upgrade 1.1
| Increased calendar scheduling from 30 minute intervals to 15 minute intervals. |
| Integrated mail-merge type documents into various program screens. |
| Added Prospective Student Screen. |
Upgrade 1.2
| Added additional fields to the Student Screens, including 5 user defined fields. |
| Added barcode scanning for class attendance tracking |
| Added finger scanning for class attendance tracking |
| Added Attendance Edit Screen. |
| Added Student ID Cards. |
| Added additional fields and reports for tracking advancement status. |
| Added Birthday reports |
| Added payment coupon printouts |
Upgrade 1.3
| Password protection for various sections of the program |
| Class Enrollment start and finish dates and various enrollment reports |
| Improvements to the Expenditure Screen |
| Student ID drop down list for quick student call-up |
| Added Documents folder to Backup and Restore screens |
| Added Due Date options to the Coupon Document printout |
| Added notification on the Scanning Screens if a student enrollment has expired |
Upgrade 1.4
| Added an Event Screen for scheduling promotion examinations, special training sessions, etc. This function has been fully integrated throughout the program for tracking attendance to the event. |
| The Report Screen has been expanded to include reporting of Students who enrolled and/or attended classes and events. |
| For our overseas customers, we have made a slight adjustment to the width of various reports so that they will fit completely on A4 sized paper. |
Upgrade 1.5
| Added a Training Plan Screen for outlining and planning activities for each class. Printout all training plans for a selected day. Print summary reports of time spent on each activity for a selected period of time. |
| Made month pop-up views easier to read. |
Upgrade 1.6
| Added a Training Photos Screen to the program |
| Added an Accounts Screen to the program |
| Added a Contacts Screen to the program |
| Added a text box for entering a caption when printing a grid view screen display |
| Modified the Expenditures screen with an Account text box and associated Balance. If an account is selected, a purchase will be posted to it and its balance updated. If you do not wish to update the balance then click the check box at the bottom of the screen. You can also add deposits and payments to the various accounts by making the Cost entry a negative number. |
| Added a Tax text box to the Expenditures Screen. |
| Added a Posted check box to the Expenditures Screen for marking transactions that have cleared the bank. |
| When selecting a ‘Paid To’ on the Expenditures Screen, if a category is not already selected then the last selected category for the chosen vendor will be selected. |
| The ‘Other’ category on the Expenditures Screen now includes a drop down box listing all current entries in the database. |
| Default address information has been added to the Options Screen so that at the click of a button you can easily add this information to any screen that calls for an address. |
| A folder is now created for each student where you can save documents to and call them up later from the Student Screen. |
| The Payment Screen now displays all invoices for the selected student and payment can be applied to any invoice in the listing. |
| A receipt can be printed from the Payment Screen. |
| A contact can be selected on the Invoice Screen for filling in address information. |
| Purchases can be sorted by categories when printing from the second tab on the Report Screen. |
| Improved updating and tracking of Student balance when adding or deleting purchases or payments. These changes only apply to the active record screens. The archive record screens operate the same as the previous version. In summary, you now have the option to select whether a student's account balance is updated or not when adding a payment. When a purchase or payment is deleted or edited from any screen the associated student's account balance will automatically be updated. If a student invoice is adjusted then the previous and current balance will be updated on all follow-on invoices associated with the student that currently exist in the database. |
| All Invoices created or edited will be numbered in accordance with the defaults of the Options Screen upon record saving. |
| Finger Scanning drivers have been updated for locating students quicker on check-in. |
Upgrade 1.7
| Added scroll bar to Student Screens for finding records. |
| Added several options for ordering records on the Student Screens. |
| Modified Search Screen to either search for similar or search for exact match. |
| Added capability to edit the Student ID Number. |
| Expanded the student routine billing function to include Monthly, Bimonthly, Quarterly, Semiannual and Annual billing cycle options. |
| Added Day Due and print capability to the Batch Payment Screen. |
Upgrade 1.8
| The class drop-down lists on the Attendance Editing and Scanning Screens now include the time and day with each listed class. |
| The Scanning Screens now displays the class name, time and days in the class name box. |
| Up to 8 different classes can be assigned to an advancement requirement on the Advancement Screen. |
| The Student Screen will now accept enrollment into different classes with the same name. |
| The Documents Screen has been significantly changed to allow users to create documents with database field flags inserted into any portion of the document. You can now also create unlimited document templates. Student ID Barcode and Pictures can be placed anywhere in the documents. |
| The Page Setup function of the Document Screen now allows three printout options: Normal for a single page per record; Coupon for up to 12 sections without defined page breaks; and Drill Down which will display a database field section for all records, one after the other. |
| An Insert Database Field button has been added to the Editor Screen to allow entry of database field flags into a document. |
| Added a button to the Class Screen to make adding additional time slots for a class easier. |
| Expired class enrollments now show as shaded rows on the Student Screen |
| Added an Attendance Analyzer Screen with color graphics for viewing student attendance trends. |
| Added an attendance note text box to the Student Screen that can be edited there or on the Attendance Analyzer Screen. |
Upgrade 1.9
| Classes and Events can be scheduled to the nearest minute. |
| The Scanning Screens have additional default settings through the Options Screen for background, screen saving and sound. |
| Added a Batch Promotion screen that will update all selected students to the next advancement requirement, class enrollment and rank. Also, added a promotion sequence number to the Advancement Screen that works with the Batch Promotion screen. |
| Added a screen for the user to create their own customized data reports. You can also add your own Crystal Reports to each database folder for call-up on the respective screens. See the Help topic for more details. |
| Added the capability to use a serial barcode scanner. This capability will allow you to scan students from the same PC that is being used for other applications. We also allow finger scanning to be done while the PC is being used for other applications. |
| You can now create barcode labels for products in your database and scan them with a serial or keyboard wedge barcode reader onto the Invoice Screen. |
| Under the Accounting tab of the Reports Screen, we have added a snapshot type business summary report. |
Upgrade 2.0
| A spell checker has been added to the documents editor screen. |
| A barcode number box was added to the Products Screen so that you can know add vendor barcodes to the database. |
| Ability to e-mail invoices to students from the Invoice Screen has been added. |
| Added ability to do a group email from the Student, Student Inactive and Perspective Student Grid View Screens, as well as various sections of the Reports Screen. |
| Fixed problem with the Student Screen not always updating for last payment amount and date. |
| We added some further automation to the Invoicing/Payment section of the program. These changes were designed to maintain a sequential flow of invoicing/billing should you edit or delete records. |
| Added a desired quantity text box to the Products Screen as well as a report which will print all products below this quantity. |
| Added another tab section to the Products Screen for taking orders on products not currently in stock. |
Upgrade 2.1
| Added MS Excel Export function to all grid views. |
| Fixed group e-mailing function to handle larger e-mail batches. |
| Added a Direct Payment check box to the Student Screen. This works with the Attendance Screen to show appropriate account status. The Attendance Screen will now display each student's account status with a color. |
| Mail Merge Documents can now be exported to MS Word for further formatting and saved to the program for call-up by the various screens. |
| Mail Merge Documents can also be flagged for follow-up action. You can view/edit flagged documents from the various student screens or from the Documents Screen. |
| Changed the Referral source text box on the various student screens to a drop down list. You can add to the list. You can select if you want the list to show default sources or student names. |
Upgrade 2.2
| Added a four weeks attendance sheet to the Attendance Screen |
| Added calendar dates, phone number, record number, Birthdays and Student Notes to the blank Class Attendance Sheets. |
| Added a Class Maximum Size field to the Class Screen. Class Screen will also display the current number of students enrolled in the class. |
| Class Enrollment popup screen will display maximum and current class size. |
| Added the number of students enrolled to the Attendance Tracking Screen caption. |
| Search Screen will remember its last entry. |
| The keyboard Enter Key will now enact the Go To button when a record is selected on a Grid. |
| Added a Day column to the attendance grid on the Student Screen. |
| Added a Quick Check Screen to see Birthdays for the month, overdue payments, overdue advancements and expired enrollments. |
| Added Standard Letter document as a document option on the various screens. |
| When querying for Birthdays you can now select for active, inactive or prospective students. |
Upgrade 2.3
| Added Electronic Billing. |
| Added AutoText and Upper Case functions. |
| Added discount column/button to the Invoice Screen. |
Upgrade 2.4
| Added a User Defined option to the Routine Invoicing function. |
| Added autotext and upper case correction function to the multi-line text boxes. |
| Added a Gender field to the student screens. |
| Added separate text boxes to the student screens for each parent's name and phone number. |
| Entry screens will now hold the previous viewed record when opening another screen. |
Upgrade 2.5
| Documents can now be emailed if you have MS Outlook installed. The document will go into the body of the email as plain text. |
| If you go to another screen while the current screen is modifying or adding a record, you will be asked if you want to save the changes. |
| An additional text field has been added to the Invoice Report. This information is added through the Options Screen. This allows you to add standard information such as return policy. |
| Added Student ID Number to the Invoice Report. |
| Fixed a bug that was causing non-English (US) machines not to update student accounts when a new month occured. The bug was introduced with the changes of upgrade 2.4. |
| Printer setup options are now available when you click the print button on a report with a .dsr extension. |
Upgrade 2.6
| Emails now bypass the Outlook Security Patch popup window. |
| Email documents now display in Rich Text Format |
| Attachments can be added to documents you create within the program for emailing. Send attached newsletters to your students in html format. |
| For new uses, we have added fields that allow you to input previous advancement attendance either as weeks, classes or hours. This allows you to start using the program's advancement tracking functions without having to enter previous attendance records. |
| The Associates text box on the Contacts Screen will now list your previous entries. |
| You can now specify and track student advancement by class hours. |
| The Advancement Query report of the Report Screen now also displays Class Days and Class Hours. |
| A Lead/Instructor scheduling screen has been added to the program with many functions for managing your staff. |
| Added A4 page size labels - L7160 for mailing labels and L7165 for Student IDs. |
Upgrade 2.7
| When a Prospective Student is activated the next Student ID number is automatically assigned. |
| The Staff Scheduling screen will notify you if you assign a person to the same time on another entry. |
| Added a Touch Screen option for Student log in. |
| Students can view or print their attendance since last advancement from the log in screens. |
| Corrected the Events.rpt report to state minutes instead of hours for duration. |
| Entries can be made to the Calendar Screen in a pre-established format by clicking the desired time and then the Entry button that appears. These formats work with the added print options. |
Upgrade 2.8
| Added an option to the Options Screen for notifying students on the log in screen when they have an outstanding balance owed. A WAV file can also be added. |
| Fixed problem with selecting a printer to print ID Cards. |
| Added ability to create a user defined layout for Student ID Cards. |
| Added multiple student drop down boxes to the Calendar Entry Screen. |
| If you add a student photo of same file name it will over-write the existing file. |
| Fixed problem when clicking "Add New Family Member" the ID Number was not the next in sequence. |
| A Comment box has been added to the Private Lessons scheduling popup screen. |
| A vendor information box was added to the Products screen with an easy Search button for finding and adding previous entries or Contacts. |
| The Order Screen has been improved with a vendor information box and an order placed check box. Also, a new report was added "Vendor Order Form" for placing orders with vendors. |
| A button has been added to the Invoice Screen for creating Order records. |