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| v4.100.4 | Compiled 25th July 2003 | ||
| Booking Board | |||
| Use our Booking Board to plan jobs and bookings More info... | |||
| To-Do list cacheing | |||
| A boost of speed for the To-Do lists which now cache themselves More info... | |||
| Batch Printing | |||
| Take control of your TCM print jobs with our new print queue feature More info... | |||
| Extra e-mail display options | |||
| View in-line images and protect yourself against possible HTML security issues More info... | |||
| Notes | |||
| General notes about the new version. More info... | |||
| Bug fixes | |||
| General information about bug fixes in the new version. More info... | |||
| New features | ||
| Booking Board | |||||||
| TCM introduces a new screen called the
Booking Board which is used to oversee the allocation of TCM users or Assets,
or even Contacts in the database (if you are a doctor booking appointments for
patients for example). To access the Booking Board click the drop-arrow adjacent to the To-Do list icon in the TCM Taskbar and choose Booking Board from the menu. When you open the Booking Board for the first time you should see the TCM users listed along the top of the screen and dates down the side. Imagine you wanted to use the Booking Board to plan staff holidays. If you want to book yourself a weeks holiday in August simply drag over the area you wish to book in your 'column' and then enter details of the booking in the Booking Details form. If you prefer an alternate view, click the Flip button to display the names down the side and dates along the top row. Note that the Booking Board is currently independent of the Diaries. If you make a Booking it does not currently show through in the Diary, and vice-versa. Another limitation of the Booking Board at present is that you cannot move a booking once you have entered it, you must delete it and re-enter it. The editing and moving of bookings will be more friendly in the next release. For more information on using the Booking Board, read through the Tour. |
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| To-Do Cacheing | |||||||
| The CSM Big Board and associated job boards
can take some time to appear if you are displaying additional job information
such as related Asset or Company details. To speed up the display of jobs we
have introduced a cacheing system which means that the lists will appear
instantly but will be loaded from cache and so might not be bang up to date.
TCM displays above the list the date and time of the cache, and you can refresh
it on demand or each time TCM opens or closes. |
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| Batch Printing | |||||||
| TCM's Write a Letter feature now supports
Batch Printing, or Print Queues, without requiring additional printer control
software from other vendors. Within TCM you can set up any number of Batch
Queues; at the most basic level you could simply have one queue that contains
all the printing yet to be done, or you could have one queue for each printer,
or one queue for each type of letter (those requiring letter-headed paper and
those not, for example). By queueing your print jobs you are able to do all the
printing at once, and you can also reprint old print jobs if there's a problem
with the printer - which is something you can't do if you print letters on
demand. Each time you use Write a Letter and choose to Print the letter from within TCM, it will direct your letter to the relevant queue (which you set on a per-letter basis). By default, for backwards compatibility, TCM will simply print your letters direct to the printer bypassing the queues. Note that if you print from your Word Processor, TCM's print queues will be bypassed. This option only applies if you choose to print your letters from TCM. |
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| Extra e-mail display options | |||||||
| When you download and view e-mails from other
people you will now be able to see in-line images (such as company logos or
graphics) that have been attached to the e-mail, so that the message will
appear exactly as the sender intended. To go hand-in-hand with this improvement are some new security features that will go some way towards protecting you from malicious e-mails. E-mail messages can be displayed in one of two ways; either in plain text (no fonts, colours, formatting or images) or in rich text (also called HTML e-mails, they can contain all kinds of formatting and can even look like complete webpages). If you always view e-mails as plain text then you have nothing to worry about in terms of malicious scripts being run or popup messages appearing. However, HTML e-mails support all the same functions as your web browser and can activate scripts, display messages, open additional browser windows, even send your computer's IP address back to the original sender of the message by simply displaying an image. By default TCM will block popup messages that are triggered by HTML e-mails, but by default it will still run scripts and display remote images because many e-mails require them in order to appear properly. You now how the option in TCM's Setup to disable these features on a per-account basis if you feel that they present a loophole in security. You can even block HTML e-mails completely from being displayed in TCM - in which case it will display just the plain text version of the e-mail. Note that these security features only apply to e-mails that you download after installing this Service Pack. |
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| Notes | ||
| Compatibility with Lotus WordPro | |||
| TCM's Write a Letter feature is now compatible with Lotus WordPro. Previous versions of TCM would leave inverted commas around the merge fields. Note that we have still experienced some problems with WordPro regarding certain characters in the folder name in which the letters are stored. It doesn't seem to like long filenames or certain characters such as dashes, underscores or spaces. If you experience problems, try using very short folder names to store your letters, and short letter names (8 characters or less). | |||
| New wording on the default mail-merge document | |||
| When you create a new document in the Write a Letter area of Setup, the default document now contains helpful information regarding how to access the mail-merge options of your word-processor in the event that they don't automatically appear. Instructions are included for Word and WordPro. | |||
| New 'Search' filter on the CSM Big Board | |||
| You can now set the default Filter on the CSM Big Board to Search which means that when you go to view the Big Board it doesn't display any jobs but asks you to enter a job number. It will then display all jobs that match that number. This feature has been added to speed up and simplify the Big Board for users who know which jobs they are dealing with and just want to home in on them directly. | |||
| Remember where you copied an Attachment to | |||
| When you click the Copy To link for an attachment, the default target folder is the e-mail inbox folder. If you choose a different location and then go to copy another attachment, TCM now defaults to the folder you just specified. This folder is remembered even if you close TCM. You are also now asked for confirmation if you are about to overwrite an existing file of the same name. | |||
| Ability to send e-mails with a blank message | |||
| In previous versions of TCM you were prevented from sending e-mails that had no message - you could only send them to the Draft outbox, since it seemed logical that if you were sending an e-mail you'd want it to contain some kind of message. However, you can now send an e-mail with no body message if you wish. | |||
| Bug fixes | ||
| Errors in Web Lead Management Wizard | |||
| Two errors have been fixed in the Web Lead
Management wizard. The first occurs if you choose a source e-mail that has no
body message, the wizard gives Error 9 Subscript out of range at step 5. Fixed |
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| Incorrect decoding of attachments that have no file extension | |||
| If TCM attempts to decode an email containing
an attachment that does not have a filename extension it will name the file
untitled.txt even if the attached file does actually have a name, even though
that name does not have an extension. Fixed |
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| Write a Letter / MailMerge Wizard problems with Word XP | |||
| Letters created using Word XP do not
mail-merge correctly. This is because Word XP includes additional field
information for each merge field that confuses TCM as to the actual name of the
field. This problem does not affect documents created in versions of Word prior
to Office XP, even if you are now using Office XP. It only affects new
documents created in Word XP. Fixed |
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| Printing in some screens prints the TCM navigation buttons instead of the document | |||
| When you click the TCM Print icon, TCM
sometimes prints the navigation buttons rather than the main document that you
intended. This only occurs in screens where three frames are used to display
HTML documents, such as Jobsheets in the Diary screen, or job information in
the To-Do screen. Fixed |
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| Notify-Me! menu does not disappear | |||
| If you right-click the Notify-Me! icon in the
System Tray you get a pop-up menu, however this menu does not disappear when
you click another application and can stay on screen until you restart Windows.
Fixed |
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| Error 400 - Form already displayed, can't show modally in Notify-Me! | |||
| If the Notify-Me! module displays a reminder
and you click the Open TCM option, you get Error 400 Form already displayed,
can't show modally. Fixed |
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| Using coloured text does not appear correctly in e-mails | |||
| If you change the colour of a word in an
e-mail you may find that all text from that point onwards remains that same
colour. This is because the default font colour (black) is not defined in the
colour table and so TCM reverts back to a non-existent font colour and the
result is that the font colour does not change. Fixed |
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| Two 'Message' buttons appear on Outgoing emails | |||
| If you reply to an email that contains HTML
embedded in the body of the original message, TCM will display the HTML section
as being the main reply text instead of the actual reply, and it will also show
two Message buttons above the event. Fixed |
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| Font formatting around mail-merged fields is lost | |||
| If you use a font for your mail-merge letters
that is different to the default document font (usually Times New Roman) then
TCM will revert back to the default font when it inserts field data into your
mail-merge documents. Fixed |
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| Notify-Me! pops-up behind the Windows Taskbar if it's Always Visible | |||
| If you set the Windows Taskbar to be always
visible then you may find that the Notify-Me! popup reminder box appears behind
the Taskbar. This does not happen on every machine or in every operating
system, it seems to be a problem with Windows itself, but the Notify-Me! module
now takes the height of the Taskbar into account when positioning the popup
window. This only applies if your Windows Taskbar is aligned along the bottom
edge of the screen. Fixed |
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| Linking a document with same name but different extensions fails | |||
| If you link a document called (for example)
LETTER.DOC to a folder and then later try to link a document called LETTER.XLS
to the same folder TCM will either hang or give an error report and fail to
link the file. This is because TCM tries to use the original document name (in
this case LETTER) as the event name but falls into trouble because the name
already exists. It is then supposed to generate a unique filename but it's at
that point where it fails. Fixed |
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| Linking causes Archive folders to appear in random places | |||
| When linking via the Linking Screen, TCM will
create an Archive folder in whichever folder Windows is currently pointing to
rather than the designated Archive folder. Generally this means that an Archive
may appear for no reason in the root of the drive holding the other TCM paths.
If this has occured on your system you can generally over-copy the misplaced
folders over the proper TCM Archive to keep it up to date. Fixed |
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| Phoning a Company displays all phone numbers twice | |||
| If you call a Company rather than a Contact
at a Company, TCM displays all phone numbers for the Company twice. Fixed |
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| Import Wizard - Error 424 Object required in final step | |||
| The Import Wizard will report error 424:
Object required for each record it tries to import if there are no existing
Index files in TCM. This error does not occur if you have added at least one
record to TCM since installing. This problem is now fixed, the Import Wizard
creates the necessary Index files if they do not already exist. Fixed |
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