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Standard Reports: Activity History and Pending Activities

An option for Linked Activities Only has been added to the Activity History report. When this option is marked, a drop-down list is enabled that allows you to include only activities linked to a specific database, or to all databases. The same check box and drop-down were also added to the Pending Activities report, and this screen was redesigned as well. The tab order on both of these dialog boxes has changed.

Standard Reports: Selecting Type and Status in Activity History

The method used to select a Type and Status in the Activity History report has been changed. When the Selected Types radio button is selected, the Select button becomes available. When you click the Select button, a mover dialog box will appear, allowing you to choose individual activity types to include in the report. Similarly, marking the Selected Statuses radio button and clicking the Select button will allow you to pick individual activity statuses.

Standard Reports: List Box Report

A line has been added to the List Box Report for Use list from other field. If the field does not use a list box from another field, this will read ‘No’. If the field does use a list box from another field, the field name is given.

Custom Reports: Default to Current Contact

When you print a custom report, TeleMagic will now check to see if the report has been assigned a filter and index. If there is no filter or index selected for use with the report, the default will be to print the report for the current contact only.

Word Processor: New Merge Fields

Two new merge fields have been added to the merge field list: User Name and User ID. These directives pull from the cUserName and cUserID variables in Enterprise.

Synchronize Sales Forecasting

There is now an option in Site Preferences for Synchronize Sales Forecasting. Synchronization of sales forecasts follows the same rules as activities. In Enterprise, there is an option on initialization to include linked sales forecasts.

Synchronize Custom Reports

There is now an option to synchronize Custom Reports. When selected, the user can choose which custom reports to synchronize. This option is available from Database Preferences under Database Files to Transfer. This option is set at the Central and Satellite sites.

Synchronize Database Documents

There is now an option to synchronize database documents. The user can select the document(s) to be synchronized, and will be warned when attempting to synchronize documents with duplicate names. This option is available from Database Preferences under Database Files to Transfer. This option is set at the Central and Satellite sites.

Initialize All Records in Filter

As noted in the Utilities and Maintenance chapter, in Enterprise’s Record Initialization dialog box, there is now an option to initialize all of the records in a specified filter.

Viewing the Path of a Synchronized Database

As noted in the Contact Manager chapter, in the Select Database dialog box in previous versions, clicking the Change button for a synchronized database displayed a message stating the database could not be changed. You are now able to open the Change the Database Name dialog box for synchronized databases, allowing you to view the path to the database directory but not to alter the database name.

check System Requirements for more information

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