Release Xi is primarily a general maintenance and quality assurance \u2018roll-up\u2019 for Release X, addressing all known issues with Release X.<\/p>\n\n\n\n
Highlights of CAPITAL V8 Release Xi Preview include:<\/p>\n\n\n\n
CAPITAL Business Manager<\/strong> \u2022 Global Text Search has been enhanced with options to allow you to search forward or backwards through the on-screen list, and to start at the beginning or from the current record position. In previous editions, it was necessary to change the ordering of a list before it could be searched in the desired direction and the search always began at the beginning of the list.<\/p>\n\n\n\n \u2022 Security has been strengthened in several key areas: An inactivity timeout period may now be specified, and can be applied to all security modes including ‘low’ security. When a timeout period is set and there has been no mouse or keyboard activity detected for the specified duration, the system will automatically log the user out of the software. It will be necessary to log in again with a password. <\/p>\n\n\n\n \u2022 It is now possible to prevent users from changing their own passwords. <\/p>\n\n\n\n \u2022 It is now possible to force passwords to a minimum length if users are permitted to change their passwords.<\/p>\n\n\n\n \u2022 Surcharges may now be automatically calculated and applied to cash sales. <\/p>\n\n\n\n \u2022 Surcharges may now be automatically calculated and applied to C.O.D. transactions.<\/p>\n\n\n\n \u2022 C.O.D. accounts may now be set to pre-fill the payment\/deposit amount, similarly to accounts where pre-payment is required. In previous releases, the C.O.D. prompted amount was always zero.<\/p>\n\n\n\n \u2022 Preferred Settings may now be saved on the Grab Invoice or Quotation, Grab Return Authority, Grab Quotation and Grab Sales Order tools. <\/p>\n\n\n\n \u2022 Faxing as a ‘Send’ option may now be turned off throughout the application, reducing unnecessary screen clutter. <\/p>\n\n\n\n \u2022 Pop-up reminders may now be paused for a time period ranging from 5 minutes up until the software is closed and restarted.<\/p>\n\n\n\n \u2022 The Sales Report (Standard) now includes additional filtering options by state, territory, promotional code, origin code, carrier, and currency.<\/p>\n\n\n\n \u2022 Staff may now be marked as ‘inactive’ so that they are no longer included on pop-up or drop-down lists, such as when invoicing or assigning users to job cards.<\/p>\n\n\n\n \u2022 You may now select a default cash book to always open when starting the Cash Manager.<\/em><\/p>\n\n\n\n \u2022 Sub Contacts may now be assigned rich text notes in addition to system notes. <\/p>\n\n\n\n \u2022 Custom (user) fields may now be linked to a transaction’s line item database in order to store additional special purpose information. This feature is intended for developers, consultants and advanced users.<\/p>\n\n\n\n \u2022 You may now enter a reason for absence in the Staff Profiles Staff Absence area. <\/p>\n\n\n\n \u2022 You may now selectively delete stock items using the Global Stock Delete<\/em> tool by tagged item or bin or bin range. <\/p>\n\n\n\n CAPITAL Sales Force Manager<\/strong> \u2022 You may now easily delete one or more email addresses from your mailing lists by using the Mailing List Bulk Delete<\/em> tool.<\/p>\n\n\n\n \u2022 It is now possible to compare one or more Marketing Lists<\/em> and generate a tagged list of matching (duplicate) records. This can assist in removing repeats from your marketing contacts.<\/p>\n\n\n\n \u2022 A quicker and easier way to add one or more contacts to one or more Marketing Lists<\/em> is to use the new Copy To Marketing List<\/em> menu option.<\/p>\n\n\n\n Service Manager Scheduler<\/strong> Release Xi is primarily a general maintenance and quality assurance \u2018roll-up\u2019 for Release X, addressing all known issues with Release…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-438","post","type-post","status-publish","format-standard","hentry"],"_links":{"self":[{"href":"https:\/\/capitaloffice.com.au\/wordpress\/wp-json\/wp\/v2\/posts\/438","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/capitaloffice.com.au\/wordpress\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/capitaloffice.com.au\/wordpress\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/capitaloffice.com.au\/wordpress\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/capitaloffice.com.au\/wordpress\/wp-json\/wp\/v2\/comments?post=438"}],"version-history":[{"count":2,"href":"https:\/\/capitaloffice.com.au\/wordpress\/wp-json\/wp\/v2\/posts\/438\/revisions"}],"predecessor-version":[{"id":441,"href":"https:\/\/capitaloffice.com.au\/wordpress\/wp-json\/wp\/v2\/posts\/438\/revisions\/441"}],"wp:attachment":[{"href":"https:\/\/capitaloffice.com.au\/wordpress\/wp-json\/wp\/v2\/media?parent=438"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/capitaloffice.com.au\/wordpress\/wp-json\/wp\/v2\/categories?post=438"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/capitaloffice.com.au\/wordpress\/wp-json\/wp\/v2\/tags?post=438"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\u2022 47 new or updated Business Manager help topics and 23 new or updated Visual Builder help topics.<\/p>\n\n\n\n
\u2022 InTray now searches sub-contacts in addition to primary contacts when attempting to route incoming mail. This is especially useful if your contact tends to use more than one email address. For example, a
work and home email address. In such a situation you could make their work email address the primary email address and place this in the Email field of their contact record, and the home email address as a sub-contact against the primary contact.<\/p>\n\n\n\n
\u2022 The reason for a technician’s absence will now be displayed on the Service Manager Scheduler<\/em> when you hover your mouse over an absence period.<\/p>\n","protected":false},"excerpt":{"rendered":"