The Allbase Suite is constantly-improving software. Unlike other packages, the Allbase Suite is constantly updated at no cost to you. Being an Allbase customer entitles you to free upgrades installed at no cost.
| [-][+] Version: 2008.07.08 |
Client Login Portal - Improved general look of client portal for all installations
- Fixed bug that could prevent email triggers from executing
Faxing - Improved faxing interface from within the system
General - Speed improvements throughout the system
- Logging in should be noticeably faster now thanks to improved caching
- Numerous minor bug fixes
RMAs - Introduced new RMA (Return Merchandise Authorization) module for product-based businesses
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| [-][+] Version: 2008.06.03 |
Allbase To-Go - Fixed a bug that could prevent the web browser from automatically opening on machines with certain Antivirus
Bills - Added ability to create custom Bill ID formulas
Calendar - Added ability to create custom Appointment ID formulas
Clients - Fixed a bug which could prevent a user with sufficent permissions from deleting a client or prospect.
- Added ability to create custom Client ID formulas
Faxing - Added built-in tools for faxing documents from within the system through major fax services (such as eFax, MyFax, and GreenFax)
General - Cosmetic improvements throughout the system
- Fixed a bug in the billing snap-in which reported an incorrect number of batchable invoices
- Implemented javascript validation on all times in the system
- Fixed a minor verbiage bug in the clients module.
Invoices - Fixed a bug in the recurring billing module which occasionally printed the wrong month name on recurring invoices
- Fixed a bug which caused the PO Number to be lost when converting from a quote
- Added ability to create custom Invoice ID formulas
Products - Fixed a bug that could prevent certain information from showing up correctly in the browse view
Purchase Orders - Added ability to create custom Purchase Order ID formulas
Quotes - Added ability to create custom Quote ID formulas
Receipts - Added ability to create custom Receipt ID formulas
Sale Orders - Added ability to create custom Sale Order ID formulas
Statements - Added ability to create custom Statement ID formulas
Themes - Added pre-designed themes selectable through skin settings
Tickets - Added ability to create custom Ticket ID formulas
Vendors - Added ability to create custom Vendor ID formulas
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| [-][+] Version: 2008.05.06 |
Allbase Suite Synchronizer - Introduced automatic error reporting
- Fixed bug in auto-updater when used in very long directories
- Added balloon notifications for synchronization alerts
- Improved file synchronization performance through new caching system
Allbase Suite To-Go - Introduced automatic error reporting
- Fixed bug in auto-updater when used in very long directories
- Added balloon notifications for synchronization alerts
Clients - Improvements to sub-clients system
- Fixed bug regarding clients with custom tax rates
General - Even faster page loads throughout the system thanks to improved caching
- Improved PDF engine should lead to faster PDF conversion and mailing
- Changed reminder snap-in to sort by date
Installation Binding - Bound installations can now automatically synchronize certain tables
Invoices - Implemented ability to add custom ticket->invoice and receipt->invoice conversion logic
Reports - Added several new reports relating to clients and accounting
Setup Wizard - Introduced wizard for walking managers through customizing the system
Tickets - Tickets can now be automatically opened or updated by clients through email (such as support@yourdomain.com)
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| [-][+] Version: 2008.04.14 |
Client Portal - Added ability for clients to search their tickets, quotes, invoices, and appointments
Inventory - Fixed bug involving complex pricing schedules with multiple inventory warehouses
Statements - Added client statements module
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| [-][+] Version: 2008.03.06 |
General - Added the Projects Snap-In for tracking your open projects.
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| [-][+] Version: 2008.02.12 |
General - Improved interface and performance of dynamic pricing throughout system
Messenger - Added ability to search messages by sender, recipient, date range, and key phrase
Projects - Added "projects" summary under client history tab
Recurring Billing - Cleaned layout of recurring billing manager
Reports - Added several new reports
- Improved performance of all reports
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| [-][+] Version: 2008.01.29 |
Bundles - Cleaned up the Bundle Types module, implemented search functionality, improved client-side validation.
Calendar - Improved week-at-a-glance and month-at-a-glance views.
Client Portal - Added the ability to control which columns are displayed in all Client Portal modules.
Clients - Change the default sorting of the letter bar so that numbers come before letters.
- Changed the Clients Browsing behavior so that the system will select the letter of the first active client instead of the first letter of the alphabet.
Domains - Added a letter bar to the domains module.
- Added the "Autorenew" flag to domains.
General - Added the ability to search for deleted items in most modules.
- Increased performance throughout the system.
- Added safeguards to block access to deleted items in the system.
- Made all quicksearches in the system verify permissions for the search.
- Improved performance when downloading public, personal, and client files.
- Changed how the system takes snapshots of templates, scripts, and reports, to preserve whitespace formatting of code.
Installation Binding - Created system for binding together data from multiple installations for sister and child companies.
Invoices - Created a separate module for browsing and searching recurring billing items.
- Added status bar to "View Invoice" page.
- Added progress bar when converting recurring billing, tickets, and receipts into invoices.
- Fixed a minor display bug in recurring billing.
Messenger - Implemented new and improved messaging system, including instant messenger.
Quotes - Added status bar to "View Quote" page.
Snap-ins - Changed the "Expiring Domains" snap-in to take into account the autorenew flag on domains.
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| [-][+] Version: 2008.01.15 |
Assets - Created the Assets module for managing company assets.
General - Improved how the system correlates tickets and receipts
- Changed how product and service categories are stored and handled within the system.
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| [-][+] Version: 2008.01.01 |
Clients - Fixed a bug which caused an error when inputting an invalid date string in date fields in a client search.
Templates - Fixed a bug which prevented the user from deleting a template.
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| [-][+] Version: 2007.12.11 |
Client Portal - Added search capability to all modules.
- Added multi-page browsing support to all modules.
General - Added feature where if your session times out before submitting a form, the form is submitted upon logging in
Projects - Fixed minor bugs in selecting projects from various modules.
- Fixed bug which forced users to save a project before adding milestones.
Reports - New Report: Quote Conversion Ratios
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| [-][+] Version: 2007.11.26 |
Clients - Fixed a bug in the client files ACL logic.
- Fixed a bug which prevented the saving of keywords.
Employees - Added the permissions and ability to edit user shadows directly.
- Expanded the user shadowing system to allow for one user shadowing multiple users.
Invoices - Added the ability to specify per-item commissions.
Quotes - Added the ability to specify per-item commissions.
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| [-][+] Version: 2007.11.08 |
Reports - Replaced the "Manager Report" setting with a full Access Control List, and associated permissions.
Tickets - Added a tool which allows you to combine multiple tickets onto a single invoice.
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| [-][+] Version: 2007.10.15 |
Client Files - Added the ability to set up an Access Control list for all client files.
Clients - Fixed a validation bug which allowed you to enter a value of "0" for billing frequency.
- Added the "Converted from Prospect" and "Converted to Prospect" history types.
Employees - Fixed a javascript bug which occurred in Internet Explorer, preventing users from bringing up the color changer tool.
General - Re-did/cleaned up the notes snap-in. It is now general, not page-specific.
Products - Added the ability to specify a price schedule for products, based on quantity purchased.
Projects - Created Projects module, and all associated permissions and settings.
- Added the ability to select a project in appointments, invoices, quotes, receipts, and tickets.
Public Files - Added the ability to set up an Access Control list for all public files.
Time Sheets - Created Time Sheets module, and all associated permissions and settings.
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| [-][+] Version: 2007.10.03 |
Calendar - Fixed a bug which allowed you to create an appointment with no employee attached to it.
General - Improved client search-ahead look and performance.
- Created ability for employees to specify their own start pages.
- Updated the link on the logo to link to the user's chosen start page.
- Created the Engineer Dashboard.
- Overhauled the Sales Dashboard.
Tickets - Improved client inventory selection.
To-Go - Various minor bug fixes and performance improvements.
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| [-][+] Version: 2007.09.26 |
Bug Fixes - Fixed an error in invoices caused when the officeid is saved incorrectly or not at all.
- Fixed default client type display on the "Browse Clients" page.
- Fixed client phone number search.
Invoices - Added a history item and snapshot when converting from tickets.
- Added a history item and snapshot when converting from receipts.
- Added a history item and snapshot when converting from quotes.
Permissions - Overhauled permissions to use installation-specific verbiage and installed modules settings.
Quotes - Added a history item and snapshot when converting to invoices.
Receipts - Added a history item and snapshot when converting to invoices.
Tickets - Added a history item and snapshot when converting to invoices.
To-Go - Numerous usability and performance improvements and bug fixes.
- Implemented auto-updating upon load.
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| [-][+] Version: 2007.09.11 |
Bug Fixes General - Change the manner in which phone/fax numbers are stored and displayed in the system. The system will now try to save a 10-digit number, without delimeters.
Profiler - Created Allbase Profiler User Guide
- Expanded information in default profiler view in Client Inventory.
- Fixed minor bugs with the Profiler client.
- Added compatibility for Vista-based machines.
- Added the ability to create a custom template for the PC profile view.
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| [-][+] Version: 2007.09.04 |
General - Implemented new history method. History is now more complete and includes a snapshot of the page.
- Added save description fields for all modules, as well as config variables to make them mandatory or turn them on or off.
Receipts - Fixed a bug where loading a new receipt from the client history page did not load that client's tickets in the list of selectable tickets.
Synchronizer - Made a number of improvements and bug fixes to the Allbase Suite Synchronizer. The software now automatically upgrades itself when new versions are available.
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| [-][+] Version: 2007.08.28 |
Bugfixes - Fixed a bug where client sticky notes popped up twice.
- Various bug fixes throughout system.
Clients - Expanded sticky note support to all modules, and re-introduced popups on client selection.
User Guide - Improved Allbase Suite User Guide.
- Improved Allbase Suite Lua Guide.
- Added Allbase Suite Synchronizer User Guide.
- Added Allbase Suite To-Go User Guide.
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| [-][+] Version: 2007.08.21 |
General Invoices - Added "Cycle" property to recurring billing
- Added ability to manually edit commission amounts on Invoices and config value to enable or disable the feature
Quotes - Added ability to manually edit commission amounts on Quotes and config value to enable or disable the feature
Tickets - Added the "Batch Print" feature to tickets
Verbiage - Added "Commission" and "Commissions" to the list of editable verbiage
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| [-][+] Version: 2007.08.14 |
Client Inventory - Fixed bug where the first name in Client Inventory Manager wasn't showing up correctly
Employees - Added full Agent support the the employees module
- Added functionality to the "New Employee" page to check the user-specified minimum password strength
General - Added support for multiple timezones for different offices
- Added "AllbaseCode": ability to add tags throughout the system for linking directly between (e.g. "[clientid]1001[/clientid]" links directly to client #1001)
- Improved legacy support for older browsers (especially Internet Explorer 4-6)
- Added the ability to edit the system-wide module shortcut letters
- Fixed bug with configuring client columns
- Verbified configuration descriptions
- Added confirmation for changing what office you're working in
Reports - Added "Filespace Usage Report" for public files, client files, and personal files
- Added the "Comprehensive Client Commissions" Report with YTD and monthly totals
Software Development Kit (SDK) - Posted user guides for Lua scripting and SOAP data access under the Tools > SDK screen
- Added 11 new custom functions
Templates - Made templates for editing Client Portal Welcome Messages and Appointment Reminder Messages
Tickets - Fixed sorting bug on the "Browse Tickets" page
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| [-][+] Version: 2007.07.31 |
Appointments - Fixed bug that could cause the client contact to default to "Other" even if there was a main contact
Clients - Fixed bug that could happen when running multiple searches at once
- Fixed bug preventing searching for certain client domains
General - Implemented "SuperCache"; vastly improved performance systemwide
Synchronizer - Added support to the synchronizer to mirror Public Files, Personal Files, and Client files
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| [-][+] Version: 2007.06.26 |
All Modules - Added convenient search-ahead functionality to all quick searches
Bug Fixes - Made JS compatibility higher between browsers
- Fixed bug affecting certain quote searches
- Implemented better 404 (page not found) tracking
Client Portal System - Added PDF links to quotes and invoices
- Improved appearance of entire client portal system
- Made all pages non-printable
Clients - Added credit card manager
- Overhauled task manager and built client task reports
Employee Files - Created employee file system (seperate from public and client files)
General - Changed how alerts pop up; alerts now appear under the title instead of showing up as a yellow bar
- Improved multiple timezone handling
- Improved upgrade speed
- Made quotes and invoices completely templatizable
- Various bug fixes throughout the system
Permissions - Audited and tightened permissions throughout the system
- New and improved employee / group permission editor
Products - Added price formula editor
Receipts Reports - Added ability to create custom graphs directly from reports
- Added PDF link and printer link to all graphs
- Implemented additional reports throughout the system
- Improved numerous reports
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| [-][+] Version: 2007.06.05 |
Bug Fixes - Fixed a bug preventing contact selection when clicking on an appointment from the clients module
- Fixed a bug which resulted in losing custom fields when renaming a report
- Fixed a JS bug when selecting tickets for multiple clients
Calendar - Enabled selection of multiple clients on appointments
General - Added links to related items from all modules
- Improved ticket and inventory selection support for all browsers
Inventory - Added config option to either enforce 10- and 12-digit UPCs or any barcode
- Improved inventory performance and cleaned up interface
PDF Generation - Changed PDF generation to happen pre-emptively; every time an invoice, ticket, receipt, quote, etc. are updated, their PDF is automatically re-generated, leading to better performance when dealing with large batches
Profiler - Deployed new version of the Allbase Profiler with improved interface, better error handling, and bug fixes
Receipts - Revamped receipts module with cleaner time editor, more advanced search, and performance improvements
Reports - Implemented additional reports throughout the system
- Improved numerous reports
Synchronizer - Deployed new version of the Allbase Synchronizer, featuring new programs, an easier-to-use interface, and improved scheduler
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| [-][+] Version: 2007.05.22 |
Bug Fixes - Fixed a bug which allowed users to add duplicate custom field names
- Fixed a JS bug where adding and deleting a timespan on a ticket would not be recognized
Clients - Added a "Notes" field to the Client Inventory Manager
- Added header columns to the Client Inventory Manager
Domains - Added a "notes" field to domains
- Changed the Domains snap-in to point to an advanced search page instead of a report
- Cleaned up the domain editor and module
- Created a Domain Search page
- Fixed the Domains quicksearch ("ww")
Reports - Implemented over 30 new reports
- Fixed a bug which would prompt you for input when including a hidden custom variable in a report
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| [-][+] Version: 2007.05.15 |
Bug Fixes - Fixed bug where custom grid fields were not saving their settings properly
- Fixed z-index on quicksearch results boxes to display in front of the calendar
- Fixed bug that affected recurring appointments with multiple clients
- Fixed bug that would occassionally prevent client file uploads
- Fixed various margins to appear better in all browsers
Calendar - Added capability to have custom fields on appointments
Client Login Portal - Changed how variables are passed to the portal; made page more customizable and modular
- Improved update deployment system
Clients - Cleaned up client domain editor
- Cleaned up client inventory editor
- Cleaned up client task manager
- Improved search performance
General - Added optional public key encryption to reports, templates, scripts, and custom fields throughout the system
- Deployed new version of Allbase Synchronizer (with improved support for QuickBooks and Outlook)
- Added a "Clear Search Results" Link on all Search Summary boxes
- Added hidden fields as a type of data which can be used for custom fields
- Implemented "Batch Report" functionality to multiple modules
- Improved custom fields editor; added re-ordering and other changes
Reports - Added a number of new reports; streamlined existing reports
- Created and employed the new report viewer and editor
Scripts - Created and employed the script editor
Tickets - Changed the config type for Default Tickets Status from a simple textbox to a select box
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| [-][+] Version: 2007.05.01 |
Bug Fixes - Fixed "Next x items" link logic when browsing
- Fixed bug that would occasionally prevent file uploads in Public Files
- Fixed the calendar background in Firefox, so that it scrolls with the calendar, not the page
- Fixed various bugs throughout system
Bundles - Overhauled bundles module
Calendar - Added "Day at a Glance" map to calendar page to view employee locations
- Added capability to browse other days/weeks/months on the day/week/month at a glance pages
- Added support for tracking resources and contacts through the calendar
- Moved the size controls from below the calendar to a tools sidebox
Client Portal - Added capabilities to further customize client portal page
Clients - Added capability to manage dynamic client pricing levels
- Cleaned up all sub pages (billing, contact, files, etc.)
- Consolidated all separate history tabs under each client into a single history tab
- Improved client contact manager; added additional fields
Employees - Added tools to manage employee groups
- Cleaned up employees module
General - Added capability to add/view/search custom fields to any module
- Added capability to secure store/process sensitive data (credit cards, SSNs, etc)
- Added over 500 different settings throughout the system for better customization
- Added system for editing configuration values for every module
- Employed tabbed pages system-wide
- Improved CSS and Javascript support for all browsers (IE, Firefox, Safari, Opera, Camino, Konqueror)
- Made all relevant verbiage in the system modular, and added a page to edit verbiage
- Overhauled permissions system
- Changed the location of the navigation links to go to the next and previous page
- Created this version changelog
- Employed/cleaned up Search Summary on all search pages
- Greatly improved performance and caching throughout system
- Improved the way custom fields are handled
- Standardized sideboxes on all pages
- Changed all 16x16 icons to 19x19
- Employed password strength meter on all "change password" pages
- Fixed broken/old icon images and employed new/working icon images
- Fixed margins on all pages
- Employed the MiniCalendar system-wide
Help System - Added a "Help" tab to each page, for a brief help overview
- Improved Help module, including search capability
- Started populating help database
- Wrote a brand new User Manual (available from the Help menu)
Inventory - Added options to either scan inventory in / out or search for items to add / remove
- Better integration with invoices and ordering
- Implemented advanced inventory search
- Overhauled entire inventory system
Invoices - Added "In-House" toggle, and configuration value to disable it
- Optimized for printing
Knowledge Base - Cleaned up knowledge base module
Offices - Improved multi-office support
- Overhauled the Offices module
PDF Converter - Added "Convert to PDF" icon on all pages system-wide
- Employed new custom-written PDF converter which is faster, more efficient, and more stable
Products - Added "automatic pricing" capabilities based on vendor pricing and availability
- Added support for multiple categories per each product
- Introduced ability to search vendor parts straight from products
- Overhauled products module
- Products can now either use custom pricing levels or have fixed prices
Skin - Cleaned up and activated the skin manager
Snap-Ins - Made appointments, reminders, and tasks an icon like other snap-ins
System Log-In Page - Added capability to better edit system log-in page
Templates - Created a template editor
- Employed template support on key modules
Tips Version Numbering - Changed version number to date-based format to reflect more frequent update schedule
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