ProTracker Advantage Release Notes 2011-09-30

ProTracker Advantage Release Notes 2011-09-30

Accounts Fixed managed account count on the client scorecard screen
Groups Added multi-select to Manage Members dialog Double-clicking a Referred By field will take you to that contact profile
Interfaces             
Data exports to Excel go to Sheet1 instead of Sheet4
User Interface Fixed duplicate menu problem fixed File/Tools/Help menu disabling problem
Action Lists Fixed custom sort order option on action list reports such as client task list
RMD Add menu option on RMD screens will allow the addition of a withdrawal in the context of the selected account
Accounts Beneficiary Types in reports and screens sort by the option's sort order first, then alpha
Addresses Updated address report on client profile screen
Calendar Assigned To now included in calendar pop-up bubble
Calendar If the prior week has a large number of appointments on the Monthly calendar, they can overflow into the next week if that row contains today's date, now fixed.
Documents Allowed document categories to be added once and used for all item types
Activities Adding an activity for someone with the same name as another person will go to the correct person
Action Lists Fixed formatting of meeting agenda report. updated action list dialog filters
Calendar Fixed date sorting on Appointments tab
Email Updated support email template
Reviews Updated last review section to ensure the last date is used for each review type
RMD RMD Detail reports will show override value if one is present
Word Merge Added a "Merge to Email" button on merge to word dialog for simplicity
Documents Fixed blank document edit dialog problem when editing emails
Accounts Co-Client Trust accounts shown in correct column on Investment Statement report.
Groups Fixed save and go to profile option on copy a group function
Activities Added the ability to reassign activities by right-clicking on one or more items in most activity lists
Admin User may select default pick list values for activity categories
Contacts Added a combine two contacts function
Activities User may filter by Assigned To as well as Originated By on Recent Activity tab
Admin Deleted items list now shows who suppressed a group and when
Net Worth Users may now calculate historical net worth snapshots. This allows users who forget to import account values to fill in the missing pieces of their net worth graphs or new users to build a history for their client records.
Home Fixed Any date range on the Home screen.
Word Merge Word merges using clients and contacts now include their custom fields.
Calendar Fixed edit/delete inaction on Calendar tabs: Day, Week, and List
Activities Added reschedule options for 1 day/week/month earlier
Tasks Global task list will show closed items unless filtered out.
Life Planning Fixed retirement project when using a withdrawal amount
RMD Participant DOB for RMD accounts is no longer a required field for calculations that do not require it
User Inerface Global menu updates
Tax Add firm contact filter to global tax tabs
RMD Added additional columns to RMD Detail lists
Accounts Fixed beneficiary sort order
Action Lists Fixed Include on Financial Plan checkbox on task dialog
Email Updated support email template
Clients Fixed managed account summary on client scorecard
User Interface Updated Related To combo for people with the same name
Accounts Added Morningstar to Stock Ticker service list
Calendar Added location to public calendar
Calendar Fixed unresponsive context menus
User Interface Added full calendar date to title bar
User Interface Double-clicking a filter label will select or deselect all items
RMD Right-click now adds a withdrawal in context
Groups Updated group suppression functions
Calendar Current date is highlighted on monthly calendar
Clients When combining two clients, the comments from the first client are appended to the second.
Database Added a Data Cleaner to Ops DB Admin > Misc
Accounts Double-click an account URL to visit the website
Net Worth Added firm contact to Ops>Accounts>Networth screen and as a filter
Tasks Added Date as a sort order option for task lists
Activities Activity List screen now includes ability to close or delete multiple items at once.
Billing Fixed saving of next billing date on billing policy tab when using the calendar control
Clients A deceased client can still appear on the client profile screen, but their name and address info will not appear on the Client Profile: Summary report.
Clients Added a professionals section to the Client Profile Summary report
Reports Added footers to networth, cash flow, and invoice reports
Activities Fixed custom sort order option on action list reports such as client task list
Cash Flow Exporting cash flow template to Excel now fixed
Activities Multiple items can be rescheduled at the same time.
Word Merge Restored birthdaynumber and birthmonth fields to merge source. added anniversary field to contact, client merges
Calendar Appointments for non-related attendees will appear on the Activities tab and Appointments tab
Contacts Name fields update properly when contact name dialog is edited for businesses, no leading punctuation.
Documents Added a 30 second timeout to the list that loads document templates in case the user has accidentally selected an overly general template path such as "C:\"
Sync Wait dialog shows up when syncing individual items
Sync Minor wording changes to group sync operations in the assistant
Tasks Updated task - time expended report to use project time and show the days between assignment and completion.
Groups Selecting all or deselecting all on specific delivery method tabs (mail,phone,email,etc) applies only to that subset of members
Accounts Added As Of Date to Ops>Accounts>Account List tabs
Interfaces Closed accounts now ignored during PortfolioCenter import
Tasks Tasks can be reschedule on the home screen.
Contacts Last Name is filled when contact is added as a business

Download the update here: http://www.protracker.com/download/updates/UpdateProTrackerAdvantageWorkstation110930.exe

Have more questions? Submit a request

4 Comments

  • 0
    Avatar
    qnyewbhg82

    Journal of Health and Social Behavior, 44, 111–129. House of Commons Education and Skills Committee (2006) Special Educational Needs: Third Report of Session 2005-06. Journal of the American Academy of Child and Adolescent Psychiatry, 37, 848–857. Journal of Clinical Child Psychology, 23, 161–173. Information Centre, The (2006) Prescription Cost Analysis England 2006, Cipro capsule without prescription order online. The Information Centre, Prescribing Support Unit, NHS. Focus groups elicit a range of experiences, opinions and feelings about a topic (Krueger & Casey, 2000), Tenormin side effects fda. The interaction in focus groups can result in enhanced disclosure, as participants challenge each other’s perceptions and opinions. Focus groups with children are less commonly used in social science health research; however, market research with children, including market research around health and well being, more commonly uses a focus group approach (for example, Caruana & Vassallo, 2003). Focus groups with children provide access to children’s own language and concepts, and encourage elaboration of children’s own concerns and agendas. The collective nature of focus group discussion is often said to provide ‘more than the sum of its parts’ (Wilkinson, 1998). Interactive data result in enhanced disclosure, better understanding of participants’ own agendas, the production of more elaborated accounts and the opportunity to observe the co-construction of meaning in action. Buy Procrit online - Order Procrit no prescription - Cheap Procrit. 3 days ago Buy Procrit - Click here Alternative Names: Epoetin Alfa Eprex Epogen Binocrit Erypo Neorecormon need procrit in internet western buying procrit online tablet priority mail Nebraska get levofloxacin drugs fast delivery ». Travailler au-delà de l'âge de la retraite? - business-leader.ch, Levofloxacin pills alternative purchase Nebraska. En effet si aucune clause ne prévoit dans son contrat que les rapports de travail cessent automatiquement dès qu'il aura atteint l'âge de la retraite l'employeur  »

  • 0
    Avatar
    qnyewbhg82

    Menestynyt mies, muuta katoliseen maahan. Ehkä siten, joskus ymmärtäisit katolisen opin mukaisen etiiikan ja moraalin, koska olet tuota kristillistä teologista tietoa yhä vailla. Suomalaisista valtaosa noudattaa luterilaista etiikkaa, vaikka tuskin ymmärrät sitäkään oppia sen syvällisemmin, Osta Viagra netistä. Ja koska elämme tasa-arvon maailmassa niin tietenkin me menestyvät naiset olemme oikeutettu moniin miehiin! Cialis Online Order In Canada - Scout Hockey. 24 Nov 2010 Beneficios de tomar tallinna apteekki store in canada how many mg of cialis should take cabo price. Comprare generico forum bresil can you  ». Bobo-Reh Marta Kardynał rehabilitacja niemowląt. What happens when you take more than one viagra how much is cialis at . viagra me fucking sister on viagra levitra tallinnan apteekki viagra tablets in chennai  », Cialis tallinnan apteekistaSvenskspråkig (kanske)? Läser Du kanske bättre än Du skriver? Enligt regler i grammatiken så påbörjar man en mening med stor bokstav, en så kallad versal (begynnelsebokstav). Vi är några som behärskar svenska, men även dialekter, och vill behålla vårt kunnande, då dialekter håller på att dö ut (försvinna). Det är dialekten som är poängen i Finntollon o Svedupelle. Det är inte tvunget att läsa vad vi skriver, det är helt frivilligt. Du får gärna vara med, och skriva som Du vill, vi klara av att läsa det. Med önskan om en trevlig och ljus vår till Dig, Sildenafil myynti. Från byin He va praa att tu tog tag i te täär hienopieru ,som ska slaa se märkvärdi int har he noga hii o läsa ein slika tären som sääkart e fööd utanföör stadsgränsin o tammefaaan om int he har torikori i nävan när he gaar o söök efter xtrapriiser i boodon o pantar puteljer. om he kommer hii ti Parooni så ber ja men byrakko att kyft opa eina beine o slääpp en strååli opa he. Så he så Sveduserkku He reeta me at mäniskan trood se at kuna språk, men int ha he gaat opa Berkas klass int. Berka läärd noo ås ti skriv, åh praat mää. Men he måst ju haa meir bildning en bara vaarbildning, tå he skreiv tilome Tack me stoort T. Oh kommer he hii, så slepper ja te ryysk mafiahun löys, te rakkon e int ti leika mää. Han biiter först åh pissar sidan opa sååri, så at he int bliir infekteerat, han har ju vatuskrekk. Men tu sku vita hur vi draar fram jäär opa byyvejin, ja skruuar fast tom gambel Nurmiset i styvlana, sidan kopplar ja hun åh säär: grannins katton. Tå bär he åå, te aader grannin ringd ti Tollon å vild vita kvart ja had så brååt opa, han had bara höört vindsuusi, åh siit et stik. Veit int om ja sku ti yviset tetta, kva troor tu?

  • 0
    Avatar
    qnyewbhg82

    Tympanic temperature recorded with thermoscan (non-corrected), Duzela 40mg tablet generic buy online. Correlation for the ear and rectal temperatures was 0. Correlation for the ear and oral temperatures was 0. Single investigator recorded all measurements for one site blinded to results from other sites. Feverish illness in children 2 Citation/EL Methods Results EL:II Calibrated. Beckstrand 34 Study type: Prospective cohort study El: II 81 children under 2 years seen in the hospital. Dutasteride Canada Mastercard - Free Delivery - MarketVision. Avodart online usa free shipping buy Avodart Dutasteride canada without 0.5
    mg generic canadian online pharmacy Avodart 0.5 mg pills buy Avodart with . Buy Dutasteride Online Usa - Free Delivery - MarketVision. Buy Dutasteride Online Usa. Men's Health. Moneyback Policy Weight Loss
    Men's Health Canadian Pharmacy, Dutasteride online pharmacy buy online with MastercardFrequency of other illnesses included urinary tract infection, 5. Table :Multivariate predictors of bacteraemia/bacterial meningitis before lab test (n = 3066) Factor No, Duloxetine 40mg tablet online pharmacy price. UOR AOR (95% CI) P Age (day)* ≤ 30 31–60 775 1220 5. Table :Multivariate predictors of bacteraemia including lab test (n = 1746) Factor AOR (95% CI) P Feverish illness in children 26 Citation/EL Method Results rectal temp. The factors of guideline model: • Age (day)* ≤ 30 31–60 • Appearance Well inattentive No smile Decrease social interaction • Medically insured • Temp.

  • 0
    Avatar
    qnyewbhg82

    Скачать бесплатно "Ягоды" картинки на телефон. Cтр, Ягодки скачать на телефон бесплатно. 1. На этой странице вы можете бесплатно скачать картинки на тему: Ягоды на телефон. Каталог картинок регулярно пополняется интересными Какой режим игры выбрать решать только вам, а мы можем только создать для этого благоприятные условия. Если вы истинный ценитель острых ощущений и решили играть на реальные деньги, то для этого вам нужно будет пройти небольшую регистрацию, Золото партии на телефон скачать. Азартные игровые автоматы позволят вам забыть о повседневной суете и подарят вам хороший отдых! Однако их достаточно легко разделить на определенные типы. Любому игроку будет полезно узнать о них, чтобы лучше ориентироваться среди многочисленных азартных игр и быстрее выбирать нужные игровые слоты, бродя по сайтам онлайн казино. Всего несколько успешных партий могут значительно поднять настроение, наполнят игрока новыми силами, сделают день не таким серым, как обычно. С одной стороны, всё, что вы выиграете, будет принадлежать вам по-настоящему. При этом важно знать, что кредиты, на которые играется на слотах, имеют определенный курс по отношению к долларам. То есть, этот фактор стоит учитывать при обсчете своих призовых, которые в итоге окажутся на банковской карточке или в кошельке одной из многих платежных систем. Однако, не стоит забывать, что каждое вращение барабанов будет обходиться в "копеечку", причем самую настоящую, Фруктовый коктейль для iphone. Так что для того, чтобы полноценно развлечься, нужно будет сперва пополнить свой баланс.

Article is closed for comments.