1. The Prospect Maintenance (F3) screen has a new function L<oc> that triggers a request to Mapquest to show the prospect's location on a map. This only works for domestic prospects that have a ZIP Code. If address line one is non-blank, this will be used for mapping. If it is blank, a generic map for the ZIP Code will be shown.
2. The output file for the "File for DOS Transfer" option in the Prospect
List Generator (Back Office 32) has been changed in several ways. The
filename will now be based on the requesting username rather than always
called just "prospect" so multiple users can produce files at the same
time. Also, the file type is now CSV rather than TXT. The general format
of the file is the same, but a new field has been added. The order
of fields in the file is now:
3. The F9 C<opy> function was copying several fields that should not have been copied, including the last confirmation date and dealer number. This has been fixed.
4. The Stock List (one prospect version in F11) now allows a nag date to be set when the list is sent.
5. There is a new output choice under Prospect List by Machines (32/12) called Machine File. This is a CSV file with one record per selected machine. Fields are:
6. The various searches in the Prospect List Generator (Back Office 32) can now be stopped before they finish. If you hit any key during the search you will be asked if you want to stop. Answer N to continue, Y to stop the search.
7. In Prospect Tracking (F4) there are two new options 5(qm) and 8(mi). The format of the options display has been changed to eliminate the <> to make more room for options. The new options ask for a quote number (5 which then goes to quote maintenance F5) or machine number (8 which then goes to machine inquiry F8) and then take you directly to the proper screen with that item selected. This is analogous to the function of the Ltr option we introduced a few releases ago.
8. This is not a change to the system, but we thought it useful to repeat some information about boiler plates, signatures, and the like. Generally speaking, boiler plate #1 is intended for general information and boiler plate #2 is intended to be used as a signature. On text format quotes, the default value for boiler #1 is taken from the control file based on the machine type (IKS); the idea here is that inventory machines might be offered with terms diferent from those used with brokerage machines. Boiler #2 default is taken from the user maintenance screen and depends on the logon name.
If there is no boiler #2 selected for a text format email quote, the system appends a basic signature generated from the information we have on the user producing the quote. It is best to use the boiler #2 method of signing a text quote. If you try to use boiler #1 as the signature on a text format email quote and don't have a boiler #2, you will get two signatures (probably different) at the bottom of the quote.
For HTML format email quotes, the form of the signature is based on the codes set up in the HTML quote template file. The salesman's name, email address, etc can appear and are always based on the logon name that is generating the quote.
9. In the various prospect list generator choices (Back Office 32) choice 11 "Reselect this list" will no longer blank the choices used in the previous selection. If you want to start a new selection with all blank fields, use the up arrow to return to the prospect generator menu.