Enhancements & Revisions

Adagio SalesCQ 8.1A

March 14, 2008

Compatible with Windows® VistaT.
Compatible with Adagio Lanpak 9.0A. Upgrades to all Adagio modules require the Lanpak to be the currently shipping version at the time of the release of the new version.
Contents of disabled fields are shown in blue rather than dimmed gray. This may be easier to read on some monitors at higher resolutions.
Adagio download files, installs, workstation installs, all workstation install (\softrak\allwkst\allwkst.exe), programs and the Adagio Check System utility (chksys.exe) are now signed with a digital certificate using VeriSign to allow you to verify the Publisher is Softrak Systems Inc.
Vista does not support the old style Windows Help (.HLP files). All .HLP files were converted to compiled HTML help (.CHM files), which are supported by Vista.
For security reasons Windows does not permit .CHM help files to be run from a network drive. This is true in XP as well as Vista. The .CHM files must be run from a local drive. Adagio 8.1A installs all .CHM help files to your local hard drive and loads them from there. The workstation install also copies .CHM files to the local drive.
When switching window/task in Vista with Alt-Tab or the new Flip 3D (Windows-Tab) an image of the current Adagio screen is shown rather than just the icon of the Adagio program.
You can now backup Adagio data in zip form to WebSafe, a web-based storage facility. WebSafe is a service which allows you to store your important information in a secure location that you can access from anywhere in the world. See www.websafe.com for details.
The formatting of dates and text sent to Excel from Smart Finder results has been improved.
Printer Setup button added to the print preview window. Allows you to select a different printer after previewing a report.
The Smart Finder speed has been improved by a factor of 2 to 10 times when the database is on a network drive.
Adagio Contacts now includes a complete quote management system for customers or prospects. To reflect this major addition the name of the product has been changed to Adagio SalesCQ. The "CQ" in the product name stands for "Contacts" and "Quotes".
Create and manage quotes, sending them to Adagio OrderEntry when the quotation is accepted. Management reports remind you of quotes about to expire. Confidence levels and quote statuses assist in inventory planning. Analyze lost sales by reason. Keep quotation templates on file to speed data entry. Retrieve any order or invoice to generate a new quote for repeat business. Quotes can also be imported.
Enter quotes while orders are being finalized with your customer. Quotes do not commit inventory, and there is no risk of accidentally shipping an incorrect or partial order. Quotes contain complete, customer specific pricing, and include all tax calculations for pricing confirmation.
Track quote revisions, and record notes and comments on a quote while the sales cycle is progressing. Purge expired quotes. Automatically purge prospect information when no quotes exist for the prospect. Import quotations from other systems.
General reports added: Callback Codes, Customer Notes, Prospect Notes, and Scan List Notes.
Analysis reports added: Customer List and Statistics, Prospect List and Statistics, and Scan List. The Scan List report allows you to report on what is left to do.
Edit Customer now supports Adagio Invoices 8.0A on the Transactions tab. Unlike Edit Customer in other Adagio modules, in SalesCQ provides full drill-down to Adagio Invoices with screens, not just transaction grids.
You can now have multiple scan lists per company, per user. The option for local Scan lists has been removed. Local Scan lists could not be accessed by GridView or Crystal Reports for Adagio, and were not included in backups. See important information regarding local scan lists in the section 'Upgrading to this Version' below.
You can now email to prospects and customers from the Scan List.