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.
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