Winter News
It's Christmas and we wanted to remind you that Courier Systems doesn't give out Christmas Cards - sorry!
Instead we donate our Christmas Card budget to our favourite charity, which is First Base
We choose First Base because they do an amazing job, trying to help rough sleepers piece their lives back together, and also because we are always struck by First Base's business like approach. We really feel that every penny is wisely used.
Have a really Merry Christmas
and a prosperous, but more importantly,
a Happy New Year.
Nigel and Frances
Courier Systems
Autumn News
New wizard layout
Same as old wizards, but easier for me to implement.
System log introduced
Records system events while the program is running.
Pricing tariffs
Start moving pricing tariff management, to Windows - also supports multi-currency pricing tariffs.
Improved:Driver callsign/name selection screen
Just more readable
New feature: Auto-closing message boxes
Introduce: 'Auto closing' message boxes. Any message which has a 'Don't show again' option, will now automatically close, if you do nothing, after a short period.
Bug fix:Add one off email address to contacts
Now working correctly...
...add one off email address to contacts
Searching
Extensive option now persistent
New feature:Authorised users
The Authorised Users feature allows you to effectively password an account, or set a list of authorised users, who can book work. To enable the Authorised users feature, you must enter the names or passwords of account users.
From the booking window, right click the dropdown on the account name or account reference, and select 'Manage authroised users'.
...managing authorised users
Click New to add a new authorised user...
...adding a new authorised user
When you next enter a new booking for the customer, the authorised users list will appear. You must confirm and choose an authorised name.
...choosing an authorised user
You can also temporarily suspend Authorisation Required when managin the pick list.
Pick lists
A 'pick list' is a list of options you can choose from - they can make data entry quicker. Pick lists are supported on all, the 6 reference fields on the booking screen. Controller will automatically store all values in the relevant picklist when a new booking is saved
For example: if the same person books jobs, you could use the pick list on the 'Booked By' (Bk'd by) field, to display a list of names previously entered in the Bk'd by field
To access the pick list, click on the dropdown arrow (hilighted) on the input field, and select from the displayed list.
...displaying a picklist
The value chosen will inserted into the reference field you click on.
...inserted value
If you wish to use this feature you need to enable it. Select System>Configuration>System Settings>Booking Entry and scroll down 'till you see the settings below then double click to enable them
...enabling picklists
To Manage (Add, Delete, Edit pick lists), Right-Click the dropdown and select Manage
...the picklist manager will open allowing you to Add, Edit or Delete the picklist
Summer News
Begin testing Controller using Windows 10
New Feature:Account (CSV)
Account database records can now be exported to a CSV file. System>Configuration>Accounts>CSV Export. Note, this is a database dump, there is no formatting
Export (CSV)
Any report can now be exported to a CSV file. When the report is displayed, right-click on the header section (titles at the top) and choose Export (CSV) - you can then open the report in EXCEL
Support
Switched from LogmeIn to TeamViewer
Spring News
Supplier Addition/Deductions
Not showing in order entered - fixed
Purge (64 bit)
During purge, if no POD and job has been 'Verified' or 'Invoiced', then POD set to 'complete' by SYSTEM
Invoice Surcharge % added to list of customers
Search % column added for ease of surcharge maintenance.
Online Invoices and Credit Notes
Start Beta development of being able to upload your invoices and credit notes to your webserver. Your customers can now download copy invoices and credit notes
Web interace
Upload only those accounts which are web enabled or all accounts
Introducing our Web interface
Book work online
Upload customers and services
Upload jobs to be viewed online (job tracking)
Copy invoices available online
Regular address corrupted data
Now removed automatically during system data verification
Regular address edit
Now case sensitive
Import regular addresses
Problem: An account has ceased trading, changed its name, and is now booking work again. I know we should make the account 'Dormant' and then create a new account. However there are a lot of history in the form of regular addresses, which we still need access to, this information is not available if we create a new account.
Solution: Make the old account Dormant, then create the new account. Open a booking window and proceed as if you are taking a booking for the new account, choose the 'Regular Address' dropdown for the pickup address, and select 'Import'.
Enter the name of the now dormant account (or any account), and follow the prompts. This will import the regular addresses from an account'
You can also import regular addresses from other accounts too...
Making accounts Active or Dormant
Problem: I have many accounts which are no longer active. When I take a booking or use Customers & Invoicing>List customers, they appear in the listing or selection. Making them dormant one by one is time consuming.
Solution: In Customers & Invoicing>List customer use multi-select (SHIFT + click or CTRL + click) to select more than one customer, then right click and choose 'Make Dormant' This will apply the dormant setting to all the selected accounts. Also works to make dormant accounts active.
Driver Status Reply system
Do you email job details to your drivers? If so, Controller can automatically include links at the bottom of the email (see below)
The driver can select any of these links (4 shown but you can have up to 10). Using these links will send an email back to a dedicated email address which can automatically update Controller