Recent Changes Jan. 2016

Bookings - Deal Memos

If you use or want to create a customized format for a deal memo using an RTF word file, you must now load them via the menu item "Edit Deal Memos..." under the Bookings menu.


Once selected the window shown above will open. From this window you can add, update or delete deal memo templates, as well as assign specific departments for deal memos.


Right click on any line to view, update or delete a template. Right click under the department column to modify the assinged departments.


When choosing to print a deal memo, all the templates matching the department will be shown in the list. Select one from the list to print.


Editing the list of headings for the detail section of a booking you can select which items would be used for the deal memo if your deal memo uses a summary table type instead of individual fields for each heading.


Calendar Preferences

Under the Edit Menu, Preferences, Calendar tab, there is now a setting to set the first day of the week for the Monthly Calendar to "Monday" or "Sunday". Prior to this the default was "Sunday" .


Call List Preferences

Under the Edit Menu, Preferences, Call List tab, there is now a setting to have alerts appear on your screen when someone Adds or Updates calls in any open/active Call List. Once you turned this setting on, you'll need to have a call list open, even if it's not in the foreground, in order to have the alerts appear.

We've migrated the Call List Preferences settings to the overall Preferences window now. It will no longer appear in the "Edit" menu of the Call List, with the exception of the "Set This Call List as Default" which is accessible under the "Call List Menu".


Project Importer

When importing projects you now have the option to only append the roles from the breakdown onto an existing breakdown instead of importing the entire new breakdown.


Projects - Emailing Reports

In Projects there is now an option to email a report of the project as an attachment. This will also attach any items flagged for emailing listed on the documents tab.