Summit Central
Update Details

This page contains details of updates made to Summit Central since its release.

To decide if you want to update:

Determine your current version of Summit Central by selecting About Summit... from the Help Menu. The version number will be displayed at the top of the About Summit screen after the words Summit Central Version.
Check the improvements between your version and the current version on the list below.

From 4.07 - 4.10 (released June 2007)

New Features/Modifications

Modified check for unregistered software opening large data files so that user is given the chance to register software immediately.
Modified Install Custom Update process so that update files are no longer restricted to being named 'sclu.cdb'.
Export from Reporter now includes membership type and chapter name.
When user selects Check for Free Software Updates from the Web Resources menu the web page now displays their current software version and advises which update file to download.
Changed all standard membership reports by chapter, branch and regions to only show current members.
New processes so that all corporate associate members have the same chapters and membership expiration dates as their corporate primary member.
Added the ability to explicitly include or exclude records marked as 'Not Renewing' to the Reporter.
New Exception Report listing people who have a Membership Type but do not have an expiration date.
When checking e-mail, the Internet Assistant now marks each Summit-related e-mail as Read when it loads the details into the temporary tables.
New macros globally change all form and report currency controls to a generic format that uses the currency format defined in Regional and Language Options in the Windows Control Panel.
Modify software packaging initialization routine to blank out from e-mail address for blast e-mails.
New process to check all donations and match the donation amount paid to the total of receipt lines referencing that donation. Called from Run Macro on main menu.
New Exception Report listing people who have a Membership Number but do not have a Membership Type.
Modified create refund process to take into account overpaid donations.
New report: Course Attendance with Special Requirements. This report lists any special dietary requirements or special needs of any participant of a nominated course.
New Course Attendance participants list showing address and contact details.
Added the ability to the membership form to cancel a person's membership type if they do not have any membership history.
Converted Summit Central from Windows Help to HTML Help to enable cCompatibility with Windows Vista.
Change button wording on Main menu for courses and meetings to say attendance list rather than attendance update to better reflect other report options under this button.
New process to automatically allocate membership numbers for people that are either individual members or corporate primary members that do not have membership numbers. Number assignment is based on the Auto Assign method specified on the Membership tab of the Database Options form. Process is called from the Run Macro form.
New Event by Organisation reports - detailed and summary. Can be filtered for a date range.
Listing on Tax Invoices Reporter now displays adjustment notes as negative amounts and report now shows totals.
When a person joins they can now have profiles and groups automatically set or unset, based on the On Join setting defined against the membership type on the Membership Types form.
Joining date, last renewal date and membership expiration date added to the fields in a Reporter export.
On Membership tab on Reporter, date range selections are now available for the date fields: Potential Member From Date, Joining Date, Expiry Date and Last Renewal Date.
Added mailout code functionality to Reporter e-mail, blast e-mail and SMS. Also, a new mailout code can now be specified when recording the bulk contact.
Changes to Donations: Increased length and content of Campaign pull-down list when adding new donations. Added campaign description to current and past donations display. Modified donation campaign reports so that they only display people that have made/pledged a donation.
Added date of birth and gender to main People form.
Modified course attendance report to display larger amounts without wrapping.
New process to create unique web access user name/password combinations for all people on the database.
New Group Statistics and Profile Statistics reports.
Added donation details to outstanding payments detail reports.
Added new standard report that lists organisations in the database, listing each organisation only once.
New associated people extended report.
Added credits as a column that can be separately totalled to Event history report.
Added build number to access executable information collected when user presses Ctrl+W
Added ability to select by e-mail address present in Reporter.
Added Find By PIN feature to People form.
Added vertical scroll-bars to EFT Details for Remittance Advice field on Financials tab of Database Options.
Added more 24 hour clock options to the global time change functions.
New process to automatically allocate membership numbers for people that are either individual members or corporate primary members that do not have membership numbers. Process is called from the Run Macro form.
Modified import process to: Display home phone number when comparing addresses on import from event file. Improve resume interrupted import function Records that are not imported as they already exist can also have the same Groups/profiles assigned as the newly imported records.
Modified handling of tax on discounts and extra charges so that it only applies to transactions where the main transaction has a non-zero tax component. I.E. tax on discounts and extra charges does not apply to tax-free sales.
Modified "not renewing" process to give user the option of resetting a future membership expiry date to today's date so that the people do not appear on future "current members" listings
When producing a report of external events a person has attended user can now filter on a particular date range.
Modified import process so that there is an error log at the end of the process rather than messages during the import process that halted the process until acknowledged.
Modified import process so that if user is performing multiple imports they can use group names that have been created in earlier imports in subsequent imports.
Enhancement to donation payment allocation process.
Parameterized label captions on Setup and Main Menus (button and form captions already parameterized).
Increased parameterization of SMS provider details.

Fixes

Corrected an error on tax invoice/adjustment note display.
Corrected an error where the Preview button on the Letterhead Design screen did not function correctly.
Corrected an error where donation amount paid was not adjusted when a receipt was deleted.

From 4.06 - 4.07 (released December 2006)

New Features/Modifications

New membership statistics reports for specified date range. Membership Statistics by Membership Type and Membership Statistics by Chapter.
Modified letterhead design forms so that they no longer require the third party slider bars.
Added the ability to export contact details for all people attending the currently selected course.
Expanded number of fields exported when doing an export of course attendees.
Enhanced Family Salutation generation on personal information form.
Modified renewal date process to stop one day creep each year on renewals.
Modified membership history form so that when user has deleted the last membership history record they are prompted to see if they also want to delete current membership information. Previously, current membership information was automatically deleted when the last membership history record was deleted.
User can now have phone, fax and/or e-mail details displayed on a person's remittance advice so that they can verify their contact details when returning a remittance advice. Display/not display set up on Financials tab of Database Options form.

Fixes

Correction of display fault on the Profit and Loss (Budget Versus Actual) report which left a gap in the income section.
Corrected an error on Personal Information screen where family group could be updated.

From 4.05 - 4.06 (released October 2006)

Corrected an error where position, division and organization could be overwritten when importing from an event file where the person had specified a home address.
Parameterized attachment file name prefix when e-mailing standard correspondence.
Modified after upgrade process to reset labels to those the user has specified.
Modified e-mail validation routine so that P.A. e-mail address could be deleted.
Modified import from event file process to correct an error where the import would not complete.
Modified import from Summit Contact Manager and Summit Central to prevent syntax errors where group description, event short name and event long name contained double quotes. Import process now checks for double quotes and will not allow import process to continue until the double quotes are removed.
Corrected an error where only blast e-mails could be sent from the Reporter.
Corrected an error where event attendance history did not display correctly on Reporter Name Plus listings.
Corrected an error when converting earlier version data files and not picking up e-mail default settings from template

From 4.04 - 4.05 (released August 2006)

Added potential member from date as a selection criterion on the Membership tab on the Reporter
Parameterized position, division and organization on the Reporter
Modified Reporter export process to pick up most appropriate mobile phone number
Added the ability to send the same e-mail to hundreds of recipients simultaneously from the Reporter
Parameterized the text for e-mail subject, message body and attachment warning/notice for e-mailed correspondence. Database wide parameters can be overwritten by individual parameters.
Added interface to CyTrack computer telephony integration (CTI). Users with CyTrack can dial out by double-clicking on telephone numbers
Changed handling of corporate associated members so that they show the same expiration date as their corporate primary. This enables new, current, etc. selection on Reporter to show the corporate associated members as well as the corporate primary members

From 4.03 - 4.04 (released June 2006)

Remittance Advice on Statements and Tax Invoices is not displayed if amount owing is zero regardless of Database Options setting
Enhanced resetting of family group salutations.
Created the ability to modify filtered report headings to Donation reports and sales and products reports.
Modified Membership Types form so that the Membership Category in People table automatically upates if type of membership for an existing record is altered

From 4.02 - 4.03 (released April 2006)

When exporting from the Reporter, PIN, profiles and user defined fields are now also included. Additionally, the column headings in the output file for the profiles and user defined fields are changed to match the actual values of the prompts in the database.
Modified all e-mailing processes to make it impossible to send to an invalid e-mail address.
New process to check all e-mail addresses and report on any that are invalid. Process can be called at any time from the Run Macro form and can be called at the end of any import.
Improved checking of entered e-mail addresses.
Corrected an error e-mailing to course attendees.
Modifed export table process to prevent truncation of memo fields.
To simplify regionalization, parameterized the form captions and button captions for Setup menu and Main menu forms as these forms are not available in Design view.
Corrected an error where mailing addresses on initial import were not being set to home or other, even if selected.
New process to remove membership information. If user opens membership screen and then deletes all membership history records using the membership history details form all primary membership information is also removed.
User can now clear the Chapter field on the membership screen.
On correspondence that uses alternate billing address that also has a remittance advice, a reference to the person is now shown on the remittance advice.
New calendar form that eliminates the need to use mscal.ocx.
E-mail or SMS to course attendees now also sends to course facilitator plus staff.
Corrected an error where user was incorrectly prompted to remove barcode information.

From 4.01 - 4.02 (released March 2006)

Corrected an error on the Membership form where the Corporate Members button was not displayed after changing a person from an individual membership type to a corporate membership type.
Courses - NEW - Added discounts and extra charges to courses.
Products and Services - Modified the Product Group pull down list on the Products and Services form to refresh the list as the user moves from record to record.
Product Pull Down List - Modified product pull-down lists to display more information when selecting the product to sell or rent.
Corrected an error that occurred if sending a person with no name to an event file.
Financials - NEW - Added the ability to produce a refund for overpaid courses.
Event File Interface - NEW - Added the ability to send extended information when sending to an event file (accompanying person, special diet, badge name plus smoker flag)
E-Mailing - NEW - E-mails sent from Reporter or People form can now include merge fields to insert data from people's records into the e-mails.
SMS Messages - NEW - SMS messages sent from Reporter or People form can now include merge fields to insert data from people's records into the message.
Communication - NEW - Added the ability to classify people into a family group and can produce Word merge, e-mail and SMS to just the family group leader with a separate family salutation. Can also produce Word merge, e-mail and SMS to just family group leaders and singles (people that are not in any family group) with family salutation for family group leaders and normal salutation for singles.
Products and Services - NEW - Added discounts and extra charges to Sales and Rentals.
Short Courses - NEW - Added the ability to send an e-mail message or an SMS text message via e-mail from the Courses form to all people registered for the currently displayed course.

From 4.00 - 4.01 (released December 2005)

Bulk Updater - NEW - Added ability to convert a user defined field into multiple groups based on the data in the fields.
Contact History - NEW - Added Contact History Report to the Contact At A Glance tab.
Financial Reports - NEW - Added Overpayments by Person (Detail) and Overpayments by Organization (Detail) reports.
Membership - NEW - Added 'Not Renewing' to the Membership At A Glance tab.
Personal Details - NEW - Added the fields Position, Division and Organization to the Other Address tab.
Remittance Advise - NEW - Added EFT as an option as well as ability to Fill EFT display details (Payment Types & Database Options)
Reporter - NEW - Two new reports to the Listing choices: Referral Listing and Referral Listing plus Groups and Profiles.
Reporter - NEW - Added 'Not Renewing' as selection criteria on the Membership tab.
Reporter - NEW - Added 'Do Not Contact' as selection criteria on the Mail/Contact Details tab.
Reporter - NEW - Added to Column Content Choices: Referral Source and Potential Member Date
Reporter - NEW - Added Multi-Chapter select and Multi-Membership Type select to the membership tab.
Reporter - Corrected an error if more than 32,767 records were selected.
Contact Recording - Double-click on Contact Type now enables the adding of new contact type to the list.
Reporter - Corrected existing Name and Mailing Address reports to corrected reflect the Home and Other Addresses.
Reporter - Corrected export routine so that position, division and organisation do not appear if Home is the primary address.
Sales & Rentals - Modified sales and renatls reports to also display quantity.
General - MovedInstall Custom Update button to Main Menu under Utilities.
General - Added setting Access 2003 security setting to low as part of the optimal settings option.
General - Personal Information name prompts now link back to Database Options settings.
General - Reduced time taken to open and display any of the outstanding and overpaid reports in Financial Reports.

Summit Central Update Details

Summit Central
Update Details