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 4.06 - 4.07 (released 14 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 24 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 14 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 27 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 30 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 8 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 15 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