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Applies To
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Article Information
Reference #: RN 2012v1r7
Author:
Tech Support
Created: 09.10.12
Last Revised: 09.20.12
Release Notes: Spectra 2012 Volume 1 SR 7
Summary
Release Date: September 27, 2012
New or Enhanced Features
This release includes the following new features and enhancements:
| Enhancement | Description |
| Phone Search | A new phone number search has been added to the Clients hub. Select "Phone Number" from the Search By drop-down list and then enter the last four digits of the phone number. The search will include the six phone call fields on the client record, but will not include the phone numbers of any family members.
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| Composites | When building or modifying a composite in digital workflow or during a sales presentation, the image quality has been improved to eliminate pixelation of the images. |
| Data Entry Validation | A number of new data entry validation options related to appointments and invoices have been added. The fields include: » Appointment Fields – Description, Type, Location, Custom Fields 1 & 2, and Custom Date Fields1 & 2 » Invoice Fields – Description, Classification, Custom Field 1, Custom Date 1, and Tax Description
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| SMS Text Messages | When a new SMS text message is created, the message will now automatically contain the first phone number on the client's record that has been checked as an SMS phone number. This number can be changed if necessary.
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| Reorder Reasons | The ability to set up reasons for vendor reorders has been added. The new maintenance screen is located in Maintenance > Production > Reorder Reasons.
You can select a reorder reason on a production order to indicate why an item is being reordered from a vendor. Each reorder reason can be chargeable (i.e., a print was damaged in the studio during production) or non-chargeable (i.e., the lab made a mistake or a product is defective).
|
| Notes | The option to View All Notes has been added to the Communication tab of the ribbon on sessions, invoices, calls, email, appointments, and tasks.
Click View All Notes (or press F2) to see the entire history of notes related to the client. The consolidated notes can be printed or exported.
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| OnLocation (SQL only) | Spectra SQL - An enhancement has been made that gives SQL users the option to check out an OnLocation to a SQL Server database instead of an Access database. |
Fixed Issues
The following issues have been fixed in this release:
| Issue ID | Keywords | Description |
| 386 | Messages | "Mark Unread" button on task and email records may not reflect current status when opening a record. Resolved. |
| 734 | Calendar | Calendar may not auto-refresh when a new special calendar event is created. Resolved. |
| 794 | Workflow | Archived image finder may fail when using certain selection criteria. Resolved. |
| 803 | Database Utility | Restoring an Access database without SPImages.mdb may produce "No file found" message. Resolved. |
| 804 | Sessions | When exporting a session list to Excel, the Session Type, Photographer Name, End Time, and Start Time fields may not populate correctly. Resolved. |
| 869 | Preferences | There is a blank area on the Printing Preferences form in Spectra Standard. Resolved. |
| 874 | Messages | SMS messages sent to multiple numbers may only create one communication record. Resolved. |
| 888 | Calendar | Opening a recurring appointment in month view does not prompt the user to open the series, possibly causing an issue when deleting the appointment. Resolved. |
| 925 | Production | Sending order to lab does not create a PDF file when no order number has been entered. Resolved. |
| 967 | Budget Maintenance | Inactive users may appear on the budgets. Resolved. |
| 976 | Sessions | The sort order of participants isn't correct on the session confirmation printout. Resolved. |
| 1016 | Tasks | A task does not refresh in certain cases when updated on another workstation. Resolved. |
| 1042 | Dashboard | When choosing a filter on Dashboard reports, the chosen filter may not be shown. Resolved. |
| 1060 | Hubs | In the Advanced Search Column Chooser, columns are unchecked by default and checking a column will result in duplicate columns. Resolved. |
| 1074 | Communication Wizard | When sending HTML email through the Communication Wizard, a signature is not appended when it is selected in the HTML email properties. Resolved. |
| 1136 | Sessions | The Import Images form opens twice after changing users. Resolved. |
| 1163 | Hubs | On the hub grids, the custom labels do not match the labels specified in Custom Labels maintenance. Resolved. |
| 1201 | SMS Texts | On SMS responses, automatically set the "Assigned to User" field to the original user who sent message. Resolved. |
| 1209 | Status Triggers | Invoice status triggers are missing the option to send to the bill-to client. Resolved. |
| 1217 | Clients Hub | The Clients hub is missing the option to search by client status or client status reason. Resolved. |
| 1236 | Calendar | [Enterprise only] The user may be prompted multiple times to select a studio when creating an appointment on the calendar. Resolved. |
| 1264 | Preferences | [Enterprise only] The Integration tab does not appear in Studio Preferences. Resolved. |
| 1285 | Bulk Scheduling Wizard | The Bulk Scheduling Wizard may generate an error when a filter is used that does not contain a "where" condition. Resolved. |
| 1288 | Production | Changing the status of a production order may blank out the "Assigned to User" field. Resolved. |
| 1290 | Production | Duplicate production orders may be created after changing users. Resolved. |
| 1291 | Workflow | Changing users may cause an unnecessary prompt when starting a sales presentation. Resolved. |
| 1295 | Calendar | When using the Work Week view on the Calendar, selecting a day on the right-side panel changes the Calendar to Day view (even though the Work Week button is still selected). Resolved. |
| 1302 | Calendar | The "Foreign Date" format is not being applied to the recurrence form. Resolved. |
| 1323 | Reports | The Profit Analysis report contains an error if using the European Invoice Level Method. Resolved. |
| 1337 | Session Labels | The "Yearbook Image" field does not merge on session labels. Resolved. |
| 1345 | Production | When sending orders to lab via FTP, upload selections may be ignored. Resolved. |
| 1350 | Payments | Payment Plans are being allowed for posted invoices. Resolved. |
| 1355 | Payments, InSpiredByYou |
Credit card payment records created from orders downloaded during an InSpiredByYou.com data sync do not contain a transaction reference number. Resolved. |
| 1357 | Invoices | Changing an estimate to an invoice does not update the invoice date with today's date. Resolved. |
| 1366 | Filter Builder | When bride or groom fields are selected in the Filter Builder, the fields referenced may not match the combo-box selection made on the session. Resolved. |
| 1372 | Group Capture | The Group Capture tool may not search sub-folders in the hot folder. Resolved. |
| 1384 | Clients | The Add Clients to a Group tool may cause an error when using a filter. Resolved. |
| 1385 | Image Import | If you check or uncheck Copy Images in Image Import window, the source path will be deleted. Resolved. |
| 1392 | List Maintenance | The Phone Calls tab is missing from the Custom Labels maintenance screen. Resolved. |
| 1395 | Preferences Wizard | Running the Preferences Wizard may overwrite session types, session styles, and sort orders. Resolved. |
| 1396 | Production Orders | [Enterprise only] Production order types may not be coming from the correct studio. Resolved. |
| 1403 | Loyalty Rewards | Loyalty rewards are not being applied correctly to new invoices. Resolved. |
| 1404 | Loyalty Rewards | Loyalty rewards can be added to estimates and they shouldn't be. Resolved. |
| 1413 | Tasks | The Delete button on the task ribbon should be relabeled to "Delete Task." Resolved. |
| 1416 | List Maintenance | The New button in Composite Template Quick Picks maintenance doesn't work. Resolved. |
| 1421 | Calendar | On the Calendar, the shading for the studio's closing time is off by one time interval. Resolved. |
| 1424 | Tasks, Users & Security |
The "Task Delete" settings in Users & Security are being ignored when a task is deleted directly from the Tasks hub. |
| 1431 | InSpiredByYou | Downloading guest accounts with the InSpiredbyYou.com Data Sync does not create new client records. Resolved. |
| 1440 | Tasks, Email | Emails are retaining the old task ID after being linked to a new task. Resolved. |
| 1441 | Production, Reports | Formatting is off on the Production Order Status Report. Resolved. |
| 1443 | OnLocation | [Enterprise only] OnLocation may not be available at the corporate office or at a regional studio. Resolved. |
| 1444 | Labels | The Grad Year fields on client and session records do not translate properly for Dymo and session labels. Resolved. |
| 1445 | Completed emails may show the Create Date as being the same as the Sent/Received Date. Resolved. | |
| 1484 | Upgrade | A database upgrade may fail when upgrading from StudioPlus 2011. Resolved. |
| 1494 | Dashboard | If you have more than one user, the first time you go to the Dashboard an incorrect name and date are displayed. Resolved. |
| 1496 | Budgets | In Budget Maintenance, the Group By combo box is missing "Assigned to User" and "Assigned to Department" phone calls data type. Resolved. |
| 1497 | Invoices | Invoice notes may default to print even when not selected to do so on the Reports page in Studio Preferences. Resolved. |
| 1500 | Sessions | Double-clicking to open the last image on the Images tab of a session may fail. Resolved. |
| 1503 | Users & Security | If you do not allow price list maintanence for a user group in Users & Security, users in that group can still get in. Resolved. |
| 1506 | List Maintenance | On the Vendor maintenance page, the first vendor in the list initially shows the default order type as blank. Resolved. |
| 1508 | Filter Builder | Task type filters do not allow sorting by task fields. Resolved. |
| 1509 | Payments | Past due payments may be processed in the wrong order. Resolved. |
| 1510 | List Maintenance | The Appointment Type maintenance form requires a "Text Color" selection that is not necessary. The text color option should be removed from this form. Resolved. |
| 1511 | Messages | Users can delete SMS messages from the Messages hub when they shouldn't be allowed to do so. Resolved. |
| 1512 | Form Letters | The option to auto-attach an invoice to a form letter is not working. Resolved. |
| 1513 | Triggers | Processing Triggers for invoices, sessions, or appointments using client-type HTML emails results in mistranslation of the email fields. Resolved. |
| 1514 | Production | Selected item enhancements are not being included on production orders. Resolved. |
| 1517 | Clients, Filters | Creating a new group of clients with filter may cause an error. Resolved. |
| 1520 | Yearbook, Reports | Running the Yearbook Approval report may incorrectly generate an "Image Not Selected" message. Resolved. |
| 1524 | Form Letters | There have been cases of form letter corruption. Resolved. |
| 1526 | Communication Wizard | Using the Communication Wizard to send HTML email to clients with marketing plans may cause an error. Resolved. |
| 1528 | Price Lists, Reports | Including an ampersand (&) in a price list item number will cause items to be excluded from product analysis reports. Resolved. |
| 1529 | Yearbook, Reports | [Enterprise only] Running the Yearbook Approval report shows no items if the "Company-Wide" option is selected. Resolved. |
| 1530 | Workflow | An error may be generated when rendering ordered images of composites. Resolved. |
| 1531 | Form Letters | Form letters print in portrait layout when specified to print landscape. Resolved. |
| 1532 | Clients | The Client Status Reason column shows incorrect values on the Clients hub. Resolved. |
| 1536 | Payments | Authorizing a $0 (zero dollar) payment with Merchant Warehouse results in a decline. Resolved. |
| 1539 | InSpiredByYou | InSpiredByYou - Cannot delete an item from an uploaded price list. Resolved. |
| 1540 | InSpiredByYou | InSpiredByYou - Cannot delete shipping methods in the InSpiredByYou.com data sync. Resolved. |
| 1544 | OnLocation | The checked out OnLocation database doesn't update tblID.fldCliNo with the correct number. Resolved. |
| 1551 | If no email signatures have been set up and the option to append one is selected on an email, the resulting email is blank. Resolved. | |
| 1554 | Clients | There have been cases where a client's data has not been saved. Resolved. |
| 1557 | InSpiredByYou | InSpiredByYou.com Preferences should display a warning and not allow a non-credit card payment method to be selected as the "Default Payment Method." Resolved. |
| 1558 | Payments | In Payment Methods maintenance, the requirement that the user must enter a first digit for credit card type payment methods should be removed. Resolved. |
| 1587 | Production | [Enterprise only] The vendor combo-box is empty when sending an order to the lab. Resolved. |
Additional Information
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