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TriSys V7.00 Software Release Notes

Build: 7.00.307

06 July 2006

  1. Fixed bug in CSuperAction.PlacementDocumentFolderClickEvent that always sent Placement Documents to Client contact even if Candidate documents were chosen.

Build: 7.00.306

05 July 2006

  1. Entity Search function extended to work with functions that accept no user defined parameters.

  2. Deleting a Query that has been customised by a user no longer results in a FK constraint violation.

  3. Fixed bug in CPlacement.UpdateCandidateDetailsFromLatestPlacement which tried to update a candidate when no candidate was saved against the placement.

  4. Added line manager functionality to the placement. Users can now assign one or more line managers against a placement and set one of the selected contacts as the primary line manager.

Build: 7.00.305

05 July 2006

  1. Grid columns out of sync error fixed.

Build: 7.00.304

04 July 2006

  1. Added Entity Search Functions - these allow the entity search functionality to be extended using SQL User Defined Functions.
    The results of the function are also now added to the results list.

  2. The temps booking sheet can now be printed.

  3. Shift patterns can now be added to a requirement allowing for much faster entry (For example add shifts for every weekday from 9am to 5.30pm).

  4. A candidates temp bookings/unavailable periods can now be viewed by day, week, month or quarter.

  5. When adding or editing an unavailable period the forms caption no longer says "Shift Details".

  6. When adding a shift to a requirement the job title field now reflects the job title from the requirement.

  7. When a requirement/placement/contact is opened from a shift the system now takes note of the multiple form instances setting.

  8. Purchase invoice lines can now be added correctly.

  9. Removing the contact from a purchase invoice no longer results in an error.

  10. Status bar message is now reset correctly after entity load.

  11. Job Title field now merges correctly into Email/Activities in the Placement Documents action.

  12. Changed the grid columns when selecting a placement for a Purchase Invoice.

  13. Changed the grid columns when selecting a placement for a Purchase Invoice to be a managable subset rather than everything in v_Placement_Allfields.

Build: 7.00.303

29 June 2006

  1. Temps booking can now be viewed by day.

  2. When the user attempts to book a candidate for a shift or as unavailable but the new booking conflicts with existing entries the system now gives the user the option to remove the candidate from the older bookings.

  3. The user can now drill into a requirement from the booking sheet by double clicking the list section of the booking sheet (Left hand columns containing requirement reference etc).

  4. The user can now drill into a requirement from the contact record by double clicking the list section of the temp tab (Left hand columns containing requirement reference etc).

  5. When a contact is deleted the contact is removed from all shifts and all unavailable periods.

  6. The rates graph on the placement form now has its max Y axis value set correctly.

  7. Deleting a user who has created Entity Searches with criteria no longer results in a FK constraint violation.

  8. Schedule control now fires double click events into the script/DLL when the list section is double clicked by the user.

  9. Added a new system setting to force an invoice contact/address to be set against a placement.
    System setting: "AllowPlacementSaveWithoutInvoiceContact", values "Yes" or "No".
    When set to "Yes" then a placement can be saved regardless of whether an alternate invoice contact and address have been provided. If set to "No" then it will prompt a user to add the contact and address before closing the record.

Build: 7.00.302

28 June 2006

  1. Temps booking sheet now has the option of showing which shifts a candidate can and cannot work.

  2. Temps booking sheet now has a key to clarify the meaning of the bars in the booking sheet.
    There are two keys, one for standard viewing and one for when the user has chosen to show shifts the selected candidate can work.
    System Setting: "TEMPS BOOKING: Key image"
    System Setting: "TEMPS BOOKING: Key image (Highlight Bookings)"

  3. Fixed Timesheet bug that didn't load the Timesheet Type combo from a Placement Timesheet Type combo.

  4. Changed period loading so calendar month Timesheets will show all dates between start and end of Placement.

  5. Previewing a Sales Invoice in the Issue Sales Invoice action will no longer mark invoices as issued.

  6. Selecting a Timesheet type other than 'Timesheet' will now allow you to select periods that have already been assigned to a Timesheet of type 'Timesheet'.

Build: 7.00.301

27 June 2006

  1. Temps booking now allows a candidate to be marked as unavailable for periods of time.
    The system will then validate any shifts against these to prevent booking of candidates when they are on holiday etc.

  2. Changed Placements so that an Invoicing Contact and Address can be assigned to a Placement that will then carry over to all Sales Invoices created for that Placement.

  3. Shift schedule on the requirement no longer reloads all shifts when one is added or changed (Prevents control from jumping to the top of the list).

  4. Added error handling to all code behind booking sheet to help with any problem diagnosis.

Build: 7.00.300

26 June 2006

  1. Entity search now uses the new Job Title control to speed up the load and prevent the list being limited to the top 100.

  2. Changed Issue Sales Invoice Output to generate a copy of the Sales Invoice into the folder specified in the following system setting:
    "Back Office Sales Invoice Output Folder"

  3. Fixed bug in Sales Invoice Generation that rounded up VAT Amounts to whole numbers.

  4. Temps booking sheet made more robust to random double clicks.

  5. Placements grid on Company form now loads the placement when double clicked.

  6. The placement extension action now sets the duration in weeks on the new placement correctly.

  7. Changed how adding of Rates works on a Contract Placement, you can now use the Add New button to add a new rate without closing the form.

Build: 7.00.299

16 June 2006

  1. Added a warning when clicking the "E-Mail/Direct Mail" Action that requests a user to select a candidate rather than doing nothing when the users selects the Actions

  2. Changed the Function IsPostCode to recognise postcodes of the format EC1N 2WE as valid.

  3. Fixed bug in Sales Invoice Generation that rounded up VAT Amounts to whole numbers.

  4. Changed Issue Sales Invoice Output to generate a copy of the Sales Invoice into G:\Back Office\Invoices.

  5. Header on requirement, contact and placement shift control no longer shows an incorrect date.

  6. Moving through weekly periods on a temps booking sheet now shows correct week.

  7. Confirming/Unconfirming candidates against a shift now closes the form to allow the user to quickly get back to the booking sheet (a save is carried out).

  8. Staff can now be added to a shift from within the shift form, not just from the Booking Sheet.

  9. Tooltips have been added to all schedules throughout the application to show extensive information on shifts.

  10. Requirement Id column removed from Booking Sheet.

  11. When viewing the Booking Sheet in weekly periods the days are expanded to fill all available space.

  12. Tooltips added to the next/previous buttons in the booking sheet indicating which period they will move to.

  13. Editing a shift in the Booking Sheet, Contact, Requirement or Placement form will now force a refresh of all other forms displaying shifts.

Build: 7.00.298

15 June 2006

  1. Temps booking functionality added.

  2. Temps booking sheet can now be viewed by week, month or quarter.

  3. Temporary requirements can now be added from the temps booking sheet.

  4. Temps booking schedules updated with XP look and feel.

  5. Temps booking sheet now has tool tips to show which candidates are working a particular shift.

  6. Super Action no longer errors if user has a full stop in their login name.

  7. Broadbean upload account details can now be set on a user by user basis in the User Settings form. If there are no settings specified for the current user the system settings will be used.

  8. Contact/Companies grid no longer cancel filling when the user switches to another form, allowing them to go off and work elsewhere while the grid fills.

  9. Two new system settings have been added in relation to Email synchronisation. These allow a find/replace to be carried out on the file paths of Emails and their attachments at the point of save.

    System Setting: "EMAIL: File path find" - Specified a string to search for in the file path.
    System Setting: "EMAIL: File path replace" - Specified a string to insert in place of the string found.

    When Emails and there attachments are saved by the Email processor the path will be updated based upon these settings.

    This is useful in the ASP environment as the processor saves the files using a UNC, and we can then map these to a users drive, for example:

    "EMAIL: File path find" = "\\TriSys-Nas-01\TriSysDemonstrationUsers$\"
    "EMAIL: File path replace" = "G:\"

    It may also be useful in customer environments when the user can not access the files via a UNC.

  10. Added error handling around the "Copy To Formatted CV" button. Code will check for existence of CV before attempting to copy and warn the user if the CV cannot be found.

Build: 7.00.297

08 June 2006

  1. Entity search now sorts fields alphabetically, making it easier to locate the field you wish to search against (Attributes/Skills is always at the top of the list).

  2. Entity search now picks up the field caption, rather than name and removes any ":" characters.

  3. Entity search no longer errors when trying to create a default search if one already exists.

  4. Under certain circumstances the grid could report an incorrect record count, this has now been fixed.

  5. Async queries turned on by default.

  6. Async queries now have an unlimited timeout.

Build: 7.00.296

08 June 2006

  1. Running queries in the grid based on stored procedures no longer results in an error.

  2. The grid can now be filtered on invisible columns.

  3. Grid query and fill performance improved (No longer gets nulls for hidden columns, excludes them altogether).

  4. Changed loading of sales invoice to hide linked timesheet grid for permanent invoices.

  5. Replaced the reference to JobTitleCombo.Text in requirement upload action with JobTitleCombo.JobTitle.

Build: 7.00.295

06 June 2006

  1. Running the CV send action from a candidate record no longer results in an error.

Build: 7.00.294

06 June 2006

  1. Error Handling included in Back Office Exports so that Clicking Start Export on an Empty Grid Does not result in an error.

  2. Changed Payments Received grid to load Synchronously.

  3. Added "Reporting To" field to the Placement action to carry across from Requirement to Placement.

  4. Changed chart loading on Placement form to Y-Axis Min = 0.

Build: 7.00.293

06 June 2006

  1. Placement action now carries "Reports To" field from requirement to placement.

Build: 7.00.292

05 June 2006

  1. Notes history grid now refreshes correctly when a new company is added.

  2. Previously grid loading was cancelled when a form was de-activated, this no longer occurs so async queries can be left to run.

  3. Fixed error in timesheet periods when user moved through the grid using the cursor keys.

  4. Async queries now retry connection if it fails the first time.

  5. Async queries exe renamed to TriSysAsyncQueries.Exe.

Build: 7.00.291

05 June 2006

  1. Added Industry field to v_Company_AllFields view.

  2. Corrected error in Outlook interface form.

  3. Adding rates to a placement without a candidate record no longer results in an error.

Build: 7.00.290

31 May 2006

  1. Grid now handles calls related to invalid columns without throwing errors.

  2. Start post code is now picked up from the logged in users company address. The ##StartPostCode## placeholder should be used in the Post Code Map URL system setting..

  3. Action mail merge fields of type CurrencyAmount and CurrencyAmountPeriod are now merged with display formatting rather than underlying record ID.

  4. OfferAmount now available on Shortlist Stage action when an offer is made to a candidate. This is available in the merged e-mail and note/history.

  5. Grid Alpha in form designer displays a shorter image to protect against automatic grid resizing during the editing process when re-opening forms with short grids.

  6. Replaced "Error." as caption on any pop-up errors with product name.

Build: 7.00.289

30 May 2006

  1. Async grid made more tolerant to calls during load (refreshing etc).

Build: 7.00.288

30 May 2006

  1. Altered grids to execute queries on a seperate thread, leaving the main application free to respond to the user.
    This is switchable using the following system setting: "GRID: Run queries on seperate thread".

Build: 7.00.287

26 May 2006

  1. Added smaller top limits to grids so user can limit records to first 10, 50 or 100 for slow queries.

  2. Replaced check box on requirement search results and shortlist with a button menu allowing either CV and Summary or both, or none to be displayed on each tab. Setting is persisted for each user against all requirements rather than on a per requirement basis.

Build: 7.00.286

26 May 2006

  1. Implemented entity types into startup cached forms.

Build: 7.00.285

25 May 2006

  1. Deleting a contact with references or that is a reference no longer results in a Foreign Key violation.

  2. When a placement is saved the associated candidates status is updated using system settings for each placement type.
    System setting name when placement is contract: "Candidate Status - Placed Contract"
    System setting name when placement is permanent: "Candidate Status - Placed Permanent"
    Note this is always set to match the latest placement by start date (if you open an old placement and save it the candidate status will be updated based upon their latest placement).

  3. When an All Fields view is updated every view in the database is refreshed to ensure the schema info is up to date.

  4. Added a new button to the Entity Views form to allow the user to manually refresh the schema information for every view in the database.

  5. New System Setting: "Cached Startup Forms" which should be set to cache specified forms at startup. This value is a comma delimited list of form names (followed by an optional . and entity type) e.g. frmPerson, frmRequirement.Permanent.

  6. Dashboard is loaded silently during startup.

  7. Form load has been optimised by writing out invalid property settings rather than handling errors.

  8. Job title reset to default for unspecified job title when scrolling through contacts using VCR.

Build: 7.00.284

24 May 2006

  1. Adding a new contact no longer results in job title error.

  2. Button on Job Title control now has correct icon.

  3. Contacts are no longer duplicated in the contacts grid when they have multiple placements.

Build: 7.00.283

23 May 2006

  1. Error in diary when viewing all outstanding activities and applying a filter is now fixed.

  2. Error in purchase invoice form when filtering the grid used to select a placement is now fixed.

  3. Job Title field now updated to allow easier selection and new entries.

Build: 7.00.282

22 May 2006

  1. Requirement Upload action bug that threw "Object Variable or With Block Variable not set" error fixed.

Build: 7.00.281

19 May 2006

  1. Requirement status is now updated by Id when a placement is made, so the customer can change skill names and status is still set correctly.

Build: 7.00.280

15 May 2006

  1. Altered the way the grids load to improve performance and prevent occasional errors (Switched back to client side cursors as server side one blocked connection).

  2. Date pickers no longer drop down with 01/01/1899 selected when the field is empty. The drop down calendar now defaults to today when the date field is empty.

  3. Removed 'Scroll selection grid after update' option as it is now redundant.

  4. Fixed error in sales invoice generation that could result in the wrong currency for an invoice line.

  5. Fixed error in candidate export that looked at the wrong field for the NI number.

Build: 7.00.279

08 May 2006

  1. Selection dialogue no longer errors when return is pressed multiple times during load.

  2. Deleting a contact who has work history no longer errors, the work history is now deleted with the contact.

  3. Candidate status is now updated from a placement using the Id rather than the text, so the status name can be changed and the product will still function as expected.

Build: 7.00.278

27 April 2006

  1. Altered the way the grid loads an entity when it is double clicked during population. Previously this could occasionally result in an error.

  2. Tool tips on entity search buttons corrected.

Build: 7.00.277

25 April 2006

  1. Requirement search now executes a lot faster for complex searches.

  2. Requirements can now be saved after the contracts have been issued, this allows completion of the contract returned fields.

Build: 7.00.276

21 April 2006

  1. Deleting a skill catagory now moves the skills to the general category and prefixes them with the skill category name.

  2. Updated validation when adding timesheets to check whether a candidate is set up as Ltd company before checking for Ltd company details.

  3. Updated validation when adding timesheet to deal with new client and candidate contract returned fields.

Build: 7.00.275

20 April 2006

  1. The placement action now sets the hours per week field correctly on contract placements.

  2. Previewing a CV from requirement search results occasionally resulted in an error. This has now been fixed.

Build: 7.00.274

13 April 2006

  1. System now prevents timesheets from being added unless the candidate has a payment type, payment frequency and limited company set.

  2. System now prevents placement contracts being issued unless the candidate has a payment type, payment frequency and limited company set.

Build: 7.00.273

12 April 2006

  1. Skills control now shows newly added skills correctly.

  2. Call contact action now applies correct date to follow up activity.

Build: 7.00.272

11 April 2006

  1. Universal data source file now created in correct location.

Build: 7.00.271

10 April 2006

  1. Mail merge for contacts now inserts all fields correctly.

  2. Fixed bug in payroll production that mixed candidate rates.

Build: 7.00.270

07 April 2006

  1. Attempting to load default search criteria on a new requirement now prompts the user to save the requirement.

  2. The Issue Sales Invoice action now shows the relevant totals when run from the consolidation grid with a single sales invoice selected.

  3. The skills/attributes selection dialogue now lists the category within the grid as well as grouping by them. This allows fast searching as the user can filter the grid simply by typing the category.

  4. When a new query is added clicking test before saving the query will no longer result in an error.

  5. Within the Entity Search drill down should now work for all entities.

Build: 7.00.269

06 April 2006

  1. A new system setting is available to allow/prevent the processing of Emails where all associated contacts are users.
    System setting name: "EMAIL: Add task if all matched contacts are users".

  2. A new system setting is available to allow/prevent users being linked as contacts to the Tasks generated from Emails.
    System setting name: "EMAIL: Associate users as contacts on task".

  3. It is now possible to select several contact or company records in the respective list, hit return and then scroll through them using the VCR style control.

  4. Previously when a reference field was loaded on an action form, if the underlying field value was null then the field could display an incorrect value. This has now been fixed.

  5. When a new requirement is created the earliest start date now defaults to 4 weeks from today.

  6. When a placement is made the requirement's probability of filling is updated to 100%.

  7. The Start date is now populated when running the placement action from a permanent requirement.

  8. Cumulative Totals removed from Dashboard financial calculations.

  9. Dashboard financial calculations of contract margin is accurate to the day and uses the placement standard margin for an average 7.5 hour day.

Build: 7.00.268

05 April 2006

  1. A new system setting is available to force a default in the "Probability of Filling" field on a Requirement.
    System setting name: "REQUIREMENT: Default Probability Of Filling".

  2. Date fields are now updated correctly when the value is set to null/blank.

  3. Deleting a form version no longer removes the link fields from other entities unless the form is version 1.

  4. Deleting a form version no longer errors due to a foreign key constraint violation.

  5. Dashboard financial calculations now aware of currency amount changes to invoices.

Build: 7.00.267

03 April 2006

  1. Requirement profit field is now populated on permanent requirements.

Build: 7.00.266

03 April 2006

  1. Assign root folders tool now picks up all fields defined as file references.

  2. Requirement search results are now reset when a new requirement is loaded. Previously the old search results were displayed against the new requirement.

Build: 7.00.265

31 March 2006

  1. Sales invoices now produced from consolidation using the new Invoice action. This action derives from the 'super action' and has capability to edit the invoice template on the fly and choose company specific invoices.

Build: 7.00.250

01 March 2006

  1. New version incorporating new TriSys branding/logos/colours etc..
  2. Forms designer now completely integrated into TriSys framework resulting in single executable image.
  3. The TriSys7.exe can be hooked together with a business logic dynamic link library (DLL) to encapsulate business logic and industry specific workflow. All script code is now contained within this DLL providing a fully debuggable, intelli-sensed visual basic 6 compiled environment.
  4. Fully integrated back office to manage the entire timesheet and invoice processing right through to accounts integration.
  5. New GUI to bring TriSys up to date with latest innovations in Windows and Office.
  6. New grids with drag/drop column moving, grouping, sorting, filtering, field choosing and printing.
  7. New CV Search replacing ISYS with database search resulting in hundred-fold increase in speed.
  8. Entity search allows searching over any entity (contact, company, task, requirement, placement, timesheet, invoices..) using any field or combinations of fields using graphical AND/OR/NOT tree.
  9. All actions have been completely re-worked.
  10. Alarms integrated into main list bar and less intrusive than previous versions.
  11. Reliance upon Crystal reports has been reduced and provided for backward compatibility only.
  12. Engine tested and fully operational with SQL Server 2005.
  13. Menu and toolbar system overhauled and menu designer now provided in setup kit.
  14. Forms designer enhancements include new align, position and resize toolbar options.
  15. F1 on-line help now fully integrated with TriSys web site.
  16. Automatic PWSL licensing where licensee matches TriSys CRM customer name.
  17. New TriSys Web utilising ASP.Net 2.0 integrated with TriSys 7 client.

 

Version 8.0 Releases

Version 8.00


Version 7.0 Releases

Version 7.06
Version 7.05
Version 7.04
Version 7.03
Version 7.02
Version 7.01
Version 7.00


 
 
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