TriSys V7.03 Software Release Notes

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TriSys V7.03 Software Release Notes

Build: 7.03.073

15 January 2008

CV Auto Recognition now parses Job Site CV documents using the header information in the CV. The 'Source' field is automatically set to 'Job Site' for these CV's and the address is taken from the fields, not a post code lookup.

Build: 7.03.072

14 January 2008

Added functionality to the Requirement shortlist to record who added the candidate.
New Pay Types (CIS, Umbrella) added to consolidation payment view.
Placement PO Number and Invoice Notes 1 - 4 from placement added to the Sales Invoice output.
The system has been changed so that only placements from one company can be assigned to a Purchase Order.
Fixed bug in Placements that removed Invoice contact details when moving between Tabs.
Error handling added to p_RefreshViews.
Fixed bug in contacts when synching home address.
Fixed issue in Placement Rate that was not positioning Graphs correctly.
Added Tax fields back into the contact Back Office tab when a candidate is marked as PAYE.

Build: 7.03.066

29 November 2007

A new system setting has been added to allow the credit check facility to be enabled/disabled.
1. "Credit Check Enabled" Set to 1 to enable, 0 to disable.
A new system setting has been added to allow the location used for template editing to be specified.
1. "TEMPLATE: Template Editing Directory" For example "G:\ActionsV7\Mail-Merge\Temp"
Outlook 2007 Security prompts removed (requires upgrade of security manager component).
All combo boxes on designed forms now enlarge the dropped window to ensure that all text is visible.
The grid now handles stored procedures correctly and no longer tries to execute them when a query is cancelled.
The attributes selection dialog no longer switches to virtual mode meaning that the contents always pick up a text filter.
The edit look ups selection dialog no longer switches to virtual mode meaning that the contents always pick up a text filter.
The command timeout setting is now applied to stored procedure calls ensuring that long running imports do not timeout.
The maximum forms limit code has been overhauled to work correctly and take into account multiple form instances.
When a user attempts to delete an entity the system now takes into account the associated object tag.
Exchange synchronisation performance overhauled. Contact matching is now up to 90% faster.

Build: 7.03.063

19 November 2007

Fixed bug in Interview action that creates 2 note histories
Contact link fields fixed to work in Read only mode.
Validation added to the Batch Timesheet entry so that all business rules are applied before a timesheet can be added.

Build: 7.03.060

29 October 2007

DbMigration migrates essential upgrades for recruitment functionality, particularly back office.
Workspace tabs (displayed at the bottom to organise forms) now inherits Office 2003 or Office 2007 theme.
New release of Outlook COM Add-In which fully supports Outlook 2007 and adds a transparent TriSys icon to the Outlook toolbar.

Build: 7.03.047

10 October 2007

New System Setting added to allow for the hiding of tabs based upon the entity type. This is currently only implemented in Contacts but may be extended in future. A system setting should be added for each entity and type which requires tabs to be hidden. For example the following system setting will result in the References, Temp and Invoices tabs being hidden when a candidate contact is viewed:
1. "TABS: Tabs hidden on Contact-Candidate" For example "References,Temp,Invoices"
Multiple users running the placement, placement extension or campaign placement action simultaneously no longer results in record conflicts.
Grid Filter bug fixed so Placements can now be filtered by Id.
Job title dialog improvements made.
Printing the Requirements form no longer results in an error.
Word no longer pops up and disappears during merges.
Browsing for a document via a file reference field now starts in the directory specified in the following system setting:
1. "FILE FIELD: Default Browse Location" Default value = "G:\"
Grid fill performance and memory footprint improved significantly.
Virtual mode added to grid – new system setting specifying the threshold (number of records where grid will switch to virtual mode):
1. "GRID: Virtual Mode Threshold" Default value = "1000"
If this setting is not present then the Virtual Mode is never applied (IE the grid continues to work as it did in the past).
A new system setting has been added that specifies whether the booking sheet should be filtered to the current user by default:
1. "TEMPS BOOKING: Auto Select User In Filter" Default value = "False"
The Entity Search now allows you to search for records with any skills in a given category (or any records that have no skills in a given category).
A new system setting has been added that allows you to specify that a default cover sheet be selected when the CV Send action is run. It needs to specify the name of the document to be used including the file extension:
1. "CV SEND: Default Cover Sheet Name" For example "Default CV Cover Sheet.htm"
A new system setting has been added that allows you to specify whether only system admins are allowed to clear all skills from the skills tree:
1. "SKILLS TREE: Only Allow Admins To Clear" Default value = "False"
Requirements, Placements and other entities can now be loaded in bulk and stepped through.
Previously creating a scheduled activity which is synchronised into your Exchange Mailbox, then cleared and re-opened in TriSys diary and saved resulted in no further synchronisation being carried out. This bug has now been fixed.
Previously setting a currency amount or currency amount period on a contact record then cloning the contact resulted in the value in these fields being linked across the 2 contacts so that changing one also changed the other. This bug has now been fixed.
The company form no longer capitalises any fields other than the company name on new records.
A new system setting has been added that allows the system to be configured to force a source to be specified for a candidate (note this also applies to CV Auto Recognition):
1. "CONTACT: Source Required" Default value = "False"
The CV Builder can now be used to create CV’s from the main application. This requires a new button to be added to the contact record with the function “GenerateCV”. In addition TriSys Web must be upgraded and the following system setting needs to be set to the URL of the CV Creation page/service in TriSys Web:
1. "WEB: CV Generator URL" For example "http://www.TriSys.biz/TriSysWebCandidate/CreateCV.aspx"

Build: 7.03.026

11 July 2007

Email processing changed to ignore all internal emails and to no longer associate users as contacts on the resultant tasks, instead they are added as users. This change renders the following system settings redundant:
1. "EMAIL: Add task if all matched contacts are users"
2. "EMAIL: Associate users as contacts on task"
Fixed issue with grid where it failed to show values in a search column on the first run.
When adding a referee the contact type can now be amended.
Deleting the only contact against a company no longer results in the address being removed from the company contact grid.
Job title field re-engineered to allow easier data entry.
ToDo action no longer displays error: “UserIdCollection is NULL”.
Candidate Activity Summary now displays correct totals information.
New company record no longer displays requirements from previous company.
Company status is now updated as requirements & placements are added.
Placement rate form no longer has overlapping chart fields.
Company form now displays company names that contain ampersands correctly.
Trying to load a form from code within a modal form now works.
Temp Requirement’s status is only updated to filled once all shifts are filled and confirmed.
Changing the salary currency on a requirement now also changes the benefits currency.
Actions no longer add an attachment to the resulting note history if the delivery format chosen is “None”.
The Candidate Source field in CV auto recognition is now reset to TBC as each CV is recognised.
Meeting action now adds all contacts to the resulting tasks correctly.
Meeting action now inserts all contact names into the resulting tasks correctly.
Shortlist and Deleted columns no longer appear as search fields in the contact search within a requirement.
CV Send action can now be run from the Requirement Entity Search against multiple requirements.
When the CV Send action is run from within a requirement it now only allows you to add clients from the same company.
Adding a new field to a form and then closing the forms designer no longer causes the product to crash.
Entity Search memory leaks removed.
Fixed bug in Placements that showed the Timesheets Tab in a Permanent Placement.
Fixed bug in Timesheet Period Administration that stopped the deleting of rates against a Timesheet expense.
Changed logic behind Tab renaming on a Timesheet, 1st Tab will always show as Timesheet.
Changed Timesheet loading to work from Collections rather than Database fetches, add new Global Parameters to Placement to stop a Timesheet going to the Database to fetch values.
Added two new fields to a Placement that hold a String list of the rates on the Placement, these are available to all Templates.
Fixed bug in Interview action that showed the Client Contact in the candidates grid.
Added a Timesheet Frequency to the Company, this will set the default for all Placements to be carried across to the Timesheet.
Added line totals to the Sales Invoice Template
Changed the Sales Invoice Export so that a valid line description is added whether the Invoice is for Contract or Perm.

Build: 7.03.022

27 June 2007

Campaign Stage Search and Add stage to campaign form, returns only distinct rows rather than duplicates.
Can add multiple stages to a campaign by multi-selecting stages.
When running the Campaign Stage action against one or more applicants, selecting a non-fail stage will automatically add a record of all intermediate stages with the current date. This save consultants from having to open the action for each individual stage and therefore progress more applicants more quickly.
When using the Move Up/Down stage buttons on the Campaign form, the selected stage is retained allowing for more rapid ordering of stages.
Deleting an advert logged against a campaign does not result in a referential integrity foreign key error.
New meta tag available to set the default user of the follow-ups in an action. This may be set to a list of comma separated login names:
1. Meta Tag is: "Follow-Up User Login Names"
2. For example: <meta name="Follow-Up User Login Names" content="afish,asleep,inwater">
Exposed new method on action form to permit business layer to modify default user list:
1. Call FormObjectsLocal.ShowForm.FormRef.AddUserIdToGrid(lUserId)
2. See the private general purpose function: SetUsersInGridFromCommaSeparatedList for further details.
When no document is generated, the Campaign Stage action correctly generates note/history and follow-ups if requested.
Job title field button size reduced to fit smaller text box size.
The following new settings have been added in the query designer:
1. Show footer – specifies whether the query will show a footer as shown below.
2. Populate footer using last row – this allows you to create your own summary data that will be displayed in the footer. In order to do this you simply place the summary data in the last row of the recordset the query is based upon (IE the data returned from a Stored Procedure or a View – probably using a union operator or similar).
3. Allow Footer Toggle – specifies whether the gird will display buttons allowing the user to show or hide the footer.
4. Use Last Column As Preview Text – when this is set the last column of the record set will be used as the preview text shown below each record (as in the note history grids where the display description is shown below each row).
Reports now have totals and averages where appropriate.
Form designer tree now shows all versions of forms where version 1 contains queries with their own forms.
When GDI limit reached and user is prompted, no cancel button is available therefore the user is forced to choose an existing form before opening another.
Query designer now has button to add or remove a form associated with a query. This assists the report/query designer in allowing rapid implementation of queries with the ability to add sophisticated report parameter capture at a later date.
Can now add queries to query forms in the designer.
Query forms now expose necessary interface to designed queries.

Build: 7.03.018

21 June 2007

Can use "vbCrLf" in form designed field labels as well as buttons to wrap text where necessary.
Office 2007 theme extended to include the form caption and border.
Restored Office 2003 as default theme.
Grid filter, column manager and edit column caption dialogues have toolbars which now inherit the windows themes.
The grid edit column caption dialogue defaults to centre of the screen when opened.
Restored capability for modal virtual forms to load non-modal virtual forms.
Form designing shows windows themed menu colours.

Build: 7.03.017

20 June 2007

Added support for Office 2007 theme and rationalised all themes into themes and styles. There are now only two themes for the menus, toolbars, status bar and forms:
1. Office 2003
2. Office 2007
There are now only 2 styles for the navigation bar:
1. Outlook
2. TriSys 6.0
The latter option reverts to the V6 list bar with colours.
New field type: SkillCombo with additional user control ctlSkillCombo added to all forms. This new field type can be used to point at an existing skill category and presents a combo selection box to allow the user to select one item from this list. The saved data is stored in the {Entity}Skill table as normal.
DbMigration must be run to add this new field type to the database and to add the new field: FieldDescription.SkillComboCategory varchar(50).
Form design tree list is only refreshed if the designed form is saved, and if the designer answers yes to the resulting prompt, thus speeding up read-only and field edit only usage.
Field Selection dialogue now shows fields based upon FieldDescription.TableFieldName which is often more descriptive than the .FieldName property.

Build: 7.03.016

18 June 2007

Multiple form instances enhanced to support deterministic assignment when opening new forms. A pop-up dialogue now requests the user to select an existing open form instance or to create a new one (subject to the maximum form instances not being exceeded).
New (administrator update only) option in Tools-->Options... in the Interface group: Maximum Instances (2-16). This allows an administrator to set the maximum number of multiple form instances for any particular entity (e.g. contact, company, requirement, placement etc..). This can be set to any number between 2 and 16 (inclusive). This value is now held in the UsrCfgUsers table. Hence the old .ini file setting "Maximum Number of Multiple Instance Forms" is now obsolete.
Using the History menu or selecting to drill into any record which is already open when multiple form instances is on, will focus upon the correct form record.
Where the Cancel button is not available in the pop-up selection dialogue, users are not permitted to close the pop-up without selecting an item from the list.
Fixed problem where system administrators were able to change and save Tools-->Options... settings but not retain after login. All of these settings are now Super User only, rather than system administrators.
Updated Tools-->Options... with above rule for Super User only options.
Application properties no longer has a setting for Navigation Bar Picture. This has been superseded by the Tools-->Options... Tab Views-->Navigation Bar Logo Super User only setting.
All users inherit the above Navigation Bar Logo setting which displays the logo after login.
When Super User sets the above logo, an option is presented to replace the existing logo in the Navigation Bar.
Removed Company Logo setting from Tools-->Options...

Build: 7.03.014

12 June 2007

Fixed bug in Interview Action that missed off Interview Task Skills.
Fixed bug in Credit Check that left Company details off if run from a Requirement.
Added Rate Information text to a Timesheet, when a user select a valid column in either the Rate or Hours Worked Grid then the rate Text field is made visible and then the relevant notes are displayed.
Added new Class Crate that holds all information relating to either a requirement or Placement Rate.
New Action for P45 request added

Build: 7.03.013

08 June 2007

Right mouse click in grid no longer offers "View User" as an option.
New property added to action forms:
1. FormObjectsLocal.FormRef.ExecuteAfterActionInvocationEvent = True
When this is set to True by script/DLL and the FormObjectsLocal.FormRef..FormUnload method is called to close the form, the m_Form_AfterActionInvocation event in raised in the calling form as if the action had been executed using the Go button. This allows the programmer to completely override the underlying action behaviour and treat the action form more like a modal virtual dialogue where necessary.
Contact lookup does not use a TOP N clause after the fast search dialogue is presented.
CShowForm.SetFieldEnabled property corrected to operate on all field types.
Spell checking implemented on-demand for text boxes with a 'Big Edit Button'. This button now offers two menu options:
1. Edit
2. Spell Check
The resulting Big Edit dialogue from the first option above has a Spell Check button. When spell checking is invoked, the standard Microsoft Word spelling and grammar dialogue is displayed. All changes are written back to the original text box.
Activity Note/History dialogue now has above big edit button functionality for activity description field.
Spell checking can be performed against any field by pressing F7 when a text field has focus.
Campaigns code complete and ready for QA.
Campaign Management Reports added to reports form.
Actions (Email/Direct Mail, CV Send, Shortlist Stages and Interview) now support silent sending of Emails (Emails are not shown for confirmation before being sent). This requires a new field to be placed on the relevant action forms named "SendEmailWithoutConfirmation" of type yes/no.
New company name duplicate checking functionality added that will attempt to find similar company names using "Sounds Like" matching. Uses two new system settings:
1. "COMPANY: Duplicate Check Enabled" – Specifies whether potential duplicate checking is carried out when a new company record is saved. Entries of "True" or "False" should be used. Defaults to false.
2. "COMPANY: Duplicate Check Excluded Words" – Specifies a space delimited list of words that are to be ignored when carrying out duplicate checking. An example entry might be: "Ltd. Ltd The Group"
Fixed Bug in Interview Action that left Candidate Mail Address off.
Rate Change handling added to Timesheets, on a week that a Rate changes both Rates will show in the Rates grid and will handle the breakdown of where time is entered and which Rate it should be attributed to.
New Action for Placement Dropout, Credit Request added to Placement entity.
Fixed bug in Credit Request Action.
Dynamic columns added to query builder. This allows the programmer to change the SQL query at run-time and have the grid retain the column specifications for use with different fields.

Build: 7.03.011

04 June 2007

Fixed redraw problem on User Settings modal form. Also fixed pop-up error caused because no tabs visible.
Fixed problem when Dashboard preferences are held for user which duplicated tabs on startup.
Loading a placement form correctly loads the contract rates on the first visible tab.
Campaign form shows the number of applicants per advert on advert grid.
Campaign stage default document template is copied to customer specific folder on G drive immediately after the stage is added to a campaign.
Script document is at the Campaign level, not each stage.
VCR control at bottom of form uses less space making more room for fields on entity forms.
Added Grid_RightMouseClick(byval lRowNumber as Long) event to engine to allow DLL or script to capture the users right mouse click and facilitate for example a context sensitive pop-up menu.
This event will only be fired by the grid if the .ProcessRightMouseClick grid alpha property is set to False.
By default, the grid now processes right mouse click and allows the user to choose to view underlying records. Selecting a menu option drills down into the underlying matching record. Thus, the Reports (and all other search grids) can be drilled down using the right mouse click.
Enhanced programmer method on FormObjectsLocal.ShowForm. The following method can be used for contacts and companies also:
1. OpenEntityForm(EntityId As Long, sEntityName As String, sEntityType As String)
When logged in as a system administrator, the grid has an additional button to allow the underlying SQL to be viewed to assist with problem diagnosis.

Build: 7.03.010

31 May 2007

Replaced third party form tab control with standard Windows tab control. The .TabControl widget is therefore no longer accessible from script or VB code. For programmers, the form tabs are now 1-based.
Removed form tab style from Application Properties. All form tabs will inherit the operating system style for tabs, including Vista.
Selection of tabs draws form widgets faster prior to loading e.g. grids.
Added additional programming properties to facilitate tab access:
1. CShowForm.SelectTabFromCaption("Tab Caption") = bSelected
2. CShowForm.ShowTabFromCaption("Tab Caption") = bVisible
In both instances above, the "Tab Caption" will be stripped of leading and trailing spaces before being compared without case sensitivity.
Letter tabs on Contacts and Companies forms resize to width of form.
Status bar visible on action forms.
VCR control now visible on all entity forms regardless of designed size.
Removed support for obsolete Contacts and Companies grids on Entity forms.
Temps scheduling control row selection colour now reflects windows themes.

Build: 7.03.007

24 May 2007

In order to allow customers to content manage their own on-line help systems, the hard coded link to the TriSys Web Site on-line help system can be overridden using the following system setting:
1. "On-Line Application Help"
This should be set to point at an alternative on-line help system, or a copy of the TriSys on-line help system e.g. http://..../ApplicationHelp.aspx. If this setting is blank, TriSys will use the default.
When using an instance of the CSelectSQL object, the TOP N clause can be prevented in the pop-up dialogue by setting .ShowSelection ApplyTopClause:=False.
New CampaignStage entity form to allow the specifications of standard campaign stages.
Campaign form now has configurable stages per campaign so that specific campaigns per customer can be setup. All stages can be ordered to reflect the particular campaign dynamics.
New action: CampaignApplicant added and available from the Campaign form when a list of applicants is displayed and one or more candidates are selected.
Added instance of field type: TreeView to entity form so that fields of type TreeView will be visible and programmable for entity forms.
Updated the user controls in the ActiveX development environment to have an appropriate toolbox icon.
The placement action now allows the placement of multiple candidates in one go. This requires an update to the latest version of the Placement Action.
A new system setting has been added which allows the system to be configured to associate the first follow up to just the client contact and not all the candidates placed:
1. "PLACEMENT ACTION: Link first follow just to client" – Defaults to false.
All subsequent follow ups will always be associated with the relevant candidates irrespective of this setting.
Four new text fields have been added to the Requirement & Placement forms (New tab titled Notes) named Notes1 to Notes4. These are now shown in the Placement action and are carried over into the new placement.
When the Placement action is run and any of the candidates have their status set to "Pre Registered" the user is warned and asked if they want to continue.
When the Placement action is run the system now checks that the company has its credit check status set to "OK to Service" and that the review date is not in the past. If these criteria are not met then the action will inform the user and then close.
When the Placement action is run the system will warn the user in this scenario and ask if they want to continue.
When the action is run against a contact that has their P45 flag set the action will reset this field and the Termination Date. It will also create a note history against the contact stating that these fields were reset because the candidate was placed.
NOTE: These fields will also be reset in the case of a placement extension.
The shortlist stages action now allows the update of multiple candidates in one go. This requires an update to the latest version of the action.
When the action runs, it will produce a single email for the client listing each of the candidates, and an email for each candidate.
The contact search within the Requirement now allows the user to specify a list of Candidate status values that should be used to exclude irrelevant candidates from the results. A new system setting has been added to allow default values for this field to be specified:
1. "REQUIREMENT CONTACT SEARCH: Excluded status" – Example entry: "Placed By Us;Do not use"
Requires new field on the Requirement form named "ExcludedStatus" of type list – look up. Also requires a new DB table named "RequirementExcludedStatus".

Build: 7.03.006

17 May 2007

Dashboard management and financial charts' background colour is the same as the form back colour.
Entity search forms' toolbar reflects appropriate windows theme.
Scheduled Activity / Note History form now allows selection of multiple contacts at a time.
Post it note send to single user works as expected.
Temps booking sheet overhauled. Now supports overlapping shifts on a single Requirement.
New shift candidates status flag “Checked In” indicating that the candidate is present on site.
Entering start and end times into all shift related dialogs is now much easier because the system will intelligently format the time entered and no longer requires a separator to be entered between hours and minutes. Hence 900 can be entered and when the field loses focus is will be formatted to 09:00.
When adding a new Requirement the user is immediately prompted to select the client contact in order to speed data entry.
A new button in now available on the Requirement form that allows the user to modify the start and end times of multiple shifts associated with the Requirement.
When a shift is deleted that has one or more confirmed or checked in candidates, the user will be prompted to enter the reason for the removal of the shift. A note history will then be created against the Requirement detailing the removal of the shift and its reason. This note history will be also be tied to all contacts that were confirmed for that shift.
The shift dialog is no longer shown whenever you add or move a shift.
A new context menu available from the shift allows contacts to be confirmed, unconfirmed, Checked in, mark and removed directly from the booking sheet form by right clicking a shift. It also allows the contact/placement record to be viewed as well as the shift to be deleted.
When a candidate is dragged onto a shift in the past, the system will warn the user that they are trying to book a candidate for a shift that has already occurred.
Performance of adding/modifying candidates to/on multiple shifts has been improved.
When a candidate is checked in, the associated placement’s status is updated to "Current".
A new option is now available from the shift context menu which allows a candidate to be removed and flagged as a "No Show". This will create a note history recorded against the requirement and contact indicating that the candidate did not show up.
When a confirmed or checked in Candidate is removed, the user is prompted as to whether or not they want to create an activity recording the removal. If they choose yes then they are asked to enter a reason. A note history is then created detailing the reason for the removal.
Temps cross form refreshing has been re-implemented.
Altered the shift details dialogue so that it does not force a complete refresh of the booking sheet even when no changes are made.
Updates to several shifts at a time now show a progress bar to prevent the user from thinking the application is un-responsive.
Bug Fixed – when shifts are deleted empty rows (those created due to overlapping shifts) do not get removed from the Requirement.
Bug Fixed – Multiple vacancy shifts do not show correctly on the booking sheet.
Bug Fixed – Removing a candidate from a shift when the "Show shifts the selected candidate can work" is selected does not update the colour correctly (it always gets reset to red even when the selected candidate can work the shift).
Timesheet Authorisation enabled, dependent on the System Setting:
1. "Back Office: Timesheet Authorisation Enabled"
Three new User Access permissions added, Timesheet Authorisation Levels 1-3. Users of the relevant groups have limited access to Timesheet functionality dependent on Divisional group membership and Access Permissions.
Timesheet Adjustments added. If a Timesheet is marked as type Adjustment The User can add time and or money against either a Rate Adjustment or a Time Adjustment. The Adjustments are added as lines against the Timesheet. This Timesheet is carried through to Export as a type "Adjustment".
Timesheet Deductions added. If a Timesheet is marked as type Deduction The User can assign an amount against the Timesheet which will show as a Negative Pay Amount to the Candidate. This Timesheet is carried through to Export as a type "Deduction".
VAT added to Timesheet Expenses as an option against each Expense line.
New naming convention for Divisional User Groups, "Division: Cambridge".
New Timesheet Entity Types added (Deduction, Adjustment).
A Purchase Order can be added against a Requirement and any subsequent placements created from that Requirement can be linked directly to that Purchase Order.
New Interview stage "Assessment" added.
Interview Action can now be run against multiple Candidates from the Requirement Shortlist.
New Action "Credit Check" added. When the Action is run the user is prompted for the Amount Requested, the Credit Check Status is updated against the Company until information is passed back to the User. If a Company is marked as OK To Service but the Credit review date is passed then the Company requires another Check to be carried out.
New functionality added to a Requirement that checks the linked Company, If a Credit Check is Required then the User is prompted to run the Action or perform at a later date.
Removed Entity Links from a Purchase Order to a Contact and Company.

Build: 7.03.004

12 May 2007

Campaigns have multiple contract rates capability.
Advertisements and Applicants added to Campaign form.
History menu no longer records new instances of records and also only has 1 entry per record. This removes the appearance of the {Entity} = RecordNum entries.
History menu now operates in order so that selecting any item will move it to the top of the menu list.
When running on Vista, the XP Theme on the grids and schedule controls reflects the Windows style.
Fields of type lookup automatically default to the default value on load.
Lookup fields sorted in alphabetic order work correctly.
Optional parameters added to Miscellaneous.AddNewCompanyContactWizard function:
1. Public Function AddNewCompanyContactWizard(Optional contactType As String = "", _
  Optional requestCompany As Boolean = True, _
  Optional allowContactTypeChange As Boolean = False) As Long
2. This allows callers to control the prompt for a company, thereby using this wizard for candidates.
Entity Search forms now have an Add button on the Favourites tab to allow these searches to be utilised as 'hot boxes'.

Build: 7.03.003

09 May 2007

Add new company contact modal dialogue now captures additional fields:
1. E-Mail address
2. Work Tel No
3. Mobile Tel No
4. Home Address (including home telephone number)
Grid buttons and TEMPS scheduling controls now pick up and reflect the windows theme settings.
The date in the status bar changes when the product is logged in through midnight.
The current highlighted date in the calendar moves to the new date when the product is logged in through midnight and the diary form is open.
Splash screen has TriSys 7.03 gradiated logo.
References can now be added without being linked to a company. Additional fields such as e-mail, work tel., mobile tel. and home address can be added from the add contact dialogue.
Can add multiple users with multi-select grid in Scheduled Activity dialogue.
Post-it note dialogue can be used to select individual users to receive pop-up. The new "Choose 1 or More Users..." item invokes a pop-up of an all users dialogue.
Post-it note dialogue slightly bigger to show the full date and time in the caption.
New Campaign entity added to model special recruitment campaigns for specific clients and to allow third party agencies to participate in the process.
New Campaign Search button on Navigation Bar to permit searching for all campaigns.
Creating a new entity using form designer generates "NotesHistory" and "ScheduledActivities" Alpha Grids without the "Grid" suffix to allow automatic population of the task grids when the entity is specified with a Task link.
Users can turn off loading of the dashboard at startup by Tools-->Options...-->Interface: Load Dashboard on Startup. This setting is True by default. Only if this flag is set and the user account is permissioned for a dashboard, will the dashboard load on startup.
Dragging and dropping a field in form designer now sets the field label to half the width of the field itself. This prevents overlapping of the label by the field.
When adding contract requirement, placement or campaign rates, the default rate type is "Standard".

Build: 7.03.002

30 April 2007

E-Mails coming in from Outlook via the TriSys button are now saved within the E-mail folder in a date based sub directory to prevent an excessive number of files being saved in a single directory.
When fields are merged via the Super Action they are no longer truncated to 255 chars.
Migration hides SMS delay fields as these are no longer used.
Interview action now allows the locations post code to be merged into the resulting Emails.
Requires new hidden field on Interview Action form named 'LocationPostCode', type text.
Post code URL is picked up from the existing system setting: Post Code Map URL
Example setting: http://www.google.co.uk/maps?saddr=##StartPostCode##&daddr=##PostCode##
A new system setting has been added to allow specification of the hyperlink's text: Post Code Map Hyperlink Text
Example setting: Click here to view a map.
Fixed bug in Requirement Rate Form that reset Rates to 0 when changing the days per week.
Fixed bug in Requirement Form that would open the Rates edit form even after ‘Please select a Valid Rate’ warning message.
Changed functionality in Payments Received Module so that multiple invoice lines assigned against a Payment Received will now show as one Invoice Line. If the full Invoice amount is assigned against the Payment then the Invoice is marked as Paid, if it is removed then it is marked as unpaid.
Changed the Logic behind the requirement and Placement Rate forms so that the Field Visibility now performs a ‘Like’ comparison on the Standard Rate rather than an exact string match.

Build: 7.03.001

12 April 2007

Letter tabs are now disabled within the contact or company list forms when the grid is already filling to prevent inconsistency between the letter filter and the grid contents.
Contact selection now includes contact home address information as well as company.
Edit shortlist save dialog no longer errors on save when no source was specified.
New meta tag available to set the Follow Up duration. This must be set to a valid entry, for example "30 Mins": Follow-Up Duration
1. Note: There is also a meta tag for Note/History: Note/History Duration
Entity search now automatically selects a default operator and puts focus into the value field.
When actions are run with a destination of word if a PDF is attached it is now inserted into the document as an embedded file, rather than erroneously inserting the binary contents of the file.
DB migration utility now rolls back all changes made during a migration if an error occurs and does not attempt to run anymore.
Code Jock components upgraded to latest release (10.4.2). Note: This requires the controls to be registered. They are included in the release zip.

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