Version 605e - b9 Release Date: September 24, 2015
New Features:
Concern Tab | Resolution field size now 6,000 characters.
Concern Summary Report now displays User Defined Fields Reference11 and Reference12.
Bug Fixes:
Action List: Fixed so the results are displayed in chronological order.
Web Forms | Web Induction: Site Description field content was not getting saved.
Reports | Queries: Action Effective Dates fixed.
Concern Tab | Resolution field size now 6,000 characters.
Concern Summary Report now displays User Defined Fields Reference11 and Reference12.
Bug Fixes:
Action List: Fixed so the results are displayed in chronological order.
Web Forms | Web Induction: Site Description field content was not getting saved.
Reports | Queries: Action Effective Dates fixed.
Version 605e - b8 Release Date: August 19, 2015
New Features:
Live Lookup: Source data integration can now be configured to perform a single record lookup from the source data, i.e. Oracle.
Attachments: View Attachment button prompts user with the choice to View or Save so it does not rely on MIME types any more.
Bug Fixes:
Attachments: Seamless access to Attachments when a single instance of Everest has them stored in a combination of two formats; the old Folder format and the new Database format.
Account List: Double-click to select fixed.
Action Types | Corrective Actions: Scrollbars arrows not visible.
Other:
Update DbxWebServer to Everest 7 version to avoid conflict on Everest Hosted server. No impact on Everest 6.
Live Lookup: Source data integration can now be configured to perform a single record lookup from the source data, i.e. Oracle.
Attachments: View Attachment button prompts user with the choice to View or Save so it does not rely on MIME types any more.
Bug Fixes:
Attachments: Seamless access to Attachments when a single instance of Everest has them stored in a combination of two formats; the old Folder format and the new Database format.
Account List: Double-click to select fixed.
Action Types | Corrective Actions: Scrollbars arrows not visible.
Other:
Update DbxWebServer to Everest 7 version to avoid conflict on Everest Hosted server. No impact on Everest 6.
Version 605e - b7 Release Date: July 2, 2015
Bug Fixes:
Search Concerns: Required selecting both Concern Type and Category, now works with just a select Concern Type.
New Acct: When Account Type is Personal Name, bug on some versions of IIS.
Concern Detailed Description. Disallow HTML tags.
Concern Attachments: Download instead of View.
Added SBCGlobal to hosted bounce back list.
Concern Copy: Record the copy in Audit File.
WebReports | AuditReport: Change order of list to use RecNo. to ensure that results are listed in chronological order.
WebReports | Queries: HTML encode troublesome characters &"'/ and greater than and less than. These characters where causing problems with save to Excel.
Version 605e - b6 Release Date: June 3, 2015
Bug Fixes:
Search Concerns: Required selecting both Concern Type and Category, now works with just a select Concern Type.
New Acct: When Account Type is Personal Name, bug on some versions of IIS.
Concern Detailed Description. Disallow HTML tags.
Concern Attachments: Download instead of View.
Added SBCGlobal to hosted bounce back list.
Concern Copy: Record the copy in Audit File.
WebReports | AuditReport: Change order of list to use RecNo. to ensure that results are listed in chronological order.
WebReports | Queries: HTML encode troublesome characters &"'/ and greater than and less than. These characters where causing problems with save to Excel.
Version 605e - b6 Release Date: June 3, 2015
Bug Fixes:
Fixed SendMail From email address not auto-populating in Notifications.
Fixed Read Only Access not working.
Fixed after Concern Approved, Concern Tab can still be edited.
Fixed the Approved check box displaying zeros by default.
Fixed Concern Attachments: single quote in description caused SQL error.
Version 605e - b5 Release Date: April 6, 2015
Server Administration:
Fixed Read Only Access not working.
Fixed after Concern Approved, Concern Tab can still be edited.
Fixed the Approved check box displaying zeros by default.
Fixed Concern Attachments: single quote in description caused SQL error.
Version 605e - b5 Release Date: April 6, 2015
Server Administration:
1. Hosted Server email forwarding to donotreply@everesthostedmail.com, for manual sending. Only runs if isHosted set 1.
Bug fixes:
1. Oracle Live Lookup: AcctId being lost when querying Oracle.
2. WebConcernUpd was using Customer Contact as Originator. Now uses WebConcerns.OrigFirstName, OrigLastName if available. If not the logged in User who inducts the Web Concern is set as Originator.
Version 605e - b4 Release Date: March 16, 2015
Fixed ClassifyView not being displayed when concern reason disabled.
Version 605e - b3 Release Date: February 5, 2015
Features:
ClassifyView now pre selects the concern type if it was already populated on the Concern screen.
Bug fixes:
AcctCalls was allowing too many characters in the Phone number fields.
Version 605e - b2 Release Date: December 29, 2014
Bug Fixes
View | Web Concerns
Fixed handling apostrophes in names.
Reports | Queries
Fixed WebReports - Prod UDF 4 and Prod UDF 5 were reversed in Query table
Spellcheck was left out of recent installs. Now included.
Version 605e - b1 Release Date: December 22, 2014
Bug Fixes
View | Account Calls
Priority field repositioned to bottom of screen, a location consistent with the typical sequence of data entry.
View | Add New Account
Find Matching Accounts button added (including Site Description).
Concern View | Actions Tab
Actions can include a Return Email Address.
Configuration | Other Options
Now includes check box option to enable Products by Location.
Concern View | Products Tab
With Products by Location enabled, the Product List is limited to the Location of the logged in User.
WebReports
Version 605d - b10 Release Date: December 18, 2014
Enhancements
Concern View
Bug fixes:
1. Oracle Live Lookup: AcctId being lost when querying Oracle.
2. WebConcernUpd was using Customer Contact as Originator. Now uses WebConcerns.OrigFirstName, OrigLastName if available. If not the logged in User who inducts the Web Concern is set as Originator.
Version 605e - b4 Release Date: March 16, 2015
Fixed ClassifyView not being displayed when concern reason disabled.
Version 605e - b3 Release Date: February 5, 2015
Features:
ClassifyView now pre selects the concern type if it was already populated on the Concern screen.
Bug fixes:
AcctCalls was allowing too many characters in the Phone number fields.
| 2014 |
Version 605e - b2 Release Date: December 29, 2014
Bug Fixes
View | Web Concerns
Fixed handling apostrophes in names.
Reports | Queries
Fixed WebReports - Prod UDF 4 and Prod UDF 5 were reversed in Query table
Spellcheck was left out of recent installs. Now included.
Version 605e - b1 Release Date: December 22, 2014
Bug Fixes
View | Account Calls
Priority field repositioned to bottom of screen, a location consistent with the typical sequence of data entry.
View | Add New Account
Find Matching Accounts button added (including Site Description).
Concern View | Actions Tab
Actions can include a Return Email Address.
Configuration | Other Options
Now includes check box option to enable Products by Location.
Concern View | Products Tab
With Products by Location enabled, the Product List is limited to the Location of the logged in User.
WebReports
- Added MfgLocation to Product List report.
- Use square brackets within Queries for IE, FF
- WebConcerns data table- added the following for future use:
- Cause 30 chars
- ProbReason 40 chars
- Salutation 6 chars
- Resolution Text
- Closed bit
- UOM 12 chars
Enhancements
Concern View
Added Time Closed time stamp to Concerns.
Reports | Queries
Added Time Closed to Queries. The Query calculates time to close in hours.
Administration | Notifications
[AccountLocation] added to Keywords.
Bug Fixes
Attachments Tab
File Name Format - Only allowed characters are alpha / numeric characters, blank space, dash, underscore and period. Commas are no longer allowed.
View | Web Concerns
WebConcernUpd -Extract summary using carriage return or period.
View | Account Calls
Cause field repositioned to bottom of screen, a location consistent with the typical sequence of data entry.
Reports | Concern Reports
Fixed Report by Originator with Include More Detail selection.
Reports | Queries
Display Queries correctly when a Contact is included (Display option checked) in Query.
WebReports - Cumulative 2014-Sep-02 code update.
Version 605d - b7 Release Date: May 9, 2014
Enhancements
Purge History permanently deletes a group of Concerns all-at-once in Setup | Purge History.
Purge is a setup menu choice available for System Managers use only. It requires a cutoff date and Concern Type;
it won't allow purging data that is within a date range of 5 years or newer.
Bug Fixes
API
Fixed handling apostrophes in Encounter Interface.
Administration | Imports | Concern Import
Increased the field length for Detail Description text area and Resolution text area from 500 to 2500 characters.
View | Account Calls
Fixed Cause field selection not saving when the More Details button was selected.
Administration | Notifications | Keywords
Fixed Cause keyword not changing in Alert email template when a new Cause selected.
Version 605d - b5 Release Date: March 27, 2014
Enhancements
A new Live Lookup source data connection via ODBC is available for Credit Unions and other clients who use the Eloquence software system as the system of record for member account and contact information.
Web Concerns submitted via Web Portals can now have Default Owner routing based on Location.
Bug Fixes
Fixed an error involving Attachments that primarily involved Notification Templates resulting in the wrong attachment to be opened. The problem was due to how Internet Explorer caches HTML files locally.
A Web Concern Induction error has been corrected where addresses were not handled properly.
Version: 605d - b4 Release Date: January 14, 2014
Enhancements
View | Account Calls now keeps the selected Account read-only so the Account-related fields cannot be edited.
Concern Reason is included in the Concern Import using the header label: ConcernReason, see Administration | Imports for further details.
Version: 605d - b3 Release Date: November 5, 2013
Enhancements
View | Personal View: Removed the No Data Available pop-up message that would appear if the chart was empty.
Bug Fixes
Attachments View: Support for Non-standard DataPath
Close Notice: Handle Quotes
Change User Active / Inactive logic so that the Owner does not change when Status is Closed.
Version: 605d - b2 Release Date: September 10, 2013
Version: 605d - b1 Release Date: August 9, 2013
Enhancements
Automatic Email Alert feature added to existing Cause field. The Cause field can send an Alert email automatically to a specified User based on the selected Cause. The Cause field is a drop down list that functions without an email alert by default. Two settings enable the alert to function:
Concern Reason can now be relabeled in Configuration | Data Names.
When Access by Location is enabled:
Administration | Classifications now has a checkbox option to update all Concern history if the Type, Category or Reason are changed (optional).
Concern Product Quantities Number of Decimals can be specified in Configuration | Other Options.
Version: 605c Release Date: March 27, 2013
Enhancements
Defect Findings is an additional field associated with Defect Classifications. The field is enabled in Configuration | Data Names where the data name can also be relabeled. The selection list values for the Findings field are defined in Administration | Product Information | Defect Findings. When enabled, a value from the selection list can be added to a Defect Classification for a Product by clicking the Defect Findings button or double-clicking on a Defect Classification in the list. A Defect Finding is deleted by double-clicking on the previously selected Defect Finding as displayed in the list format, and then click the Clear button.
A Copy button is now included on the Product Tab in the Concern View when the setting for Multiple Products for each Concern is enabled in Configuration | Other Options | Products. When the Copy button is clicked, the currently selected Product that is highlighted is immediately copied without any lookup necessary. A new, unique entry into the Lot Number field is required to save the same Product more than once in the same Concern.
Chart button with chart options added to Reports | Queries.
A Resolution Tab is now optional for the Concern View. When enabled, the Resolution text box is located on the Resolution Tab instead of the Concern Tab, along with two additional text boxes; Findings and Root Cause. The data names for the text boxes on the Resolution Tab can be relabeled in Configuration | Data Names. This Concern View configuration is not related to the Corrective Action in Actions but it does use similar terminology.
Chart by Product Description in Reports | Concern Charts.
Delete Defect button added to Product Defect Classifications.
Web Concerns submitted from a Web Portal may now include the Site Description field.
There was not a major new release for the 2012 calendar year.
6.0.5
6.0.4
6.0.3
Reports | Queries
Added Time Closed to Queries. The Query calculates time to close in hours.
Administration | Notifications
[AccountLocation] added to Keywords.
Bug Fixes
Attachments Tab
File Name Format - Only allowed characters are alpha / numeric characters, blank space, dash, underscore and period. Commas are no longer allowed.
View | Web Concerns
WebConcernUpd -Extract summary using carriage return or period.
View | Account Calls
Cause field repositioned to bottom of screen, a location consistent with the typical sequence of data entry.
Reports | Concern Reports
Fixed Report by Originator with Include More Detail selection.
Reports | Queries
Display Queries correctly when a Contact is included (Display option checked) in Query.
WebReports - Cumulative 2014-Sep-02 code update.
Version 605d - b7 Release Date: May 9, 2014
Enhancements
Purge History permanently deletes a group of Concerns all-at-once in Setup | Purge History.
Purge is a setup menu choice available for System Managers use only. It requires a cutoff date and Concern Type;
it won't allow purging data that is within a date range of 5 years or newer.
Bug Fixes
API
Fixed handling apostrophes in Encounter Interface.
Administration | Imports | Concern Import
Increased the field length for Detail Description text area and Resolution text area from 500 to 2500 characters.
View | Account Calls
Fixed Cause field selection not saving when the More Details button was selected.
Administration | Notifications | Keywords
Fixed Cause keyword not changing in Alert email template when a new Cause selected.
Version 605d - b5 Release Date: March 27, 2014
Enhancements
A new Live Lookup source data connection via ODBC is available for Credit Unions and other clients who use the Eloquence software system as the system of record for member account and contact information.
Web Concerns submitted via Web Portals can now have Default Owner routing based on Location.
Bug Fixes
Fixed an error involving Attachments that primarily involved Notification Templates resulting in the wrong attachment to be opened. The problem was due to how Internet Explorer caches HTML files locally.
A Web Concern Induction error has been corrected where addresses were not handled properly.
Version: 605d - b4 Release Date: January 14, 2014
Enhancements
View | Account Calls now keeps the selected Account read-only so the Account-related fields cannot be edited.
Concern Reason is included in the Concern Import using the header label: ConcernReason, see Administration | Imports for further details.
| 2013 |
Version: 605d - b3 Release Date: November 5, 2013
Enhancements
View | Personal View: Removed the No Data Available pop-up message that would appear if the chart was empty.
Bug Fixes
Attachments View: Support for Non-standard DataPath
Close Notice: Handle Quotes
Change User Active / Inactive logic so that the Owner does not change when Status is Closed.
Version: 605d - b2 Release Date: September 10, 2013
Enhancements
When the Concern Category does not have a Default Owner the automated Standard Action(s) are assigned to the logged in User who is the default Concern Owner.
New Keywords added to WebReports.DLL required to work in Notification Templates:
[ConcernReason] = Concern Reason
[Reference11] = Reference Tab Field 11
[Reference12] = Reference Tab Field 12
[ProdRef11] = Product Tab Field 11
[ProdRef12] = Product Tab Field 12
[RepairRef11] = Repairs Tab Field 11
[RepairRef12] = Repairs Tab Field 12
Complete List: Keywords
Version: 605d - b1 Release Date: August 9, 2013
Enhancements
Automatic Email Alert feature added to existing Cause field. The Cause field can send an Alert email automatically to a specified User based on the selected Cause. The Cause field is a drop down list that functions without an email alert by default. Two settings enable the alert to function:
- Owner selected in Administration | Selection Lists | Cause defines who the email is sent to.
- Notification Template saved with the Notice Title named: Alert in Administration | Notifications | Notification Titles defines the email message that is sent.
Concern Reason can now be relabeled in Configuration | Data Names.
When Access by Location is enabled:
- Concern Owner and Action Owner selection lists now include the names of Users with Access All Locations available for Users who do not have access to all Locations.
- Notifications email send to options now include the names of Users with Access All Locations available for Users who do not have access to all Locations.
Administration | Classifications now has a checkbox option to update all Concern history if the Type, Category or Reason are changed (optional).
Concern Product Quantities Number of Decimals can be specified in Configuration | Other Options.
Bug Fixes
OpenActionList: Changed Inner Join to Left Join.
Holidays: Allow a previously saved holiday to be cleared.
UserDefinesEdit: Limit number of characters to 4000 when typing.
SearchConcerns: Don't show Priority field if it is omitted.
Version: 605c Release Date: March 27, 2013
Enhancements
Defect Findings is an additional field associated with Defect Classifications. The field is enabled in Configuration | Data Names where the data name can also be relabeled. The selection list values for the Findings field are defined in Administration | Product Information | Defect Findings. When enabled, a value from the selection list can be added to a Defect Classification for a Product by clicking the Defect Findings button or double-clicking on a Defect Classification in the list. A Defect Finding is deleted by double-clicking on the previously selected Defect Finding as displayed in the list format, and then click the Clear button.
A Copy button is now included on the Product Tab in the Concern View when the setting for Multiple Products for each Concern is enabled in Configuration | Other Options | Products. When the Copy button is clicked, the currently selected Product that is highlighted is immediately copied without any lookup necessary. A new, unique entry into the Lot Number field is required to save the same Product more than once in the same Concern.
Chart button with chart options added to Reports | Queries.
A Resolution Tab is now optional for the Concern View. When enabled, the Resolution text box is located on the Resolution Tab instead of the Concern Tab, along with two additional text boxes; Findings and Root Cause. The data names for the text boxes on the Resolution Tab can be relabeled in Configuration | Data Names. This Concern View configuration is not related to the Corrective Action in Actions but it does use similar terminology.
Chart by Product Description in Reports | Concern Charts.
Delete Defect button added to Product Defect Classifications.
Web Concerns submitted from a Web Portal may now include the Site Description field.
| 2012 |
There was not a major new release for the 2012 calendar year.
| 2011 |
6.0.5
| 2010 |
6.0.4
| 2009 |
6.0.3
See also