Ziata! News

VERSION 6.1.0.0. (9/17/02)

Improvements.

General.

-Powerbar Added.

-Powerful CC Lists. Implemented in E-MSG!, Mindsaver.

-Now checks prepositions for New Entities, eg. "Secretary Of State" is now "Secretary of State".

-Quickfinder, New Mindsaver, does not list the entities if the entity is known or presumed per your current work.

-QuickFinder, added date.time sorting for creation date lookups.

-QuickEntry. Tabstops are now enabled if neither male nor female are identified.

-QuickEntry. Automatically enters a default address.

-New Telecomm. Radio button to indicate type.

-Autocapitalization is now turned off if you hold down the shift key, eg, previously, "File W/o Tab" can now be "File w/o Tab" if you hold down the shift key with the w.

-In subfile properties, now checks for new files after creation of a subfile, in the event the folder already existed with files.

-Entity Details. Rules for Customer editing viewing. New Rights. To view Customer General Properties, you must be allowed per security rights or any member of the customer team; to edit, you must be allowed or the first two members of the client team (e.g. if the team is a Billing Attorney, Responsible Attorney and a Paralegal, only the attorneys can edit unless the Paralegal is a member of a group with universal rights to edit.)

To view Customer Miscellaneous Properties, you must be allowed per security rights and be any member of the customer team; to edit, you must be allowed and the first members of the client team (e.g. if the team is a Billing Attorney, Responsible Attorney and a Paralegal, only the Billing Attorneys can edit if permitted.)

-Main Menu. Added menu items for Contacts, Tasks.

-After creation of a new person or company, prompts for locations and telecomms.

-After creation of a new location, prompts for adding telephone numbers.

E-MSG!

-EMSG! has new functionality on subject line and in the message.

 

Mindsaver.

-Mindsaver logs regenerated on monthly basis.

-Mindsaver Server has additional options for packing the database and backing up. Mindsaver will also update document objects into files. You can also launch files for maintenance. 

    Fixes:

 Mindsaver.

-Move a Mindsaver fixed. Also it used to assign the first project/matter, even if the project was inactive, now Ziata! assigns the first *active* project of the client to whom the Mindsaver is moved.

Contacts/Tasks; Ziata! Address Book.

-Problem with correlation between network setup and local use in Contacts/Tasks as separate modules.

-Contacts were not showing persons and companies from the network, if there was a network login, as a result of no login prompt.

-Integration with Outlook now uses the Business Address also for the Home Address in Outlook for merging purposes. It does not display in the Ziata! Contacts as Home Address, but will show in Outlook as Home Address.

QuickEntry.

-Partial QuickEntry entries fixed. Used to give an error if partial QuickEntry entries were entered.

Files/Subfiles.

-File and subfile properties "Gregg Zegarelli" placeholder showed even if not possessed by a User (it displayed the correct User name if a file or subfile was actually possessed).

-Fixed listings of subfiles.

General.

-Fixed word checking in addresses, "baptist" was changed to "bApartmentist". The was the result of the "apt" being automatically changed to "apartment".

-Fixed if you search on a person's name in the personal listing dialog box and click New, the name is parsed properly for the default entry information.

-Fixed getting e-mails from publication lists, now drills down into lists referencing other lists.

-Listing for Subject Codes did not match the field names in the Subject Code Properties

-Projects Property Box there was no security on revisions to the Customer Team.

-Project Subject code retrieval would not go to current code.

-New Assumed Names dialog box would not search for closest entry.

-Fixed Mail Slip properties, added features.

 

---------------------------------
VERSIONS 6.0.1 Update

Fixes
Upgrade bug with apply button 
Adding a another subscription list to a Subscription did not show the list name. (Form View Fix)
QuickFinder, Relate Locations, Gives Default Name
QuickFinder, speed buttons update on scroll more effectively 
Mindsaver List had inconsequential bugs in New

New Functionality
QuickFinder, Mindsaver shows list of Mindsavers
Mass Mailings: Generate Mailing: Allow Holds based upon Last Sent Date. (Disabled until international verified)

Automatically set security key. (in Upgrade procedure)

Core error notice checking on New Relationships (in NewTitle)

Mindsavers not changing To-Do Tracking Date (dmworking fix)

VERSION 5.1 RELEASED!

We've worked very hard to implement your comments suggestions; please keep them coming.  We are very pleased to respond to your needs!  There are so many changes to Version 5, we cannot even begin to list them all!  We will have a feature update list online soon.

For example, Ziata!, through its knowledge base of males/females and family relations, now assists you in building family trees as you enter data!  There is nothing like Ziata! for your data management.

	VERSION 6
	MAJOR FUNCTIONALITY ADDITIONS Overall Internationalization Telephone Masks Zip/Postal Masks SS Number Masks Date Masks EIN Masks Main interface includes superior navigation and data Runs faster and more streamlined Default Website, Launch from QuickFinder Smarter checking of telecomm. type Smarter Soundex searching Web support New Maiden Name: bug fix for full name Better Main Menus with more options Better Main Menu Help, with detailed How Do I support Palm pilot integration via Outlook Export Data Create Contact/Task Books of Favorites available off-line Integration into Outlook: Tasks and Contacts Favorite Objects Documents More control over documents, including document properties Favorites You can now save and display your favorite objects for easy viewing: Ziata! objects, files, folders and programs! Files Move file to another client Move a subfile to another client Move a subfile to another file Move a document to another subfile Drag and drop file management Rename a file or subfile resynchonizes to disk Improved disk synchronization E-MSG! Pad is overall smarter Smarter recognition of telecomm types Smarter connecting of objects Consistent naming and default relation names Internationalization of telephone masks Entity Properties Add default website Traps changing client names to sync folders Automatic Client name and folder synchronization to disk Add a person's picture to the database, great for security Files Properties Now automatically adds document objects to the subfile object Synchronizes physical documents on disk to Ziata Location Properties Add a location's picture to the database, great for real estate deals Import Networkwide Importing "Non-modal"; can minimize and use other modules Mindsaver Birthday/Annual Meeting Mindsavers Smarter Mindsaver now automatically prints nightly reports Mindsaver Dates has a new "whose" field,  like Mindsavers, which defaults to the related Mindsaver "whose" field. New Control Panel Move to Another Client Copy a Mindsaver Create a Form Mindsaver for Re-Use or Copy as a Form New and Improved tracking of Mindsavers Reports Passwords Improved update/upgrade notices Automatic registration notices Project Properties Now has a default Subject, used by default in related objects Publications Distribution Lists  Physical Publications (Labels) much more powerful addressing Wedding Lists a breeze  QuickEntry Lookup a Company Checks for a Direct Dial for Extensions Additional sorting, filtering, relating Remembers state and country information for a city QuickFinder Smarter "Best Telephone Number" finding Sort by First Names Distribution Lists for Email Improved contact date maintenance Improved Notes creation Create client and entity notes from a menu item Much improved menuing Reports To Do List Mindsavers by Date Mindsavers by Client Report Lookup Many More!! Security Full Security Rights, on a user/group basis Telecomm Lists Improved Filtering and Sorting Utilities Fix to Backup directory routine 2/14/99 MAJOR FUNCTIONALITY CHANGES: *Profiles: You can now establish different folder Profiles. If you need multiple Profiles, you can turn on profile selection in the Configuration screen. Each Profile can point to a different set of databases, eg. Portable Computer Profile, Server Profile, Test Profile. *Synchronization of Portable Files: You can now take databases and synchronize them with, for example, the server databases. You must have more than one Profile for the this option. See Utilities, Synchronize. *QuickFinder: Extremely powerful field and SQL filtering at View, Filters, Tailored Filters. *Generally: Entities now inherit locations of Immediate Family Members MINOR FUNCTIONALITY CHANGES: *QuickEntry: Did not save addresses to both person and company even if checked on Additional tab. *QuickFinder: Menu now says "Mark as [Client]" and "Unmark as [Client]" to be more intuitive that you are not creating or deleting a data record. *Relations: Family Tree inheritance was improved. *Properties Boxes: Now says "Notes Exists" on tabs if notes exist.
	Our international users have requested additional international support, primarily in field labels and entry masks.  We acknowledge this issue and are working diligently to implement the requests.
	Version 5.1.1.  Pre-release early version currently available on CD-ROM.   Books Properties:  Able to be canceled without section information. General Additional international support. Updated Help File. Updated QuickStart Document Main Menu Website support on menu. New Functionality Object Creation Wizard. Quick Entry:  Default button changed to Apply from OK.   If information exists and you try to cancel, prompts for confirmation. QuickFinder:  Ampersand allowed in search string. Publications:  More subscription and addressing options. Toggle Hold for physical subscriptions.
	Version 5.1.0.7.  5/14/00.   Additional subscription support for physical mailings. Key functionality for consolidated addresses; that is, if you have two people at one address and you want the label to include both names (eg, a husband and wife), it's just a mouse click. More configuration options. Folder References: Folder References change when Customer name changes and the physical directory name is changed, if you choose.
	Version 5.1.0.1.  4/00.  Freeware release.  To many improvements to identify here.

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