Modify the Email sending to:

Formatted the Custom Forms for more readable presentation.

When emailing a Service Note, placed the service note at top of message.

Added Task ID next to Category at top left of Custom Form Edit.

Changed 'Last 5 Events' page title to 'System Status'

Changed the Client search by Call ID field to '=' instead of wildcard.

Added underline border to Custom Form Summary page.

Service notes in Call Summary now sort chronologically.

Enhanced System Settings page, added descriptions.

Added new item 'File Attachments' to reports page. This allows searching/viewing and deleting of file attachments.

Added new item 'File Attachments' to the Calls/Tasks search page.

Custom Form Edit page, added link to Custom Form Summary

Custom Form Summary page, added Task/Custom form ID to the top of page.

Edit Task page, slight tidy up of the page formatting.

Call Display page, slight tidy up of the page formatting.

Edit Project Page, format change to translate Line Breaks in the Task Description data.

Updated the ConsolQ User Guide (Help Files)

Welcome page. Added 'Quick Search' Tasks and Calls functionality.

Project Name:   CONSOLQ Release 3.01

June/July 2005

CallID    Release Note

332       Pages updated:

Welcome.asp

TasksAllocatedTo.asp

Call.asp

 The Search page is divided into 3 sections L: Calls, Tasks and Service Notes, the sorting and formatting only applies to the 'Tasks' section for the moment.

 Added the progress and Client search options to the Tasks search.

 CallID    Release Note

324       Email Server was mixing up attachments due to a (not quite) unique id issue that happened when multiple messages were handled at once. Corrected id and tested. Attachments are now added to the correct message even when processing large numbers of messages and attachments.

Email Server creating multiple entries in DB because SQL control character found in filename, server would error not completing the email retrieval process and not remove messages it had already downloaded. Have now handled SQL characters in filename.

Forwarded messages with the “.msg” are renamed to “txt”, this allows viewing from within ConsolQ.

Have temporarily removed access to the ConsolQ “Inter System” messaging due to firewall issues (QH) Will advise progress.

Added cookie based check box to call review page to allow inclusion/non-inclusion of message body.

Email Review Page:

The original sender and your Top 10 clients are now displayed in a dropdown field. This field is contained within the form so, I am able to return the service note data if no client was selected.

The solution takes away the “free search” of clients at this screen however, I recently gave the ability to change client within the Call and believe this provides the necessary functionality and simplifies the mail processing screen immensely.

CallID    Release Note

322       Email review page:

   Amended Email review page to NOT REQUIRE a client if the email is being added to an existing call.

   Added a checkbox that, when selected, file attachments only are added to an existing call (no task is created)

Call and Task Screens:

Amended the sort order of file attachments within the call and task screens

CallID    Release Note

319       Changed Review Non-System Email page to provide option to select original email sender as the Call Client.

Page defaults to No Client and shows an error message if no client is selected.

Updated Call Summary page to format Call description properly.

319       Allow changing of Call client.

Placed link next to Client name (in Call and Task) clicking allows you to select a new/different client and returns you to the call.

CallID    Release Note

308       Email Review Page:

Set Client search and Top 10 to NOT display Inactive Clients.

Email Processing:

Corrected data input to for Client details. Was inputing based on 'username' now inputs on unique ID.

Client Edit:

Corrected Update process as above.

Provided Client Delete functionality for level 5 access and above.

CallID    Release Note

305       ##### Set Default Calls Search to 'OPEN'

##### Added Staff List to TASK search

CallID    Release Note

302       ##### Complete re-vamp of 'Search Calls' screen.

   Search now includes:

      Top 10 Clients

      Call Type shows 'Distinct list' (only Call Types that have been entered)

      Actual Call Type

      This Month, Last Month and Last Year

   Result screen now Paged and displays total number records returned.

##### New Call field... 'Actual Call Type'

##### New List Management screens

##### Ammended Priority dropdown lists

   **** Will require re-entering of your current Priority Items ****

CallID    Release Note

276       ##### Added Task ID search capability to Calls Search page.

CallID    Release Note

153       ##### Provided full functionality for non-system emails.

   Allows addition to existing call (new message is created as a task) and creation of a new call containing the message.

   Any file attachments are added to the call.

##### Provided Link/Unlinking of Calls.

   Option to automatically Close child call and task at link time.

   Call re-opened if call is un-linked.

##### Configured Welcome screen for:

   Sorting of columns by clicking column Title

   Asc/Desc by clicking link at bottom of Table

   View NEW ONLY link added, this will display only Unread tasks (above sorting still applies)

 ##### Corrected paging screen on All Projects.

 ##### When Project name is changed, now updates Project name for all related calls.

 ##### Ability to assign more than one project to a call.

##### Linked Calls can be removed from the Project page.

 ##### Attached files made available in all tasks (within the one Call)

 ##### Changed Description field name in Close/Edit Call.

 ##### Added Default list of Top 10 clients. This will be displayed each time the New Call link is clicked and the hyperlink bypasses the Check User Details page.

   Normal searching can still be performed.

 ##### Files now stored as.....20050220_205714_ALPHA.RDP

   ie YYYYMMDD_HHMMSS_[file name].[extension]

   Affects: All Files uploaded into ConsolQ

 ##### Provided Delete Call capability to remove all traces of play or test calls. Removes all XRs, Tasks and service notes. This is only accessible to administrators.

 ##### Non-System Emails are now available to all staff with an access level of 5 or greater.

 ##### Project add/removes are now audited.

 ##### Enhanced View Projects screen:

   Added Sort by as a link within the column labels

   Added List Open,Closed,All links

   Added Ascending/Descending link

 ##### Enhanced Project Edit to include:

   View RELEASE NOTES

   Provided TAB delimited file containing RELEASE NOTES

 ##### Replaced List Management screens. 3rd party code generated screen to dificult to maintain.

 ##### Added 'Actual Call Type' table and ammended Call Pages to include (has replaced Close Type)

 ##### Added Set Active in 'Staff Edit' (for level 10 access only)

 ##### Set Access Level to Delete File, Review Emails and Delete Task to 5 or greater.

 ##### Email Server enhanced to allow for Remote Updates

 ##### Custom Forms

   Custom Forms can now be created as part of a Task Category.

   Once a Category has been created, Custom Form elements can be added. The elements can be further enhanced by selecting different form types.

   Any number of Custom Forms can be created.

 ##### Configured task screen to NOT display 'Avtivat Custom Form' if category has no Custom Form attached

 ##### Reduced the size of Edit Service Note screen to fit on screen.

 ##### Added Call Centre setting so that Auto Reply (when creating a call from an Email) can be toggled on and off.

 ##### Added ability to search for client and provided Top 10 Clients to Email Review page. Any Client can now be selected for an incoming email.

 ##### Corrected error on Call Display screen when Add button pressed and no Project was selected.

 ##### All Email transactions now store in Audit Trail