ELMS Software Forum - Recent Posts

ELMS Software Forum - Recent Posts http://forums.elmssoftware.com/recent.aspx ELMS Software Forum - Recent Posts en-us http://blogs.law.harvard.edu/tech/rss Jitbit AspNetForum Wed, 19 May 2010 01:27:07 GMT Wed, 19 May 2010 01:27:07 GMT http://forums.elmssoftware.com/topic57-version-126--may-2010.aspx Topic "Version 1.2.6 - May 2010" a message from ELMS Version 1.2.6 – May 2010
This release will be available on May 20, 2010

Enhancements:

ELMSADV-290 - Add Job Number To Customer Specs - Add job number to the header for all customer spec reports

ELMSADV-303 - Include lead contact info on lead list - Include the email, phone, address, state, city , and zip in the lead list

ELMSADV-306 - Add New Lead to main menu. Add the new lead to the main menu. This will be available on all options.
ELMSADV-307 - Add New Lead to main menu. add link to new lead to main menu. The main menu is altered to show leads then prospects
ELMSADV-309 - Save new lead goes directly to lead worksheet . The lead worksheet is displayed directly after the save new lead. With new lead on the menu it is easy to enter another lead. This will prevent the user from having to search for the new lead.

Bug Fixes:

ELMSADV-181 - Date assigned not retained from contact page. From the contact page - if you create a new lead and assign the lead within the pop-up window, the date assigned is not set.

ELMSADV-186 - Incorrect dates on Vendor bid - Updating a vendor bid (i.e. Edit vendor Bid) will set the sent date or receive date to 1/1/1900

ELMSADV-189 - Task Manager Error - Edit task and delete the markup and try to save the task. A general error is produced.

ELMSADV-213 - Google account update - The system does not appear to be updating the google account information on the user profile

ELMSADV-271- Create New Lead . The create new lead from the contact worksheet does not contain all the fields required. It should also use the dropdowns for jobtype and lead source.

ELMSADV-278 - Changing Password. Change Password - reported that changing password is not working

ELMSADV-281- Calendar synchronization produces duplicate entries. Duplicate entries still being produced by calendar sync with google. It may appear for those items inserted by mobile devices.

ELMSADV -291- Unlock project / job not working - It appears that the button to unlock a job is not working as expected. A job that in locked or unlock should appear.

ELMSADV-302 - Letter Blaster Email . Blasting emails does not pick up the email from the lead information - they are all blank

ELMSADV-308 - Copy Estimate - Phase not copied. Copy estimate across jobs is not creating phases in the new job. The copy tasks are still pointing to the original phases.

--
Elms Software, LLC
http://www.elmssoftware.com]]> Wed, 19 May 2010 01:27:07 GMT http://forums.elmssoftware.com/topic56-version-125--april-2010.aspx Topic "Version 1.2.5 - April 2010" a message from ELMS Version 1.2.5- April 2010
This release will be available on April 12, 2010

Features:

ELMSADV-147: Customer Portal – Updates and support infrastructure for Customer Portal.

Enhancements:

ELMSADV-286: Selecting phase on estimate worksheet will display totals and margins specific to the phase. The list of phases includes a default selection “All” that shows tasks and totals across all phases in the estimate.
ELMSADV-284: Reorganization of contacts, and leads. The existing contact menu selection is being re-labeled to “Prospects” to help further define the process. The “Vendor” section under Administration is being moved to the main menu and re-labeled as business contacts. The business contacts has been given a business contact type to help further index your contact list.
ELMSADV-87: Prospect record has an additional field to store a second email.
ELMSADV-277: Jobs, Leads, Prospects, and Business Contacts all use a similar scrollable list. There is no more paging required. This will speed up searches and indexing of list items.
ELMSADV-273: The letter template under Administration has been re-labeled as “Document Writer”. This tool can be used to create both letter templates and contract agreements. The contract tool in the job folder will reference any user created contract agreements. Users may create and choose from many contract agreements.
ELMSADV-208: Export & import of leads. Users can export and import to and from a list of lead information via the leads list.
ELMSADV-145: Alert window has been added to the user’s personal information manager under their calendar. Alerts are indicators that something of importance has happened and you should be aware. An alert is present if someone has scheduled a meeting or phone call for you. Additional alerts will be made available via the Customer Portal.

Bug Fixes:

ELMSADV-285 – Error when estimate created without phase. A default phase “General” will be generated once the job is created. This will eliminate the error produced when creating a new estimate.
ELMSADV-288 – Links to estimates on the contract screen are invalid. This link was pointing to an outdated web form. This has been resolved.

ELMSADV-280 – Emailing a report directly from the report viewer was being delivered in the recipients SPAM folder. This logo image on the email was removed to prevent this in the future.
edited by ELMS on 4/9/2010]]> Fri, 09 Apr 2010 09:16:02 GMT http://forums.elmssoftware.com/topic55-version-123--march-2010.aspx Topic "Version 1.2.3 - March 2010" a message from ELMS Version 1.2.3- March 2010
This release will be available on March 15, 2010

Features:

ELMSADV-156: Letter Templates - Added letter template functionality to the Administration section. This will allow the creation of letter templates that merge with the database and leads information allowing for mass marketing emails or sending form letters for sales.
ELMSADV-132: Bill of Material Report - Create bill of material or take-off report. The report is located as part of the estimate reports. Bill of materials is calculated using a new attribute on the task called package size.
ELMSADV-231: Create appointments and schedule phone calls. The lead worksheet will allow the salesperson to schedule future phone calls with a specific lead. The schedule call can be assigned to other persons in the company. The scheduled call will be placed on the to-do list of the assigned caller. Appointments and meetings can also be scheduled with a specific lead. Other members of the company may be invited to this meeting. All invitees will receive a notice in their alert windows and also an event on their respective calendar.
ELMSADV-256: Mail Blaster - Blast formatted or templated letters to all selected leads from the lead list page. This will allow for marketing email campaigns and also support a designated sales process.

Enhancements:

ELMSADV-215: Update and configure job types. Maintain the avialable job types that are initially assigned to new jobs. This job type can be used for reporting against different job types.
ELMSADV-252: Copy Estimate - Added button on estimate list that allows the copying of an estimate across jobs.
ELMSADV-255: Lead Email Link - Email address on the lead worksheet is now a link that will start your designated email application in preparation for sending email to this person.
ELMSADV-258: Email Report Message - Add a personal message to the email body when sending the report via email
ELMSADV-260: Draft Customer Specifications - Added a customer specification report with no signature lines. This is used for general estimates.
ELMSADV-261: Job Type Summary Report - Created enterprise report for analyzing leads and sales per job type.
ELMSADV-265: Alert Window- Added alert window to the user specific home page. Alerts will be generated by different events in the ELMS Systems and this window is used to bring the users attention to specific events.
ELMSADV-266: Estimate & Phases - Added phase dropdown to the estimate worksheet. Users can toggle between the different phases. The task categories and task window reflect the phase selection. The phase selection is removed from the estimate list.
ELMSADV-267: Lead Source Summary Report - Update report information.

Bug Fixes:

ELMSADV-254: Authorized Check Error. ELMS administrators are not able to view leads assigned to other salespersons.

NA: - Date validation on vendor quotes - Error when inserting null date

NA: - Date Validation on change order - Error when inserting null date

NA: - QuickBooks Interface now identified via QuickBooks icon

NA: - Assigning leads to salesperson in lead worksheet will update the lead status to assigned and allow create job link.

Na: - Show sales person on job list and lead list
edited by ELMS on 3/13/2010]]> Mon, 08 Mar 2010 10:29:24 GMT http://forums.elmssoftware.com/topic54-version-122--february-2010.aspx Topic "Version 1.2.2 - February 2010" a message from ELMS Version 1.2.2- February 2010

Features:

ELMSADV-202: To-Do List - Added to-do list functionality to the personal information manager

Enhancements:

ELMSADV-79: Preferred method of contact. The lead should contain a field that identifies the best method of contactating protential customers - this will include time of day also.
ELMSADV-86: Update lead source - Allow user to maintain list of lead sources
ELMSADV-100: Lead status filter - Add status filter to lead list on leads sheet
ELMSADV-171: Default Task Database - Clean up task database and enhance infomration to

added default selection indicators
added default auto-calc
added 2nd line of description
Customer Spec & Detailed Estimate reports updated with description-2 line

ELMSADV-204: Create Estimate in QuickBooks - Create estimate from the 26 categories - Creates estimate with 26 line items with respect to the 26 different task categories.
ELMSADV-209: Scroll task database list - Removed the paging in the task database list in the Admin section.
ELMSADV-210: Date and Calendar popup - All date entry in ELMS Advantage Online utilizes the popup calendar.
ELMSADV-216: Link to customer lead in job folder - Create a direct link to the lead information in the job folder.
ELMSADV-219: Send project information to QuickBooks - project and job information is sent along with the customer information.
ELMSADV-232: AutoSync Calendar - Option added to the user profile to auto sync your calendar each time you log into the ELMS Advantage Online.
ELMSADV-235: Task count on category LIst - The estimate screen shows the number of tasks in each category.
ELMSADV-236: Detailed Customer Spec Report - Created a customer speci report that show the additional notes and instrucitons. This will aid in 203K load process
ELMSADV-251 - Task List Sub-category - Added sub catetegory to tasks to alow for easier location and also aids in the ability to create customer sub-categories.

Bug Fixes:

ELMSADV-180: Lose Contact Information - Contact and note information disappear when refreshing the lead screen
ELMSADV-182: Updating User Assignments - Non - Admin persons can view jobs / and leads from other persons. Users can update lead information from this page and re-assign the lead to themselves.
ELMSADV-190: Report Viewer in Admin Section - The link to the report viewer webform is not addressable from within the admin section.
ELMSADV-211: Create Invoice Error - Error produced when creating invoice from a contract that is not sold. There should be a check and message if the contract is not sold and trying to create an estimate.
ELMSADV-221: Auto Calculate Quantities - The logic for the auto calc is not working correctly.
ELMSADV-223: Delete Estimate - Estimates are prevented from being deleted if they are used in any contract. However- the system is removing all the tasks from this estimate and the estimate totals still reflect the tasks that where deleted.
ELMSADV-224: Task Specific Markup - Selecting the check box for task markup does not enable the amount field for the markup - propose that markup amount field is always avaiable
ELMSADV-229: Google Calendar Sync: There has been an instance where google sync has made duplicate calendar entries. Is there a way to which items already have been synced. Only sync forward for a specified two weeks.
ELMSADV-230: Job LIst - The date sold and end date are not being displayed in the job list
ELMSADV-234 - Not updating task category list - When inserting a template on the Estimate screen, the only task category sum that is updated is the current category
ELMSADV-67 - Manage Users - prevent users from disabling all users in their company. Also verify that there is at least a single user with admin rights

Please contact me with any questions or concerns
edited by ELMS on 2/15/2010
edited by ELMS on 2/15/2010]]> Thu, 11 Feb 2010 10:39:42 GMT http://forums.elmssoftware.com/topic51-design-build-contract.aspx Topic "Design build Contract" a message from ELMS Remodelcrazy wrote:

ELMS wrote:

There is currently an option for putting a credit amount in the contract builder on the right side of page under the deposit amount. Both the credit and deposit affect the bottom line contract amount and both are optional. Does this do what you where thinking about?

There is a design contract available on the lead screen. This is used to authorize the remodeler to proceed with design of the project. We are planning on building the report writer for altering the contracts and other reports. Our first step is going to allow export to MS Word and allow updates from there. We are setup to allow for customized reports and will be happy to create and customized report if you want to send us the report(s) your currently use.]]> Tue, 26 Jan 2010 11:33:27 GMT http://forums.elmssoftware.com/topic53-copy-an-existing-template.aspx Topic "Copy an existing Template" a message from ELMS Tue, 26 Jan 2010 11:27:55 GMT http://forums.elmssoftware.com/topic53-copy-an-existing-template.aspx Topic "Copy an existing Template" a message from Remodelcrazy Sat, 23 Jan 2010 14:14:22 GMT http://forums.elmssoftware.com/topic51-design-build-contract.aspx Topic "Design build Contract" a message from Remodelcrazy ELMS wrote:

Sure does Scott.. Can you add a Design contract?? Also the existing remodeling contract will have to be editable or you will need the ability to insert different contracts from the one you have in the system currently.. The two states we work in requires mandatory wording in their contracts and vary in both states]]> Sat, 23 Jan 2010 14:13:11 GMT http://forums.elmssoftware.com/topic52-lock-up-feature.aspx Topic "Lock up feature" a message from ELMS Sat, 23 Jan 2010 11:46:54 GMT http://forums.elmssoftware.com/topic51-design-build-contract.aspx Topic "Design build Contract" a message from ELMS Sat, 23 Jan 2010 11:45:31 GMT http://forums.elmssoftware.com/topic52-lock-up-feature.aspx Topic "Lock up feature" a message from Remodelcrazy Sat, 23 Jan 2010 11:04:43 GMT http://forums.elmssoftware.com/topic51-design-build-contract.aspx Topic "Design build Contract" a message from Remodelcrazy Sat, 23 Jan 2010 10:58:33 GMT http://forums.elmssoftware.com/topic50-automatic-calendar-sync.aspx Topic "Automatic Calendar Sync" a message from ELMS Wed, 20 Jan 2010 00:28:15 GMT http://forums.elmssoftware.com/topic50-automatic-calendar-sync.aspx Topic "Automatic Calendar Sync" a message from Remodelcrazy Tue, 19 Jan 2010 17:05:22 GMT http://forums.elmssoftware.com/topic49-version-121--january-2010.aspx Topic "Version 1.2.1 - January 2010" a message from ELMS
Enhancements:

[ELMSADV-197] - Jobs - Added field to the selection record for vendor or manufacture information.
[ELMSADV-74] - CRM - Added spouse name field to the lead record
[ELMSADV-74] Spouse Name
[ELMSADV-74] - CRM - Added Email Opt Out flag to the lead record.
[ELMSADV-74] - CRM - Added No Call Indicator to the lead record
[ELMSADV-74] - CRM - Reformat of the lead entry screen
[ELMSADV-74] - CRM - Added second email to lead information
[ELMSADV-74] - CRM - Added website to the lead information
[ELMSADV-74] - CRM - Enhance lead status to aide in the sales process - added status to identifiy phone contacts and appointements
[ELMSADV-194] - Admin - Upgrade Template Management to show full list of task rather than use paging
[ELMSADV-143] - Jobs - Added enterprise level report "Work In Progress Report
[ELMSADV-201] - Jobs - Enhanced and reformatted the Detailed Estimate Report. This enhancment included a fix on the margin calculation.
[ELMSADV-128] - Web Site - All phone number entry fields supports a mask to ensure the following phone number format: 999-999-9999

Bug Fixes:

[ELMSADV-205] - Accounting - Accounting transaction resend will now properly set resend flag
[ELMSADV-206] - Accounting - Update off accounting config in administration correctly initializes data.
[ELMSADV-187] - Jobs - Fixed script error being seen on Selections page after reporting
[ELMSADV-198] - CRM - Lead Source of Referral no longer being reset back to none
[ELMSADV-199] - CRM - Entering a new lead will save the notes on the lead notes
[ELMSADV-200] - Jobs - Fixed Type-o in vendor bid request template
[ELMSADV-196] - Web Site - Replaced "cancel" button on popup window to "Ok" button

Please contact me with any questions or concerns

Scott Gerold
scott@elmssoftware.com
edited by ELMS on 1/17/2010
edited by ELMS on 1/17/2010
edited by ELMS on 1/17/2010]]> Sun, 17 Jan 2010 12:56:05 GMT http://forums.elmssoftware.com/topic48-estimate-description.aspx Topic "Estimate Description" a message from Remodelcrazy ELMS wrote:

You can go ahead and create the copy - The name and description are defaulted with the word copy - Select the "edit" link on the copy estimate and this will provide a pop-up that will allow you change the title and description.

Thanks]]> Thu, 14 Jan 2010 13:33:28 GMT http://forums.elmssoftware.com/topic48-estimate-description.aspx Topic "Estimate Description" a message from ELMS Tue, 12 Jan 2010 14:48:33 GMT http://forums.elmssoftware.com/topic48-estimate-description.aspx Topic "Estimate Description" a message from Remodelcrazy Mon, 11 Jan 2010 15:45:37 GMT http://forums.elmssoftware.com/topic47-version-12--general-release.aspx Topic "Version 1.2 - General Release" a message from ELMS Mon, 14 Dec 2009 17:38:14 GMT http://forums.elmssoftware.com/topic29-material-list.aspx Topic "Material List" a message from ELMS Remodelcrazy wrote:

Scott any luck with adding the material list feature?

Rory - We are in the process of cleaning up the tasks that come with the default database. There are over 2700 tasks. As part of this clean-up process we are adding addtional data to support the material list. Once this task clean-up is complete, we will be able to easily produce a material list.]]> Mon, 14 Dec 2009 14:40:49 GMT http://forums.elmssoftware.com/topic46-what-is-the-open-development-plaform.aspx Topic "What is the open development plaform?" a message from ELMS bug and issue lists are available for viewing by the public. ELMS Software relies on the user community to tell us what enhancements and features to work on and what issues are most important to them.]]> Mon, 14 Dec 2009 14:35:00 GMT http://forums.elmssoftware.com/topic29-material-list.aspx Topic "Material List" a message from Remodelcrazy Sun, 13 Dec 2009 21:46:33 GMT http://forums.elmssoftware.com/topic45-chrome-browser.aspx Topic "Chrome Browser" a message from ELMS Sun, 13 Dec 2009 19:57:42 GMT http://forums.elmssoftware.com/topic5-performance.aspx Topic "Performance" a message from ELMS fickert wrote:

How is the new release coming for the change to the estimate entry?

Lee - This release will be available this week - We are very happy with the results and you will find an enormous increase in usability. Thank you very much for your observations and comments.]]> Mon, 07 Dec 2009 00:20:38 GMT http://forums.elmssoftware.com/topic5-performance.aspx Topic "Performance" a message from fickert Fri, 04 Dec 2009 07:32:51 GMT http://forums.elmssoftware.com/topic45-chrome-browser.aspx Topic "Chrome Browser" a message from Remodelcrazy Tue, 24 Nov 2009 18:34:37 GMT http://forums.elmssoftware.com/topic44-selections.aspx Topic "Selections" a message from ELMS fickert wrote:

Can we look at a way to link the selection cost to the estimate or contract cost. There is no change to the contract or estimate amounts based off the final selection amounts. Also when there is an allowance item it is not reconized on any of the estimate reports. It would be nice to have the allowance items and notes listed in the estimate report.

Yes - the next step is to automatically create a change order(s) from the approved selection]]> Fri, 13 Nov 2009 10:20:57 GMT http://forums.elmssoftware.com/topic44-selections.aspx Topic "Selections" a message from fickert Fri, 13 Nov 2009 06:37:35 GMT http://forums.elmssoftware.com/topic43-11102009--version-1108--beta-release.aspx Topic "11/10/2009 - Version 1.1.08 - Beta Release" a message from ELMS
Enhancements:

ELMSADV-129 - Add additional project tab to display a list of allowances
Items that were allowances in the estimate could move to this page Track allowance totals Write in allowance specifications for final selections Create a report to send to a client for them to review the final selections and confirm there product selections. Final cost of the allowances could then be added to the contract price and added to the payment schedule. ELMSADV-77 - Agreement to proceed with Design
Create a letter that the owner agrees to the terms to be able to go to design

ELMSADV-142 - Map and/or street view
Add button to view Google map of location. Likely to be done from the lead screen

ELMSADV-135 – Accounting Interface for contract draws
Generate invoices for accounting from contract draws (QuickBooks)

The following links are available to view interactive demos (these links are currently not available to the public)

· Using Microsoft Maps
· Integrating Project Allowances & Selections
· Getting Started Using ELMS

As always, we encourage you to participate in our discussion forum where you can request functionality, see what others are requesting, and discuss the application. Please register in the forum and participate. Give your ideas a chance to be implemented.

View our online development portal where you can view what is being worked on , what is in the queue, and the direction of ELMS Advantage online. Select the ELMS Advantage Online project to view the working tasks.

Remodel Crazy website and associated forums is an excellent source of information about what is going on in the industry. Learn what your peers are saying and possible catch ELMS participating in the forums.

Note: New beta user sign-on will be available in the next 48 hours.

Please contact me if you have any questions or problems with this release.

Thank you

Scott Gerold
Elms Software, LLC
www.elmssoftware.com
(800) 823-4158]]> Tue, 10 Nov 2009 15:46:53 GMT http://forums.elmssoftware.com/topic32-map.aspx Topic "Map" a message from ELMS fickert wrote:

Can we look at adding a link to map quest on the jobs tab that will link off the company info as the main address and give direction to job sites. Link off the vendors address when we send them a request for bid. Sick of giving directions

Lee - This is exactly what I did - The Get directions button will provide address and info on left and show driving directions visually on the map - Should be here real quick]]> Sun, 08 Nov 2009 20:35:23 GMT