TipsTrade Broking Applications

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Revision as of 11:09, 7 September 2018 by Baylyj (talk | contribs) (v.2.22.6824.21820)
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Release Notes

2.22.*

Version Date Notes
2.22.6824.21820 07/09/2018
  • Add: Toolbar button to drag all photos into another application (eg. WhatsApp web) from the Photos tab of the ticket viewer.
    This also copies the WhatsApp message to the Clipboard.
2.22.6823.29108 06/09/2018
  • Add: Location to the vehicle details when creating a WhatsApp message.
2.22.6796.21525 10/08/2018
  • Add: Option to copy detailed vehicle information to the clipboard, from the Ticket Options menu. Titled "Create WhatsApp Message".
  • Add: Lock ticket when a sale agreement is created, to prevent other people editing it.
  • Fix: Bug where ticket would be unlocked when editing.
2.22.6786.27107 31/07/2018
  • Fix: Don't allow ticket to be edited if somebody else is currently creating a sale agreement.
2.22.6767.28758 12/07/2018
  • Add: Ctrl+Q keyboard shortcut to active the Vehicle Quick Search textbox.
  • Add: Valuation Anywhere Vehicle Options.
  • Add: Optional auto-saving of photos. When the toolbar option is selected, a photo will be saved immediately after being added.
  • Fix: Valuation Anywhere history chart showing no data.
  • Fix: Don't allow dragging photos when editing a ticket.
  • Fix: Don't allow vehicle service history to be edited after the ticket has been sold.
2.22.6757.28592 02/07/2018
  • Fix: Error that sometimes happened when refreshing a ticket.
  • Fix: Bug where photos couldn't be added due to the deferred photo loading.
2.22.6754.28645 29/06/2018
  • Update: Defer loading photos on tickets until the Photos tab is clicked. This should speed things up when on a slow internet connection.
  • Fix: Bug where Service History could be edited after a tickets was sold.
2.22.6750.31381 25/06/2018
  • Fix: AutoTrader search. Now works with un-coded tickets and hybrids.
2.22.6745.28404 20/06/2018
  • Add: Option to increase the amount of time before a Database request times out.
  • Add: Option to create an invoice from the ticket viewer screen.
2.22.6739.18818 14/06/2018
  • Add: Allow PDF documents to be dragged onto a ticket as photos. Each page is converted to a photo so it can be redacted or cropped.
  • Add: Allow any file to be dragged onto a ticket. Depending on the type, it will be added as an photo or file attachment.
  • Add: When adding multiple attachments, items can be duplicated.
  • Update: Allow month to be optional when searching by Ticket ID. eg. JM1300, instead of 06JM1300.
  • Update: On the "Edit Photo" window, use radio buttons instead of a drop-down list, so it's more obvious that a photo type can be selected.
  • Fix: Use correct rotation when saving multiple photos from a dragged email.
2.22.6733.29347 08/06/2018
  • Update: New dialog for running statements provides better functionality
  • Fix: Failover when a CarweB lookup fails.
2.22.6729.22314 04/06/2018
  • Add: Ability to add multiple attachments from an email to a ticket - Drag the email from Thunderbird onto the Attachments tab.
  • Add: Ability to hide the "Vehicle has been faxed/removed" message when opening a ticket.
  • Add: Flag to indicate whether a Web User has accepted the GDPR opt-in.
  • Add: Allow messages sent to be "Followed up", from the History & Messages tab.
  • Fix: Error with multiple popups being displayed when adding photos to a ticket.
  • Fix: Don't block the source program when drag-dropping a photo onto a ticket.
2.22.6683.24350 19/04/2018
  • Add: Ability to rotate photos after they've been uploaded.
  • Add: Ability to redact areas of photos.
2.22.6682.18878 18/04/18
  • Add: Drag-drop support from Whatsapp Web, etc.
  • Add: Drag/drop & Pasting images onto the CarweB lookup window to lookup the vehicle automatically.
  • Fix: Various bugs
2.22.6667.17194 03/04/2018
  • Add: Ability to drag the crop area when adding/editing a photo.
  • Fix: Ambiguous dealerships address fields when editing the address manually.
2.22.6659.29000 26/03/2018
  • Add: Vehicle details to credit notes in Invoice lists and on Statements.
  • Add: Option to set the Primary photo for a vehicle on the website - right click on the photo in the Ticket viewer.
2.22.6652.32393 19/03/2018
  • Add: Ability to view and add messages for tickets in the Invoice queue.
2.22.6648.29191 15/03/2018
  • Add: Mult-User flag for vehicles the have been as lease/hire, etc.
  • Add: Check for MOTs that have been done early (<34 months), and MOTs done within 8 months of each other.
  • Add: Prompt to ask for number of cables for Electric/PHEV/Hybrid vehicles.
2.22.6626.18457 21/02/2018
  • Add: Brokers are now included in the contact search when sending ticket details by email or SMS.
  • Add: Option to reset the current selected contact in the send Email/SMS window.
  • Update: All emails generated by the software now are prefixed with TipsTrade to aid recipients to sort and filter them.
  • Fix: MOT lookups not working for vehicles which have had not MOT.
2.22.6611.32868 06/02/2018
  • Add: Sending Guaranteed Underwrite documents.
  • Fix: Plethora of bugs that have arisen due to MariaDB 10.2 upgrade.

2.21.*

Version Date Notes
2.21.6597.25756 23/01/2018
  • Add: VRM to subject line of Sale Agreement emails.
  • Add: Time Frame and an optional contact to bids.
  • Update: Allow bids to be viewed for any ticket at any time.
  • Update: Use the same "Contact Selection" method as is used for looking up VRMS for adding bids and sending SMS/Emails.
  • Fix: Don't allow Sold/Remove Pending to be clicked when editing a ticket.
2.21.6584.27037 10/01/2018
  • Add: Reasons for the "Probable Import" text being set.
  • Fix: Reduce Timeout for Valuation Anywhere lookups to 30 seconds.
  • Fix: Import flag not checked when text "Probable Import" is set.
2.21.6561.22607 18/12/2017
  • Update: Show as much of the Web User toolbar in contacts as possible.
  • Fix: Don't match vehicle VINs if the value is "NULL".
2.21.6549.22941 06/12/2017
  • Add: Warning that a web user has unsubscribed themselves.
  • Add: Name of person who has created the sale agreement in the Ticket Editor.
2.21.6544.28024 01/12/2017
  • Add: Option to make right-click dial use a local SIP client.
  • Update: Only show the text "Probable Import" on a ticket if any criteria is matched.
  • Update: Include more extensions in the call log.
2.21.6543.28616 30/11/2017
  • Add: Book month that a CAP lookup was done.
  • Add: Date of 1st registration in the UK, probability of the vehicle being an import, date of import to the ticket.
2.21.6534.23067 21/11/2017
  • Add: Show matching Copart auction listings when looking up vehicles.
  • Update: Use new search-as-you-type address lookup. you can now type any part of the address.
  • Update: Allow distance search for towns as well as postcodes.
  • Update: Force photo requests SMS to use TipsTrade as the sender ID.
  • Update: Remove any mention of fax numbers.
  • Fix: Incorrect ticket ID used when creating an import ticket
  • Fix: UI bugs
  • Fix: Allow sale agreement to be recreated even if a dealership has been deleted.
  • Fix: Use [User Name] t/a TipsTrade as the company name on documents.

2.20.*

Version Date Notes
2.20.6491.28714 09/10/2017
  • Add: Menu option on the Ticket Viewer for sending Photo Requests.
  • Fix: Rotate iPhone photos so they're displayed correctly.
  • Fix: Don't use the registered company name as the payee for cheques.
2.20.6474.19657 22/09/2017
  • Add: Button to create a blank ticket for Imported or Un-registered vehicles.
2.20.6473.16869 21/09/2017
  • Fix: Google Maps errors.
  • Fix: Remove sort when refreshing contacts.
2.20.6463.30060 12/09/2017
  • Add: Search for recent tickets for a dealer from the phone book grid and CarweB lookup screen.
  • Add: Accounts generation in the self employed (Fees & VAT) screen.
  • Update: Exclude Cat C/D vehicles from AutoTrader search results.
  • Fix: Shrinking filter textboxes.
  • Fix: InvalidCastException when opening a very old ticket that has been sold.
2.20.6458.22223 06/09/2017
  • Fix: MOT enquiry, again...
  • Fix: Call log from Ticket Viewer.
2.20.6453.18449 01/09/2017
  • Add: Recent calls to Notes & Bids - shows calls made since yesterday.
2.20.6428.17808 07/08/2017
  • Add: "Use as destination" button for dealerships on the Tickets Location tab.
  • Add: Multiple route options to the Tickets Location tab.
  • Fix: Remove AdminOnly nominal codes from the Cashbook.
  • Fix: Don't try to show broker bids in the list of dealership on the Tickets Location tab.
  • Fix: Fatal error when modifying Cashbook Allowances.
2.20.6418.32987 28/07/2017
  • Update: When looking up vehicles, search for previous tickets by VIN too.
  • Update: Use the TipsTrade WebService to make DVLA enquiries.
2.20.6409.27537 20/07/2017
  • Fix: Cashbook bug caused by MariaDB 10.1.25
  • Update: All textboxes in toolstrips now have a clear button.
2.20.6388.26865 28/06/2017
  • Add: Service history editor
  • Add: Service history to the timeline
  • Add: Last MOT mileage to the ticket.

2.19.*

Version Date Notes
2.19.6382.27171 22/06/2017
  • Fix: Add-hoc invoices being emailed to unverified contacts.
  • Fix: Include calls made from softphone (4nnn) extensions in the call log.
2.19.6380.24123 20/06/2017
  • Add: Graphical timeline to the vehicle history.
  • Add: Left-click to vehicle history grid to show the advisories, etc.
2.19.6379.24640 19/06/2017
  • Fix: Allow Fees & VAT to be opened even if no VAT returns have been created.
  • Add: Vehicle history tab on ticket viewer that shows MOT & owner history.
  • Update: Replace MOT advisory checkbox with MOT alert text.
2.19.6374.29551 14/06/2017
  • Update: Automatically lookup a vehicle's MOT history.
  • Add: SORN and MOT advisory fields.

2.18.*

Version Date Notes
2.18.6362.15225 02/06/2017
  • Update: Change database hostname to facilitate automatic failover
2.18.6359.18052 30/05/2017
  • Add: Check for duplicate dealerships
2.18.6340.16206 11/05/2017
  • Update: Don't show condition details on invoice
  • Fix: Include credit notes on age debtors
  • Fix: Allow floating point BHPs from Valuation Anywhere
2.18.6285.16885 17/03/2017
  • Update: SSL is required for all database connections
2.18.6271.28468 03/03/2017
  • Fix: Incorrect cropping when adding new photos
  • Update: Handle mailto URIs when dropped onto the Disable Web User button
  • Update: Add Valuation Anywhere button to the main window
  • Update: Add drag-drop adding of contacts - just drag the email from Thunderbird onto the Add Contact button
2.18.6268.30870 28/02/2017
  • Fix: Incorrect geocoding of some addresses - force the region to be UK
  • Fix: Handle unexpectedly large photo attachments
2.18.6262.19695 22/02/2017
  • Update: Add Drag-Drop support for disabling web users - just drag the email from Thunderbird onto the Disable Web User button
  • Update: Limit the number of docked Tickets that can be opened at any one time
  • Update: Add Windows menu items for closing all docked tickets
  • Update: Add Windows menu items for closing all ticket search results windows
2.18.6248.17642 08/02/2017
  • Update: Add option for enabling instant notifications for new tickets
  • Update: Add button to paste VRM/VIN into the CarweB lookup form
2.18.6241.18870 01/02/2017
  • Add window for self-employed brokers to view previous VAT returns & Fee invoices
  • Update: Add Sale Agreements & Invoices to Attachments tab on the Ticket Viewer
2.18.6233.22822 24/01/2017
  • Update: Add gained/lost statistics to dealership overview - compares the difference between the Original Underwrite value and the Sale Price
  • Update: Add instant notifications when a ticket is coded
2.18.6228.27947 19/01/2017
  • Update: Add list of web users who have viewed a ticket
  • Update: Implement better drag-drop for adding attachments
  • Update: Implement better Published system
2.18.6172.28631 24/11/2016
  • Update: Add new messaging system
  • Update: Move Age Debtors to Debt chasing form

2.17.*

Version Date Notes
2.17.6019.18884 25/06/2016
  • Update: Add web link when sending vehicle details
  • Fix: AutoTrader search year field
2.17.5862.19582 19/01/2016
  • Update: Information pack to remove reference to brochure
  • Update: PDF logo and colours
2.17.5820.19446 08/12/2015
  • Fix: Don't allow null contact to be edited if none is selected
  • Update: New browser plugins
  • Add: DVLA MOT lookup
2.17.5759.33600 08/10/2015
  • Add: Published vehicles list to Notes & Bids and Phone Book
  • Add: Select type of photo attached to ticket
  • Add: Diesel-gate option in ticket editor
  • Add: TipsTrade Live ticket notification in systray