Latest Version: 9.5.0
Filename: idowpe_upgrade_95.exe
Size: 2.82 MB
Estimated Download time: 00:00:40 (Cable/DSL)
00:05:00 (Dial-up 53.3 kbps)
Who should download? All iDo professional customers.
What's New? iDo All forms: Added ability to 'Show'/'Hide' notes in all grids. Right-click on grid and select 'Show notes' or 'Hide notes' in the popup menu.
iDo All forms: Pressing F5 will update all grids.
Contracts Contracts: Added 'Active' checkbox.
Contracts Contracts: Changed Filter from 'Signed' and 'Unsigned' to 'Active' and 'Inactive'.
Occasions Occasions: Enter key in the Notes field works as expected.
Finances Finances: Sort order is arranged by date, 'Newest on Top'.
Users Users: Added client access security. iDo Users can be assigned or unassigned to clients.
Options Options: Added 'Australia' to Google Maps functionality.
Options Options: 'Task Time Frame' dropdown is now updateable.
Options Options: 'Paid by' dropdown is now updateable.
Options Options: Added 'Report Caption' table. Allows customers to change any report's column headers.
Contacts Contacts: Added 'GENDER_FG', 'CHILD_FG' to Contact records.
Contacts Contacts: Updated import logic to include additional fields: Phone 2, A-B, Friend of, Gender, Child, Out of Towner, Notes.
Invitations Invitation form: Enter key in the Notes field works as expected.
Invitations Invitations/RSVPs: Added informational graphics to the Invitations and RSVPs forms to guide user to first add Contacts, then Invitations, then RSVPs can be managed.
Attendees Attendees: Added new feature in Attendees called 'Tentcards'. Tentcards produce wording to be used for reception placecards, indicating attendee names and table numbers. Integrates with PrintJobs.
Checklists Checklists: Added ability to right-click and 'Refresh Due Dates' based on the spotlight occasion's date.
Checklists Checklists: Added ability to right-click and 'Refresh Sort Order'' based on the current list of tasks.
Checklists Checklists: Sort order is now updated by pressing 'Ctrl+Up' or 'Ctrl+Down'. Sort order is saved automatically.
Budget Budget: Added 'Open calculator' link on the command bar.
Vendors Vendors: Updated Vendor Excellence ratings to; Excellent, Very Good, Good, Fair, Poor, Unknown.
Vendors Vendors: Added ability to associate document with a specific notebook entry for quick access. Any file on the network can be associated.
Notebook Notebook: Sort order is arranged by date, 'Newest on Top'.
Notebook Notebook: Added ability to associate document with a specific notebook entry for quick access. Any file on the network can be associated.
Notebook My Notebook: Added 'My Notebook' which allows notes that are private to the current user.
Reports Reports: Renamed report extensions to have number precede report.
Reports Reports: Added Contract summary report.
Reports Reports: Added Invoice summary report.
Reports Reports: Invoice report now will produce a receipt if the invoice has been paid.
Reports Reports: Added 'AddressLines1', 'AddressLines2', 'AddressLines3', 'AddressLines4', 'AddressLines5', 'AddressLines6' to the Invitation's CSV report. This is done to work with some printing companies file specifications.
Reports Reports: Added new filters to Invitations.
Reports Reports: Added new filters to RSVPs.
Reports Reports: Added 'Sort Order' column to the Attendees CSV report.
Reports Reports: Improved existing Hotels report. The address and contact information are printed in the header row of each hotel.
Reports Reports: Added new Budget report; Grouped by Payer.
Reports Reports: Added 'Custom' reports.
iDo Changed visual aesthetics on forms and navigation bars.
iDo Added file dependencies: ccrpftv6.ocx, msinet.ocx.
iDo Upgraded to Flash9e.ocx.
Get Flash 9 Player

Latest Version: 9.0.361
What's New? Updated the Contracts form's command bar captions.

Latest Version: 9.0
What's New? Vista Compatible.
Digital Signature on all files.
F1 help is online.
Forums button added to bottom of iDo...Vote, Talk, Share at forums.elmsoftware.com
Added 'Active' field to Occasion. Only 'Active' occasions are shown when browsing for occasions.
Added 'All Active Occasions' tab to Checklists. When clicked, grid shows all tasks pertaining to all active occasions grouped by 'Mon Year.'
Added ability to delete client, contract, and occasion and delete all related records. Before this release, if there was any information 'tied' to a client, contract, or occasion, messages would appear stating that the delete could not occur because of related records. Now, when you delete a client, contract, or occasion, you will be prompted with a message and when confirmed will delete all information related to the client, contract, or occasion.
In Timelines, added 'Delete All' menu item when grid is righ-clicked.
Updated database form. A database location can now be typed in the database field. This facilitates VPN connection strings that are usually represented by numbers.
Ex: \\55.202.10.205\Database\idowpe.elmdata
Home screen redesigned.
In Options, under iDo System Settings, added France, Spain, Germany and Italy as home country selections.
Added 3 new table types to Table Layout. Square, Rectangle Tall, Rectangle Wide.

Latest Version: 8.5
What's New? Added new Calendar control with reminders capabilities.
Updated Search to instantly filter grid upon typing keystrokes.
Added 'Email 2' field to Client.
Added ability to add Vendor specific notes.
Added ability to custom the sort order of task lists.
Changed Occasion selection screen to group by 'Current' and 'Past'.
Added ability to print 'Custom' Finance reports. You can filter by Transaction category as well as specify a date range.
Upgraded to Flash9b.ocx.

Version: 8.1.322
What's New? When copying checklist templates, the Due Date is automatically assigned based on occasion date and timeframe.
Added new tab control.
Tabs do not allow reorder.
Added ability to populate a Contract that is an Excel Spreadsheet. Must have an .xls extension.
Add new Estimate column for budget expenses.
Screen resolution message now appears for computers with 800 x 600 resolution during Welcome screen.
Integrated with PrintJobs.
Dropdowns sorted alphabetically.
Upgraded to Flash 9.

Version: 8.0.300
What's New? Label Report: Vendors to Occasion updated.
Contract form updated.
In 'Clients', Map feature updated.
Logic to work with Canadian addresses added. In 'Options', set system setting 'Map: Country' equal to 1 which denotes Canada.
Reports are written to appropriate output folders.
Welcome message on first time Login form updated.
Added Compose Invitation report.

Version: 8.0.263
What's New? Budget form updated. Added an 'Actual' column that represents the summation of the 'Due' and 'Paid' columns. The 'Actual' column appears in the report 'Estimates vs. Actuals' as well.
Added Checklist report named 'Custom Filter'. Prompts for date range and specific occasions to print.
Added five iDo 'System Settings'.
1) Invoice: Sign-off
2) Invoice: Sign-off bold
3) Invoice: Sign-off italic
4) Invoice: Footer text
5) Invoice: Footer text italic
Added vendor category filter to Vendor form.

Initial Release: 8.0.207