RDB Pro Net Client for Windows
Including RDB ProNet Client , CV Reader Monitor, RDB Document Indexer, Outlook Sync Tool, Database Update Wizard
Revision History
5.0 Service Release 4 - January 2016
5.0 Service Release 3 - November 2015
5.0 Service Release 2 - September 2015
5.0 Service Release 1 - August 2015
Version 5.0 Release - June 2015
4.0 Service Release 5 - 17/09/2014
4.0 Service Release 4 - 31/07/2014
4.0 Service Release 3 - 10/07/2014
4.0 Service Release 2 - 08/05/2014
4.0 Service Release 1 - 02/05/2014
Version 4.0 Release - March 2014
Service Release 3.4.5 - December 2013
Version 3.4.3 - September 2013
1. New Explorer bar shortcuts will need to be added to the Explorer Bar (Right Click, Add) if you are using Saved Form Designs or Saved Explorer Bar Settings.
2. Where Grid Views have been altered to be Customisable then the saved Grid View may need to be reset. Actual Columns present in the new default View may differ from previous versions.
3. Please review this document and other upgrade documentation carefully prior to upgrading. We recommend that you carry out the upgrade in a test environment first, and validate your customisations prior to upgrading your live systems.
4. With version 3.4.5 we have introduced Client Service Releases
to enable us to deliver fixes and functionality quickly to users. A Client
Service Releases will be compatible with the same Major and Minor Version of the database
and will not require a database upgrade. So for example if the database is
version
3.4.1
(Major=3, Minor=4 and Build=1) and we release Client Service Release version 3.4.2
this would be compatible with the Database Version 3.4.1.
5.0 SQL Hotfixes
Sql Hotfixes available from the Rdb Store. These hotfixes will be included in the next full release.
Changes include:
* Applicant Awr Clock Calculation - Performance
Improvements.
* Grid Report - Availability Check - Bugfix in Notebook Logic
causing fewer or 0 Applicants to be returned.
* Client Contact - An email
address which is primary can now be deleted by clearing the primary email
address, saving and then deleting the phone record.
* Plugin Packages -
Prevent global plugin types being assinged to a specific user.
* Managers
Report Optimisations.
* Contract Report Nationality Bugfix.
* Fixed
missing table tag in Consolidated Contact Interviews Html generator.
*
Unable to Delete a Job even after clearing all people from the Review List.
* Performance Improvements when Loading Notebooks.
* AWR Parity Information
Request and Repeat Request should only look for Placements that are still
running.
5.0 Service Release 4 - January 2016
Included Applications:
RDB ProNet Client
RDB Outlook Sync
RDB ProNet Client
(5.0.3.401) Improvement Contact Canvassing Screen - Added the following tabs: Contact Notes, Contact Custom Columns, Client Attributes, Client Notes and Client Custom Columns.
(5.0.3.401) Improvement Timesheet Analysis Report - Added option to report by specific date range.
(5.0.3.401) Improvement When adding an address to an applicant, if this is the first address it will be set as the location automatically providing the location is not already set.
(5.0.3.400) Bugfix When filtering the notebook grid in client search match results screen switching between records, an error would occur if the next notebook did not have any items meeting the filter criteria.
(5.0.3.400) Improvement RDB Outlook Sync - improvements to Email folder enumeration methods.
(5.0.3.400) Bugfix A column called "Row" in the Notebook keeps reappearing even after you hide it.
(5.0.3.400) Bugfix Translate Search Range field names such as "Assessment Date (Range)".
(5.0.3.400) Bugfix Applicant Cardview - language translations being overriden by Grid Serialization.
(5.0.3.400) Bugfix Toolbar Ribbon - if you customise the Ribbon and delete a Group you would get an error : Error encountered while serializing data into stream.
(5.0.3.400) Bugfix Applicant Search Results Screen Refresh button has been hidden as it did not refresh the list. To refresh the search result list you should press the Run button on the Search Match Screen, or rerun your last search if you have arrived from a different screen.
(5.0.3.400) New There is an Option to Hide Awr Controls in the System Owner / Global Settings for those that do not need Awr.
(5.0.3.400) Bugfix Invoice index when printing multiple invoices the popup goes off screen. When highlighting multiple invoice and clicking print, The popup which appears asking if you would like to mark as issued appears but it goes off screen.
(5.0.3.400) Bugfix Typo in Plcement Reports screen - Payemeny Frequency.
(5.0.3.400) Bugfix Main Index and other indexes - if you use Autofit Columns in the User Preferences/Grid View Styles, then each time the Grid refreshed the leftmost column would grow in width by 1 pixel. We have chaged the Autofit behaviour to Extend the rightmost column rather than trying to fit all columns into the allocated space. If necessary the layout wil oveerflow the allocated space and put a horizontal scrollbar in place.
(5.0.3.400) Bugfix Open Notebook Types & Templates screen. 2. Select an existing entry that already has a subject line filled in. 3. Click New Notebook Item, the fields on the right are all cleared but the Subject line still displays the subject line from the previously selected notebook item.
(5.0.3.400) Workaround To prevent the document editor from switching input keyboards when the text in a document is marked as being in a language other than the default, and where the user has a keyboard installed for that language, we have added a workaround setting in the Spellchecker Options Screen called "Force Null Culture". The effect is to set the proofing language for any documents you edit to be Null, which will mean that the keyboard will not switch. It does mean you lose the abilty to proof documents which are in multiple languages - as the default dictionary will be used for proofing the entire document. One alternative approach is to use the Windows Key + Space to quickly switch your input language when needed. Another is to use the More Button/Proofing Language/Set All to Default Option to perform the same function manually when required.
(5.0.3.400) Bugfix
When you add a new saved list (to an empty saved tag file screen), the Delete &
Edit Saved List buttons are not enabled.
When you delete the only saved tag
list, the Delete and Edit Saved List buttons are still enabled.
5.0 Service Release 3 - 13 November 2015
Included Applications:
RDB ProNet Client
CV Reader
RDB ProNet Client
(5.0.3.302) Bugfix Object Diary Editor - when saving a record which has been blocked by a business rule in the after save procedure, the next save would fail with an error message even though the record had not been edited.
(5.0.3.302) Bugfix Applicant Form, Add missing field chooser to consultant grid.
(5.0.3.301) Bugfix Document merger to use MAP_URL registry setting when creating map link.
(5.0.3.300) Bugfix Applicant and Job Screens - when saving a record sometimes users would be presented with a timestamp error message if a stored procedure business rule had rolled back the transaction previously.
(5.0.3.300) Bugfix Self Billing Index - when manually emailing out a single Item the SentOn and SentBy columns were not being updated. This will now happen after the email is sent.
(5.0.3.300) Improved When generating an Email directly from a Phones Cardview the resulting notebook entry after the email is sent will use the Notebook type selected (or Email if no type is selected), rather than always being stored as an Email. It will also go into the relevant folder for the notebook type rather than into Sent Items so that management reporting will recognise the Notebook entry.
(5.0.3.300) Bugfix When you update an Applicants location using the Set Address button on the Address grid then the location displayed in the Main Index location did not update correctly.
(5.0.3.300) Improved The task editor now has Next and Previous buttons on the Toolbar to cycle through Tasks from the History List.
(5.0.3.300) Bugfix View Previous/Next. If a record in the History chain is no longer in a sector to which the user is logged in then the records is not shown.
CV Reader
(5.0.3.300) Bugfix Only create send to Drop zone shortcut in Windows context menu if the system folder exists.
5.0 Service Release 2 - 03 September 2015
Included Applications:
RDB ProNet Client
RDB ProNet Client
(5.0.3.201) Bugfix Placement - fortnight timesheet creation - cannot create first timesheet due to a date format error.
(5.0.3.201) Bugfix Rate Calculator saving value from the calculated margin rather than the Target margin setting.
(5.0.3.200) Bugfix Custom Task Status automatically changed to In Progress by Form Events.
(5.0.3.200) Bugfix Contract Job Manager load performance could be slow when loading a larger number of rows now that the grid loads without blocking the UI.
(5.0.3.200) Bugfix In User Maintenance form the Password textbox is currently default to max 15 characters but should be 255.
(5.0.3.200) wishlist When emailing documents from the Placement or Job if you select a Template in the Email Screen this will be remembered next time you choose to send the same set of documents. So you can create specific templates and "remember" that template for each choice on the Send menu, Applicant Documents/Contact Documents etc.
(5.0.3.200) improved Added Select All/None options in the User Manager Screen.
(5.0.3.200) Bugfix Task Links - populate a notebook Item Link when creating task for a new notebook item using the Follow Up Date picker.
(5.0.3.200) improved Better error message when Applicant Free Text Search returns no results
(5.0.3.200) Bugfix Mailshot Options did not display properly for a new Applicant
(5.0.3.200) Bugfix Unable to persist Status Bar Colour in Design Form
(5.0.3.200) Bugfix Error when loading a URL on Windows 10 when Edge is default browser.
5.0 Service Release 1 - August 2015
Included Applications:
RDB ProNet Client
RDB ProNet Client
(5.0.3.101) Improved Increased the length of the Notify email address for Notify Operators to 150 characters.
(5.0.3.101) Improved The Help file has been updated and new Video links added.
(5.0.3.101) Bugfix Merge fields Job.Job.InterviewaddressMapLink and Placement.Placement.WorkAddressMapLink did not allow you to set the Link Text.
(5.0.3.100) bugfix The Appearance\BackColor of an Explorer bar was not remembered when set in the Form Designer.
(5.0.3.100) Improved Added enhanced (Excel like) filtering to the Index Grids and the Report Grid.
(5.0.3.100) BugFix When viewing an applicant record when the first tab was not phones would then not display the primary email address.
(5.0.3.100) BugFix Grid settings were not remembered for attributes grid on applicant form.
(5.0.3.100) BugFix Search matching a location without a description would fail.
(5.0.3.100) BugFix Contract Management Screen - incorrect record count.
(5.0.3.100) BugFix Compliance Task Index - loaded twice on first load.
(5.0.3.100) BugFix Design Form on job record would save <Use Default> with encoding.
(5.0.3.100) BugFix Mailshot Options UI setting itself to 'Specifically Opt for Mailshots' when previously having been set to 'Opt Out for all Mailshots'.
(5.0.3.100) BugFix Applicant Workflow - Building Overwriting City in Address.
(5.0.3.100) Improved Placement Index - Tag Form renamed to Tag File for consistency.
(5.0.3.100) BugFix Remove extra Line after a Formatted custom merge fields
(5.0.3.100) BugFix Applicant Workflow - Employment types were not mapped if no changes had been made.
(5.0.3.100) BugFix Merge Field - When inserting a merge field after inserting a map link merge field with map text, the next merge field would have the map link text.
Change Alerts
This version of RDB requires the .NET Framework 4.5.2. The Operating System Requirements for .NET 4.5 are here. Please ensure you are up to date with all Windows Updates for the Framework you choose.
This Version includes all Client Service Releases since the last release.
Supported SQL Server Versions - SQL Server 2008 or later
Supported Office Versions for Rdb Outlook Sync - Office 2007 or later.
Icon Refresh - We have updated many of the icons to provide a more consistent look across the application.
Form Designer Changes - Saved Form Design that need to be checked after the update:
Main Form - there is a new ribbon control which replaces the old toolbar.
Notebook Editor - new ribbon control
Client Billing
Client (due to new Logo control)
Applicant
Job
New Plugin Packages
Plugin Packages are now distributed and updated via the Rdb Store.
New Packages available with this release
Job Rebook - mass Rebook a Job from the Contract Job Manager or the Job Screen
Exchange Rate Update
Applicant Availability
Breaking Changes
See item below for details. (If you have previously used the [Text:] element to specify the Link Text for an Address Link you will need to update your Merge field as shown below. This means that you can now also specify Text that should appear if there is no address link when the document is merged.)
Changes
(5.0.2) Improvement In the Invoice Index - if your Invoice Ref No column contains only numbers then this column will sort as a number rather than as Text, even though the columns data type is Text.
(5.0.2) Improvement In Indexes the CreatedOn and UpdatedOn columns are now filtered only on the Date part but the time is now visible.
(5.0.0) BugFix Refreshing a large SMS mailshot would use a lot of memory, this has been fixed.
(5.0.0) Wishlist Job Grids: We have added Action Summaries to the Job Grid View. (CVs Sent, Interviews, At Offer, Placements).
(5.0.0) BugFix Columns that stored Placement Fees and Rates in the following tables had their precision increased to allow for large fees over 10,000,000: JobRetainedFees,TimesheetExpenses, WorkHistory.
(5.0.0) BugFix When applying a CV template, templates from other object records were shown. This now only shows global templates which are available to the user applying the template and templates stored against the applicant which owns the CV.
(5.0.0) Improvement A new merge qualifier has been added for an Interview - ClientContact. This will allow you to merge client contact information related to an interview.
(5.0.0) Wishlist Rate Calculator:
Added Employers NI Weekly Threshold to the Rate Calculator, along with a setting for Hours Per Week for NI. Note that when you are calculating an hourly rate using this feature, if the worker works more that the hours per week you specify then you will lose margin on the extra hours, and if they work fewer hours then you will gain margin. This is because we have to spread the weekly allowance across the number of hours to be worked. If you are concerned about losing margin we recommend you dont use this feature, however if you are more concerned about competitive charge rates then this feature should assist you.
Added Full Week to the Projected figures. This represents the Gross Pay and Margin when the worker works a full wee (as specified by the Days Per Week setting). The column previously labelled Week is now labelled Average Week.
(5.0.0) Wishlist Allow Ctrl+C to Copy data from the Job Index grid (subject to user not being restricted from doing so) as in other grids.
4.5.2) Improvement New Restrictions:
Edit Client Rates - If a User does not have the View Client Rates restriction then this will restrict a user from editing the Client Rates.
View Applicant Bank details - Previously the Create Applicant Bank restriction would stop a user viewing applicant bank details, but now you should use this new restriction for that. The existing Create Applicant Bank restriction now stops a user from editing bank details.
(4.5.1) Bugfix In the Applicant Search Screen if you press Clear All when you previously had a Centre Location saved as part of the criteria, the results screen would still show the distance from the previously saved Centre Location.
(4.5.0) Improvement Workflows - The application now has support for workflows, which may be used for business rules at key points such as saving of applicant and job records and validating placements. For more information search for workflow on the RDB Store.
(4.5.0) Improvement Applicant editor form now allows users to enter addresses, phones, consultants, attributes,profile and custom columns for new records, changes are now saved when the main record is saved. Location and Primary Email address are now set from the Address and Phones grid using "Set Location" and "Set PrimaryEmail".
(4.5.0) Improvement Job editor form now allows users to enter contract rates, attributes, consultants and custom columns for new records, changes are now saved when the main record is saved.
(4.5.0) dbConfig Editor Utility
Improvement The application will run at the highest available execution level for the user running it, ie if the user is an admin the app will run with elevated rights, buit if the user is not an admin it will run without elevated security. When running without elevated security the user will not be able to change the password.
Improvement When specifying a Full Connection String we have provided a connection string editor to assist with creating the string which allows to to browse for servers and databases and specify advanced properties if required.
(4.5.0) Bugfix In the Spellcheck dialog if you choose to Ignore All then the word would not be ignored and would come up repeatedly as a spelling error.
(4.5.0) Bugfix Error when creating a Work History for a person whose name was > 50 characters.
(4.5.0) Improvement A new merge field has been added for a ContractPlacement - ScheduledShiftsTable. This will list the scheduled shifts for a Contract Placement. Different to theDefaultShiftTable merge field which list the Default Daily Shifts only. By Default This will merge all upcoming shifts from the current date through to the end of the placement, or for 28 days if the placement is open ended. This can be customised using the new Stored Procedure dbo.CONTRACT_PLACEMENT_SELECT_SCHEDULE_FOR_MERGE
(4.5.0) Improvement Applicant Action - when changing status to offer accept, placement validation is performed before changing the applicant action status. The applicant action save, placement create and applicant action after save are now all in the same transaction.
(4.5.0) Wishlist Timesheet Pending screen now allows multi select in the Grid. The Tag and SendSMS functions with use the rows selected by the user. The function "Image Link To Selected" (previously "Image Link") will also link the selected Timesheet image with all selected Timesheet rows and create only a single Document in the Rdb database. Functions "Link, Move Edit" and "Image Move" still work only on the active row. If a users edits or deletes a document that is linked to more than one timesheets they will be alerted to this fact but will be able to continue if they wish.
(4.5.0) Wishlist Added Units Worked to the Timesheets Pending Screen and show the Screen as an Mdi form like other Indexes.
(4.5.0) Wishlist Added Consultant Tab to Contact Canvassing screen.
(4.5.0) Wishlist Added Client Notebook to the Client search Results tabs.
(4.5.0) Improvement Added Timesheets and References to the History list.
(4.4.3) Wishlist Added date presets (Year to Date, Last Quarter etc) and the ability to select users by Group to the Managers Reports Screen.
(4.4.3) Improvement Added a mapping from a Job Shift to an Overtime Lookup. This allows us to automatically map Placement Overtime Rates to Shifts worked when creating the Timesheet Hours if the shift has been mapped.
(4.4.3) Bugfix Restriction Applicant Make Contact was not enforced in the Main Index.
(4.4.3) Bugfix When using the "Add Work Dates" option in the Placement Schedule for an overnight shift the new shift would not always appear.
(4.4.3) Bugfix CV Reader results screen would sometimes not remember the Communication Type if you changed it then switched to another Cv.
(4.4.3) Bugfix "Cross-thread operation not valid" error in CV Reader results screen.
(4.4.3) Improvement The Attribute Index no longer shows all attributes when the screen opens as this could produce a very large result. The user must first select attributes to filter by.
(4.4.3) RDB Sync
Improvement We have removed the need to manage conflicts for Appointments and Tasks. If an item is edited in both Rdb and in Outlook then whichever was the most recent will be the one that is kept. The Conflict screen is still available so that you can deal with any conflicts that were previously created.
Improvement We have optimised the way that deletions are handled in Tasks which will speed up syncing.
Bugfix Tasks that were saved in Rdb would sometimes not sync to Outlook.
Improvement Emails are now checked according to their LastModificationTime in Outlook rather than their ReceivedOn time. Normally this will be the same, but if you edit an Email in Outlook by Flagging it or moving it to another folder, its LastModificationTime is updated and it will be detected by RDBSync if it is in a folder that is marked for Syncing.
(4.4.3) Improvement Outstanding Interviews has been renamed to Interviews.
(4.4.3) Bugfix When a placement is made in ProNet an entry goes into the users diary for the start date of the placement. If the placement is then deleted the diary entry does not get removed.
(4.4.3) Bugfix Expenses which were not marked as Approved were being brought into invoices in Timesheet Billing.
(4.4.3) Bugfix When replying or forwarding an Email ensure the Users Default Font is set.
(4.4.3) Wishlist Autoskilling has been added. You can set up aliases in the Attribute Maintenance Screen. These aliases are then used in the Attribute Selection screen for an Applicant. The applicant must have a CV and you can then use the Autoskill option to parse the CV for any aliases you have set up. Attributes found will be added to the list and you can easily see which ones have been added as there is an added icon next to them in the list. If you like you can select a different CV and autoskill that. Autoskilling is also available in the CVReader screen when editing attributes and in the Job Screen when editing Attributes.
Tech There is a new Registry setting (AUTOSKILL_CHAR_EXPRESSION)to allow you to override the default expression for determining how word are broken in a document.
(4.4.3) Tech Database - all NTEXT columns have been converted to NVARCHAR(MAX), and IMAGE columns to VARBINARY(MAX). See here for further information.
(4.4.3) Wishlist A new plugin has been created to show Applicant Availability. This plugin shows a set of Applicants with their availability in a timeline, and also shows a set of Jobs. You can drag and drop Applicants into Jobs and many other options around choosing which people you see from Tags, Saved Tags, Saved Searches and Finishers. There are also choices around which Jobs you can see.
(4.4.2) Improvement Show a New Interview Form when Applicant Action Status is changed to one of the Interview Statuses
(4.4.2) Improvement The Timesheet Billing Wizard will now detect when a Contract has had the Charge Unit blanked out after a timesheets has been created. It will also alert when a Placement has not had the Invoice Frequency set. The user is alerted to this condition and new Refresh buttons allow the user to correct the condition and then carry on with the wizard.
(4.4.2) Improvement When the Send CV Wizard is loaded in non batch mode it will skip the initial Delivery Method page. If you want to alter your delivery method you can press the Previous button.
(4.4.2) Improvement Notebook Editor. Converted to using the new Ribbon and improved load times for this screen. Also add "Previous" and "Next" navigation which takes you through Notebook Items in your History.
(4.4.2) Phone Card View
Wishlist If you double click on a Phone then a Telephone note is created without the need to select an item.
Wishlist If you double click on a Mobile then an SMS is created and loaded into thew SMS send form.
Improvement If you right click on an Email in the PhoneCardview and choose new notebook item then once you have selected the item it will be displayed in the Email form directly rather than in a Notebook Editor.
(4.4.1) Bugfix When creating a New Contract Rate on the Client Record in contract rates, after filling in the description, position etc. When pushing Save on this form the Overtime/OtherRates (bottom Grid) Add button is still disabled so you cannot actually add another overtime rate to this contract rate until you click another line and go back to the line you have just added
(4.4.1) Improvement If CVReader receives a CV attached to an Email which has no PlainText body then the Email tab would be blank. (The View Email button would still work and show the original email). We will now display the Html Body if there is no PlainText body in the Email Message Tab.
(4.4) Wishlist "Make it easier to send placement documents to people who are neither the contact, client nor applicant in a placement." We have added "Other" to the Placement Activity Properties in the "Send Finished Doc to" section. In here you can add Notify Operators (as used in your Compliance Tasks) - these are Email Addresses that you can set up such as "Accounts". To send out these documents out there is a new Option in the Placement Documents Tab - press the Email Documents button and you will see an option to "Email Other Docs". This will prepare one or more addressed emails with the relevant documents attached for you to edit and send.
(4.4) Improvement Stored Documents screen now allows documents to be emailed, either a single documents or multiple.
(4.4) Wishlist Notebook Types can now set the Subject line, and this can also include Merge Fields.
(4.3) Improvement Mailshots have been renamed to Mailshot Categories to better reflect their purpose.
(4.3) Improvement The Main Form now uses a Ribbon rather than a Toolbar. The ribbon is fully customisable. The old toolbar is still available and can be accessed by right clicking and choosing "Sub Toolbar". The new Ribbon is similar to that used in Office 2013 and brings a familiar look and feel to Rdb for Office 2013 users.
(4.3) Improvement When you update the Contract Rate used by a Placement all existing overtime rates are Expired and any new ones have their Effective Date set to the current date.
(4.2.0) Improvement Templates which are <Global> can now be assigned to particular users, groups or sectors. The Object Linking tab has been removed, however templates can still be stored against an object through Stored Documents. CV Send Activities, Placement Activities and Job Activities will only be created if the user has access to the template which is assigned to the activity.
(4.2.0) Improvement Notebook Types can now be assigned to particular users, groups or sectors. When creating a new notebook item only notebook types available to the user will be shown and any empty Notebook Folders will not be shown.
(4.2.0) Bugfix Under some circumstances when you use the Context Menu "Set Placement End Date" on a Placement Schedule and you are setting the end date to an earlier date then the date set would be a day prior to the date the user selected.
(4.2.0) Wishlist Job Plugins will now show on the right click menu in the Contract Job Manager.
(4.2.0) Wishlist A new plugin has been created to mass Rebook a Job from the Contract Job Manager or the Job Screen. This can be downloaded from the store once you have installed this release.
(4.2.0) Wishlist Fix Tab order in Merge Fields selector control.
(4.2.0) Bugfix If you open up a Applicants availably diary when he has a placement and then select a day, right click and give it an Absence of any kind and then open up that absence .The Work Diary entry says the Last edited by is sometimes incorrect.
(4.2.0) Bugfix Applicant Status Date not updating when an applicant is Placed on a Perm job.
(4.1.2) Improvement Job FTP Key (in User Preferences). We have masked this field (with asterisks ******) as it may contain a password, but the user can unmask it if they need to. We have also added a Test button so the RDB will attempt to upload a small text file to your FTP site.
(4.1.2) Improvement tech The HELO/EHLO hostname sent by RDB when sending an Email has been changed to include the FQDN of the Client host, e.g. machine.yourdomain.local
(4.1.2) Improvement In the Job and Placement Index if you close the form when looking at All Jobs or All Placements then the screen will remember this and open using the same view. RDB will also remember how many items you were viewing in "All..." and "My..." separately.
(4.1.2) Bugfix Sometimes when running a mailshot it would not start.
(4.1.2) Improvement SearchMatch screens
We have also changed the way that the negative Sets work to use a NOT EXISTS query. For example, say we were looking for all Companies that do not have an Email entry in their Phones table.
Company1 has:
Phone : 12344
Email: x@y.com
Company2 has:
Phone: 456789
Company3 has no entries at all.
We would be looking to find Company2 and Company3 in our result set, but if we used a Positive set an entered criteria Phones.CommunicationType NOT IN "Email" we would get Company1 and Company2 but not Company3 in the result - this because we are saying "Give me any Company that has an entry in the Phones Table which is NOT an Email" - and both Company1 and Company2 have that. Although this is logically correct, it is not what was wanted - and the way to do this is to enter a Negative Set (e.g. -1 ) with the Criteria - Phones.CommunicationType IN "Email". When you do this the question you are asking is "Give me any Company that does not have an Email entry in the Phones Table". This would give you Company2 and Company3 which is what you were looking for.
(4.1.1) Wishlist Mailshots
Email mailshots now run in the background and there is also an option to Pause and Resume the mailshot as it is sent out.
Email mailshots will always create a notebook entry.
Also there are new columns in the List of Names for LastSentOn and LastSentBy which records exactly when the email was sent. This enables you to Cancel part way through and then re run it later and choose the option to only send to people who have not yet received the mailshot.
(4.1.1) Improvement Added new plugin types to the Plugins API.
ReportGrid - Plugin for distributing grid reports as a plugin package. Report will appear under the chosen report category and can be assigned using the package manager to specific users.
SelfBillingInvoiceIndexPlugin - Plugin will be show within the self billing index explorer bar.
HotFix - Plugin for distributing Sql hotfixes as a plugin package.
Sql - Plugin for distributing Sql as a plugin package.
(4.1.1) Improvement Client Logo - you are now able to store a logo against a client, this can be used within templates for merging. The client design form will need to be checked.
(4.1.1) Wishlist RDBSync - added an Internal Domain list so that RDBSync can exclude emails that are entirely within the internal domains. This list is managed from within the System Owner Screen and there is an option to detect internal domains based on the email address domains in User records.
(4.1.1) Wishlist Improved Currency Support
Added IsoCode to Currency Lookup to enable us to integrate with 3rd party Currency solutions.
Added a new Plugin to the store to get exchange Rates from the Central European Bank and automatically update the Currency Rates in Rdb.
Added Default Currency for the System Owner
Added Default Currency for a User
Added a Default Currency for a Client
Added Currency to Client Rates. Selecting a Rate with a currency assigned will assign that currency to the Job or Placement. Once a Rate with a currency is assigned then the user is no longer able to manually change the Job or Placement Currency without first removing the Rate assignment.
If a Job or placement has been assigned a currency, when you go to select rates then only rates defined for the chosen currency are shown.
Added currency to various places in the system, including Placement Reports, Placement View
Invoice Reports now include Currency
Monthly Sales Report now show Sales converted to the Default Currency of the User if present or the Default Currency of the SystemOwner. If neither have been set then the currency will be shown as "Undefined" and no currency conversion will take place.
Timesheet Analysis Report now includes a currency breakdown.
(4.1.0) Improvement Added a fuzziness option to the Main Index Search. Use this when you are unsure of the spelling of a Person or Company. There are 3 levels; 0 = Off, 1 Fuzzy, 2 = Very Fuzzy. This feature uses Soundex.
(4.1.0) Wishlist Automatically set the Primary Email Address for a Contact after Insert or Update. Will use the most recent Email or Email(Office) address. Will not user the Email(Personal) address by default.
(4.1.0) Wishlist New Restriction to limit who can use the View Another Notebook function - View another user's Notebook.
(4.1.0) Wishlist Automatically set the Primary Email Address for an Applicant after Insert or Update. Will use the most recent Email or Email(Personal) address. Will not user the Email(Office) address.
(4.1.0) Wishlist Added new Restrictions for CV Reader Process All and Process Ready so you can restrict users from batch processing CVs into the system.
(4.1.0) Wishlist Tag and Saved Tags
You can now customise the Grids
We have added columns for the Related Client and the CreatedUsername. Additional columns can be added in SP: TAGFILE_SELECT_GRID (tags) and SAVED_TAGFILE_SELECT_GRID (saved tags)
The Type Column now respects Language Translations in the Data. e.g. "Applicant" may be shown as "Candidate"
(4.1.0) Improved After a form is loaded which has been saved using the Form Designer, the system will now ensure that the form is visible to the user. For example if someone saved the designed form to appear on their third screen, but the user loading the form does not have three screens, the form will be shown on the users primary screen.
(4.1.0) Improved The Main Index will now save the heights of the Photo and Phone cardviews on the right after you close the screen. We have also removed the small contact card view which appeared at the bottom when viewing a client as these were deemed to be not useful, better to give more space top the Client card view and Phones.
(4.1.0) Bugfix Fixed a bug where an error was logged after sending out the Email for the AWR Qualification Alert Compliance Task.
(4.1.0) Improved We have improved the responsiveness of Rdb when loading large data sets. Many screens will now load asynchronously, i.e. in the background. This means that if there is a large amount of data to load the User Interface is not blocked while this is happening and the user can carry on working. The user can usually choose to Cancel the operation, or carry on with something else while the load completes in the background.
For example, a User opens the Placement Index which was last set to use All Placements, however the they are only interested in their own Placements, so they can simply now click on "Own Placements" and the background load of all Placements is cancelled and the Users own placements are loaded without delay.
When a long running operation is running the user is shown a notification and also a row is added to a new screen called Background Operations which is available from the Main Menu.
There is also a new Registry setting to enable Sysadmins to limit the number of long running Operations a user can run simultaneously: MAX_LONG_RUNNING_OPERATIONS. (see Rdb ProNet Registry Settings.html).
The Notebook, Placement, Job, Applicant Action and Work History Indexes now also has a Range Selector which will limit the number of Rows returned from the Database when you are loading a potentially large result set, such as with All placements. It is possible to increase the size of your results set using the range control if you wish to load more data, and there is an All button on the numeric Range Selector.
(4.1.0) Improved The Notebook now loads its data in the background. We have also added:
New Columns - From and Recipients - these reflect data from the Recipients table for Emails, Faxes and SMS. (Note that the View by will show the first 10 recipients only. This can be altered in VW_NOTEBOOK_GRID but you should never allow all recipients to be shown as a Mailshot note may have thousands of linked recipients and this might cause a GDI error if the list becomes too large.)
A range selector control which allows the user to select from
In the Recent Folder - the range selector allows the user to specify the range of recent items to show
In other folders - the range selector allows the user to select a Date Range.
There are two new Views which are used for the Notebook grid - VW_NOTEBOOK_GRID and VW_DOCUMENT_GRID. If you have previously customised the Notebook Grid using the now redundant Stored Procedures then the columns you want to add will need to be added to the relevant View when you are upgraded. It will now be easy to add new Columns to the Notebook using the Views.
(4.1.0) Wishlist Rename Availability on Applicant Screen to Notice Period to avoid confusion with availability searches etc.
Note that your existing Merge Fields named Applicant.Applicant.Availability will continue to work, but when creating new merge fields you will see the option Applicant.Applicant.NoticePeriod.
(4.1.0) Wishlist Remove Employment Term as a default criteria when searching against a Job.
(4.1.0) Diary Changes
Wishlist Added a Group button to the Diary so that you can select other users diaries by Group membership.
Wishlist The Layout of the panels is now a sticky setting so that you can decided how big or small you want the Tasks, small calendar etc. to be.
Improved De-Merged the Toolbar so that the Specific Tools for the Diary now appear in the Diary Screen rather than being Merged into the Main Toolbar.
Improved The Main toolbar now has a single option to load the Calendar - called Calendar. This has been renamed from "Day View".
Wishlist Added the ability to multi select Users and Groups when linking to Diary and Tasks
(4.1.0) Wishlist Client Contacts who have been marked as "Has Left" but set with a leaving date in the future are not removed from the Client Contacts list until that date has passed.
(4.1.0) Improved Added a warning when a User Saves a Template that is > 1 MB.
(4.1.0) Wishlist Job FTP Key
The Job FTP Key used for uploading Job Exports has an additional option to allow you to set the FTP mode to either Active or Passive. The format for this connection string is: ConnectionName,Host,RemoteLocation,Username,Password,PassiveMode - for example MyJobUpload,ftp.myJobsite.com,DataFolder,usename, password, true.
The FTP entry field has been set to show * characters as it contains a password. The user can reveal the plain text this if they wish.
We have added a test button to assist the user when setting this up.
<ApplicantAddress.Home Address.MapLink>[Text: Directions] change to <ApplicantAddress.Home Address.MapLink>[LinkText: Directions]
(4.1.0) Wishlist Added an Option to Merge a Persons Photograph into a Document using the <x.Person.Photograph> merge field. This field supports a [D] so that if no Photograph is found the Image Placeholder is deleted, however if you don't specify [D] when adding the Image placeholder it is left in the document after merge. You can set a default image in the placeholder that will appear if the Person does not have a photograph. The MergeField Selector will now also remember the last Merge Field chosen when you reload the control. The Merge Field chooser control has been removed from the Template Editor to allow a full view of the Template you are working on and Merge Fields can be Inserted from the Toolbar.
(4.1.0) Improved Custom Column Create Restriction also now Restricts Edit
(4.1.0) Wishlist Show Client Numbers in the Contact Canvass Screen
(4.1.0) Improved The Applicant Availability Search Screen will now automatically exclude Applicants who have excluded the Client if you are searching against a Job.
(4.1.0) Bugfix Fix Document Merger bug when there is a full stop in the Text Field.
(4.1.0) Bugfix When sending email from review list the Job was not being linked to the notebook item.
4.0 Service Release 5 - 17/09/2014
Included Applications
RDB Sync - 4.0.5.8
RDB ProNet Client - 4.0.6.0
Changes
(RDB 4.0.6.0) Wishlist Message Alarms will now respect the Users Time Zone, provided you install Hotfix MessageAlarmTimeOffset along with this release.
(RDB 4.0.6.0) Improved Added object Plugins (Client/Applicant/Contact) to the Context Menu (right click) in the Main Index.
(RDB 4.0.6.0) Improved Removed the "Remove From Client" option on the context menu in the Main Index for a Contact. This was marking the Contact as "Has Left" and this should now be done on the Contact screen.
(RDB 4.0.6.0) Improved If user doesn't look at an outgoing CV Send email (or fax) then the Notebook Item that is created after it is sent gets a different subject (batch of CVs sent...). This has been changed so that the notebook gets the same subject as the outgoing email/fax was given.
(RDB 4.0.6.0) Bugfix In a Contract job after a new job Insert is rolled back due to a business rule error, the Overtime rates were not saved.
(RDB 4.0.6.0) Bugfix In the Rate Calculator if you set the number of days per week > 5 then the projected averages will overestimate the amount of working hours in the year. This does not effect the rates of pay and charge, only the projections. Also set the maximum value for days per week to 7.
(RDB 4.0.6.0) Improved In the notebook if you insert an image from a file then by default the image is saved as a link. (If you email the notebook item out then the image is embedded in the email as normal). In the Template editor and the CV editor any images are automatically saved embedded in the document.
(RDB 4.0.6.0) Bugfix Availability Diary All Day entry which is then extended to multi day did not display the event on the last day.
(RDB 4.0.6.0) Improved Extended the Plugin API to include a ContractJobDayManager which will accessible from the Contract Job Manager Screen, and allows you to pop up details for a single day for a Contract Job. We have also created a ContractJobDayManager plugin which will be available through the RDB Plugin Store.
(RDB Sync 4.0.5.8) Bugfix Outlook 2010 would throw an error if you assigned an empty string to its RTFBody property.
(RDB Sync 4.0.5.8) Bugfix If an email has a Sender property which is null then the mail was not imported. We will now attempt to get the Senders Email address by an alternative approach when this condition is detected.
(RDB Sync 4.0.5.8) Bugfix If an email has a recipient with no Outlook Type (normally one of To/Cc/Bcc) then an error was thrown.
4.0 Service Release 4 - 31/07/2014
Included Applications
RDB ProNet Client - 4.0.5.9
Changes
(RDB 4.0.5.9) Bugfix In the Location Multi Select Screen the OK and Cancel buttons were hidden off-screen.
(RDB 4.0.5.9) Bugfix Reinstated the ability to choose nothing in the Report Grid when selecting a parameter value from a list.
4.0 Service Release 3 - 10/07/2014
Included Applications
RDB Sync - 4.0.5.6
RDB ProNet Client - 4.0.5.8
RDB Document Indexing Service - 4.0.5.5
Changes
(RDB 4.0.5.8) Improved New option in Report Grid - when selecting report parameters for Users you will have the additional Option to Select By Groups.
(RDB 4.0.5.8) Improved New setting in the System Owner /Global Settings - Disable CV Reader Lookup Create. If this is checked then users will not be able to create new Counties or Countries in the CV Reader screen when a found address contains a County or Country that is not already in your lookup tables.
(RDB 4.0.5.8) Bugfix When shrinking a photograph on a person record when adding a new photograph it would corrupt the image if shrunk when prompted.
(RDB Sync 4.0.5.6) Bugfix If it is not possible to determine correctly whether an email was incoming or outgoing in Outlook and you have the Recognised Contacts Only option set, then under certain circumstances an email would not be imported. As it is not possible to determine for certain the direction of an email in Outlook we have eliminated the direction from the Recognised Contact check and it is now only used to determine which RDB folder the Email will be filed in.
(RDB 4.0.5.7) Bugfix An error was generated when Updating a Plugin if the users Windows Regional Settings included a number format that used a comma as a decimal separator.
(RDB 4.0.5.7) Bugfix If user has set up a Client Rate with multiple Rates with the same Overtime Type an unhandled error would occur on the Job when you used that Client Rate. The error is now handled and the duplicated Overtime Rates are not copied across.
(RDB 4.0.5.7) Bugfix 4.0.5.6 introduced a bug in Contact Searching in Tag files - fixed.
(RDB 4.0.5.7) Bugfix Unhandled exception when attempting to forward email hot item.
(RDB 4.0.5.6) Bugfix The document editor would become slow when you were typing in a foreign language block for which you were not loading a Proofing Dictionary.
(Document Indexing Service 4.0.5.5) - Improved Added a command line option to allow you to run the Indexer as a console application. /runasconsole. This can be useful if you want to run simultaneous indexing jobs against multiple RDB Databases on the same server e.g. /runasconsole /a /c<yourconfigfilelocaltion>
(RDB 4.0.5.5) - Bugfix If you are using Email Branding the Send CV Process reports its send type incorrectly as Mailshot to the Procedure. Fixed so that its report itself as Email.
(RDB 4.0.5.5) - New We have added an Employers Pension Contribution Rate to the Rate Calculator. This currently defaults to 1% but users can set this as required. For PAYE and Contract Of Employment workers the rate calculator will add this to the calculated Charge Rate. The amount is calculated as (Pay Rate + Holiday Pay) * EmployersPensionContributionRate.
(RDB 4.0.5.5) - Improved Improve the handling of split shifts in contract job manager. When the user selects a day that contains split shifts, if only more than one shift requires filling then the user is shown a dialog to allow them to choose. The dialog now includes the shift name and the total required, filled and remaining for each shift. If only one shift remains then this shift is carried through into the Contract Scheduler by default. If all shifts are filled and the user has selected the day anyway then the user is shown all the Shifts to select from - a warning triangle is shown to alert the user to the fact that they have selected a filled shift.
(RDB 4.0.5.5) - Improved Added InvoiceId and Invoice Ref to the Invoice form Status bar along with tweaks to the layout to the Status Bar on all Main Forms to
(RDB 4.0.5.5) - Bugfix If you created an overnight Job Shift in the Job Schedule, then set the end date to match the start date, then checked "All Day", then unchecked "All Day" you were able to save the shift, even though the Start Time would not be earlier than the End Time.
(RDB 4.0.5.5) - Improved Added Office 2010 and Office 2013 White Toolbar and Explorer Bar Styles in User Preferences. Updated the "Default" card view to the Office 2013 White Style. Also removed the buttons on the status bar of the Main Screen which mirrored the Tabs as these were redundant.
(RDB 4.0.5.5) - Bugfix When you create a Template and select MORE / VIEW / Header or Footer, the Header/Footer does not display. You have to select the option VIEW / Header or Footer again for it to view.
(RDB 4.0.5.5) - Improved The default setting for the Applicant Availability Search Match/Search Options has been set to "Doesn't Matter". This choice has also been made a "sticky" setting so once you have set it, it will be remembered next time you open the screen. (Note that there is one setting remembered for the Ad Hoc mode where no Job is specified, and one for where a Job is Specified when the form is opened. These can be different, for example you might use "Has Worked in this position at this Client" as your default for when a Job is present and "Doesn't Matter" when no Job is present)
(RDB 4.0.5.5) - Bugfix Remove and re-add the same pre-existing attribute from within the Attribute Editor without closing it generates an error.
(RDB 4.0.5.5) - Improved Added Icon indicators in Search Screens to emphasize Positive and Negative Set Values
(RDB 4.0.5.5) - Bugfix Searching for an Applicant who had EmploymentType Permanent AND Contract would not bring up any results. Note this fix also addresses the same issue with any 1 to many relationship. This fix also address an issue whereby you want to find people who did not have a specific entry in a related table, e.g. SavedTagFiles -use a Negative Set (NOT EXISTS) to find Objects that are not In the SavedTag Files selected. This is not the same as using a Positive Set (EXISTS) and searching for people who have a Saved Tag File that is "Not In" selected tag files - this will bring up people who have a Saved Tag file entry that is not one of the ones named in your selected list.
(RDB 4.0.5.5) - Bugfix Ensure the phrase "Interview Confirmation" is passed through the translator in the Interview Confirmation Wizard.
(RDB 4.0.5.5) - Bugfix Client Card View not showing correct style in Client Search results screen..
(RDB 4.0.5.5) - Improved Removed the Age From and Age To fields from the Perm Job Printout
(RDB 4.0.5.5) - Bugfix Open an existing JOB, EDIT the Attributes and add an Attribute. Immediately click SET button to change the number , and get error.
(RDB Sync 4.0.5.5) - Bugfix When an email was sent from a Mobile device using Exchange it was synced in as an "Email In" rather than an "Email Out".
4.0.5 Service Release 2 08/05/2014
Included Applications:
RDB Sync
(RDB Sync 4.0.5.3) - Bugfix Outlook 2013 was not returning all edited Calendar Items due to a bug in a Filter String.
4.0 Service Release 1 - 02/05/2014
Included Applications:
RDB ProNet Client
RDB ProNet Client
(4.0.5.4) Improved Updated Infragistics to Version 20132.2042
(4.0.5.4) Improved Included the Crystal Report Runtime Support Pack 9 (13.0.9). This is an update which is recommended. See http://scn.sap.com/docs/DOC-7824 for issues fixed.
(4.0.5.4) Bugfix "User changes Client Contract Rates on a Placement that contain Overtime rates using a different Charge Unit to the standard rates. The Charge Unit displayed on the Overtime Tab of the Placement reverts to the standard rate Charge unit." - Fixed
(4.0.5.4) Bugfix When merging a document with PlacementOvertime.TableWithNotes. then resulting merge was not respecting inline formatting.
Change Alerts
This version of RDB requires the .NET Framework 4.0, but we recommend using .NET Framework 4.5 if you are able to. The Operating System Requirements for .NET 4.0 are here and for 4.5 are here. Although Windows XP and Server 2003 are supported by the .NET Framework 4.0 we would strongly encourage you to upgrade from these operating Systems as XP is no longer supported by Microsoft and Windows Server 2003 will be out of support shortly. Upgrading the .NET Framework we use allows us to take advantage of new features and technologies. Please ensure you are up to date with all Windows Updates for the Framework you choose.
Our Word Processing Control is updated and now adds support for the following features:
Transparent text frames. This allows objects placed on the plane beneath a transparent text frame to be visible through the text frame. Transparency can be set as a value from 0 to 255 with the TextFrame transparency property. Zero means opaque, whereas 255 means completely transparent.
Improved PDF Import
Z Order of Objects - comprehensive support for z-order, when applied to text frames, images and charts. These objects can be either in front of the text or behind the text. Furthermore, the z-order among these objects can be changed. The new insertion modes AboveTheText and BelowTheText have been added. Depending on these modes either the text overwrites the object or the object overwrites the main text.
Background Images - The new object and image handling gives you more freedom of positioning them in the document. The objects can overlap each other, they can be displayed in front or behind the text or text frames can be rendered on top of images. The following screenshot shows a background image that is positioned behind the text.
Image Saving - In the notebook if you insert an image from a file then by default the image is saved as a link. (If you email the notebook item out then the image is embedded in the email as normal). In the Template editor and the CV editor any images are automatically saved embedded in the document.
Now supports the EMF image format (Enhanced Metafile).
We have changed the style of the handles to resize objects. Now, the handles have round corners and the object corner handles can be used to resize objects while the aspect ratio is maintained. Additionally, all objects are rendered in a new, faster and more efficient way. This results in an even better user experience when objects are moved or resized.
Header and Footers. Now supports different headers and footers for the even and odd pages of the whole document or of a single section. A new frame style is available for activated headers and footers. A dividing line has a label indicating the type of the header or footer (even, odd, first page). Additionally, the label displays the current section number and if the header or footer is connected to the previous header or footer. This gives the user a much better overview of the current document settings and layout.
Advanced, MS Word Compatible Page Numbering - now supports additional features for showing page numbers. For each section in the document page numbers can either be continued from the previous section or can be restarted with a certain start number. A new type of page numbers has been implemented to show the total number of pages. This field is updated automatically when pages are added or removed.
New Table Insert Dialog - The most important table properties can be adjusted such as number of columns, number of rows, a specific column width and additional options such as a repeating table header or the table behaviour at page breaks.
Anchor Position - now has a control character which shows the anchor position of an anchored object. Anchored objects are positioned relative to a paragraph.
Multi-lingual Proofing - Regions of a document such as a character, a word or complete paragraphs can be associated with a specific language. This is done automatically when the user switches the input keyboard or using a new dialog box. A piece of text can be formatted now for a specific language, which is used for spell checking. A document can be multi-lingual, which means that multiple languages can be used in the same document and the appropriate dictionary for that language will be used if it is present.
The Default language is the language of your Windows User Interface.
Known issue - if the language of a document is set to "Undefined" then the default spelling dictionary is used, but the UserDictionary is not used. This will be resolved by the manufacturer in a future release. Because of this we have also added code to set the Default Language on when you click into an editable document if it is set to "Undefined". We have added shortcuts to allow you set the selected text or all text to the Default Language under the options on the More button. Because of this we recommend that you set all your Templates to use the Default Proofing Language (or the relevant language for the Template). We also recommend that Users set their Email signoff to their Default Proofing Language.
Additional Dictionaries can be downloaded here. Dictionary files should be added to the Dictionaries sub folder located below the installation folder. The User can specify which additional Dictionaries they would like to use. Note that each additional Dictionary will use extra memory when it is loaded so you should only load dictionaries that you are able to spellcheck in.
Status Bar - we have added a status bar which shows Input position, page, Language, Zoom, Caps lock and Numlock information.
The Infragistics Controls have been updated. Your existing Plugins should continue to work fine with the new application but we recommend you run some tests if you have used Infragistics controls extensively in your plugins.
RDB Outlook Sync supports Outlook version 2007 onwards.
The Timesheet Image Viewer has been removed from the Core product. If you use the Timesheet Image Viewer you can download an improved version of it from the RDB Store as it has now been converted into a Plugin Package. This also means that you can build a custom version of it if you need one.
Form Designer Changes - Saved Form Design that need to be checked after the update:
Note: Due to the update of the underlying framework you are advised to check all of your form designs.
ClientRateOvertime
JobRateOvertime
PlacementRateOvertime
ApplicantRateOvertime
Placement Expense Editor
New Plugin Packages
1. The Rdb Store - This is a new plugin which is supplied with this release and allows you to manage all of your existing plugin packages and also to download and try new plugin packages.
2. The RDB ProNet Protocol handler has been removed as this functionality has now been moved in to the RDB core.
Changes
(4.0.5) Improved On the Phone Card View for the Review List and Job Index screens, only the relevant Job Contacts are now shown.
(4.0.5) Improved If you have Explorer Bar Customisation set on in your user preferences then the last group selected on an Explorer Bar is now remembered when you open a form of the same type, unless over written by Design Form.
(4.0.5) Improved CV Reader - if a user drops a CV into the Drop Zone at a level above any of the actual Drop Zone Folders whilst CV Reader is not running, when it starts it will move these files into the Root folder.
(4.0.5) Improved In order to maintain consistency for Weekly recurrence patterns we have set all Calendars to be displayed using the same week ending day. This is important when using a weekly pattern which repeats every 2 or more weeks, and includes more than 1 day which would cross the week ending boundary. This does not affect your Week Ending Day set in User Preferences which is used for Timesheet generation.
(4.0.5) Wishlist Set Standard Filtering on Applicant Contact Management Grid
(4.0.5) Wishlist Added a Day View to the Job Shifts Diary Screen.
(4.0.5) New Added an option in Applicant Contact Management to include people who have no entries in their Notebook.
(4.0.5) New Added System Owner settings for the Password Complexity policy for the Rdb Password. This allows the System Owner to set a default Level of Complexity to Off, Medium or High. The Medium and High Levels are defined by a Regular Expression which can be edited by the user to suit their requirements.
(4.0.5) Wishlist Added the Client Card View to the Client Search Results Screen.
(4.0.5) Bugfix RDB Document Editor - if you added a Hyperlink into an empty document you were unable to insert any text in front of the Hyperlink.
(4.0.5) Bugfix RDB Outlook Sync - fixed a bug when if you selected all Mail Folders Sync would not include folders that were more than three levels deep.
(4.0.4) New Placement Expenses now have Effective and Expiry Dates if you want to restrict the use of certain Expenses within a date period. These can be left blank if they are valid for the length of the placement.
(4.0.4) New Overtime Rates can now be assigned a Charge Unit that is different to the Contract Placement Basic Charge Unit. If you do not assign a Charge Unit then the Rate will inherit the Charge Unit from the Contract Placement as before.
(4.0.4) New Require Assigned Availability. This is a feature for those who wish to assign Availability blocks in the Availability diaries and when they search for available worker only those who have been marked as Available will be found. There is a new Object Diary Type called "Availability". There is a new setting in the System Owner/Global Settings screen to set this value on. Users can override this in their User Settings or on the Availability match screen where they can choose to turn this on or off when they run an availability Search. Auto matches will use the Users setting from their User Preferences.
(4.0.4) Bugfix When check for clashes for a Contracts worker the system was not ignoring Not Required Variances.
(4.0.3) Bugfix If you edit the User Thesaurus and then run a Free Text Search it sometime can take a minute or two before the changed Thesaurus is used.
(4.0.3) Bugfix If a user deselects all criteria in the Batch Interview confirmation wizard then they may get Jobs which are in a sector that they are not currently logged in to.
(4.0.2) Bugfix Schedule display error - if you enter an overnight recurring shift pattern - on the last day, there will appear to be another working shift made starting the day after the end of the placement in the availability diary.
(4.0.2) Bugfix If there are multiple permissions on a shared diary then it should resolve their rights over the diary using the and-ing and or-ring from the user's table, it seems like it has the order by's swapped over on the SP's which is causing it to work in reverse, so and-ing is or-ing and vice versa.
(4.0.2) Bugfix Remove any variances which fall outside of the range of the recurrence after a recurrence range is edited. Note this does not remove variances which fall on a day when the new pattern would not normally occur however the user has the option to remove all variances if they wish. On balance it is considered better to not remove all variances (Like Outlook does) as the user may simply be extending and end date and would not with to lose any variances they had already set up.
(4.0.2) Bugfix Character limit of 50 for the Description field in the Client Rates Screen was not enforced.
(4.0.2) Wishlist When the user changes the Client Rate in a Placement then if the Placement does not already have any of the Overtime Rate defined by the Client Rate they will be added. Any rates in the placement that are not defined by the Client Rate will be removed if it is possible. They will not be removed if the rate has been used by a timesheet.
(4.0.2) Bugfix Added a <td> style in the Html header of an outgoing email to work around an Outlook display bug - when the user uses Arial as the font for an email the text in table cells is formatted in Times New Roman by Outlook.
(4.0.2) Bugfix The image shown in the Placement Message should be that of the Placement Consultant, not the User who Creates the Record.
(4.0.0.0) Improved Update Word Processing components(see above)
(4.0.0) Bugfix The Awr Clock was not reset when a worker had a gap in work of > 6 weeks which spanned a Client planned shutdown but the gap was within 6 weeks of each end of the planned shutdown.
(4.0.0) Bugfix Applicant Action updated to Stage 7 - Offer Accept, Placement created but no longer adding the Diary entry to the user Diary for the START DATE. This is on TEMP or CONTRACT Jobs
(4.0.0) Bugfix Note Link not made when Emailing Company with no Contacts
(4.0.0) Wishlist RDB now uses Latitude and Longitude for calculating distances between Locations. Existing and new locations with Eastings and Northings will be automatically updated to include Latitude and Longitude. This means we can now support Location Searching internationally. The Locations form now allows you to manually update Latitude and Longitude.
(4.0.0) Bugfix Default Job HTML Export would sometimes put a job in the wrong published Category.
(4.0.0) Bugfix If a Job is saved in a Sector from which the Job Client is later removed, when that job is viewed the Sector will be blank.
Released 12/12/2013
Included Applications:
RDB ProNet Client
RDB ProNet Client
(3.4.5) Updated Help file with added Video links in many of the topics.
(3.4.5) Added error handling when displaying PDF files in the Browser control, also better focus control so that the browser doesn't steal focus after it has loaded a page.
(3.4.5) Wishlist Placement Screen will include the Time for the CreatedOn and UpdatedOn Dates in the status bar.
(3.4.5) Bugfix Language fix for WorkHistoryType - the label for this field in the Work History Screen was not translated at run time.
(3.4.5) Bugfix If you change a placement type from perm to temp and the placement aftersave SP returns an error within the same save process the client is not creating the contract placement record. On the next save attempt it appears to the user to save but it is trying to update the contract placement record which doesn't exist, so shifts etc are not saved.
(3.4.5) Bugfix Error message appears when opening the invoice index from a client record where no invoices exist against that client:
(3.4.5) Bugfix System Owner Branch Fax and BranchTel were swapped on Save.
(3.4.5) Wishlist Allow more space for the Notes column when using the Mergefield PlacementOvertime.TableWithNotes.PayRates or PlacementOvertime.TableWithNotes.ChargeRates
(3.4.5) Bugfix Review List - Grid alternate row colouring was not always shown if the user changed their settings.
(3.4.5) Bugfix Added back the ability to multi select document in the Placement and Job Documentation control when you press the Create an Activity button.
Change Alerts
None.
Form Designer Changes - Saved Form Design that need to be checked after the update:
None
New Plugin Packages
Merge Suite - We will be shipping the Merge Suite with RDB ProNet and maintaining it with each future release. By default this plugin will be disabled but if any users have a previous version of the merge suite we will assign the package to those users.
Changes
(3.4.4.1) Bugfix Applicant Action Index was calling its initial grid load twice.
(3.4.4) Bugfix The Job Review list would throw an error if the user clicked on the Last CV tab and the Applicant had no CVs.
(3.4.4) Bugfix The merge format of the Interview Prep Time was set to Windows Long Date plus Windows Short Time.
(3.4.4) Bugfix The Notebook form would show the wrong counts against some of the folders if you view Another User's Notebook.
(3.4.4) Wishlist Added auto refresh to the Contract Job Manager after a new Job is Saved.
(3.4.4) New Added Select buttons on the To address for Applicants and Contacts in the Interview Confirmation Wizard.
(3.4.4) Rdb Sync When the 'Import Only Recognized Contacts' option is set, if the email is recognised in the database and is not the user's email address or reply to email address then the email will be imported.
(3.4.4) Wishlist When creating a new job for a Client we have added back the functionality where certain data was copied from the most recently created job for that Client. We have added a new Registry Setting DISABLE_NEW_JOB_DEFAULTS which will disable this funtionality for those that do not want it.
(3.4.4) Bugfix Grids in the Interview Confirmation Screen will remember the users serttings if the User has selected Grid Customisation in their User Preferences.
(3.4.4) Wishlist Added the option to Select a Template in the Interview Confirmation Wizard.
(3.4.4) Wishlist Added buttons in the CC and BCC fields in the Interview Confirmation Wizard to allow a user to pick an Applicant, Contact or Local User to CC or BCC the Email to.
(3.4.4) Wishlist Added a Preview Email option to the Interview Confirmation Wizard. This will send the currently selected Email to the Users email address.
(3.4.4) Bugfix "In the overtime section of the temp rates we are finding the tier 2 pay and charge rates can be entered and saved fine, but when we go back into the entry it has been rounded to a whole number."
Please read the General Notes first.
Change Alerts
As of this release we have added categorisation flags to this file such as "Wishlist" and "Developer" to assist in identifying changes that may interest a reader.
Form Designer Changes - Saved Form Design that need to be checked after the update:
Due to additional Columns in the Interview Types form you may need to reset the Columns in your List.
Contract Job Manager - we have added a drop down at the top of the screen. Note also that the first time a user loads this form the Grid settings are reset to default values to support the newly customisable interface and the summaries.
Contract Job Manager Explorer Bar - new Items are available - "Assign Worker".
Job Form and Job Template Form - CV Keyword Text box - Note that if you have a saved form design in the Jobs Form you may need to reset the MaxLength of this field to a value of 32767 (which is the largest value that the control will accept.)
CV Editor Form has had some changes which will affect form design, please check your layout.
New Plugin Packages
With this release we are including the following plugin packages. These packages will be enabled for all Users by default. You can disable them or assign them only to specific users, groups or sectors in the Plugin Package Manager screen.
Notes: If you already have the package installed then the update will detect this. If you already have a plugin of the same type installed as a Plugin Dll then this will remain in place, but we recommend that you switch over to using the new plugin packages and remove the plugin dll.
Drive Time - This Plugin adds a Drive Time option to the Explorer bar for Applicants and Clients and will attempt to calculate direction using Google in your browser after you select the destination Client (for Applicants) or Applicant (for Clients).
Web Url Tab Control - this plugin adds a new tab to Applicants, Clients, Contacts, Jobs, Placements, Search results screens and the Contract Job Manager. The tab works with the Urls that already exist in your Phones table, so if you have a Company Website and a Linked in URL these tabs will show. There is a new tab which will search Google for the names of the Applicant/Client and you can navigate to a URL and if you like you can simply add the URL into RDB.
Co Credo Credit Checking - this plugin allows you to Credit check your clients.
Sales Pipeline Report - comprehensive Sales Pipeline custom Report.
Daily Update - this is a summary of Diary and Tasks Due today, along with Outstanding Compliance Tasks, KPIs, Placement Fees and Contract Margins. There is both a Startup plugin and an Applicant Toolbar plugin installed by default.
RDB ProNet Protocol handler - Developer This plugin is delivered disabled by default, but if this is enabled RDB will respond to protocol links such as this one: rdbpronet://viewapplicantrecord?applicantId=1466 The link can be treated in a similar way to an http link, for example you can attach a hyperlink to some text like this. This means you can send links via messages such as email to your staff which will open a specified page inside Rdb, or you can embed links in reports etc. Usage is documented in the developers SDK.
Changes
(3.4.3) Wishlist Added the ability to attach iCalendar files to Interview confirmation Emails.
(3.4.3) Sync - the All Public Folders folder will be excluded from Sync as they can be very slow to enumerate for people who have larger numbers of public folders. If you did want to sync emails from a Public folder you can add it to your Public Folder Favourites in Outlook and Sync it from there.
(3.4.3) Sync - When Sync starts if you are using an automated schedule then the first Sync will wait for the time specified by your schedule before running its first sync.
(3.4.2) Developer Bugfix Functions InvoiceSendData and SelfBillingInvoiceSendData have been extended to include CC and BCC email addresses as part of their return data and if you customise this function the email addresses will be handled by the application.
(3.4.2) Wishlist Applicant Search Result Screen, Review List and Applicant Contact Management screens the Latest CV Viewer is now able to display Pdf CVs in place.
(3.4.2) Wishlist When launching a CV externally, not making changes, then closing the RDB CV, prevent prompt to save changes.
(3.4.2) Wishlist Added a "Convert To Pdf" option in the Document Editor. Also added an option to "Import Pdf for Editing" when the Document is in Pdf format (Note that encrypted Pdfs cannot be imported for editing). This will import the Pdf to Rtf format to allow the user to edit it. It can then be Converted back to Pdf if required. In both cases the user has the ability to check the conversion before saving changes as we cannot guarantee the conversion will maintain 100% of the formatting with every document.
(3.4.2) Wishlist Added a "Convert To Pdf" option in the CV Editor under the File Menu. Also added an option to "Import Pdf for Editing" when the Document is in Pdf format (Note that encrypted Pdfs cannot be imported for editing). Also added a Launch Panel when the CV requires an External Editor.
(3.4.1) Developer Added a type of Bit for Search Columns. Use this when adding in a column to the SearchColumns table that is a BIT and you are using the ucBoolean Control.
(3.4.1) Wishlist Added Credit Check field to the available Search Columns for Clients.
(3.4.1) Allow users to reassign tasks that are assigned to them even if they are not the task creator.
(3.4.1) Wishlist Added CV Source as an available search column
(3.4.1) Bugfix When an email generated from a task with a contact linked and select “Other Links” doesn't always link to the contact's notebook.
(3.4.0) Wishlist When you view the task index and then hit the drop down under Task Lists you will no longer see users listed who are marked inactive.
(3.3.7) Wishlist Created a TIMESHEET_AFTER_SAVE procedure as a placeholder for customisation. This is triggered when a timesheet is edited and saved in the UI but is not triggered during batch creation of timesheets.
(3.3.7) Wishlist Added UpdatedOn column to all consultant tables.
(3.3.7) Bugfix Included SMTP credentials where required for Compliance Task Emails.
(3.3.6) Contract Job Scheduler. When you are filling a Contract job from the Contract Job Manager, or a Search Results list a new screen will load to assist you with scheduling the Placement. If you select a single date or dates from the Contract Job Manager then the new Scheduler will default to filling just those dates. The scheduler by default will only schedule dates where there is an outstanding requirement and the Applicant is available, but the user is able to override this easily. Note that this new screen can be disabled using the Registry Setting DISABLE_CTRCT_SCHEDULER
(3.3.6) Added a new option to Object Diary Event Types - "IsBusy". By default all entries other then "Not Required" are marked as IsBusy = true. If you want availability checks in Rdb to ignore any particular kind of event then you can mark it as IsBusy=false.
(3.3.6) Contract Job Manager - bugfix. When a non recurring shift in a placement was marked as "Not Required" this would show in the contract job manager as needing an extra person to fill the "Not Required" slot.(If the event was a recurring event this would show correctly).
(3.3.6) The Applicant Search Screen will load up with a list of recently viewed Applicants rather than an empty list.
(3.3.6) Bugfix. If you have been using a form design that was created by someone who was using a different number format, eg you are using English (en-GB) but the person who created the form used German (ger-ger) then you might have had an error when loading a form design. To correct this problem all form designs are now saved using a universal format - to correct the problem the person who does not experience an error when loading the form design should simply re-save the form design.
(3.3.6) Wishlist. Added support for plugins in the Invoice Editor and the Invoice Index.
(3.3.6) Wishlist. In the Notebook Form added handling in the document preview pane which now supports additional formats. Some of the formats require that Windows has the appropriate viewer installed for Internet Explorer - the list of formats supported by the previewer is:
doc, docx, rtf, txt, htm, html, pdf, wmf, mht, jpg, jpeg, ico, png, swf, mp4, mov, bmp, gif, xml
(3.3.6) Wishlist. Added Forward, Reply and Reply All options in the Notebook editor. When you use the Forward, Reply or Reply All option you will also get the Email header inserted at the top of the original email content.
Also added an improved viewer for Html Content when the Notebook Item is readonly (i.e. "Protected"). This works in the same way as the Email Preview in the Notebook form.
(3.3.6) Bugfix Outlook Sync - if you had a group Event in RDB that ended up in the Appointment Conflicts screen, you would get an error message during the sync process if you edited that appoinment again in Outlook.
(3.3.6) New screen - the Interview Confirmation Wizard. This screen is launched whenever the user needs to send out Interview confirmations. Note that this screen can be disabled using a Registry setting USE_OLD_INT_CONFIRMATION though this is not recommended as this old screen will be removed from a future release.
The Validation list is customisable using the View VW_INTERVIEW_CONFIRMATIONS.
This wizard has some additional features including the ability to define attachments for Applicants and Contacts such as Job Documentation and CVs.
It also allows you to consolidate emails for Contacts - there is a new Template for a consolidated contact email. Note that if the consolidation results in a single confirmation for a contact then the most specific Interview template will be used rather than the general Consolidated Template.
It also has improved functionalty for attaching documents to individual emails from Stored Documents, Job Documents or from the file system.
(3.3.6) Wishlist. The Change Password Form has been made available to users even if they are using Integrated security. This is for other Applications that may not be able to using Integrated Security. For example the RDB Mobile Service can now be set to NOT use Integrated Security if required, in which case it will use the credentials stored securely in RDB. If a user is using Integrated Security they will not be required to enter their old password when changing their password.
(3.3.4) Wishlist. Invoice Index you can now multi select invoices and hit Email Invoice - this will prepare an Email with the HTML Invoice attached for each Invoice selected. You can then review and send each email individually. ( For an automated send you can use the Email All Pending option)
(3.3.4) Altered the following Compliance Task procedures so that they only send a single notification. AWR Parity Information Request, Send Day 1 Rights Document Request , Send Day 1 Rights Document Request Follow Up and AWR Parity Information Repeat Request.
(3.3.3) Developer. Plugins API extended to include easier access to many standard features in Rdb. Please see the API documentation for full details.
(3.3.3) Timesheet Batch Screen has been updated to show a Create Tab, a Print Tab and a Log Tab. The Create process will create all Timesheets (regardless of the Placements "Send Timesheet" Frequency setting) for the selected period. Also you can select whether or not to generate a default set of hours based on the Placement Schedule for each timesheet. The "Print" Tab works as before, allowing you to Print off a checklist, Covering Letter and Blank Timesheets if required.
(3.3.3) Bugfix. Timesheet Batch - when using the Batch Run tab the Period used was always Weekly Timesheets, even if you set it to Monthly.
(3.3.3) Developer. Added the ability to Open many more standard forms from within a Plugin by triggering the LoadRdbForm Event. See Plugins.RdbForms class for a full list of supported forms.
(3.3.3) Added the ability to disable a Plugin in the Plugin Package Manager which will disable it for all users.
(3.3.2) Added the ability for Report Grid to use Stored Procedures from Schemas other than dbo.
(3.3.2) Bugfix Phone Grid - if you try to delete a record and get an Error, then leave the error on-screen an Open transaction remains in the Database until the user closes this message. Transaction is now Rolled Back before the message is shown to the user.
(3.3.2)Bugfix Fixed a bug introduced in 3.3.1 where Interview Time was shown as DateTime when merged into a document.
(3.3.2) Bugfix Sync - fixed a bug where some users would get an error if they tried to Sync from the tray icon using "Sync All".
(3.3.2) Bugfix Fixed a bug in batch emailing of invoices (SP [INVOICE_BATCH_EMAIL]) where the users SMTP credentials were not used.
(3.3.1) Wishlist. Added a "Send Email" Option to the Review List which is similar to the existing "Send SMS". It will pop up an email pre populated with the selected Applicants email addresses in the BCC list.
(3.3.1) Fixed a bullet point formatting bug when sending Emails. All styles are in the Html body rather than using CSS styles in the Html header for the Email. This approach works generally works best for Email HTML.
(3.3.1) Fixed a bug in the display of Variances assigned to night-shifts in the Availability diary - in the display the variance would appear to affect the prior shift.
(3.3.1) Added a new Compliance Task Definition - Applicant Attribute Expiry Warning. Will generate a warning Email to the Primary Consultant when the Expiry date of an attribute is within 30 days
(3.3.1) Sync - Improved conflict detection for Calendar Items
(3.3.1) Sync - Improved Email direction detection. (Incoming/outgoing mail)
(3.3.1) Improved the way that the Contract Job manager is refreshed when edits are made in other screens which would effect it.
(3.3.1) The Contract Job Manager now supports Job Tab Plugins and the Custom Columns Tab. It also and allows you to specify the number of days that you would like to see in the Grid and now shows summaries of the number of working shifts filled and required.
(3.3.1) Wishlist. The Contract Job Manager Grid is now customisable, using View VW_CONTRACT_JOB_MANAGER.
(3.3.1) Wishlist. Client Rates Screen Grid is now customisable and uses the View VW_CLIENT_CONTRACT_RATES
Form Designer Changes - Saved Form Design that need to be checked after the update:
Change Alerts
Microsoft .NET Framework 3.5 SP1 is required on any Client machine that needs to run the RDB ProNet Client.
Please review this document and other upgrade documentation carefully prior to upgrading. We recommend that you carry out the upgrade in a test environment first, and validate your customisations prior to upgrading your live systems.
The suggestions engine of the Spellchecking component has been improved in this release.
New Licensing options are now supported, including an Enterprise model. Please contact FCS for further details.
Free text searching results screen has been improved with better information and hit buttons and we are now using the HTML preview engine from dtSearch to display hits.
The new Plugin Packages will provide a much easier way of distributing plugins to your users and will allow us to more easily provide an online repository of plugins that will be easy to download and upgrade.
Many other bug fixes and enhancements.
Changes
(3.3.0) The Developers SDK has been updated to include a Plugin Package tool which allows you to create your own Plugin packages.
(3.3.0) If you are programmatically adding CV files to a drop zone it is now possible to provide some pre parsed or known data to CV Reader. Please follow these steps as outlined in the ResumeXmlDefinition.txt file in the CV Reader installation folder.
(3.3.0) CV reader Added Desktop Alert messaging (pop up messages from the taskbar) and better handling of locked files and Read Only files, e.g. if you save a file in Word straight into the drop zone this will be detected an no error is generated. You will be able to click "Check Now" after you have closed the file so that it can then be processed.
(3.3.0) CV Reader. If you have your drop zone on a network drive and you set the "Poll drop zones" option on, this will now turn off the File Watcher and inhibit error messages caused by CV Reader attempting to process a file before it has been fully copied into the drop zone.
(3.3.0) Change default Applicant Cardview to show Rate Unit description rather than the Id.
(3.2.5) RDB Sync. Added support for importing digitally signed emails.
(3.2.4) Bugfix. Contact attributes were not deleted if you used the attribute editor form and "Removed" the attribute.
(3.2.4) CV Reader. Increased the Max size of the field for the POP Server address to 250 characters.
(3.2.4) Bugfix. CV Reader - if you copy and paste a file into a folder above the Root folder you might get an error.
(3.2.4) Added support for Merge Options when merging plain text. An example of this would be in Invoice Detail Line Templates, so now the options [D].[DL] and [Text: xxx] are supported.
(3.2.3) Improved suggestions quality when spelling errors are found.
(3.2.3) Added Notebook Type selector for all mailshot types. If there is more than one notebook type with a system code of Mailshot, it will prompt the user to select the notebook type if they choose to log a notebook item.
(3.2.3) Bugfix. In Managers Reports if you selected a long list of consultants you would get an error.
(3.2.3) Bugfix. When sending Contact documentation from a Placement to a Client and where the Placement Contact is also an applicant under certain circumstances the Placement Contacts name was merged into the Applicant Name merge fields.
(3.2.3) Added Job.ContractJob.ChargeUnitDescription as a merge field for next release.
(3.2.3) Added Merge field for Applicant.EmploymentDetails.PaymentType to replace the old Applicant.EmploymentDetails.PAYE merge field.
(3.2.3) Improved handling of list formatting when importing Word documents.
(3.2.3) Bugfix. When exporting an RTF document the hyperlink anchor text was lost and only the raw link was displayed.
(3.2.3) Replaced the "Broadbean Job Upload" button on the Job Publish Tab with a "Job Upload" link. The link has the same functionality as the button had previously but takes up less space. Also removed the Table which showed usernames and dates uploaded as this information was incomplete and it was thought better to check the Jobs actual upload status with your provider
(3.2.3) Added an instruction in the Application's Config file to use the system default proxy if there is one present.
(3.2.2) New Licensing format. To facilitate Enterprise Licensing features in RDB we now have a new format for our Licensing data in RDB. To allow your system to update its license to the new format you may be prompted to allow a Http request through your Windows firewall. It is recommended that you allow this request as once the license has been updated no further requests are required.
(3.2.2) Enterprise licensing has been introduced which allows you to pool your RDB licenses between different RDB installations within your enterprise. Please contact your account manager for further details.
(3.2.2) It is now possible to click on "Update License" in the Help/About Form if you have the System Owner rights. This will allow you to receive a license update directly from our servers. You may be prompted to allow RDB to make a Http request via your firewall if you want to use this service. This will allow First Choice to deliver license changes to you without the need to use a SQL Script.
(3.2.2) Bugfix, Details: Error received: Object reference not set to an instance of an object in Applicant Contact Management when using Ctrl + Click on a Phone Object other than a URL.
(3.2.2) Bugfix. Ensure Review List form sets custom Tab control visibility properly.
(3.2.1) New Restriction - View Plugin Package Manager.
(3.2.1) Plugin Packages. A new way of distributing plugins to users without the need to copy files. All binaries and dependencies are stored in the database and assigned to users, groups or sectors by a manager. Plug In distribution can be managed centrally from the Database for all users without the need to distribute plug in files manually. This feature will simplify management and distributions of plugins.
(3.2.1) New display column in Work History Grids which show a comma delimited list of the Statuses of all references associated with the work history.
(3.2.1) Bugfix. When creating a new Job from a Contact, the Client Contact field is not displaying the Contact Name. Click on SAVE and the name field is populated. Fixed.
(3.2.1) When you edit a recurring diary event the default colour now remains the same as the original colour rather than setting it to grey.
(3.2.1) Fixed an issue with free text search - Notebook Items which were in Html format (often Emails imported by Sync from Outlook) did not always show the notebook subject correctly. You will need to install the latest Indexer and perform a full reindex to get the improved handling.
(3.2.1) Added notification for the user if they try to access a record in the Review List that has been deleted by another user.
(3.2.1) Added Hit buttons on free text search results screen. Also added a column for the first 80 characters of the search document. We have also switched the Hit View screen to using Html in an embedded browser, rather than RTF, which allows us more flexibility to add thing like Hit buttons.
(3.2.1) Ensured that the CreatedUserName and the UpdatedUserName columns were populated in the Object and Job Attribute Grids.
(3.2.1) When creating a new Contract Job from a Template, if a relevant Client Rate is found this will be set in the Client Rate lookup in the new job.
(3.2.1) Removed the Worker's location from the Timesheet printout - this was misleading as it could have been interpreted as the work location.
(3.2.1) Added a Note column to the Job Overtime Rates Table. Also added the ability to merge the notes into documents using the new <JobOvertime.TableWithNotes...> and <PlacementOvertime.TableWithNotes...> merge fields.
(3.2.1) The Timesheet Batch form has a new Tab called Create Default Hours. This will create Timesheet Hours based on the Placement schedule for all timesheets for Placements that are in Sectors that the User is logged in to. The Create Default Hours button on the Timesheet Entry form also uses the same function. This means that the behavior for creating default hours can now be customised in this stored procedure and will remain consistent. Note that hours will only be created for "Hourly" or "Daily" contracts, other types of Rate Units still require manual entry.
(3.2.1) Removed the option to "Add 1 Line Basic" in Timesheet entry. This is due to AWR compliance requirements - in order to accurately count AWR weeks we need to know which days a person has worked on. The Add button on the Timesheet editor now automatically adds the next available date, the first available rate and puts the user into the Hours to edit the value to simplify the manual entry of hours.
(3.2.1) Added new option to Delete a timesheet from Timesheets pending screen. The deletion will only be allowed if the user has the rights to do so - which is controlled by the TIMESHEET_USER_CAN_EDIT procedure.
(3.2.1) Bugfix - in Client lookup screen if you typed more than 10 characters for any individual part of the company name you would get a blank search result.
(3.2.1) Bugfix. To replicate this create a new 'Contract' Job with an end date - assign an applicant - add authorised absence as last couple of days - change the end date so it now doesn't cover the authorised absences - save - open Contact Job Manager - Error "Details : The given key was not present in the dictionary." will come up.
(3.2.1) Attribute tree view load times have been optimised. They have been refactored to load on demand so that users with very large numbers of attributes and attribute masters will see a significant performance benefit.
Form Designer Changes - Saved Form Design that need to be checked after the update:
Placement Form. The section with Contact Lookups will need to be checked.
Jobs Form. The section with Contact Lookups will need to be checked.
Applicant Action Form - Contact Lookup
Change Alerts
Please review this document and other upgrade documentation carefully prior to upgrading. We recommend that you carry out the upgrade in a test environment first, and validate your customisations prior to upgrading your live systems.
In this release we have introduced an updated Word Processing control. This will fix many formatting issues when interoperating with Microsoft Word, but inevitably may introduce subtle changes to the behavior of the control, so you are advised to pay special attention to documents and templates in this release, particularly if you have a templates with complex formatting. For further information see http://www.textcontrol.com/en_US/support/issues/dotnet/1700/
If you use the RDB Compress RTF Utility you should upgrade to version 3.2.
We have introduced a new spellchecker in this release. This new spellchecker has improved integration with the Word processing control and allows us to reintroduce inline spellchecking. This spellchecker also integrates more easily with standard Text boxes so we have been able to introduce spellchecking in areas such as the Client and Contact Profiles.
Pure HTML Mailshots - this is a new feature that allows you to convert an Email Template into pure HTML. In this mode there is no merging of data in the Email body, although the Subject line can still contain merge data. The Email body will be the same for all recipients and is intended for Newsletter style mailshots. You will need to edit the HTML yourself in your HTML editor of choice. A benefit of this is that you can create very rich and attractive mailshots, but you need to ensure that you create HTML that is compatible with Email readers. Use the built in Preview Email button to assist with this.
We have now allowed users to Select Job Contacts from within the Clients Organisation structure. If you have customisation which assumes that the Job Contact will be linked directly to the Job Client then you will need to refactor this logic.
Changes
(3.2.0.4) Bugfix - Placement Index, Contract Dates - error "Key not Found". Fixed.
(3.2.0.3) The "New Applicant" screen should not set a default Assessment date - fixed.
(3.2.02) Fixed a bug in the Review List form that prevented an Note from being Saved.
(3.2.01) RDBSync - Fixed a problem where users could get a message "Your server administrator has limited the number of items you can open simultaneously. Try closing messages you have opened or removing attachments and images from unsent messages you are composing." This can happen when a Outlook is not using Exchange Cached Mode.
(3.2.0) Fixed a bug in Interview email confirmations. If you set the option to attach the CV, and you preview the Emails and you send out the applicant email before the client email then the CV would not be attached to the Email and you would get an error. Fixed.
(3.1.3) Further performance optimisations to the Awr Clock calculations.
(3.1.3) Job Contacts can now be selected from any Client Branch (i.e. from within their Organisation Tree). This also applies to Applicant Action contacts and Placements Contacts
(3.1.3) A new job will no longer pull through the last used invoice contact, instead it will leave this blank. You can still set it if you like, but if you leave it blank, then when a Placement is created the system will use the current Billing Contact from the Client as the Placement Invoice contact. Only if the invoice contact for a particular job is going to be different to the Company's default should you fill in the invoice contact on the job.
(3.1.3) The Client Search form has been refactored to use the same view that is used in the Client Search/Match results screen (VW_CLIENT_GRID_VIEW). This means that the columns for this screen can now be customised.
(3.1.3) The Client Search form did not always show correct
results under certain circumstances. (when there is a repetition of a word
in a client filed as name e.g. cones construction has 'con' appear twice in
it.. when this occurs the stored procedure which runs the search will look at the
objects table and get two hits which it will see as a record and then
display that as a result in the search along with your full search.) -
Fixed.
(3.1.3) Outstanding Interviews - created User Name field not populated - Fixed.
3.1.3) CV Reader will now attempt to create all of its required root folder paths at startup.
(3.1.3) Refactored the lookup form for selecting the body text from another Mailshot (Mailshot - Send By - Body Text - Select from Other Mailshots) Stored Procedure MAILSHOT_TRANSPORT_LINK_SELECT_EXCLUDING can now be customised.
(3.1.3) Updated Work History Search Columns - where the Search Column relates to the Placement Table the Column Display name is set to Placement..., e.g. Placement Created By.
(3.1.3) Timesheet Billing. Timesheets with no Hours and no Expenses will no longer generate a Zero Amount invoice. These Timesheets will still appear in the Timesheet Generator so that users are able to see these Timesheets as they may need to have hours or expenses added to them. If these Timesheets are not intended to be billed then they could be marked as not Ready For Billing, or they can be deleted if they have been added in error. If you want to generate a Zero amount Invoice Line for a timesheet, then you need to add an entry in the Timesheet Hours for that Timesheet for 0 hours and then mark it as ready for billing.
(3.1.3) Altered CONTRACT_PLACEMENT_SELECT_CARDVIEW, PLACEMENT_SELECT_CARDVIEW, JOB_SELECT_CARDVIEW and CONTRACT_JOB_SELECT_CARDVIEW so that by default the numbers only show 2 decimal places.
(3.1.3) Bugfix - Create a job with NIGHT SHIFT (e.g. 10 pm to 5 am), create a Placement and perform Timesheet batch and Create Default Hours; this doubles the hours worked on the timesheet created. - Fixed.
(3.1.3) If you launch a CV file in the external editor then the form marks the record as changed, this means that the user will be prompted to Save if they Close the form without Saving. The user will also be asked if they want to reload the document.
(3.1.3) In the CV Editor form, if you launch a .docx to be edited in with an external editor the document is converted to .doc format. This is due to inconsistencies between the way Microsoft Word and the RDB Word Processor write .docx files. Reading and writing of .doc files is more consistent.
(3.1.2)Removed a reference to "Chilkat" in outgoing email headers as Gmail has started to spam trap anything with that word in the header.
(3.1.2) Bugfix - in a Contract Placement for a worker on "Contract of Employment", if you select a different Contract Rate the value for the Pay Rate that was pulled through was the Contractor rate rather than the PAYE Rate. Fixed.
(3.1.2) dbConfig Editor. You can now Set the default dbConfig file in the Registry without having to "Save" the file.
(3.1.2) Bugfix. If you mark a non recurring Working Event as Not Required the Event Colour is set correctly.
(3.1.2) In Placement Schedule we have removed the words "This Placement" from the Events. The Red Led indicated that the Event is linked to the current placement and so we are able to show more information about the event. This also means that the Event looks the same as in the Availability Diary form.
(3.1.2) Bugfix - if you set up a person who was both Contact and Applicant, then set mailshot options for the Contact without setting any for the Applicant, these options would appear to be set also for the Applicant record.
(3.1.2) Refactored the Phone Card View so that the data is returned by a Stored Procedure called PHONE_CARDVIEW_SELECT. By default this limits the number of Contacts returned to 20 when viewing a client record. This eliminates a problem for users who had Clients with thousands of Contacts.
(3.1.2) Fixed a memory leak in the Timesheet Image Viewer.
(3.1.2) Changed the Compliance Task Index to show the Task Logs in a separate grid.
(3.1.2) Added document Merge fields for Placement Awr and additional Awr related Job and Placement fields - ClientHirerLegalEntity, ClientRateDescription, ClientEmploymentDetailDescription and also for ClientProfile.
(3.1.2) Bugfix. When sending Interview confirmation emails, if you have an image in the email and you did not preview the email, then the image would not come through correctly.
(3.1.2) Bugfix - Contact Cardviews would display the phone numbers for Clients where the contact was marked as "Has Left"
(3.1.2) Bugfix - Details: Invoice line item description on Html invoice template does not handle line break.
(3.1.2) Added the ability to convert an Email Mailshot to pure HTML. This is useful when you want to mail out rich Html emails which don't require any merge fields. Users will require some knowledge of Html to use this feature.
(3.1.2) Added new Index for Mailshots. Now when you choose Mailshots from the Main Form Toolbar or Explorer Bar you will get an Index rather than a search screen. Mailshots can be managed from this Index. We have removed the ability to Create and Delete Mailshots from the Mailshot Send Form.
(3.1.2) Bugfix - it was possible to delete a Mailshot form the Mailshot Properties form, even if the Mailshot had a Locked Send associated with it. The Delete Option has been removed from this form, and the MAILSHOT_DELETE Stored Procedure also carries out a further check to ensure that Locked Mailshot Sends cannot be deleted.
(3.1.2) Add two new Stored Procedures to allow DBAs to customise the default set of Search Criteria from the Applicant Form and Job Form. These are SEARCH_COLUMN_APPLICANT_FOR_JOB_DEFAULT and SEARCH_COLUMN_JOB_FOR_APPLICANT_DEFAULT.
(3.1.2) Introduced the ability to Store Documents, Templates and CV Contents in the File System. This is not enabled by default and requires a dba to set this up. It is intended to allow for Archiving of older documents into the File System. These document are still readable and editable in RDB.
(3.1.2) The HTML Email Template Editor now exposes the Subject for the User to Edit.
(3.1.2) Fixed a bug in the Contract Job Manager - if a user has added an authorised absence and Industrial Action on the same day then this was double counted, so you might get (-1/1) instead of (0/1).
(3.1.2) Images on the Applicant and Person are now shown in Zoom mode rather than Stretch mode, and there are some additional functions on a new Options button for Copy, Paste(from either an Image in the Clipboard or an Image Filename in the clipboard) - and Shrinking the image to a suitable size.
(3.1.2) RDB Sync - we have enforced a minimum schedule interval of 10 minutes.
(3.1.2) When view the Client Job Index, and you Select New Job from Template, if there are no jobs in the client jobs screen, it asks you to select a client before the job is created. Fixed.
(3.1.2) Fixed a bug on contract job - when using a Fixed rate and the duration of the contract was less than a week RDB was unable to calculate the Approx. Weekly Margin and showed an error.
(3.1.2) The Report viewer is now able to run reports which were developed using Integrated Security against any server.
(3.1.2) Removed the "License" text in the foot of the default Timesheet Report (Crystal Report version).
(3.1.2) Bugfix - under certain rare circumstances you could get a recurrence pattern in the Availability Diary where the Duration was greater than the frequency of the recurrence.
(3.1.1) Introduced a DateDimension Table to improve scalability of schedule based queries.
(3.1.1) New Registry Setting - KEEP_CONNECTION_OPEN. Set to True to keep the database connection open for the lifetime of the application. Set to False to close the connection after each use. The Default value is False.
(3.1.1) Improved notebook load times for large databases by populating folder counts in one call rather than individually.
(3.1.1) Jobs Index - The Archive option will now archive all selected job rows, rather than just the active row.
(3.1.1) When you select Send CV To Job, the Search Index has a filter combo which defaults to "My Jobs". If you change this to another setting, such as "All Jobs" then this screen will remember this setting for the user and show the screen with that filter next time it is used.
(3.1.1) A new option to allow candidates to be deleted from a Review List. By default you will not be able to delete candidates if a status has been assigned or if the submission is from a Tier 2 supplier.
(3.1.1) Upgraded the embedded Document Editor control to version 17SP1 from version 15.1, to provide enhanced Document handling.
(3.1.1) RDB now included spellchecking dictionaries for : English(UK), English(US), English(Australia), English(Canada), German, Spanish, Catalan, Dutch, French, Italian, Portuguese and Russian.
(3.1.1) We have reintroduced "Spell As You Type" spellchecking using a new spellcheck component. User Dictionaries from the previous spellchecking component are automatically imported. Go to Options/User Preferences then choose Document Editor and select Enable Spell As You Type.
(3.1.1) User Preferences - Notebook Preferences has been renamed to Document Editor as settings here affect the Document Editor wherever it is used.
Form Designer Changes - Saved Form Design that need to be checked after the update:
Grid Views
Changes
(3.0.7) Added two default alert notifications for AWR progress - AWR Qualification Progress - First Alert (triggered at 8 weeks) and AWR Qualification Alert (triggered at 12 weeks). These alerts send notifications by email to the consultants and also generate entries in the Compliance Task Index.
(3.0.7) RDB Sync - Fix for error "Your server admin has limited the number of items you can open simultaneously".
3.0.7) When you run a search from a temp or contract placement the “include criteria for standard match form” is disabled until you have set some criteria.
(3.0.7) Optimised graphics in the Notebook so that images in the Grid do not need to be converted from Icons to bitmaps.
(3.0.7) Bugfix: When merging a Time Custom Column show only the Time element (not the date).
(3.0.7) Added indexes on various tables to improve performance in large databases.
(3.0.6) Bugfix: In placement when selecting a different Client Rate for a PAYE Placement then the PAYE Rate should be brought through.
(3.0.6) Updated the Arc en Ciel Postcode Plugin so that it will look for the AddressUKNet.dll in its install folder. It is also now version agnostic so that a new update to Arc en Ciel should not require an update to the plugin. The plugin will look for the AddressUKNet.dll first in its installed location (e.g. c:\address\API\NET\AddrDemo), if not found then it will look in the folder where the postcodeplugin.dll is, finally in the folder where RDB is installed.
(3.0.6) Increased the size of columns AccountName and AccountUserName in the Broadbean Account Table to 255 characters as some Broadbean Accounts have exceeded 50 characters, which was the previous limit.
(3.0.6) Updated VW_CONTRACT_PLACEMENT_GRID to exclude Permanent placements that have an orphaned entry in the ContactPlacements table.
(3.0.6) Updated Document Indexer Service so that all calls to retrieve Document Content data are via Stored Procedures rather that direct SQL.
(3.0.6) Reverted ChilkatDotNet2.dll Component to Version 8.8.0 due to some clients have problems authenticating to Exchange with the newer component.
(3.0.5) Added Hours per Day to the Client Rate AWR Tab so that the Annual Salary Hourly equivalent calculation can use this value rather than the default of 7.5 hours.
(3.0.5) Added JobTemplateId to the Jobs Table. If a user creates a Job based on a Template then the Template used is now saved with the Job data.
(3.0.5) Bugfix: Contract Rates form was not calling Clear() on Tab Control Plugins when the user created a New record.
(3.0.5) Bugfix: The Timesheet image viewer would raise an error if a Timesheet document that was not an image (such as a PDF) was attached.
(3.0.5) Interview Confirmation by Email. When the user selects Attach CV, if a CV hasn't been sent with the Applicant Action, the user is given them a choice of published CV's to attach.
(3.0.5) Bugfix: CV Reader and RDB Sync - when using the -m command line switch for environments that do not support tray applications, such as Citrix - the minimised control form did not always show correctly.
(3.0.5) Updated the Database Update Tool to allow Saving of Customised Scripts.
(3.0.5) Bugfix: Fixed a bug in the Update Tool where a customised Stored Procedure with a name > 50 characters would not be shown in the Modified Custom Objects Tab
(3.0.5) Added UpdatedOn DateTime and Created and Updated System User Names to DBCustom.
(3.0.5) Job Shift Numbers - if you use the Diary for scheduling a Job requirement it is now possible to override the No of Places for any shift. For example you might set the Job No of Places to 10 (as a default). On Wednesday you might need 11, so you update the Wednesday shift to 11. Or you might have an early shift on Monday where you need 15 and a late shift on Monday where you need 20 - this is now easy to do. Also note that if you have a recurring shift if you want to set up a variance you can even override the No of workers required in the variance.
(3.0.5) Added Client, Applicant, Placement and Job Links to the Availability Diary Entry Form.
(3.0.5) In the Template editor and Document Editor added some information to make it clear when a Document needed to be Opened in an External Editor, and a prominent new button to Launch the Document. The existing button on the Toolbar has been retained.
(3.0.5) Organisation Chart - you can now add/change the Parent of a Client from the Organisation Chart.
(3.0.5) Added Search within Saved Tagfiles for Applicants, Clients, Jobs and Contacts. Search for an object which is in the Saved Tagfile List.
(3.0.5) Added Search within Tagfiles for Applicants, Clients, Jobs and Contacts. Search for an object which is in the Tagfile List of Selected Users.
(3.0.5) Relaxed the Restriction on Object Addresses. Previously you could only assign 1 address of a given type, now you can assign multiple addresses of the same type.
(3.0.5) Relaxed the Restriction on the Attribute Master Table so that it is now possible to have an Attribute Master with the same name under two different Parents, e.g. You can now have Skills\IT\Designer and Codes\Designer.
(3.0.5) Bugfix: User would be unable to Delete Attributes from Clients and Candidates if they had the "Delete Attribute" restriction. The correct restriction for this is "Object Attribute Delete". .
(3.0.5) Bugfix: Tier 2 Pay and Charge Rates in the Client Rates Tab were being rounded to the nearest unit.
(3.0.5) Details: Timesheet Billing Payroll Report, on the right hand columns some of them seem to be a bit small, when a 4 figure sum was hashed out.
(3.0.5) Bugfix: Placement Starts Event - if you set the Alarm Off in the Diary Event Lookup Manager this setting is now respected when the Event is created.
Form Designer Changes - Saved Form Design that need to be checked after the update:
Job Screen - Job Details group has been reworked to accommodate Client Hirer Legal Entity, required for AWR compliance.
Placement Screen - Placement Details group has been reworked to accommodate Client Hirer Legal Entity, required for AWR compliance.
Grid Views
Where Grid Views have been altered to be Customisable then the saved Grid View may need to be reset. Actual Columns present in the new default View may differ from previous versions.
1. If you don't already have it, then download Crystal Reports
2. Open your
3. Recompile your project.
4. Replace your
Changes
Form Designer Changes - Saved Form Design that need to be checked after the update:
Work History Form.
Job Form -Published Tab
Interview Form - new field for Interview Prep will need to be accommodated.
Grid Views
Where Grid Views have been altered to be Customisable then the saved Grid View may need to be reset. Actual Columns present in the new default View may differ from previous versions.
Changes
General Notes
New Explorer bar shortcuts will need to be added to the Explorer Bar (Right Click, Add) if you are using Saved Form Designs or Saved Explorer Bar Settings.
Form Designer Changes - Saved Form Design that need to checked after the update:
Client Billing Information Screen.
Review List - New Option Source may need to be added if required.
Changes
The Stored Procedure contains an example of usage. It uses Html from the Html Templates table with a System Code of 'EMAIL_BRANDING'. Inside the Html you need to embed the text [EMAIL_BODY] - this is where the content of the Email from Rdb will be merged into after it has been converted to Html.
General Notes
New Explorer bar shortcuts will need to be added to the Explorer Bar (Right Click, Add) if you are using Saved Form Designs or Saved Explorer Bar Settings.
Form Designer Changes - Saved Form Design that need to checked after the update:
None
Changes
General Notes
Form Designer Changes - Saved Form Design that need to checked after the update:
None
Changes
(2.5.1) Fixed a bug in the way that the Form Settings were initialised in the Main Form.
(2.5.1) Added a workaround to assist third party HTML mail readers which are not able to properly deal with numeric entities such as ' (apostrophe).
(2.5.1) Fixed a bug in the Pending Timesheets screen image viewer - if you saved a tiff file directly into the queue then an error would occur.
(2.5.1) Applicant Action Index now displays full date and time in the Date Time Columns in the grid. The filter cell now uses a Combo rather than a calendar to allow greater flexibility.
(2.5.1) Removed the Stack Trace when an error is shown in the CVReader Results Screen.
(2.5.1) Fixed a bug in RDB Sync - if you create a recurring appointment in Outlook for the "third Wednesday of every 3 months" you would get an error in RDB when you tried to edit the recurrence pattern after the event had been synchronised.
(2.5.1) Fixed a bug - if you save a Recurring Diary Event with an alarm that ends in the past you might get an error: Cannot insert the value NULL into column Delivery Date.."
General Notes
Form Designer Changes - Saved Form Design that need to checked after the update:
Client Billing - new Checkbox "No VAT"
Invoice Detail Editor - new fields added
Main Form / Main Menu new Interim Menu.
Changes
(2.5.0) Added new Stored Procedure: APPLICANT_ACTION_GET_EMAIL_ADDRESSES_CUSTOM. This allows you to control destination Email Addresses when CV Sending via Applicant Action. By default the Procedure does nothing and the built in behaviour remains as before. If you want to override the built in behaviour you can use this Stored Procedure, possibly in conjunction with Custom Columns, Plug-ins etc. For example you might want to always CC in certain people at a Client for a particular position code.
(2.5.0) Added new Index - Html Templates by default this is under Options/Document Manager. Also added a Html Template editor which allows you to edit the HTML source directly, or Copy and Paste from a HTML editor.
(2.5.0) When creating new objects (Clients/People/Applicants/Contacts) if you are only logged in to one sector then that sector is selected, otherwise no sectors are selected. Previously all logged in sectors would have been selected. This forces the user to make a positive choice about the correct sector(s) for the new object.
(2.5.0) In the search screen the Limit for Numeric and Numeric Range has been increased from 8 digits to 11 digits (999,999,999.99)
(2.4.6) Fixed a bug when printing your Schedule - the Windows Default Printer was always used, even if you had changed your Printer in RDB Print Settings.
(2.4.6) Tech Note: There is a new Server Utility to create the necessary Security Objects for the new CLR Emailer function that is provided as part of this upgrade- SQLEmailerSetup.msi. This needs to be installed on the Server, and then run the Manager to install the Objects. The shortcut will be in Programs/RDB ProNet/SQLEmailer Manager. It needs to be run once for each Server, even if there are more than one RDB ProNet database on that Server.
(2.4.6) Wherever there is a user combo, such as the Applicant Action Screen, if a user is marked as inactive, then a warning Icon will appear next to the User's name.
(2.4.6) Wherever there is a contact combo, such as the Job screen, if a contact who was assigned is later marked as left, then a warning Icon will appear next to the Contact's name.
(2.4.6) The Sector Combo in the Job form will now only show Sectors to which the Client belongs, cross matched with Sectors that the user is logged in to .
(2.4.6) Added Document Description into the Job Documentation Grid.
(2.4.5) Added a Database Trigger (called DBCustom) which will automatically populate the DBCustom table whenever a Table, tored Procedure, Function or View is ALTERED in the database. This should assist in keeping DbCustom populated correctly.
(2.4.5) In the Communication Type Manager we have added the System Code field so that you can set the System Code for any Communication Type. So for example you could add a new Communication Type called "Linked In" and set its System Code to COMM_TYP_URL (a URL) so that the Application would know to treat these Items as URLs.
(2.4.5) Added a "Social Networking" Communication Type to store your Social Networking URLs. (Note: You have always been able to store any URL, including Social Networking links, but as we have had requests for this we have decided to add an explicit link)
(2.4.5) Added Global Settings to the System owner screen - Max Open Form Limit, Application Close Confirmation, Dial Prefix , and Use Self Billing - note that if you use Self Billing then it is recommended that you set this option to true.
(2.4.4) Added Custom Columns and the Applicant Cardview to the Review List Form.
(2.4.4) Added a new Timesheet Billing Item to the Main Menu under Interim.
(2.4.4) Added a new Item to the Main Form Main Menu - Interim. Move Timesheets Pending and Timesheet Analysis option under this new menu. Also copied other Interim related Items to this menu.
(2.4.4) Timesheet Billing - the Status for the new Invoice is set to Pending Invoice ("PendInv") by default. This is controlled by the new Stored Procedures outlined below and so can be customised if required.
(2.4.4) Timesheet Billing will not include any Timesheets that are part of the Self Billing Process. If you use Self Billing you must take care not to process any non PAYE Timesheets via the Timesheet Billing screen.
(2.4.4) Timesheet billing is now controlled by two stored procedures: TIMESHEET_BILL_CREATE_SALES_INVOICES_BY_CLIENT and TIMESHEET_BILL_CREATE_SALES_INVOICES_BY_PLACEMENT. This is to allow for easier customisation if required. The Timesheet billing process will now create a separate line for each consolidated row, so that if a timesheet has 3 rows for a Basic Rate and 1 row for a overtime rate there will be two Invoice Detail line rows in the invoice, rather than 1 row which contained the details in the description. In the new invoice the details about who, how many hours and what the charge rate is now appear as follows in the report. (The example below is for an invoice consolidated by Client)
| T/S No. | W/E Date | Employee Name/Job Description | Line Code | Description | Units | Rate | Net Value |
|---|---|---|---|---|---|---|---|
| 1435 | 09/12/2007 | John Smith/Advertising notes | InterimFee | Hour | 37.50 | 25.00 | 937.50 |
| 2063 | 08/02/2008 | Joe Bloggs/C# Developer | InterimFee | Hour | 15.00 | 110.00 | 1650.00 |
| 2063 | 08/02/2008 | Joe Bloggs/C# Developer | InterimFee | Half Day Rate | 1.00 | 55.00 | 55.00 |
| 1435 | 09/12/2007 | John Smith/Advertising notes | Shift Allowance | 5.00 | 5.00 | 25.00 |
(2.4.4) Timesheet Billing wizard - Added a view of the consolidated Timesheet Items and Expenses.
(2.4.4) Added Margin column to the Timesheet Billing wizard.
(2.4.4) Fixed a bug in the Invoice Index, when multi selecting rows and printing without preview and error sometimes occurred.
(2.4.4) Add a Save option in the User Diary Editor. (Save and Close was previously the only Save Option)
(2.4.4) In CV Send Wizard you can now multi-select in the Validate List. Also when sending by email the final confirmation after a successful send to update the Applicant Action status has been removed.
(2.4.4) Added a PAYE ONLY option in the Timesheet billing area. This is useful if you are running Self billing on non PAYE contractors and creating the Sales Invoices via the Self Billing screen. Note that if you do use Self Billing then the PAYE ONLY option will be forced on.
(2.4.4) Added Skype Dialling code into rdbDialler.vbs. Requires Skype client to be installed with default options - see https://developer.skype.com/Docs/Skype4COM for further information. To enable Skype dialling edit rdbDialler.vbs and set the Option UseSkype = 1
(2.4.4) When sending any Report by Email or Fax from the Report Viewer, the system now first prompts for a Person to send to, and this Person is then used for merging in the Email Template.
(2.4.4) RDB Sync bug fixed - user selects a diary date using re-occurrence facility for 2 or more days this is then synced into outlook where it appears to have added additional days
(2.4.4) RDB Sync will now respect a users Sectors when Syncing Emails into the Database.
(2.4.4) Emailing document from the Job or Placement Document areas, if you Select a Template in the Email form it now "knows" about the relevant job or placement when merging data into the email Template.
(2.4.4) Optimized the Automatch and Availability Search Procedures.
(2.4.4) Created a new Invoice Report to take advantage of the new Timesheet links in the detail lines. This report will be used by default for a Timesheet related Invoice. For non timesheet related Invoices the Report is very similar to the previous one, with the addition of Quantity and Amount columns. There are also two equivalent Html Invoices for electronic Invoicing. Note that the Invoice Report that is used is now controlled by a new Function (INVOICE_GET_REPORT). This means that in future Customised Invoice Reports can be saved with Custom Names (e.g. rptInnvoice_FCS.rpt) so that these reports will not be affected by Upgrades. Another benefit of this is that you can have as many different Invoice Templates as you need, all controlled by the Database. Equivalent Html versions can also be created as required (controlled by the function Get_Sales_Invoice_HTML).
(2.4.4) Added a View Timesheet button directly on the Invoice detail Tab.
(2.4.4) Added TimesheetId, TimesheetExpenseId, SelfBillingInvoiceTimesheetItemId and SelfBillingInvoiceExpenseItemId columns to Invoice Details table. This allows us to track the source of an invoice detail line.
(2.4.3) Added the ability to send out all Pending Sales Invoices via Email using the new Templates. If you send out all Pending Invoices from the Invoice Index they will automatically be marked as Issued.
(2.4.3) Added HTML Templates for Self billing invoice and Sales Invoices along with accompanying email templates. Contact us if you want to customize these templates.
(2.4.3) Added additional flag in TIMESHEET_USER_CAN_EDIT called @ExpenseEditOverride - to allow administrative users to edit timesheet expenses when it would normally not be possible, e.g. after an expense had been approved.
(2.4.3) Added a Quantity and Amount Column to Invoice Detail Lines. This should not affect existing Data or reports as all existing fields are maintained.
(2.4.3) Fixed a bug in the Image Viewer in the Timesheets Pending screen. An error occurred if you floated the Image Viewer and selected an image from the list.
(2.4.3) Fixed a bug in the Document Merger. If you had a large document with many merge fields and with merge fields in the header and footers you would sometimes get a memory error.
(2.4.3) In the Email Sending Form you can now double click on an attachment to open it.
(2.4.3) Added restrictions to control access to the Self Billing Invoice Index and the Self Billing Invoice Status Manager Screen.
(2.4.3) Added a button to view a Timesheet Expense Supporting Document (Receipt) that has been uploaded by the Contractor from the Online Timesheets Website.
(2.4.3) Added new screen Self Billing Invoice Index and a new Status Form to manage Self Billing Invoice Statuses. Screen allows a user to see Self Billing Invoice details and to Approve/Query/Reject them. Integrates with online Timesheets. Can be used without online Timesheets if you switch to using the Timesheet and Expense Approval Status Fields.
(2.4.3) Added a Field called ContractorNote to TimesheetHours. This is for use by Contractors using online Timesheets.
(2.4.3) Added a "NO VAT" checkbox to the Client Billing screen. Use this when the client should not be charged VAT.
(2.4.3) When creating Timesheets manually allowed timesheets to be created outside of the bounds of the Placement dates with a warning rather than blocking. This is to allow greater flexibility for the online timesheets. Users can still create business rules to block undesired actions if required.
(2.4.3) Added a Refresh Button (F5) on the Review List Form.
(2.4.3) The Application now remembers which User and Resource Diaries are visible.
General Notes
Database
Support for SQL Server 2000 has been
dropped for this release. Microsoft SQL Server 2005 or greater is now required.
Crystal Reports
Version 2.4 has been built using VS 2008 and as
a result you need to run the Setup.exe for the ProNet Client. This is because
the Crystal Reports Runtime has been updated fro Application built using VS2008.
Plugins
The ProNet Client uses Infragistics 8.3, so if
you have Plugins which require an earlier version of the Infragistics dlls you
should add those dlls into the RDB Client Install Folder.
Form Designer Changes - Saved Form Design that need to checked after the update:
1. Job Form - Check Tab layout for Contract Info Tab
2. Applicant Work History Tab and Client Employee History Tab - buttons moved to accommodate new Tag button.
3. Main Index - new Explorer bar options - Organisation Chart
4. Client Bank Screen - additional Fields added
5. Applicant Banks Screen - additional Fields added.
6. Client Form - Check Contacts Tab - layout altered to allow for phone Card View.
7. Applicant Action Index - new shortcuts for Tags may need to be added to the Explorer Bar.
8. Applicant Employment Details Form - new button to Go To the Applicant's Limited Company may not be visible.
9. Placement Form - check the Contract Info Tab. The Contract Charges Section has a new field and has been rearranged to accommodate it.
Changes
(2.4.2) Fixed a bug in DOCUMENT_SELECT_BY_OBJECT_RECENT which could cause an error when the 50th and 51st Notebook Item had exactly the same updated data and time.
(2.4.2) Fixed a problem in the Document Indexer whereby too much data was retrieved from the server for Applicant Profile Indexing
(2.4.2) Added a Refresh Button (F5) on the Review List Form.
(2.4.2) The Application now remembers which User and Resource Diaries are visible.
(2.4.2) Added new Merge Fields for Work History Data. These are intended for use within Reference Documents.
(2.3.7) Fixed a bug whereby the ReplyTo Email Address set in user preferences was not being set when sending Emails.
(2.3.7) Added Option to "Check Spelling Before Sending" in the Email Form. This is a "sticky" option saved in the RDB Registry Table.
(2.3.6) Fixed bug in CV Reader Results Screen - Toolbar Customisation was not working.
(2.3.6) Added additional Merge Field for Placement Allowable Expenses Table (showing Charge, Pay or Charge and Pay)
(2.3.6) If an attribute was added to a Favourite Attribute Group, a User who had access to the favourite group but who did not have rights to the attribute was able to see the attribute. Fixed.
(2.3.6) Added "Payment Company" field to Contract Placements for non PAYE placements. Allows you to track which Ltd Company or Umbrella Company was used - useful when a contractor uses multiple Ltd or umbrella companies. If this is blank then it will be assumed that the Payment Company is the one in the Applicant Employment details. For all new placements this field will be defaulted to the one listed in the Applicant Employment Details screen.
(2.3.6) Added a Go To button in the Applicant Employment Details Form for the Limited Company.
(2.3.6) Added a new Pay Type of 'Umbrella Company'. This works essentially in the Same way as Ltd Company Contractor but allows you to differentiate between them.
(2.3.6) You can now add Links to Timesheets in the LinkXML form Messages, Tasks and Diaries -
ObjectId = TimesheetId
(2.3.5) Carried out an exercise to identify and add missing Language entries to the Language table.
(2.3.5) removed redundant Save & Close button from the Notebook Screen.
(2.3.5) When creating Placements from Jobs or Applicant Action Records we have moved the Logic into a Set of Stored Procedures. This will improve performance as well as allowing for easier customisation of Business Rules around the Validation and Creation of Placements. This also allows us to call the same Procedures from other clients such as the iPhone and Browser Clients.
PLACEMENT_APPLICANT_VALIDATE - performs all validation, including availability checks for non Permanent Placements
PLACEMENT_CREATE_FROM_JOB
PLACEMENT_CREATE_FROM_APPLICANT_ACTION
(2.3.5) CV Reader Monitor - added "Use SSL" Option for POP Mail handling and improved error handling and reporting for POP mail connections.
(2.3.5) The Document Editor has been enhanced as follows:
The text of a document can now be arranged in columns. The number of columns is an attribute of a document section, so that different numbers of columns can be used in the same document. Depending on where a section starts, the number of columns can change everywhere on a page. Further attributes are the widths of the columns and the distance between the columns that can individually be changed. In an automatic mode the width of the columns are calculated from the page width, which is the default setting. An end-user can use an additional tab of the Page Setup dialog box to make column settings. The SHIFT-CTRL-RETURN keyboard key combination inserts a break character which forces that text is continued in the next column.
Structured numbered lists. A structured list displays for each level its list number and additionally the list numbers of the higher levels. The text in front and behind the list number is also displayed for all higher levels. The text in front and behind the list number can now be longer than one character.
Added Page Numbering in either the header or the
Footer.
(2.3.5) Added a UserId parameter to various Delete Procedures to facilitate Auditing of deletions by User.
(2.3.5) Added Flag Text to the Columns available in Client canvassing Screen .
(2.3.5) Changed the Default behaviours for allowing deleting of Placements - previously by Default the placement could not be deleted if there were any Scheduled Events for that Placement, this restriction is removed. All other restrictions remain in place such as presence of Timesheets or Invoices
(2.3.5) In Card Views where the Data is multiline (eg Notes) then the Card View Cell will expand to show the first 4 lines. You can also now click into the cell and scroll down (down arrow), or hover over the cell to show the full data in a tooltip as before.
(2.3.5) Bug Fixed - [FCS002-491] -"I tagged jobs and saved them to a list. When I clicked on Use a Saved list, the jobs reappeared in the main tag file, but the job ref under the column named Tagged List was missing."
(2.3.5) Added Tag Shortcuts in the Applicant Action Index for Applicants, Jobs, Clients and Contacts.
(2.3.5) Added a Phone Card View to the Contacts Tab on the Client Form.
(2.3.5) Applicant Availability Match Screen has been reworked to allow for the new Job Schedule Options. Also results are now shown in the Same Results Screen as the Automatch or ad hoc Applicant Search which has the advantage of using a customisable View for the Columns in the Results Grid.
(2.3.5) RDB Shortcuts bar now supports adding and removing of Groups and Items, and moving of items between groups. Previously a right click option on a shortcut to an Index form would allow you to "Open in a New Window", now that functionality is achieved by using Ctrl + Click.
(2.3.4) Added multi select in the Jobs index Grid, allowing multi select tagging and CV sending.
(2.3.4) Added Banking fields IBAN and BIC for Client and Applicant Banks.
(2.3.4) Added option view view Organisational Chart from Main Index. This function was previously known as Client Branches.
(2.3.4) Add Tag button in Work History and Employee History Tab.
(2.3.4) Added Task option in Applicant Form
(2.3.4) Added size indicator for the Email Signature in User Preferences.
(2.3.4) Added new Template type of Attachment - will be used as the Template when the user attaches a File to a Notebook Item.
(2.3.4) Save to Saved Tag Lists directly from the Clients Search Results Screen
(2.3.4) Added new Stored Procedure - APPLICANT_BEFORE_CVREADER_DELETE - Called just before a user deletes a CV from the CV Reader Results Screen. You can use this to audit these deletions and/or prevent the deletion by raising an error.
(2.3.4) Added Contact Type Lookup to Client Mailshot Options (launched from Tagfile).
(2.3.4) Removed the ability for user to change Start and End Dates in Job Grid in Contract Job Manager, user can now edit Schedule in Contract Info Tab.
(2.3.4) Added Tabs to the Contract Job Manager Screen, Placements, Contract Info Tab (showing Rates and Scheduling)
(2.3.4) Added Windows Vista Toolbar Style in User Preferences.
(2.3.4) Changed the layout of the Contract Jobs Tabs - so that Contact Base Rates and Overtime Rates appear on the same tab, and scheduling has a new tab of its own. Both these tabs now appear under the Contract Info Tab.
(2.3.4) Contract Placements Contract Dates list has been replaced with a Schedule Tab which has the same functionality as the Availability Diary, but adds some Placement specific enhancements, giving a more visual screen to work with.
(2.3.4) Temp and Contract Jobs now have an additional Scheduling Option - by Diary. The Daily Rates Remains but you can now Schedule Job Dates using a Diary.
(2.3.4) Added new column ReviewOrder [tinyint] NULL to Review List. This is to enable new functionality from the iRecruit and RDB Mobile iPhone applications. This field will not appear by default in RDB ProNet.
(2.3.4) Added a Saved Tag Files option to the Client Canvass screen.
(2.3.4) Added the Preferred/Excluded Tab to the Applicant Search Results Screen.
(2.3.4) Added a new Grid based Report Generator. This Report Generator can generate Printouts, Exports (Excel, csv, pdf, xps), and Charts. There are options for grouping, sorting and column summaries. It can also be used with your own custom Stored Procedures, and can also be utilised by custom report plugins. Securty Note: the Report Generator will respect the "Print Grid" and Copy Grid restrictions (Copy Grid will prevent Exports).
(2.3.3) A new Stored Procedure called TIMESHEET_USER_CAN_EDIT has been provided to allow you to control what your users are able to do in the Timesheet Editing screen including: CanEditReadyForBilling, CanEditApprovalStatus, CanEditHours and OfferToSetReadyForBilling.
(2.3.3) Timesheets Pending Screen now runs from a dataset, so you can customise the Columns available in this screen if required.
(2.3.3) Timesheet screen shows the new Approval Status and Expense Approval Status.
(2.3.3) New Status Lookups for TimesheetApprovalStatus and ExpenseApprovalStatus. These new statuses are used by RDB Online Timesheets, but may be used independently if you do not use online timesheets.
(2.3.3) Fixed a problem printing Landscape documents.
(2.3.3) Enhanced the Page Layout Dialog in the Document editor control.
(2.3.3) The Template Editor now only shows Global Templates. Object specific templates should be accessed from the Object Main Screen (Stored Documents)
Version 2.3.2 (Back To Index)
(2.3.1) Fixed a bug in the Applicant Form - the first time you open the screen and edit some of the details, then click on the profile tab the Modified flag on the Form is set to off, so if you then Save without making any further edits your changes were lost.
(2.3.1) Fixed a problem with Merge Fields in Document Headers and Footer not merging.
(2.3.1) Main Index - previously only the first 50 characters of the File As were indexed, now the whole 255 characters will be indexed.
(2.3.1) Availability Diary - if you had a recurring event and you Created a Variance on the first occurrence of that event then you would get an error when trying to Save the Series.
(2.3.1) Fixed a bug in the Attribute Selection Screen - if you used Enter on the Keyboard to Select Attributes then they did not show properly in the Selected list on the right.
(2.3.1) Fix a bug in Contract Placement Screen where the calculation of Hours Per week did not take into account any Unpaid Hours set in the Rate Calculator.
(2.3.1) Fixed a bug in Task Index - if you assign a Task to yourself and to a Group of which you are a member the Task would appear twice in the Task Index
Version 2.3 (Back To Index)
(2.2.9) Mailshots Labels now use the 'where there is no contact name at a company use' in the address label if there is no contact.
(2.2.9) Added Save Option to Task Form
(2.2.8) Added Tagfile Plugins (with Events).
(2.2.8) If you create a Plugin dll that contains more than one Plugin Class you will be allowed to choose which one to use when adding the Plugin via User Preferences.
(2.2.8) Added Multi Select in Mailshot Send List and a Save Button in the "Send by" Tab ( Auto Save still occurs when necessary )
(2.2.8) Fixed bug - Contact Plug-ins did not show in the Explorer bar properly if the user was a member of a Form Design Set.
(2.2.7) Added PluginEvents to SavedTagfile Plugin.
(2.2.7) Added Source to CV Reader Results Screen. Changed layout to allow more room for the CV Document.
(2.2.7) Where a notebook grid is shown in a Tab, for example in Canvass Screens, or Result Screens, by default the view has been changed to "Recent" rather than All. When it was all this could cause poor performance when dealing with Clients or Contacts that has large notebooks. To accommodate this the Default method for select "Recent" notebook Items has changed to a default of selecting the most recently updated 50 items.
(2.2.7) Custom Column Grid - removed Move Up & Move Down Options, the Position is now set in the Column Editor Screen.
2.2.7) Most Explorer bars now support removal and adding of Groups.
(2.2.7) Contract Manager - Print List respects any filters set on the Grid.
(2.2.7) Applicant Action Index - the Text Export option has been removed, the Excel Export Option is the recommended way to export from here.
(2.2.7) Applicant Action Reports from the Index now respect any filters set on the Grid
(2.2.6) Fixed a bug in the recurrence editor End Time combo so that it updates the Occurrence Duration properly.
(2.2.6) Fixed a bug in the User's Diary, under certain circumstances, when trying to add a recurrence to an Event there was an error.
(2.2.6) Fixed a problem with Alarm messages for recurring events - after a sync the user would get alarm messages for previous dates, fixed.
(2.2.5) Added Export and Import Options to the Word Processor Control - accessible via the Context Menu. This is accessible from anywhere where the Word Processor is used, e.g. CV, Documents, Notebook, Profile etc. Export formats include Pdf, Word (doc and docx), Html and Rich Text.
(2.2.5) Applicant DOB field - added an age indicator. The age is shown in brackets next to the DOB date.
(2.2.5) Removed redundant columns from the ContractPlacementTable - StartTime, EndTime. Start and End Times were added for each day of the week.
(2.2.5) Removed some redundant columns from the ReviewList table - ClientId, ClientContactId, UserId and UserGroupId.
(2.2.5) Fixed a bug in the Mailshot form, when adding email attachments this would sometimes cause an error.
(2.2.5) In the Email Form, when you choose Spell Check from the Toolbar the Subject will be checked as well as the Body of the Email.
(2.2.5) Contract Job Manager: If you mark in the Availability Diary a person as Authorised Absence, Unauthorised absence or Not Required then this will now appear in the Contract Job Manager as follows:
Not Required - will show as Filled Colour
Absences will show as the unfilled colour.
Where there is a Shift Mismatch and an absence the cell will now appear as a gradient.
(2.2.5) Added the ability to vary shift Start and End Times on the Job Form and Placement Form in the Default Daily Shifts.
(2.2.5) Applicant Contact Management Screen now uses the same View as the Applicant Search Results Screen, so you can customise the Columns that appear in this Grid using the View VW_APPLICANT_GRID_VIEW. We have also added Grouping and Filtering to this grid.
(2.2.5) The Ability to update the Status of All Applicants in the Applicant Contact Management List by running the Mailshot has been removed as it was considered a security vulnerability.
(2.2.5) Applicant Contact Management Results screen now loads as an MDI form inside the Main Form and automatically display results based on the users default settings.
(2.2.5) Added Tag All and an Applicant Card View into Applicant Contact Management results screen.
(2.2.5) When importing Candidate data via CVReader the Salutation was not being set - fixed.
(2.2.4) CV Reader Monitor has been updated to use the latest controls. The Interface has also been updated.
(2.2.4)When running an availability match for a 1 day job under some circumstances (when the job end date time was less than the job start date time) then the availability would not be checked for that day. Fixed.
(2.2.4) New Stored Procedure: MAILSHOT_SEND_RECIPIENT_SELECT_FOR_GRID - allows you to customise the columns that will be visible in the Mailshot List.
(2.2.4) Upgraded the dtSearch Engine to Version 7.60 from version 7.51 for details please see http://www.dtsearch.com/ReleaseNotes.html
(2.2.4) Fixed a bug in the Review List where a double click on an Applicant's Email sometimes caused an error.
(2.2.4) Added support in the Spellchecker for advanced options such as
Suggest from Main Dictionary only
Ignore words in UPPERCASE
Ignore words with numbers
Ignore internet addresses and emails
Ignore improper case
Editing the User Dictionary
(2.2.4) Added support for built in display and editing of the docx file format.
(2.2.4) Infragistics Controls updated to version 8.3.
(2.2.3) Added "After Save" Stored Procedures for Placement, Client, Contact and Applicant
(2.2.2) When creating Invoices for Contract/Temp placements if the Grouping Option used is One Invoice Per Placement then the Placement Consultants are used as the Invoice Consultants.
(2.2.2)Fixed a bug in the creation of Invoices for Contract/Temp placements - previously if there was an Invoice Contact in the Placement it was not used as the Contact for the Invoice.
(2.2.2)Fixed a bug in the Tier 2 Agent Positions Screen - when moving to a new row in the grid and if you had edited the release level in the current row and if you answered Yes to the Save question, you would get an error.
(2.2.2)When manually matching from a Job if you have multiple Live Statuses for applicants (with the correct system code) then they are all brought across by default into the match screen. Same for manually match Jobs from an Applicant. (This assumes that you use the Status as part of your default criteria)
(2.2.1)Fixed a bug in the Timesheet Screen where the image Viewer did not restore its AutoZoom Mode properly.
(2.2.1)Added a Preview Email Option in the Mailshot Form. Will send the current Template to the Users email address without merging data.
(2.2.1)Fixed a bug in object search screens where a search that included an apostrophe did not work correctly.
RDB ProNet Client
mht file format is now supported and can be displayed in the Notebook (not editable).
Notebook - HTML documents will be displayed in the notebook by utilising the version of Internet Explorer that is installed rather than the ProNet Document editor. If you open the Note to edit it then the ProNet Document editor is used.
Access to the Placements Reports that was previously on the Placement Index has been moved to the Reports Screen and the different report types - Totals, Summary, Full details are now available in a drop down box in the Report generator screen.
Changed the default view in the Placements Index to "My Placements" rather than "All Placements" if no filter is in force. Note that if you use a Filter then this filter will be used when opening up the Placement Index.
Added an option in the Client Screen to view Placements for that Client only. (You may have to Add this in if you have saved you layout)
Added an option in the Client Screen to view Job Archives for that Client only. (You may have to Add this in if you have saved you layout). If you have a large number of archived Jobs then using this method will avoid the need to load large amount of data in order to find an old job for a client.
Added an additional format Option in the Template Merge Control: [Text:]. For a hyperlink you can specify the Text for your hyperlink, e.g. without any ext a link might look like this: http://rdbpro.co.uk but you can have the same link with Link Text, eg [Text: Our Website], so that it might look like this: Our Website. For other merge tags the new Text option provides a default text to use if the resulting merge field would be empty. eg [Text: Not Available]
Added MapLink merge fields for the Job Interview Address and the Placement Work Address
Added Merge Fields for Address Map Links.
Added a Map link button to Address Grids. (Uses Google Maps)
Added the ability to edit existing Hyperlinks in Documents and Notebooks.
Jobs Search Results Screen - added Multi Select for the Grid and a new option to Tag Contacts (you may need to Right click and Add this option )
Added a Cardview and a view of CV documents for the Applicant de-duplication Screen for the CVReader and for the Tier 2 Submissions screens.
Added Sensitivity Option to the Email Send form and to the Email CV Send Form (Normal, Private, Personal, Confidential)
Email Form - added the Option to choose a Template directly from the Email Form.
Job and Placements Documents - when emailing the system will use your default Email Template from the Notebook Items. Also removed the step to confirm which documents to add as attachments as this can be done in the Email Form if required.
Added PluginEvents to CrystalReport, Client and Applicant Plugins.
Added "Max Results" to the Free Text Search Options. Previously this was set at a default of 3000. If you set this to 0 then that means unlimited results. Enter a number to have Rdb return a limited number of results, eg if you set it to 3000 then Rdb will return 3000 best matching results per Sector. Note that when you are searching multiple sectors you may end up with more or less than 3000 results as duplicated documents which have been indexed in more than one sector are eliminated.
Disabled the "As you type" spellchecking feature (wiggly red lines under misspelled words) as it was causing some problems which we have not been able to resolve. Normal spellchecking remains available as before. We will reinstate this when we find a solution to the issues.
Added Plugin Hooks to the Saved Tagfile, Job and Contact screens.
Improved handling of splitters and cardviews with the Form Designer.
If an Alarm Message is shown but is not either Dismissed or Snoozed, e.g. if you have an alarm open when you shut the application, then the Alarm will reappear next time you open the application, or on the next message poll.
When editing a recurring Event the Availability Diary Editor you now need to change the Dates/Times in the Recurrence screen. This is to avoid possible incompatibilities between the recurrence pattern and the Dates/Duration of the Event.
Replaced Splitters in Applicant and Client Form on the preferred/Excluded pages with Split Containers which perform better with the Form Designer.
Added an option in the Form Designer to Delete custom setting, allowing you t revert back to the default form layout.
When Viewing Notebooks Items for a Folder, Items which are in sub-folders are now included in the List of items.
Added VW_CONTACT_GRID_VIEW - used by the Contact Search Results Screen, thus allowing dba to specify what columns to include the Contact Result Screen.
Added View VW_CLIENT_GRID_VIEW - used by the Client Search Results Screen, thus allowing dba to specify what columns to include the Client Result Screen.
Default date periods in the Contract Manager now respect the User's Week End Day preference.
Fixed a bug when saving a Diary Variance - if the user made no changes and then saved a new variance it would be treated as a "Remove".
Fixed a bug in merging of special interview letters for Jobs.
New Restriction View Tier 2 Submissions Index to control who can view submissions from second tier agents.
Introduced a Vendor Management System components in the Rdb Client along with full integration with Jobshop.
Introduction of ObjectRoles and ClientRoles. There is a new restriction to control access to this functionality.
Fixed a bug in the Availability Diary Variance screen - if you saved without making any changes a Variance Removed was created.
Added new Search Operators for Lookups, In, Not In, IS NULL and IS NOT NULL. Previously only the "In" Operator was used for field with Lookups.
Added Object Roles lookup table. This will be used for extending Objects into new areas such as Master Vendor Clients and 2nd Tier Agents.
Fixed a bug in Index forms where Explorer Bar settings were not saved if you were not using predefined form settings.
RDB Sync - new user interface based on the Microsoft® Office Fluent™ user interface
Version 2.1 .17 (Back To Index)
RDB ProNet Client
Move Contact - this function now sets the existing contact record as "Has Left" and creates a new Client Contact Record at the selected Client.
Version 2.0 February 2008 (Back To Index)
All Applications
RDB ProNet Client
Note: The executable name has been changed from UI.exe to RdbProNet.exe so if you have created custom shortcuts to the application you will need to update them.
RDB Sync
CV Reader
Note The default installation path has been changed to <Program Files>\First Choice Software\RDB CVReader Monitor (was <Program Files>\First Choice Software\CVReader Monitor)
Database Update Tool
Database Configuration
Database Creator Tool
/databaselocation:<databaseLocation>
The path where the database files will be stored
/loglocation:<logLocation>
The path where the log files will be store
RDB Document Indexer Service
Free Text Search Engine
Database Notes
In version 2.0 we have removed some Foreign Key restraints from certain Tables which linked CreatedUserId and UpdatedUserId to the User table. This is because the Query Optimiser cannot deal with more than 253 foreign Keys on one table. We have retained the keys on the most significant tables to ensure data integrity.
We have updated a lot of Insert Stored Procedures to replace the use of @@IDENTITY with SCOPE_IDENTITY(). This ensures proper functioning if you add Insert triggers which themselves Inser other records and also ensures that Merge Replication functions correctly.
Version 1.6 May 2007 (Back To Index)
| General | - fixed a bug whereby it was not possible to set criteria for a custom column of type Lookup in a search screen.
|
+ Added Select All/Deselect All options to Sector choosers. + Added Status bar to Invoice detail form showing Users and Dates Created/Updated. + Many small additions and improvements. + "View Contacts Jobs" on the contact Screen + When adding a new Job for a client the system will use the last Job you saved for the client as a template for the new one. + When Linking Documents to Notebook Items you can now multi select. + Added Cardviews to the Template Search Screen to display relevant information about the linked Object. + Added new Stored Procedure APPLICANT_ACTION_USER_CAN_EDIT - An alarm for a daily recurring event which was set to occur 1 day before the event would keep triggering when you dismissed it - fixed. - When listing the shared User diaries (Other Diaries) in the Diary form, please adjust the Stored Procedure to not include any Other Diaries for Users who are Inactive - done. + Free text search options are now remembered. + Applicant Search Results Screen now has a Consultants Tab + Location search screens have been changed. By default they no longer list all locations and new Search Options have been added. This was because the screens became slow when very large numbers of Locations have been created. - Saved Searches - when a user opened a Search that was Saved by another user they should be allowed to then change the criteria in the screen without this being saved. They can now do this and also Save AS if they wish. +Applicant Availability Search - changed the default Option to Worked in this Position before rather than in the Specific Job. + Word 2007 Documents now display hits correctly . + Format Subject option added. The customised subject is always used by default once it has been set. + "Smart" email address buttons added on the To, CC and BCC fields. + Rename Option - Toolbar settings were not remembered - fixed. + Added Contract Details Cardview + Added the ability to choose Primary Consultant in this Grid view + Added ApproxWeeklyMargin Column as an available field in the Grid Field Chooser. + Added PayRatePAYE Column as an available field in the Grid Field Chooser. + Added Summary Options for the ApproxWeeklyMargin,Charge Rate, PayRateLtd and PayRatePAYE + If you create a new mailshot from the client search results screen and choose an existing description, if there is only one mailshot send and it is not locked, the search result will automatically be added to existing mailshot send. + New Status Bar in the Mailshot Transport Template Screen shows a warning if the Template is large, user will also get a warning when they merge. The warning threshold is 500kb. + Invoice Index new view Options have been added to limit the amount of data that is loaded into this grid by default. This setting is remembered. + Added new tab in the main screen to show Availability at a glance.
General
+ It is now not possible to close all the toolbars on any screen, the first toolbar will always remain.
Database Administrator
+ Added new Stored Procedure PLACEMENT_DOCUMENT_USER_CAN_CREATE
This can be customised to Validate Data before Creating the specific Document for that Placement.
This can be customised to decide which users can edit which Applicant Actions.
Diary
- Fixed bugs in the Diary Sharing screen whereby when this screen was edited it did not always save all settings correctly.
Search Screens
+ Sector Selections are saved where possible in all search screens.
CV Send Wizard
+ Format Body Text Option added. This supports the full range of merge options as in any other template.
Timesheet Tiff viewer
+ Move Option - the destination folder used is remembered.
Contract Job Manager
+ Added colour coded view of Contact Job requirements filled so that the user can quickly see what Jobs need filling on a day by day basis.
Contact Manager and Placement Index
+ Added "Approx Weekly Margin" together with Summary Options for this column.
Custom Columns
- If you create a custom column (type text) if there is an apostrophe then it will not save (incorrect syntax - unclosed quotation mark) - fixed
Attribute Chooser
- Grid Settings not remembered.
Mailshots
- When sending a Fax mailshot the User's settings regarding which plugin to use was not respected. Fixed.
If there is more than one unlocked mailshot send in the description, you are asked to choose a mailshot send (an instance) or create a new mailshot send.
I think you should be able to create a new mailshot send even when there is only one unlocked mailshot send listed in the description.- Done.
Reporting
- Timesheet analysis report has been updated and simplified. Now uses the Users setting for Employers NI Rate.
Indexes
+ Job Index has been reworked to allow users to specify at the database level any fields they would like to appear in the grid view. A special View for this called VW_ JOB_GRID_VIEW which defines the columns that will be available in the UI.
Applicant
+ Added an Internal Note Template for new applicants. This appears in the Templates editor under Standard Templates as Standard Applicant Notes Template.
Canvass
+ Status Icons added to the Canvass Screens
Messaging
- Grid customisation not working on Internal Message Screen - fixed.
| General | When adding CVs via the CV Reader application, any email domains ending in googlemail.com will actually be translated by default into RDB as googl.com within the email field, therefore losing some of the address. |
| Created Date | We were Using the created Date from the outlook Item for the CreatedOn in the RDB Item. If there is a ReceivedDate on the Outlook Item we now use that instead of the Created from the Outlook Item. |
| Sync Dates | - Synchronised calendar events do not update in outlook when they are changed in RDB Pronet. A calendar even was changed in RDB, waited for an hour and then synchronised with Outlook. The changes were not carried across until the next day. Fixed. |
| If you set a recurrence in RDB of - Daily, Every Weekday When it Syncs to Outlook it is Daily, Every Day - Fixed. |
|
| Outlook Sync 1.6.1 - 6 Sept 2007 | Updated to work around an incompatibility with certain installations of Outlook 2000. |
| General | Updated the core dtSearch Engine to version 7.41. dtSearch 7.41 (Build 7420) Released April 21, 2007Enhancements (dtSearch Engine)
dtSearch 7.40 Build 7360 Released February 22, 2007
Enhancements (All products)
|
Version 1.5 February 2007 (Back To Index)
| Applicant Screen | + Added a new Tab "Availability" which show a summary of the Applicant's Availability. |
| CV Send Wizard Screen | + Added filtering to the Validate and Documents Grids + Add the ability to Add and Delete Attachments to Emails and Faxes. + The Wizard can now be sized and Maximized if required. + Added the ability to mark an Action record as "Hot" in the Wizard |
| Applicant Search Screen | + Added Work History Options into the Applicant Search Screen |
| Work History Search | + Added the ability to link Job Search Criteria to the Work History Search Screen. |
| Document merging | + Added new fields for the Placement Merge: + HSManagerFileAs - when running a new note item of letter from a contact in the main index it does not merge in the client name to the client.client.companyname merge field. Fixed.
-"We have a document that merges in a User Custom Merge Field (User Mobile). The
user is chooses comes from the ApplicantConsultan:Primary Consultant: User
Mobile.
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| General Refresh Improvements | + Screens such as the Job Screen would sometimes trigger a refresh of its associated Index (e.g. Job Index) after a Save. This could be resource intensive in systems with large numbers of row in an index. We have improved this so that only the relevant row is refreshed. |
| Tasks | + Task Index is now multi Select so you can select a set of tasks and reschedule them in one operation. |
| Review Lists | + We are now using a Specific Stored Procedure to Populate Review Lists. This means that these can now be customised to contain whatever data a user needs to see in the review list grids. REVIEW_LIST_SELECT_FOR_APPLICANT_GRID REVIEW_LIST_SELECT_FOR_JOB_GRID |
| Diary - Recurring Annual Events Bug Fix | - when retrospectively setting up events to occur once a year - if I go to a date say 07/07/2004 and put in an annual reminder to reoccur every year starting from that date it seems to skip the first year and only add it for the following year - i.e. it doesn't show in the diary on the date 07/07/2004 when trying to reset the start date it doesn't respect the change and reverts to a start date of 07/07/2005. This is fixed |
| New Restrictions | + Restrictions have been added for the following : Bookmark Merge Map Print Grids Copy Grids to Clipboard |
| Email Read Receipt | + We have added new options for the User to request Email Read Receipts when sending emails. |
| Invoice | + Added a link to the Client from an Invoice Screen |
| Notebook Item Size | + Added the document size to the status bar in Notebook Editor please. |
| Search Match Language Problem fixed | - When we translate the Table and column names in the SearchMatchForm, this is saved to the underlying objects, thus potentially breaking the query builder. Fixed. |
| 'Clients who have not been contacted' Report | - Fixed an error in the stored procedure for this report. |
| Find Screens | We have added cardviews to many Find Screens - such as Find an Applicant, Find a Client etc to enable the user to distinguish more easily between object which have similar/ same names and to provide fuller information in these screens. |
| Main Index | + Added Primary Consultant to the Main Index and Object Search Screens. |
| Date Functions | - Updated Several Stored Procedures which caused errors for users with database servers in Germany and France. |
| Applicant Action Form, bug fix | - "If however you go to the Applicant Action section, remove/add any fields via the field chooser, it will remember your selection, but if you then select 'View - Applicant Action By User' it will forget the fields selected via field chooser and change back to the default" - The Applicant Action Form now correctly remembers its place in the grid after a refresh when the grid has Grouping set on. |
| Document and CV Forms - External Editor Only | Added a new Option which will allow a user to specify that the Application should not attempt to edit the file directly, even if it is of a supported file type such as .doc. This allows user to use certain features in Word for example which are not supported by our own internal editor, such as Watermarks. |
| Contact "Has Left" Search Problem | - "If you run a search/match for contacts on ProNet, adding the 'Has Left' column with a Value of 'Y' the search will report that no results were found even if there are contact records on the system which have the 'Has Left' tick box checked. Fixed. |
| Add tapi dial function to card views. | Done, added a context menu to Phone Cardviews which includes a TAPI dial option. |
| Work History | - "The date column is not sorted chronologically in work history for applicants and clients" Fixed |
| Sector Login Form not using Language Tables | - Fixed |
| Managers Reports | + Inactive Users no longer are available to pick on the managers reports screen. |
| Language Table | "Hot?" Changed to "Hot" and "'HotAction" changed to "Hot Action" |
| Contract Manager Filter | - When running a filter in the Contract Manager and selecting a consultants name the results show only those placements created by that consultant. This has been changed to include Placement to which the consultant is assigned either directly or as part of a Group. |
| CV Reader Results | + "Issue: Having installed CV reader; if the user starts processing CV's, without initially deselecting and reselecting the sectors in CV config and then saving and closing, then the CV's' do not go into any sector - despite the config options showing the users sectors. Therefore they are lost. " Fixed -if a user does not specify Sectors then we assign the New Applicant to all Sectors to which the User has access. |
| Very Large Search Criteria causing error | In all search screens the search criteria was limited to 8000 characters in total, this means that if you used a large number of criteria in your search you would get an error. This has been fixed and the new limit is 16000 characters. |
| Attribute display error | - "When adding a new attribute against a record by pressing the 'Add/Edit' button,
selecting the attribute and then pressing the 'Select' button - the Selected
Attributes section displays an empty attribute record in the list (i.e. no
attribute description or grade are displayed). It seems that if you refresh or
manually change the size of the columns the attribute description and grade
appear in the record." Fixed. |
| Timesheet Tiff Viewer | + add an Option to view a Windows Explorer Window which would allow a user to Move/Rename etc + |
| Command Line | + Add a new option -m to the command line which will open the application minimized rather than in the System Tray. Usefully if you a running an environment which doesn't support the System tray such as Citrix. |
| Error when importing emails | - "Cannot save the attachment. You don't have appropriate permission to perform
this operation." Corrected the application to use the users Temp folder. |
| Send CV Wizard | + Added the Hot Action check box to the Wizard |
| - Conflict Resolution | Removed the individual settings for Conflict Resolution fro the UI to simplify the configuration. |
| Command Line Switch -m | Added command line switch -m which forces the application to run minimized rather than in the system tray. |
| Database Versioning | Two new tables have been added DBVersion and DBCustom These tables will assist in future updates as follows: 1. DB Version will be used to track when version update scripts have been run and whether it is "legal" to run a dbupdate script on a particular database. 2. DBCustom. This table should be used to track all customisations to database objects TABLES, VIEWS, STORED PROCEDURES AND FUNCTIONS. Future dbUpdate script will check to see if any of the Objects that it is about to update have been customised and will be able to warn the user. You can store in the Notes field of this table the stpes required to re-apply the customisation after the object has been updated by the update script. You need only add arecord when you customise one the ProNet Standard Tables, Stored Procedures or Functions. For example if I customise the Stored Procedure ADDRESS_UPDATE I should add a record into DB Custom as follows ObjectName = 'ADDRESS_UPDATE' xType = 'S' (Note: Use S for Stored Procedure, T for Table, FN for Function, V for VIEW) CreatedON = Date Notes: Whatever will assist you in re-applying customisation after an update to this Stored Procedure. If a future dbUpdate script is going to Update this Stored Procedure you will be warned.
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Version 1.4 October 2006 (Back To Index)
| Text Search Engine | + Updated to version 7.30 of the dtSearch Engine. See here for detailed notes. |
| Timesheets | + Changed the sort order on the timesheet and cover letter, they now print in order is timesheetid the same order as on the check list. rptTimeSheetCoverLetter.rpt & rptTimeSheet.rpt updated |
| + Allow a user to change the charge and pay rates in Timesheet Entry form. Also create a new security setting to control this. | |
| Cardviews | +We have introduced a new set of Stored Procedures specifically for cardviews. Named <OBJECT>_SELECT_CARDVIEW , e.g. APPLICANT_SELECT_CARDVIEW. This will allow you to completely control what data is loaded into each cardview. Notes: The Order of the Fields Selected and the Naming defines what will be seen in the Application. The field names you define here will be passed through the Language processor so different users may see different labels if they are using a different Language.
|
| + It is now possible to set the width of field in Phone Cardviews | |
| Filters | - Fixed a bug whereby global Pre Defined Filters were not visible except to the User who created them |
| Review Lists | +We have added the Hits and Score Columns to the Review lists. |
| Search Screens | +In all search match screens, when displaying the search columns we now translate these both in the column chooser screens and in the grid on the search form using the Language Tables. |
| + Allow users to Hide unwanted search columns so the only the most used columns are shown, along with a new system restriction to control who is able to set this. | |
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+ Added Delete All option for Attributes and Columns |
| Office 2007 Look | +We have introduced the new Office 2007 look - available in the user preferences. |
| Diary | -The diary will respect the Users Choice of Toolbar look in user preferences. |
| Currency Merge | -When merging a charge rate of 29.40 into a template it shows up as 29.4 - fixed. |
| Messaging | + When selecting users for messaging the form now shows which users are currently logged in . |
| Mailshot "Remove" Options | - Fixed the Stored Procedures to remove across all mailshots, not just within the current mailshot type. |
| Merge Fields | Added Client Billing fields. |
| Object Edit Overrides | Similar to the Placement Edit override we have created new Procedures for APPLICANT,CLIENT,CONTACT AND JOBs. Naming: <OBJECT>_USER_CAN_EDIT These procedures are empty by default but allow you to override whether a user is allowed to edit an object. |
| Column Chooser | + Fields are now sorted in the Column Choosers. |
| Client | + Changed the "Our Ref" field type to alpha rather than numeric. |
| List Of Values | - Bug Fix - "When I create a new list of values, the new list of options is not saved against the correct list" |
| Main Index | + There is a new Send CV option on the Main Index. You can pick an Applicant or use Tagged Applicants. |
| CV reader | + Added a new option for the user to control the behavior when a new CV's County is not fond in the lookup lists. |
| Internal notes | Timestamp buttons default to adding the timestamp at the top of the note. |
| Availability Diary | + add the ability to select multiple dates in the availability diary by using control and then selecting the dates and then right click to make the applicant unavailable on those dates. |
| Jobs Index | + Added Phone Cardview |
| Job Form | + Added Phone card View |
| + When a work address is Selected the Job's Location is updated if a location record exists for that address. | |
| Primary Email Address | - Bug Fix "Primary email address field get cleared out when changing other details on the
form." |
| Saved Tags | - Fixed a bug whereby it was not possible to use a Saved Tag list for Contact Canvassing. |
| Language Keys | Added some missing language keys into the Language Table |
| Canvass | - When you are canvassing Clients, if you decide to take the consultants name off a record by accessing the main form from canvassing then going back to the canvass screen. If you then press done , the system throws up an error stating that Index was outside the Bounds of the Array |
| + Many other small fixes and enhancements. |
| Email Sync | - Workaround for a MAPI bug that would cause the Email Sync to fail sometimes when you ran a Manual Sync |
| - The Email attachment Add Extension button did not work | |
| General | Updated to Outlook Safe Library 4.2.0.562 |
| General | Minor bug fixes. |
Version 1.3 September2006 (Back To Index)
| Search Match Screen | + Added better feedback for the user if a Search Results in no matches. |
| + Added Phones Table and Fields to Search Columns | |
| - Fixed a problem where the Contact Search Screen when user "Included Client Criteria" and the client criteria contained a Location Search | |
| + Many new search fields added from tables related to the Primary Object being searched. | |
| User Preference | + A new Option on the CV Tab, Check CV Reader Results on Close. If you check this, then when you close the application it will check to see if there are any outstanding CVs in the CV Reader results screen and if so prompt you and if required open the screen for you to process the outstanding CVs. |
| Availability Search Screen | - The screen no longer auto runs a search when it is loaded from a Job form. |
| - Fixed a bug that incorrectly counted date clashes. | |
| - Fixed a bug whereby a person who had a weekly recurring event that happened every 2 weeks would be excluded from a search result. | |
| Job | + Added NoOfPlaces field for Permanent Jobs |
| + Added % Filled Column in Grid Views for Jobs | |
| - Fixed error where users were not able to "Create Default Activity" under certain conditions. | |
| Invoice | + Added New Item and New Task Options |
| + Added Summary Options to the Invoice Index | |
| Placement | + Added Summary Operators to the Placement Fee Column |
| - Fixed a bug - for a Contract Placement if you Set a Shift, Save, Unset the Shift, Save and reset the Shift all without closing the screen then the Shift display remained unset., even though the correct value was stored in the table. Fixed. | |
| Applicant Contact Management | + Added more tabs and a phone card view to this screen |
| CV Send Wizard | + When emailing CV's, removed individual reports for each send in a batch and replaced with a report at the end of the process. |
| Notebook | + New Notebook Items are not automatically saved. If the user does not save the entry then a blank note is no longer created. |
| - Item Task -it was possible to incorrectly get two primary tasks linked to the same notebook item, this is fixed. | |
| CV Reader Results | + Added an Option to mark a CV as "Ready" and an option to ""Process Ready" |
| - The lookups for country and County are populated even when no address is found. | |
| Diary & Task | + Selecting Today in Calendar drop downs behaves the same as in other screens, i.e. Today's date is selected rather than just highlited. |
| + The "Other Diaries" (shared) list on the Main Diary Screen is now sorted alphabetically. | |
| + Allow a Task to be linked to multiple objects of the same type. | |
| - Recurring Diary Alarms. Fixed | |
| Languages - phrases added to the tables. | + Own Applicant Action |
| Main Index | + Added the Postcode to the location field. Same also added to the Object Search Screen |
| Cardviews (All) | + Added a column picker to allow the user to select what they want to see in the card view. |
| Grids | + Added a column picker for grids.= other than Indexes, which already had column picker. |
| Job Title, Placement Description and Work History Description Field Increase | + Increased the default field size to 100 characters. |
| Reminder (Alarm) | + If there is only one link (to the diary) then can it be set to go direct to the diary form from the Main Form button |
| Applicant | The Availability Field is converted to a lookup. Lookup values are managed in the "Lists of Values" screen. |
| Mailshot | + When creating a new Mailshot from the tag file, on the Mailshot Instance search form added an Option to Create a New Instance of an existing mailshot type. |
| + Added Custom Export Hooks for Mailshots | |
| + Added a new call to a new Stored Procedure at the point that a Mailshot is about to be sent. The Procedure is 'MAILSHOT_SEND_RECIPIENT_DISALLOWED_CUSTOM'. A dbadmin can set further criteria to check whether a mailshot recipient should be allowed to be mailshotted. | |
| Invoice | + New Option "Set Invoice As Issued" which also updates the issued date. |
| Client Contact | - Modified User was not displaying correctly. |
| Internal Notes Fields Applicant, Job, Contact, Client | + Added a Timestamp Option
|
| Canvass Forms | - Fixed a display bug and corrected the behavior for Objects with Canvass Period set to something other than the default. |
| Timesheet Tiff Viewer | + New Option to Rotate 180 degrees |
| + Add the option to Link, Move and Edit Selected Pages rather than the whole file. | |
| Timesheet | - Timesheet correctly counts hour fractions when auto calculating default hours worked - In Job or Placement Shift area the working time correctly takes account of lunch hours if the shift is >= 4 hours when displaying the total hours.
|
| Messages | It is now possible to send a message to a User Group. |
| Email Address | - can now accept & character. Email address which fail the regex parser are now not blocked but the user receives a warning. |
| SMS Sending | Added Max Length validation to the Mailshot screen and also added correct count for special characters in the GSM character table which count as 2 characters . € <ff> [ \\ ] ^ { | } ~ |
| Calendar Sync | - Fixed a bug that would occasionally stop the Memo Text from an Appointment being transferred correctly to RDB. |
| - Fixed an error whereby the application was unable to delete RDB diaries. | |
| - In the Conflict Resolution Screen renamed the "Cancel" button to "Close" | |
| + Imported emails will link to the Client notebook as well as a Contact if possible. | |
| CV Parsing | + CV Reader now looks only near the beginning or the end of a CV for personal contact details, reducing the number of 'false' finds of email addresses, postal addresses etc which are found. |
| Folder Names | + Improved the naming of Folders for CV files that are dropped into a drop zone - rather than "CV_4" we now use the filename of the original CV e.g."CV For John Smith" |