Summit Central

Update Details

This page details all the updates made to Summit Central (SCL) from time of first release.

To decide if you want to update:

Check what your current version of Summit Central is by selecting About Summit... from the Help Menu. Your current version number will be displayed at the top of the About Summit screen after the words Summit Central Version
Check the improvements between your version and the current version on the list below

Update your software (Link to another page)

From 4.14.15 - 4.14.16 (released 12 January 2012)

New Features/Modifications

Added the ability to have the name of the corporate primary member and the names of all associated members displayed on the tax invoice associated with a corporate membership join or renewal. To activate this ability, "Show Names on Corporate Membership Tax Invoice Lines" check box on Personal Options screen must be checked.
Modified code library reference setting process to occur earlier when opening software to avoid "Macro not found" startup error on some Windows 7 systems.
Modified Events Marketing Reporter so that if reporting on non-attendance report can be expanded to include non-attendance at courses and/or meetings.
Modified e-mail checking routine to also check for ".." which is invalid.
Added tracing of e-mails being sent from Reporter so that if an error occurs it is easier to determine which record is causing the problem.
Added a utility function to check for corruption in the Comments memo field in the People table. Run by entering checkComments in the Run Macro form.

Fixes

Corrected display of an invalid error when entering a payment.

From 4.14.14 - 4.14.15 (released 17 November 2011)

New Features/Modifications

Added warning about problem importing when there are field names starting with a space
Modified Reporter e-mail SMS sending process to send in strict PIN order. This is to make it easier to resume interrupted transmissions using the From PIN and To PIN filters.
Increased Reporter tab width for better display on Access 2010.
Modified course attendance report so that user has the option of displaying or hiding amount owing on the printed report.
Modified process when membership form is closed to instantly relect a change in membership type on the People screen.
Modified People form so that name displayed at top of screen is blanked out if creating a new record.
Modified People screen so that name at top of screen is blanked out on new record.
Checked that all screens except menu entry were modal.

Fixes

Corrected an error where discounts and extra charges were not accounted for correctly on the sales report.
Corrected an error where a message box referring to an error in altering Payment Amount was displayed when creating refunds.
Corrected an error where Discounts report did not print correctly.

From 4.14.13 - 4.14.14 (released 08 September 2011)

From 4.14.12 - 4.14.13 (released 16 August 2011)

New Features/Modifications

Widened tab on Database Options form for better display on Access 2007 and Access 2010.
Removed display reference to Receipts Processed Today report from Receipts screen.
Modified payment allocation process for sales so that a sale can be fully discounted. I.e. a sale that has been fully discounted can have a payment applied against it so that a refund can be issued.
Added additional information messages to create Central Web File process.
Modified open current person form to give more possible reasons for failure to open the nominated form.
Modified Internet Assistant to prevent duplication of message contact in detailed e-mail responses.
Modify the way listings are opened from the Reporter to work around a bug introduced with Access 2010 Service Pack 1 that ignores report WHERE clauses when recordsets are altered dynamically on report open.

Fixes

Corrected an error where discount and extra charges not correctly accounted for on Sales by Person reports.

From 4.14.11 - 4.14.12 (released 06 July 2011) New Features/Modifications

Added CVN reference to remittance advices.
Modified Membership screen so that user modification of string version of the membership number is reflected in the hidden numeric version.
New queries to facilitate cash based, rather than accrual reporting: PaymentsToMembershipHistory, PaymentsToCourseAttendance, PaymentsToSales, PaymentsToSalesForProductGroup.
Double-clicking on the membership type of a corporate associate member on the People screen will now display the membership type details of the corporate primary member.
Added membership related discounts and extra charges to the income detailed report.

Fixes

Corrected an error on the Internet Assistant where some dempgraphics updates did not complete successfully.

From 4.14.10 - 4.14.11 (released 08 April 2011)

New Features/Modifications

Modified Internet registration process so that if a new payment type is encountered it is automatically added to the Payment Types table.
Modified Internet Assistant so that check mail now process now logs full details of folder being searched and user details.
Modified e-mail registration details to explicitly say which product is being registered.
Added a new feature to the Bulk Updater where the contents of a nominated user defined text field can be converted to existing profiles.
Improved resetting of user defined fields.
Added Avery J8560 21 per page label stationery to stationery available for address labels.
Modified process that checks to see if Win2PDF is registered to check new registry locations for Win2PDF version 7
Modified renewal process so that a person marked as not renewing can be renewed using the Renew screen with no error messages.
Modified Reporter so that a multi-group selection on the Multi-Group tab does not interfere with a simultaneous multi-group selection on the Action tab. This modification also speeds up the display of group names when selecting multiple groups.
New report called from Membership Listings showing Membership by Membership Type displaying organisation instead of member name.

Fixes

Corrected an error wher records that are not tagged are not selected correctly by the Reporter.

From 4.14.09 - 4.14.10 (released 10 February 2011)

New Features/Modifications

Added the ability for someone that has ticked not renewing and cleared their membership information to join.
Removed validation of gender when creating a Summit Central web file.
Modified colour display of Next Contact Date to use Conditional Formatting.
Modified import from event file process to allow user to stipulate that salutations be imported exactly as entered in the event file, rather than converted to the specified Summit Central format.
Modified "Save As" function to use user's selected default folder.
Modified People and Groups screens for faster display and record navigation under Windows Vista and Windows 7.
Modified Bulk Updater to force mailing address update after all actions.
Added the ability for Demographics Updates to also process change of chapter.

Fixes

Corrected a "missing expression" error on the Reporter when using Access 2007 or Access 2010
Corrected a problem with on-line transactions being processed into the wrong database file when a client has multiple on-line registration forms and some data files have names with similar endings.

From 4.14.08 - 4.14.09 (released 26 November 2010)

New Features/Modifcations

Added attendance category to course attendance report.
Added the ability to check for and recreate deleted tax invoices.
Modified Internet Assistant so that WebLink fields can not have a leading space as this prevents the Internet Assistant from cross-matching the field.
Modified Install Custom Update process to ensure that errors in user created custom update files do not cause Summit to attempt ot run non-existent Loader macro.
Modified Internet Assistant so that no errors are generated when user defined auto e-mail content contains null fields.
Increased width of Reporter tab to prevent multi-level tabbing on Access 2010 systems.
Modified Internet Assistant so that leading non-breaking spaces are removed from text strings in the same way as normal spaces.

Fixes

Corrected an error where mail merge document did not display correctly when called from the Mail screen on the People screen.
Corrected an error with auto e-mailing from the Internet Assistant.

From 4.14.07 - 4.14.08 (released 03 September 2010)

New Features/Modifcations

Enhanced Importing profiles assignation process to cater for later versions of spreadsheet import process that convert literal text values to True/False fields.
Modified error message display in Collect Mail function of Internet Assistant.
Modified error checking in Internet Assistant Check Mail function to check for Express Click Yes and report accordingly.
Modified software registration process so that registration actions are more clear and also removed any macros from the process as these can cause issues on runtime installations.
Modified Internet Assistant collect mail function to advise if no Summit related e-mails collected and record latest time received of any message rather than latest time received of a Summit related e-mail.
Changed all mail merge functions to use Excel as a datasource rather than a comma delimited text file as some countires use commas as the comma causes a conflict in countries that use the comma as a decimal separator.
Modified Internet Assistant to keep processing through Inbox after encountering a corrupt message or a message with embedded attachments. Details of number of unreadable Inbox items is added to the Internet events log and not displayed as a separate message box warning.
Added Receipts Reporter similar to the one available in Summit Event Manager.
Added new Payment Allocations by Person report to the Receipts Reporter.
Modified macro that forces setting of Outlook Object Model reference to display a completion message if user initiated.

From 4.14.06 - 4.14.07 (released 22 July 2010)

New Features/Modifcations

Modified last mail check time updating on Internet Assistant.
Added the ability for user to locate Outlook Object Library file 'msoutl.olb' by browsing for it if normal adding of reference by GUID fails. Also added ability to run the set Outlook reference function from Run Macro on the After Menu.
Modified Internet Assistant Check Mail Now function to ignore non-mail objects.

Fixes

Corrected an issue where an e-mail with no attachment could not be sent from Summit if Outlook was not open.

From 4.14.05 - 4.14.06 (released 09 July 2010)

New Features/Modifcations

Modified Not Renewing function on Membership screen.
Modified software for faster navigation to and from entry menu in Office 2007 and Office 2010.
Changed e-mailing interface in Summit to use the Outlook Object Model (OOM) rather than Collaboration Data Objects (CDO) as CDO can not be installed on computers that do not have Outlook 2007 or earlier versions of Outlook installed. This means that a new computer with Windows 7 and Outlook 2010 can not install CDO.
Modified software registration process to enable user to send what they are entering to MIE Software.
Modified unpersonalised blast e-mail function to check for mail merge tags that would not be handled correctly in an unpersonalised blast e-mail. Gives user the chance to modify before starting unpersonalised blast e-mail.

From 4.14.04 - 4.14.05 (released 25 June 2010)

From 4.14.03 - 4.14.04 (released 29 April 2010)

New Features/Modifcations

Widened width of quantity column on Sales by Person report.
Modified Reporter queries to reduce prompts.
Modified create custom update file to be able to add to an existing cdb file as well as create a new one.
Added cardholder name field to the renewals table in the Internet Assistant.
Modified Internet Assistant processing of Joins and Renewals to pick up Cardholder Name for on-line payments.
Added the ability to check through all mailing addresses and change the mailing address for records that currently have insufficient mailing address.
Modified import process to not fail to write a record if the record being imported has a user name/password combination that already exists for another person.Software now reports the problem and does not write the conflicting user name or password.
Modified Membership screen closing so that membership components are not checked if Not Renewing is ticked.
Increased length of Description in Group Options table from 50 to 255 characters for more consistency with cross matched fields in other tables.
Modified Install Custom Update, Ctrl+W and Where Am I functions to also display the most recent custom update file applied.

Fixes

Corrected an error where not all selected user defined fields were loaded into a Summit Central web file.

From 4.14.02 - 4.14.03 (released 18 December 2009)

New Features/Modifcations

When sending to an event file, correspondence type is now set to match their Summit Central correspondence type.
Modified People form so that when first opened in Access 2007, it does not apply any residual filters. I.E. the initial opening is always without any filters ahowing all records.
Modified import from event file process to cater for imports from Summit Event Manager Version 11.
Modified Internet Assistant so that when renewing, membership history start date is now set to the day after previous expiry date.

Fixes

Corrected an error where event manager e-mail was not always displayed on possible duplicate comparison screen during import from event process.

From 4.14.01 - 4.14.02 (released 31 October 2009)

New Features/Modifcations

Corrected an error where the check boxes for profiles 17, 18 and 19 were not displayed on the Action tab of the Reporter.
Corrected an error on the Internet Assistant when collecting join and renewal e-mails.
Modified membership history details screen so that discount and extra charges changes made on this screen are reflected in tax invoices.

Fixes

Corrected an error where previously e-mailed receipts and tax invoices could be re-emailed from the Correspondence screen.

From 4.13.08 - 4.14.01 (released 27 October 2009)

New Features/Modifcations

Modified path verification routine to report low connectivity.
Software now checks integrity of table links after creating a new data file, opening another data and starting the software. This is to prevent users inadvertently having data open in a second data file due to a network or system problem while opening or creating an event.
Lengthened profiles and user defined prompts for better matching with Summit Event Manager.

Fixes

Corrected an error where previously e-mailed receipts and tax invoices could be re-emailed from the Correspondence screen.

From 4.13.07 - 4.13.08 (released 02 October 2009)

From 4.13.06 - 4.13.07 (released 04 September 2009)

From 4.13.05 - 4.13.06 (released 07 August 2009)

From 4.13.04- 4.13.05 (released 15 July 2009)

New Features/Modifcations

Modified bulk correspondence to only pick up unprinted receipts and tax invoices
Modified Correspondence screen so that tax invoices and adjustment notes to be e-mailed are also displayed when user clicks View button.
Added direct links to on-line installation programs for LiveMeeting, Express ClickYes and Win2PDF to the Web Resources menu. Also modified hyperlink opening to force a new window.
When prompting for the file name or a custom update file, default file name is now based on current date.

From 4.13.03 - 4.13.04 (released 08 May 2009)

New Features/Modifcations

New product/sales report: Sales by Person. Report can be filtered by date range, product etc.
Modified correspondence so that long EFT details display correctly on correspondence.
Added the ability to send SMS via e-mail from Summit for users based in New Zealand, the United Kindom and the United States of America (previously only available for Australian users). SMS messages can be sent singly from the People screen (by double-clicking on the Mobile/Cell field) or in multiples from the Reporter. Requires sign up of sending e-mail addresses at http://www.miesoftware.com/sms_signup.cfm.
Added the ability to requery a form's underlying recordset without having to close and re-open the form. User presses Ctrl+r.
Modified import process so that it is not terminated if there is a problem reading the data file's lock file.
Modified point in transaction at which rounding is carried out for greater accuracy when sale quantity is large and price is small and GST percentage rate is used.

Fixes

Corrected an error where Sales Amount Due was not rounded to the currency rounding setting.

From 4.13.01 - 4.13.03 (released 03 April 2009)

New Features/Modifcations

New process to change the primary corporate member for a nominated corporate membership. Called from Run Macro on Main Menu.
After clearing Not Renewing check box, other appropriate membership fields are enabled.
Modifed correspondence e-mailing so that attachment name is no longer forced into Title Case.
When View is selected on the Organiser, the person's organisation is now displayed as well as their name.
Modified event interface functions to be compatible with Version 9, Version 10 and Version 11 event files. This update MUST be installed before installing Summit Event Manager Version 11.
Reporter now only checks overly long headings if user has selected listing.
Modified bulk e-mailing functions to better handle e-mail addresses with leading or trailing spaces.
New report: Current memberships by membership type.
Modified People form so that Notes field is always displayed, whether user has selected Work, Home or Other Address as their default address tab.
Tightened rules on deleting people that are involved in meetings, SIGs etc.
Add not renewing date range as selection criteria on the Membership tab of the Reporter.
Modified People form to make PA E-Mail easier to delete.
Modified control tip text of People previous and next buttons to reflect person or organisation being searched for.

Fixes

Corrected an error where Other E-Mail address could not be blanked out.
Corrected a problem where a user could attempt to allocate an amount of zero.
Corrected an error when selecting by Special Interest Group on the Reporter.
Corrected an error where too many records were selected when doing a multi-membership type selection on the Reporter.
Corrected an error when deleting start or end dates from Committee Involvement records.
Corrected a display error in the Find Person function.
Corrected an error where Cancel function on Forms could be blocked by Windows Vista.

From 4.12.11 - 4.13.01 (released 28 November 2008)

New Features/Modifcations

New report in membership listings: Membership by Membership Type
Increased the length of the Diet and the DietAP fields from 50 to 255 characters.
Added email merge fields for work, home, other and mailing contact details.
When importing from Summit Event Manager new incoming records use the Summit Central Salutation settings and base the 'mail to', 'e-mail to' and 'SMS to' settings on the Summit Event Manager settings, rather than the default Summit Central settings. There is also a new routine to ensure that all E-Mail To settings are pointing to a valid e-mail address.
Added the ability for the Internet Assistant to process web membership joins. Joins can be standard joins, where the person joining is not yet in database, or authorised joins, where the person joining has been entered on the database, "vetted" and unathorised to join.
Modified checking of P.A. e-mail address to better check for an invalid e-mail address before cc-ing them.
Added the ability for the Internet Assistant to process course bookings.
People form can now be opened from anywhere in the software with Ctrl+F2.
Modifed organisation AutoFill process to only copy Switch phone, not direct phone.
Modified control tip text of People previous and next buttons to reflect person or organisation being searched for.

Fixes

Corrected an error where Profile 19 was not updated correctly by the Internet Assistant when processing on-line name and address updates.
Corrected an error where an insufficient number of records could be identified when a multi-group selection was combined with an OR comparison operator on other fields on the Reporter.
Corrected an error calculating amount owed when applying discounts to course attendance records.

From 4.12.10 - 4.12.09 (released 14 October 2008)

New Features/Modifcations

Modified Run Macro screen so that macros that are not on the pull-down list can still be run.
Added Qualification for a person to information that can be merged into the body of an e-mail. Information can be qualification name only, qualification and institution or qualification institution and year attained.
Added Special Interest Groups for a person to information that can be merged into the body of an e-mail. Information can be current, past or all special interest groups.

Fixes

Corrected a totalling error on the sales report.

From 4.12.09 - 4.12.10 (released 12 September 2008)

From 4.12.08 - 4.12.09 (released 29 August 2008)

New Features/Modifcations

Modified address labels to avoid "some data may not be displayed" error message when producing address labels.
New process to enable users to make a custom update file containing any objects (forms, reports etc.) that they have created or modified. They can then re-apply their modifications after updating their software.
Modified addition of corporate associate member process so that a person that is a current or past individual member can be added as a corporate associate member.
Modified display of membership screen so that it can now be displayed for corporate associate members. This is to enable the display and modification of membership history for people who have switched from being individual members to being corporate associate members.
Modified credit card payment entry and handling for better security compliance.
Software registration process will now detect extra spaces and line breaks from registration name pasted from e-mail.
Software registration form now has a button so that MIE Software can be e-mailed exactly what serial number and registered name is being entered.
Eliminated the need to have separate reports for PDF correspondence and broadcast e-mail reports. This is because of the issue of saving Specific Printer reports in Access 2007. E-mailed PDF correspondence now uses the standard "Default Printer" reports. Specifically, the following reports are no longer used: Invoicep, Receiptp, RenewalConfirmationLetterp, RenewalReminderLetterp, RenewalRequestLetterp, TaxInvoicep, WelcomeLetterp, MemByBranchNPp, MemByBranchSummaryNPp, MemByChapterNPp, MemByChapterSummaryNPp, MemByRegionNPp, MemByRegionSummaryNPp, MemByRegionSummaryBp, MemByRegionSummaryCp.
Modified Internet Assistant so that a missing Mail To indicator in a demographics update does not generate the same message as an invalid Mail To indicator.
Minor changes to calling of HTML Help.

Fixes

Corrected an error where the 'Browse' buttons in Personal Options were disabled.

From 4.12.07 - 4.12.08 (released 01 August 2008)

Fixes

Corrected an error where e-mails from Reporter were not always selected correctly for people with different mail to and e-mail to destinations.

From 4.12.06 - 4.12.07 (released 28 July 2008)

New Features/Modifcations

Added TotalOutstanding as a field in the Reporter Export function.
Modified Internet Assistant to force recalculation of TotalOutstanding while processing financial transactions.
When user selects a Reporter option indicating that they may be contacting people, such as E-Mail or Word Merge, the software will now check if there any records on the database marked as 'Do Not Contact' and warn them in they have not also checked Don't Include 'Do Not Contact' on the Reporter.
Modified payment entry screen so that double-clicking in Drawer retrieves the person's organisation and double-clicking in Cardholder's Name retrieves the person's name.
Name and address block on correspondence can now be offset to the right for better display in window faced envelopes
Person's name is now displayed on top of payment entry screen.
Added the ability for the Internet Assistant to process name and address updates web submissions via e-mail.
Entry menu now displays path to open database and link can be refreshed by double-clicking on the name.
Added display of full name and address to Mail form so that name and address can be easily copied and psted into other applications.

From 4.12.05 - 4.12.06 (released 30 June 2008)

New Features/Modifcations

Modified init software routine to remove links to temporary import/export routines.
Modified import from event process to never pick up event version of membership number.
Improved recording of who had changed name and address details on the People form.
Modified processing of Internet renewals to pick up payment transaction information and store it in payment notes.

From 4.12.04 - 4.12.05 (released 27 June 2008)

New Features/Modifcations

Increased address update warnings when importing from an event file and further restricted membership number importing when importing from an event file.
Modified importing processes to prevent accidental ovwerwriting of membership numbers.
Changed recording of application user name to use logged on Windows user name rather than Access user name. This change has been made for two reasons. 1. most people do not use the Access user name feature, so all users are identified as Admin. 2. Access user based security has been removed from Access 2007 onwards.
Modified Internet Assistant renewal processing so that an existing chapter for a member is not overwritten if a blank or invalid chapter comes in the Renewal e-mail.

Fixes

Corrected an error message appearing on the Reporter if a user entered an organisation name that was not in the database.
Corrected an error where donation amount paid was not taken into consideration on tax invoice paid total.

From 4.12.03 - 4.12.04 (released 12 June 2008)

New Features/Modifcations

Primary Access window's Close button is now disabled so that users can not accidentally close the application when closing a maximised form or report.
Modified Membership Totals by Chapter report to display in Membership Type order within each chapter.
Update links to MIE WebLink administration site.
Added Quantity to the Sales screen and separated Sales and Rentals into two screens.
Modified GST recording so user can only have GST Rate or GST Amount, not both.
Modified Membership History form to enable discounts and extra charges to be entered retrospectively for paid episodes to enable easier refund creation.

Fixes

Corrected an error with page footer display on Payments Processed Today report.
Corrected an error where if a multi-membership type selection was used as the basis for an export to Excel, all records were exported, instead of just the records with the selected membership types.

From 4.12.02 - 4.12.03 (released 18 April 2008)

New Features/Modifcations

Modified initialisation process to set last on-line update check to current date for newly installed/updated software.
To avoid delays on multi-user systems, shut down process now only recalculates search names when last person closes database.
Modifed tax invoice so that date displayed is the same as date printed, current date if not marked as printed.

Fixes

Corrected an error where report heading did not always display correctly on Name Plus. listings from the Reporter.

From 4.12.01 - 4.12.02 (released 04 April 2008)

New Features/Modifcations

New process to set mail type to e-mail for all records that have a valid e-mail address based on their E-Mail To setting.
Modified Report Preview/Print process for better performance with Office 2007

Fixes

Corrected an error where Membership Statistics by Membership Type report did not display correctly where no chapters were present.

From 4.11.04 - 4.12.01 (released 11 March 2008)

New Features/Modifcations

Modified Join and Renew forms for improved display of long membership types.
Added Default Address Tab on People form as a Personal Options setting.
Enhanced sorting of People within Groups in People in Groups reports.
Added 'No Show" tracking of Summit Event Manager events. A no show is someone who was meant to participate, but did not. On import from Summit Event file, no shows can be identified. No shows can be recorded in event history and retrieved via the Reporter. No show status has also bee added to the various event attendance reports.
Added Special Diet, Primary Accompanying Person details, and Primary Accompanying Person Special Diet as columns that can be chosen on Reporter Name Plus. listings.
Added diet and primary accompanying person information to Reporter exports.
Cleaned up appearance of payment allocation screen.
Simplified entry of corporate associated members when there is no limit to the number of associated members. (Corporate members form no longer needs to be closed between the addition of eac new associated member).
When sending extended information to an event file, the folowing additional fields are now also sent: Nationality, PassportNumber, PassportExpiryDate, CountryOfIssue, APGender, APAsianName, APNationality, APPassportNumber, APPassportExpiryDate, APCountryOfIssue.
New macro to recalculate total amount outstanding for all records.
Made first expiry date pull-down list on Membership Types form longer for easier selection.
Added display of Microsoft Access environment to "Where Am I" help function.
Modified course export to only show one line per person.
Modified send to event and import from event functions to now include: Special Diet, Date of Birth, Gender, Smoker Flag, Accompanying Person Title, Accompanying Person Given Name, Accompanying Person Surname/Family Name, Accompanying Person Badge Name, Accompanying Person Salutation, Accompanying Person Special Diet, Accompanying Person Gender, Accompanying Person Asian Name Flag, Accompanying Person Smoker Flag, Passport Number, Passport Expiry Date, Nationality, Country Of Issue, Accompanying Person Passport Number, Accompanying Person Passport Expiry Date, Accompanying Person Nationality, Accompanying Person Country Of Issue).
Modified display of Correspondence for better previewing under Access 2007.

Fixes

Corrected an error where Mail Type could not be set to e-mail with a home e-mail address only.
Corrected an error where, on completion of an import, some profiles were incorrectly cleared for existing records.
Corrected an error where remittance advice could not be hidden on e-mailed correspondence.

From 4.11.03 - 4.11.04 (released 31 January 2008)

New Features/Modifcations

Enhanced import process so that embedded nicknames can be separately extracted from the main name and optionally stored in a nominated user defined field.
Modified import process for better comparison of addresses for matching purposes.
Modified spacing of some reporter prompts for better readability.
When displaying possible duplicates while importing records, if user selects Update Address Details, user defined fields and profiles are now also updated if they have values in the record being imported.
Added web access user name and password to fields exported by a Reporter export.
Newly imported people with no membership history can now have their Membership Type changed using the Change Memebership Type button on the Membership screen.
Added Renewal Amount Due as a column for Name Plus. Reporter Listings.
New function to export course history.

Fixes

Corrected an error where export to Demographics interchange table did not function correctly on Reporter.
Corrected an error where page headers and footers did not hide correctly on all e-mailed correspondence.

From 4.11.02 - 4.11.03 (released 21 December 2007)

New Features/Modifcations

Web access user names and passwords can now be assigned or removed using the Reporter Action function.
Web access user names and passwords are now also displayed on the Personal Information form so that web access can be given to non-members.
Added web access user name and password to renewal request letters.

Fixes

Corrected a problem where dynamically generated report headings and fields did not display correctly in Office 2007.
Corrected an error when importing Renewals with payment via Internet Assistant.

From 4.11.01 - 4.11.02 (released 10 December 2007)

New Features/Modifcations

Software can now automatically check on-line for software updates at a user specified interval.
New report showing combined professional development credits for both external event session attendance and short course attendance for a nominated date range.
Event Attendance by Person report can now be filtered for a date range.
Added credit points earned to Event Attendance by Person report.
New reports: Membership totals by membership type and membership totals by chapter.
Added Pass/Fail indicator to Course Attendance by Person and Course Attendance by Organisation reports.
When sending people to an event file, if extended details are selected, date of birth, gender amd web address are now also sent.
Added date of birth as a selection criteria on the Reporter.

Fixes

Modified hyperlink to MIE WebLink index page to reflect new URL.

From 4.10.02 - 4.11.01 (released 09 November 2007)

New Features/Modifcations

Added Internet Assistant processing of on-line User Name/Password Changes and Membership Renewals.
Web file created by Internet Assistant now includes CourseAttendance table. This is to enable calculation of credit points earned by an on-line process.
Cosmetic change to database options screen.

Fixes

Corrected an error where some reference file pointer numeric fields (such as Referral Source)were not handled correctly when updating a field using the Bulk Updater.
Corrected an error where a person's sales and donations did not display under Access 2007.
Corrected an error where corporate associated members could also be selected as non-members on the Reporter.

From 4.10.01 - 4.10.02 (released 16 July 2007)

New Features/Modifcations

Modified check for unregistered software opening large data files so that user is given the chance to register software immediately.
Modified software packaging initialisation routine to empty out all temporary InternetAssistant tables.
Modified Install Custom Update process so that update files are no longer restricted to being named 'sclu.cdb'. They can now be any name beginning wth 'sclu' and ending with '.cdb', for example scluclientName14July2007.cdb. This is to make it easier for clients with multiple custom updates to identify and archive separate updates more effectively.
Export from Reporter now includes membership type and chapter name.
When user selects Check for Free Software Updates from the Web Resources menu the web page now displays their current software version and advises which update file to download.
Rewrote multi-group "OR" selection on Reporter so that it is now 7-10 times faster than previously.
Modified mde file so that progress bar displays fully when opening a data file.
Changed all standard membership reports by chapter, branch and regions to only show current members.
New processes so that all corporate associate members have the same chapters and membership expiry dates as their corporate primary member.
Added the ability to explicitly include or exclude records marked as 'Not Renewing' to the Reporter.
New Exception Report listing people who have a Membership Type but do not have an expiry date.
When checking e-mail, the Internet Assistant now marks each Summit related e-mail as Read when it loads the details into the temporary tables.
New macros to globally change all form and report currency controls to a generic format that uses the currency format defined in Regional and Language Options in the Windows Control Panel.
Modified form caption
Modify software packaging initialisation routine to blank out from e-mail address for blast e-mails.

Fixes

Corrected an error where historical details of an incomplete event file import remined in packaged software.
Corrected an error where the Preivew button on the Letterhead Design screen did not function correctly.

From 4.09.02 - 4.10.01 (released 28 June 2007)

New Features/Modifcations

Modified create refund process to take into account overpaid donations.
new process to check all donations and match the donation amount paid to the total of receipt lines referencing that donation. Called from Run Macro on main menu.
New macros to globally change all form and report currency controls to a generic format that uses the currency format defined in Regional and Language Options in the Windows Control Panel.
New Exception Report listing people who have a Membership Type but do not have an expiry date.
Added the ability to explicitly include or exclude records marked as 'Not Renewing' to the Reporter.
Changed all standard membership reports by chapter, branch and regions to only show current members.
New Exception Report listing people who have a Membership Number but do not have a Membership Type.
Modified mde file so that progress bar displays fully when opening a data file.

Fixes

Corrected an error on tax invoice/adjustment note display.
Corrected an error where the Preview button on the Letterhead Design screen did not function correctly.

From 4.09.01 - 4.09.02 (released 09 May 2007)

New Features/Modifcations

New process to check all donations and match the donation amount paid to the total of receipt lines referencing that donation. Called from Run Macro on main menu.
Modified create refund process to take into account overpaid donations.
New report: Course Attendance with Special Requirements. This report lists any special dietary requirements or special needs of any participant of a nominated course.
New Course Attendance participants list showing address and contact details.
Added the ability to the membership form to cancel a person's membership type if they do not have any membership history.
Modified about Form to only display build to 2 decimal places for consistency with other products.
Converted Summit Central from Windows Help to HTML Help to enable cCompatibility with Windows Vista.
Modified install custom update feature so that update file no longer has to be 'clu.cdb'. Custom update files now only need to end in 'clu.cdb'.
Change button wording on Main menu for courses and meetings to say attendance list rather than attendance update to better reflect other report options under this button.

Fixes

Corrected an error where donation amount paid was not adjusted when a receipt was deleted.
Corrected an error with two calendar controls on the Membership tab of the Reporter.

From 4.07.02 - 4.09.01 (released 16 April 2007)

New Features/Modifcations

New process to automatically allocate membership numbers for people that are either individual members or corporate primary members that do not have membership numbers. Number assignment is based on the Auto Assign method specified on the Membership tab of the Database Options form. Process is called from the Run Macro form.
Modified People form so that home and other addresses can not be selected as mailing address if both address line 1 and address line 2 are blank.
New Event by organisation reports - detailed and summary. Can be filtered for a nominated date range.
Listing on Tax Invoices Reporter now displays adjustment notes as negative amounts and report now shows totals.
When a person joins they can now have profiles and groups automatically set or unset. Based on the On Join setting defined against the membership type on the Membership Types form.
Added joining date, last renewal date and membership expiry date to the fields in a Reporter export.
When entering user name/password combinations, Summit now ensures that all user name/password combinations are unique.
On Membership tab on Reporter, date range selections are now available for the date fields: Potential Member From Date, Joining Date, Expiry Date and Last Renewal Date.
Added mailout code functionality to Reporter e-mail, blast e-mail and SMS. Also, a new mailout code can now be specified when recording the bulk contact.
Changes to Donations: Increased length and content of Campaign pull-down list when adding new donations. Added campaign description to current and past donations display. Modified donation campaign reports so that they only display people that have made/pledged a donation.
Added date of birth and gender to main People form.
Modified software registration so that serial number can be entered (and copied from registration e-mails) as a single string of characters.
Modified receipt to prevent total from "cutting off" on some printers.
Modified course attendance report to display larger amounts without wrapping.
Enhanced Donations component. Specifically: Donor is now a field on the People form. The filter option for the People form can now include showing only Donors. Donor is now a selectable field on the Reporter. For newly created databases Number of Donations and Total Paid in Donations are available as columns in Name Plus. Listings from the Reporter. These columns can be added to existing data files by editing the ReportFieldChoices table in each database and adding the following two rows. Row 1 Description is Number of Donations and FieldName is =NumDonationsForPIN([PIN]) . Row 2 Description is Total Paid in Donations and FieldName is =Format(TotalDonationsForPIN([PIN]),"Currency") . People will automatically be marked as donors when they allocate some or all of a payment to a donation. People that have already made donations will be automatically marked as donors when database files are updated to 4.09 format.
Increased the length of membership type and chapter pull-down lists throughout the software. Changes to the bulk updater: 1. Corrected an error where member initialization did not perform correctly if initializing based on a group 2. Corrected an error where user defined date fields did not correctly initialize joining date and membership expiry date. 3. Added PIN number range as a selection criteria for initializing membership details. This also enables a single record to be initialized.

From 4.07.01 - 4.07.02 (released 27 February 2007)

New Features/Modifcations

New process to create unique web access user name/password combinations for all people on the database.
New Group Statistics and Profile Statistics reports.
Added donation details to outstanding payments detail reports.
Added new standard report that lists organisations in the database, listing each organisation only once.
New associated people extended report.
Added credits as a column that can be separately totalled to Event history report.
Added build number to access executable information collected when user presses Ctrl+W
Added ability to select by e-mail address present in Reporter.
Added Find By PIN feature to People form.
Added vertical scroll-bars to EFT Details for Remittance Advice field on Financials tab of Database Options.
Added more 24 hour clock options to the global time change functions.
New process to automatically allocate membership numbers for people that are either individual members or corporate primary members that do not have membership numbers. Number assignment is based on the Auto Assign method specified on the Membership tab of the Database Options form. Process is called from the Run Macro form.
Modified membership form so that if non renewing is marked user has the option of making the person a non-member.
Modified import process to: Display home phone number when comparing addresses on import from event file. Improve resume interrupted import function Records that are not imported as they already exist can also have the same Groups/profiles assigned as the newly imported records.
Modified handling of GST on discounts and extra charges so that it only applies to transactions where the main transaction has a non-zero GST component. I.E. GST on discounts and extra charges does not apply to GST free sales.
Modified "not renewing" process to give user the option of resetting a future membership expiry date to today's date so that the people do not appear on future "current members" listings
When producing a report of external events a person has attended user can now filter on a particular date range.
Modified import process so that there is an error log at the end of the process rather than messages during the import process that halted the process until acknowledged.
Modified import process so that a progress bar is displayed indicating the progress of the import.
Modified import process so that if user is performing multiple imports they can use group names that have been created in earlier imports in subsequent imports.
Enhancement to donation payment allocation process.
Parameterised label captions on Setup and Main Menus (button and form captions already parameterised).
Increased parameterisation of SMS provider details.

Fixes

Corrected an error where membership numbers with a numerical component greater than greater than 2,147,483,647 would cause the import process to halt.

From 4.06.01 - 4.07.01 (released 14 December 2006)

New Features/Modifcations

New membership statistics reports for nominated date range. Membership Statistics by Membership Type and Membership Statistics by Chapter.
Modified letterhead design forms so that they no longer require the third party slider bars.
Changed MIE WebLink admin site URL on Internet Assistant.
Added the ability to export contact details for all people attending the currently selected course.
Expanded number of fields exported when doing an export of course attendees.
Enhanced Family Salutation generation on personal information form.
Modified renewal date process to stop one day creep each year on renewals.
Modified membership history form so that when user has deleted the last membership history record they are prompted to see if they also want to delete current membership information. Previously, current membership information was automatically deleted when the last membership history record was deleted.
User can now have phone, fax and/or e-mail details displayed on a person's remittance advice so that they can verify their contact details when returning a remittance advice. Display/not display set up on Financials tab of Database Options form.

Fixes

Correction of display fault on the Profit and Loss (Budget Versus Actual) report which left a gap in the income section.
Corrected an error on Personal Information screen where family group could be updated.

From 4.05.04 - 4.06.01 (released 24 October 2006)

Corrected an error where position, division and organisation could be overwritten when importing from an event file where the person had specified a home address.
Parameterised attachment file name prefix when e-mailing standard correspondence.

From 4.05.03 - 4.05.04 (released 29 September 2006)

Please note that this update will overwrite your existing software. Please make backups of any customisations/modifications that you have made prior to running this update so that they can be reinstalled.

Modified after upgrade process to reset labels to those the user has specified.
Modified e-mail validation routine so that P.A. e-mail address could be deleted.
Modified import from event file process to correct an error where the import would not complete.

From 4.05.02 - 4.05.03 (released 12 September 2006)

Modified import from Summit Contact Manager and Summit Central to prevent syntax errors where group description, event short name and event long name contained double quotes. Import process now checks for double quotes and will not allow import process to continue until the double quotes are removed.
Corrected an error where only blast e-mails could be sent from the Reporter.
Corrected an error where event attendance history did not display correctly on Reporter Name Plus. listings.

From 4.05.01 - 4.05.02 (released 22 August 2006)

Corrected an error when converting earlier version data files and not picking up e-mail default settings from template

From 4.04.02 - 4.05.01 (released 14 August 2006)

Added potential member from date as a selection criteria on the Membership tab on the Reporter
Parameterised position, division and organisation on the Reporter
Modified Reporter export process to pick up most appropriate mobile phone number
Added the ability to send the same e-mail to hundreds of recipients simultaneously from the Reporter
Parameterised the text for e-mail subject, message body and attachment warning/notice for e-mailed correspondence. Database wide parameters can be overwritten by individual parameters.
Added interface to CyTrack computer telephony integration (CTI). Users with CyTrack can dial out by double-clicking on telephone numbers
Changed handling of corporate associated members so that they show the same expiry date as their corporate primary. This enables new, current etc. selection on Reporter to show the corporate associated members as well as the corporate primary members

From 4.03.01 - 4.04.02 (released 27 June 2006)

Remittance Advice on Statements and Tax Invoices is not displayed if amount owing is zero regardless of Database Options setting
Enhanced resetting of family group salutations.
Created the ability to modify filtered report headings to Donation reports and sales and products reports.
Modified Membership Types form so that the Membership Category in People table automatically upates if type of membership for an existing record is altered

From 4.02.01 - 4.03.01 (released 30 April 2006)

When exporting from the Reporter, PIN, profiles and user defined fields are now also included. Additionally, the column headings in the output file for the profiles and user defined fields are changed to match the actual values of the prompts in the database.
Modified all e-mailing processes to make it impossible to send to an invalid e-mail address.
New process to check all e-mail addresses and report on any that are invalid. Process can be called at any time from the Run Macro form and can be called at the end of any import.
Improved checking of entered e-mail addresses.
Corrected an error e-mailing to course attendees.
Modifed export table process to prevent truncation of memo fields.
To simplify regionalisation, parameterised the form captions and button captions for Setup menu and Main menu forms as these forms are not available in Design view.
Corrected an error where mailing addresses on initial import were not being set to home or other, even if selected.
Modifed Web Resources menu to point to new MIE WebLink admin page.
New process to remove membership information. If user opens membership screen and then deletes all membership history records using the membership history details form all primary membership information is also removed.
User can now clear the Chapter field on the membership screen.
On correspondence that uses alternate billing address that also has a remittance advice, a reference to the person is now shown on the remittance advice.
New calendar form that eliminates the need to use mscal.ocx.
E-mail or SMS to course attendees now also sends to course facilitator plus staff.
Corrected an error where user was incorrectly prompted to remove barcode information.

From 4.01.01 - 4.02.01 (released 8 March 2006)

Corrected an error on the Membership form where the Corporate Members button was not displayed after changing a person from an individual membership type to a corporate membership type.
Courses - NEW - Added discounts and extra charges to courses.
Products and Services - Modified the Product Group pull down list on the Products and Services form to refresh the list as the user moves from record to record.
Product Pull Down List - Modified product pull-down lists to display more information when selecting the product to sell or rent.
Corrected an error that occurred if sending a person with no name to an event file.
Financials - NEW - Added the ability to produce a refund for overpaid courses.
Event File Interface - NEW - Added the ability to send extended information when sending to an event file (accompanying person, special diet, badge name plus smoker flag)
E-Mailing - NEW - E-mails sent from Reporter or People form can now include merge fields to insert data from people's records into the e-mails.
SMS Messages - NEW - SMS messages sent from Reporter or People form can now include merge fields to insert data from people's records into the message.
Communication - NEW - Added the ability to classify people into a family group and can produce Word merge, e-mail and SMS to just the family group leader with a separate family salutation. Can also produce Word merge, e-mail and SMS to just family group leaders and singles (people that are not in any family group) with family salutation for family group leaders and normal salutation for singles.
Products and Services - NEW - Added discounts and extra charges to Sales and Rentals.
Short Courses - NEW - Added the ability to send an e-mail message or an SMS text message via e-mail from the Courses form to all people registered for the currently displayed course.

From 4.00.01 - 4.01.01 (released 15 December 2005)

Bulk Updater - NEW - Added ability to convert a user defined feild into multiple groups based on the data in the fields.
Contact History - NEW - Added Contact History Report to the Contact At A Glance tab.
Financial Reports - NEW - Added Overpayments by Person (Detail) and Overpaymnets by Organisation (Detail) reports.
Membership - NEW - Added 'Not Renewing' to the Membership At A Glance tab.
Personal Details - NEW - Added the fields Position, Division and Organisation to the Other Address tab.
Remittance Advise - NEW - Added EFT as an option as well as ability to Fill EFT display details (Payment Types & Database Options)
Reporter - NEW - Two new reports to the Listing choices: Referral Listing and Referral Listing plus Groups and Profiles.
Reporter - NEW - Added 'Not Renewing' as selection criteria on the Membership tab.
Reporter - NEW - Added 'Do Not Contact' as selection criteria on the Mail/Contact Details tab.
Reporter - NEW - Added to Column Content Choices: Referral Source and Potential Member Date
Reporter - NEW - Added Multi-Chapter select and Multi-Membership Type select to the membership tab.
Reporter - Corrected an error if more than 32,767 records were selected.
Contact Recording - Double-click on Contact Type now enables the adding of new contact type to the list.
Reporter - Corrected existing Name and Mailing Address reports to corrected reflect the Home and Other Addresses.
Reporter - Corrected export routine so that position, division and organisation do not appear if Home is the primary address.
Sales & Rentals - Modified sales and renatls reports to also display quantity.
General - MovedInstall Custom Update button to Main Menu under Utilities.
General - Added setting Access 2003 security setting to low as part of the optimal settings option.
General - Personal Information name prompts now link back to Database Options settings.
General - Reduced time taken to open and display any of the outstanding and overpaid reports in Financial Reports.

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