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 4.12.05 - 4.12.06 (released 30 June 2008)

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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