PETRAX by Petrax Software, Inc Copyright 2002-2010 Petrax Software Version 4.6 http://www.petraxsoftware.com November 2008 - December 2010 ====================================================================== PETRAX is software for professional pet sitters designed to help them in their day-to-day administrative tasks. Features include client contact management, order scheduling, representative tracking, invoicing, work order generation, and many more features. ====================================================================== MINIMUM REQUIREMENTS SOFTWARE PETRAX is built using the 2.0 release of the Microsoft® .NET Framework. To run the framework, you must have one of the following operating systems with Microsoft® Internet Explorer 6.0 or later installed on your computer: - Microsoft® Windows XP (Home or Professional) - Microsoft® Windows Server 2003 family - Microsoft® Windows Vista 32-bit - Microsoft® Windows Vista 64-bit - Microsoft® Windows 7 32-bit - Microsoft® Windows 7 64-bit PETRAX will run on the following Microsoft Windows operating systems, however it is not supported by Petrax Software. - Microsoft® Windows 98 - Microsoft® Windows 98 Second Edition - Microsoft® Windows Millennium Edition (Windows Me) - Microsoft® Windows 2000 (Professional, Server, or Advanced Server) with the latest Windows service pack and critical updates available from the Microsoft Security Web site. HARDWARE Minimum hardware requirements: Pentium 2.0 GHz or higher, 1 GB RAM, 100 MB free disk space Recommended hardware requirements: Pentium 3.0 GHz or higher, 2 GB RAM, 150 MB free disk space ====================================================================== UPGRADING FROM A PREVIOUS VERSION 1. Make a backup of your existing company. (File menu, click "Back Up") 2. It is recommended that you first uninstall any previous versions of PETRAX before installing the latest version 3. Install the latest version of PETRAX. PETRAX 4.6 automatically updates an existing version of PETRAX and will use your existing company database. NOTE: If you have version 4.3.11 installed, there is a known issue with the upgrade process. Please send your database file to me, and I will manually upgrade it. To send me your file, navigate to the following URL, and upload it via the YouSendIt secure file service: http://dropbox.yousendit.com/PetraxSoftware1058364 To find your company database, in the "Company Section", click on the "Technical" tab, and note the database location. To find out your PETRAX version number, click on the "Help" menu, and then on "About", and not the version number. In all cases of upgrading, if you receive an error, please send me your database and I will manually upgrade them as soon as I can. Please be sure to include your email address so that I can return your data. ====================================================================== INSTALLING PETRAX FOR THE FIRST TIME PETRAX requires the .NET framework to be installed prior to installing PETRAX. PETRAX also requires the Crystal Reports runtime to be installed. Therefore, there are three steps to installing PETRAX when you include installing PETRAX itself: 1. Install Microsoft .NET Framework version 2.0 2. Install Crystal Reports 3. Install PETRAX -- Microsoft® .NET Runtime version 2.0 PETRAX requires version 2.0 of the Microsoft® .NET Runtime. This installation is provided as a redistributable file by Microsoft. It was not created or supported by Petrax Software. If you received PETRAX by downloading a demo from the PETRAX web site, then the .NET Runtime is not included in the downloaded zip file. You will be prompted to download and install the .NET Runtime from Microsoft's web site as part of the PETRAX installation. -- PETRAX To install PETRAX, run the installation EXE PETRAX_Setup.exe. ====================================================================== DOCUMENTATION Documentation for PETRAX is available as on-line help accessible from inside the application. ====================================================================== SAMPLE DATABASE A sample database is included with PETRAX. To use the sample database, launch PETRAX and then click "File", then "Open Company" from the PETRAX main menu. Browse to the directory where PETRAX is installed (by default this is c:\program files\petrax software\petrax) and and choose the database file named "DemoCompany.ptxdb". ====================================================================== ====================================================================== FIXES AND ENHANCEMENTS IN VERSION 4.6 ====================================================================== == Bugs Fixed - Fixed rounding bug on the "Adjustment" form. For example 6.25 was being rounded down to 6.2 rather than being rounded up to 6.3. - Removed redundant "Client" column from the client details order grid. - Fixed a bug where the tax date was not being updated when an order changed. The date assigned to the tax transaction is now correctly set to the last day of the order. - Fixed a bug where the amount to pay the rep for "flat rate" payment configurations for services was not multiplying by the quatity of services applied. - Fixed a bug where default date for new representative settings was not correctly defaulting to current date. - Fixed a bug where deleting a representative did not remove the rep's name from the calendar. Note: Deleting a representative DOES NOT delete orders associated with that representative. The orders will still exist - they will just have no representative assigned to them. - Fixed a bug where the calendar information was not saved when the application closed. Also, improved the speed of how the data gets persisted at shut down. == Enhancements and new features - Improved the performance and reliability of how the calendar works. - Added a feature that allows users and Petrax support to view trace log files to help identify potential issues (Available from the HELP menu. - Added feature to rebuild Orders, Clients and Calendar in one step. - Added feature to remind about data maintenance. - Improved preformance and feedback of start up process. - Fully implemented the "Send Database to Support" feature. It now compresses your data (to save upload time) and FTP's your database to PETRAX support. ====================================================================== FIXES AND ENHANCEMENTS IN VERSION 4.5 ====================================================================== == Bugs Fixed - Fixed bug where opening the DemoCompany when first starting caused an error. - Fixed a bug where if an order was fully paid before the rep was paid - there was never an opportunity to pay the rep, unless backing out of the order pay. - Fixed a bug where you could not open another company database once one was open. - Fixed a bug that sometimes cause the order grid refresh to fail. - Fixed bug that caused recurring appointments to fail. - Fixed bugs on multiple data entry fields that allowed too many characters to be entered, causing PETRAX to crash. - Fixed a memory issue that caused the Calendar to fail. - Fixed the "Email All Representatives" schedules forms to only display and use ACTIVE representatives. - Fixed the Financial Categories lists to only show ACTIVE categories in the drop downs that use them. - Changed the License Key registration form to have one single text box. The previous system of having the key split was confusing, and made it difficult to enter in license keys. - Fixed the ability to start PETRAX by double clicking on the database file. This feature was in PETRAX at some point, but got lost. This release re-associates .ptxdb files with the PETRAX application. - Fixed a bug that occurred when "Apply Tax" was used on an order, and then failed to update the order when the form was closed by clicking the red "X". It now saves whenever the tax is changed on the order. == Enhancements and new features - New Database format used. This release contains further performance improvements. We have changed the database that runs PETRAX. We are now using Microsoft's SQL Server CE. You will notice a vast improvement in general performance and stability over the data engine we were using before. For more information, please see: http://www.microsoft.com/Sqlserver/2008/en/us/compact.aspx - Added database "Compact" functionality - Added database "Repair" functionality - Added "Send Database to Support" functionality. - Moved data utilities to a separate menu off the File menu. Backup, Compact, Repair, Send Database, Reset Orders, Reset Clients and Reset Calendar are all on the same menu (and no longer on the technical tab in the Company section. - Added progress bar for enhanced feedback when creating and deleting services - Expanded the max length of user assigned ID's for Client's, Orders and Vets to 100 characters. - On all reports, added button functionality to "Save As" multiple types (PDF, Word, Excel, Excel Records Only, RTF and Crystal Report. These options have always been available, but somewhat hidden. - The application remembers the last save location, and uses it the next time a report is saved. - After you successfully test new email settings in the Company section, the new settings are automatically saved to the database. - Increased the size of the email defaults fields in the Company Section to a maximum of 1000 characters each, and reworked the layout to make it easier to work with. ====================================================================== FIXES AND ENHANCEMENTS IN VERSION 4.4 ====================================================================== == Bugs Fixed - Fixed bug where Order Grid was not updating when appointment was saved. - Fixed bug where representative delete was not always working. - Fixed crash bug when "AlarmCompany" field was empty. - Fixed memory leak bug when order grid was cleared and then populated. - Deleting multple clients caused an un-readable, unclickable message box. Now, when more than 6 clients are deleted, the conformation box is re-sized and readable. - Fixed bug where deleting an order on the client form did not update the order grid. - Fixed bug where order grid was not updated when client balance changed. - Fixed bug where phone numbers were incorrectly formatted in the client list report. - Fixed bug where backup process did not allow changing of filename. == Enhancements and new features - Improved performance when invoices are created. - Improved performance when paying a representative. - Improved performance when client grid was cleared and re-created. - Improved performance when saving a client. - Improved performance of the client list report. - Added progress bar to multiple long running activities. - Upgraded user interface look and feel. - Upgraded licensing system. - Demo/Trial installation now generates a temporary 3-day license key, and provides a way to request a new key within the application. - For new installations, the application prompts the user to run the demo company. ====================================================================== FIXES AND ENHANCEMENTS IN VERSION 4.3 ====================================================================== == Bugs Fixed [0000000] Fixed bug where opening an Order for an inactive client would crash PETRAX. [0000000] Fixed bug where adding and then deleting a default service for a new client that hasn't been saved yet caused an error. [0000000] Fixed bug where services with negative amounts could not be set as default services for a client. [0000000] Fixed bug where crash sometimes would occur after switching pets when entering new client. [0000000] Fixed rounding bugs that happened in some instances with tax calculation. [0000000] Fixed upgrade issue where Vista would throw an error when trying to build the app.config file for the upgrader in the program files directory. [0000000] Fixed bug where email of confirmation, invoice or work order would fail if client's name had invalid filename characters in it. [0000000] Fixed bug where PETRAX would not automatically detect the database location from version 4.2. [0000000] Fixed bug where PETRAX would not upgrade a database if the database was in an old format and it was opened using "File", then "New Company". == Enhancements and new features [0000000] Expanded city and zip codes to accommodate non-US addresses. [0000000] Improved calendar load performance and added status bar to show progress. [1185723] Added client's email address to the Work Order. [659127 ] Added vet contact and phone number to Client Confirmation. [0000000] Added more information to the error information report. [4.3.11 Patch fixes] - Allow database names that have an apostrophe in it. [4.3.12 Patch fixes] - Fix bug when creating a new company. ====================================================================== FIXES AND ENHANCEMENTS IN VERSION 4.2 ====================================================================== == Bugs Fixed [0659133] If PETRAX is exited while maximized, it will now restart maximized. [0659128] Default client depart/return times to blank instead of 12:00 AM [0667710] Sorting by ID in the grids now sorts numerically rather than alphabetically. [1173915] Made the rows on the client address/phone list tighter together to fit more on a page. == Enhancements and new features [0653513] Added a "next day" and "previous day" button on the calendar when in day view. [0659135] Add the ability to edit the "How Heard" categories. [0659137] Added the ability to schedule a new Order from the calendar from a client name. [0659138] Added the ability to modify multiple services at the same time on an Order. [0659239] You can now print the calendar by a custom date range rather than just by day, week or month. [0661836] On the Work Order, the "please provide" text is showin only if none of the emergency numbers are present. [0667711] The "end time" is now defaulted to 30 minutes after the "begin time". [0668790] All emergency information fields are now included on the Client Confirmation and Work Order. [0669771] Added the ability to search the ledger. [1172207] Added the ability to create client labels based on client categories and other client fields. [1172208] The client "other" phone number was added to the Work Order. [1179956] Added the ability to use other mapping sites in addition to MapQuest. [1180553] Added pet notes text to the work order. [4.2.5 Patch Fixes] - Runtime error when performing ledger search fixed. - Runtime error when generating multi client confirmations fixed. - Set subject in Outlook appointments to match PETRAX calendar subjects. [4.2.7 Patch Fixes] - Calendar selector shows more than two months - Bugs in Calendar export - Unassigned appointments now always show in calendar - Performance gains when updating Orders - All day events export to Outlook correctly [4.2.9 Patch Fixes] - Visit count in month view corrected - First/last indicators for timed visits corrected - Minimum calendar date feature added for performance - Database upgrade uses copy instead of rename [4.2.10 Patch Fixes] - In Outlook, set the "File As" to be client lastname/firstname - Export to Outlook any visit that fits in the export range, not just Orders whose begin/end fit in the range. [4.2.11 Patch Fixes] - Enhance backup UI - Fix calendar checkbox list when adding/removing reps - Fix opening balance bug in register [4.2.14 Patch Fixes] - Add error traps for calendar cache saving and adding to Order grid. [4.2.15 Patch Fixes] - Change order of client name in Outlook appointments subject line. - Fix mileage report to include non-timed visit miles. [4.2.16 Patch Fixes] - Removed "PETRAX" from email subject line of rep schedule. - Fix mileage report to count all non-timed visits in a day. - Add ability to send email using TLS security. - Fixed bug where new orders didn't show in the calendar. - Overhauled calendar export to Outlook. [4.2.17 Patch Fixes] - Fixed places where delete of order causes runtime error. - Fixed install to ensure latest TDD Outlook interface assembly is installed. - Fixed date range logic when selecting visits to export. [4.2.18 Patch Fixes] - Fixed issue email issue. [4.2.19 Patch Fixes] - Fixed intitial setting of "Use TLS" checkbox so that it reflects configuration value. - Made changing of "Use TLS" light up the Update button. - Added ability to write smaller chunks to the calendar cache. - Removed need for Outlook to re-request permission when exporting or importing contacts. [4.2.20 Patch Fixes] - Restored original contact/appointment export functionality. [4.2.21 Patch Fixes] - Include Crystal Reports SP1 for Visual Studio ====================================================================== FIXES AND ENHANCEMENTS IN VERSION 4.1 ====================================================================== == Bugs Fixed [666061] Fixed bug where a default service with a specific time would reverts to 12:00AM when you changed anything on the default service. [667590] Fixed bug where Orders could be created for clients tagged as prospects. [666910] Fixed bug where the Rep schedule puts "page 1 of 1" on every page. [665364] Fixed bug where client address/phone list truncates phone numbers and truncates "other" phone number. [666325] Fixed bug where "Transfer balance" invoice lines show the PETRAX internal Order ID, not the user-defined Order ID. [661837] Fixed bug where creating a new company when an existing company is open rolls the old orders over to the new company until you close and restart PETRAX. [648155] Fixed bug where sales tax, credits and payments were not pushed to bottom of invoices and client confirmations. [667795] Fixed bug where the "select all" and "unselect all" buttons on the Pay Reps window did not work. == Enhancements and new features [668789] Added new payment terms type of "first visit date". [666326] Overhauled the Rep calendar viewing so that diffrent Rep calendars can be viewed side-by-side. [664347] Added "day of week" to Invoice. [657312] Improved the performance of Order processing in PETRAX. [659136] Added ability to change default email subject line for invoices, Work Orders, and Client Confirmations. [657493] Added the ability to set effective dates for Rep pay rates. [631276] Clients' order display repositioned. [666324] "Due Date" field on Order window can now be modified even if Order is not Invoiced. [666322] Modified Work Order so that all emergency numbers now show. [667714] Allow negative dollar amounts on Order services.