Version 4.01.19, 10/27/00

F5 - Date & Time

The F5 key inserts the current date and time wherever the cursor is. In several places in MasterVision, F5 would erase the note that was there and replace it with the data and time instead of inserting it. Fixed.

POS - Contract Payments

The new automatic payment entry would not include any sales tax included on the contract payment. Fixed.

POS - Cancelled Orders

If you cancelled an order, MasterVision remembered any payments you had entered and showed them when you did a new order. Fixed.

Selector - Student Notes

A new output option has been added to the Selector called "Student Notes". This option will ask you for a message and then it will update the notes for all of the selected students to be the message you entered.

This feature could be used for a correspondence history. You might use the Selector to create a letter and mailing labels. You could then run the Selector with the same criteria for Student Notes. You enter something like "10/27/00: Sent 'Missed You' letter" as the note. All of the student's notes would be updated to have that message.

This feature will not replace any already existing notes. The message entered becomes the first thing in the notes field and any existing note will come after it.

Student Screen - POS Button

Added a new POS Button to the Student 1 screen. It has a $ on it. When pressed it opens a new POS order with the student's name and pin already entered.

System Sounds

"Bell" sound is not working on some newer computers. Changed MasterVision to use Windows sound files. You can enter the sound files you want to use in File > Open > System Setup > System > Sounds. You need to enter the full path to the WAV file you want for each of the sounds.

Note: Windows is pathetically slow in playing a sound versus just ringing the bell. This may be especially noticeable in attendance. If you find this annoying, set the sound files to be blank. MasterVision will use the bell if no sound files have been entered.

Version 4.01.14, 10/5/00

Contract – Changing Cash Price

If you change the cash price on a contract and then enter a down payment, MasterVision would change the cash price back to its starting value which was annoying. Fixed MasterVision to not change the cash price if only a down payment is being entered.

However, if you are marking or unmarking the “Pay Entire Contract with Cash”, then MasterVision has to recalculate the price. Additionally, if you add a second or more student to the contract, MasterVision will have to recalculate the price for all students. In both of these cases, you manual change to the cash price is going to be reset.

If you’re going to change the cash price, you’ll have to remember to add all of the students first and to check the “Pay with Cash” in down payment first. Then you can change the cash price without MasterVision changing it back on you.

Contracts - Dunning: Batch

There is a new report called Dunning: Batch. When selected it asks for payment types and a cut-off date like normal. It then displays a list of the people it found to do a dunning for.

You can select multiple people in this list. Double-click a name in the list of the person you want the report for. They will get a "*" in front of their name. Continue selecting people in this way. When you are done selecting people, choose CANCEL (yes, this is confusing but it was the best I could do). The dunning report will be created for everyone who had a "*" in front of their name.

There is also Dunning:Batch for labels and for letters.

POS - Collecting Contract Payments

The payment screen for collecting in-house contracts now has a "Payment Method" selection on it. You can select a payment method on this screen and a payment entry is automatically created for you on the POS order. This was done to speed up the data entry of contract payments.

POS - Collecting Contract Payments

The payment screen for collecting in-house contracts will now automatically check the first payment as the one being paid. This is to speed up the collection process.

POS Report - Deposit Slip

The deposit slip now asks you for the payment types (Cash, Check, VISA, MasterCard, Amex, Discover) you want to include on the deposit slips.

For credit card transactions, the account number has to have been filled in for this to work correctly. If the account number is blank for a credit card payment, then MasterVision will include the payment if any credit cards are asked for. It will appear on the deposit slip as a VISA/MC charge.

POS Report - Sales By Item

Added a profit amount to the report. An inventory item must have a "Our Cost" greater than 0 to generate any profit on the report.

POS Report - Sales By GL Item

Added a profit amount to the report. An inventory item must have a "Our Cost" greater than 0 to generate any profit on the report.

Version 4.01.13, 9/1/00

Activity: Payments, Activity: Reversed Payments, Activity: Undeposited These reports are now grouped by item type.

Aging Detail Report

The student PINs for the overdue payments has been added to the report.

Appointment Book

If you reschedule and then cancel on the calendar screen, a blank date was assigned to the item. Fixed it.

Contract Merge

Added two new fields for contract merges. They are StudCoNum and StudCoAmt. They are the contract number and contract amount from student screen 2.

Inventory Batch Labels

Added two new ways to print inventory batch labels.

Batch Labels: Requested

This is the old way to do labels. You request labels on the inventory screen and this report then prints them for you.

Batch Labels: 1 Per Active Item

This method prints 1 label for every active item you have in inventory. It is useful for creating a "cheat sheet" of all items in inventory that your POS user can scan as she sells items.

Batch Labels: All Active On Hand

This method prints 1 label for every on hand, active item in inventory (If I have 4 head gear on hand, it prints 4 labels). This is handy when you want barcodes for everything you have in inventory.

Inventory Labels

Added size and color to the inventory labels.

Point of Sale

Added a "PAYMENT" button so that the user does not have to type PAYMENT all the time.

Point of Sale - Deferred Items

You can now make a partial payment on a deferred payment.

Selector

Added two new output options: Report By City and Report By Zip.

Selector - Parent Mailing Label

If a student did not have a responsible party that was a parent, MasterVision would give you a warning message about that student and not create a label. Changed it so that MasterVision creates a mailing label based on the student information instead.

The parent mailing labels were not sorted. Gave an option to sort by last name and then address name.

If two students had the same responsible party, two mailing labels were created. Gave an option to remove duplicate labels.

Why wouldn't you want o sort and remove duplicates? If you don't sort or remove duplicates, the parent mailing labels come out in the same order that the merge letters are created. The first label goes with the first letter etc. You don't need to know the student's parents name.

Version 4.01.11, 7/31/00

Contracts - Down Payment Not Recording

Under special circumstances, a down payment that was collected for a contract may still show up as being due. Fixed the problem. Existing contracts with this problem should be voided and recreated.

New Report - Appointment Book, Appointments By Employee

This new report shows all outstanding appointments for each employee that are on or before a cut-off date.

Intro Appointments

When creating an intro appointment, the appointment can now be assigned to an employee.

Version 4.01.10, 6/27/00

Aging Detail Report

The phone numbers for each person is shown now.

Contracts - Word

Added new merge fields: StudPin = Pin number, StudPinSh = Short pin number (without leading 0's), StudBDay = Student birthday

Find Student

Added a first name search

Who's Testing Report

Added belt size

Version 4.01.09, 5/31/00

Aging Cut-Off Days

The aging cut-off days which used to be 0-30,31-60,61-90, and 91+ are now customizable. They can be set in File > Open > System Setup > Contracts > Defaults.

The Aging Detail and Aging Summary reports show the custom date ranges.

Contract Find

Added ability to find by billing company number or by buyer last name.

Dunning/Invoice/Statements

You can now run statements for deferred payments only. Point of Sale should remain checked if you want POS deferred payments in addition to contract deferred payments.

Reverse Billing Company Payment

Added Find based on billing company number in addition to name and amount.

Point of Sale

By default, MasterVision does not allow a deferred payment to be paid with another deferred payment. You can now change this behavior in File > Open > System Setup > POS > Defaults, Can Pay a Deferred with another Deferred.

Selector

Added Lessons To Rank as a criteria

Version 4.01.08, 4/27/00

Appointment Book

It’s possible in rare instances to get an appointment book entry that will not go away. The End of Day routine will delete any messages like this.

Added the student expiration date to the displayed information

The "Done" button no longer asks if you are sure. It just marks the item done. This way you can quickly and easily mark a group of entries as done.

Pictures

Some MasterVision users were having trouble displaying pictures. Fixed it.

Quick Update

Added rank to the quick update screen

Referrals

Added ability to mark who a student was referred by. Go to page 2 of the student screen and click the referrals button. The top of the referral screen now shows who referred this student and will allow you to change that to some other student.

Selector

Rank detail report now has phone numbers on it.

Added "Birthday List" as a new output option. This produces a report, organized by date, that shows birthday, name, age, pin, and phone numbers. Note that the age shown on the report is the age of the student when the report was run.

Students Purchasing Item - New Report

New report in the POS category - Students Purchasing Item. Shows all students who have purchased a specific inventory item in a date range. You could use this to see who bought tickets for a tournament, registered for an exam, etc.

Version 4.01.07, 3/29/00

Attendance - Scheduled

As PINs are entered, the name of the student is shown.

Billing Company Payments

You can elect to have MasterVision's End of Day processing automatically record your billing company payments as paid. If you want to do this, you need to turn on the checkbox in File > Open > System Setup > Contract > Defaults.

If checked, the end of day routine will mark all billing company payments as paid that are due tomorrow or earlier. You can use the report (Print > Reports) called Billing Company Payments in the Contracts section to see the payments that were recorded. All payments are marked as paid the day they were due, not the date that End of Day was run.

Contracts

Expanded the billing company number from 10 characters to 20 characters.

When a contract is voided, a non-blank billing company number has "-VOID" attached to it ("123" would become "123-VOID"). This is so that the billing company number can be reused without confusing MasterVision.

MasterVision Window

The main MasterVision window can now be moved so that you can see other programs that are running. A MasterVision window has to be open for this to happen (the toolbar will do it). Once a screen is open, you can click the "Size" button in the right-corner of MasterVision. MasterVision can then be moved by dragging the blue title bar where you want it.

Unfortunately, MasterVision cannot be sized. The main MasterVision window will always be the same size as your screen. This change just allows you to move the window off the right-side or bottom of the screen.

Merge Letters

Added Email address as a field.

Selector - Output

The output options have changed from a long list to one combobox. All of the previous selections are still in the combobox. This was done to save some room on the screen and so that other output options can be easily added.

Selector - E-Mails

The selector now has an "E-Mails" output option. For this output option, the selector first finds all of the students you asked for and then finds only those students with a non-empty email address. All of the email addresses are then copied to the Windows clipboard so that they can be pasted (Edit > Paste or Ctrl+V) into an email message or any other program.

Tip: Paste these email addresses into your email program's 'Blind Carbon Copy:' field (BCC) instead of the 'To:' field (AOL Users: Use the 'Copy To' instead of the 'To'). If you use the To: field, everyone that gets the message sees everyone else's email address. If you use the BCC field, the email looks like it was sent to that recipient only.

Version 4.01.06, 2/29/00

Selector

If a class is entered into the selector, MasterVision will retain that class choice the next time you enter the selector. Fixed selector to remove any class selection when the selector screen is closed.

Verify Data

Checks for duplicate enrollments and eliminates them if found.

Checks inventory and makes sure the required inventory items (Payment, Defer, DownPay, etc.) exists. Creates them if missing.

Version 4.01.05, 1/31/00

Appointment Book

Added student's expiration date to displayed fields.

Billing Company Payments

It is possible to put the same billing company number on more than 1 MasterVision contract. When going to record the billing company payment, MasterVision would only show payments for the first contract found with that billing company number.

This is still the behavior of the billing company payment screen but now you will receive a warning message if more than one contract is found with the same billing company number.

Help File

Added a new entry to merge letters that defines all of the fields available for merging.

Infocall History Report

Only 2 digit dates could be entered though they were correctly treated as year 200 dates. Fixed to allow 4 digit dates.

Merge Letters

The following fields are now available for merging:

ContAmt: Contract amount from student screen 2

ContNo: Contract number from student screen 2

ParLast: Parent's last name

Reindex and Pack

The option under File > Utility > Reindex & Pack has been removed since it does not work as well as the stand-alone program that can be found on the Windows menu under Start > Programs > MasterVision > MasterVision Reindex.

Reports

Canceling some reports could leave the dates set at 2 digit years when they should be 4. Fixed it.

Selector

If you tried to find birthdays in a year other than the current year, none would be found. Fixed.

Student Screen - Copy

When a student was copied, most of the information from screen 2 was copied as well (lessons to date, etc.) when it shouldn't be. Fixed.

Student Screen - Status

The status combobox allowed a student to be changed to a "P - Prospect" or "O- Open Prospect". This should not be allowed. Choices were removed.

Student Screen/Appointment Book

If you were editing or adding a new student, clicked on the appointment book, and the double-clicking an entry to jump to a different student. The first student could be erased and a duplicate of the new student created. Fixed the appointment book to not jump to a student when adding or editing a different student.

(Although MasterVision will allow you to click on different screens while you are editing or adding a student, you'll always be better off to Save your changes before clicking to another screen.)