Version 4.01.34, 12/10/01

Infocalls
A bug snuck into the last update of "Unrecognized expression" when trying to open the infocalls. Fixed.

Version 4.01.33, 12/6/01

Contracts - Late Fees
Added a new menu option (File > Open > Contracts > Remove Late Fees) that will delete unpaid Late Fees before a certain date.

Dates
If you entered a date without a year you'd get 2000. Fixed to give the current year.

Info Call - Add Family Member
When you Add Family Member to an existing infocall, the intro appointment for this person will also be scheduled for the new person.

Selector - Rearranged
I did some rearranging on the selector so that I have more room to add other criteria. The Contract-related criteria (Level, Renewal Dates, Expire Dates) are now on a separate screen you get to by clicking the "Contracts" button on the Selector screen.

Selector - Intro Appointments
Added new criteria to the selector for intro appointments. You get to this screen by pressing the "Intro" button on the Selector screen. The criteria is Intro appointment range, attended an intro, did not attend an intro. So you can now print a report, send a letter, send an email, print mailing labels, for a variety of things. Some examples: Students who scheduled an intro but never took one, students who took intro classes in a date range but never enrolled, infocalls who never scheduled an intro at all, etc.

Version 4.01.30, 11/1/01

Appointment Book View
The appointment note can now be edited on this screen.

 Contracts - Make Official
When a contract was made official you'd get a warning if the new level was less than the student's existing level. Removed this warning since most schools are now using length-of-term contracts instead of belt-rank contracts.

 Contracts - Printing
If "Print 1 Student Letter Immediately" is checked (File > Open > System Setup > System > Options), a MS Word contract will be printed immediately as well.

 Letters - Infocall History
You can now create merge letters from the Infocall History report. Select Print > Letters to get the letter screen. Select 'Infocall' as the category and then 'Infocall History'. Chose the letter you want at the bottom of the screen.

             You can use this to send letters to infocalls who never attended an intro or to people who attended an intro but did not enroll.

 Point of Sale - Collecting Contract Payment
The contract payment would be marked as "Cash" even if "Check" or "Credit Card" was selected on the "Payment" screen. Fixed.

 Point of Sale - Void
Void an order now asks "Are you sure?"

 Student - Referrals
Using the Referral button from the second student screen could erase a student record under special circumstances. Fixed.

 Reports - Attendance Count By Rank
New report. Same as the Attendance Count report except that this one groups all of the students by rank. Within the rank you can order by name or from highest number of classes attended to lowest.

 Reports - Payment Book
The left side now says "(Keep this portion for your records)"

         The left side also shows the school name now.

             Resized the sections so that the 3 coupons print more evenly spaced on the page.

Version 4.01.29, 9/13/01

Appointment Book View
Added a "<" and ">" button so that you can move the date forward or backwards easily.

 Contracts
When the contract screen is opened, MasterVision would show the first contract you ever created. Probably, this is not what you want. MasterVision will now show the LAST contract that you created when the contract screen is opened.

 Contracts - "Flat" Interest Rate
MasterVision can now support a "flat" interest rate. Example: If the financed amount is $1000 and the interest rate is 10%, the finance charge will be $100. The finance amount is spread evenly over the number of payments the contract has. You can turn on "Flat" interest rates by click the "Flat Rate" checkbox on the File > Open > System Setup > Contracts > Default form.

            Note: When Flat Rate is turned off (the default), MasterVision calculates interest charges on an outstanding balance method. This is the same way the bank calculates interest on a car or home loan. It is my understanding that a "flat rate" interest calculation is illegal in many states.

Infocall Enroll
If you are directly enrolling students instead of using contracts, you can now leave the expire date blank. This is not allowed by default. To change this, you have to check the "Allow Blank Expire Date" on the File > Open > System Setup > Contract > Defaults screen.

 Intro Classes
Fixed a bug that might not save your callback if you changed things.

 Quick Update
Added an "E" button next to the student note that erases all of the note.

 Report: Class Enrollment
Added the student enrollment date and expiration date to this report.

 Report: Deposit Slip
MasterVision would only ask if you wanted to mark the payments as deposited if you printed the report. Changed it to ask even if you just preview the report.

 Report: Exam Form, Pre-Exam Form. Who's Testing
The exam reports only show Active students by default. There is now an option on the File > Open > System Setup > System > System Options form to include Inactive students as well.

 Student Screen 2
Added an "E" button next to the note that erases all of the note. You don't have to do Edit/Save for this to work.

Version 4.01.28, 7/28/01

Attendance
Removing someone from attendance could, in some situations, delete the student record by mistake.

Infocalls
Added a field for email address.

 Contract
If you try to pay-off 1 contract when creating a new contract, and the original contract has a payment made before the second contract becomes official, MasterVision gives you a warning message but still creates the contract which is incorrect. MasterVision will now correctly stop the "Make Official" process so you can adjust the contract amounts.

 Contract
When making a contract official and if you allow changes to the contract date, you'll get a warning if the contract date is different than today. You can now turn off this warning message in File > Open > System Setup > Contracts > Defaults. Uncheck the "Warn If Date Other Than Today". It is checked (you get warnings) by default.

 Selector
Delinquent days only went to 99. It can now go to 999.
Lessons To Rank maxed out at 999. It can now go to 9999.

Version 4.01.26, 7/3/01

Attendance

            If you try to take attendance for a person and a second user on a different computer is editing that student, you'd get an error. Fixed.

 Dunning:Single

            By default, MasterVision asks you to select the responsible party you want to create the dunning letter for. You can change MasterVision to show you the student names instead. Select File > Open > System Setup > Contracts > Defaults and check the "Show Student Name for Dunning:Single Report".

 Exams - Change Exam Date

            A new option has been added to the menu. It is File > Open > Exams > Change Exam Date. This routine will allow you to change the Next Exam Date to a new date for all students who have a Next Exam Date within the date range you enter.

 Merge Letters

Version 4.01.24, 3/26/01

Point of Sale
            Added a new "Wholesale" checkbox to the POS screen. When checked and an inventory item is entered, the price for the item will be the "Our Cost" price from the inventory and no sales tax will be charged.

            This option can be turned OFF by default - you won't be able to check the Wholesale box. To turn this feature on, you have to go into File > Open > System Setup > POS > Defaults and check the "Allow POS Wholesale" box.

Student Information Label
            Added the rank to this label.

Version 4.01.23, 1/26/01

Bar-Code Labels
            Some newer printers were having trouble printing the student PIN number on the bar-code labels for the last row of labels. I made the PIN number a little smaller in hopes that it will fit.

Contracts
            If a contract is being created in Word, the merge file has a field in it called "BILLCO". If the contract is a billing company contract, this will be the name of the billing company as set in File > Open > System Setup > Contracts > Defaults. If the contract is an in-house contract, the BILLCO field will now have the legal name of the school (File > Open > System Setup > System > School Info) instead of the billing company name.

Infocall Form
            Added an ABC Status box that can be any 1 uppercase letter you want.

            Example use: A school was entering infocalls for cardio karate people and for children interested in martial arts lessons. The could enter a "C" for cardio people and a "L" for people interested in lessons. They could then use the selector to find just the people interested in cardio or just the people interested in lessons.

Student Form
            The ABC status box was changed from requiring A, B, or C to allowing you to enter any 1 uppercase letter.