Whats New In Tracker 2

See whats new in Tracker Client 2

Tracker 2.01 Changes

DATA FIELDS

• Added new fields "Assigned to - name only" and "Assigned to - email only". This will allow you to display the value in the "Assigned to" field using name only, name+email, or email only. These fields are available in reports and filters, but not available for display in the forms.
• Added new fields "Escalate low - name only" and "Escalate low - email only". This will allow you to display the value in the "Escalate low" field using name only, name+email, or email only. These fields are available in reports and filters, but not available for display in the forms. Also true for "Escalation medium" and "Escalation high" fields.
• Fixed typo in the "Scheduled task - last run time" field.
• Removed smart grid fields (e.g., Escalation history) from lists (e.g., Sort) where the data would not be displayed correctly.

EXAMPLE FILE

• Removed sample test filters.

FILTERS

• Clicking on the filter drop down list with multiple filters now display properly.
• Filters with very long names no longer extend past the edge of the screen.

REPORTS

• In the statistical report, the fields "Items past due by 1-30, 31-60 and more than 60" were removed as available fields in "Options" and "Category". They are not valid fields to use for the statistical report.

REQUESTS

• If a person is not assigned any tracked items and has no requests assigned to them (even if they were assigned and then deleted), you can delete the contact from the address book.
• When resending a request, the values in the wizard were use the values from the original request, not the last sent request.
• The "Request Assigned To" dialog displays the complete subset of contact names for the selected requests.
• The "Request Assigned To" choice is available in the "Activity" menu.
• The "Request Assigned To" choice is available via right if you select one or multiple requests (no tracked items).

RESPONDER MODE / COPY PROTECTION

• All required keys to run Tracker using Responder mode has been removed.

SAVING

• Unchecking the auto save disables the minutes option.
• Added the option to not automatically backup when closing a file.

Tracker 2.00 Changes

ADDRESS BOOK

• Merge duplicate contacts.
• Analyze contacts to find possible duplicate names.

ARCHIVE

• Archive action items.

ATTACHMENTS

• Process attachments received from Tracker Client and Responder mode.

CLOSING/REOPENING TRACKED ITEMS

• Histroy of data associated each time a tracked item is open / closed is saved in escalation grid in the tracked item form.

COMMON TASKS

• Access commonly used items through Common Tasks.

COPY

• Copy data from the list window into Excel.

EMAIL

• Include attachments when sending requests from Tracker.

ESCALATION

• Escalate action items with the use of scheduled emails.
• Escalate emails to three different levels.
• Histroy of data associated with each escalation is saved in escalation grid in the tracked item form.

FILE STATISTICS

• Display file statistics for all data or filtered data.

FILTERS

• Create dynamic filters.

GROUP UPDATE

• Update fields for multiple action items immediately.

LINKS

• Create links to files associated at the file, tracked item, request and response level.
• Lins are displayed, edited, and run in each form.

LIST WINDOW

• Edit directly in list window.

PROGRAM

• Fixed known bugs in V1.14

REMINDERS

• Create three different types of reminders.

REPORTS

• Generate reports across multiple files.

REQUESTS

• Unassign / Reassingn requests from people.
• Histroy of data associated with each request email is saved in escalation grid in the request form.

RESPONDER MODE

• Entering responses directly via Responder mode.

SCHEDULER

• Automatically add new action items to scheduled tasks.
• For each action item, see the scheduled task where they are included.
• Schedule reports.
• Schedule archiving of items.
• Schedule tasks that the tracked item is part of is noted in the tracked item form.

TRACKER STARTUP

• Access commonly used items through Tracker Startup\

USERS AND PASSWORDS

• Rules based logins.
• Place holder requests.

VIEWS

• Create custom forms for each view.

WIZARDS

• Improved design of wizard dialogs.
  

Tracker 1.14 Changes

REQUESTS

• When using the Request wizard, if there were no fields checked in the Fields to Update dialog, the Request still included data that tried to create the Requested Updates tab in Tracker Client. This caused the data to become corrupted in Tracker Client.

SPELLING

• Tracker now includes a Spanish dictionary. After selecting the Spanish dictionary, you must restart Tracker for the change to take affect.

Tracker 1.13 Changes

TRACKER CLIENT DIALOG

• The DLL file (TClientDlgs.dll) that is used to help create the Tracker Client dialog, limited the Response field in the Request/Response tab in Tracker Client to 512 characters. This limit has been increased to 32K. Current Requests will still have the 512 character limit. Future Requests sent from Tracker 1.13 will not have the 512 character limit.

REQUESTS

• When sending Requests, if the Request and Response history option was checked, the history may not have been sent with the Request.
• If sending a Request fails, there is now a message noting the message has not been sent.

Tracker 1.12 Changes

ADDRESS BOOK

• When completing a lookup for a contact or importing names, Tracker no longer uses the MAPI setting within the Email configuration. The Address Book now includes a separate MAPI Profile setting for completing name Lookups and importing names.

COPY FROM OTHER PROJECT

• Source types are now copied before Tracked Items.
  
• When copying forms or Tracked Items, Tracker was not automatically copying the required Source Types.

DATA FIELDS

• When deleting a user defined field from a Tracker file, the fields were not deleted from any filters and sorts that contained the deleted field.
  
• When deleting a user defined field, the field was not removed from the List Window, Tree (via Item Naming), the current form, and dialogs in which you could add/remove columns.

EMAIL WINDOW

• The Help buttons were not processing the Help program in the Email Setup and Submit Bug Report dialogs.
  
• The Contents and Search menus off the Help menu were disabled.

EXPORTING

• Filters were not being used (if checked) when exporting data.
  
• If you applied a filter so no data was exported (only the column headers were exported), Tracker did not provide a message indicating no data was exported.

FILTERS

• With text and the S/L/R columns, you can now select multiple items in the Edit filter dialog. Tracker will automatically add commas separating items and add quotation marks around the text if the item includes commas as part of the text.
  
• Filtering on the Import file name field was not working properly.
  
• Edit filter dialog, Multiple Choice fields, the quick entry list button was not displaying the data for the field.
  
• Multiple Choice fields were not appearing as available fields for filtering within the Source, Request and Response forms.
  
• In the Choose Filter Field dialog, fields at the Request and Response level were not being updated to reflect a bullet in front of the field name indicating the field is in use in the file.

FORM

• When deleting a user defined field, the field was not removed from the Form until selecting another Tracked item.
  
• Entering incorrect data into the date or cost fields was focusing the incorrect dialog.

IMPORTING

• When adding a field to a filter while importing from PHAWorks, the field name was not displayed.

PROGRAM

• When saving, checks were added to verify the saving process was completed successfully.
  
• When opening a second Tracker file while Tracker is minimized (with a file open), the first project file window was resized randomly.
  
• If using Windows XP with Office 2000, Tracker may have become unresponsive if completing a Lookup after initially running Tracker for the first time.

REPORTS

• When reports were copied from one project to another, Tracker may become unresponsive when running reports.

REQUESTS

• In the Request wizard, Request Details dialog, text is no longer required in the Request field.
  
• When Reminder emails were sent, the Request was always included as an attachment.

RESPONSES

• Temporary Response files were not being deleted upon saving Tracker files.
  
• When a Request and Response were deleted from Tracker, but the Response was still available for download for the deleted Request, Tracker displayed the incorrect messaged in the View Unprocessed (Bad) Responses dialog.

REVIEWING RESPONSES

When reviewing a Response, the confirmation email was not being sent properly to people with Exchange email addresses.

SCHEDULER

• The Pop-Up scheduled task ran multiple times if the pop-up was not closed.
  
• The Reminder dialog has been added at the end of the scheduled Request wizard.

UPDATING PHAWORKS

• When updating PHAWorks, you can now browse to locate the PHAWorks file if Tracker cannot locate the file.

Tracker 1.11 Changes

ADDRESS BOOK

• When editing an individuals name in place (not clicking the Edit button), Tracker may become unresponsive.
  
• When completing a Lookup for a contact, if the Display Name provided from MAPI was empty, Tracker did not properly handle empty values for the display name.

DATA FIELDS

• In the listing of fields, the fields in use were not listed at the top of the list first alphabetized followed by then the remaining fields not in use alphabetized.
  
• When displaying only the Request or Responses fields after first selecting to show the data fields for All, then Tracked Item and then Source, Tracker may become unresponsive.
  
• After deleting a field and then immediately adding a new field, Tracker may become unresponsive.
  
• The Data Fields dialog now reflects the Level (e.g., Tracker Item, Source) the selected field is located.
  
• When adding a new field, the new field was always added to the current list even if the list displayed only the fields contained in another level.

EMAIL WIZARD

• Entering uppercase letters were not allowed in the From Address in the Email User Identification dialog.

FILTERS

• Changing the data field name was not reflected correctly in filters that used that data field. The filter reflected the old name.

FIND

• The ability to find values in the Assigned to field has been added.

IMPORT

• Custom columns from PHAWorks were not being imported correctly.
  
• When importing text files with little or no data, Tracker did not prompt indicating the file could not be imported.
  
• When importing data from a PHAWorks file, the Source Reference Number was not always imported into the Source form.
  
• When importing from a CSV/TXT file, only the Source level fields for the currently selected Source Type will be available for mapping.
  
• The Text Field Mapping dialog now reflects the Level (e.g., Tracker Item, Source) the selected field is located for the Use selected data field drop down list.
  
• When adding a field during the wizard but not mapping to that field, the field was not being added to the file.
  
• Data was not being imported into the Source fields when adding new fields during the import.
  
• On the Text Field Mapping dialog, the "Create new data field:" label has been renamed to "Create new data field at tracked item level:"
  
• When adding fields at different levels (e.g., Source, Request), they were being added at the correct level, but were labeled incorrectly.
  
• In the Text Field Mapping dialog, the column heading was not being updated when a field was not available for mapping.

PROGRAM

• Boolean (checkbox) fields were not being set as active when created in files.
  
• When saving a file, items outside of Tracker’s control may happen. For example, the network may be disconnected. To help in these situations, Tracker now includes the following items:
  • When possible, a Retry button has been added to warning messages noting save errors.
  • The warning messages noting save errors now provide information concerning what happened (if possible - information Tracker received from Windows) and providing guidance on possible options.
  • Tracker now saves to a temporary file first, and when that succeeds, Tracker copies the temporary file over the original file. This will eliminate the main file being saved in a format that is not valid.
  • Removed multiple file handles eliminating possible conflicts with other programs.
• In the following dialogs/fields, each entry added into the multi-line edit field is saved in a list eliminating the need to retype similar entries into the field.
  • Automatic Request Reminder dialog, both Message fields
  • Closing wizard, Resolution Details dialog, Resolution field
  • Email Request wizard, Request Details dialog, Request text field
  • Email Request wizard, Request Email Options dialog, Additional text included before and after the optional email data fields
  • Email Request wizard, Request Reminder Options dialog, both Message fields
  • Reopening wizard, Reopen Track item dialog, Reason for reopening field
  • Scheduler, Send Email Message (not saved as a request), Scheduled email Options, Email message body text field
  • Scheduler, Pop Up Reminder, Pop Up Reminder text field
• In the following dialogs/fields, some of the text fields have been changed to history drop down list fields. With these fields, you can select current entries instead of re-entering the data for each field.
  • Reports, Layout, Global Footer and Specific Footer fields
  • Reports, Layout, Prefix and Suffix fields
  • Numbering, Prefix and Suffix String fields
  • Email Request Wizard, Request Reminder Options, both Subject fields
  • Automatic Reminder Options, both Subject fields

REPORTS

• In the Cover Page tab, the Print file statistics information was not correctly printing the data when checked / un-checked.
• The Form report was not generated correctly when Request history straddles between the next to last page and the last page.
  
• The Statistical report was not supporting Boolean fields correctly.
  
• New Source types were not appearing in the Form Report (Form tab) as an available form to include in the report.
  
• In the Form report (Forms tab), if you do not select the first field of a form to be included in the report, the line separator does not appear for that form.
  
• In the Form report (Forms tab), the Source drop down list was missing the Form label.
  
• In the Form report (Forms tab), the Source drop down list was not remembering the last selection.

REQUESTS

• When sending a Request, Optional Email Reference Data dialog, you can now select all fields from the Tracked item form to be included in the body of the email.
  
• Reminder emails after the Response Due date were not being sent out.

RESPONSES

• When adding a manual response, the Responder Name and Responder Email in the Response form were not being tied to the names in the Address book. This allowed Reminders to be sent even when a Response was received for individuals that were sent the Request.
  
• When you enter a manual Response, the individuals you sent the Request to will be available in the Responder pick from list. Selecting one of these individuals from the Responder field will also populate the Responders Email address and stop the reminder emails being sent.
  
• Speed required to process Responses with missing Tracker files has been improved.

REVIEWING RESPONSES

• When reviewing a Response, the field data was not being validated.

SCHEDULER

• When using relative dates, only the data fields that are present for the selected Tracked Items are displayed as an option. This prevents creating a scheduled task based on relative dates in which a field has no value. Text has been added on the dialogs noting the use of relative dates.
  
• If the next run time is before the current time, the next run time will now be displayed as the current time instead of <done>.
  
• When editing a task, you were able to change the type of task and Tracked items were not selected when editing the task.
  
• Scheduling tasks using relative and absolute dates were noting last results as <done> when the task had not been run, not remembering absolute dates, and running task more than they should be run.
  
• Scheduled tasks no longer run in the background while the Scheduler dialog is open. The dialog must be closed for background tasks to run.
  
• The last run time was always reflecting the time the Request was created in the wizard.
  
• You were able to edit Scheduled tasks for a Tracker file that did not exist.
  
• When editing a scheduled task, the selected task did not remain highlighted indicating which task was being edited.

SOURCE TYPES

• The PHAWorks source reference number field has been added as a default field for all the PHAWorks source types. This field will be a locked field in the Source form similar to other Source fields.
  
• Adding / Deleting a Source did not set the Tracker file as being changed.
  
• When deleting a Source Type, the form associated with the Source Type was not deleted.

TOOLBAR

• On the Views toolbar, the listing of views drop down list was limited to only five items being displayed.

UPDATING PHAWORKS

• Blank field updates were not being processed correctly when updating PHAWorks projects.
  
• Not all PHAWorks columns were available for updates.
  
• Updating more two or more PHAWorks projects at once that included adding multiple columns was not working properly.
  
• Default mapping for the Tracked Item text field was incorrect.
  
• In the PHAWorks Columns dialog you were not able to select / deselect all columns using the Windows marking commands (e.g., SHIFT, CTRL+A).
  
• Default columns for updating PHAWorks projects were incorrect.
  
• The Comment’s child columns (Comment Start Date, Comment End Date, and Comment Status) were appearing as available updates from Tracker. If you now update the Comment column and there are entries in the child columns, only the text from the Comment’s column will be removed, leaving the entries in the child columns. If you now update the Comment column and there are no entries in the child columns, the entry in the Comment’s column will be removed.
  
• The R after Recom., Comment Start Date, Comment End Date, and Comment Status were being listed as columns that could update the PHAWorks file.
  
• If the Tracker file had no PHAWorks projects imported, the Update PHAWorks dialog do not reflect the correct state indicating no PHAWorks projects were imported and could not continue.

Tracker 1.10 Changes

ADDRESS BOOK

• When importing names into the Address Book, the MAPI profile from which the names are imported from is based on the MAPI profile selection within email. This profile selection was being ignored and always had used the default MAPI profile.
  
• The names in the Address Book were not correctly tied to the list when entering a user with Responder mode access.
  
• When importing names into the Address Book, the email included the full name and the email address in the name field for the person.
  
• When importing names from an Exchange address book, the email addresses were imported incorrectly.
  
• Checks are included to note about possibly entering duplicate names when entering names manually, importing, or pasting new contacts.
  
• When completing a Lookup, the name in the Tracker Address Book is replaced with the name from the MAPI address book.
  
• You can no longer delete a name from the address book when the name is used in an open file.
  
• Names that were no longer used in a file were not completely deleted from the file and appeared as possible duplicates.
  
• When editing a contact from a Tracked Item that is assigned, all assignments are deselected.
  
• Changing a contact in the Address Book (that is also in an open Tracker file) did not result in the file being changed.
  
• Identical contacts seen to the user had different internal data and Tracker noted them as being different contacts.
  
• When creating a new empty Address Book, the Address Book was always created with the previous contacts.
  
• When creating a new Address Book with a file open, the message dialog indicates the contacts will be copied since a file is open.
  
• The Address Book was not reconciling the project and Address Book when a project was opened with an individual that included attributes while the Address Book had no attributes for the same individual.

AUTOMATIC BACKUP

• The auto-backup file was not being updated after a save when the file had not changed.

BAD RESPONSES

• In the View Unprocessed (Bad) Responses dialog, the Tracked Item and Request fields were added to provide more information about the Responses that tried to be processed.
  
• In the View Unprocessed (Bad) Responses dialog, the Sent column has been renamed to Response Sent.

COPY FROM OTHER PROJECT

• The default user name from the file being copied from was being entered as the current user name in the target file.

DIALOGS (OPTIONS)

• When sending email Requests via MAPI, the option to show a confirmation dialog that the emails was sent has been removed. The confirmation dialog was being hidden under some circumstances based on your configuration. The option to show a confirmation dialog when sending Requests via SMTP is still available.

EMAIL

• It is now possible to send emails using the Microsoft Exchange format.
• When trying to send an email using a Microsoft Exchange address via SMTP, a warning is now displayed.
  
• If using MAPI, the MAPI profile selected in the Email Setup was ignored and always used the default profile.
  
• If using MAPI to send Requests, Tracker will automatically close the Microsoft Outlook security dialog. In previous versions, you had to wait five seconds before you could confirm sending a Request.
  
• If using MAPI to receive, you no longer need to allow access for XX minutes when Tracker checks for new emails. Tracker will automatically close the Microsoft Outlook security dialog allowing access for 10 minutes for Tracker to download emails. Each time this dialog appears, Tracker will automatically allow access for 10 minutes.
  
• When resending a Request, all of the Tracked Item level data was appearing as a Requested Update in Tracker Client.
  
• You could not exit the Email Configuration Wizard if you select None for the Send email configuration and Receive email configuration
  
• If using MAPI to receive, not all emails were being downloaded from the Outlook Inbox.
  
• When sending requests to more than two people using the Send to Assigned to option, the preview was still enabled.
  
• In the Email Window, it was not possible to save an email message to a file.
  
• When sending a Request via Add Request without Sending and Save request to file, the option to Send each request to 'Assigned to' is now available on the Request Recipients dialog.

FIELDS

• New Data Fields that were added programmatically were not appearing in old projects.
  
• Dialogs may use text from other fields. For example, you can close a Tracked Item using Response text. If the Response text had hard returns (entered via CTRL+ENTER or SHIFT+ENTER) in the Response form, when this Response text was displayed in the Resolution Details dialog, the hard returns were not displayed correctly.

FILTERS

• The default filters: Items Past Due, Items dues in next 3 days, and Items Past Due 3 days were using the wrong fields.

FIND/REPLACE

• In the Find and Replace dialogs, the label on the dialog has been updated to say &endash; If a filter is applied; only the displayed Tracked Items are searched.
  
• When completing a Find, you can now find for blank fields or any non-blank value.
  
• The Replace All option was not replacing the current value if the data should have been changed. All later occurrences were replaced, but not the current value.

FORMS

• In Forms, when Virtual fields are blank, the forms were not getting updated properly with the correct data.
  
• It was not possible to assign a Tracked item to contacts with the same name.

HELP

• A new menu called Tutorials has been added under the Help menu.

IMPORTING

• When importing a PHAWorks project, if in the Import Filters dialog you selected <Import Filters> and tried to continue without adding a filter, no warning message was displayed nor could you continue. The warning message was not displayed until after completion of the wizard.
  
• If Tracker is importing a PHAWorks file in which the Source type in unknown, Tracker will use the data that PHAWorks provides to create a new Source type.
  
• Importing a CSV file does not add the names to the Address Book.
  
• Importing a PHAWorks file does not add the names to the Address Book.
  
• When the user imports data from PHAWorks, the import wizard does not automatically choose the correct Source type.

LIST WINDOW

• In the List Window, a checkbox field that was false (not checked), the value NO was not being displayed.

MERGE TRACKED ITEMS

• In the Merge dialog, the confirmation warning now includes text indicating this item cannot be undone.

PROGRAM

• History combo boxes were storing duplicates in the list of values.
  
• Insert symbol always replaced current text in editors where everything is selected on gaining focus.
  
• Dialog appears, flashes, and disappears. If using MAPI to receive or send, you no longer need to click on the security dialog as noted in the email section above. Tracker is automatically closing the security dialog. This is the flashing that you see.

OPENING FILES

• If a file in the recent file list was changed to read-only prior to reopening, the file could not be opened.

RENUMBER TRACKED ITEMS

• When using padding, extra spaces were added when the padding was set less than four.

REPORTS

• When totaling costs in a List Report, the message, Some items are included in multiple categories so the grand total is not the total of the category totals was always printed on the final totals page at the end of the report.
  
• In the Form report, the Request Recipient History data is now printed with each Request.
  
• In the List report, the background color was not drawing correctly for the List Text.
  
• When generating a Form report categorized by Assigned to, blank pages were inserted when the Assigned to value changed.
  
• In the Form report, the Start new page option was not being remembered.
  
• In the List report, the cost column background was not printed correctly.
  
• The Form report was not printing the Request History correctly.
  
• When adding a new field, it was not being added to current Form reports.
  
• You were unable to preview reports when the printer was set to a non-existent printer.
  
• Renaming default reports were not being saved.

REQUESTS

• During the Request wizard, the Request Recipients were not being remembered when sending a new Request.
  
• When sending a Request (Add Request without Sending) or (Send request to file), there was no choice to send request to "Assigned To" on the Request Recipients dialog.

RESPONDER MODE

• In previous versions of Tracker, users who entered Responses had to enter them via Tracker Client. In Tracker 1.10, users can enter their Responses directly into the Tracker file via Responder mode. This is a new security setting in which a user is given a login account in which they can only see Tracked Items or Requests assigned to them. Users can only add Responses for Requests similar to what they would have done using Tracker Client. No other functions are available with this mode.

REVIEWING RESPONSES

• When you send a Response back to Tracker, once the Response is reviewed, there is now the option to &endash; Send confirmation email. The email is not part of the Tracker / Tracker Client sending Requests and Responses function. The email sent from Tracker is in a format the user would read without the use of Tracker Client. If selected, the email would be sent back to the individual that provided a Response either through Tracker Client or Responder mode. You can also add additional recipients to the confirmation email.
• The body of the email would reflect the following information:
  • Text indicating the Response has been received and reviewed
  • Tracked Item text
  • Request text, type, date and time sent
  • Response text, from, date and time sent
  • Field suggestions the user of Tracker accepted or rejected that was provided by Tracker Client or Responder
• In previous versions, when a Response was reviewed, the data accepted or rejected was only known to the Tracker user. Unless the user of Tracker informed the Tracker Client user, the Tracker Client user was unaware of what data was accepted or rejected.
• Sending a Review Response email via MAPI did not work properly.
  
• In the Review Response and Update Tracked Item dialog, a third column has been added that indicates the current value of the update fields in the Tracker file. This column has been added so the Tracker user knows the current values for the fields being asked to update prior to accepting / rejecting field updates.
  
• In the Review Response and Update Tracked Item dialog, the added third column was hidden.
  
• The Review Response email format has been updated to include additional data.
  
• In the Responses Review email, the Checkbox value is not being shown.
  
• If a Request was sent that included a Checkbox field, when the Response is received, the checkbox field was noted as a proposed change to No.
  
• If email was not configured, no warning message was provided when trying to send a Review Response email.
  
• If you decided not to send a Review Response email, it still noted an email was sent.
  
• Hard returns were not correctly displayed in the Response of the Review Response and Update Tracked Item dialog.
  
• When accepting a checkbox values from NO to YES, there was no prompt about updating the data even if this option was turned on.

SPELL CHECK

• When spell checking in the Activity Window, if All items in this window was selected, Tracker spell checked all Tracked Items even those that do not pass the filter.

UNDO/REDO

• The filtering was not updated in the Undo/Redo Activity Window.

VIEWS

• In Views, the Default View is the view to be used when creating a new List Window or Activity Window. This setting was not being changed when saved.

WINDOWS

• When the file is reopened after being closed via a window, Tracker will open the same window. Previously, Tracker always defaulted to the Activity Window.

Tracker 1.04 Changes

KEY

• It was possible under certain circumstances, the key would not be found during a key check even though the key was installed and working properly.

Tracker 1.03 Changes

IMPORTING (PHAWORKS PROJECTS)

• Importing from PHAWorks projects now works correctly when not importing user fields.
  
• Tracker warns you if you do not map the By column from PHAWorks projects into the Assigned to field in Tracker files.

Tracker 1.02 Changes

ABOUT DIALOG

• Displays the full version number in the About Tracker dialog box.

ACTIVITY WINDOW (TREE)

• If you have multiple Tracked Items highlighted and select Expand Current or Collapse Current, all selected items are now expanded / collapsed.

ACTIVITY WINDOW (FORM)

• If you right click within a field in the form, you now have access to the Insert Symbol function.

BOOKMARKS

• In the List Window, if a bookmark is selected that does not match the current view, that Tracked Item is now displayed with an asterisk in the current view.

DATA FIELDS

• The option Field is required to close items was not being set correctly when selected to be used for a data field. Note that the Tracked item is closed field is a special field that is updated via another function in the software and this option is not available for this field.

EMAIL

• The From Address field now allows use of uppercase letters.

FILE INFORMATION

• The Number of items that are past due now reflect the correct total of items past due.
  
• The First response due date and Most recent response due date are now updated accordingly with responses received manually and via file.

FIND / REPLACE

• In the Activity Window, - both the Find and Replace fields now have access to the Insert Symbol and Verify Spelling functions.
  
• In the List Window, - the Find field now has access to the Insert Symbol and Verify Spelling functions.

HELP

• The Help button was added to the following dialogs:
  • Close Requests dialog (option to cancel, only reviewed, continue).
  • Abort or Ignore dialog when there is possibly a bad import file.
  • Dialogs noting invalid Date, Multiple Choice and Fixed Decimal dialogs.
  • Scheduler Is Missing Tracker File dialog.

IMPORTING (CSV / TXT FILES)

• The Abort button on the Abort or Ignore dialog did not work properly when there is possibly a bad import file.
  
• Importing into a multiple choice field did not import the data correctly.
  
• In the Text Field Mapping dialog, the Create new data field section, the column label field was removed. The value of the Field name entered will be used for the column and form label.
  
• If importing an exported comma delimited file from PHAWorks, Tracker now supports importing notes (e.g., Parameter Notes, Node Notes, and System Notes).
  
• You can now import into multiple choice fields.
  
• To protect your data, the CSV/TXT import will not work if there is bad data. You can either ignore the column with the bad data or need to fix the date prior to importing. Tracker will inform you of the errors.
  
• The Text Field Mapping dialog now indicates the type of data field for the Use selected data field:

IMPORTING (PHAWORKS PROJECTS)

• The option to Import Quick Entry List Definitions from the Import Options dialog was removed. Quick Entry lists from PHAWorks are not used in Tracker.
  
• Importing from a CSV/TXT file no longer affects the PHAWorks import column mapping settings

PROGRAM

• Read-only editors with picture backgrounds did not display correctly when scrolling using the keyboard.

REPORTS

• The Statistical report did not work correctly with number (fixed decimal) fields (e.g., Tracker Item Cost field).
  
• The up and down arrow keys in the Edit Report Group and New Report Group were not enabled when multiple reports are selected.
  
• In the List report, Columns page, there are now up and down arrow keys to reorder the columns in the report. You can still drag and drop the fields to change the order.
  
• Generating an HTML Form did not work correctly.
  
• Graphs were not created correctly for the HTML output of categorized reports.
  
• In a Statistical report, the percentages were not formatted correctly.
  
• At the end of the HTML output for a List report, the totals page was incorrectly generated for each report.
  
• In the List report, Columns page, there is now a prompt when dragging columns (if this preference is turned on).
  
• In the Forms report, Forms page, the Multiple Choice field (e.g. PHA Review) no longer has the combo box / radio button option. This option was not applicable for printing the report.
  
• When selecting multiple reports to print, there is now a confirmation dialog.
  
• When copying reports, the confirmation dialog is now optional and can be changed in Utilities / Options &endash; Dialogs page.
  
• In the Cost Analysis report, Options page, at least one option &endash; Print text report and/or Print pie chart (uses only the top level group) is required to generate the report. In Page Setup, the default font for Normal text is now Arial, Regular, 9 point.
  
• In Page Setup the combo box &rsquor;reflecting the different group names (text and color settings) was removed. There is now one listing that better reflects the items you are changing in reports.
  
• With the Cost Analysis HTML report output, the text color, text background color, and font attributes did not work correctly with the subtotal and total labels.
  
• In the Pie Chart, if there are values very small compared to the rest of the values, the labels were likely to overlap the other values.
  
• The Notes and Company fields on the cover page were not spaced correctly in reports.
  
• In the Forms report, changing the Header Labels changed the background color to be printed in the data section of the Form report.
  
• Changing the text color of the Pie Chart Label did not update the color of the label.
  
• In the Statistical report, the blank values were not correctly supported.

VIEWS

• When copying views, the confirmation dialog is now optional and can be changed in Utilities / Options &endash; Dialogs page.

Tracker 1.01 Changes

KEY

• When verifying the floppy key diskette, Tracker was locked and unusable during the floppy key check.
  
• The Retry button on the Concurrent Network User dialog was not checking the concurrent use correctly.