| Riata CRM 05/11/07 Patch for 9.23 | ||||
| PR# | Date Reported | Description of Report | Files Modified | Date Changed |
| 1029 | 5/7/2007 | Problem with Activities if you select more than 25 users --- All user selections for security / reports are affected | getactivities.prg, activityreport1.prg, activityreport2.prg, noterep1.prg, noterep1.scx/sct, NSRCH.PRG, printnotesum.prg, calrep1.scx/sct, calrep2.scx/sct, calrep3.scx/sct, calrep4.scx/sct, opplist.scx/sct, opprep.scx/sct, LOADSEARCH.PRG, CORPSRCH.PRG | 5/9/2007 |
| 1030 | 5/7/2007 | if you have two category types set up and then go to maintain ticket types, if you add to one catgory, it looks like it gets added to both types. I have the same list of Types for each category but I hadn't even added to the other category yet | chgstats.scx/sct | 5/9/2007 |
| 1031 | 5/8/2007 | Login as user who does not have security to enter sales order beyond credit limit. Then find a company who has a huge credit limit, no balance and nothing on order. Once on that customer go to the sales tab and click new order and user gets msg customer is over their credit limit and doesn't have sufficient privilege to continue. If the user just loads the o/e screen and then clicks new, they can enter the order just fine. It's just the new order/newbid buttons on the sales tab that aren't working | sbtorders.prg | 5/9/2007 |
| 1032 | 5/7/2007 | Expand Notes Summary report to handle more than 20 users | printnotesum.prg, notesumrep1.frx/frt, notesumrep2.frx/frt | 5/9/2007 |
| 1033 | 5/7/2007 | Error when printing calendar reports and no users selected | calrep1.scx/sct, calrep2.scx/sct, calrep3.scx/sct, calrep4.scx/sct | 5/9/2007 |
| 1034 | 5/7/2007 | Screen search does not sort properly if you include additional contacts in search | powersearch.scx/sct | 5/9/2007 |
| 1035 | 5/7/2007 | 4 and 6 keys on number pad move record in the sales inquiry. | contactmain.scx/sct | 5/9/2007 |
| 1036 | 5/7/2007 | Assign old style ticket types to first category. | changestats.scx/sct | 5/9/2007 |
| 1037 | 1/0/1900 | After assigning a task to someone, can only view their scheduled activities. Have to exit and re-enter Riata to view “my” scheduled tasks/calls. | contactmain.scx/sct | 5/10/2007 |
| 1038 | 5/8/2007 | Status Flag (star) icon is not correct on to menu - it is still the american flag. | contactmain.scx/sct | 5/10/2007 |
| 1039 | 5/10/2007 | New Note - Save - Edit before leaving note screen, made a dupliate of note when saving. | notetaskentry.scx/sct | 5/10/2007 |
| 1040 | 5/10/2007 | Create ticket for add'l contact other than the 1st add'l contact in list, it creates the ticket for the 1st add'l contact in list. | ticketentry.scx/sct | 5/10/2007 |
| 1041 | 5/10/2007 | Click on Ticket Button - if ticket found for current contact go to that ticket, otherwise go to last ticket | contactproc.prg | 5/10/2007 |
| 1042 | 5/10/2007 | User pick list security changed so that if Manager type user and settings not selected to only create notes/tickets/activities/reports for "self" that they not only see managed users but ALL users. Only limited to Self + Managed Users if Manager and options for "Self" are also checked | contact.vcx/vct, notetaskentry.scx/sct, contactmain.scx/sct | 5/10/2007 |
| 1043 | 5/10/2007 | Problem with Note Summary Report flowing to 2nd page | printnotesum.prg, notesumrep1.frx/frt, notesumrep2.frx/frt | 5/10/2007 |
| 1044 | 5/10/2007 | Notes Activity report data selection problem for current date | noterep1.prg | 5/10/2007 |
| 1045 | 5/10/2007 | Change mouse to be in edit mode on edit note | notetaskentry.scx/sct | 5/10/2007 |