TO3000, Version 9.0
Thread poster: Claudia Alvis
The beta version of TO3000 9.0 is ready for download. I've been using it for a few days (with the demo database), and besides the looks of it (which I like), I don't see any major change. Besides, with the demo database, it's hard to fully try the new features. Maybe we can talk about them here.
Build 9001 (Official Release):
- Custom fields in Jobs and Quotes for even more database customization. See Custom Fields topic for details.
- Mass action: quick generation of multiple Invoices and Payments. See Mass Action topic for details.
- Improved file manager: now with a few clicks all relevant folders (for example, all project folders of a given client) can be opened in the second field of Files tab. See Folder Navigation in TO3000, Version 9.0 topic for details.
- File management options in Edit Client job window.
- Built-in FTP client available directly on Files tab for quick access to Clients FTP folders. See FTP folders access topic for details.
- AnyCount 6.0: TO3000, Version 9.0 now features built-in bestselling AnyCount 6.0 text count engine. Numbers in AnyCount notes are now aligned into distinct columns. See AnyCount in TO3000, Version 9.0 topic for details.
- New version of reporting engine: - TO3000, Version 9.0 now features built-in latest FastReport 4.2 report compiling engine. See Example: creating a report topic for details.
- Wizards function introduced: New Client, Contact, Job, Service, Quote, Invoice can now be created from anywhere in TO3000, Version 9.0.
- Invoicing policy settings can be configured in the client's profile, providing the ability to track if a client job is ready for invoicing. See Invoicing policy of client topic for details.
- Last accessed folder on the Files tab is now remembered.
- All unfinished jobs can be automatically closed when closing the project.
- Phantom payment notes can now be added.
- Info notes can be now broken down by types.
- Apply button in all "edit" windows allows to immediately enter changes to the database without closing and re-opening the window.
- Job status filters available in schedules.
- CATCount can now process Logoport logs in addition to Trados logs. See CATCount in TO3000, Version 9.0 topic for details.
- Additional Project and Client Job statuses - "On Hold" and "Planned".
- Easy Project deletion, enabling all client jobs to be quickly deleted along with the project.
- Contact Photos picture size has been increased to 110x120 pixels. See Creating contacts topic for details.
- Localization support - TO3000, Version 9.0 can now be localized into your language.
Has anybody else tried it?
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| One invoice for all jobs || Jul 1, 2008 |
I might be wrong, but I think there's a option to create one invoice per client for all jobs.
Edit: Thank you for your comments.
[Edited at 2008-07-01 14:29]
| | Neil Allen
Local time: 03:12
French to English
| Project/Job structure || Jul 2, 2008 |
I am interested to know of any solutions that people may have come up with to work around the Project/Job structure that was introduced in version 8 and continues in version 9. While I understand that this introduces greater flexibility, it also introduces an extra layer of complexity, and for those who don't need it, it requires the creation of a project/job pair where a single entity would logically be sufficient.
It seems that there are two main solutions:
1) Create a project/job pair every time, thus requiring a duplication of effort when opening/closing projects.
2) Create a single project for each client and add jobs to it as they come in.
While (2) successfully eliminates the project layer, it also means that all jobs go into the root project directory, which might make things hard to find after a while. It also goes against the design logic of TO3000 and means that an ever-growing number of open-ended projects will come into existence.
A compromise solution would be to create a new project for each client for the current month, and add all jobs for the current month to the project. This keeps all the jobs under the folder for that client/month, making them easy to find in future. It avoids "open-ended" projects. It also means that the "mass invoicing" feature of version 9 works correctly, producing invoices for all jobs done in the past month, producing just one invoice per client/project. And if you ever do need the flexibility of creating a project/job pair, you can still do it.
I am interested in any comments/suggestions about any other ways of organising the project/job structure that people may use under TO3000, so if you have any suggestions about THE definitive way to do this, please post them here!
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Thank you very much for all your feedback Neil. It's certainly very helpful.
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TO3000, Version 9.0
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