Master Link V5.0.4
Added cost price to the price enquiry window if user is allowed to view cost prices
Found that if the ODBC drivers are not in place and user selects "Stock History" then hangs.
Menu option should not be available in such a case, therefore hides if no ODBC loaded
Transaction Drill down now shows Auto Transactions at top of list
Transaction Link are now read via DLL toolkit for extra speed

MLCOM (Master Link Hook)

V.2.2.4
Every 30 seconds checks if Enterprise is open, if not closes the hook
Logs opens/Closes
V.2.2.3
Options are available if user has access to "utilities" menu, before if "System setting"
Automatically configures custom buttons

1/11/2002 V5.0.1 (July Showcase CD-ROM)

Master Link V5.0.3

Transaction Link - now read via DLL toolkit for extra speed
Added cost price to the price inquiry window if user is allowed to view cost prices
Found that if the ODBC drivers are not in place and user selects "Stock History" then hangs.
Menu option should not be available in such a case, therefore hides if no ODBC loaded
Transaction Drill down now shows Auto Transactions at top of list

MLIndex V5.0.3

When writes pending Order or Order History now preserves the NextAction and PrevResult fields in Goldmine

1/7/2002 V5.0.1 (July Showcase CD-ROM)

Master Link V5.0.1

TagNo added to Account record and mappings
User settings window now reads users as setup in Exchequer and copies names accross
Schedule program now copies any files placed in "Updates" directory.
Improved Validation on the field mappings when CRM->Exch or Exch->CRM selected

Can now restrict user seeing GP/Cost of stock
Can prefix account codes created
Can enfore account codes created to len=6
Account Links are no read by Exchequer DLL (Faster and does not requre ODBC)

MLIndex V5.0.1
-----------------
Version for Exchequer V5
TagNo added to Account record and mappings
MLIndexFields lists all field values update by MLIndex when fields are mapped for update
ACT integration added
Writes Outsting Orders to History in ACT/Pending in Goldmine, if field UACCOROUT exists
Updates UACCORAMT / UACCOROUT with Outstaning order amount and oldest order date

MLCOM (Master Link Plug-in)
V5.0.0
-------
Creates new fields for tracking Outstanding orders UACCORAMT / UACCOROUT
When exporting ALL customers on initial setup found that if Account had e-mail address then Goldmine record is imported with data missing FIXED
When user removes Quote from day book then converts pending forecast sale in Goldmine. Marked as LOS
ACT integration added

1/5/2002 V5.0.0 (May Showcase CD-ROM)

Version for Exchequer V5

20/3/2002 V2.2.2 (March Showcase CD-ROM)
Does not need to install for each NT user
If you turn off the Trans Menu in user access then stops Telesales taking an order
Transfer delivery address to direct account for SRI like SIN, SOR...
Now sets SET PERVASIVE_PATH=Enterprise path if need to
New Account creation format A99999, AAA999 and AA9999

MLINDEX

Lost sales marked a 0 value FIXED

Minor improvements.

"SCHED.EXE" written to schedule MLIndex for overnight update

23/8/2001 V2.1.0 (August Showcase CD-ROM)

Master Link V2.1.0
--------------------
Can see the latest date and time MLindex ran from the Initialization splash screen and About window
Can Force MLIndex to rescan from "Options >> Force MLIndex to do Full scan" menu option

On the Field mapping screen can now has extra column to set direction of updates, either CRM->Exchequer or Exchequer->CRM. This allows certain fields
to be mapped from CRM to Exchequer User fields or Area/Rep. Depending upon the direction of update MLIndex will sync changes either to Exchequer or CRM or a mixture of both.
WORKs FOR TEXT FIELDS + Credit Limit

If user logs in with Exchequer User name and password, but has not been setup in Master Link, then will copy all the user settings from user "DEFAULT USER"
Therefore reducing the burden of setting up users

If MLIndex is active can view reports from Options >> Utilities >> View MLlogs. These include reports which show if accounts do not relate to Contacts in CRM
From Options >> Utilities >> View Trigger List show the triggers which are updated. Can be printed
From Options >> Help you can now open Installation Manual and Admin Manual in Word
Holding down SHIFT while starts up resets any retained user name, thus forcing log in

Now includes an Installation Manual and Admin manual access from "Options >> Help >> View xx manual"
Can go to the Master Link Users Web page from "Options >> Help >> Master Link Users Web Page"

Improvements in speed when working with multiple companies

MLCOM (Master Link Hook)
V.2.1.0
--------

Can see the last date and time MLindex ran from the Setup window
Can Force MLIndex to rescan from Master Link menu

If MlIndex ran within the last day then does not ask user "MANAGER" or "UPDATE" to update history because MLIndex is doing the work

Warns if MLIndex not run for two days

Previous Forecast Sales info is shown when updating a Quote
Alarms can now be set on forecast sales

Can now automatically create user fields in Goldmine which saves many hours of work when installing.
Can display MLIndex Logs from Master Link menu on Customer/Supplier Trader List

If using Enterprise version 4.32.001+, when converting Quotes to Invoice or Order, completes Forecast Sale
If using Enterprise version 4.32.001+, when doing Statement run or Debt chase letters, posts note to Goldmine History

MLIndex V1.0.1
-----------------
Updates Multiple Companies
If linked to Goldmine then updates Goldmine History etc.

Partial Full
New Transactions/Jobs x
Scan Daybook Transactions for changes x
Scan any Posted Transactions for changes x
Scan for Jobs changed x
Scan for Lost Sales x
Update Account Mapping x
Account Status, Oldest Debt and Outstanding x

Note : Full scan is performed each time MLIndex starts

Checks for American data formats and warns

Updates outstanding amount to UACCOUTST and oldest debt to UACCOUTDA
Updates Account status to UACCSTAT

03/7/2001 V2.0.8 Hook V1.08 (July Showcase CD-ROM)
Master Link
View/follow links for Transaction, Account and Stock (ODBC required)
View Sales Stock History showing Last bought and price. Also allows viewing of Notes and Links (ODBC required and Sales Analysis Module)
MLCOM Hook

The use hook with multiple Exchequer companies. But the user can only open a maximum of one instance of Enterprise at one time.

User defined fields, which are updated in Goldmine for second company, will be:
UACCLACT2
UACCLSQU2
UACCLSIN2
UACCLSOR2
UACCY02
UACCY12
UACCY22
UACCY32
UACCLPIN2
UACCLPOR2
UACCWON2
UACCLOST2
UACCLACT2
Trigger fields can be set for specific company

Turnover figure now includes the present Transaction figures if entering new Transaction

Goldmine Sales Forecasting:
    Can now set default result code for converted sales forecast
    Retains the last entries in the sales forecast window
    warns if Exchequer user does not exist in Goldmine (MUST Exist)

03/6/2001 V2.0.7 Hook V1.0.7

Credit controllers, in Exchequer, can now write a note to CRM and Exchequer in one operation.

Two new utilities to easily add Master Link to Goldmine or ACT

Now logs activity and errors, if any occur. Activity log contains:
Options : Registered
Login : Accepted entered by the user
System Setup : Users :
Fast Index :
ML Master Link Initialized
T9 Telesales2 Rescheduled contact
Update Account :
Utilities : Goldmine Setup
ML Master Link Closed

This can be loaded into Excel and sorted by Err, date, User, Computer, Position, Contact ID or Exchequer ID where applicable.

If Master Link has not been install, when activated in ACT or Goldmine, Master Link will look for the setup program in:
    CurDir & \MLINK\SetupWKS.exe
    CurDirve & \MLINK\SetupWKS.exe
    ExchequerPath & \MLINK\SetupWKS.exe
    ExchequerDrive & \MLINK\SetupWKS.exe
    ExchequerDrive & \ACT\MLINK\SetupWKS.exe
    ExchequerDrive & \GOLDMINE\MLINK\SetupWKS.exe

and start the install process

08/4/2001 V2.0.6 Hook V1.0.6 (April/May Showcase)

New version to integrate Master Link Telesales Module which is early Alpha release

More work done on Multi company integration

26/3/2001 V2.0.5 Hook V1.0.5 (April Showcase)

Goldmine History can be updated as a batch export, because may be slow on older machines.

17/3/2001 V2.0.4 Hook V1.0.4 (April Showcase)

On slow networks with large Goldmine Database got 285 DDE timeout error. Fixed by using Goldmine API instead of DDE
Create Diary entry booked to user "SAM", now books to proper user name
When using with multiple Exchequer companies used the last company in list to find next account code, now uses first company
Stopped users editing User4 on account record, used for CRM ID.
Switching to new Orders in Exchequer, after auto login, sometimes did not work. Fixed
When using multiple companies did not detect second Enterprise program open, therefore logged into another Enterprise Application
Hook
Now logs in as MASTER user, this simplifies installation. Used to ask each user for Username and Password
Can now switch off Live History (Transactions posted to CRM when created) update from Exchequer. Thus speeding up Transaction entry.
Update CRM History now remembers the last date updated from so when the above switch is off allows a user to update history in CRM once a day or week etc.

12/3/2001 V2.0.3 Hook V1.0.3 (March Showcase)

Hook: More work done on the ACT Link, but still in Beta.

Master Link:

Shows SRI correctly
Shows GP% for transaction
Better Multi Company support
Increased performance when showing transaction Last Date

21/2/2001 V2.0.2 Hook V1.0.2 (March Showcase)

Hook: Speeded up the Goldmine Hook and refined certain issues when errors occurred.

Hook: Now only updates transaction, in CRM, when transaction has been edited.

Hook: Can now take Credit Card details, which are e-mail to CRM user for validation, and transaction is put on Hold.

ML: Found that when Master Link logs into Exchequer and the user count is exceeded Master Link appears to hang. Fixed.

ML: Scales main window properly when using 1600x1400 res.

02/2/2001 V2.0.2 Hook V1.0.1

Added new feature to take Telesales call, reschedule call another call and post History to Goldmine and ACT at the press of one button.

ACT Version of Hook still in Beta

User fields are now named automatically and are displayed on Master Link window.

Goldmine side of the Hook finished

27/11/2000 V2.0.2 Hook V1.0.0 (Beta)

Enhancements to support Master Link Hook. The hook works from inside Exchequer Enterprise to allow Enterprise users to view and add Goldmine data for a linked account. See features for more information.

09/11/2000 V2.0.1

Auto log into Exchequer Enterprise

Minor improvements and bug fixes.

Error when switching to

18/10/2000 V2.0.0 Released for Exchequer Deployment Seminar 2000

See Enterprise Version for more information

Faster and improved access to Exchequer Enterprise Data, using a special account index which Master Link maintains, such as:

1 Sales Analysis. This gives access to sales/purchase by GL, Stock code, Cost Center, Department ... for the last few weeks/months/year. Enabling users to quickly get a feel for the spending habits of a customer (added for Securicor)

2 View Orders

3 View Quotes

4 Better Notes

5 View all or for account Outstanding Orders

6 View all or for account Outstanding Orders Items

7 Stock enquiry window. Shows the stock price for customer and stock levels in system and locations.

8 If jobs exists then allows drill down to show:

List of Jobs for Customer

Job Analysis, including Actual and Budgets, with drill down to transaction booked to analysis code

Job Record

Job Notes

9 Main Window now shows:

Last Invoice date

Last Order date

Last Quote Date

If any orders are outstanding

If the account is in debt

If any jobs exist

Enterprise Version remembers the password entered if prefixed with "_".

Although Master Link will maintain its account index (Ml Index), for larger companies, the new version comes with an additional program called "MLIndex.exe". This program is intended to run on a file server, maintaining the ML index, for optimum Master Link performance at busy sites.

10/8/2000 V1.1.8

Small bugs fixed. Plus added functionality for Support Master which handles support contracts.

7/8/2000 V1.1.7

Can now access the current credit information on an account by clicking on line "Get Outstanding Invoices" (Enterprise version only)

Can now access the outstanding order information on an account by clicking on line "Get Outstanding Orders" (Enterprise version only)

Interactive Creditors/Debtors report (Enterprise version only)

The Enterprise version now writes the current user name in any notes created

3/8/2000 V1.1.6

It was found that V1.1.5 was considerably slower, when working with ACT, when reading the e-mail address. V1.1.6 improves the speed.

20/7/2000 V1.1.5

A few minor enhancements and bug fixes relating to the new version of Exchequer.

Now reads e-mail address from ACT

Links added to a Support Database for Dealer use.

15/5/2000 V1.1.4

Now hides itself when Goldmine, ACT or Maximizer is minimized, and reappears when CRM is visible.

Slight changes to the Sync feature for Maximizer 1 1/2 seconds instead of 1/2 second refresh.

Bug in Mapping to new fields such as User3/4 and Postcode fixed.

Now reads the CRM (ACT, Goldmine or Maximizer) record ID and puts the value in an Enterprise User field. This will be used in the future to allow Master Link to display reports which will sync back to the CRM package. The following alterations should be checked/made after upgrading from previous version:

Note : For Goldmine, ACT and Maximizer:

When upgrading Master Link from V4.30+ version you will manually have to go in to Master Link System Set-up and map the following new Exchequer fields:

Exchequer Field	No1
Postcode	20
User4	1 (This will write the CRM ID to field User4 in Exchequer) This will allow Master link to scan through contacts in the future
e-mail	53 (not working in ACT, watch this space) 32 for Maximizer

wpe4.jpg (40463 bytes)

For Maximizer Only:

If file DDEMax.def exists the upgrade program will not overight it.

Therefore manually edit the DDEMax.def file so that it reads:
------------------------------------------
Field 1
ID
Identification

------------------------------------------
Field 2

This will allow Master Link to read the unique account ID and put it into an Enterprise user field.

10/4/2000 V1.1.3

For V4.31 (New version of Exchequer)

The following has been added

Extra eComm fields added to Account records
Can define the Labels for User fields 1-4 on the Account records
Can define the Labels for Area/Rep code on the Account records
Works with 89 currencies
The new account fields can be mapped to Contact software:

        Postcode

        e-mail address

        Alt. Ref

        User 3

        User 4

20/2/2000 V1.1.2

New Feature - Multi-Company Support

Support for up to four companies in the "Enterprise" version. A menu is now shown at the bottom of the main window for user to easily switch companies.

wpe1.jpg (24349 bytes)

Note : This option must be used with care.

When an account is created or updated the account is written to all companies. Therefore the following rules must be observed:

The account is created, the code assigned must not have already been assigned in one of the other companies.
Cost of sales and Sales GL codes must be the same in all companies if overridden in the Account Record.
If Cost Centres and Departments are used then they must be the same in all companies.
If Currency is used then they must be the same in all companies.

If this function is going to be used in an installation where account records have been previously assigned in the multiple companies (not new empty Enterprise companies). It may be necessary to assign numerical account codes, using Master Link, to stop Master Link overwriting existing account records in the different Enterprise companies. Therefore all new accounts created by Master Link have unique account codes.

If an account already exist in one of the Enterprise companies, or differs from the updated company name, then the following user confirmation window will be displayed:

wpe4.jpg (25471 bytes)

This window allows the user to decide which accounts to update in which company.

New Feature - All DDE field names can be changed.

In rear cases it has been found that the user has changed the name of fields within the contact management software. Or in the case of Maximizer the field names are different in non European version. Master link will report an Error in such cases (285) and ask the user to rectify problem. If this is the case follow the following procedure:

Find the new field name in the contact management software
Backup DDEACT, DDEMAX or DDEGold
Edit the appropriate file in Notepad
Search for the field name which Master Link reported the error for
Replace the entry in the text file. Be very careful to make sure you don't add any space or lines before or after field name.
Save the file
Re-try Master Link

1/2/2000 V1.1 released contained on February 2000 CD-ROM

Because of the new functionality included in Version 1.1 no upgrade from V 1.0.x to V 1.1 is available. Please re-install.

Maximizer added

Enterprise version functionality

12/12/1999 V1.0.8

The Current User name is read from ACT and Goldmine. This information can be included on any account created.

Master Link now shows "Invoice To" and "Statement To" accounts on main window. In the future it will be possible to double click on the "Invoice To" and "Statement To" accounts to view details.

If Master Link window is hidden and the user closed ACT, Goldmine, Maximizer. Master Link did not remove the user from user count because Master Link remained open in background. Master Link now closes when in this state.

By default when creating a new account Enterprise ticks "Print Statement". This has been added to Master Link.

December 1999 Showcase CD-ROM contains V1.0.4

27/11/1999 V1.0.4

Master Link now tracks the number of users using the system. Uses cannot exceed their use licence.

Can now search for GL accounts by name when entering the default values for an account.

Shows progress of initialisation.

21/11/1999 V1.0.2

New version for the New Zealand/Australia market. Does not need registering for approx. first 100 accounts created or updated from Master Link.

November 1999 Showcase CD-ROM contains V1.0.1

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Last modified: January 31, 2008