0.10.1 - 4/7/2004 FEATURE - Report categories used to build submenus in "Reports" menu. FEATURE - Report role based security. FIXED - Issue with exporting numeric values to Excel. FIXED - Issue with formatting currencies in locales using comma as decimal separator. FIXED - Issues w/ creating new database. FIXED - Issue w/ logging in as auditor. FIXED - Typo where report editing dialog said "Report" menu, not "Reports" menu. FIXED - Issue where first report in "Reports" menu would persist in menu. CHANGED - Donation memo hints on donation entry screen to "memo (for receipt)". CHANGED - Gift memo hints on donation entry screen to "memo (internal)". CHANGED - Added donation memo to receipt report. CHANGED - Added more information to confirmation prompt when unlocking SQL Server. NOTE - Optimized some code relating to security/roles. NOTE - Unicode enabled DBMemo. NOTE - Some internal enhancements to TreeView. NOTE - Slightly refactored HintWindow. 0.10.0 - 4/5/2004 FEATURE - Added "REFUND" designation. FEATURE - Added "Unrefunded Designations" screen. FEATURE - Added "Refundable" report to batch approval process. FEATURE - Added option to force printing of reports during batch approval process. FEATURE - Added "Symbol" column to "Manage Currency" screen. FEATURE - Added warning to backup database prior to upgrading. FEATURE - Added several new reporting views and enhanced JournalEntryDetailView. FEATURE - Enhanced GiftDonationView to only show approved gifts. FEATURE - Added Crystal functions: PromptForDonorList, PromptForDirectorList. FEATURE - Added Crystal function: BaseCurrencyDescription. CHANGE - Crystal prompt for contacts dialog now uses a different UI to clarify choices. CHANGE - Made info labels on "Manage Currencies" screen more helpful. CHANGE - Made wording more clear on dialog for adding custom reports. CHANGE - Enhanced "Assessment Scheme" screen to make more user friendly. CHANGE - Made memos on reversal entries editable in batch editing screen. CHANGE - Enhanced Latin American address blocks to better handle no postal codes. CHANGE - Enhanced CSV import to better handle carriage returns and smart quotes. CHANGE - Enhanced install program to dynamically fetch download file size from the web. CHANGE - Added error message to the body of the error report sent via email. CHANGE - Auto fit server name, database name, and user name on main status bar. CHANGE - Removed "Run 13 Month Donatin Report" as a screen type permission. CHANGE - Removed bug fix for Windows 95 to enable new functionality w/ ADO datasets. FIXED - Journal creation process where assessment credits weren't rounded correctly. FIXED - Issue where one couldn't close multiple periods without reopening period screen. FIXED - Anonymous and Unknown donor are now searchable via F3 in donation entry. FIXED - Issue with Ministry Tree where one could create ministry under Uncategorized. NOTE - Laid groundwork for report categories and role based security. NOTE - Increased minimum requirement to IE 5.0. 0.9.9 - 3/10/2004 FEATURE - Added additional help and support menu items to the "Help" menu. FEATURE - The user's manual for DonorWise is installed with the application. FIXED - Minor issues involved w/ receipting corrected donations. FIXED - Minor white space issues on receipts report. CHANGE - All web links within the application now point to donorwise.com. CHANGE - Cumulative error messages now get logged to help troubleshoot them. 0.9.8 - 2/18/2004 FEATURE - Improved non-integrated posting process. Copy/Paste from Excel much easier. FEATURE - Default transaction date for new batch is taken from last created batch. FEATURE - Improved layout of error message dialog, added ability to email bug report. FEATURE - Auto trim spaces from COA and RC codes. FIXED - Issue where a contact couldn't be deleted when part of a group. FIXED - Issue where a group containing members couldn't be deleted. FIXED - Corrected batch locking errors and clarified error messages. FIXED - Clarified error message when entering an invalid contact id as a donor. FIXED - Corrected error encountered when creating a new database. FIXED - Renamed "Coa", "Rc" to "COA", "RC" on Manage COA/RC screen. CHANGE - Reorganized screens and roles. CHANGE - Batch entry screen only uses uncorrected donor/desig pairs to auto-filter. CHANGE - Updated the icon and splash screen graphic. CHANGE - Setup program ensures Crystal reports has capability to export to Excel. 0.9.7 - 2/11/2004 FEATURE - Updated error dialog, including new ability to email error report. FIXED - Clarified error messages associated with loggin in to database. FIXED - Issue with deleting a batch. FIXED - Removed "TopPanel" caption on edit batch screen (visible in fix error mode). CHANGE - Clarified message for deleting journal from non-integrated general ledgers. CHANGE - Rearranged order of security roles. CHANGE - Renamed "Database Options" back to "System Setup". CHANGE - Renamed "System Setup Wizard" to "Setup Tasks". 0.9.6 - 2/4/2004 FEATURE - "Reports" menu context sensitive to current screen. FEATURE - Added uninstaller. FEATURE - Export current group of contacts. FEATURE - Import screen has option duplicates to be ignored, and shows progress. FEATURE - Automatic upgrade detection and upgrades over the internet. FEATURE - Added help message to explain password requirements. FEATURE - Added help message to explain purpose of password watch list. FIXED - Issue causing "Floating point" error when viewing error details. FIXED - Bug caused when showing certain contact tabs and logging out. CHANGE - Reworked screen security and roles, created "Database Setup" role. CHANGE - Improved upon error message screen layout and behavior. 0.9.5 - 1/21/2004 FEATURE - Added "Period" column to donation list view. FEATURE - Corrections and reversals can now be deleted from batch entry screen. FEATURE - Period filter on unresolved donors/desigs screen shows item count. FEATURE - Imported contacts are checked for potential duplicates. FEATURE - Unlocked sa password is now copyable from the sytem setup screen. FEATURE - Redesigned search engine to much better handle weighting. FEATURE - Redesigned contact duplicate detection along with duplicate warning dialog. FIXED - Issue where COA was blanked when switching designation on batch entry screen. FIXED - Issue where a donor couldn't be removed from other related donors. FIXED - Issue where contact list view columns were not auto-sized correctly. FIXED - Error caused by clicking on "Show All" when COA/RC screen filtered by a single RC. FIXED - Issue where TntCurrToStr() didn't work on Windows 9x. FIXED - Issue encountered when toggling "Show Screen Codes". FIXED - Setup program can now be run from a CD even if it needs to download more stuff. FIXED - Receipt report changed so that group tree navigates report correctly. FIXED - Donation History screen now shows monetary amounts correctly. FIXED - WideFormat() corrected to handle numeric specifiers. CHANGE - Prompt added when stopping redirection to also stop relationship. CHANGE - Setup program ends with "Finish" button (not "Close"). CHANGE - Controls on currency screen more closely match the formula implied in the note. CHANGE - Enhanced "Reconnect to server" screen with additional diagnostics. CHANGE - Supressed the false warning caused by cancelling a Crystal report. CHANGE - Added "my" and "password" as password watch words. CHANGE - SQL Server connection pooling turned off by default. CHANGE - Bad connection recovery now available when opening a dataset. CHANGE - Clicking on non-modal form while modal form is shown makes modal form flash. CHANGE - Unicode enabled all message dialogs. 0.9.4 - 12/22/2003 FEATURE - "Find Batches" uses "Edit" (not "Explore") as default action for "Edit" batches. FIXED - Resolved visual issues with explore batch enhancements from 0.9.3. FIXED - Debug diagnostics have been improved to help resolve issues more clearly. CHANGE - Require user to open "Currencies" screen before setup wizard is satisfied. CHANGE - The term "Accounting System" now is called "Integerated General Ledger". CHANGE - Batch entry grid allows tabbing past the end of a donation into next donation . NOTE - Added diagnostics to "Database connection error..." screen. 0.9.3 - 12/16/2003 FEATURE - Enhanced Crystal Reports with DonorWise functions. FEATURE - Many enhancements to Contact Groups screen. FEATURE - Many updates to batch screens including column-click sorting. FEATURE - Auto scrolling when dragging items on Ministry Tree. FEATURE - Enhanced donation view to make information more clear. FEATURE - Added batch header information to Edit Batch and Explore Batch screens. FEATURE - Enhanced technical information for resolving error messages. FEATURE - Correction screen allows one to filter by future periods. FEATURE - Added grand total to status bar of correction screen. FEATURE - Added a warning when entering a deceased donor into a new batch. FEATURE - Auto update desigs with new default COA and assessment schemes. FIXED - Many issues with currency precision and alignment. FIXED - Many issues with Ministry Tree. FIXED - Issue where correction batches didn't try to post in original period. FIXED - Issue where installing Crystal on Windows 98 caused confusing prompt. FIXED - Restart button when installing on Windows NT+. CHANGE - Renamed "Other Revenue" to "Other Receipts". CHANGE - Dropped "Session.mdb" approach for reporting. 0.9.2 - 11/19/2003 FEATURE - Added Insert/Delete keys to many screens with grids. FEATURE - Double-click on related donors list to navigate to donor. FEATURE - Screens tree remains selected to the current active screen. FIXED - Issue with right-clicking on user permissions tree. FIXED - Resolved many tab order, z-order, and XP theme transparency issues. FIXED - Issue where non-default country info couldn't be edited. CHANGE - "Sa" can no longer login. CHANGE - Setup no longer opens an Explorer window when creating new "Program Group". 0.9.1 - 11/5/2003 FEATURE - Added visual indicator on screens tree to show which screen is active. FIXED - Issue with unresolved designations screen not refreshing automatically. FIXED - Issue where a batch while being edited could also be deleted. FIXED - Issue where correcting unresolved designations caused unexpected z-order. FIXED - Clarified message when relating to new family of related donors. FIXED - Issue with unrelating from donor who is part of a pointer family. 0.9.0 - 11/5/2003 FEATURE - Major security enhancements including stronger password checking. FEATURE - Added ability to see a screen code for every open window. FEATURE - Made it easier to create a designation. FEATURE - Made it possible to unmake a designation. CHANGE - Added single user initialization mode. FIXED - Installation issue on Windows 98. FIXED - Donation history didn't auto-refresh when changing donor. 0.8.4 - 10/22/2003 CHANGE - Renamed application to "DonorWise". FEATURE - Screen list on main window now gives an uncategorized count for Ministry Tree. FEATURE - Added "Edit contact" and "New contact" button. FIXED - Many corrections to the donor tab in regards to Active/Related functionality. FIXED - Resolved issue where donation COAs could be entered for a OtherRev desig. FIXED - Issue where program wouldn't gracefully handle SQL server being stopped. FIXED - Issue where only one batch could auto-confirm at a time. CHANGE - Removed "Auto-confirm" button since it was redundant w/ "Refresh" button. CHANGE - Added hourglass cursor when moving a folder in ministry tree. CHANGE - Added "Print Setup" button and "Group Tree" to Crystal Report viewer. CHANGE - Donation view default changed to show reversal and corrected items. NOTE - Increased keystroke minimum reset time for searching in a combo box. 0.8.3 - 10/17/2003 FIXED - Deadlock when posting journals into a manual accounting system. FIXED - Major performance issues on login dialog. FIXED - Issue where accouting period would not be updated in period screen. FIXED - Issue where reversed donations could be counted as "unresolved". FIXED - Issue where unsaved changes to a designation caused errors when logging out. FIXED - Supressed some unecessary error messages when SQL Server is stopped. 0.8.2 - 10/15/2003 FEATURE - Added install option to make program available to all users. FEATURE - Added "Run Reports" screen to only allow running of reports. CHANGE - Require that only "securitymanager" members can upgrade a database. CHANGE - Added user friendly labels to gift donation view. CHANGE - Added "Excel" button to Donation History screen. CHANGE - Shortened delay of auto-refresh in Donation History screen. CHANGE - Modified default search engine configuration. CHANGE - Changed order or RC/COA to COA/RC throughout entire application. CHANGE - Changed the way users log in and create new databases. FIXED - Made check box visible for reversal entries in the receipting screen. FIXED - Issue where "Sync RC/COA" screen showed duplicates. 0.8.1 - 7/23/2003 FEATURE - Added additional keyboard shortcuts ("Enter" to open a batch). FEATURE - Donation History screen automatially refreshes after short delay. FIXED - Added more clarity to exchange rate labels in currency screen. FIXED - Issue causing report to sometimes not work. FIXED - Issue causing "view dbo.TntDPSSignature not found". CHANGE - Renamed "Unfinished Batches" screen to "New Batches". CHANGE - Use "OTH" instead of "GDN" on journal to denote other revenue. CHANGE - Shortened caption on screen used to enter/edit batches. CHANGE - Renamed UI references of "Desig" to "Designation". CHANGE - Made "Approve" button on batch approval screen more clear. 0.8.0 - 7/4/2003 FEATURE - Reporting Module. FIXED - Numerous issues. 0.7.1 - 6/11/2003 FEATURE - Contact screen now shows vcr-type controls, and list context (x of y). FEATURE - Made it easier to customize sort on existing lookup. (Right-clicking on list.) FEATURE - Added ability to weight words in search. FEATURE - Custom greetings stand out a little more. FEATURE - Multiple desigs in uncategorized list can be dragged to a node on ministry tree. FIXED - Issue where sub-ministry lookup always defaulted to 1. FIXED - Don't allow "redirects" on historical batch. FIXED: Resolved issue causing too much looping of "Sync RC/COA". FIXED: Issue where customizing a lookup sort didn't always initialize dialog correctly. FIXED - Search engine didn't work on Windows 9x. CHANGE - When back-posting to accounting, user is warned. CHANGE - Sub-ministry lookup label caption to "levels of sub-ministries to include". CHANGE - "Please enter your name" -> "Please enter your ministry's name". 0.7.0 - 6/4/2003 FEATURE - Contact lookups and groups. FEATURE - Ministry tree. FEATURE - Batch screen, search can be invoked by typing text and clicking enter key. FEATURE - Batch screen allows searching for designations, also. FEATURE - Screen tree view on main form shows number of unhandled items per screen. FIX - Issue where a duplicate property table id would attempt to be inserted. CHANGE - Auto-Resolve of SUSPENSE is now to a specified designation. CHANGE - General -> Other Rev. CHANGE - Gift grid columns are reordered to place more commonly used fields first. CHANGE - Donation view by default now hides reversed or corrected entries. CHANGE - "Designee" renamed to either "Desig" or "Designation". CHANGE - Updated Logo/Icon. CHANGE - Name changed to TntCatalyst. CHANGE - RC.IsGeneral has been removed. CHANGE - Background progress messages are now sent to status bar on main form. 0.6.2 - 4/11/2003 FIXED - AV when filtering rc/coa combo grid. 0.6.1 - 4/11/2003 FEATURE - Added "Manage Payment Types" to setup wizard. FIXED - Time out issue caused when upgrading contacts table. FIXED - Issue causing non-importable fields to show up in import contacts field mapper. FIXED - Issue causing errors when connecting to a brand new Solomon DB. 0.6.0 - 3/28/2003 NOTE - Many small bug fixes, changes and enhancements. 0.5.5 - 3/4/2003 CHANGE - Removed requirement that database owner is dps-auditor. NOTE - Major internal refactoring of code base. 0.5.4 - 2/20/2003 FEATURE - Added ability to connect to Solomon 4.5 accounting systems. 0.5.3 - 1/24/2003 FIXED - Combo box issues resulting in unexpected behavior (AV on Win 9x). FIXED - Setup issue where installation would freeze with old Synaptic Touch Pad driver. NOTE - Removed Delphi 6 TThread patch. NOTE - Unicode enabled actions. 0.5.2 - 1/15/2003 FEATURE - Added Window menu to main window. FIXED - Enabled the detection of "db_backupoperator" role assignment. CHANGE - Removed "Apply Country Format Changes" as it was not needed. FIXED - Country specific "and" word is now used for FileAs and ShortName. CHANGE - Undeliverable addresses for "Staff/Ministry Reports" are now indicated so. FIXED - Setting the period of a batch only changed the month and not the year. CHANGE - Added "Search Names" column to contact search screen. CHANGE - New organizations default to using business address. FIXED - Removed "(background)" text in status bar. CHANGE - Removed "Close" toolbar button on "Manage Periods" screen. CHANGE - Changed "Fiscal Period" to "Accounting Period" on "Manage Periods" screen. FIXED - Added hint to "New User" button on "Find Contact" screen. FIXED - Resolved error message "Arguments are of the wrong type..." (intoduced in D7). 0.5.1 - 1/12/2003 * Note: First Delphi 7 Release. 0.5.0 - 1/9/2003 * NEW: Donation Module. * Note: Final Delphi 6 Release. 0.4.2 - 10/22/2002 * Updated UI for Edit Contact screen. * Added multiple fields to combobox drop down lists. * Enhanced to support XP Themes. 0.4.1 - 10/2/2002 * Split Person Module into Contact and Donor. 0.4.0 - 9/6/2002 * NEW: Designee Module. 0.3.1 - 8/21/2002 * Fixed RC/COA screen. Wasn't able to delete combination after performing filter. * Added constraint to database to keep assessment schemes no more than 100%. 0.3.0 - 8/5/2002 * NEW: Accounting Module (Payment Types, COAs, RCs, Currencies, Assessments) 0.2.2 - 6/6/2002 * Note: First Delphi 6 release. 0.2.1 - 6/4/2002 * Completed Person Module. * Updated Security Module. * Added logging capability. * Enabled application with Unicode. * Updated Translation Tool. * Note: Final Delphi 5 release. 0.2.0 - 10/22/2001 * NEW: Person Module - ready for demo 0.1.0 - 2/9/2001 * NEW: Security Module * NEW: Translation Tool 0.0.0 - 11/30/2000 Began construction of DPS.