Change History For CBMSW32.EXE v6.5 - v5 Tools 1/16/2004 - 6.5.4.4 Modified Client List Report to correct an error excluding records with empty birthdates or anniversary dates. 12/11/2003 - 6.5.4.3 Added ZipCode to Census Group Report. 12/5/2003 - 6.5.4.2 Fixed error in Birthdate report where blank dates are listed when the month of December is selected. 11/25/2003 - 6.5.4.1 Added Agent Appointments report. 10/20/2003 - 6.5.3.0 Added book of business report. 10/3/2003 - 6.5.2.9 Fixed hint on Dependent List Move Button. Had incorrect text. 8/25/2003 - 6.5.2.9 Fixed Access Violations in Image Viewer. Upgraded Report printing components to 5.1.2. 7/24/2003 - 6.5.2.8 Added a "Number of pages:" edit box to the imaging screen to allow those with automatic document feeders on their scanners to get more than one page at a time. 6/15/2003 - 6.5.2.7 Repaired the client and dependent move functions. Family members were being unlinked when a move occured from dependent to client. Changed behavior of client and dependent move so that records are deleted after the move. Previously the orginal records were left alone for you to keep or delete using the client/dep. delete option. 6/3/2003 - 6.5.2.6 Redesigned all activity calendar reports to correct spacing and margin problems. Also modified report to have boxed and shaded column titles. 5/15/2003 - 6.5.2.5 Modified Client Activity History report to correct margin problems and add the address to the heading. 4/1/2003 - 6.5.2.5 Modified Balance History report to correct title and add margins. 3/18/2003 - 6.5.2.4 Removed image types from Image Container edit's open and save dialogs because importing anything but TIF was not intended. Modified data export to replace ASCII Fixed with Comma Separated Values for better compatibility with spreadsheet programs. 3/5/2003 - 6.5.2.4 Modified Imaging to individually lock image containers when a container is first opened by any user on the network. Subsequent opens for the same container will produce a warning that the record is locked and only viewing is possible. Changes were made to ensure the scan0.tif intermediate processing file is removed when opening and also when closing the image container window. 2/18/2003 - 6.5.2.3 Modified Group Reports to provide improved preview and export to PDF. 2/14/2003 - 6.5.2.3 Fixed error in dependent envelope printing (bldaddr) 1/14/2003 - 6.5.2.3 Fixed error in Commission Report 1/3/2003 - 6.5.2.1 Redesigned all label printing to use same output libraries as reports. Includes preview capability. 12/31/2002 - 6.5.2.1 Modified Imaging to support new HP scanning software. Changed default number of pages to 1. 10/15/2002 - 6.5.2.0 Modified backup so that "Erase Target Directory" is not available for large capacity devices such as hard disk, CD-RW, etc... Only floppy disks A: and B: will allow the erase target option. 9/25/2002 - 6.5.2.0 Fixed a bug in the Quick Write Merge utilities for AutoAddress merge field where dependents were producing an error that it could not find the alternate address field. 9/9-10/2002 - 6.5.2.0 Revised Backup/Restore window to support universal names in source and destination for both backup and restore. 9/4/2002 - 6.5.2.0 With all of the changes listed below I rebuilt the program and shipped a new version to the updates page on our website. 8/21/2002 - 6.5.1.9 Modified the use of the LastChanged field on the client info and dependent info screens so that it is displayed and editable. Upon insertion the LastChanged field is set to the current date, but, when editing the value will not change unless the user changes it. It has been renamed to "Initial Contact Date". 8/6/2002 - 6.5.1.9 Fixed problem w/ Mass Mailing, and Client Quick Write where the document selected was not being displayed when opening the quick write editor. The correct document name was shown but the wrong document was on the screen. 8/5/2002 - 6.5.1.9 Downloaded, installed and tested new version of CRDE2000.DLL. 8/2/2002 - 6.5.1.9 Added Setup | Event Reminder | Enable Audible Notification menu items to turn on or off the beep when an event is displayed in the status bar. Fixed a bug in client summary where the EnableGroup was being used to determine whether to sort by name or the order which the records were entered. 7/31/2002 - 6.5.1.9 Modified the reporting subsystem with new core components. This only changes the cbmsw32 and RCENTER so that more than just the default printer can be used. 6/26/2002 - 6.5.1.9 Modified display of Agent Split % on Comm. Agent list window and on the commission input form. 6/19/2002 - 6.5.1.9 Added preferred phone to client information title bar caption so that when the notes, dependents, act. history or Imaging panels are selected the preferred phone displays in the caption next to the clients name. 6/17/2002 - 6.5.1.9 Modified all Agent Lookup combo boxes so that they are case sensitive to correct a problem with duplicate agent names which differ only because one is upper case and the other is name case. 6/4/2002 - 6.5.1.9 Modified activity calendar so that appointments can be inserted every 5 minutes. 5/30/2002 - 6.5.1.9 Added weekly and bi-weekly to payment mode on Product input screens and report calculations. Modified label printing from Client Information to allow the cancel button to not print a label. Modified label print so multiple labels can be printed in one step. 5/29/2002 - 6.5.1.9 Fixed bug in Agent Notes. The window would not restore it's last settings after closing the window and reopening it. 5/20/2002 - 6.5.1.9 Made some minor corrections to the agent appointments input screen. Made corrections to Prod. Control Center to accomodate the new Agent Appt. input screen. 5/14/2002 - 6.5.1.9 Added Agent Appointments product category to the product control center. Modified some functions within the product control center, like the hint display procedure, etc.. 5/9/2002 - 6.5.1.8 Removed print to file option on all Reports which do not support output to a file. 4/12/2002 - 6.5.1.8 More work done on MDI Imaging window. 4/10-11/2002 - 6.5.1.7 Added faxing from Image Container Editor. Added Image Container View MDI window from Main Window File Menu. Allows querying on Name, Description and Keywords with wildcard filters. 4/9/2002 - 6.5.1.6 Rewrote image container edit | print function. It now prints pages to fit the page size and allows, range of pages, individual pages and single page. Added Beep to Event Reminder when there are new messages. 4/8/2002 - 6.5.1.6 Added Current Value update when entering a Fixed Annuity deposit. This is a cumulative update meaning that the amount of the transaction/deposit will be added to the Current Value on Fixed Annuity Screen. 4/1/2002 - 6.5.1.5 Added second prompt to dependent list delete button so it behaves identically to the client delete button. 3/25-28/2002 - 6.5.1.5 Fixed bug in email send window where the Attachments list was being clipped by the subject line panel. Added code to resize the panels to accomodate the attachments list. Fixed bug in email send window where cancel wasn't aborting the message completely. It would still ask for the note description and copy an empty note to a new client notes record. Added tab control to Mass Mailing print window so a preview query grid could display the results of the query. In addition a Process Button was added so that the results of the query can be viewed before the results are printed. Fixed a bug in email send window where the window menu checked state of the View menu items was not being restored after being changed. Added subtotals to VA and VL in client summary. Added grand total to Client Summary. 3/22/2002 - 6.5.1.5 Added ability to start a Mass Mailing print job at a specific record number. This is useful for labels, envelopes, mail merges where the user must restart the print job over again after a jam or other problem which stops printing prematurely. Changed Inscomm EMail send window so that a check box is used to choose whether or not to copy sent mail to Client Notes. When sending a message to multiple recipients only the first recipient was getting a copy of the message inserted into Client Notes instead of all recipients. Redesigned the email screen. All changes were cosmetic. Some changes included removing unnecessary buttons on the message body toolbar. Added insert hyperlink to Word Processing and Quick Write Edit toolbars. 3/21/2002 - 6.5.1.5 Restored the code to check to see if the program is already running. This will disallow a second copy of the CBMSW32.EXE program to run. Fixed a few glitches in the email window which were causing Access Violations. Corrected insert file bug in EMail send window where the file would not insert properly. Also added a icon/glyph to the button as it was using a copy from another button on the toolbar. 3/18/2002 - 6.5.1.5 Added ability to control access to product control center from Main Window and Client Information so that when a user's access level is 100 or greater they are denied access to PCC. Modified Agent Setup window so that you can get to the Next Client ID setting by double clicking inside the button window along the bottom of the window. 3/15/2002 - 6.5.1.5 Modified the Quick write window to utilize the "Copies" field in the print dialog to print as many copies of same letter as requested. Added Agent name to client list grid on Product Control Center. Modified Mass Mailing Export to allow selection of Comma Delimited or Comma Separated Value file types. 3/14/2002 - 6.5.1.5 Increased the width of the date fields on the Annuity Information input window. Corrected a couple of bugs in the Annuity Commission Report. 3/12/2002 - 6.5.1.5 Made some cosmetic changes to A/L's input screen. Added subtotal to Client Summary for the A/L section to total Loan Balance. Fixed a bug in the client information | activity history panel so that when the status is changed or a record is deleted/added the event list is refreshed properly. Added A/L popup hints to Product Control Center. 3/11/2002 - 6.5.1.5 Added Other A/L's to the Client Summary. 2/10-25/2002 - 6.5.1.5 Rewrote the Agent Product Report to group agents and subtotal by agent. The core report was rewritten completely and many columns have been rearranged. Modified the Product Control Center so that when you hover over a product the additional info (hint) box no longer automatically pops up. Instead you click and hold down anywhere on the row of the product you want to view the additional info for. The popup box has been updated and has a shadow view and will automatically position out of the way and word wrap. 2/5/2002 - 6.5.1.5 Fixed type in INI file section name on Stock/Fund Word Processing Defaults. Changed reference in TYPEDEFS.PAS in SRCUTIL. 1/21/2002 - 6.5.1.5 Modified Global product tracking screen so it can filter by Agent and also added the selected agent to print on the report heading but only if an agent filter is selected. Fixed a bug in the backup/restore program where the main window title would be changed to the wrong value until the program was closed and reopened. 1/4-16/2002 - 6.5.1.5 Modified client summary so that a single dependent/employee summary can be printed and the heading will use the dep/emp fields instead of the client/ employer. The logic is as follows: if the client/employer is selected then that information is printed in the heading area. If only one dep/emp is selected then that dep/emp information is printed in the header area. If more than one dep/emp is selected but the client/employer is not then the client/employer information is printed in the header area. Added support for sending embedded images in the email compose window. 1/3/2002 - 6.5.1.4 Fixed an error in the Verify procedure of the Data Backup/Restore code where an error message would popup immediately after selecting the backup set to verify. Adjusted Activity event report so that it uses a wider column to fit the office phone # + the extension. It was clipping off the extension. 12/13/2001 - 6.5.1.2 Modified the validation of Stock/Fund records so that when inserting a new S/F if the CUSIP and Fund # are left blank the record can be saved and if the account number is a duplicate of another it is allowed. Only records which have their Acct. Number, Cusip and Fund # entered will be treated as unique S/F so inputing a new S/F with the same Acct. #, Cusip, Fund # will produce a duplicate account key error. Fixed a minor bug in the Commission Override Report. 12/10/2001 - 6.5.1.2 Made corrections to cut & paste functions in Word Processing edit boxes such as QWrite, Client Notes & standalone word processor. Opened up the total_shares field on Div/Cap Gains input screen so the user can edit the value after it is initially computed from the PPS x Total Shares. 12/04/2001 - 6.5.1.2 Added the ability to print an image when printing an envelope. This provides a means for printing a logo with the return address. Added App, Issue and Req. dates to Prod. Control Center policy popup hint. Fixed a couple of tabbing bugs in the policy information window. Modified stock/fund deposit edit window so that numeric values cannot be changed. Deposits must be deleted and re-added. Only non-numeric values will be updated when Save is clicked. 12/02-03/2001 - 6.5.1.2 Finally finished ZIP To FTP. All works right and is fully integrated into CBMSW32. Fixed problem with page orientation on Mass Mailing Reports. 11/30/2001 - 6.5.1.2 Added "ID:1000,1" which is ID: label then Client ID,Dependent ID which is output to the Rich Text Note field in the Mass Mailing record if the origin of the data is from the LCLIENT table. This provides the ability for mail merges to use merge codes from the LCLIENT table because they don't exist in the mass mailing tables. The ID,Dep pair provide a look back value for the merge software to be able to link Mass Mailing records to their original client record. 11/29/2001 - 6.5.1.2 Rewrote sections of Zip2Ftp for sending data files to Inscomm FTP server. Completely new FTP component and completely revised non-blocking FTP implementation. New version is now integrated into CBMSW32.EXE 11/28/2001 - 6.5.1.2 Fixed a bunch of little bugs in the Query tool to correct problems with saving and loading Inscomm Query Files. Inscomm Query Files (*.IQF) are files which contain all of the configurable paramenters and formatting information to create a query and to format the printing/viewing of the information. You can create fairly sophisticated reports which can be saved and recalled for use later. 11/27/2001 - 6.5.1.2 Debugged and thoroughly tested backup and restore program. Removed ZIP Backup Tool from menu. No longer needed since rewrite of backup tool. Finished the event history panels on the client information screen. 11/19/2001 - 6.5.1.2 Added Email to Transfer to New Clients 11/14/2001 - 6.5.1.2 Added Mutual fund checkbox to S/F screen. Modified SDEPOSIT to properly calculate the values after a new record is added or deleted. Rewrote entire backup and restore screen. 9/27/2001 - 6.5.1.2 Added reverse lookup using a telephone number search. It uses an URL created from the current record to find the address. You must have a connection to the internet to use this feature. Added area map, route map and Find by telephone to mass mailing. Modified layout of Policy Information window, general tab. Moved things around a little and made the window sizeable. 9/19/2001 - 6.5.1.2 Added Account type field to product tables Increased size of ProductType field from 25 to 50. Rewrote ZIP Backup interface to correct various problems. Added support for disk spanning with ZIP Backup. 7/23-24/2001 - 6.5.1.2 Added prompt on Dependent/Employee Add where if the Enable Group value is checked then you will be prompted to copy address information, yes or no. Modified titles on Global Product Tracking Report to say "Tracking Report". Modified titles on Client Product Tracking Report to say "Client Tracking Report". Added Borders On and Borders Off buttons for Tables in Quick Write Editor. Added Outside Borders Only button for Tables in Quick Write Editor. Fixed 12/31/1899 problem on Product Control Center. Added several new table functions in Quick Write Word Processor. Insert Column, Delete Column, Merge Cells, Split Cells. Added some other miscellaneous features to Quick Write WP toolbar Finished Adding Activity History to Tab 5 on Client Info. Modified code to launch Report Center by using the System= value in CBMSW.INI if it is present. If not present value is same as location cbmsw32.exe was launched from. 7/19/2001 - 6.5.1.1 Removed old table repair code and replaced it with code from our tblutl32.exe program. Added screen scaling to Policy Edit window, tab general and policy values. Added Data Export to utilities menu. Ability to export to multiple database table formats including ASCII Fixed, dBASE, FoxPro, Paradox. Moved part of the Activity History window to Tab 5 on client information window. It works fine but still requires many changes. Display only for now. 7/17/2001 - 6.5 Changed revision number to 6.5 for D5 distribution. 7/14/2001 - 6.2.7.4 - D5 Fixed bug in Stock/Fund input where editing the existing cusip+fund code would result in a "no way to save" situation. This is due to modifications requiring the the Account# + CUSIP + FundCode must be a unique combination. Redesigned and tweaked the Product Control Center Report. Added print report function to global Product Tracking Window. The button has been there but was not functional until now. Made some corrections to Zip Compress To FTP. Fixed a bunch of "possible bugs" with regard to File name references which assumed the current folder was the Inscomm program folder. This would cause some menu items to disappear and other options became disfunctional. All references to external files are now absolute. 7/13/2001 - 6.2.7.4 - D5 Corrected Total Shares and Curr/Initial Price / Share columns on Client Summary so that they would not run together. This happened after making increases to the widths of some currency columns such as current value. Changed option buttons on the Client Quick Write preview screen to use the same methods as most of the rest of the program. Also added icons to each button. Integrated Zip2Ftp Data Backup program into Main Window Menu under Utilities 7/11-12/2001 - 6.2.7.4 - D5 Modified PCC so that the search edit box is the default control when first opening the PCC window. Changed Fixed Ann., S/F's, Vann's, Vlife's so that when clicking on the transaction tab if there are more than one transactions listed the last transaction is highlighted by default. The order is old to new so the most recent transaction is in view. Modified the Stock/Fund's section of Client summary so that there is more room for numeric values. Some of the rightmost digits would be clipped for big numbers. Each column was increased by 2/10's of an inch. Added transaction date range panel for selecting a range of transactions to include when "Include Transactions" is checked. Entering a value in From but leaving Thru blank means take everything >= From. Entering blank in from and entering a value in thru means to take everything <= thru. Entering a value in both from and thru means take everything >= from and <= thru. Blanks in both fields results in include all transactions. Removed All/None buttons on product dates reports for company, product type, and agents. 7/10/2001 - 6.2.7.4 - D5 Changed default column location of Client ID on Client Lookup window. This is the common window that allows the user to find a client or dependent by various common search criteria. Redesigned Product Control Center Report and added record count + current value total. Correct small bug in product tracking input screen. 7/5/2001 - 6.2.7.4 - D5 Added ASCII Delimited Export of Client Data. 6/28/2001 - 6.2.7.4 - D5 Mostly changes made to Product Tracking global screen. Fixed bug in PCC product tracking and global product tracking so that if User Authentication is not being used an error will not be reported during add and edit operations. 6/26-27/2001 - 6.2.7.4 - D5 Modified PCRD input screens. Mostly minor corrections. Corrected Backup program where an IO Error 123 would be raised when choosing the File Cabinet button to browse. This is caused by using a Universal Name for the path to the Inscomm program CBMSW32.EXE. Changing the shortcut to use a drive letter path to the program file, such as I:\inscomm, will correct it. Changed backup and restore programs to read the DataBackup= value in CBMSW.INI for the default "browse" folder location. 6/21/2001 - 6.2.7.4 - D5 Added layout mode view options for Word Processor, Client notes and Email send windows. Added background color and font size, style, color right click menu to Dependent list on client information. Removed zooming and resizing combo boxes from the Client Quickwrite preview window. Now it provides a + and - zoom in/zoom out button. When the window is closed and reopened the magnification (zooming) will be restored to the previous setting. Added layout mode view options to Client Quick Write Editor window. Fixed bug in PCRD Edit from product control center. Check No. and Commission Amount were not being saved. Global input also fixed. 6/20/2001 - 6.2.7.3 - D5 Added sort by list on contact locator for additional sort and quick search options. Fixed bug in Email send window where size and position were not being restored properly. Rearranged Email send window and added lookup buttons (6/19). Added automatic resizing of Email send window buttons on button panel. Added data input fields check no and commissionamt field to PCRD global and PCC input windows. Rearranged fields and tab order on PCRD add/edit input window. 6/16-19/2001 - 6.2.7.3 - D5 Recoded entire email send function in clients, notes and image containers. It now send both a text and html copy of the message. Most email readers will use the html encoded in the message. Attached files no longer disable html encoding. Multiple file attachments works properly now. If not connected to the net you will receive an error. No interface to RAS yet. Added automatic filling in of email address when sending an image container. Added edit functions to Global Product Tracking window. Also corrected lockup problem in Prod. Tracking List Report. Added email send progress/status window. Fixed completed button on global product tracking. Added more features to email send window for word processing. Added check no and commissionamt field to PCRD database table. Added new fields to PCC table. Added new calculated field to Client Lookup window so that you can tell the difference between a client or a dependent/employee. Removed UNDERW from updates applied as a result of changing a Prod. Type or Company name. LUEDITB. 6/15/2001 - 6.2.7.3 - D5 Added Move button to Client Information - Dependent List so a dependent can be moved to a new client record. All notes, activities, products, image containers, etc... will move with it. Corrected a bug in the image container list on client information where the data column widths were not being saved/restored properly. Moved Utilities | Client Purge to the Delete button on the client information screen. Now when pressing delete you remove all client data. This works the same way with dependent deletes. Added error checking to all option buttons on Product Tracking and Cash Receipts and Disb. windows to avoid memory error reports. Added ability to change font, background color and title fonts on CR/Disb. and Product Tracking windows from PCC. Removed the Utilities | Client Purge Menu item from main window menu. Add error checking for empty lists on PCC, Prod. Tracking from PCC, and Checks from PCC. This was causing memory errors also. 6/13-14/2001 - 6.2.7.2 - D5 Fixed bug in Agent Notes window. It wouldn't restore window size and position. Changed client lookup so that search is case insensitive. Also switched to using an SQL interface to the client table. Added Client Move menu item to client information screen to move a client and all notes, activities, etc.... to a dependent of a different client. 6/4-5/2001 - 6.2.7.1 - D5 Fixed Activity History window so Support shows properly for Inscomm Employees. Fixed user name display on Activity Edit when activated from Activity History window. Added exception trap to Activity Calendar query update so that if the record that was last selected is no longer in the query it will not display an error message saying Record Not Found. Added additional index to ACTIVITY database table to improve query performance on activity calendar and event reminder. Removed menu item for old event reminder. Changed the algorithm for the activity calendar reminder alert bar. The prior version did not compensate for the reminder +/- precision when the current time is just after midnight (12:30am for example) This caused the "From" time query value to be greater than the "to" time query value. The reminder +/- value is 60 minutes. To get the "from" query value we we subtract 60min from the current time. To get the "to" query value we add 60min. to the current time. This would yield an 11:30pm and a 1:30am From/To respectively. It isn't possible to have time values greater than or equal to 11:30 which are less than or equal to 1:30am. Added "Setup | Event Reminder | Change Refresh Interval" to main window menu. Added "Setup | Event Reminder | Enable" toggel menu item to main window menu to allow you to completely disable the event reminder bar. Added right click popup menu to reminder alert bar to Hide or force a manual refresh. Changed the Activity Calendar view window to sort to match the above secondary index that was added to improve query performance when refreshing the display. Added some new accelerator keys to main window menu. Revealed Product Tracking menu on main window menu. 6/1/2001 - 6.2.7.0 - D5 Added the ability to change the background color, font size/color, data title font size/color. Finished Product Tracking input and view screens from PCC and main window. Added Rich Text word processing for notes to Product Tracking records. Finally fixed the activity calendar so that the cursor stays where it was before and edit, add, etc... Also fixed redraw/refresh problems where the items on the screen did not redraw to match their status and often the display didn't refresh completely every time. 5/30-31/2001 - 6.2.6.16 - D5 Modified the product control center M/F total shares calculations. Added an activity calendar event reminder to the main window so that no matter what you have open if an event comes due then a small panel window pops up at the bottom of the main window. It displays the type,time,client,phone, description of the first event requiring attention. If more than one event comes due then double clicking the panel will move to the next event. Added signature file edit box on Email setup window. Added appending of a rich text or plain text signature file to outgoing Email. Added code to prevent running the program more than once on each computer. (AppCheck). Modified contact location to use the LCLIENT table and the searchname for quick search. No more selecting client or dependent, last name or company. Added product tracking modules to Product Control Center. New button on PCC menu. 5/24/2001 - 6.2.6.16 - D5 Corrected AgeInDecimal calculation to account for leap years. Accounting for leap years is necessary when displaying the age as a decimal value. 5/24/2001 - 6.2.6.16 - D5 Fixed a problem affecting all screens using rich text word processing where page setup information was not getting saved properly. Added many new functions to Client/Dep. Notes EMail. Added new lookup option from email window so multiple clients can be selected Only clients/dep's with something in their email address field will display. Added Emailing of multipage Images directly to our EMail send window. Added Inscomm Email send client to Client Information Send Mail option. Added save of Email to notes for both client and dependent. 5/23/2001 - 6.2.6.15 - D5 Corrected Spell Check dialog so it no longer clips the right hand side of the screen. 5/21-22/2001 - 6.2.6.15 - D5 Modified Activity View window so that after editing notes the view is refreshed to reflect the new status of the event. Added event list right click menu to provide the ability to set the automatic refresh interval. 5/16/2001 - 6.2.6.15 - D5 Finished adding Other A/L's to Product Find Window. Modified Product Find so that the last product category used is saved so that the next time it is opened the same product category is the restore. Rewrote Product Move to account for Other A/L's, PCRD's and Imaging records which previously were not being moved properly. This resulted in dangling records. Moving back to original client would correct this problem. Corrected lingering bug in Stock/Fund input screen where pressing the save button would do nothing if you had entered a deposit or Balance history. Changed Product Move destination client lookup window to use the Linear Client Table. You no longer have to choose between searching for client or dependent. Recoded logic for Activity Calendar view so that it no longer refreshes the display/query when clicking on the view button menu before selecting a menu item. Recoded display of events list so that whenever the display/query should be updated the list does not flicker. This results in a slighly faster refresh because no screen controls are redrawn until the query is finished. Modified Activity Edit window so that when the Lookup List window is used (file cabinet lookup button) to add/edit/delete a list item when returning to the activity edit window the drop down list is updated to match. Whenever the event list display is refreshed or changed the first event in the list would be selected/moved to instead of staying on the originally selected record. In most cases the original record will remain current after the event list is displayed. Cases where the record falls out of the query results or is deleted, etc... the original record cannot be selected so the first record will be selected. On activity calendar window the menu item "Refresh Display" was added to the view menu button. This forces a requery and refresh of the event list. Modified Client Information window so that when a new activity event is added and the Activity Calendar window is open then the Activity Calendar event list is refreshed in the background. You will see an hourglass cursor for a short time. Modified Client Information | Activity History window so that if any of the records are modified, deleted or new records added AND the Activity Calendar window is open then the Activity Calendar event list is refreshed in the background. Again, you will see an hourglass cursor while this is being done. Recoded Activity Calendar so that the query logic produces a more optimized query which runs faster. This makes the Activity Calend refresh/ redisplay faster. 5/15/2001 - 6.2.6.15 - D5 Finished preliminary version of Assets and Liabilities input screen. Added deletion of CIMAGE, PCRD, OASSETS records when deleting a client using Client Purge. Added deletion of CIMAGE, PCRD records when deleting a product. Fix bug on DELETE button on Client Information where the CIMAGE, PCRD and OASSETS tables were not being tested for subordinate records. This also affects the delete from the dependent list. Fixed a bug in the client information screen where the list of notes would display all client notes records after attempting to delete a client or dependent and subordinate records exist. This causes an error dialog box to display. After pressing OK then clicking on the notes tab (3) all notes for all clients would be displayed instead of just the current client or dependent. Disabled Checks button from Product Control Center when A/L's are selected. Fixed TaxID on Client Information and Dependent Information so it can be deleted/blanked and saved. Fixed PCC so when a client/dependent is deleted from Client Info the PCC screen is refreshed to keep the currently deleted client from showing up on the PCC client list. Fixed bug in client purge where variable annuity and variable life would report an error when attempting to delete. Added deletion of PCRD's and CIMAGE to delete function on PCC. Fixed bug where a CR/D could be added even if not products exist in the PCC list. Added checks for empty product list when using Checks, New CRD, or delete. It now displays an error message stating "Empty Product List". Added Account Number secondary index to OASSETS table. Added Other Assets/Liabilities to Product Find Window. 5/8/2001 - 6.2.6.15 - D5 Fixed some problems with the Balance History input screen. After adjusting the primary index for the balance history file an error would occur related to the balance date. It would not allow input of new records manually. DST account position imports would still create the balance records properly. 5/4/2001 - 6.2.6.15 - D5 Added Other Assets Input Window to Product Control Center. 5/3/2001 - 6.2.6.15 - D5 Added "Other Assets and Liability" to table create menu item. 5/1/2001 - 6.2.6.12 - D5 Added Set As Default Client option in Clients Menu. When the client information window is opened from the main window toolbar this is the client that will come up first. Added edit screens to set/adjust the delay time in milliseconds for the popup hint boxes. defaults: 200 = 1/5 sec. (delay before popping up). 2500 = 2.5 sec. (delay before disappearing) Rearranged product control center window panels so more product columns can be displayed. Added new Local Area Codes list so that more than one area code can be considered local. Some area codes require the area code to be dialed within certain three digit prefixes. These must be included in the Local Area Prefixes list. 4/26/2001 - 6.2.6.12 - D5 Made some cosmetic changes to Prod. Control Center. Added Right click menu to PCC Client list and dependent list to provide Font, Color and Title font customization. Fixed a problem with the restoring of certain control parameters on PCC. Added double click on Product grid on Cash Receipts/Disb. so that the double click opens the PCC and positions on the desired product record. Added new display fields to the Client List on PCC. Also added preferred phone to dependent list on PCC. 4/26/2001 - 6.2.6.12 - D5 Exposed the day number in the Balance History list window. Added Send Note via E-Mail to dependents Notes window. Added print button to print balance history list. This is by product. Modified Balance history table to use DayNo as part of primary/unique key. This allows multiple monthly position history records to be stored uniquely Reports that depend upon the Balance history file will use the last position record ordered by yr,mo,day if more than one position exists for any one year,month. Added secondary index to Balance history table to order the data by Client ID, Dependent ID, etc... Added Control-R as accelerator for the Product Control Center to open it quickly. Added Product List Report on product control center. Made numerous corrections to CRD's input screens and reports. Added success/fail messages on Send Note Mail. 4/25/2001 - 6.2.6.12 - D5 Added E-Mail Settings window to main window Setup menu. This lets the user add the values needed to send e-mail within Inscomm. Added INI_SECTION_EMAILSETUP = 'EmailSetup' to typedefs to support above setttings input window. Added ability to select a client note and e-mail it to that client or anyone else. 4/24/2001 - 6.2.6.11 - D5 Modified Agent Setup so that Administrator password must be known to access the agent setup. This only occurs if Authentication is setup with the UserManager program. Modified Agent Setup to have a panel for Agent Info and another panel for file locations. Added file location edits for RcenterPrivate, DSTPRivate and DataBackup to the Agent Setup window. Changed all external application launch menus to use ShellExecute instead of WinExec. This includes DST, Report Center. Modified Word Processing to support different view modes. Full Page Layout, Layout, normal, page gap, show manual page breaks. Settings are saved and restored when window is reopened. Added FileType to PCRD Table. Made changes to all PCRD input screens to support the new FileType field. Added new report style to mass mailing reports program. (Single Line Simple List) 4/20/2001 - 6.2.6.10 - D5 Added new menu item to right click menu of Product Control Center so that a list of all CRD's can be viewed from the PCC. This screen also allows add/edit/delete of individual product CRD's. Modified the Client summary to print at least two decimals always when printing units. 4/19/2001 - 6.2.6.10 - D5 Added MailList table to data folder. Also to Utils | Table Create. Added File | Product Updates | Check Receipts / Disbursements menu which opens a MDI window to view/input receipts and disbursements by product. Added New | Check/Disbursement menu item in Product Control Center. 4/18/2001 - 6.2.6.10 - D5 Added PCRD Table to data folder Also to Utils | Table Create. 4/14/2001 - 6.2.6.10 - D5 Upgraded word processing components to correct an access violation which affected only certain Rich Text tags. 4/10/2001 - 6.2.6.10 - D5 Added Local Area Prefixes button to Auto-dial setup form. Added 'Local Area Prefixes' to CBMSW.INI file. Modified Local Prefixes Input Form to accommodate Local Area Prefixes. Modified Auto-Dial logic to utilize the new Local Area Prefixes. 4/6/2001 - 6.2.6.10 - D5 Fixed a display problem on Product Control Center where the unit balance was being calculated as the sum of the deposits/Tx's for the prior product. This would occur only if the product record did not have any transactions to sum so the result of the prior product record's unit balance would be carried forward to the next record. 4/3/2001 - 6.2.6.10 - D5 Added feature to Print Envelopes Options screen that lets you choose whether or not to print the return address company name. Added features to envelope print options screen so that the feed method selected, Print return address, Print company name and the contents of the return address editor are saved and restored. Once you set it up you don't have to select anything the next time you use it. 3/29/2001 - 6.2.6.10 - D5 Corrected a bug in the Lookup list delete function. It was not retrieving the list of existing records and so would allow you to delete a lookup item without accurately determining if there were any records using it. Also, on the same lookup list window editing an investment class item would result in an error saying the field ICLASS does not exist. 3/23/2001 - 6.2.6.9 - D5 If you selected to print more than one copy in Client Quick write it would print double number of copies if the number of copies is > 1. 3/21/2001 - 6.2.6.9 - D5 Adjusted the automatic query refresh interval to every 5 minutes on Activity Calendar because for large databases the lower value of 30 sec required too frequent of re-queries to the database engine. This was most noticeable on networks. Recoded the Activity Calendar Search screen to optimize the query and to correct a couple of quirks. Also made it compatible with new Activity Calendar form which now uses SQL for all event display options. 3/19-20/2001 - 6.2.6.9 - D5 Rewrote Activity Calendar to use all SQL queries to display data. This was done to improve performance on large data sets. Installed new word processing compoents to rev. 3.10. 3/18/2001 - 6.2.6.9 - D5 Modified wppanel.pas to comment out the if begin...end block at line 520. This version is the first, tested, build of our current 32 bit program using the latest compiler and accompanying tools. Two new files are required before this version will run properly with an existing Inscomm install. The files are CRDE2000.DLL and ISP2000.DLL. Copy these files to the Inscomm program folder. Modified the agent notes to remove the Merge Print, Insert Mail Merge Field, Insert Bookmarks because these features were not supported and the menu items were still visible. Replaced the Agent Notes description list to use a newer visual component so that we can store status information in the registry. Rewrote the login dialog for UserManager support. The prior version would no longer support the latest compiler. 3/13-16/2001 - 6.2.6.7 Fixed a problem with the Product reports where the 'Company' name for the product was being printed in the insured column of reports in specific cases. 3/11-12/2001 - 6.2.6.6 Added automatic CUSIP and Fund Code updates from Vann. subaccount edit and Var. Life subaccount edit. Added user name selection from Activity Calendar if inscomm is using the UserManager program to authorize logins. A new combo box is displayed if you logged in. This list is each user of the system to which you can select which user to view. You can now also change which user new activity events are added to. Added common code to UTILS for building a Login User List. Tweaked Activity Edit window with hints and activity calendar with autosizing of combo box for user list display. Removed REMINDER Speed Button from main window toolbar because I could not get it to display properly when activated. Normally hidden, the button would appear when an event has come into the reminder window. Pressing the button would bring the reminder window forward or restore from minimized. Now you double click the new reminder status bar which displays the event information at the bottom of the main window. Double click the bar at the bottom when it shows and the reminder window will display. During testing identified a bug in the reminder window. If using multiple login users the reminders would not be filtered by user, instead all activities would display. Added automatic removal of .001 in restore file name. In the past you had to manually delete it or an error would occur. Now it detects it and removes it. 3/8-9/2001 - 6.2.6.3 Added ability to add an activity to a different user. Added UserName display in View | Activity History in client information. Change View | Activity History button bar so that buttons resize based on the width of the screen. When adding a new activity for a different user you were not allowed to enter an activity with the same date and time as an activity already in the calendar for a different user. For example: James and John could not both have a call at 2:30 am on the same day. During add or edit of an activity if you change the user name it will refresh to list of activities for the current date for the current selected user. So, switch from James to John will requery the activity database for all activities for John for the currently selected date. Modified Stock, Variable Annuity and Variable Life screens so that a duplicate account number (cusip + fundcode for stock) cannot be saved. If an account number is changed in stock, Var. Ann. or Var. Life all of the balance history records are updated accordingly. 3/5-7/2001 - 6.2.6.3 Fixed bug in Client Information where popup hints were not showing due to the replacement of the toolbar style in a prior revision. Added table navigation toolbar to Label Styles and Envelope Styles windows. Corrected Invalid Typecast error when selecting the client list report from the main window toolbar. Fixed a bug in the Birthdate Report where the default sort value being used if no sort fields are selected was the Anniversary Month + Day. Now when no sort fields are selected the default sort will be the Month + Day of birthdate. Added popup hints to Labels and Envelopes table navigation toolbar. 3/1-2/2001 - 6.2.6.2 Fixed the mail merge printing in Client Quick Write. Fixed enable/disable function for new buttons on left hand toolbar on client information screen. 2/28/2001 - 6.2.6.2 Added button to the new toolbar on client info that will open your default e-mail program to a new message window with the e-mail address filled in from the e-mail address on the client information "2 More" tab. Changed autodial on client information so that it will dial the number of the dependent if the dependent/employee tab is selected. If the "1 General" tab is selected then it dials the preferred phone of the client. This saves from having to open the dependent edit window to dial the dependents telephone number. Replaced the main window toolbar to a panel filled with MS Office style buttons. This allows the buttons to fill the toolbar when the window is resized. There is also a splitter below the button panel which lets you resize the height of the button panel. Replaced the client information toolbar (on left) to use the same method as the aforementioned changes to the main window toolbar. Again, this toolbar now automatically sizes to the window size and also has a splitter to let you adjust the width of the tool bar. Changed several of the client information toobar buttons (on left) to use the selected dependent/employee instead of the client. This occurs only when the dependent/employee list tab is selected. Buttons affected are: Schedule/View Activities, Autodial, Mail To, Maps Replaced the Word Processing functions to begin using v3.09d of our Word Processing programming components. This version adds better support for images, tables and printing. Added limited support to Word Processing, Client Notes and Dependent Notes to be able to read HTML documents. Support for advanced HTML is limited. 2/26/2001 - 6.2.6.1 Replaced Client Information toolbar because the panel and button types I was using were not compatible with Windows 2000. This is the same type of toolbar used on the main window. Added the ability to jump directly to a map of the client you are have displayed. This is done via your default web browser. 2/22/2001 - 6.2.6.0 Added Local Share checking at program startup so that if the BDE Local Share setting is FALSE a message is displayed recommending it be changed to TRUE. Whenever the product list is refreshed the lower left list item will not have any item selected. When you single click an item on the bottom left list the product list will not be refreshed and will continue to reflect the product list for the item selected in the client list above it. The product list will only display products for whichever name is selected in the client list (left middle). Changed lower left list so that when an item is double clicked the list above is repositioned to the person/company that you double clicked on. The lower left list is refreshed to display the list of members of that group/family/company that is now selected above in the client list. Added a display panel just above the product list area. This panel will show you the following: ClientID-DependentID | SSN or TaxID | Name This is so that whatever products are displayed are those that belong to the person listed above them. I think this will make it much easier to discern for certain which clients products you are working with. There is also a sizer bar just below the panel which will let you increase or decrease the height of the panel. This value will be remembered each time you open the window. 2/21/2001 - 6.2.5.9 Modified the Prod. Control Center so that the dependent record in the lower left list is never highlighted unless the product records displayed are for the selected dependent. 2/20/2001 - 6.2.5.9 Installed and tested new backup modules. Moving from v6.1 to v6.5 of backup code. 2/9/2001 - 6.2.5.8 Modified Client List (double line), Birthdate and Anniversary reports so that when the DOB or Anniversary are blank it prints blank instead of 12/31/1899. Removed the detailed report selection from client list report. 2/8/2001 - 6.2.5.8 Changed client summary so that only those selected on the list will print on the dependent/employee list. Added Bullets option to format menu on Quick Write Library. 2/2/2001 - 6.2.5.7 Fixed sort order on Birthdate and anniversary report so that it sorts by month then day instead of by the Date of birth. This was a bug created by the 1/29-30/2001 - 6.2.5.6 Added a popup calculator to all the transaction input screens. Double clicking in a grey area of the edit window will activate the calculator. Fixed tab problem on Client List reports. An empty address would move the columns on the right to the left misaligning under their titles. Fixed a problem in the Mass Mailing Reports/Labels/Envelopes/Mail Merge where the file name of the table you select will produce an error message. The problem is with special characters. Most file names will no longer produce an error report. Added Long File Name support to Client List and Product Dates reports so that a mass mailing transfer file can use a long file name, up to 255 characters. Added Close text and accelerator key (Alt-C) to the Mass Mailing Edit screen so that closing the window can be done more quickly with the keyboard. Revealed the client id field on the mass mailing search/list panel. It was inadvertantly hidden from view. Corrected a bug in the Mass Mailing window where the sort button would display a blank instead of "Record ID" when Record ID order is selected. Modified the Mass Mail search tab/panel so that when Record ID sort is selected and you enter non numeric characters it just blanks the search box instead of displaying an error message box. 1/25-26/2001 - 6.2.5.5 Modifed CNOTE to add the ability to lock the modification of note data after a lock option has been selected. This version also supports tracking of the user name who locked the note but only if you are using the inscomm "UserManager" program. This program is available for download if you wish to add user authentication to your inscomm program. Added printing of customer name on the client notes print. Also did same thing to Dependent notes printing. Added above note locking ability in duplicate to the dependent notes. 1/19/2001 - 6.2.4.0 Fixed scroller on new product control center where clicking repeatedly resulted in the scroller taking off on its own. It was due to my giving up control to the OS for a time slice during updates of the product and dependent lists. Fixed bug in Prod. Control Center where the Move button allowed the user to move a product that doesn't exist. This happens when the list of products for one Client/Dep/Emp is empty and the Move button is clicked. It would still display the Client Selection dialog but doesn't do anything. 1/18/2001 - 6.2.4.0 Cosmetic adjustments to product control center and some minor bug fixes. 1/12/2001 - 1/17/2001 6.2.4.0 Modified the product control center so that the client and dependents/ employees are in an alphabetical list. Clients/Employers/Groups will be displayed in normal text in Navy color while the Dependents will be displayed in blue in Italics. There is no longer a dependent or client combo box on the top of the pcc. These were removed to provide the new interface. 1/11/2001 - 6.2.2.9 Fixed some columns on the Annuity Agent Product Report. Some columns were not wide enough and data was being clipped on some printers. Modified Client Summary, Policy Section because here again some columns were running together. Modified the Agent Product reports to not print a percent sign when the value of the Split percent is 0 or null. Recoded totaling functions in the product reports area so that the totals are being retrieved using an SQL query instead of table navigational commands. Removed the Client/Dependent Tables from the product reports area and replaced it with a join on the product table by CID,DID,SeqNO. This speeds up the processing alot and allows sorting of output by data fields within the Client/Dependent Tables. Added many fields from the LClient table to the available sort fields list on the product reports screen. Rewrote Mass Mailing transfer function so it uses the SQL result set joined client data fields. This was required when the LCLIENT table was removed from the Product Reports screen. Modified some more fields in the client summary. They were running together or were too close. Finished the monthly selection of Fixed Annuities on the FA commmission report. Also removed testing panels and tweaked the output. This report is still not complete as it does not account for the Override commission calculation method. 1/10/2001 - 6.2.2.9 Added checking facility for Laser App menu item. If program is installed then the menu item will be available. If not it will be greyed. 1/9/2001 - 6.2.2.9 Finished preliminary Fixed Annuity Commission Report. Currently it will output commission calculations based on age of deposits. It will not filter output by month, year, etc... 1/7/2001 - 6.2.2.9 Fixed a bug in the Product reports where Status selection produced an error report. This would happen only under specific circumstances due to an uninitialized variable. 12/27-1/5/2001 - 6.2.2.9 Annuity Commission Report. Other miscellaneous changes. 12/19-20/2k - 6.2.2.9 Rebuilt the interface for the client list report to now include the Birthdates and Anniversary reports as options. Since the reports are so similar it was more efficient to move the reports layouts to the Client List query window instead of duplicating that for the B/D's report. 12/16-12/18/2k - 6.2.2.8 Added query capabilities to Client List Report 12/15/2k - 6.2.2.8 Fixed some column sizing errors on Client List report. Added a 2 line report option to it also so that more data fields can be printed. Modified Client Purge utility to update the LCLIENT table properly. It was leaving client/dep. records in LCLIENT after a delete. 12/14/2k - 6.2.2.7 Rewrote code for Annuity reports Product Dates, Agent Prod., Company and Insurance plans. Now uses multiple agent select in the agent prod. report and all reports use new faster query interface. In addition the reports now use the newer report preview style. Rewrote code for Client List Report. Now uses new faster query interface. It also uses the new preview style. 12/13/2k - 6.2.2.6 Rewrote code for Policy reports Product Dates, Agent Prod., Company and Insurance plans. Now uses multiple agent select in the agent prod. report and all reports use new faster query interface. In addition the reports now use the newer report preview style. 12/1-12/12/2k - 6.2.2.5 Significantly modified the Product Dates, Agent Production, Company Reports for stocks/funds. Made S/F's use preview style like Vann and Vlife. Also recoded the query interface and made it so that the Agent lists is now multiselect. Modified the Select All buttons so they select all or deselect all. Changed the query to include query on company and product type and agent so instead of using a record filter these fields are queried directly to the sql engine. This significantly improved performance. Removed a bunch of old unused code from RPTPD1. 11/21/2k - 6.2.2.4 Added menu item to fmClient.MainMenu to allow shell to Jake's LaserIntegration code. 11/17/2k - 6.2.2.4 Fixed the font combo box on the Agent/Rep screen on the notes tab. Added hint to search box on the Company edit screen. 11/10/2k -6.2.2.4 Fixed the Font Combobox on the annuity edit screen. Font size for the combobox display was 12, should be Arial 9. Added CustomerNo,SearchName,DOB,Anniversary,Sex,TaxId,Status,County, GrossIncome,Occupation to the available list of sort fields on the client list report. 11/5-6-7/2k - 6.2.2.4 Removed 10000 record view limit on Birthdate report. Added new [Directories] section for the default save/load location for the QueryTool program. 10/23/2k - 6.2.2.4 Fixed the VANN and VLIFE Transaction input screens to account for fixed accounts when adding or deleting transactions. Fixed the Refresh button on VANN and VLIFE to also account for fixed accounts when recomputing the subaccount Current Values. Modifed Table Viewer to add labels to provide for keyboard accelerators and added an incremental search tool. Rearranged the top panel fields to make it easier to navigate and changed font sized to use Arial 9 to get more on the screen. 10/18-19/2k-6.2.2.4 Added New Query 'n Report Tool to CBMSW32.EXE. Not yet visible to the normal user. Modified WP Merge (mergewp1) where the greeting field and other fields would not merge properly. Caused by a recent change to accomodate differences in the telephone number field names when merging. That fix caused this side effect. Fixed a problem with the combo boxes on the Product Dates range of reports where the changing of the Status value blanked out the value in the IRA Type. Fixed bug in QnR Tool where moving a field did not bring along the column width value. Added title customization to QnR tool. 10/13/2k-6.2.2.3 CostBasis on the Client Summary was not being printed if the transaction was a declared dividend. When adding a S/F Dividend the Distribution date was not being initialized to today's date and the price/share was also not being initialized. 10/5-6/2k-6.2.2.3 Added refresh button to vann/vlife sub account buttom menu. Refresh will pass through each sub account, find the list of transactions and total the units, the resulting total will be multiplied by the sub accounts current UnitPrice and this value used to update the sub accounts CurrentValue. If a sub account is still out of balance then you must adjust the transaction list by correcting a missed entry. Removed the transaction balance from the vann and vlife edit screen as it was not a usefull value. 10/4/2k-6.2.2.3 Changed the method of calculating a Vann/Vlife sub account balance during transaction input. If you leave the following fields empty: UnitValueAsOf (the date of the current price per unit value) UnitValue (the price per unit on the date listed in UnitValueAsOf) when inputting a new vann/vlife sub account the sub accounts UnitValue and UnitValueAsOf fields will never get updated properly after the first transaction is entered. No matter how many transactions you enter these fields in the sub account will never be kept up to date. As a result the sub account Balance will be wrong. The value will be wrong because the UnitValue stays the same even after newer transactions with newer UnitValues are entered. The UnitBalance will be correct. 10/2/2k-6.2.2.3 Changed Activity Note edit window so an escape can be used after a close by clicking Cancel. Now there is a Yes to save, no to save and a Cancel. 9/26-27/2k-6.2.2.3 Fixed a problem in the Product Move screen where moving a dependents product to the client of the dependent results in a Key Violation. Fixed a problem in the Product Control Center after the Product Move if a dependents product is being moved the list box display doesn't show the dependent name. Also corrected a couple of display problems with the dependent list on the PCC. 9/20/2k-6.2.2.3 Fixed a problem in LUEDITB.PAS where the field name ProductType had the y and the p transposed. 9/19/2k-6.2.2.3 Added UserName tracking to activity calendar. Allows the user name to be stored from the Login Dialog so a single activity calendar can be used based on logged in user. Added features to Activity Calendar window so that the Logged User is the only name that comes up in the list of events in the activity calendar is those that belong to the logged in user. Uses a filter on the fly. 9/14/2k-6.2.2.3 Modified the product dates, etc... reports (rptpd1.pas) so that it now uses a "Status" combo box so you select subsets of records based on the value of status. Fixed a bug in the product dats, etc... reports where an Issue Date, Tx. Date, app date, etc... can be NULL or have no value rather than being just 0. This caused some valid records to be excluded silently and seems to be a side effect of Local SQL. Removed the pending checkbox on the policy reports cuz we're using the new status checkbox instead. 9/13/2k-6.2.2.3 Modifed titles on Grid on Mass Mailing Live View panel so that the field titles look better. Also hid some fields not necessary on that view. 9/12/2k-6.2.2.3 Modified query tool so that process and close buttons are not enabled until after the query finishes processing. Added 'Support' option to activity calendar. Added the ability to use the cumulative tags with exclude tag option on Client List and Birthdates reports. 9/1/2k-6.2.2.3 Modified the Required flag for the Insured field on the Commission Audit Report (RPTRF1.PAS) so if the value of the field is blank it doesn't produce an error. Modified ACTEDIT1.PAS to correct some labels where the FocusControl value was left unassigned so accelerator keys didn't work. Also changed a couple of the acc. keys to make more sense. 8/28/2k-6.2.2.3 Added STRFUNC to uses statement on BLDADDR.PAS. The version number changed here because to find it I had to do a full build which increments the build version number. 8/18/2k-6.2.2.2 Fixed the BuildAddress() routine to correctly strip leading and trailing blanks on the name line. Problems occurred when both first name and MI were left blank. 8/14-15-16/2k While debugging a problem for a customer I found out why the Commission List button always closes the Product Edit window after clicking close on the Commission List window. The modal result of the button was being returned as "Ok". Added Alternate address fields to fmClient as persistent data objects so they can be used to update the linear client table properly. Modified the fmClient and fmDepend to update the linear client table in real time rather than using a timer based batch update procedure. Each change generates and additional copy operation to syncronize the LCLIENT table with the changes made to CLIENT or DEPEND tables. Modified Lead Edit to update the LCLIENT table in real time instead of triggering a batch update with a timer. Removed a redundant TTable.Edit call which was being execute right after a TTable.Insert call. This was done in LEADE1.PAS in LeadToClient(). 8/3/2k Again redesigned the startup process and refined it to work I think perfectly. No more use of events to fire initialization of databases and other systems. Modified Underwriting list view to support background color changes, font size, and title font. The font color cannot be changed because we're using different colors to represent status of the underwriting event. Made the last necessary adjustments to underwriting screen. Added description column, simplified the query interface, etc.... 8/2/2k Fixed lots of things related to new Authentication system. Reworked main window. Now it opens to the lease date panel within the main window. This works much better. Now the program closes and none of the toolbar/menu options will work until either a valid user is entered and a valid lease date. 8/1/2k - 6.2.1 Added Password authentication for users. If the file SYSTEMA.DB exists in the program folder then the program will prompt for a username and password. Need password and user maintenance program. Changed the RowPrint method to use FMT_* typedefs for all numerical output. 7/27/2k Fixed the hint on the UNDERW2.PAS UWType lookup button. Added hint to the Filter By combobox on UNDERW1.PAS. Lengthened the checkbox for Hide Completed on UNDERW1.PAS. Added a tabbed dialog to the COMAGENT edit screen. Added 2 tabs, general and notes. Added a rich text note editor like most other screens. Added word processing FormStorage vars to VANN and VLIFE to match the items saved on other wp screens like ToolbarShow,Toolbarhide, WordWrap..... Added CommissionAgentNotes to WPSETUP so defaults can be used on the notes area when adding a new record. 7/25/2k Changed Agent Production Report for Fixed Annuities so that the report now prints the field "Agent" from the ACOMM table rather than the "AgentName" from the ANNUITY table. Also, changed column 2 to be the Split Percent and moved column 2 (CurrentRate) to column 6 on the APAT, APAX report records. 7/11/2k Fixed error on RPTPD1.PAS when selecting a date range the value on the date range form was displaying 12/31/1899 because in the FormCreate method I was setting the dateFrom and dateThru local variables to 0 which equates to 12/31/1899. Fixed error in product dates report where I was comparing IssueDate <= 0 when I should have used IssueDate is NULL. Reported by Janet. 6/20/2k Fixed bug in Product Dates, Agent, Company, Insurance Plans Reports. Was not correctly including all product records due to changes using Linear Client Table. 6/15/2k Fixed problem in Client Summary where Shares = 0 but the amount invested is greater than 0 on dividends. 6/13-14/2k Finished Print button on underwriting screen. Modified the underwriting program a bit. Just tweaks. Added Underwriting Type lookup file cabinet button. Added UW Type lookup edit screen for managing the type list. Added INI_SECTION_UNDERWN to TypeDefs. Adapted Activity Notes screen so that the code and form can be shared between Activity Notes and Underwriting Notes. Added more fields to the underwriting table. Added a file cabinet lookup to Underwriting Types Add/Edit screen. Added document lookup for Merge Document on Underwriting Lookup Add/Edit screen. Added status panel to main window to display activity event information when it comes due. Must have Activity Reminder Open. Added Underwriting Button to main window toolbar. Fixed bug in Main Window toolbar. The icon for Underwriting was disappearing when opening the Activity Calendar Window. 6/9/2k Added Invested Amount to transaction list on S/F client summary section. Also cleaned up the report a bit by adjusting some columns. Added Quotron Symbol to S/F client summary section. 6/8/2k Fixed bug in LUEDITB.PAS where DELETE Was giving an error on Invalid Field Name IClass. Reported by Lee Eubanks. Fixed bug in RPTPD1.PAS where tag was not working properly. Had to add a call to FindKey to sync the current product record with the client record in the LCLIENT table. Fixed major problems in lookup list editor. Was having trouble all over the place. RE: Above references to fixes. All should be back to normal now. 6/7/2k Wrote program to update Hartford Cusips. Fixed Investment Class global update procedure. When you modify the class name it would report an error of invalid field name ICLass. Started on Underwriting screens. 6/5/2k Some minor changes to Client Summary to make sure I don't print blank for values that are 0. Client Summary: S/F Total line was not lined up properly with the current value column. 5/31/2k Fixed a bug in client summary where the current value was printing with 4 digits past the decimal instead of two. Added ClientID field to display on Mass Mailing general screen. 5/30/2k Added sort order by Last,First,MI for dependents when EnableGroup is checked on client summary. 5/26/2k Added update of stock CurrentValue/AsOf to the Global Updates (GLOBALI.PAS) Added update of stock CurrentValue/AsOf to the Global Updates (GLOBALU1,2.PAS) 5/22-24/2k Added AgentName field to Mail Merge field list and adjusted merge printing to be able to use this field. This will only use the AgentName from the client and dependent table. Put the Edit button back on transaction edits. (Stock,vann,vlife). Added ability to input custom liability notice on the client summary. Fixed some problems on the calculations for Transactions. Fixed some bugs in Stocke2. 5/17/2k Added to TYPEDEFS.PAS. INI_IDENT_DATABACKUP = 'DataBackup'; {v6.1} Added ZIP Backup Tool to right click Inscomm desktop menu. Set precision back to 15 digits on all numerics. Need to figure out how to do rounding properly to match DST rounding method. Fixed bug in Linear Client Table Update. On delete of client or dependent it would not remove them from the LCLIENT table so they would still show up on reports and anything that uses LCLIENT. New value in STARTUP.INI under [System] called UpdateClientRebuild=0 or 1. 5/12-16/2k Modified STOCK, SDEPOSIT, VANN, VANNSA, VANNTX, VLIFE, VLIFESA, VLIFETX so that S/F uses 4 digits of precision and variables use 6. Started adding a routine for zipping down the data files to a sub-folder on the hard disk. Added DataBackup=.... setting in [Directories] section in CBMSW.INI during the install program. The directory is c:\inscomm\isbkp and is created on install or upgrade from v5.3. Added form to zip down data to a zip file on hard disk or floppy. Not finished. 5/11/2k Fixed a problem in the stock edit screen where you would have to kill the program to get out of the s/f screen after pressing the cancel button and yes to discard changes. 5/10/2k Checked and corrected max length settings for all fields on Client,Dependent for correct maximum input length. Modified the Account Number, Cusip, Fund Code and QSymbol fields to set the maximum input length. 5/9/2k Changed progress bar so it wouldn't stay on top all the time. Especially useful when long import or print job is running and you want to do something else while it runs. 5/2-3/2k Made all checkboxes on Client Summary Dialog default to checked. Added code to set DST checkbox to False when adding a new S/F or Variable Annuity manually. Adding from a Download sets the IsDST value to True or checked. Changed Commission button on PolicyEdit screen to a normal button and added the Alt-O hotkey. Fixed a problem in S/F where the CurrentValue would be left as $0 after the first or any transaction is entered when the value of Current Share Price is 0 or blank. Now when the value of current price is 0 the new transaction will cause the Current Share Price to be set to whatever the share price is for the transaction being entered. Fixed a general protection fault when adding a new S/F. This was not showing up as an error to the user because I was trapping the error and not reporting it had even occurred. It was being caused by the calculated field TradeValue on the Stock Deposit grid. When opening the DBsdeposit in the FormCreate the trade value field depended upon the DBstock to be open to use the current share price field and since the S/F Info screen uses the Table object from the PCC the DataSource object was nil until after the form was created so the the OnCalcFields event of DBsdeposit was using the field Current Share Price before it existed. Bad boy! Fixed a bug in the S/F screen where pressing the Save button after adding a deposit would result in not being able to close the window. Noticed this in the 5.3c first and fixed it here also. Removed Rated and Preferred from Smoker combo box and values list on Policy Information screen. On Policy Edit screen replaced Flat Commission and Help buttons with raised to match save and cancel. Added S/F Commission Edit Screen Back In. Changed Annuity Screen to be sizeable and support screen scaling on the general panel. Added code to Annuity Screen to move buttons on general tab when form is resized so they are always on the bottom right. Had done the same to S/F screen earlier. VANN and VLIFE do not require this because their buttons are in a panel that floats along the bottom of the screen. Added code to POLICY, ANNUITY and S/F to make sure Commission Edit button is disabled when adding a new product to avoid dangling commission records. Replaced Market Value with CostBasis total on Client Summary and replaced Init. Cont. amt with Cost Basis. Moved deposit Init. Contr. underneath Current Value. and added each deposits cost basis under IRA type. Added printing the dividend amt. If dividend then amount is printed in the cost basis column. Added Family Members list and edit to Dependents. 4/28/2k Fixed the Commission Report again. Had to add "Name" calculated field. Removed CLIENT.DB and DEPEND.DB to use LCLIENT.DB. Moved more of the ApplyQueryToResultSet restrictions to the preliminary SQL Query. This was a complicated revision that required a complete rethinking of the report. A table called COMMRPT.DB is created in the users Private folder when they click on PROCESS. Process does a preliminary query to prepare a dataset that matches the requested query. After the commission result window comes up the user selects the records they want and then click close. The records not selected are deleted from the COMMRPT.DB and another query is created which selects the remaining records in COMMRPT.DB and then prints the report. The COMMRPT.DB is deleted when the window is closed. It is not created unless the process button is pressed or at least one record exists for the query. Modified Stock Deposit/Redemption input screen to use an action button on the Shares and Cost Basis field to input a value automatically. Clicking the button at the end of the edit box initiates a calculation of Trade Amt / Share Price. Clicking the button at the end of the Cost Basis edit box copies whatever value is in trade amount into Cost Basis. 4/26/2k Added ability to double click on Current Value on S/F screen to open the read only fields on the general tab (Curr. Val, As Of, Curr. Price/CP As Of) Added commission subsystem back into Fixed Annuity Screen. 4/19-20/2k So many changes they are too numerous to mention. Primarily changes to the STOCKE.PAS, VANN.PAS, VANNSA.PAS, VANNTX.PAS, VLIFEE1.PAS, VLIFESA1, VLIFETX1 to change the methods of transaction input and their associated calculations. Added the following line as the first line in the GetExePath function: LastBackSlashPos := 0; Removed Subaccount selection list from VANN and VLIFE transaction input screen and replaced it with a plain old edit box. Also, removed the ability to change the value of the CUSIP and FundCode because now the user must select the proper subaccount first then click add. The CUSIP and FundCode are automatically filled in and cannot be changed. Fixed a bug in the Balance History input screen where the button used to calculate the balance based on Units * Unit Price was not working properly. It now has a button at the end of the balance field that when clicked executes the calculation and fills in the Balance field. Removed the updating of the As Of date on a delete on S/F, Vann, Vlife tranaction grid. Removed the calls to DBvannsa.OnCalcFields from VANN.PAS and VLIFEE1.PAS during the save proc because there is no longer any calculated fields in the VANNSA table and therefore a call was being made to a nonexistent procedure. Did the same to the Transaction Delete code as it was also calling the same OnCalcFields proc which did not exist. Fixed a problem on the Variable Life Subaccount list where the As Of date was not displaying properly. It would show an "A0 f". The format specifier was entered incorrectly. Removed test if Amount > 0.0 on the Commission/Product Updates input screen. If the value entered into amount was less than or equal to 0 it would not save the record, it would just ignore it. We now allow any value to be entered. 4/18/2k Fixed memory dispose problem on RPTCOMM2. Also corrected problem with an index going past the end of the array in RPTCOMM2. Rewrote much of the logic in the program to use a temporary file instead of the old method of using a delete command in a TQuery control. Fixed problem in Import Utility when inserting a field on the fields list it would overwrite the wrong row. Needed to increase and indexer by 1. 4/15/2k Added double click on Vann/Vlife subaccount entry screens to expose the unit balance, current value, as of fields. This will only work if the make disk files exists. Modified S/F current value, as of, current price save logic. It's complicated and cannot be properly explained here. It basically does a bunch of checking before it allows some values to be overwritten. The balance is now always calculated by retotaling all transactions first. Change S/F Edit screen to be sizeable and support form scaling. Added split view to Vann and Vlife transaction screen so Tx's are separated by subaccount. Added right click menu to Transaction Subaccount grid to allow color, font customizing. This was done on Vann and Vlife. Added ability to expose hidden or "locked" fields so that if a customer absolutely must access these fields there are back doors to allow it. These features require the placement of a specific file in the program folder. Only Inscomm employees should be aware of this feature and use it sparingly. 4/14/2k Fixed Mass Mailing merge process so Phone numbers would show up on merges. Added Variable products transactions to the client summary. Fixed title/heading printing on client summary so it always prints the title Changed CurrentValue, CV As of, Current Share Price and CSP As of to be read only fields so user cannot change them without using a transaction. Added prompt to user when adding or deleting a stock/fund record as to whether they want the current value, current price and as of dates updated to reflect the transaction changes. This is used to be able to remove an errant transaction without changing a balance. 4/13/2k Added Balance History View/Edit to S/F, Vann, Vlife. 4/12/2k Added warning to "Erase Target Directory" checkbox in the Backup tab on Data Backup/Restore. Added code to stop a backup to drive c:\ after click the start backup button because it was possible to circumvent the trap on exit from Destination where we are currently checking for C:\ or C: entry. Fixed a bug in the VANN/VLIFE Transaction grid display. Product Type was not being properly calculated so the value was blank. This is a calculated column and is being generated at runtime. 4/11/2k Added Balance History button to Stock/Fund Edit window. Added new form (BALHSTE1) to connect to Balance History button on S/F edit window. This is the list of existing balances for current opened product. Added new form (BALHSTE2) to connect to Add and Edit buttons on Balance History List window. 4/7/2k Fixed bug in Client List Report and Birthdates Report where the program was reporting the dependents when "ExcludeDependents" was checked. Moved some code around in Utilities | Client Purge while checking for the possibility of records not being deleted properly so product or other subordinate records get left hanging. I could not find any problems with this but did reorder some code in Client Purge. Fixed bug in Client Information/Dependent Information where if a client or dependent is deleted then the LCLIENT table update status switch was not being turned on so when an Update Linear Client Table was executed it wouldn't execute because the switch would tell it no changes are necessary. Added error handling code to client purge. Also now update the status switch for updating the LCLIENT table when a client purge is run successfully. Fixed bug in the Commission Report and Commission Audit Report so that handling of Groups when printing name or company. Per Don via Peter Lopez. Removed UnitBalance, CurrentValue, AsOf from Variable Annuity and Variable Life Subaccount Input screens. The user must input their balances by insert transactions. Switched S/F Deposit Edit Button to Invisible so that to adjust an account the transaction has to be deleted and then readded. It cannot be edited because that would affect the integrity of the transaction and forces the Current Value to be updated after a transaction is added/deleted. Added warning Hint on the S/F Current Value Edit field to discourage manual editing of this field without using deposit transactions to affect the current value. 4/5/2k - a continuation of mods from 4/4/2k Removed the old String Grid used on the Stock/Fund Deposits tab on the stock/ fund edit screen. Now using data aware RX Grid which allows moveable and sizeable columns with background color, font color/size and title font size/ color changes. Added SDEPOSIT table to S/F edit screen to make using the aforementioned grid more functional and accurate. Added capability to resize the S/F screen to accomodate the new RX grid. Since the new grid only uses a single row column title area the grid will require scrolling at lower screen resolutions (less than 800x600). Added table events to SDEPOSIT on S/F screen to provide proper refreshing of current price/total shares/balance on deposits tab. Fixed a problem with the deposit delete because the totals were not refreshing properly on the PCC after a delete. Added Cost Basis column to the S/F Deposit grid. Fixed a problem with the Save/Cancel/Help buttons on S/F screen so that when resizing the buttons will move along with the resizing of the window. Added some cache flushing code to PCC, S/F Edit and Variable products screens to force changes to disk to avoid index corruptions on networks. Added code to PCC to refresh the product lists and all totals if any changes are detected to a product but the cancel button is used instead of save. If a deposit is added but the Cancel button is pressed the PCC totals will not be refreshed. This was required because some users may add deposits or tx's but since none of the data in the parent product was changes they press cancel and therefore the screen was not refreshing. Added code to forced cached data to disk across all product entry and deposit entry screens. Also modified all calculated fields so that when a change is made to a list of deposits/transactions the calculated columns/ fields will refresh immediately and reflect correct values. This is especially noticeable on a network where a lack of a refresh can affect the changes made by multiple users. Added the description column to the S/F deposits grid as the last column on the right hand side of the grid list. Modified all screens using imaging to flushed cached data to disk immediately following add/delete. This should improve reliability of storing/retrieving data on a network where multiple users may be scanning into different records at the same time. This can cause corrupt indexes if not done and is especially problematic on Windows 95/98 peer to peer networks. Fixed a problem with the edit function of a variable product. The edit button was hidden but the error message was in the wrong place and would popup when it was not supposed to. This affected Vann's and Vlife's. Rewrote logic of PCC initial display and refresh display. It was really really slow after some of the above changes. Now it only redraws when absolutely necessary. When running on a network if two users were simultaneously accesing the product list for the same client/dependent a lock was temporarily places on each product record before display due to the number of calculated columns display. It would stop and start. The need to lock each record was removed and the only locking that occurs is when the product record is actually edited. This was not noticeable on a single user installation. Added Cost Basis Edit field to Vann Transaction Add screen. On exit from the Transaction Amount field the Cost Basis is checked to see if it is equal to 0 and if so then the amount field is copied to the Cost Basis field. If Cost Basis is already greater than 0 or "has a value" then the value is not changed to avoid overwriting a value the user may want to keep intact otherwise their value may be overwritten each time they tab through the amount field. The same logic is used on the cost basis field on the S/F deposit add deposit/redemption screen. Added Cost Basis column to Vann Transaction grid display. On S/F, Vann Subaccount and Vlife subaccount I removed the ability to input a CUSIP directly into the input box. The user MUST click the file cabinet button to bring up the CUSIP editor view/edit/select window. This was required so that upon selection of a CUSIP I can selectively update the product type and company fields if the user chooses yes on the update prompt. This is a little different but will satisfy users who do not want the Company and product type updated from the Fund Name and Mgmt name in the cusip table. For example: Ben Nienberg rarely uses the exact Fund Name and Mgmt Name from the cusip table, rather he enters his own shorter (lower case) descriptions because some of the Fund Names/Mgmt. Names are too long for our fields. Updating of the Fund Code, Company and product types occurs immediately following the selection of a cusip from the cusip list. Previously these fields did not update until the cursor was moved out of the CUSIP field. This was cumbersome and confused people so I forced the update immediately after selection. Seems to work nicely. 4/4/2k On Client Summary the Addition Sum was added to the Modal Premium for POLICY products only and only if the value is greater than $0. Per Larry O. Added Cost Basis edit field to Stock Deposit screen for deposits/redemptions (SDEPOSIT.PAS). Added CostBasis to VANNTX table definition in tblcreat.pas. For existing clients the Inscomm desktop query tool must be used to run an SQL query to alter table to add cost basis field. Added persistent field to VANNTX on MTPROD1 (product control center) for CostBasis. This change was required to use the CostBasis field in sub- sequent forms/screens. Removed the code to check for an existing product type and company when selecting a different cusip/fund code combination on Stock/Fund and Variable products entry screens. Then removed the event set on the Cusip field exit event and moved the code into the OnButtonClick event and also prompt the user if they want to use the Fund Name/Mgmt. Name from the cusip table. This modification was done to Stock/Fund edit, Vann. and Vlife subaccount edit. 3/31/2k Finished Investment Class Global Update. Added product category selection. Added Jake's report center online help link to help menu. 3/30/2k Fixed bug in Commission Report (RPTCOMM1) where after the result set was being obtained the additional filters were being applied using a Query Delete command rather than a filter command. 3/29/2k Fixed problem on Time Selection window so it would remember it's original size and position. Now writing the status/position info to registry. Modified Global Tags where using List was using old delete from result set method and have now changed to using a filter with a filter event. Global tags display window when listing tags was cutting off the first few pixels of the grid and the rest of the components. It was also cutting off the buttons and the edit boxes. Added Investment Class Global Update to Main Window Menu under the global updates sub menu. 3/27/2k Changed all reports so when UpdateLinearClientTable runs it will check to see if there is an update required and if so it will run it (only if other users are not already running it). Prior the update would occur only if noone else was already running it. It was not checking to see if an update was actually required. BrokerList window was not writing its form data to the registry. UseRegistry was set to false. 3/23/2k Added CostBasis field to Stock Deposit Edit Screen. Made changes to error handling in Stocke.pas on the depositedit section so that "Exit" was not used and a duplicate exception handler was not need. This provides for a single exception handler for Edit or Insert. Also added a TTable.Cancel so if an exception is raised then the edit or insert is backed out with a TTable.Cancel. Removed Cost Basis Field From Stock Deposit Edit until we can determine the best method to use for this field. 3/22/2k Added calculations to value to VANNE1 and VLIFEE1 when a delete is performed. VANN & VLIFE edits screens - Added prompt to ask whether to update subaccount values when a transaction is added. Removed (made invisible) the edit button on VANN and VLIFE edit screens. The user must delete the transaction then re-add it if changes need to be made. Added EraseTargetDirectory Check Box to Backup Screen. 3/20/2k Backup was changed to add Spanning = True and added a checkbox to allow on the fly verify. Restore program required some changes to allow proper restore on multiple disk/removeable media backup. Added CBVerifyDuringBackup to FormStorage1 to save/restore value each time the form is opened/closed. 3/17/2k Fixed problem with Balance not showing up on VANN sub account list. Changed size of font on buttons on Transaction List for VANN/VLife from 10 to 8. On Policy,Annuity,Stock,Vann,Vlife added display of Data and Time on Image container list. Changed Buttons on Annuity Edit Deposit Panel to use flat WP style buttons. Also changed all tabbed dialog top panel buttons to be Navy 8pt arial. Changed all Image Container screens to use consistent grid column def's. Added columns defs to RxDBGrid on ANNE deposit list. Fixed Vlife edit screen to use its own Registry section. It was using the VannEditWindow key. YOU MUST REMOVE THE KEY FROM THE REGISTRY OR THE VALUES WILL NEVER BE ASSIGNED AND THE GRID PROPERTIES WON'T WORK PROPERLY. Modified VANN.PAS and VLIFE.PAS and MTPROD1.PAS to add VANNSA,VANNTX, VLIFESA,VLIFETX to their respective forms and no longer use the tables that are opened on the MTPROD1 form. Added several Display and Edit formats to MTPROD1, VANN, VLIFE for fields which require or can take advantage of a format string for display and edit purposes. Change Progress (progress.pas) Form back to being a "stay on top form" Removed X on top right corner of all Product Edit screens so the Save or Cancel buttons must be used. Fixed update linear client table so it properly displays the status labels. 3/16/2k Bold faced Company and Product Type on Client Summary. Changed sort order of product listings on Client summary to order by company,producttype then date. Added IsDst to STOCK Edit and VANN Edit screens. Removed Transaction Balance from VANN Edit General Panel. Removed Transaction Balance from VLIFE Edit General Panel. Changed Transaction Balance to Transaction Total on VANN and VLIFE. Changed VANN Sub-account and Transaction grids to use Columns. Fixed alignment on aforementioned grid columns for dates and numbers. Added Global Update by CUSIP, Fund or Quotron Symbol. Fixed ImgEdit1 to delete temporary scan file from Private folder if the file exists when opening the view screen otherwise prior scans will show up on a new scan. Changed the formstorage on MTPROD1, CLIENTE1, LEADE1, ANOTEL, to remember the window state for Maximized windows to restore to maximized. Added column definitions to variable annuity for Sub-accounts and transaction. 3/15/2k Fixed IMGEDIT1.PAS to store/read scan file from users private folder. Removed all unused forms/units from project and moved the files to the ..\UnusedSourceFiles folder. 3/14/2k Finished Variable Life Reports. Revised all 3 Variable Annuity Reports. 3/13/2k Fixed Envelope Option screen to remove the word "ReturnAddress" from return address box. Fixed Query Tool so that the select state does not have to be in uppercase to work properly. 3/10/2k Fixed Import From Mass Mailing Screen. Would lock up during formatting of text to Assign into WPTools BLOB. Also added client import feature and corrected a bug in Lead Import (not setting Tag value). Change Progress Form to not be a "stay on top form" Added new $Literal to Import Map File to be able to assign the tag field a literal value. It will work with any field to add a literal string to any datafield. Added Query Tool To Main Window Right Click Menu. Added Variable Life Report To Product Dates, Agents, Companies Reports from reports menu. Still need to finish the details. 3/9/2k Correct problem with the 12/31/1899 date display when a date value is printed or displayed. Fixed this within RPTPD1, LEADRPT, CLIENT SUMMARY, MTPROD1.