WinTOTAL Aurora (v5) – June 8, 2007 Update
This update contains improvements throughout WinTOTAL.
Addenda PowerView:
- Using the option to Print Current Form while in the addenda split screen will now print the text addendum to the main printer configured in WinTOTAL.
Comps PowerView:
- Choosing to import comps from old reports after deleting photos will no longer restore those photos if report was not saved first.
- When using a letter size major form, going to the Comps PowerView now adds a letter size comp photo page automatically.
- Placing multiple comps from the database into a report then switching to the Forms PowerView quickly now works correctly.
Contacts PowerView:
- Editing an Appraiser contact will no longer remove the license date information.
- Editing an existing Company contact will now populate the correct data when any associated contacts are used in a report.
Contents:
- To help you quickly navigate to forms when adding them into your report, WinTOTAL now remembers the last form selected when returning to Contents.
- When previewing forms in Contents, default data, logos and your company name will now display.
- The number of pages a filler page should occupy on the Table of Contents form can now be edited using the Rename link.
Desktop Billing:
- The interface for entering client fee tables and editing your products list has been updated. You can now add your own custom products and payment methods.
- Only billing related invoice fields can now be edited on signed reports.
- Adding a contact from the Appraiser Options tab in Fee Setup of Desktop Billing now has Appraiser checked as the default contact type.
- Default products and fees can now be set from the WinTOTAL Configuration Utility.
- Marking a report as paid in the Billing PowerView now updates the Bill Paid Date on the order form.
- Selecting a contact without data in the “Address 2” line will no longer insert a blank space on the Invoice.
- The Automatic Tear Off w/logo [ltr] [client] invoice no longer has an extra date calendar.
- Fixes a problem in which the billing icon would show in the Files PowerView for reports that no longer have Desktop Billing enabled.
- With Desktop Billing enabled, recent responses will no longer populate the invoice. All editing is done inside of the Invoice editor.
- Choosing Cancel on the Enter Client Payments screen now closes the dialog box correctly.
- Client fee tables with a long list of fees now display a scrollbar in the Fee Table edit window.
- Deleting a report from the Appraisal Desktop no longer automatically cancels the invoice in Billing.
- Delivered Date now filters management reports correctly when used.
- Restarting the Appraisal Desktop no longer loses custom sorting in the Invoices view of Billing.
- The calendar icon on invoices is no longer available outside the Invoice Editor.
- CTRL+D to insert the date can now be used on a signed report.
Files PowerView:
- Invoice numbers are now able to be displayed for reports in attached directories.
- Priority Code now transfers from the Order PowerView to the Files PowerView.
- Advanced features have been implemented to ensure damaged files can be recovered.
- You can now search by “Order Date” when using the “Advanced Find” options.
- “Appraiser Delivered Date” column now displays correctly.
- Searching by “Bill Due Date” now returns the correct results.
- New reports will now show correctly in the Files PowerView when creating one by typing a report description and immediately merging from another report.
General:
- Printing to PDF and saving the PDF to a folder that is no longer valid, you’re now prompted for a new file location.
- Merging additional image forms from another report will now work correctly if that form already exists in the current report.
- When cloning a report, fields that have been set for 2 decimal places in the original report will be carried forward to your current report.
- When merging data from an existing report, blank contact fields will not populate with the merged data when a contact has already been selected.
- Carriage returns in empty fields no longer keep data from merging into them.
- Choosing “Restore” for an open report now restores the window to an adjustable size.
- When using the WinTOTAL Data Import Wizard, it now correctly displays subfolders, and does not show unnecessary folders.
- Tab navigation has been added to the WinTOTAL Print Engine dialog.
- Merging correctly brings in non-transfer fields from invoices.
- Opening a report with the old Additional Listings page now opens the correct form.
Images PowerView:
- Images can now be copied and pasted from the Images PowerView to the Forms PowerView.
- Previously, the address did not automatically populate when selecting an unused image from the database. This has been corrected.
Maps PowerView:
- Ampersands (&) in addresses will no longer be converted to underscores.
- When editing maps, icons that have been rotated display correctly.
- An issue has been resolved where printing driving directions in the Map Wizard would switch the default WinTOTAL printer.
- When a comparable is less than one block from the subject, the distance will now properly fit inside the balloon.
- When changing the mapping options at the bottom left of the Maps PowerView, changing the "Display city, state and zip" option will now be saved without needing "Display direction from subject" checked.
- Downloading only flood data or only a flood map will no longer remove existing comp proximities from the Information panel.
- Manually placing the subject from a non-flood zone to a flood zone, will now allow you to continue to step 4 if WinTOTAL is configured to place a flood map in the report only if the subject is in a flood zone.
- When reopening a downloaded location map with a zoom factor in which the width of the map spans two miles, the correct scale at the bottom right of the map will now be displayed.
- An issue has been fixed where getting driving directions from the WinTOTAL Map Wizard would label Comparable 1 as the Subject.
- A “Cancel” button has been added to every step of the Map Wizard.
- Editing a flood map now allows you to change the location of the subject.
- An issue has been corrected where editing a flood map or a location map and going back to the beginning of the wizard would add another map to your report instead of editing the existing map.
- Re-downloading a location map around a new center point followed by zooming in or out no longer changes the location of the property on the map.
- For dual monitor users, the Map Wizard now opens on the primary monitor if set to open on a secondary monitor that is no longer connected.
Orders PowerView:
- We’ve fixed an issue where focus was lost when saving an XSite integrated report when no client was entered on the form.
- Manually saving a report now puts the cursor in the “Report Description” field if one is not present.
- When entering an address, the flyout message that appears at the top indicates how many properties are within one mile of the address entered. This count will no longer include reports in the Deleted Items folder.
- Fixed an issue where having "Extended Info" checked would auto-check the "Order Map" option after closing a report.
- We’ve addressed an issue where saving a report when the cursor is in the Report Description field would not lock the field after saving.
Pocket TOTAL - New forms:
- General Purpose 2-4 Unit [Lgl]
- General Purpose 2-4 Unit [Ltr]
- General Purpose 2-4 Unit [No Sig.][Lgl]
- General Purpose 2-4 Unit [No Sig.][Ltr]