1. Profiler - Application Landing Pages Datafile 2018 and above This new feature extends the option for Landing Pages to ProFiler applications.     You have all the options as per the standard applications – record filters and conditional highlights, definable quick action l... Read More
2. Landing Pages - Copy Configuration between Users With the increased flexibility of landing pages – allowing users to sort and group data, filter content and to include their own data items – then a desirable requirement is to copy the configuration from one user to a new user, or to existing us... Read More
3. Landing Pages - Additional Options From Datafile 2018 a new Landing Page tab is available on the Datafile ribbon.  This tab includes access to the filter, summary and properties of the landing page but also allows some additional features.     The new options available... Read More
4. Sales / Purchase Order Processing - Quick Form Order Generation - Additional Features for Change Order Status Quick Form Order Generation – Apply Cost Checks   Sales Order entry has the ability to validate the selling price of an entered order line against the stock items cost price – warning if below cost and optionally preventing entry without us... Read More
5. Stock Control - Stock Availability Enquiry Stock Availability Enquiry   When receiving customer enquiries, you may be asked to check the availability of a stock item.  Existing Ledger Enquiry tools allow you to review what’s currently in stock, what’s reserved for custom... Read More
6. Cashbook - Global Transaction References Global Transaction References   When posting Receipts and Payments within the Cashbook then the system has the option to increment references – historically this has been used for paying in slip references for receipts and cheque numbers or p... Read More
7. Contact and CRM Management Contact Management is a new accessory for Datafile 2017.  CRM, or Customer Relations Management, means different things to different people.  The Datafile application allows for the recording of Contacts and Activities against a Customer an... Read More
8. Landing Grids As part of the Datafile 2017 the Landing Grids have been enhanced to add additional features and user flexibility.        Overview   On initial open of an application the system will retain the existing customisa... Read More
9. Mandatory Extra Input Items Diamond and Premier Only Each of the Stock Transaction processes allows, for batch/serial flagged items, up to five extra items to be recorded per individual batch/serial (subject to screen limitations). These extra items can be set to be view-only... Read More
10. Application Pick Lists - Change Order Status Diamond and Premier Only This feature allows for the option to change an order status as a pick list action. This option would allow, for example, a review of works orders to trigger updates to move the order from hold to active status. Selectin... Read More