| July 13, 2010 | |
| Order→Rooms→Detail | Day tag selection now optional. |
| Jun 4, 2010 | |
| Barcode Fill | New page to be invoked in cases where article quantity to pack is greater than 1. |
| Apr 9, 2010 | |
| Order Documents | Added [Order Price Detail],[Order Price Summary], [Rejects] for section to export stuff to spreadsheets. |
| Jan 4, 2010 | |
| Image List | Added [Add Order Image] button when an order filter is selected. |
| User List | Added image link to set password, and filter for name contains. |
| User Detail | Added link to set password. |
| Nov 27, 2009 | |
| Order List | Moved Status column left one, made Tag Type column a DynaColumn because more users are using Bar Code tags exclusively. |
| Administration - Download Data | Added mail attachments archive download. Reworked data snapshots for better usability. |
| Sep 18, 2009 | |
| Rejects by Reason / Article | Much detail added to documents, including article images, packages, size, location, room. |
| Sep 15, 2009 | |
| Order Detail | Order settings saved before [Recalculate Total] request is processed. |
| Sep 1, 2009 | |
| Assigned Tasks | Added ability for sender and any Admin user to close assigned tasks. |
| Order Documents | Added ability to include order notes on Packout, Detailed Estimate, Inventory, and Summary documents. |
| Aug 13, 2009 | |
| Order Package Items & Order Item Packages |
Disallowed changes to contents of packages marked complete - they must be "re-opened" to allow content changes. |
| Aug 12, 2009 | |
| Administration->Company | Added "Protect Packed and Shipped" setting to control whether non-admin users can manually update packed and shipped dates on the order detail status tab. |
| Order Detail->Status Tab | Packed and Shipped dates not edittable at all until Intake is marked complete, and after that, controlled by "Protect Packed and Shipped" setting on Company page. |
| July 21, 2009 | |
| Administration->Company | Added time zone offset. |
| June 23, 2009 | |
| Barcode Fill | Reject Rule added to control application of package-by-room rules for rejects. |
| Feedback | All pages now have feedback link at top right; feedback includes
contextual information and allows cc'ing of submission. |
| June 15, 2009 | |
| Order Images | Upload now accepts zip archives containing multiple picture files. |
| May 30, 2009 | |
| Reports->Top Items | Sales by category summary table added. |
| Reports->Collaboration | Last column changed from "Taxable" to "Net" - "Taxable" only makes sense in jurisdictions where everything is taxable. |
| Reports->New/Lost Contacts | Inactive customers/contacts excluded from "Lost" list. |
| Reports->Lead Time | Lead time Guesstimator table added at top of report. Days-to-Ship and Days-to-Pack calculations will use Pickup Date instead of order creation date where possible. |
| Orders->Documents->[Order Price] | Article code column added for transcription/submission to systems like Xactimate. |
| May 25, 2009 | |
| Administration->Download Data | Archive of order pictures now available for download. |
| Order Article Detail |
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| May 22, 2009 | |
| Maintenance->Articles | Available only to Admin users, a [Replace With] button for when you want to reorganize the articles on a price list and delete articles that have been used on orders. |
| May 21, 2009 | |
| Photo Album | New report/document
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| May 20, 2009 | |
| Images |
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| Maintenance->Customers | Added Group column and group filter. |
| Maintenance->Customers->Detail | Added Group entry box with picker. |
| Reports->Sales Ranking | Added Groups as rows with special prefix Grp: |
| Reports->Sales Region | Added tables for sales by insured state/province and insured city. |
| May 15, 2009 - Makeover Day! | |
| Order Rooms | Image link buttons added for articles, packages, and tasks of the room. |
| Maintenance->Articles | List of unpriced articles with links added to page footer. |
| Maintenance->Articles->Detail | Added "Usage on Orders" note. |
| Reports->Sales Detail | Miscellaneous charge details now optional. |
| Reports->Collaboration | Hopefully made report more useful by merging rows where collaborator played multiple roles. |
| Reports->New/Lost Contacts | Hopefully made report more useful by merging rows where collaborator played multiple roles. |
| Reports->Top Items | Total row added. |
| Reports->Sales Monthly | Average sale column added. |
| Reports->Lead Time | Several columns added. |
| Home->Orders | Allow choosing of buttons on list, added link to task list filtered for order. |
| Home->Task List | Special layout when tasks for only one order are selected, link buttons to task calendar and delivery schedule reports for authorized users added to table footer. |
| May 14, 2009 | |
| Sales Claim Type Report | Reworked to be more useful. |
| Maintenance->Articles | New Page provided to copy sets of articles between price lists, categories and groups. |
| May 13, 2009 | |
| Reject Savings Report | Renamed Rejects and Redos, added lots of info. [Run Now] option removed to avoid affecting performance for other users. |
| Storage Report | Added packages-per-location for orders occupying multiple. |
| Sales Pieces / Top Items | [Run Now] option removed to avoid affecting performance for other users. |
| May 9, 2009 | |
| Maintenance->Articles | Big revamp includes filtering, factor multiplication, order price locking. |
| Order Article Bulk Redo | New Page, allows application en masse of a redo reason to a selection of order items, as well as optionally adding to the article notes. |
| Order Article Bulk Reject | Added default reject note value. |
| Order Article List | Added links to Bulk Redo and Bulk Reject for the current selection of order items. |
| Order List | Start at Order filter added for when you know the order number and want to jump to it. |
| May 7, 2009 | |
| Order Mail | Request Read Receipt control added. |
| System Help |
Changed "help is available" indicator from to ,
and added help for order article tag printing page. |
| Lookup Tag | Price list selector added to filter article selectors. |
| May 6, 2009 | |
| Reject-and-Pack | When using barcode fill for a reject package, if item scanned is not rejected, operator can provide reject values to reject-and-pack in one step. In support of this feature, Order Package Add now allows creation of reject packages even if no articles on the order have been rejected. |
| Redo Tags | "Redo Reason" select box added to intake touch and item detail page. Assigning redo reason will force item price to 0. "Is Reject" and "Is Redo" values added to Maintenance->Reject Reasons to control whether reason shows in picklist for reject reason and/or redo reason. System usage report reorganized with redo statistics added. |
| Price Lists | Price Lists added to Maintenance menu. Article categories now belong to price lists. Maintenance->Customers now has default price list selection. Order detail finance tab now has price list selection, value will default from Customer. Price List report now has price list selection. Intake touch page will only show categories-groups-articles from current order price list. Article detail now has "Code" value for articles that may be equivalent to those from other systems like Xactimate. Non-blank item codes cannot be repeated on a price list. Article code shows on price list in non-grouped format. |
| Order Info | Order inquiry suitable for most mobile devices added to Home page. |
| Room Name Picklist | Order Room detail now has picklist for room names, populated from Removal Types. "Is a Room" value added to Maintenance->Removal Types to control whether removal type shows up in picklist for room names. |
| Apr 30, 2009 | |
| All Pages | Most mobile devices auto-detected, Tromis will suppress logo, banner and most quicklinks to make more pages usable on mobile devices. |
| Apr 23, 2009 | |
| Storage Procedures | Link to storage procedures guide added to help for order packages, barcode move, and bulk move pages. |
| Administration->Download Data | Added programmable interface capability. |
| Apr 22, 2009 | |
| Mobile Device Interface | Special login and functionality for cell phones and stuff. |
| Matrix Report | Optional pro-rating of sales in current month to full month. |
| Apr 8, 2009 | |
| Order Article Detail | Reformatted for compactness and usability. |
| Apr 6, 2009 | |
| Throughout Tromis | Explanatory text added to clarify and/or explain the use of some input controls. |
| Mar 21, 2009 | |
| Reports->Price List | Added ability to print list grouped or ungrouped, as well as specifying a price multiplier and report title, so one could print a "Custom" price list with all prices modified by 15% and a report title "Restoration Prices for Insurer AA" |
| Barcode->Delivery | Changed remote terminal program to relax terminal time sanity checks, because the terminal was getting messed up at every daylight savings time transition. |
| Feb 20, 2009 | |
| Home->Farm-Outs | Added tag count and returned count (if not complete) to list. |
| Feb 19, 2009 | |
| Intake->Touch and Intake->Touch->Labels | Changed default starting tag number to 1000 because it's easier to click on 4 digit tag number. |
| Feb 16, 2009 | |
| Reports->Delivery Schedule | Added separate table for Order and Room delivery tasks. Added option to organize by customer region or not. |
| Feb 14, 2009 | |
| Reports->Open Farmouts | Added new report. |
| Feb 11, 2009 | |
| Order Item Detail and Lookup Tag | Added article list filtering capabilities. |
| Feb 10, 2009 | |
| Maintenance->Package Types |
Added icon to allow setting of location rules for package type. |
| Feb 8, 2009 | |
| Maintenance->Articles | Added Units column and Name Contains filter. |
| Feb 5, 2009 | |
| Sales Pipeline Report | Added Average per Bag Last 365 Days as information. |
| Feb 2, 2009 | |
| Empty Packages | Now cannot be marked complete, or loaded or shipped or moved. |
| Mass Rejects | Order item rejects page now has [Reject All] button that goes to page where a reject reason and reject note can be applied to all items shown on reject page. |
| Order/Room Cleaned | Order and room detail now have a new date value for when the items for the order or the room were cleaned. These dates are used with clean tasks. |
| Jan 26, 2009 | |
| Order Number Change | Added [Change] button beside order number on order detail, to allow changing of order number. This is most useful in early stages of Tromis usage, as well as at the start of a year. |
| Dec 3, 2008 | |
| Lot Tags | Added ability to turn auto-save of notes on and off. |
| Instruction Maintenance | Provided to work with instructions auto-saved from lot tag page. |
| Dec 1, 2008 | |
| Package Labels | If a printer name is specified, versions of Acrobat Reader > 6.0 will select the specified printer and open the print dialog. Print format can now be chosen, either Avery 5163 or Label Printer which prints one page per label. |
| Lot Tags | From order articles page, new button [Lot Tags] goes to a page where lot tags with instructions and suggested storage locations can be produced. Printer can be specified. Formats are Letter, for a regular 8.5 x 11 page, or Receipt, which is tag per page. |
| Navigation Bar on Reports | Navigation bar from Tromis now shows in report previews, should not print. |
| Nov 21, 2008 | |
| Order New | Packout lead added. |
| Intake Touch | Fixed bug where room buttons failed to show if room was mandatory and only one room existed. |
| Order Detail | Fixed javascript error from [Add Note Line] on notes tab. Packout lead added to packout tab. |
| Pipeline report | Added column for packout lead. |
| Net Invoice | Reorganized totals box to make taxable charges more understandable. |
| Oct 19, 2008 | |
| Delivery Schedule | Information added to Delivery Call List report to allow it to also serve as a delivery schedule. |
| Tromis Activity Email | Now shows rejected orders as long as last record change on order header is today. |
| Sept 30, 2008 | |
| Sale Detail Report | Now shows extra charges. |
| Tromis Activity Email | Now shows rejected orders as long as last record change on order header is today. |
| Sept 22, 2008 | |
| Order Rejects Page | Now allows updating of reject information "in-place". |
| Overnight Job | Each night at 11:15 Eastern, a job will run to mark orders done where all articles are packed, intake is complete, and more than one article exists. The job will also mark orders shipped meeting the same criteria and having all articles shipped. Last, the job will send an email summarizing what was done to the company email address. |
| June 14, 2008 | |
| Barcode Tag Printing | Posted beta 2 of Tromis Tag Printing program to Home->Barcoding menu. |
| April 15, 2008 | |
| System Usage Report | Changed to only allow submission to background, to decrease contention with interactive performance. |
| Intake | Moved Scan and Enter buttons renamed to Entry Mode and Scan Mode, and moved to main button bar to eliminate confusion. |
| April 5, 2008 | |
| Intake Random | Changed intake touch page to use an approach for scanning article tags that does not cause a problem on Internet Explorer 6+. |
| February 27, 2008 | |
| Tromis Ad-Hoc Data | On the Administration->Download, we've added a link for TromisLib, which provides methods for you to work with your downloaded data archives using Microsoft Access. |
| February 5, 2008 | |
| Article Brands | The article brand name is no longer a windows-style combo box on the article detail, but has reverted to a standard select box. The best technique to use the standard select box is to enter the first letter of the desired value, then use alt-down to open the select box, positioned at the right letter, then the arrow keys to select the entry you want, and TAB key to close the select and continue on to the next control. In support of this feature, we've added the [Add New Brand] button so you could add new brands as you need them, and restrict access from your worst spellers. If you go to Maintenance-Brands and click on a brand name with a funny spelling, you can replace all instances of it with the one that is spelled correctly by using the [Replace] button. |
| Order Rejects | For performance reasons, the table portion of the page will no longer be edittable, rather, you will need to click on the tag number to set reject information for an article. The page now better serves the purpose of being able to review all rejection-related information quickly, even if the actual updating is a little slower. |
| Session Timeouts | On Administration->Company, is a new entry box, "Session Timeout in Minutes", wherein you can specify how long the server waits on an idle session before ending it. This entry will have an impact on the Hours Online column of the System Usage report, in that if a user closes the browser or finishes working without clicking on Logout, the system will show them as being online for the time up to their last activity plus the session timeout setting. Bear in mind that too low of a session timeout setting can be annoying to users, because they will need to log in again each time they are timed out. |
| Intake Quantity | On Administration->Company, is a new entry box, "Warn if Intake Qty >", which controls at what quantity the intake page will ask the user to confirm their input. This feature is provided as a poka-yoke to avoid ridiculously high quantities caused by input errors. |
| Price Changes | Added a new select control - "Lock Article Prices" to Administration->Change Prices, wherein you can mark up all prices by a percentage. The new control addresses how you want the prices on open orders to be treated. |