Tromis What's New

February 1, 2012
Order Cleaning Status	new option on home page for auto-refresh order inquiry with tags to be cleaned, sorted by clean due date
Order Packing Status	new option on home page for auto-refresh order inquiry with tags to be packed, sorted by clean due date
Orders→Articles→Barcode Clean	New page provided to record article cleaing work with barcode scanner.
Orders→Articles→Mark Clean	New page provided to record article cleaning on multiple items at once.
June 13, 2011
Order Documents→Contract	changed default heading with key "ContractHeader" other text comes from Administration→Strings where Key starts with "ContractPara"
Administration→Strings	Provided guidance on values that can include substitution variables from Company, Customer, Order information.
June 13, 2011
Lookup Tag	Added ability to search by date packed.
Outsource Tasks	Task date is now minimum of order clean due date and room clean due date for any room from which outsourced item comes.
March 24, 2011
Estimates & Tally	To do an Estimate: orders on Hold should not show in sales reports we recommend placing "Estimate Only" in Hold Note consider also placing the word Estimate in the Insured Name Detailed Estimate and Estimate documents now include tagged articles and tally records that have not been used to generate tags Tally Improvements report will now exclude tally records that have been used to generate tags report will now include tagged articles
Sales by Region Report	Now includes date type selector.
March 24, 2011
Storage Report	Includes completed packages, not yet loaded, but not stored anywhere.
Preferences	New setting to control whether reports are shown in a separate window/tab.
March 5, 2011
Several Reports	Changed name of "Date Done" filter to "Date Packed", and added "Date Tagged" as filter between "Date Created" and "Date Packed".
December 25, 2010
All Pages	Lock icon added at top right for administrators to set access rules for current page.
December 23, 2010
Administration→Companies	Added several system control and new order default values taken from Administration→Settings. Changed "Activity Report Recipients" to accept multiple email addresses.
Administration→Settings	Page removed.
Daily Activity EMail	Now includes table for current and overdue tasks.
Reports→Task Calendar	Now includes assignee column for all tasks. Assignee will show as order lead, task assignee on assigned tasks, or packout lead where specified on pickup tasks, or the primary administrator where no order lead is chosen.
Intake Complete EMail	Now goes to Order Lead email, if specified, as well as company email.
December 12, 2010
Home→Preferences	Added "Order Sections" value to allow use of tabs instead of image buttons to navigate around an order.
All Page Footers	Added "Quick Links" to old Maintenance,Reports, Administration menus for devices unable to use drop-down menus.
Order→Detail	added footer to several tabs with links to related documents and pages colored mandatory entries light yellow added formatting to correspondence on Notes tab added links to attachments in correspondence on Notes tab
Order→Documents	Package Locations now always uses Packages Filled but not loaded Package Delivery now always uses Packages not delivered Exports now have columns at left for order, customer, insured
Order→Packages	Footer now includes links to documents and order location restriction page.
Order→Bulk Reject	Now includes selector for handling of reject prices.
Order→Charges	Explanatory notes added below buttons.
December 7, 2010
Home→Orders	Added [Export] button for users with email address, to send info from all currently selected orders in spreadsheet.
Tally	Added [Room is Done] button for when last item from room is tallied.
Room Detail	Added "Tally is Complete" checkbox to indicate whether tally is complete for room.
November 22, 2010
Tromis Client	Updated with new capabilities, including: tally - quick inventory, optionally by room and/or bag tagging - full inventory storage - track storage and movement of packages loading - track placement of packages on truck shipping - track delivery of packages to claim site
Order Articles	"Start Tag" filter changed to "Tag Range" where both from and to tag numbers can be specified. Selection will carry through to bulk print, reject, redo and change room pages.
Order Rooms→[Add]	Room name pick list changed to table of "Quick Add" links, populated from Maintenance→Removal Types where "Is a Room" is true to create typically-named room with one click.
Order Tally→Bags→[Add]	New line under buttons to generate n bags with specified prefix for selected room.
November 20, 2010
Order Articles	New button [Change Room] to move multiple articles between rooms en masse.
Administration→Companies	New checkbox "Tally by Bag" to force on-site tally to specify bags.
Order Tally	if "Tally by Bag" is specified on company: Will show row of buttons for bag selection during tally, bags are associated with a room. Will show [Order Bags] button to create bag definitions. new button [Generate Tags] will appear when order subtotal is < .01 and tally records exist. Note that the button should still appear if only rejects have been tagged.
Maintenance→Units	New checkbox "Explode Tally" to control whether quantities of articles using the unit should result in multiple tags. "Each", "Pair" and "Pieces" are defaulted on.
Article Tag Printing	new section "Tally Tag Settings" with select box "Room - Bag" will appear if tags have been generated from tally, to print article tags with bag and article type information. new button [Run Tally Tags]
November 1, 2010
Tally	Added link to download remote tally program to be used when claim site is out of reach of internet.
October 20, 2010
Tally	New page to be used for on-site or preliminary inventory.
Order Detail	Added [Tally] button for access to Tally page.
Order Documents	Added [Tally] button for Tally report, note that the disclaimer note shown at the bottom of the report can be customized from Administration→Strings [key contains "OrderTallyNote"].
Order E-Mail	Added Tally checkbox for including Tally report as attachment.
Maintenance→Package Types	Added "Item Capacity" column to help in guessing the number of packages required to pack an order.
Orders→Packages→Add	Added "Guessed Need" column with suggestion button like to auto-enter the number of packages to add based on Item Capacity for the package type.
October 18, 2010
Home→Campaigns	Added [Constant Contact] button and related pages to import campaign and recipient information from Constant Contact
October 5, 2010
Administration→Company	Added "Use Barcode Tags" value to control whether the order new page defaults to barcode tags.
Orders→Add	Tag type will default to "Bar Code" if company setting dictates. Gave mandatory values a yellow background for emphasis. Changed occasionally wonky insured city control to simpler picklist.
September 26, 2010
Intake→Touch→Tag Printing	Added "Last Tag Printed" line and warning message in cases which may indicate a re-printing of a range of tags.
September 16, 2010
Home→Correspondence & Order→Correspondence	Added Follow-up button to add follow up task to any message, whether it be email, phone, fax, letter, fax...
...→Correspondence→Detail	Added button to add follow up task to thread.
September 9, 2010
Home→Correspondence→Detail	Allow task creator and Admin users to change time due on an assigned task.
September 3, 2010
Home→Correspondents	special filters added to help with data cleansing and list building. [Export] button added to take current list selections to Excel or other .csv handler for mail merge or checklist creation.
Home	Added table for current tasks assigned to current user above other tasks.
Home→Task List	Added filter for assignee.
Maintenance→Customers→Detail	Added "Statistics" element to show activity and value for customer.
Maintenance→Customers→Contacts→Detail	Added "Statistics" element to show activity and value for contact.
Reports→Activity Summary	New report shows activity and value summary for all organizations and/or contacts.
Reports→Task Calendar	Added table at top of non-order assigned tasks.
Correspondence→Detail	Added task note box which will be enabled for the task creator, the assignee, and Admins.
Administration→Company	Added Current Task Days box to control which tasks are considered "current".
September 2, 2010
Home→Correspondents	New page presents organizations and contacts in a flat, searchable list with links to send email, letters and faxes, as well as record other contacts, outside the scope of an order. Also provides links to customer detail, contact detail, contacts for customer, and [Add Prospect] button to add an organization where Can Buy, Can Insure, and Can Refer are all unchecked.
Correspondence→Detail	Now allows addition of attachments, so that Tromis-generated documents which get modified, or reply messages can be saved back to originating message.
Order→Correspondence	New button [Letter] goes to page for composing letters
Order→Correspondence→Letter	New page for composing letters, including assignment of follow-up task, optional generation of logo or allowance for letterhead
Home→Correspondence	New button [Correspondents] goes to page for correspondents page described above
September 1, 2010
Order→Correspondence	New button [Fax] goes to page for composing faxes
Order→Correspondence→Fax	New page for composing faxes, including assignment of follow-up task, optional generation of logo or allowance for letterhead
Order→EMail	Added ability to assign follow-up task.
Order→Documents→[Rejects]	Claim number, when available, added to page header.
August 20, 2010
Order→Articles→Detail	Articles that have been packed or partially packed will no longer allow changes to reject reason.
Order→Articles→Rejects	Articles that have been packed or partially packed will no longer be included on this page.
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	for rejected items, will now include rejector's name and date of rejection. Since this feature required new database columns, all existing rejectors are set to the tagger, and the rejected date is set to the creation date of the record for outsourced items "farmouts", outsource-to vendor can now be overridden up until the time the item is placed on a purchase order or marked "returned" or "cleaned"
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 added as [Album] button on image list for report of currently selected images special layout if images from only one order are included produced as RTF document, edittable with word processors can be printed using [Album] button from Order→Documents page can be emailed using Album attachment check box from Order→Mail page
May 20, 2009
Images	images can be added and viewed from Order, Room or Article detail new link on home menu to work with all Images new images button for orders order images can be attached to order emails
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.