Version History

Version 2.0.57.0

• New Document Storage - Allows files to be uploaded and stored with in the Customer and Leads

• Documents are encrypted before they are uploaded and stored using an AES encryption (Half TSA key and the other half is individually randomly generated key)

Version 2.0.56.3

• Analytics -> Outstanding Orders -> SalesOrdersOutstandingLines GridView - Fixed extension with x name already rendered error.

• Emailing - Incoming (forwarded) email address and customer contact mactching was case sensitive so did not always match customers.

• Start backbones for Rackspace CloudFile Document Storage

• Added NuGet openstack.net

Version 2.0.56.2

• Customer Grid - Added Previous Trading Status and Previous Turnover Band columns and the date they changed.

• Customer Details -> Invoice History -> Added Currency and Local Currency Value columns

Version 2.0.56.1

• Analytics -> Outstanding Orders -> New Outstanding Sales Orders Chart.

• Analytics -> Outstanding Orders -> New Forward Sales Orders by Month By Customer Datagrid.

• Customer Details -> Forward Product Sales Orders: Was incorrectly using order line Required Date not Estimate Date (Changed rtForwardSalesOrders.sql)

Version 2.0.56.0

• Customer/Lead Grids - the 'Last Interaction' and 'Next Folllow-Up' columns are now hyperlinks, When clicked it will show a pop-up containing details of the previous 'completed' interactions, or future Follow-Ups (pending/overdue interactions).

• Leads - Added the ability to merge one Lead into another Lead, the source Lead is them marked as deleted.

• Analytics - Summary of Orders & Invoiced Sales: Calendar Year - Added Orders MTD column.

• Call Lists - Added financial month, year to date and last year columns to the Customer Call List Data-Grid.

• Call Lists - Maximum customers per Call List has been increased from 500 to 5000.

• Call Lists - Any user can now deleted un-started Call Lists, Previously this was only Admin users.

• Emailing - Deleted leads were still displayed in the new Email customer/lead combo box.

• Retain last 90 days of Activity Audit (rather than 30 days).

• Added post code key to site information stats.

• Place TryExcept around GetCustomerChunk() to help identify failed customer imports relating to data field conversion.

Version 2.0.55.0

• Territory Enquiry/Power Filters - Added a new option of 'Show as Heat Map' under Map View Settings

• Customer & Lead Detail - The 'Expanded' option in Show/Hide/Favorite Panels was being ignored for the Email Panel

Version 2.0.54.1

• My Analytics - Customer Profiles - Sales Performance By Category - Calendar Year - Bug Fix, Drill down data was not showing if the Analysis_1 contained a forward slash.

Version 2.0.54.0

• My Analytics - Added Product Group 1&2 columns to the Product Sales Performance: Calendar Years and Product Invoice Statistics: Last 12 months data-grids.

• Call Lists - Added Customer Main Postcode as a new column to the customers data-grid.

• Customer & Lead Detail - Show/Hide/Favorite now enabled for the Customer/Leads - Custom Fields Panels.

• Lead Detail - Product Group 1&2 - Not Brought in Last 12 Months has been renamed to Product Group 1&2 - What Similar Customers Purchase.

• Admin Menu - 'Show/Hide Panel' renamed to 'Panels - Show/Hide/Favorite'

Version 2.0.53.1

• My Analytics - My Highlights & Actions > Added a new 'Customers have ordered in last 10 months but there are no future Interaction Follow-Ups' clicking the hyperlink will take you to theses customers. (New system setting of 'customer_orders_no_followup_months' and defaults to 10 months)

Version 2.0.53.0

• Customerdetail - Added a new Product Group 1 & 2 Monthly Sales Panels:

  • Two new data-grids one for Product Group 1 and another for Product Group 2

  • Shows the last 24 months invoiced sales plus past 12 months totals

  • Sales are highlighted as green cells so its easy to pick out gaps and sales trends.

  • The Product Group 1 is highlighted green/grey if the Customers Preferences are set.

  • Drill down to individual invoice lines showing Product, Invoice Number, Order Number, Qty and Invoice Amount.

  • Drill down to individual products and their past 24 monthly invoice sales.

  • The individual products also include the company best sellers and the rankings even if the specific customer has not purchased them.

Version 2.0.52.0

• Added Two Factor Authentication (This can be Disabled, Optional or Compulsory)

• Added Combo Sequence to the Leads Status Table (Admin -> Lookup Tables)

• New Create Leads API - For example this could be executed from the Contact Us part of your WebSite and a Lead is created in Toucan.

• New system defaults: Lead API Settings for Sales Rep ID, Lead Status and Lead Source (If set in the API JSON they will overide defaults)

• New Lead 'Waiting Approval' process, only pre-defined Users can see newly created Leads with a Status of Waiting Approval. (The system default is all users)

Version 2.0.51.0

• New Flash Notes - Theses are usually shown to users after they login, if there are multiple notes then as buttons along the top of the home page.

• Added an Export and Column Chooser to the Call List Customer Grid.

• Under some situations Interaction Stats where not bein re-calculate overnight.

• Added internal Toucan Surveys & System Notifications

• When deleting a user it now deletes all the user settings data first

• Revert User Cache being stored solely with in memory, No noticeable speed increase and retrieval gaps.

• User Login now waits for the clear users cache/memory to finish before it continues to the home page.

• Emailing - Realign email form buttons so they are further apart from each other.

• Temporary revert System.Data.SQLite to 1.0.117

Version 2.0.50.0

• New Favorites in the System Defaults and User Settings 'Show/Hide Panels' - If a panel is set to a favorites a Yellow Star will show in the Panel

• Analytics - New Customer Retention Stats Panel & data-grid

• Analytics - New Calls & Visits Profile data-grid showing Calls & Visits by Sales Rep for past x months along with Trading/Lapsed Customer count.

Version 2.0.49.1

• Analytics - My Highlights & Actions - The interaction Customer/Lead hyperlink counts now use Caching.Memory rather than TempData[] to store the customer/leads lists (passed to Customer page), TempData[] had a short time out so loosing the list in memory if user stayed on the Analytics screen to long with out refreshing it causing a null error.

Version 2.0.49.0

• Introduce data-grid scrolling that allows users to scroll down the grid along with/or instead of grid paging, This can be enable system wide or per user. There are 3 modes: Disabled (Current default), Page scrolling that combines current paging along with new scrolling showing more per each page or endless scrolling that loads data as you scroll down the grid (down side to endless is you cant jump to the last or see how many records).

• User Settings -> Users can now set their own Data-Grid type (Click Setting top right).

• New Grid System/User Setting - Scrolling: 0=Disabled 1=Page Scrolling 2=Endless

• New Grid System/User Setting - Scrolling: Page Count/Load Count

Version 2.0.48.0

• Customerdetail - Sales Invoice Patterns have now changed from individual year by year to one line per product for the last 24 months including a new drill down to invoice detail.

• Customerdetail - Sales Order Patterns have an additional Order Patterns Grid based on the last 24 months including a new drill down to order detail.

• NuGet: System.Text.Json from 8.0.3 to 8.0.4 (Vulnerability Update)

Version 2.0.47.1

• User Cache is now stored with in memory using the Microsoft.Extensions.Caching.Memory rather than held and looked up with in the database.

Version 2.0.47.0

• Analytics - My Highlights & Actions -> New panel showing New Customers, Leads, Message and other notifications along with active call lists.

• Analytics - New Customer/Leads data-grid (hyperlink from panel above), This lists new Customers/Leads along with a Review/Checked button to remove them from your list.

• Notifications - New notification type column in the data-grid to show the source/reason of the notification.

• Notifications - Read All button no longer sets direct User to User messages as Read, user has to do this manually to show its not missed.

• Notifications - New 'Manager Gets All Customer Related Notifications' setting Managers by default will no longer get Customer related notifications.

• New NuGet:

• Introduced Microsoft.Extensions.Caching.Memory Version 8.0.0

• Updated NuGet:

• EntityFramework from 6.4.4 to 6.5.1

• Microsoft.Owin.Security.Cookies.4.1.1 -> Microsoft.Owin.Security.Cookies.4.2.2 (Vulnerability Update)

• Microsoft.Owin.Security.OAuth.4.1.1 -> Microsoft.Owin.Security.OAuth.4.2.2

• Microsoft.Owin.Security.Twitter.4.1.1 -> Microsoft.Owin.Security.Twitter.4.2.2

• Microsoft.jQuery.Unobtrusive.Validation from 3.2.12 to 4.0.0

• NLog from 5.2.8 to 5.3.2

• Newtonsoft.Json from 13.0.2 to 13.0.3

• NodaTime from 3.1.10 to 3.1.11

• jQuery.Validation from 1.19.5 to 1.20.0

• System.Runtime.CompilerServices.Unsafe from 4.7.1 to 6.0.0

• DevExtreme.AspNet.Data from 2.9.2 to 4.0.0

• System.Text.Encodings.Web from 6.0.0 to 8.0.0

• System.Text.Json from 6.0.9 to 8.0.3

• Stub.System.Data.SQLite.Core.NetFramework from 1.0.115 to 1.0.118

• System.Data.SQLite.from 1.0.115 to 1.0.118

• System.Data.SQLite.Linqfrom 1.0.115 to 1.0.118

• System.Data.SQLite.EF6 from 1.0.115 to 1.0.118

• System.Data.SQLite.Core from 1.0.115 to 1.0.118

Version 2.0.46.0

• Interactions - New Successful field, This is shown in the interactions data-grid and calculated over night setting any Visit Interactions as Successful if the customer has ordered with in x days of the interaction due date.

• Diary - If a successful interaction and it exists in the Diary then the diary label type is updated to Success, This uses Type 99 and should be defined in the Diary Labels Table.

• Analytics -> Invoice History - Added Channel and Sales Rep columns to data-grid.

Version 2.0.45.0

• New Territory Enquiry - New menu option to show customer/leads on a Google Map, a faster way than having to create a Power Filter.

• Power Filters: New Filters to show customers over a total customer spend of x amount or any customer who has an Individual order/invoice over x amount.

• Power Filters: New Trading Filters for HAVE Purchased and have NOT purchased by Date range, Product Group 1, Product Group 2, Stock Item and Sales Channel.

• Power Filters: New Trading Variance Filter based on a percentage variance of up or down sales over a defined period.

• Power Filters: New customer/lead 'created since' date filter under Activity Filters.

• Power Filters: Contact View Data Grid - Added Created Date column.

• Power Filters: Region Filters now works on if either of the Town,County, Postcode matches then include the customer, before hand for example if you populated town and postcode the customer address had to match both before they were shown.

Version 2.0.44.2

• Deals: Data grid export did not work.

Version 2.0.44.1

• Customerdetail: Fixed an error while trying to Export the Sales Statistics By Month datagrid.

Version 2.0.44.0

• Call Lists -> Slight redesign to the customer Call List form and location of the buttons to make it more user intuitive.

• Deals -> Added Sales Rep Name column to the Deals datagrid.

Version 2.0.43.5

• Call Lists -> Added Sales Rep Name column to the Call List Lines datagrid.

• Call Lists -> The customer/leads detailed page will now show which call lists they are currently active on.

• Call Lists -> Added a new column on the customers grid showing how many active call lists that customer is on.

Version 2.0.43.4

• Call Lists -> Now able to create Call List for Toucan Users with an unassigned license. (Theses are usually used by a Manager Licenced User)

Version 2.0.43.3

• Deals > Recurring Value now becomes Monthly Value, also added a new monthly probability column in the Deals Data-Grid.

• Deals > Fixed an error when creating a new Deal if no 'Deal Stages' were set-up in the Lookup Table.

• Deals > In some cases Deals never displayed in the Data-Grid unless Include Completed was ticked, (This was due to a null rather than false on the Deal Stage lookup table)

• Deals > Implement system setting to show Deals for: Customers or Leads or Both)

Version 2.0.43.2

• Diary & iCalendar > If the user settings is set to see "All Sales Rep" now by default no Interaction appointments are shown, before hand the user could have been overwhelmed by everyones interactions.

• Diary & iCalendar > New user setting of 'Diary Rep Codes', If set only interactions with theses Sale Rep codes are displayed. (comma separated rep code list or the text 'all user reps')

Version 2.0.43.1

• System Settings -> New Hide User Settings (Top Right) Menu

• System Settings -> Added Hide/Show Menu Options for Call Lists and Deals

• System Settings -> Added customer page Hide/Show panel settings for Customer - 08 - Emails and Customer - 09 - Deals

• Interactions -> Export Grid - Fixed gridView.Columns["delete_record"] Object reference not set error.

Version 2.0.43.0

• Introducing Customer/Lead Deals Feature

• Interactions -> Speed up adding new interactions, removing the CreateInteractionStatsTable after new record, and left to the overnight dbtasks to rebuild the stats.

• Diary -> Manually entered diary appointments are now also included in the iCalendar generated file.

Version 2.0.42.3

• Interactions -> Added a new show/hide completed interactions check-box. (New system setting, default: Show)

Version 2.0.42.2

• Customer Page -> Summary -> Added Customer_Analysis_4 and Customer_Analysis_5 fields in the Profile section, removed Sales Rep ID.

• Interactions -> Added Customer ID column to data-grid.

• Interactions -> Disable column sorting by Customer Name (This was too slow as each customer record needed to be looked up, Needs future reviewing)

• Interactions -> New system setting (interactions_datagrid_show_x_day, Default: 1095) to only show Interactions x days back in the data-grid.

• Interactions -> Fixed an obscure null error setting the Contact Name when creating a new Interaction from the Customer Page and a CustomerID of null existed in the database.

• Started background work for new Deals feature.

Version 2.0.42.1

• Call Lists -> Speed up the creation of the Call List Lines.

Version 2.0.42.0

• Analytics -> Customer Profiles -> The Customers 12 Month Product Group 1&2 Analysis Sales panels have now been renamed to Customer Gap Analysis - Last 12 Months Sales By Product Group 1&2

• Analytics -> Customer Profiles -> Customer Gap Analysis - Last 12 Months Sales By Product Group 1&2 when clicking on a 'value cell' a new pop-up datragrid is displayed showing all products in that Analysis group and customers monthly sales.

Version 2.0.41.3

• System Messages was still using the term Sales Rep rather than whats defined in App_Data\Configurations Language_definitions.csv

Version 2.0.41.2

• Interactions -> If the End Date is enabled (instead of Duration) and the Start Due Date is changed then the End Date/Time is automatically updated to Start Date/Time + 15 Minutes.

Version 2.0.41.1

• Emailing -> New hyper link to see the whole history of the email sending status in a new popup dialog grid.

Version 2.0.41.0

• Analytics -> Product Sales Performance: Calendar Years -> New item hyperlink to drill down to see individual customer sales.

• Customer Details -> Product Sales History -> New item hyperlink to drill down to see other customers sales for that product.

• Stock -> New item hyperlink to drill dowm to see individual customer sales..

Version 2.0.40.3

• Diary -> Dragging and dropping (changing due date) of an Interaction appointment was not updating the customer last Interaction Date.

• Emailing -> The email status table is now purged within dbtasks and only retains the last 90 days.

• Call Lists -> Call List data-grid errored if the Call List source Power Filter had been deleted.

• The home page warning message of 'TSA data has not been updated recently' is now a little more prominent.

Version 2.0.40.2

• Emailing -> New webhookemailstatus API to update email status, Email data-grid now shows the send email status for example dispatch, delivered, bounce, open etc.

Version 2.0.40.1

• Interactions -> The 'Duration' field can now be replaced with an 'End Time' field, (Enable interaction_end_date_enabled system setting)

• Emailing -> Set Sending SMTP Email Message-Id to the TSA email Unique ID.

• Emailing -> Start of new webhookemailstatus API to update email status once dispatch, delivered, bounce, opened etc.

Version 2.0.40.0

• Custom Filters & Territory Management have now been combined into Power Filters

• Power Filters -> New Show in Customer Grid Check-Box option (Decides if filter shows in the Customer Grid ComboBox Power Filters)

Version 2.0.39.2

• The term 'Lead' can now be renamed to something different (eg. Prospect) - Add/set [Lead_Caption] to the App_Data\Configurations Language_definitions.csv

Version 2.0.39.1

• Diary -> Appointments created by Interactions can now have their own label colour assigned, the Default is label Number 2 but overridden if any Diary Label description equals: interactions-visit, interactions-virtual, interactions-phone, interactions-email or interactions-other.

• Leads -> New Lead, The Email address is no longer mandatory.

• Leads -> Exporting Leads no longer includes previously deleted leads.

• Emailing -> Sending emails and automatically CC or BCC self, New emailing_cc_self and emailing_bcc_self settings.

• User Settings -> Only show Dashboard settings if the Licence is enabled on the user.

Version 2.0.39.0

• Diary -> Added the ability to add Appointments directly into the Diary, Independent to Interactions.

• Diary -> New Public Diary that can be seen across all TSA Users.

• User Settings -> Admin Users, unclutter and reduce the amount of settings to only those relevant.

• New System Switch - Diary: Interactions Create Appointments (Defaults as Enabled)

• Interactions -> Fix an export error when Interactions mode is in read-only, Add/Edit disabled.

• Leads -> The Analysis_3 (Region) Combo now automatically drops down when clicked on, like Analysis_1 and Analysis_2.

• Leads -> Adding a New Lead now creates a notification.

• The Sales Rep & Name can now be renamed to something diffrent, Add and set Sales_Rep_ID & Sales_Rep_Name to the App_Data\Configurations Language_definitions.csv

• dbtask (fnImport_Customers) now shows the last Customer_ID it tried to process with in an update error message.

Version 2.0.38.2

• Interactions -> Now allow Follow-Ups to be created from a previous Follow-Up

• Interactions -> When creating a Follow-Up the Address, Contact and Category are now passed and pre-populated.

• Interactions -> The Adress Combo now displays the Address Name rather than Address Reference (whats usually blank in TSA).

Version 2.0.38.1

• Update TSA Manager licences theses are now fully applied rather than all in good faith, ready for future Manager only features.

Version 2.0.38.0

• New provisional Order Value field added to the Interaction record and data-grid, this is optional and disabled by default.

• Customer Details -> Product Sales History -> Added Sales LYTD, Sales LY+1, Sales 365 and Sales 365-730 Days (Updated rtProductSalesStats.sql)

• Internal: Allow background colours passed to AddGridColumn()

Version 2.0.37.1

• Admin users are now able to delete interactions. (New delete column in Interactions)

• When importing contacts from the backend ERP system dont overwrite populated contact names with blank contact names.

• When dbtask imports/updates Interactions into the Diary and there is an error/database lock then abort rather than try over and over and over.

Version 2.0.37.0

• Updated the DevExpress Controls from Version 22.2.6.0 to 23.2.3.0

Updated NuGet:

• Microsoft.AspNet.Mvc from 5.2.9 to 5.3.0

• Microsoft.AspNet.WebApi from 5.2.9 to 5.3.0

• Microsoft.AspNet.Identity.EntityFramework from 2.2.3 to 2.2.4

• Microsoft.AspNet.Identity.Owin from 2.2.3 to 2.2.4

• jQuery from 3.6.4 to 3.7.1

• NLog from 5.1.4 to 5.2.8

• Newtonsoft.Json from 13.0.2 to 13.0.3

• NodaTime from 3.0.0 to 3.1.10

Version 2.0.36.2

• Analytics -> Customer Profiles -> Added Week and Monthly Sales columns to Sales Performance By Group 1 - Calendar Year

Version 2.0.36.1

• Customer Details -> Product Sales History -> summarised/consolidated now does multiple Stock Analysis fields.

Version 2.0.36.0

• Customer Details -> Product Sales History -> Added Buttons to summarised/consolidated data-grid by a Stock Analysis field.

Version 2.0.35.6

• Analytics -> Sales Performance: Calendar Years -> Added Monthly GM% Column

• Analytics -> Sales Performance: Financial Years -> Added Monthly GM% Column

• Customer Details -> Added column sorts to Sales Order and Invoices Patterns data-grids.

• Customer Details -> Summary of Orders & Invoiced Sales: Calendar Year -> Added Last Month, Margins and GM% columns. (rtSalesRepSalesStatistics.sql also changed)

Version 2.0.35.5

• Customer Details -> Added a new Sales History Chart for past 24 weeks, New buttons to show Weeks or Months.

Version 2.0.35.4

• Interactions -> Fix Export null error in gridView.Columns["NoteCount"].Visible.

• New user warnings when the Daily Database update from the ERP backend is in Progress or about to start. (Start/End times need to be set in configurations).

Version 2.0.35.3

• Leads -> Added a new include Dead Leads Check-Box, This defaults to un-checked/hide Dead Status Leads.

• Leads -> When creating a new Lead in TSA the Address and contact source was not being set, now set to TSA.

• Emailing -> Composing new email - Added a simple Spell Checker

• Emailing -> Under some situations un-assigned customer incoming emails were not shown in the Email data-gird, to see these the user needs to be a System Manager.

Version 2.0.35.2

• When adding a new lead a system notification is created for relevant Sales Managers if there is a potential existing customer/lead duplicate.

• Interactions -> Due Date grid cell colours are now: No colour for the future, Green=Today, Yellow=3 days overdue, Red=over 3 days overdue.

• Leads -> Added Lead Created Date as a new column to the data-grid.

• Leads -> Only Admin Users are now able to delete leads.

• Customer/Leads -> New system setting to allow the Customer Analysis 1 to 5 fields to be hidden/disabled.

Version 2.0.35.1

• New system setting of interaction_notes_enabled to allow the Interaction Notes to be hidden/disabled.

Version 2.0.35.0

• New Lead Postcode search (using ideal-postcodes) when adding a new Lead.

• Now checks for potential duplicates of existing Customer or Lead when adding a new Lead using a Jaccard distance similarity.

• Temporary cached postcode lookup files are automatically deleted each night as part of the DB upload and dbtasks.

• Removed ERP Backend Notes and Internal Rep fields from the Leads Export/Import.

• Customer Details -> Addresses -> Only allow Addresses created in TSA to be deleted if there are no Contacts.

Version 2.0.34.0

• Introducing Call Lists and New Customer Grid Multiple Layouts

• Analytics -> My Highlights & Actions -> Added a hyperlink to the Interactions Overdue/Today/Tomorrow to take you straight to the Interactions. (Please note the count columns are unique customer/lead counts that have interactions not the actual total interactions)

• Analytics -> New Customer Trading - Now shows customers with a Trading Status of New rather than customers created in the last six months, also added additional sales columns.

• Customer Details -> Product Sales History - Added additional financial sales columns.

• Allow Edit of leads if the ''Add leads is enabled' beforehand it was decided if the lead was created in TSA or not.

• Add/Edit options under Contacts did not show on the Safari Browser when TSA Safari mode was enabled.

• Speed up the Analytics -> Sales Performance By Analysis 1 - Calendar when clicking on drill down icon.

• More Bug Fixes

Version 2.0.33.7

• Implementing new Customer Grid View Combo to allow users to have multiple different customer grid column layouts.

• Customers -> Added new Daily, Weekly etc etc Financial Columns to the Data-Grid (Enable setting customer_grid_additional_financial_columns).

• Added new Customer Data-Grid system settings : customer_grid_additional_financial_columns, customer_grid_financial_year_columns, customer_grid_calendar_year_columns

Version 2.0.33.6

• Beta Version of Call Lists

Version 2.0.33.5

• Added new Customer Analysis 4 an 5 to the Customers Data-Grid

Version 2.0.33.4

• fnGetAccountCurrentPeriodYear was returning null for last days of the month, so for example Sales Statistics By Month - Financial Year was showing no information.

• Hide more sales order columns in grids if the show "sales_order_reporting" is disabled and not being supplied.

Version 2.0.33.3

• Started background work for new Call Lists.

Version 2.0.33.2

• The Report Database Products table Qty fields types have been changed from integer to doubles to allow decimal placing.

• New system setting of "sales_order_reporting" to hide the majority of sales order information if sales data was not being supplied.

Version 2.0.33.1

• Analytics -> Outstanding Orders -> New Outstanding Orders Line Data-Grid.

• Custom Filters -> Added Lead Status & Source Filters.

• Added Email fields to the Interactions table(s) so Notification are not created for the users who added the Interaction on the iPads App.

• Added an Analysis Table to the Reporting DB for Customer Analysis and Product Analysis Combo Box look ups.

Version 2.0.33.0

• Leads - Added Lead Status and Lead Source fields (no longer need the custom fields enabled)

• Customer Detail - New merging of a Lead (Address,Contacts,Notes,Interactions,Emails) into a Customer.

• Admin - New Admin Lead Status and Source lookup Tables.

Version 2.0.32.2

• New searchleads & searchcustomers API to retrieve Toucan Customer or Leads information in a JSON.

Version 2.0.32.1

• Analytics -> Product Sales Performance: Calendar Years: Now has a new data-grid showing product sales and quantity by month.

Version 2.0.32.0

• Custom Filters & Territory Management -> Added new Region Filters: Town, County, Post Code and Country.

• Custom Filters -> Bug fix, under some circumstances if an existing filter is changed the displayed data is not reflected til the user log out and back in.

• Customers that have not been imported from the back-end ERP system are now marked as deleted after 7 days from the last import date.

Version 2.0.31.1

• System Notifications are now sent to users if a new customer is added or one of their customers Status changes. (Based on TSA Users and thier assigned Sales Reps)

Version 2.0.31.0

• Added a new Yearly/Month Targets Maintenance in Administraton (rather having to do this in the Toucan Admin Portal)

• Analytics -> new Targets vs Actual Sales data-grid.

• Analytics -> Sales Performance: Financial Years now uses the new Targets.

• Analytics -> Sales Statistics By Month - Financial Year - Current Year cells beyond the current period are no longer shown, as there are no sales they were all just negative.

• Users -> Adding new users no longer checks the user license count, This is checked when the user is Assigned.

• Redused logging when interaction notifications created, not required and took extra un-needed time.

Version 2.0.30.1

• Overnight API dbtask now purges any User System Messages (like Export Notification) after 30 days, before hand they stayed forever.

• Added [Category] and [Email_ID] to Delete/Create TR_Interactions Admin Routine.

Version 2.0.30.0

• Analytics -> Orders -> Added Channel column to data-grid.

• Customer Data-Grid -> Now shows 'custom fields' that have the 'Filter Field' ticked in Custom Field Settings.

• Leads Data-Grid -> Instead of showing only the first three 'custom fields' it now shows all 'custom fields' that have the 'Filter Field' ticked in Custom Field Settings.

• Interactions -> Save some column space removing the View Customer eye icon and replaced it with a Customer Name hyperlink.

• Interactions -> Added a new optional Interactions Categories Field, theses are tired in with the existing Interaction Type field.

• Analytics & Customer Detail-> New Interactions Categories Stats data-grid.

Version 2.0.29.1

• New Customer Notes Allow Add Setting, this allow Notes from the back office system to be shown but not added to/amended.

• Bug Fix: Interactions Add Buttons showed even if disabled broken in Version 2.0.27.4.

Version 2.0.29.0

• Analytics -> Sales Performance: Calendar Years -> Added Costs and Margins columns (if permissions allow)

• Analytics -> Sales Performance: Financial Years -> Added Costs and Margins columns (if permissions allow)

• Interactions can now be seen with in MS Outlook or iOS Calendars via subscribing to or downloading the Toucan users iCal calendar ICS file (found in User Settings top right of screen).

• The Interactions iCal Calendar is refreshed when the daily dbtasks is ran or if the user manually refreshes in their User Settings.

• New API icalendarrefresh to force a refresh of the Interactions iCal Calendar Files.

• Admin Users will now get message notifications when users export data-grids or iCalendar is downloaded.

Version 2.0.28.2

• System/Install - Added a new option: Clear All Local Data

Version 2.0.28.1

• Updated NuGet:

• DevExtreme.AspNet.Data from 2.9.0 to 2.9.2

• jQuery from 3.6.0 to 3.6.4

• jQuery.Validation from 1.19.3 to 1.19.5

• Microsoft.AspNet.Mvc from 5.2.8 to 5.2.9

• Microsoft.AspNet.WebApi from 5.2.8 to 5.2.9

• NLog from 5.0.0 to 5.1.4

Version 2.0.28.0

• Updated the DevExpress Controls from Version 21.2.7.0 to 22.2.6.0

• Territory Management - Fix an 'APPLY joins are not supported' error on some filter selections.

Version 2.0.27.7

• After sending an email it now returns to/goes to the Customer/Lead Detailed page.

• Fix error of UserMetadata violates foreign key constraint when editting User Email Signatures

Version 2.0.27.6

• Overnight API dbtask now also backs-up the cache files along with the toco_config.sqlite to App_Data\Backups as year/week zip files.

• API getdatabase now returns a backup zip that also includes the cache files

• Overnight Backup_Local_Database will delete any backup zip files over 2 months old.

Version 2.0.27.5

• Customer Detail - Added new Sales History By Product Group 1 & 2 Monthly Sales

• Customer Detail - Added new Sales History By Product Group 1 & 2 Sales Bar Charts

• Customer & Lead Detail - Top buttons are now left justified.

• Emailing background preparation work - new Emailing Panel in the Customer and Lead details

Version 2.0.27.4

• Interactions - New enforced follow up setting, this removes the Interactions OK and forces the user to the Follow-up form.

• Interactions - Re-applied bug fix where the Interactions Contact_Value was not always being populated.

• Customer Detail - Bug Fix where the Interactions Panel did not show if the system Show/Hide setting was set to Expanded.

• Analytics - Advanced Reporting - Bug Fix where only thr first 12 months were being exported even if more were showing the the data-grid.

• Top Page Header panel colour now the Toucan Orange rather than a dark yellow.

• Change top level buttons replacing blue and green buttons all to one matching Toucan orange theme, with new optional icons switch.

• Individual Panels now have a black header text rather than white.

• Emailing background preparation work for sending emails from Customers and Leads, receiving forwarded emails and new Emailing Data-Grid.

Version 2.0.27.3

• Analytics -> Advance Reporting data-grid - Added a new 'months' option to allow users to report beyound the last 12 months.

• Analytics -> Advance Reporting data-grid temporary table now contains 3 years of data increased from 2 years.

• Temporary rolled back changes to the Interactions controller for database locks in 2.0.27.2 was causing instance has been disposed errors.

Version 2.0.27.2

• Interactions - Try to solve the random ReCalculateCustomerInteractionDates() database is locked (seen in the log file) when entering Interactions.

• Interactions - Bug fix where the Interactions Contact_Value (used mostly in the Toucan iOS App was not always being populated)

• Interaction Controller now uses all local Toco_db entities instead of the TocoDB global (reduse database is locked issues)

• Install - Added a new option to Calculate Customers and Leads Latitude Longitude if the fields are blank. (http://here.com API key needs to be set)

Version 2.0.27.1

• Analytics -> Added new Product Group 1 - Monthly Sales data-grid in the Product Group 1 Sales Panel.

• Analytics -> Added new Product Group 2 - Monthly Sales data-grid in the Product Group 2 Sales Panel.

• Analytics -> Advance Reporting data-grid - Added Cost and Margin fields (if user has costs shown).

Version 2.0.27.0

• Analytics -> Summary of Orders & Invoiced Sales: Calendar Year - Added extra Sales Order Columns (today, week etc) and Margins (if enabled)

Version 2.0.26.10

• A slight speed increase in the overnight Import of Customer Locations data.

• Database lock tweaks, fnImportInteractionsDiaryRecords() now looks up the table before the update database connection is made to update the records.

Version 2.0.26.9

• Trap the Error calculating expected overdue_value: Nullable object must have a value.

• Stop the issue when a user does not log out and then logs in else where they could of got the login error of: The provided anti-forgery token was meant for a different claims-based user than the current use. (Changed Global.asax.cs)

• Trap the 404 error of a public action method was not found on controller.'

Version 2.0.26.8

• Stock - Added Product Groups/Analysis fields 3 and 4 to the data-grid.

• Changes to ReCalculateCustomerInteractionDates() follow-up dates calculation is now done with in the function itself to try to solve a database lock issue.

Version 2.0.26.7

• Google Map Pin Images moved to a new URL location to solve ERR_CERT_COMMON_NAME_INVALID - there is also an override system setting.

Version 2.0.26.6

• Added new API of Api/updatebestsellers to Import/Update the Product Best Sellers from the Toucan Sales App

• Fix error in CustOperatingStatsGridViewPartial() Error:Value cannot be null when no customer sales or invoice data.

Version 2.0.26.5

• Initiate background work for Emailing Intergration & HTML Email Editor

• Changed the sqlite connection strings to include Write-Ahead Logging, Journal_Mode=WAL;Synchronous=NORMAL this was previously Journal_Mode=OFF;Synchronous=OFF

Version 2.0.26.4

• Customer Detail -> Sales orders, the allocated % is now based on outstanding value not the original order value

Version 2.0.26.3

• Customers 'Last Interaction Date' was not always being correctly set, was blank or used date record created not Interaction Date.

Version 2.0.26.2

• Customer Detail -> Added a Cost/GM% Toggle option, this being a closed eye button icon if the costs are hidden or an open eye if they are showing.

• Notifications are now retained for 30 days rather than 60.

Version 2.0.26.1

• TMS - Create sales reps if they dont exist when creating TMS Orders.

• Product Best Sellers - Fix Ranking column sorting

• Territory Management/Custom Filters - Removed T/O Band pop-up trace when check-box clicked

• Custom Filters filter description and selected fields were getting nulled if a user was not able to edit the filter

Version 2.0.26.0

• New Customer Detail Product Best Sellers Panel, Theses can be entered or imported in Admin -> Product Best Sellers

• Customer Detail -> Preferences - Added filter options

• Customers -> Added 'Date Created' field to the Customers Data Grid.

• Admin - Add 'new user' option was not available when reaching maximum assigned user licences.

Version 2.0.25.6

• Analytics -> Summary of Orders & Invoiced Sales -> New Sales Order and Invoicing Operating Stats Grid showing sales and invoiced count and values by week, month and year.

• Customer Detail -> Customer Highlights & Actions -> New Sales Order and Invoicing Operating Stats Grid showing sales and invoiced count and values by week, month and year.

• Started back-end changes for pending Item Best Sellers

Version 2.0.25.5

• The App_Data/BespokeScripts folder is now created if it did not exist before API downloadsqlscripts is executed.

Version 2.0.25.4

• Importing TR_Customers potentially could of missed importing the last chunk of customers, Changed GetTotalCustomerChunks()

• dbtasks API now updates local database with last start and end times also checking its not already running.

Version 2.0.25.3

• Analytics - Customer & Lead Interactions: The This Month/Year was not including 'todays' interactions. Changed TR_InteractionsStatsByRepCustomer

Version 2.0.25.2

• All customer interaction dates were not being ReCalclauted overnight, broken some versions back.

• Customer record interaction dates are now ReCalcluated when an Interaction is Added or Amended.

Version 2.0.25.1

• Added 'View Lead Map' in Leads details

Version 2.0.25.0

• Release of Territory Management and Google Mapping

• When adding or amending addresses the latitude and longitude is updated via the http://Here.com API (if enabled)

Version 2.0.24.15

• Territory Management filter description and selected fields were getting nulled if a user was not able to edit the filter but selected View Map

Version 2.0.24.14

• New Territory Management system configuration 'TM_show_all_customers' to show all Customers or only selected users customers.

Version 2.0.24.13

• When amending a users login it now automatically also updates the users email field.

Version 2.0.24.12

• API downloadsqlscripts now includes the App_Data/BespokeScripts scripts as well as the ToucanSQLScripts

Version 2.0.24.11

• Custom Filters: Now auto-saves if a Contact or Customer view is seelcted and Save not clicked before hand.

• Start of Territory Management and Google Mapping

• Added new fields of Filter_Type and Temporary_Filter to the Customer_Filters table.

• Territory Management is now implemented with the Customer_Filters back end logic.

Version 2.0.24.10

• Fixed a possible field not found error in Summary of Orders & Invoiced Sales: Financial Year, Updated rtRepsAccountingYearSummary.sql

Version 2.0.24.9

• Internal changes, updated toucansites.csv and images

Version 2.0.24.8

• Fix database lock issues when Create Diary records from Interactions

Version 2.0.24.7

• Internal ApplicationLogic TocoDb/Using database changes

• Only get the Dashboard User Groups for the menus when needed

• Improve Memory when importing Interactions, Updating CustomerData, Calculating Interaction Dates.

Version 2.0.24.6

• Customer Details: Sales Statistics By Month (Financial Year) no longer shows costs/margins so the page can be shown in front of the customer.

Version 2.0.24.5

• Try improve Memory/Speed/Timeouts with Database customer data importing, reading in the customer table in 1000 chunks.

• Importing Customers,Location,Meta and Contacts now SaveChanges/Commit to the database every 1500 records rather than at the end.

Version 2.0.24.4

• Customers - Added Customer Main Post Code to the Customers Database Table and Customers Datagrid.

Version 2.0.24.3

• Toucan Mobile Sales: Order Summary By - Selecting Product ID was replying as an error and not listing the products.

• Toucan Mobile Sales: Order Summary By - Added Order Count, Lines Count and Order Qty as data values options in the pivot grid.

Version 2.0.24.2

• Analytics: Customer Sales Highlights - Added Top 15 Customers Previous 365 Days Sales Pie Chart

• Analytics: Customer Sales Highlights - Added Top 15 Customer Margins Last 365 Days Pie Chart

• Analytics: Customer Sales Highlights - Added Top 15 Customer Margins Previous 365 Days Pie Chart

• Analytics: Customer Sales Highlights - Added Previous 365 Days Sales for Customer Analysis 1 (Category) Pie Chart

• Analytics: Customer Sales Highlights - Added Previous 365 Days Sales for Customer Analysis 2 (Segment) Pie Chart

• Analytics: Customer Sales Highlights - Added Previous 365 Days Sales for Customer Analysis 3 (Region) Pie Chart

• Analytics: Product Sales Highlights - Added Top 15 Product Sellers - Previous 365 Days Pie Chart

Version 2.0.24.1

• Analytics: New Sales Statistics By Month - Financial Year

• Analytics: New Sales Statistics Margin By Month Bar Chart - Financial Year

• Analytics: Update Summary of Orders & Invoiced Sales, Both Financial Year Panel and Calendar Year Panel now show the same columns

• Analytics: Source of Business - Added Financial Year Figures and Field Chooser

• Customer Details: New Customer Sales Statistics By Month - Financial Year

• Notifications: Show new notifications text and hyperlink on the home page after login.

Version 2.0.24.0

• Add/Edit Customer Notes

• Added User Messaging.

• User message/Interactions/Notes Notifications

• Added Export options to the Analytics -> Sales Performance: Financial & Calendar Year data-grids.

• Added Stock and Customer drill down grids Analytics > Sales Performance By Category - Calendar Year

• Customerdetails - Fix Sales Order/Invoice Patterns bug where Qty/Value Combo got out of sync to display.

• language Text/Labels are now all loaded into a dictionary at start rather than a database look up each time.

• New AccountingPeriodsPreferred setting to decide if to show calendar or financial bar charts in My Highlights & Actions

• Import Notes from Database now imports all note types not just interaction notes

Version 2.0.23.3

• Added Please wait to the Interactions Refresh from Toucan option

• Increase the API time out to 30 minutes.

• New API's of api/dbtasks and api/processscripts

• Remove fnCalcCustomerAverageOrderStats and fnCalcAllCustomerData() as this is now done locally before DB is uploaded.

• Customer_Data order stats now get imported from Toucan DB rather than recalculated and Expected Order Date calculated if needed.

• Bug Fix adding new users when exceeded user licences.

• Bug Fix showing contacts may of caused an An extension with 'emaillink_xxxx' name already rendered error.

• Added additional Note Fields to the TR_Notes table and updated the sync from toucan API

• Added new Notifications table.

• Added purge Notifications to dbtask API retaining last 60 days

• The Reporting Table ZCreatedTables is no longer created or required.

• Added test pageofloading

• No longer check to see if [User_Settings] and [UserAuditLog] exist before updating.

• SQLite switches added Version=3;Journal Mode=OFF;temp store=MEMORY;Synchronous=OFF, Removed SyncPragma=OFF

• Changed Line_ID type from int to text in rtSalesProductAnalysis script

Version 2.0.23.2

• Analytics: Lead Statistics > Added new Lead By Source pie chart.

• api/sitestats tweaks so show if a system-wide setting is off but enabled on individual user settings.

Version 2.0.23.1

• Analytics: Added Band Value to the Customers by Turnover Band Pie chart

• Customerdetails: Added product status column to the Order and Invoice patterns.

• Customerdetails: Added Customer Spend Amount column to the Product Sales Statistics: Calendar Years

• Creating new users now asks for the Display Name and no longer default it to the email address

• Bug Fix: Analytics: Product Group 1&2 - Last 12 months sales charts was showing My Sales as Company Sales. (broken in version 2.0.20.0)'

• Bug Fix: Interactions -> Follow-up type/icon was not being set on new interactions. (broken in version 2.0.23.0)'

• Bug Fix: Diary -> Clicking 'Goto Customer' failed with customer ID not found (broken many versions ago)

• Bug Fix: Dont try to import the Customer_Meta table if it does not exist in the Reporting database

• Added new Enable/Disable System Wide Default Configurations Settings

• Added Configurations Settings Columns to the Toucan Sales Analytics Site Stats

Version 2.0.23.0

• Added Export/Print options to all Charts

• New Customer Status of 'On Hold' in Customer datagrid.

• Customerdetails: Customer Highlights & Actions now shows On Stop if relevant.

• Analytics: New Lead Statistics panel containing Lead status funnel and bar chart.

• Analytics: Product Sales Performance: Calendar Years - Added LYTD Sales and Order Columns and up/down arrows.

• Leads datagrid now also show the lead custom fields (if enabled) and the customer meta data fields removed

• New Leads Add/Edit (if enabled)

• New Leads Address Add/Edit (if enabled)

• Changes to Edit/Add Contact adding contact Type

• New Leads Export including template (if enabled)

• New Leads Import, preview and update/creation. (if enabled)

• Bug Fix: Customer Interaction Statistics for'Last 3 Months' was not including completed interactions for that day'

• Bug Fix: Fix key error sorting columns in Orders -> Order lines data-grid.

• Bug Fix: removed un-required date clear buttons across TSA for read-only fields on iPad.

• New local database (toco_config.sqlite) Customer and Location tables

• Import reporting database (toucan_db.sqlite) into new local database customer and location tables on daily executescripts

• Changed all uses of the reporting customer/location tables across TSA to now use the new local customer/location tables

• Added new contact tables status fields to tables, added status field to JSON getcontacts API

• New API to retrieve Customers, Leads and Addresses in a JSON format updated since a requested date.

• Added customers, leads, addresses and contacts record counts to the JSON sitestats API

• Formerly known as verson 2.0.22.1 when in development.

Version 2.0.22.0

• Fixed Add/Edit Interactions was getting a field not found error since Version 2.0.21.0

• Updated DevExpress controls from 21.1.6 to version 21.2.7

• Added new NLog setting to KeepFileOpen=false so log file can be viewed in Browser/Settings

• Updated Packages:

• NLog.4.7.12 -> NLog.5.0.0

• Stub.System.Data.SQLite.Core.NetFramework.1.0.115 -> Stub.System.Data.SQLite.Core.NetFramework.1.0.115.5

• Microsoft.Owin.Security.MicrosoftAccount.4.2.0 -> Microsoft.Owin.Security.MicrosoftAccount.4.2.2

• Microsoft.Owin.Security.Google.4.2.0 -> Microsoft.Owin.Security.Google.4.2.2

• Microsoft.Owin.Security.Facebook.4.2.0 -> Microsoft.Owin.Security.Facebook.4.2.2

• Microsoft.Owin.Security.4.2.0 -> Microsoft.Owin.Security.4.2.2

• Microsoft.Owin.Host.SystemWeb.4.1.1 -> Microsoft.Owin.Host.SystemWeb.4.2.2

• Microsoft.Owin.4.2.0 -> Microsoft.Owin.4.2.2

• Microsoft.AspNet.WebApi.5.2.7 -> Microsoft.AspNet.WebApi.5.2.8

• Microsoft.AspNet.WebApi.WebHost.5.2.7 -> Microsoft.AspNet.WebApi.WebHost.5.2.8

• Microsoft.AspNet.WebApi.Core.5.2.7 -> Microsoft.AspNet.WebApi.Core.5.2.8

• Microsoft.AspNet.WebApi.Client.5.2.7 -> Microsoft.AspNet.WebApi.Client.5.2.8

• Microsoft.AspNet.Mvc.5.2.7 -> Microsoft.AspNet.Mvc.5.2.8

• Microsoft.AspNet.WebPages.3.2.7 -> Microsoft.AspNet.WebPages.3.2.8

• Microsoft.AspNet.Razor.3.2.7 -> Microsoft.AspNet.Razor.3.2.8

• Microsoft.Web.Infrastructure.1.0.0 -> Microsoft.Web.Infrastructure.2.0.0

• Skipped:

• Bootstrap 3.4.1 to 5.1.3

• Microsoft.Owin.Security.OAuth.4.1.1 -> Microsoft.Owin.Security.OAuth.4.2.2

• Microsoft.Owin.Security.Cookies.4.1.1 -> Microsoft.Owin.Security.Cookies.4.2.2

• Microsoft.Owin.Security.Twitter.4.1.1 -> Microsoft.Owin.Security.Twitter.4.2.2

• System.Data.SQLite.1.0.115 -> System.Data.SQLite.1.0.115.5

• System.Data.SQLite.Linq.1.0.115 -> System.Data.SQLite.Linq.1.0.115.5

• System.Data.SQLite.EF6.1.0.115 -> System.Data.SQLite.EF6.1.0.115.5

• System.Data.SQLite.Core.1.0.115 -> System.Data.SQLite.Core.1.0.115.5

Version 2.0.21.0

• Contacts can now be added and maintained in the Customer and Leads with in Toucan Sales Analytics

• Added email, phone and web site hyperlinks and export options to the contacts data-grid.

• Changed Interactions so contacts added in TSA are also shown in the Contact Combo Box.

• Changed Custom Filters to include contacts added in TSA, also show Tel, Mobile on Contacts data-grid.

• New table 'TR_Customer Contacts' added to local database toco_config.sqlite to store contacts added in TSA

• New API to return list of contacts added in TSA

Version 2.0.20.0

• All Pie and Bar charts have been changed to the client rendering devExtreme, using Harmony Light: Alternate

• Analytics -> Invoice History column filter improvements

Version 2.0.19.6

• Changed more charts to the client rendered devExtreme

Version 2.0.19.5

• Fixed Safari data-grid mode where if enabled it also effected the desktop browser.

Version 2.0.19.4

• My Analytics: Bar and Pie Charts are now rendered on the Client side using the devExtreme

• Customerdetails: Added Customer Qty column to Product Sales History data-grid.

• Customerdetails: Fix an issue where the Sales Order & Invoice Patterns could display nothing on filter or page change.

• TMS Orders: Added order lines count column to the Order & Quote Details data-grid.

• Removed border around Toucan Sales Analytics header

Version 2.0.19.3

• API response changes for the executescripts tweaks for none-response.

• Started background work for Customer Contact add/edit/delete.

Version 2.0.19.2

• Stock: Added Price and Cost columns, and new user show costs permission.

• Added maintenance_mode setting for future site software updates.

Version 2.0.19.1

• New user Settings: Data-grid web browser mode for Safari

• Bug fix: Customer Contacts address field was always showing as empty.

Version 2.0.19.0

• New Toucan Mobile Sales: Analytics

• My Analytics: My Highlights & Actions - Fixed Orders LYMTD bar chart calculation. (rtSalesRepSalesStatistics)

• Pivot-grid drill-down data-grid aligns a bit better and half no longer goes off the bottom of the screen.

• API response changes for the executescripts/database upload

Version 2.0.18.5

• Bug Fix to Customer Sales Highlights > Top Customers Pie Chart Percentage

• API to update Stock and TMS Orders

• Start background work for new Toucan Mobile Sales: Analytics

Version 2.0.18.4

• Customerdetails: (and Leads) - Added new Product Group 1&2 - Not Being Brought Panels/Data-grids

Version 2.0.18.3

• Customerdetails: Added export options to customers Sales Orders, Invoices and Transactions

• Customerdetails: Added new percentage columns to the Product Group 1 and 2 - Sales History vs Average Customers in Category

• Analytics: Added new Sales Percentage columns to the Sales Performance By Category - Calendar Year.

• Analytics: Changed the method how the users sales-reps are retrieved using a local rather than a system variable, this solves a potential issue where wrong data is displayed if two calls are made simultaneously.

Version 2.0.18.2

• Analytics: Added 13-24 and 25-36 month columns to the Product Group 1&2 - Last 12 months sales data-grid

• Fixed user combo default if going into Interactinos or Leads straight after logging in.

• Try to trap the random null error when selecting Overdue Interaction hyperlink (etc) in My Highlights & Actions

• User-combo changes for Leads and Custom Filters where Rapid changes could cause a data sync between user and data shown

• Removed some unnecessary logging.

Version 2.0.18.1

• Rapid changes to the user-combo could of caused a sync issue between data-shown and the user displayed in the combo.

• Fixed Diary where all users entries were being displayed and not the select user.

Version 2.0.18.0

• Improved data-grid column filtering including date ranging in Customers, Sales Order and Interactions

• Customers: Added the financial year values as new columns to the data-grid

• Customerdetails: Added new drill down to the Product Group's Sales History vs Average Customers in Category grids

• Customerdetails: Added current free stock and next Purchase Order Date/Qty columns to Product Sales History Grid

• Customerdetails: New filtering in Sales Order & Invoice Patterns allowing multiple or single years to be selected

• Customerdetails: Added hold status, sales order warehouse and allocated values to sales order data-grid

• Customerdetails: Fixed data-grid key in Product Sales Statistics: Calendar Years as filter/paging could of errored

• Analytics: New Outstanding Sales Orders Summary data-grid

• Analytics: Added hold status, sales order warehouse and allocated values to the outstanding and sales order data-grids

• Analytics: Added row decending sorting and filtering to the Customers 12 Month Product Group 1&2 Pivot Grids

• Analytics: Fix percentage and show all product pie section in Sales Highlights > Top Product Sellers

• Analytics Advance Reporting: Added sales rep field to the Customers/Product Analysis-Pivot Grid

• Administration: New admin settings to Show/Hide Menu, Panel and Charts

• User Settings: New Show/Hide Menu, Panel and Charts option

• Install/Setup: Added execute Local or Reporting database sql options

• Stock: New Stock data-grid view.

Version 2.0.17.5

• Stats/API: Added Custom Filter and Grid Settings record counts to Toucan Sales Analytics Site Stats

• Install/Update: Added Custom Filter Table View/Edit

Version 2.0.17.4

• Analytics: Added Export option to the Customer Profiles:> Customers 12 Month Product Group Two Pivot Grid

• Analytics Advance Reporting: Added Export option to the Customers/Product Analysis-Pivot Grid

Version 2.0.17.3

• Analytics: Added Export option to the Customer Profiles:> Customers 12 Month Product Group One Pivot Grid

Version 2.0.17.2

• Analytics: Added drill down data-grid to the Customer Profiles:> Customers 12 Month Product Group One Pivot Grid

• Analytics: Added drill down data-grid to the Customer Profiles:> Customers 12 Month Product Group Two Pivot Grid

• Analytics Advance Reporting: Added drill down data-grid to the Customers/Product Analysis-Pivot Grid

Version 2.0.17.1

• Analytics: Added Customer hyperlinks to the Customer Profiles:> Customers 12 Month Product Group Pivot Grids

Version 2.0.17.0

• New: Custom Filters Implemented

• Added Custom Filters Combo Box to Customers and Leads

• Analytics: Sales History Chart now using the DevExtreme Chart Component

Version 2.0.16.6

• Speed up the Customer and Custom Filter Contacts Data-Grids

• The data-grid filter contents and selected page number is no longer retained (again) broked in 2.0.16.0

• Custom Filters: Changing the User Combo now refreshs the Filter Name Combo

• Custom Filters: The View and Modify now reflect then select users Combo rather than who you are logged in as.

Version 2.0.16.5

• Custom Filters Implementation

Version 2.0.16.4

• Applied a darker foreground ''black'' font to the Pivot and datagrids effecting the caliq.css

• Beta version of the Marketing Custom Filters Implementation

Version 2.0.16.3

• Started behind the scenes Marketing Filters implementation

Version 2.0.16.2

• Customerdetails: Fixed ''Updating Your Avg Order Days'' update button click, was saying page not found, caused in 2.0.16.0 adding exports/[forms]

Version 2.0.16.1

• Interactions: Disable create/update interaction button on click stopping duplicate requests sent if clicked again.

Version 2.0.16.0

• User data-grid column order settings etc are now stored by the user in the local database and not the local browser cookie.

• Customers: Add new buttons of Reset my data-grid, Set as system-wide default, view all user grid settings.

• Customers: Product Sales History moved Last Paid Price, Last Invoiced Date Á Qty columns from their own grid to the Product Sales Statistics: Calendar Years

• Customers: Product Sales Statistics: Calendar Years added new customer and category Qty and Amount columns

• Customers: Product Sales Statistics: Calendar Years added Product Status and On Toucan App columns.

• Customers: Added data export options to the majority of the customer data-grids

• Analytics: Added data export options to the majority of the analytics data-grids

• Analytics: Added order counts and averages columns in Summary of Orders & Invoiced Sales: Calendar Year

• Analytics: Product Group 1 - Last 12 months sales - Added invoice line details level

• Analytics: Product Group 2 - Last 12 months sales - Added invoice line details level

• In any data-grid clicking to sort a numeric column now defaults to descending order the first time around, beforehand this only applied to the Customers data-grid

• User Settings: Improved the look changing hyperlinks to buttons

• User Settings: Added Deleted My Grid Settings

• Bug Fix: Data-grid column widths were not being saved if only a width was changed and nothing else

• New setting_gird_ignore_browser_types for system or user settings to have data-grid browser-independent or not.

• Install/Update: Existing config descriptions are now updated from CSV on import.

• Allow commas and colons in hyperlinks in web.config requestPathInvalidCharacters

• Added a new config setting of execute_scripts_date setting and updated when the SQL scripts are executed

Version 2.0.15.3

• My Analytics: Added Outstanding Sales Orders Tab

• Customers: Added Sales_Last_Year column and Your Avg Order Days column

Version 2.0.15.2

• My Analytics: Added Number of Customers Ordered and Number of Customers ReOrders columns to Product Sales Performance datagrid

• My Analytics: Added Excel/CSV export to the Summary of Orders & Invoiced Sales: Calendar Year Á Financial Years datagrids.

• Sales Orders and Invoices data now inherited the Customers Sales Rep Code, This allows the current rep to see full sales history

• New rtProductCustomerStats table containing the number of times an item is ordered by a customer

• Executing Scripts: Theses are now sorted and then executed in filename sequence

• Fixed DevExtreme().Chart F12/Uncaught TypeError: Cannot read properties of undefined (reading 'setTemplateEngine')

• Fixed Sitestats error when no users have been active

Version 2.0.15.1

• The Diary Á Interaction Combo Box User Selection is now also retained and synchronised with My Customers and Analytics

• Added Brand and CustomerID column to Customers data-grid

• Try to solved logging of Error404.aspx' does not exist when bots try the site

Version 2.0.15.0

• The Combo Box User Selection is now retained and synchronised across My Customers and Analytics while logged in.

• The data-grid filter contents and selected page number is no longer retained in the cookie as this caused confusion when returning at a later date.

• Customer Highlights & Actions warnings are now labels rather than non-clickable buttons

• Customer record Interaction Last dates are recalculated each time based on the Interaction records

• Added a new User_cache table, this is purged by expiry date overnight or by user when they logs in.

• My Analytics: Now uses the user cache table to retain the selected Combo user, solves browser panel open times outs

• Formally known as version 2.0.14.2

Version 2.0.14.1

• Customer Details: Added user Avg Order Days, if this is set theses days are used to calculate the Next Expected Order Date

• My Analytics: Page now start with the new My Highlights & Actions panel open

• Customers: Now shows all custoemers no mater thier status, before hand it was only active customers

• Customers: Added Customer Status as an available column

Version 2.0.14.0

• Customer Details: New Next Expected Order Date, Average Order Days and Amounts

• Customer Details: Sales History Chart now using the DevExtreme Chart Component

• My Analytics: Highlights & Actions now show Lapsed Customer count

• My Analytics: Highlights & Actions now show potential overdue order value and customer count

• Customers: Added new columns of next potential expected order date, Avg Order Value and Order Days

• New Customer_Data table thats used to recalcluate the new 'Next Expected Order' date each night.

• Implement DevExtreme Components, First used for the Client-Side Control Charts

• Datagrid EnableRowsCache is now disabled as it was causing data-refresh issues in customer data-grid etc

• Hopefully fixed customer datagrid random errors when sorting columns or changinfg the user combo box

Version 2.0.13.0

• Analytics: Speed up the Sales History (Previous 24 Months) Chart (New rtRepSalesByMonth.sql)

• New My Analytics: Highlights & Actions showing Interactinss Counts and Order/Sales Charts

• New Customer Highlights & Actions showing Last Order Placed and Interaction Dates

• Multiple internal Chart design changes

• Temporary revered Packages:

• System.Data.SQLite.1.0.115.5 -> System.Data.SQLite.1.0.115

• System.Data.SQLite.Linq.1.0.115.5 -> System.Data.SQLite.Linq.1.0.115

• System.Data.SQLite.EF6.1.0.115.5 -> System.Data.SQLite.EF6.1.0.115

• System.Data.SQLite.Core.1.0.115.5 -> System.Data.SQLite.Core.1.0.115

• Stub.System.Data.SQLite.Core.NetFramework.1.0.115.5 -> Stub.System.Data.SQLite.Core.NetFramework.1.0.115

Version 2.0.12.1

• The audit log match could of failed if an email entered was in a different case to whats stored on file

• Audit log was needlessly being called with blank email addresses

• Updated Packages:

• NLog.4.7.11 -> NLog.4.7.12

• System.Data.SQLite.1.0.115 -> System.Data.SQLite.1.0.115.5

• System.Data.SQLite.Linq.1.0.115 -> System.Data.SQLite.Linq.1.0.115.5

• System.Data.SQLite.EF6.1.0.115 -> System.Data.SQLite.EF6.1.0.115.5

• System.Data.SQLite.Core.1.0.115 -> System.Data.SQLite.Core.1.0.115.5

• Stub.System.Data.SQLite.Core.NetFramework.1.0.115 -> Stub.System.Data.SQLite.Core.NetFramework.1.0.115.5

Version 2.0.12.0

• Added a new User Audit Log, this logs user logins, logouts and if enabled Activites

Version 2.0.11.1

• Analytics: Analysis of Customers By Turnover Bands failed if the new Turnover Bands table was empty.

Version 2.0.11.0

• Customers: Added new 'Sales in the last 365 days' column

• Analytics: Charts: Legends are now show on the right rather than along the bottom.

• Analytics: Charts become Customer Sales Highlights and Customer Sales Highlights

• Cookies: Cookie DataViews names are all prefixed as Grid_

• Cookies: DataView StoreControlWidth is no longer saved with in the Cookie

• API: /Api/getcustomfields no longer returns any error just OK if custom fields are not enabled

• API: /Api/getcustomfields now only passes enabled fields

• Customer CustomFields: Prepare Matrix Filtering and Sorting for Portal backend settings.

Version 2.0.10.1

• Analytics: Added From Band column to Analysis of Customers By Turnover Band and Changes in the last 30 days.

• Analytics: Analytic Charts now in three columns across the screen rather than two.

• Entity framework and SessionState tweaks in AnalyticsController and CustomerdetailsController to see if it helps solve the random Error executing child request for handler 'System.Web.Mvc.HttpHandler

Version 2.0.10.0

• Implemented Customer Custom Fields.

• Customer CustomFields: Fields edited in a 2nd section/opened panel no longer jumps to the first panel.

• Customer CustomFields: Combo and DatePick no longer drops out hides uder panels below.

• Customer CustomFields: Field and panel adjustments.

• Customer CustomFields: Applied validation for mandatory fields.

• Analytics: Customers Custom Fields Matrix: Dates and Checkboxes now formatted.

• Diary: Added the interaction notes to the hover over tool tips.

• Diary: Added 'Interactions' button when hovering over the appointment, now you can goto the Customer or Interactions

• Diary: Now show Interactions timed between 8am to 10pm rather than stopping at 6pm

• API: New /Api/getcustomfields to download CustomFieldData in a JSON format.

• API: New /Api/getdatabase to download a zipped toco_config.sqlite database.

• Overnight Updates: Customer Custom Fields are retrieved from the toucasn server (if enabled)

• Install: Added a manual 'Get Custom Fields Configurations' option for if it needs to be ran in the day

Version 2.0.9.3

• Customers: Fixed Next Follow-up column icon where it may not of represented the actual interaction type.

• Analytics: Interactions Stats now only count each interaction with a customer no matter how many there are as 'once'

• Analytics/Customers: Interactions Stats now all use the Due_Date (rather than Created)

• Analytics/Customers: Colour the Interactions Stats columns to help separate Past and Due

Version 2.0.9.2

• Interactions: Customer's Next Follow-up Date is now recalculated based on all open interactions when added or amended

• Customers: Next Follow-up column is hi-lighted Green=today, yellow=past 7 days, red=over 7 days.

• Customerdetails and Interactions: Due Date column is hi-lighted Green=today, yellow=past 7 days, red=over 7 days.

• Fixed broked PieChart series labels

Version 2.0.9.1

• Customerdetails: Your can also add Interactions Notes here rather than goto the Interactions dashboard.

• Customerdetails: Formattted the Qty Values in the Sales and Invoice Patterns grid

• Analytics: Charts: Fix This view cannot display negative values. All values must be greaterthan or equal to zero.

Version 2.0.9.0

• Analytics: Added Analytic Charts

• Analytics: Added Sales History Spline Chart to Analytics

• Customerdetails: Added Interaction Notes sub data-grid

• Customerdetails: Interaction Statistics DUE columns were only including Follow-ups, now all (unCompleted) are included.

• Customerdetails: Changed Customers Sales History Bar Chart order to oldest to newest

• Customerdetails: Bug Fix Customers Sales History Bar Chart was only showing last 12 months where Caption said 24 months

• Interactions: Data-grid view no longer starts (defaults) with Completed Interactions Filtered out

• Interactions: If API Sync enabled then Refresh from Toucan button will also be shown for all users.

• Diary: 'Edit' now becomes 'View Customer' and takes you to the Customer interactons page

• Formatted Pie and Bar Chart Values in Axis and Tooltips

Version 2.0.8.7

• Started customer/leads custom fields ground work

• Scripts - Changed rtSalesProductAnalysis.sql to create 24 months rather than 13 months in rtSalesProductAnalysis

• Scripts - Internal changes to TR_InteractionStats and TR_InteractionsStatsByRepCustomer for DUE Date counts

Version 2.0.8.6

• Added Role For combo when creating Interactions if the iPad Ineractions Sync is enabled

• Added iPadUsers table if Toucan iPad Interactions Sync is enabled

• Fix intenal VS2019 NuGet / Sqlite entity framework issue version 1.0.113 to 1.0.115

Version 2.0.8.5

• Updated DevExpress controls from 21.1.4 to version 21.1.6

Version 2.0.8.4

• Added a CSV/Excel export to New Customer Trading - Accounts Opened in Last 6 Months

• Changes to the User Combo and return list in CustomersController for multi user threading

• Users IP Address is logged as part of a failed or successful login

• Updated toucansites list

Version 2.0.8.3

• Added Sales Rep sub-level to Channel Analysis (Orders)

Version 2.0.8.2

• Updated Packages:

• System.Data.SQLite.1.0.113.7 -> System.Data.SQLite.1.0.115

• System.Data.SQLite.Linq.1.0.113 -> System.Data.SQLite.Linq.1.0.115

• System.Data.SQLite.EF6.1.0.113 -> System.Data.SQLite.EF6.1.0.115

• System.Data.SQLite.Core.1.0.113.7 -> System.Data.SQLite.Core.1.0.115

• Stub.System.Data.SQLite.Core.NetFramework.1.0.113.3 -> Stub.System.Data.SQLite.Core.NetFramework.1.0.115

• Microsoft.Owin.Security.MicrosoftAccount.4.1.1 -> Microsoft.Owin.Security.MicrosoftAccount.4.2.0

• Microsoft.Owin.Security.Google.4.1.1 -> Microsoft.Owin.Security.Google.4.2.0

• Microsoft.Owin.Security.Facebook.4.1.1 -> Microsoft.Owin.Security.Facebook.4.2.0

• NLog.4.7.9 -> NLog.4.7.11

• Skipped:

• Bootstrap 3.4.1 as 5.1.0 is incompatible.

• Microsoft.Owin.4.1.1 -> Microsoft.Owin.4.2.0

• Microsoft.Owin.Host.SystemWeb.4.1.1 -> Microsoft.Owin.Host.SystemWeb.4.2.0

• Microsoft.Owin.Security.Cookies.4.1.1 -> Microsoft.Owin.Security.Cookies.4.2.0

• Microsoft.Owin.Security.OAuth.4.1.1 -> Microsoft.Owin.Security.OAuth.4.2.0

• Microsoft.Owin.Security.4.1.1 -> Microsoft.Owin.Security.4.2.0

Version 2.0.8.1

• Added Sales Rep sub-level to Channel Analysis (Invoices)

• Changed the expand data grid level icon to a black cross

Version 2.0.8.0

• Two way Interaction between TSA (this) and Toucan iPad App

• API Enhancements to 'Post' and json encoding.

• Setup/Update screen tweaks

• Reorganize administration/setup screen

• Bug Fix: Interactions and Notes Text boxes wrapped text too early even if there was space.

• Bug Fix: Customer details -> Sales Order and Invoice History displayed an empty grid on paging/sorting.

Version 2.0.7.6

• Interaction table changes (Data will need to be re-created and imported from the reporting database)

• Added new API to receive Interactions from the Toucan web service

• Added new API to create/update Interactions on the Toucan web service

• Added Version to the site statistics API and Sales Analytics Site Stats data grid

Version 2.0.7.5

• Fix User API JSON formatting

• Added Stats API

Version 2.0.7.4

• Added the ability to edit existing Interactions from Customers -> Customer details -> Interaction panel

• Interaction Stats now updated when an interaction is added or changed.

• Multiple other interaction tweaks and improvments

• Interactions Comlete Outcome list is now system defined in config rather than hard-coded.

• Added the vacuum (compress) of the local sqlite database after the API executescripts

• Before the vacuum a copy of the local sqlite database is taken as toco_config_Backup.sqlite

• Analysis of Customers By Trading Status is now sorted in the correct sequence starting with New

• Added Last Invoice & Order date and O/S Orders columns to My Analytics -> Summary of Invoiced Sales Financial Years

• Show month names rather than the period numbers as the axis-X titles on the Sales Performance Charts

• Added '% of my Sales' column to My Analytics -> Product Group 1 and 2 Last 12 months sales data-grid

Version 2.0.7.3

• Added the ability to create new Interactions from Customers -> Customer details -> Interaction panel

• Interactions page visual tweaks

• Data-grid column chooser & export options now move to bottom left rather than take space at top right of screen.

Version 2.0.7.2

• New Interactions menu option and data-grid showing all customers interactions

• Added Interactions Excel and CSV Export

• Added new system setting (interactions_enabled) to show or hide All Interaction panels/options.

Version 2.0.7.1

• Added: Customers -> Forward Product Sales Orders

• Added: Analytics -> Customer Profiles -> Sales Performance By Segment

• Added: Analytics -> Customer Profiles -> Sales Performance By Region

• Added new settings for the ability to hide Panels in My Analytics and Customer Details

• Data-Grid drop-down Combo Pager is hidden (saves space) if records displayed is less than minimum combo page size.

• Data-Grid drop-down Combo Pager Sizes are set to no higher than the records displayed

• Speed up Customer Details where TAB data (Sales Orders, Invoices etc) is only loaded when required.

• API database upload - We now delete the previous version rather than rename and leave it there

• Datagrid column filters now default to 'Contains' rather than 'Begins with'

• Fixed Data-Grid Page Combo where at times it hide itself under the next panel

• Fixed primary key in rtSalesProductAnalysis.sql script

• Fixed My Analytics & My Customers speed issue, due to removal of unrequired interactions scripts.

• Fixed fnCheckCreateReportingTables() was trying to create all the tables even if forcecreate was false

Version 2.0.7.0

• Data-grid improvments: (Recommend type 2) 0 = Standard/Web 1 = Vertical scrolling datagrid + HorizontalScrollBar 2 = HorizontalScroll Bars enabled 3 = Adaptivity datagrid

• Added alterative grid row colouring

• Added more indexes to CustomerAnalysis, rtHistoryByProductGroup1 and rtSalesProductAnalysis

• Chrome uBlock extension was blocking Analytics -> Customer Profiles -> Customers 12 Month Analysis Sales

• Chrome uBlock extension also blocked Analytics -> Interactions and New Customer Trading panels opening

• toucab_db.sqlite no long opened as read-only

• Added warning on home screen if database has not refreshed for 7 days.

• Added Horizontal Scroll Bar* to data-grids, My Customers first column 'Name' is now also fixed

• Customer details > data-grids now have paging* and first column fixed/anchored

• Format chart values in the Product Group 1 and 2 - Sales History vs Average Customers in Category Charts

• Fixed possible Dashboard error: LoadDashboardObject reference not set to an instance of an object.

• Updated DevExpress controls from 21.1.3 to version 21.1.4

• Interactions - Newly added (or changed) interactions also update Diary and Customer Table ''Last'' Dates.

• Interactions - Added User Combo to list only 'your customer interactions.'

• Interactions - grid no longer shows completed by default, Column filter auto enabled'

• Interactions - Fix null error updating Customer Last dates in UpdateCustomerRecord()'

• Interactions - InteractionStats & InteractionsStatsByRepCustomer now moved and built in the local Tuoncan DB'

Version 2.0.6.2

• x Months back includes the current month, goes back to the 1st day of the starting month onwards

Version 2.0.6.1

• Added Customer Analysis 3 (Caliq Region) to customer data-view and Summary

Version 2.0.6.0

• Updated DevExpress controls to version 21.1.3

Version 2.0.5.7

• Interactions & Diary Add/Edit (development)

Version 2.0.5.6

• Reporting becomes Sales Analytics

Version 2.0.5.5

• Added Sales LY to Product Group 1 Preferences, Column formatting improvements.

Version 2.0.5.4

• Added Sales LY, Past 12 months, and 13 to 24 month columns to Sales History By Product Group 1 and 2.

• Fix issue with bold (higher than last year) in Customers 12 Month Product Group 1 Analysis Sales

Version 2.0.5.3

• Fix issue where the Customer -> Product Group 1 Preferences was showing nothing if there was a ' or " in the Product Group

Version 2.0.5.2

• Customers and Leads -> Next Follow-up column now also shows an icon if the follow-up is Email, Phone, Meeting or Virtual

• Customers and Leads -> Added a new Next Follow-up Type column

• Updated Nuget Packages to latest versions

Version 2.0.5.1

• Customer Preferences > Product Group 1 Preferences now show all Product Group 1 records not just the ones the customer had purchased.

Version 2.0.5.0

• Product Group 1 to display preferences colours now applied in Customer Profiles > Customers 12 Month Product Group 1 Analysis Sales

Version 2.0.4.0

• Created new customer Preferences tab/page

• Added Product Group 1 Preferences

• Updated Customer Sales History By Product Group 1 to display preferences colours.

Version 2.0.3.2

• Fixed Customer Detail Product Group 1 - Sales History vs Average Customers in Category, caused in Version 2.0.3.0

Version 2.0.3.1

• User Settings - Only show Sales Reps TAB and Manger Users TAB if SalesReps table exists, not needed for Dashboard Only with no Sales Rep paramaters.

Version 2.0.3.0

• My Analytics - New Order Performance Grid and Bar Chart By Customer Analysis One (Caliq Category)

• My Analytics - New Sales Performance Grid and Bar Chart By Customer Analysis One (Caliq Category)

Version 2.0.2.2

• Dashboards - Now checks the Internal SalesRep table exists before it adds Sales Rep Parameters

Version 2.0.2.1

• My Analytics - Product Group's - Last 12 months sales grid and chart now sorted by My Sales.

Version 2.0.2.0

• Added Dashboard Static List parameters.

• Added Dashboard Sales Rep Import and enable Sales Rep User Settings for B.I

• Dashboard parameters now all load as default, followed by user override settibngs after.

Version 2.0.1.0

• Added Dashboard Sales Rep parameters.

Version 2.0.0.0

• Released - See programming change notes for previous versioning .