Timeline of Updates and
Enhancements of Trax
2003
11.6
12-15-03
- Widened web headings to 40 characters
- Improved Staffing Analysis and Performance Summary Reports
- Added Revenue Per Up, and several other new reports to web combining
several so multiple showrooms may be viewed on single combined page
- Organized Web so Faster and easier to navigate
11.6 11-26-03
- Fixed auto print letter issues
- Add
new salespeople and admin changes to web with new administrative button,
- Interface
With Import Export Synchronizing with Business Systems Button
- Customer
and SP Name Match letter body on auto print letters
- Perfected
Logo incorporation into Auto Print letters.
11.5
10-28-03
- Performance
Summary calculates average sale
- Created
Sample company on Web for presentations
11.4
10-8-03
- Created
diagnostic tools for web and permitted huge databases to be transferred to
web.
11.4
9-25-03
- New
Getter Program (Re-written from DOS to Windows to eliminate data capturing
errors and provide numerous on line web diagnostic tools)
- Added
Refresh Traffic Trax function for WAN
11.3
9-02-03
- Fixed
Client machines so don’t create error message and try to connect to web
- Cost
Per Opportunity report enhanced to display more advertising vendors
- Ctrl
A tracks time in minutes with each customer and an average overall for the
company.
- Changed
menu order on eTrax for easier navigation.
- Diagnostics
on eTrax improved.
- Went
from reporting 16 entrances per company to three and reduced bandwidth to
less than approximately 5k per transfer.
11.1
8-27-03
- Added
SP Orientation to Help F1 and latest Info Movie to F7 and will run when in
Reports and on the UpBoard
11.1
8-4-03
- Created
diagnostic tools for eTrax
- Added
Upboard Reports and Maint screens to web
- Displayed
number of rows done while updating so can easily see when complete
- Web
updates only since last update not all week
- Add
adjustable calendars to all eTrax screens and reports
11.17-22-02
- Added
several reports to automatic printing like the IGE, Below Ave Sale and
Closing Ratio, Return Reasons and Out of Rotation
- Allows
Cust mailing to be sorted by Product Cat.
This permits special invitations by product to your unsold customer
database and could turn Trax into your most powerful advertising source.
- Time
with Cust report now displays ten SP at a time rather than three.
- Out
of Rotation report now prints one occurrence per line displaying more
occurrences per page.
- Sort
capability by column for Performance Summary by clicking heading at the top
of column
- Ctrl
N function, which allows an employee to be present, and not get in rotation.
- TT
web providing current hourly data.
11.0
7-10-03
10.3
6-26-03
- Created
IGE Info Gathering Efficiency Report Tracking number of quality
relationships developed with unsold customers for follow-up by salesperson.
- Created
Below Average Closing Ratio and Below Average Sale Reports
- Import
capability (for TT only) customers so they can sync automatically with TT.
Staffing report and Revenue Per Up report.
Their software needs to export to comma delimited flat file
- Traffic
comparison increased from reporting six to now displaying eight weeks
- Added
2nd backup for safety (did Rene set up install shield?)
Uninstall should not delete a good db.
- Created
auto print for sold customers, so now auto prints custom letters for both
sold and unsold customers.
- Date
on To Do List for SP so doesn’t get confused if viewed at a later time.
- Double
Eagle goals set in 10% increments of improvement per year so can adjust
Double Eagle Goal to how long using Trax and based on number customers in
system for follow-up.
- Contact
Manager Improved (no one uses this WHY NOT?)
10.1
5-12-03
- SRI
method issue resolved by Mike
- Move
to Deck Password protected
- Set
higher password capability for admin in TT
- Created
TT Lite for Museums and Library’s
- Added
Dollar Volume per SF And Advertising Cost per Sale and Cost per Opportunity
to Performance Summary
- Auto
Backup perfected on 2000 Pro and XP Operating Systems
10.0
3-28-03
- Ctrl
I function to track overflow by salesperson
- Removed
Inactive SP from Upboard and Goals
- Product
Category and Reasons Didn’t Purchase if Sales Not Made By Salesperson
added to Ctrl A report
- Enhanced
Double Eagle Goals program
- Cust
Info and Mailing Closes Automatically after 15 min of idle time
- Incorporated
Batch File processing Car Toys/Crabtree
8.0.6
3-16-03
- Added
new fields to Import Export
- Run
Getter from client machines
- Help
Displays Company name and update number
- Password
protect change rotation option
- Import
capability added for existing cust db
- Getter
refreshes on WAN
2002
7.8.1
9-1-02
- Resolved
Margin Issues
- Improved
Diagnostics of TT (History)
- Enhanced
To Do List Printing and Action date capability
7.7.8
8-5-02
- Put
Performance Summary In grid Style for better presentation (Show Hide
functions)
- Perf
Letter changes,
- Cust
Info and Mailing Employee Password enabled
7.7.6
07/22/2002
- Performance
Letter Redesigned and made easier to use by highlighting headings of each
Paragraph
- First
letter capitalized customer info screens
- Created
International Version
- (
WARR, ACC, Pers. Trade MAKE THEM INVISIBLE WHEN WE DONT WANT TO DISPLAY
THEM.
- Enhanced
Ctrl A Report by expanding columns
- Allowed
insertion of new customers through Cust Info and Mailing
7.6
4-3-02
·
Created Save As Function for All TT Reports
·
Set UP Auto Refresh of TT when launch UpBoard
·
Resolved Pro 200 Issues (NT Format)
6.0
3-09-02
Import
Export Capability with Business POS Software
2001
- Local
Area Networking for salespeople to access and edit UpBoard
- Wide
Area Networking for management to access reports from remote locations.
2000
- Local
Area Networking for management access to reports
- Developed
Triple lens Traffic TRAX system with engineering firm and synchronized with
Upboard and reports
1999
- Created
CRM Trax program with to Do List
- Harry
Friedman paid 15K to incorporate Dot program into the Trax goals program
- Introduced
Closing Ratios by Product by Salesperson, Performance Letter and Automatic
Printing of Important Reports and Thank you letters
- Developed
Traffic TRAX dual beam system with Omron PLC
1998
- Created
Computer Windows 3.1 and 95 based UpBoard Program
- Introduced
Goals Program and Advertising Modules
-
Worked with John Lawhon to incorporate the ROCC into our Performance Summary
report and did Spring High Point Trade Show together.
1997
- Jan
2 Had Epiphany regarding Up System. Patent
Pending Wall Mounted Electronic UpBoard.
- Sold
first system in August.