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News & Events!
This page contains an up-to-date listing of changes to our
customer support web, including information regarding product updates, scheduled releases,
or problems and work-arounds that may affect our customers. There are also technical notes on particular issues. If we
make any important improvements, or any serious bugs are reported or get fixed, we'll
place a notice here, along with details. The
Ziata! Release History is below.
See Awards and Recognitions.
For those of you who are visiting this site as a result of your interest in E-MSG!®,
look no further. E-MSG!® was substantially re-written from the ground up and
incorporated into Ziata! as a module. As a result, E-MSG!® now incorporates full
database functionality and is the slickest database front-end around. Take e-mail
telephone messages and automatically update your core database. WOW! See more
at our on-line Manual or the executive summary.
If you are interested in becoming a VAR or Distributor, please contact us at info@ziata.com
for details.
My Key Ring! Release History
VERSION 3.1.x. The current release of My Key Ring! was released on February
1, 2005. This is the first publicly released version separate from the
high-end enterprise version.
Ziata! News
VERSION 7 is due in June 05. For a
limited time, registered users of Ziata! 6.x will receive a free upgrade.
If you are not a registered user of Ziata!, now is the time to so. There
will be a significant price increase, as we have made significant improvements
to this premier workflow package.
VERSION 6.1.0.0.
(9/17/02)
Improvements.
General.
-Powerbar Added.
-Powerful CC Lists. Implemented in E-MSG!, Mindsaver.
-Now checks prepositions for New Entities, eg. "Secretary Of State" is now "Secretary of State".
-Quickfinder, New Mindsaver, does not list the entities if the entity is known or presumed per your current work.
-QuickFinder, added date.time sorting for creation date lookups.
-QuickEntry. Tabstops are now enabled if neither male nor female are identified.
-QuickEntry. Automatically enters a default address.
-New Telecomm. Radio button to indicate type.
-Autocapitalization is now turned off if you hold down the shift key, eg, previously, "File W/o Tab" can now be "File w/o Tab" if you hold down the shift key with the w.
-In subfile properties, now checks for new files after creation of a
subfile, in the event the folder already existed with files.
-Entity Details. Rules for Customer editing viewing. New Rights. To view Customer General Properties, you must be allowed per security rights or any member of the customer team; to edit, you must be allowed or the first two members of the client team (e.g. if the team is a Billing Attorney, Responsible Attorney and a Paralegal, only the attorneys can edit unless the Paralegal is a member of a group with universal rights to edit.)
To view Customer Miscellaneous Properties, you must be allowed per security rights and be any member of the customer team; to edit, you must be allowed and the first members of the client team (e.g. if the team is a Billing Attorney, Responsible Attorney and a Paralegal, only the Billing Attorneys can edit if permitted.)
-Main Menu. Added menu items for Contacts, Tasks.
-After creation of a new person or company, prompts for locations and
telecomms.
-After creation of a new location, prompts for adding telephone numbers.
E-MSG!
-EMSG! has new functionality on subject line and in the message.
Mindsaver.
-Mindsaver logs regenerated on monthly basis.
-Mindsaver Server has additional options for packing the database and backing up. Mindsaver will also update document objects into files. You can also launch files for maintenance.
Fixes:
Mindsaver.
-Move a Mindsaver fixed. Also it used to assign the first project/matter, even if the project was inactive, now Ziata! assigns the first *active* project of the client to whom the Mindsaver is moved.
Contacts/Tasks; Ziata! Address Book.
-Problem with correlation between network setup and local use in Contacts/Tasks as separate modules.
-Contacts were not showing persons and companies from the network, if there was a network login, as a result of no login prompt.
-Integration with Outlook now uses the Business Address also for the Home Address in Outlook for merging purposes. It does not display in the Ziata! Contacts as Home Address, but will show in Outlook as Home Address.
QuickEntry.
-Partial QuickEntry entries fixed. Used to give an error if partial QuickEntry entries were entered.
Files/Subfiles.
-File and subfile properties "Gregg Zegarelli" placeholder showed even if not possessed by a User (it displayed the correct User name if a file or subfile was actually possessed).
-Fixed listings of subfiles.
General.
-Fixed word checking in addresses, "baptist" was changed to "bApartmentist". The was the result of the "apt" being automatically changed to "apartment".
-Fixed if you search on a person's name in the personal listing dialog box and click New, the name is parsed properly for the default entry information.
-Fixed getting e-mails from publication lists, now drills down into lists referencing other lists.
-Listing for Subject Codes did not match the field names in the Subject Code Properties
-Projects Property Box there was no security on revisions to the Customer Team.
-Project Subject code retrieval would not go to current code.
-New Assumed Names dialog box would not search for closest entry.
-Fixed Mail Slip properties, added features.
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VERSIONS 6.0.1 Update
Fixes
Upgrade bug with apply button
Adding a another subscription list to a Subscription did not show the list name. (Form View Fix)
QuickFinder, Relate Locations, Gives Default Name
QuickFinder, speed buttons update on scroll more effectively
Mindsaver List had inconsequential bugs in New
New Functionality
QuickFinder, Mindsaver shows list of Mindsavers
Mass Mailings: Generate Mailing: Allow Holds based upon Last Sent Date. (Disabled until international verified)
Automatically set security key. (in Upgrade procedure)
Core error notice checking on New Relationships (in NewTitle)
Mindsavers not changing To-Do Tracking Date (dmworking fix)
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VERSION 6 |
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MAJOR FUNCTIONALITY ADDITIONS
Overall
Internationalization
Telephone Masks
Zip/Postal Masks
SS Number Masks
Date Masks
EIN Masks
Main interface includes superior navigation and data
Runs faster and more streamlined
Default Website, Launch from QuickFinder
Smarter checking of telecomm. type
Smarter Soundex searching
Web support
New Maiden Name: bug fix for full name
Better Main Menus with more options
Better Main Menu Help, with detailed How Do I support
Palm pilot integration via Outlook
Export Data
Create Contact/Task Books of Favorites available off-line
Integration into Outlook: Tasks and Contacts
Favorite Objects
Documents
More control over documents, including document properties
Favorites
You can now save and display your favorite objects for easy viewing: Ziata! objects, files, folders and programs!
Files
Move file to another client
Move a subfile to another client
Move a subfile to another file
Move a document to another subfile
Drag and drop file management
Rename a file or subfile resynchonizes to disk
Improved disk synchronization
E-MSG!
Pad is overall smarter
Smarter recognition of telecomm types
Smarter connecting of objects
Consistent naming and default relation names
Internationalization of telephone masks
Entity Properties
Add default website
Traps changing client names to sync folders
Automatic Client name and folder synchronization to disk
Add a person's picture to the database, great for security
Files Properties
Now automatically adds document objects to the subfile object
Synchronizes physical documents on disk to Ziata
Location Properties
Add a location's picture to the database, great for real estate deals
Import
Networkwide Importing
"Non-modal"; can minimize and use other modules
Mindsaver
Birthday/Annual Meeting Mindsavers Smarter
Mindsaver now automatically prints nightly reports
Mindsaver Dates has a new "whose" field,
like Mindsavers, which defaults to the
related Mindsaver "whose" field.
New Control Panel
Move to Another Client
Copy a Mindsaver
Create a Form Mindsaver for Re-Use or Copy as a Form
New and Improved tracking of Mindsavers
Reports
Passwords
Improved update/upgrade notices
Automatic registration notices
Project Properties
Now has a default Subject, used by default in related objects
Publications
Distribution Lists
Physical Publications (Labels) much more powerful addressing
Wedding Lists a breeze
QuickEntry
Lookup a Company
Checks for a Direct Dial for Extensions
Additional sorting, filtering, relating
Remembers state and country information for a city
QuickFinder
Smarter "Best Telephone Number" finding
Sort by First Names
Distribution Lists for Email
Improved contact date maintenance
Improved Notes creation
Create client and entity notes from a menu item
Much improved menuing
Reports
To Do List
Mindsavers by Date
Mindsavers by Client
Report Lookup
Many More!!
Security
Full Security Rights, on a user/group basis
Telecomm Lists
Improved Filtering and Sorting
Utilities
Fix to Backup directory routine
2/14/99
MAJOR FUNCTIONALITY CHANGES:
*Profiles: You can now establish different folder Profiles. If you need multiple Profiles, you can turn on profile selection in the Configuration screen. Each Profile can point to a different set of databases, eg. Portable Computer Profile, Server Profile, Test Profile.
*Synchronization of Portable Files: You can now take databases and synchronize them with, for example, the server databases. You must have more than one Profile for the this option. See Utilities, Synchronize.
*QuickFinder: Extremely powerful field and SQL filtering at View, Filters, Tailored Filters.
*Generally: Entities now inherit locations of Immediate Family Members
MINOR FUNCTIONALITY CHANGES:
*QuickEntry: Did not save addresses to both person and company even if checked on Additional tab.
*QuickFinder: Menu now says "Mark as [Client]" and "Unmark as [Client]" to be more intuitive that you are not creating or deleting a data record.
*Relations: Family Tree inheritance was improved.
*Properties Boxes: Now says "Notes Exists" on tabs if notes exist.
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VERSION 5.1 RELEASED!
We've worked very hard to implement your comments
suggestions; please keep them coming. We
are very pleased to respond to your needs! There are so many changes to Version 5,
we cannot even begin to list them all! We will have a feature update
list online soon.
For example, Ziata!, through its knowledge base
of males/females and family relations, now assists you in building family
trees as you enter data! There is nothing like Ziata! for your data
management.
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Our international users have requested
additional international support, primarily in field labels and entry
masks. We acknowledge this issue and are working diligently to
implement the requests. |
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Version 5.1.1. Pre-release early
version currently available
on CD-ROM.
- Books Properties:
- Able to be canceled
without section information.
- General
- Additional international support.
- Updated Help File.
- Updated QuickStart Document
- Main Menu
- New Functionality
- Quick Entry:
- Default button changed to
Apply from OK.
- If information exists and you try to
cancel, prompts for confirmation.
- QuickFinder:
- Ampersand allowed in search
string.
- Publications:
- More subscription and
addressing options.
- Toggle Hold for physical
subscriptions.
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Version 5.1.0.7. 5/14/00.
- Additional subscription support for physical mailings.
- Key functionality for consolidated
addresses; that is, if you have two people at one address and you
want the label to include both names (eg, a husband and wife), it's
just a mouse click.
- More configuration options.
- Folder References:
- Folder References change when Customer name changes and the physical
directory name is changed, if you choose.
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Version 5.1.0.1. 4/00. Freeware
release. To many improvements to identify here. |
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Ziata Solutions, LLC All rights
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Revised: February 20, 2005.
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