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Release Notes

TARGET Revision 26.3

May 2012

The big change in this release is the addition of an html-style signature block on quotes. Because this is html, almost anything can be done in it. It can contain links, pictures, scanned signatures, and so on. The total size is without limit, but we strongly suggest keeping quotes to a single printed page when possible.

After you install this revision and send back the form, we will send you a quote from your system with the new html-style signature block installed. Kathy can then make whatever fancy content you would like. Each user can have a default html boiler but that can be overridden on each quote.

The default html boiler name is put in user maintenance in the new field called HTBOILER. When this field is completed the boiler file does not have to exist, but when the quote is emailed if it does not exist and has not been changed the quote will not be sent. If you don't want a default, just leave the field in user maintenance blank.

On the quote screen (F5) the new HT BOILER field will get the contents of the user default on the creation of a new quote. After that, the user may modify it or blank it as desired. The same is true of the new HTBOILER field in the bulk email quote screen in the back office.

Note: It is important to note that we will need to make a change to the two quote forms we have stored on your system to implement this feature. When we do, we will ask which of the following fields you want us to remove because the content will be in your new html boiler plate:

  • Your name
  • Your email address
  • Your web address
  • Your telephone/fax
The information to be removed from the quote is only fixed information about you. Information about the machine being quoted or the quote recipient will remain as it is.

The second boiler plate (normally your signature) can stay as it is in your system but you must decide whether it should show on quotes or not. This decision affects everybody in your company, not just a single salesperson.

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