Version 1.100 Features

The following paragraphs contain information on features added to or changed in Version 1.100 of QuickFill with each build number that was released. You can see further information on a feature or change by clicking on the green underlined text.

Features effective with Build 1000

Click here for a list of bugs that were fixed in Build 1000.
 

The database file names have changed.

The database version letter has been changed from J to K (e.g. the files are named xxxxx_Knn.QFDAT instead of xxxxx_Jnn.QFDAT). Your database will be automatically updated to match the new version of QuickFill when you open it.

A new 'Salesperson' field has been added to the database.

The new Salesperson field has been implemented  very much like the channel field.  The Salesperson codes must be defined before they can be used. The definition can be accessed from either the 'Marketing' or 'Renewal'  item on the ' Definitions' menu. The Salesperson definition requires a code and a description and allows you to define separate new and renewal  commission rates, flat or percentage, for calculating commissions.  A Salesperson code may be assigned to a Tracking code or Renewal effort code via the appropriate definition screen. When entering any type of  order, new, renewal, and in the audit system, controlled and requalification, you have access to the Salesperson field.

When a salesperson code is entered or imported as part of a new order the code is stored in both the new order record and the subscription record.  Thus the "original salesperson" will always be available (in the subscription).  For renewal (and requalification) orders the salesperson code is stored in the order record.

The salesperson code can be changed via the 'Adjust order' transaction and the 'Fix orders' update.

The Salesperson fields ('original salesperson' as well as 'order salesperson') can be imported via the 'Transaction importer' as well as the 'Subscription import.' These fields have been added to the filters of the vast majority of QuickFill's built in reports and exports and can also be accessed via ODBC,.

A new 'Miscellaneous' field has been added to the database.

This field has been added to the order record. It is a 12 character  alpha-numeric field and has no definition record.

 When entering any type of  order, new, renewal, and in the audit system controlled and requalification, you have access to the 'Order miscellaneous' field.

This field can be imported, exported and accessed via ODBC. It has also been added to the issue label files created by the Label Splitter.

The Subscription 2 tab on the filter  used by many of the reports, exports and updates now allows you to select based on the autorenewal status.

Checkboxes to include or exclude based on the autorenewal status, no autorenew, autorenew and bill and autorenew with credit card, have been added to the 'Subscription2' tab of the filter used by many reports, exports and updates.  

Added 'Delete comment' to user access control

A new entry 'Delete comments' has been added to the list of access rights you can control via the 'User' item found on the 'Definitions' menu.

Salesperson commission report has been added.

A new report, the Salesperson Commission report, has been added to the 'Reports' menu under  'Analysis.'

Auto Renewal Preview report has been added.   

A new report, the Auto Renewal Preview report, has been added to the 'Reports' menu under 'Expire & Statistics.'

Features effective with Build 1001

Click here for a list of bugs that were fixed in Build 1001.

 

The following change applies only to systems with the auditing feature.

The option to create a Report Data File has been added to the Additions and Removals Audit report.

This file contains the fields included in the printed report plus three additional fields: title, subscription status and qualification data.

 

The following changes apply only to systems with the Internet Extensions.

The Internet Import and Export support the new Salesperson and Miscellaneous fields.

If a Tracking code or a renewal effort with an associated Salesperson code is used as an order source on a QuickFill internet Extension site, the resulting order (and subscription if entering a new order) will be linked to the Salesperson code.

Features effective with Build 1002

Build 1002 was a bug-fix release.  It contained no new features.

 

Click here for a list of bugs that were fixed in Build 1002.

Features effective with Build 1003

Click here for a list of bugs that were fixed in Build 1003

 

Added MailerID field to the Preferences and to the Publication Definitions screens.

You may now enter your Mailer IDs  (issued by the USPS) on the Preferences screen and/or on each Publication definition screen.  The field is found on the 'Mail merge' tab of the Preferences screen and on the 'Issue Labels' tab of the Publication Definition screen.  If you use only one Mailer ID enter it on the Preferences screen.  If you have publication specific Mailer IDs enter them on the Publication definition screen.  The new Label Splitter makes use of this field.

MailerID now included in Publication Definitions report and ODBC output.

The value entered via the Publication definition screens is included on the Publication Definition Report and in the ODBC PUB table (PUB_MAILERID is the new last field in the PUB record).

The value entered on the Preferences screen has been added to the ODBC GLO (global) table (GLO_MAILERID is the new last field in the GLO record).

New output formats have been added to the Label Splitter to allow for compliance with announced USPS changes.

Prior to this release the Label Splitter output formats were 'Labels', 'dBase', 'CSV' and, if you had the Audit version of QuickFill, 'dBase Audit' and 'CSV Audit.'  We have added 'dBase SN', 'dBase SN Audit', 'CSV SN' and 'CSV SN Audit' formats.  The new 'SN' file formats (both dBase and CSV) contain three additional fields, TIMESTAMP, MAILERID and SERIALNUM.  These formats were added to make it easier for you to comply with USPS changes that where originally scheduled to go into affect January 26, 2014. MAILERID  and SERIALNUM should be used by your mailer when generating the Intelligent Mail Barcode.  The TIMESTAMP field is used by QuickFill to help insure that serial numbers are not reused too quickly. The SN file formats are only available via the Label Splitter.  The presort label files created automatically by the issue label update do not contain the three new fields.

The Label Splitter now allows you to add the MailerID to each output record and generates an appropriate unique serial number.

If you are running the Label Splitter and requesting one or more of the output files to be in one of the new "SN" formats, QuickFill will scan the Mailmerge folder and examine the existing "SN" type output files.  From these files QuickFill will determine what serial numbers should be used by the current run.  

The Address Change Service Import (ACS Import) has been updated.

The ACS import has been updated so that it can now process USPS ACS records that  are from mailings that used the new 'SN' Label Splitter output formats as well as the prior formats.  The import will automatically determine if it is processing a Traditional ACS file, a file based on the older style QuickFill output (using either the onecode6 or onecode9 data) or the new 'SN' style.  

 

 Click here for an overview of the new Label Splitter feature and related changes to the ACS Importer.

 

Features effective with Build 1004

Click here for a list of bugs that were fixed in Build 1004

 

Added the order batch number to the 'Order' tab of the standard version of the promotional filter.

The 'Order' tab of the promotional filter, the filter used by several updates, the subscription export as well as a number of reports, now includes the ability to select by a range of order batch numbers.

 

Features effective with Build 1005

Click here for a list of bugs that were fixed in Build 1005

 

Added a new section to the Auto renewal preview report and a new field value to the data file (optionally) created by the report.

The 'Auto renewal preview' report, found on the 'Reports' menu under 'Expire & Statistics', now includes a third  section which lists subscriptions that are flagged as 'auto renew and recharge credit card' but are missing the required PASSID.  This section, when required, will follow the 'Auto renew bill-me' and 'Auto renew recharge credit card' sections.

The AUTOREN field in the report data file has been updated. In addition to values of 'B' (auto renew and bill) and  'C' (auto renew and re-charge credit card) the field may now contain an 'X' to represent subscriptions that have been defined as auto renew and auto re-charge but their PASSIDs are missing.  

 

Features effective with Build 1006

Click here for a list of bugs that were fixed in Build 1006

 

Updated the Address Change Service (ACS) import to include the changes announced by the USPS and scheduled for release by the USPS on 1/25/2015.

If you continue to use ACS files in the format(s) available prior to the USPS  new file format,  the import will automatically recognize the file format and process the records in the same manner as in prior releases of QuickFill,

If you are using the new ACS file format, the import will automatically recognize the file format and determine the type of ACS record you are processing (Traditional, Onecode, etc.).

A message has been added to the ACS Import to indicate when the cross reference files are being built.

Features effective with Build 1007

Click here for a list of bugs that were fixed in Build 1007

 

Tax is no longer automatically charged on shipping for taxable orders shipped to Indiana addresses.

This change was made in order to conform with legislative changes. For Indiana orders, the sales tax computation will only include the amount for separately stated shipping charges if you have selected the "Charge tax on shipping" check box on the publication definition screen.

Tax is now charged on shipping for taxable orders that are shipped to addresses in fifteen (15) states.

This change was made in order to conform with legislative changes. For orders shipped to CT, FL, GA, KS, MI, NC, NJ, NM, NY, PA, RI, SC, TN, TX and WI, the sales tax computation is based on the sum of the price and the shipping charge, regardless of whether or not you have selected the "Charge tax on shipping" check box on the publication definition screen.

A new command line option, /RUNEND, has been added.

Use this command line option when running a job list from the command line and you want QuickFill to shutdown when the job list has been completed.  This new option accomplishes the same thing as using the /RUN option with a job list that has the "Shut down QuickFill at end of run" box selected.  The advantage is that this gives you the option of making sure QuickFill gets closed without having to go into QuickFill.

Features effective with Build 1008

Click here for a list of bugs that were fixed in Build 1008

 

You can control the port used by the lock manager service and you can have multiple instances of the lock manager running on the same computer.

We have added features to the lock manager and to the lock manager remote console program that allow the lock manager service to be run (and monitored) on ports other than the default port (8908).  We have also made it possible for multiple instances of the lock manager service to be run on the same machine. The two programs involved LockManager.exe and LockManagerConsole.exe will, by default, continue to perform like their predecessors. Accessing the new features requires administrative rights and the setup is a bit advanced.  To obtain more information, including installation instructions, please contact CWC Software Technical Support.

Features effective with Build 1009

Click here for a list of bugs that were fixed in Build 1009

 

The MailerID value used when running the Label Splitter has been added to the Label Splitter Report.

Whenever you use the Label Splitter to create 'SN' (serial number) files for use with ACS you are required to supply a MailerID.  The value supplied is now included in the Label Splitter Report.

Lock Manager changed to use user name versus computer name in terminal services environment.

The Lock Manager has been changed so that when QuickFill is run in a terminal services environment the user name of the logged in user will be used for the DBUserID rather than the computer name. The maximum length of the DBUserID has been increased to allow for a 20 character user name.

A "No sales tax" option has been added to the Service Code definition.

A checkbox allowing you to select "No sales tax for this service" has been added to the Service Code definition screen.  The default is unchecked.

More information is now reported by the Address Change Service import when members of group subscriptions are involved.

When you select "Process nixies without order numbers by suspending ALL of the customer's subscriptions" and an incoming record is a ship-to in one or more group subscriptions the import will report this in the error file.  If the incoming record also has one or more active non-group subscriptions those will be suspended.

A new payment type, PP (PayPal, Preprocessed) has been added to QuickFill.

When entered via a QuickFill transaction, subscription import or transaction import this new payment type behaves like payment type 'C' and the preprocessed credit card payment types.  In addition, the QuickFIll Internet Extensions (QFIE) will use this payment type if the QFIE site is using Payflow Hosted Checkout, has the PayPal option enabled and a subscriber selects the 'PayPal' option.

A new option for reporting the paid renewal rate has been added to the Renewal Rates report.

The Renewal Rates report has always included the number of renewals and the number of paid renewals.  The percentages reported for the paid renewals were calculated by dividing the number of paid renewals by the number of (paid and unpaid) renewals.  Thus if you had mailed 200 renewals and received 180 renewals of which only 150 paid, the renewal rate would be reported as 90.0% (180 / 200) and the percentage of renewals that had paid  would have been reported as 83.3% (150 /180).

A new radio button has been added to the report filter that lets you 'Calculate the paid renewal percentage based on the number of renewals received or orders in the expiry group.

If you leave this selection at the default (renewals received) the report produced will match the report from earlier builds of QuickFill.

If you select the new option (orders in the expiry group) you will get at different calculation in the summary version of the report (no effort analysis) and the summary section of the detailed report (effort analysis included).

If you run the report with effort analysis included you will get complete data for both all renewals (paid and unpaid) and paid renewals.

Features effective with Build 1010

Click here for a list of bugs that were fixed in Build 1010

 

Microsoft SQL Server is no longer required for Qfie imports and exports.

QuickFill now runs the Qfie import and export processes without SQL installed on the local computer. This means that Qfie imports and exports can now be run on Windows 8, Windows 10, Windows Server 2012 and Server 2016.

For the export, the same files that previously were generated by QuickFill to use with the local QfwQfie instance of SQL are instead directly uploaded to the Qfie server and imported into an SQL DB on the server.  The size of the export file uploaded from QuickFill to Qfie is smaller, so uploads will be faster.

For the import, instead of downloading an SQL DB from the Qfie server and attaching it to the local QfwQfie instance of SQL to query for transactions, an XML file is downloaded containing the same information.

This build  retains the ability to continue using MS SQL Server Express 2005 so that any users who have been making non-Qfie use of the exported SQL database file will have time  to make the necessary changes to replace these SQL files with the new style exported text files. For instructions to switch from using the new text file transfer back to SQL please contact CWC Software technical support.

The Toolbar can now be hidden.

You now control whether or not the Toolbar is visible. The toolbar control is found on the main menu under  'Other.' When the toolbar is visible the menu displays "Hide toolbar" when the toolbar is hidden the menu displays "Show toolbar."

Options for how to process near matches have been added to the Transaction Importer.

You can now choose how the Transaction importer  handles near matches when relying on address matching for locating records.  The two options available are "Copy the incoming record to the reject file" or "Ask me."

Prior Version Of QuickFill (Build 810) no longer included as part of the current installation.

The file Qfw810.exe is no longer part of the QuickFill installation.  In addition to eliminating this file, the installer will also remove the "QuickFill prior version" entry from the QuickFill program folder.

Default output formats for exports (subscription, customer and prospect) are now CSV rather than DBF.

The default output format for the subscription export (both standard and qualification filters), customer export and prospect export (standard and qualification filter) now default to CSV files rather than DBF files.  Also, when you use the "New database" option found on the main menu under 'File' the format for pre-sortable label files will default to CSV.  This change does not affect any pre-existing definitions or saved reports.

Added an accelerator key for accessing  the "Payment Account" field on new order, renewal and payment transaction screens.

The accelerator key 'alt-c' for the 'Payment account' field has been added to the new order, renewal and payment transaction screens.

Audit reports for publications with audit type of AAM Magazine have been reformatted.

The audit reports for publications defined as 'AAM Magazines' have been updated to more closely match the formats announced for reporting periods beginning with July 2015. The changes include some new section headers as well as changes to the overall layout of the reports.

Features effective with Build 1011

Added 'Report data file' option to the 'Renewal update preview' and the 'Billing update preview' reports.

You can now produce a data file when you run the Renewal update preview report and the Billing update preview report.  In addition to the data required to construct the built in  reports, the data files contain the order numbers of those orders that we predict would be renewed or billed.

Features effective with Build 1012

Click here for a list of bugs that were fixed in Build 1012

 

Added the ability to override the default session timeout for the Qfie import and export.

The default session timeout for the Qfie import and export is 10 minutes (or 600000 milliseconds) which is sufficient for most databases. However, if needed, this setting can be increased. For instructions on how to increase the session timeout please contact CWC Software technical support.  

Added a 'Set cancel reason to' field to the 'General' tab of the 'Cancel trial subscriptions' and 'Cancel controlled subscriptions' updates.

When running the 'Cancel trial subscriptions' or 'Cancel controlled subscriptions' update, you can now specify a cancel reason code to be used for each subscription canceled by the update.

The credit card processing system that QuickFill integrates with to process credit card payments has changed its company name to Vantiv Integrated Payments.

All references to the former company name, Element Payment Services (EPS), have been changed  to reflect the new company name, Vantiv Integrated Payments (Vantiv or VIP).

Added a payment type for ACH payments.

QuickFill now contains a separate payment type, AC,  for ACH payments. This change also results in the addition of new account codes for ACH payments.

Features effective with Build 1013

Click here for a list of bugs that were fixed in Build 1013

 

Changed the ODBC output for certain qualification data records.

When a qualification data record (QDT) has a qualification date (qdt_date) but no other qualification data the ODBC driver previously did not out put a record.  This presented a problem when attempting to match certain audit reports and ODBC output.  Now a record is produced.

Added 'Tracking codes' to the filter for the Sales Tax Report

The filter for the Sales Tax Report has been modified so that you can select (include or exclude) subscriptions by their Tracking code.

Changed the Sales Tax Report to include an optional report data file.

The Sales Tax Report has been modified to include an optional report data file. The fields included in the data file depend on which version, Detailed or Summary, of the report you run. See the Sales Tax Report for complete lists of the fields available.

When running the Accounting Period or Year close, two data files are created automatically.  These files will be named SalesTaxRptSummary#######.csv and SalesTaxRptDetailed#######.csv and will be saved in the mail merge folder.

Added suffix to name displayed in scrollable list in 'Lookup.'

The 'Name' data displayed in the scrollable list by the 'Lookup' transaction has been modified to include the value of the suffix field.  This is a display change only -- the suffix should not be entered as part of the 'Lookup' value.

Replaced the display of the fax number with that of the email address on the preliminary 'Lookup' screens.

On the 'Lookup' screens that contain a label image (or images for two-party subscriptions) the email address has replaced the fax on the display immediately below the label image.

Added the option to have matching email addresses affect the behavior of QuickFill's transactions, subscription and prospect importers and the transaction importer has been added.       

A check box labeled "Override match score when email addresses match" has been added to the Address Matching definition screen.  Check this box and whenever address matching is being performed by a transaction or the transaction importer records with matching email addresses will be treated as at least near matches regardless of the differences in the other customer fields.

New filter selections for handling matching email addresses have been added to both the Subscription and Prospect imports.

Only data entered in the "E-mail 1" field will be considered.

This change does not affect the Merge duplicates update.

 

The following change applies only to systems with the Transaction Import feature

Added a check box to the 'Renewals' section of the 'Transactions' tab of the Transaction Import filter to force renewals of unpaid subscriptions to be rejected.

A check box labeled "Reject renewals of unpaid subscriptions" has been added to the renewals section of the 'Transactions' tab for the Transaction Importer.  If checked this policy will be enforced for "R" type transactions as well as "NR" transactions that the system identifies as renewals.

Features Effective with Build 1014

Click here for a list of bugs that were fixed in Build 1014

 

Added ODBC access to prospect qualification data.

A table, QD4, containing prospect qualification data has been added to the list of ODBC tables. The QD4 table can be joined to the Prospect (PRO) table which can then be joined to the customer (CUS) table.

Added a unique subscription number to the subscription record.

A new field, sub_num, has been added to the subscription record. The sub_num is a sequentially assigned number with no check digit.  This field is displayed in the subscription description section (top-right) on the Orders tab of the Lookup screen.

Added ODBC access to the new subscription number field

This new field, sub_num, is accessible via ODBC.

Added option to the Subscription export filter for handling the new subscription number

We have added a new check box, "Include subscription number", to the General tab of the Subscription export filter. When checked the export will include the sub_num. The field in the exported file will be named SUBNUM.

Added field to the Global record for tracking the use of the new subscription number.

The new field in the global record is glo_sub_num and is used to keep track of the last sub_num assigned. The glo_sub_num is accessible via ODBC.

 

The following change applies only to systems with the Audit feature

Added option to the Subscription export Qualification filter for handling the new subscription number

We have added a new check box, "Include subscription number", to the General tab of the Subscription export Qualification filter. When checked, the export will include the sub_num. The field in the exported file will be named SUBNUM.

 

The following change applies only to systems with the Transaction Import feature

The ability to modify the contents of the EMAIL field via the Transaction importer has been enhanced.

When the Transaction importer uses address matching to locate a customer and the result is an exact match, the existing email value will be

updated as indicated below:

Important note

The customer record in QuickFill may contain two email addresses, email1 and email2.  This new feature only applies to email1.  In the Transaction importer input file only the values in the fields named AEMAIL or BEMAIL are relevant.  The values in AEMAIL2 and BEMAIL2 are not used by this feature.

 

Automatic renewals with reuse of credit cards now overrides the Publication minimum billing amount when necessary.

When auto-renewing an order with a price less than the publication's minimum billing amount  and using the "reuse credit card" feature QuickFill will now process the charge (rather than writing it off).

Features Effective with Build 1015

Build 1015 was a bug-fix release.  It contained no new features.

 

Click here for a list of bugs that were fixed in Build 1015.

 

Features Effective with Build 1016

Build 1016 is a bug-fix release.  It contains no new features.

 

Click here for a list of bugs that were fixed in Build 1016.

Features Effective with Build 1017

Address standardization and certification is now provided via the USPS Verify Address web API

Using the USPS option requires that you sign up for a (no cost) Web Tools User ID.  Please visit https://www.usps.com/business/web-tools-apis/welcome.htm to register for your user credentials.

Previously QuickFill supported using ZP4/ZP4Net by Semaphore Corporation.  This product is no longer available.

Features Effective with Build 1018

Build 1018 was a bug-fix release.  It contained no new features.

 

Click here for a list of bugs that were fixed in Build 1018.

 

Features Effective with Build 1019

Build 1019 was a bug-fix release.  It contained no new features.

 

Click here for a list of bugs that were fixed in Build 1019.