Check out our new website redesign and signup for free Sales Training Newsletters
Sales Navigator v15.1 Update  - April 2010  
Sales Navigator v15.5 Update - July 2011     

Instructions for v15.1 Upgrade 04-07-10              Watch This Video Instruction Guide!
                                                                                   
Notice: if you are currently on our subscription service, this upgrade will update your system without any problems.  If you are not, this upgrade MAY bring your system down.  DO NOT attempt this upgrade if you are unsure of your status.  Please call 7-4 PST if you have any questions at 805-434-1111.  Please do not attempt this upgrade after hours or on weekends as we may not be around when you need us.

  1. Logout of Sales Navigator, then run one last remote update to make sure your current if you have the remote synchronization feature.  On a network, ALL users must exit.
  2. MAKE A BACKUP FIRST, run your full backup, click on START, then programs, then Sales Navigator, then backup.  Phillips Software is not responsible for data that gets overwritten due to ANY situation.  You ARE responsible for your own data.  This upgrade will NOT overwrite any existing data by design, but a backup MUST be done first before continuing.
  3. Click here Salesnav040710.exe and run the program where it is.  If you have hi-speed access, just run it, don't save it.  If you have slow internet access, you can save it to disk first, then run it, just remember where you download the file so you can find it.  This file is 40mb in size, so if your speed is too slow, contact us for a CD.   
  4. MAKE SURE YOU SELECT THE CORRECT PATH.  It should be c:\navigate for most of you.  n:\navigate for a network.  Please be aware you only have to run this once on a network for ALL users.
  5. Follow the prompts to complete the installation
  6. Make sure your new version of Sales Navigator launches ok. 
That’s it.  If there's a problem, call me right away at 805-434-1111.

PLEASE SEND ME AN EMAIL CONFIRMING YOU HAVE COMPLETED THIS UPDATE.  by clicking here
jstone@salesnavigator.net

NOTE: In some cases, older systems may not have all the fields in all the files necessary to run the new version of this software.  You may get an error, field out of range when saving a new company.  The system will still operate ok, it just won't save new entries.  Please call as soon as possible.  It's a quick fix.

Release Notes - all items either added or corrected

January 2010
1. F10 Key was saving when no record was showing saving a blank company
2. Totals panel missing in Order Entry module
3. Notes Limit to person button wasn't displaying correctly
4. Person icons in person view not showing
5. Beg of file, End of file, pg-dwn, pg-up icons in major list views added
6. Copy, cut, paste icons added to notes detail
7. MS Word had pathing issues
8. Quickbooks Interface working
9. Address Grabber Interface working
10. Logout message saying program not found fixed
11. Login message saying user counts exceeded fixed
12. Couldn't edit products even with system admin rights
13. Auto-close of restore registry feature added
14. County field added back to address front panel
15. Couldn't select printer in SNReports
16. if only one line in order entry lines added, wasn't displaying properly
17. Option added in preferences, set defaults to turn off auto action items and notes for sales cycles
18. Save button enables to always be enabled
19. Special versions of all login programs to auto launch remote update
20. Remote update now capable of minimizing automatically to systray
21. Notes Detail and summary areas, reordered buttons so most used on top
22. Proposals weren't displaying right
23. Notes summary sometimes not displaying
24. Added @CustomSelection capability extending reporting capabilities
25. Title added to person search lists
26. Person name added to person header
27. Browse buttons for all report panels in preferences
28. Advanced Utilities now v15.1
29. Remote Update maintenance now v15.1
30. All utilities and programs v15.1
31. None button is sales cycles set to "none", instead of blank

February 2010
1. Creation of blank companies corrected
2. Warrant Expiration date displayed on front panel as well as warranty panel
3. Biolog Sales Cycle definitions corrected

April 2010
1. Cut, Copy, and Paste in Notes Detail area
2. Navigation icon bar added to all list boxes.  Beg of file, Pg Dn, Prev, Next, Pg Up, and End of file
3. Biolog Sales Cycle definitions corrected
4. All Login Programs modified to launch differently
5. Systray enables Remote Update programs from login screen
6. Corrected problem with proposals traveling with Remote Sync
7. Visit view had problem with which sales manager was receiving notification emails
8. Installs now support Windows 7 and Server 2008
9. Events now fully supported with Remote Sync
10. Events Reporting Panel added
11. Address Grabber fully supported
12. Quickbooks fully supported
13. Builder and File Explorer added
14. All Action Item manager Utilities in Advanced utilities given option to delete or xfer items
15. Support for 2 more indexes in orders
16. F10 was creating blank records 
17. Several searches were creating blank records
18. Terms added to Order Entry
19. Installed date and Phase added to sales History
20. Option to Override Proposals deletion and editing protection
21. Latest Calendar popup added to installation


Sales Navigator v15.5 Update - July 2011

                                                                                  
Notice: if you are currently on our subscription service, this upgrade will update your system without any problems.  If you are not, this upgrade MAY bring your system down.  DO NOT attempt this upgrade if you are unsure of your status.  Please call 7-4 PST if you have any questions at 805-434-1111.  Please do not attempt this upgrade after hours or on weekends as we may not be around when you need us.

  1. Logout of Sales Navigator, then run one last remote update to make sure your current if you have the remote synchronization feature.  On a network, ALL users must exit.
  2. MAKE A BACKUP FIRST, run your full backup, click on START, then programs, then Sales Navigator, then backup.  Phillips Software is not responsible for data that gets overwritten due to ANY situation.  You ARE responsible for your own data.  This upgrade will NOT overwrite any existing data by design, but a backup MUST be done first before continuing.
  3. Click here SalesNavUpgrade15.5.exe and run the program where it is.  If you have hi-speed access, just run it, don't save it.  If you have slow internet access, you can save it to disk first, then run it, just remember where you download the file so you can find it.  This file is 40mb in size, so if your speed is too slow, contact us for a CD.   
  4. MAKE SURE YOU SELECT THE CORRECT PATH.  It should be c:\navigate for most of you.  n:\navigate for a network.  Please be aware you only have to run this once on a network for ALL users.
  5. Follow the prompts to complete the installation
  6. Find the icon that says "CONVERTDATA" with the small yellow ship in a porthole, double click it, press the convert System button and wait for it to complete.
  7. Make sure your new version of Sales Navigator launches ok.  If it does, delete the CONVERTDATA icon.
That’s it.  If there's a problem, call me right away at 805-434-1111.

PLEASE SEND ME AN EMAIL CONFIRMING YOU HAVE COMPLETED THIS UPDATE.  by clicking here
jstone@salesnavigator.net

NOTE: In some cases, older systems may not have all the fields in all the files necessary to run the new version of this software.  You may get an error, field out of range when saving a new company.  The system will still operate ok, it just won't save new entries.  Please call as soon as possible.  It's a quick fix.

Release Notes - all items either added or corrected

July 2011
Some of the new features are:

• Enhanced Support for Microsoft SQL Server 2008.
• Zero Dollar Sales Orders
• New Calendars
• Enhanced Security
• Enhanced Quick Searches
• Person Phone Lookup
• Numerous bug fixes including the error of creation of new company’s persons when performing searches
• Sales Cycles Color Coded
• Customer Service has been significantly enhanced with:
- New Calendar
- New Task Scheduler
- Resource Tracker
- New Notes Area specific to Tech Support
- New Warranty Record from History Record
• Order Entry bug fixes
• Product Managers Item Catalog Security
• Sales Navigator users will now work with Active directory
• Advanced Utilities for Administrator has many enhancements. Example would be the global normalization of phone numbers.
• Calendars are introduced and recalls now work with MS Outlook.
• A Significant amount of bugs have been resolved.

Sales, Customer Service, and Order Entry
Fixed Product Editing Security
Events Database that captures sales cycle changes, account type changes, and rep changes.
All Action Items are accounted for in all Utilities to allow user to determine what to do with action items when an account is reassigned.
New View determines if AIs exist and asks what to do with them, no more orphan action items.
Proposal Deletion Security added
All date selections updated
Calendar View packed with new features
Calendar Special Dates Editor
Calendar Categories
Enhanced Security on Company Name Changes
Enhanced Action Item creation with duration, time zone, etc to match calendar
Ability to include name and greeting on the proposal
Automatic Action Item Creation matching Sales Cycles to enhance sales funnel flow
Can be turned off or on
Sales Cycles Color Coded and Company Lists enhanced to include color codings
Enhanced product View
Phone Number Search in Person View
Enhanced Quick Search
Fixed Creation of No Company Found Companies
All text areas checked for max characters
Fixed proposal line editing issue

Customer Service
Customer Service Calendar to track Tasks, schedule tasks, color coded, printable
Task Creation with many new features, track resources, rep, field calls.
Equipment View
Tasks can be generated by Incident or by Specific Equipment
Ability to create warranty record from sales history record
Customer Service Notes

Order Entry
Corrected problem with order line creation
Create Warranty Record from Sales Order
Warranty View Added to Sales Order Module
Enhanced Kitting to allow zero dollar kits

 

Copyright © 2011 Phillips Software
Sales Navigator is a registered trademark of Phillips Software. Do not duplicate or redistribute the content of this website.
Any comments about this website should be directed to sales@salesnavigator.net