Update on the Most Recent Documents Feature

CATS now includes an updated Most Recent documents feature (see my previous post). The documents tracked have expanded from just Reports to include Sale Contracts, Purchase Contracts, and Invoices.

Recent Reports: Access a list of the most recent reports from the '?' menu. You can print reports from almost anywhere in CATS!

Recent Contracts & Invoices: When navigating to a Sale/Purchase Contract or Invoice you now have the option to select a recent contract/invoice number from a list. Moving back and forth between several contracts has never been easier.

Control the Information that CATS Keeps: Use the Most Recent Documents settings to fine-tune the most recent document tracking. You can disable tracking completely or just for individual document types. You can clear your document history and tell CATS just how long to remember old documents (anywhere from a couple days to a year and more!)

Production Help Files Completed

There are three new sections available in the CATS manual:
Production (manual section) - a brief overview of the production process.
Production Settings (manual section) - details the options available to users in the production area.
Creating and Managing Production Requests - a step-by-step description intended to aid users in adding and maintaning production requests.

These sections are available from the Help Index under the title "Production".


We will be updating Help files on our clients' systems in the coming weeks.

Recently Printed Reports

One new feature I am currently working on is a list of Recently Printed Reports. This provides each user with reports they have recently printed.



The Recently Printed Reports tool has the following functions:

• Modify & Print: By clicking on the name of the report the user can change the reports properties and print.
  
• Print "As Is": By clicking the Printer icon the report will be printed without modification.
• View HTML Output: Clicking on the HTML icon (if available) opens the HTML file in the default browser.
• Remove From List: Clicking on the Delete icon (Red X) removes the entry from the list.
  

Along with the ability to quickly print common reports, another benefit is the ability to print a report while you're in the middle of other work. The list is available from the '?' menu, so you can access your recently printed reports from almost anywhere in CATS. And once the report has printed you can return to work right where you left off.

This is being tested and tweaked and should be making its way into the program soon.

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