VERSION 10.0 - NEW FEATURES (Program comparison)

• Elimination of requirement to manage inventory (all aspects of client care still supported).
• Substantial changes to the program's interface to improve usability and expand functionality.
• Improved vehicle deduction tracking (unlimited number of vehicles - Std and Pro only).
• Home office deduction tracking (Pro only).
• Pre-party planning support (inviting and RSVP tracking).
• Ability to specify any contact as the referral source when creating events.
• Additional label-printing options (prepend Mr. and Mrs., all uppercase, print a specific number of labels)
• Increased financial record capacity (approximately doubled).
• Filtering of archived sales records.
• Daily activities summary display and report.
• Improvements to simplify the setup of follow-up schedules and recurring emails (Pro only).
• Improvements to simplify importing of bank and credit card statements (Pro only).
• Personal email histories for each contact (Std and Pro only).
• Client "wish lists".
• Filtering appointments and tasks to include multiple categories (Std and Pro).
• Support for easily creating "links" from merge fields when sending emails (Std and Pro).
• Support for easily creating "links" from images when sending emails (Std and Pro).
• Increased support for tables when sending emails (Std and Pro).
• Multiple HTML "signatures" allowed when sending emails. Store and insert any HTML content.
• Longer entries allowed in main contact information fields (names, addresses, company, title).
• Simplification of tax and freight handling for more intuitive checking of entries
• Vertical totals on the Team (Downline) Activity tab (Pro only).
• User-selectable date format when merging birthdays, anniversaries, order and event dates into emails and letters.
• Report emailing. Virtually any report can now be easily emailed to any contact.
• MapQuest directions and maps for any contact (single click).
• Product groups. Large product lists can now be broken into groups to simplify product selection.
• Extensive improvements to "category" management making it easy to move multiple records to a new category and to rename categories.
• Ability to create "commission-only" sales for tracking customer purchases without impacting financial records.
• Exporting of data to TurboTax® and TaxCut® (Pro only).
• Expanded options for emailing invoices (Std and Pro).

VERSION 9.0 - NEW FEATURES

• Automatic conversion of direct-to-client Purchases into Sales
• Goals screen for tracking progress towards monthly, quarterly and yearly goals
• Printable downline diagram
• Linking of contacts to Events without entering a sale
• Follow-up schedule importing and exporting (includes all emails and images)
• Host order tracking and reporting
• Contact merging to eliminate duplicates
• Report sorting on up to three fields
• Right click options for highlighting and resolving undelivered items
• Multiple status settings for tasks (To Do List)
• More task viewing options
• Ability to have the program automatically create backup files for you
• Leg Total column on Activity display in Downline screen
• Additional downline filtering options based on renewal dates and activity levels
• More flexible birthday, anniversary and renewal notifications
• Automatic modem detection
• Ability to create and open Word (.doc) files
• Exclusionary contact filtering
• Ability to search for multiple entries (e.g. MI,CA,OH,IL,VA) at one time
• Company-specific freight calculation option
• Credit card validation based on industry standard LUHN-Mod 10 methodology
• Option to show sales tax fields on Income and Expenses screens
• Full integration with HTML email subscription service
• Full integration with Business Tools Content Bundle (ready-made schedules, HTML emails and letters)
• Email queueing for background (metered) delivery (Express and Pro only)
• Automatic copying (CC) of emails to alternate address (Express and Pro only)
• Automated recurring emails for birthdays, anniversaries, reorders etc. (Express and Pro only)
• Caller ID listening and responding (Express and Pro only)
• Importing of expenses from checking / credit card statements (QIF, OFX, QFX - Express and Pro only)
• Integrated network setup (Express and Pro only)
• Data archiving (Express and Pro only)

VERSION 8.0 - NEW FEATURES

• One-click emailing of HTML invoices to clients
• One-click uploading of payment information to ProPay™ for credit card processing
• True HTML email editing (copy and paste from web pages or Outlook/Outlook Express)
• Client profiling and recommended products
• One-click inventory reconciling
• Extensive report filtering options and custom report headings
• Client, product and event profitability reports
• Importing and exporting of income and expense records
• Automatic program updating
• Enhanced payment tracking (track multiple credit cards on sales and purchases)
• "Balance Due" notifier when entering sales
• Secondary address and email fields, additional phone field, track up to four credit cards per client
• Expanded user-selectable "Options" throughout the program
• Expanded and improved direct updating for companies that allow data importing
• Improved purchase optimizer for Arbonne Intl.

VERSION 7.0 - NEW FEATURES

• Expanded invoice customization options including images and appended text
• Customizable "spreadsheet" display of contact listings
• New functions to handle product trades, loaned and borrowed products
• Report exporting to HTML or Excel-compatible format
• User-definable contact reports
• Import templates and new options to "polish" data during importing
• Enhanced sales and event filters for targeting communications
• Enhanced "Schedules" can include emails, tasks and appointments for automated follow up
• Enhanced and expanded mail-merge letter writing
• Randomly select contacts to create groups or modify contact information
• Appointment categories and filtering (color-coded)
• Separate invoice header information for each active business
• User-definable inventory reorder thresholds with warnings
• User-definable Inventory Summary reports
• Enhanced odometer tracking handles mid-year vehicle exchanges
• Event linking and reporting for virtually any kind of financial transaction
• Product setup allows setting of products to "Active" or "Inactive"
• Separate "signatures" for email and letter writing in each active business
• Automatic filtering of contacts when switching businesses
• New product fields for "alternate" cost and volume settings
• Page and font formatting for all reports
• Balance Sheet and Monthly Summary reports
• Expanded contact filter and search options
• User-settable percent profit and hours worked for each event
• Easy reference to "referring host" when entering a new event