Office Tracker New Features

The Newest Office Tracker: Version 8
More Power, More Flexibility, Great New Features
Bring the power of the latest in scheduling technology with Office Tracker version 8.
Great new features, design improvements, more flexibility and several speed and performance enhancements add up to make this the best Office Tracker ever.
Please let us know what you love and what you'd like to see in the future - we're already busy working on the next version.

Office Tracker version 8 is the only version of Office Tracker that has been tested for use with Windows Vista and will the only series updated to reflect necessary Vista changes. We recommend an upgrade to all existing users of versions prior to version 8, if they intend to run Vista on any of their computers.

New Design for the Office Tracker Server Administration
The v8 Office Tracker Server Administration interface is better than ever - easier, more intuitive and more efficiently organized to make your administrative tasks fast. If you're an existing user, you'll notice the change right away as you access the new Server Admin pages and view the new display as shown here.

The v8 Server Administration Interface gives you a static "Contol" area on the left where various categories of server tasks are grouped with sub-categories beneath them.

Clicking on any of the arrowed categories will "open" the category to show the options for that group of tasks.

Moving around from task to task is effortless!

Improved Serial Number Handling
Serial numbers for version 8.0 are required only on the server end, reducing the administrative task of passing the serial number to each client user. Serial numbers are now custom coded so you have just one number for all the options you purchase (such as the Contact Manager, OTPalm, etc.). This keeps your management overhead lower and makes it easy for you to add options later and to upgrade fast. Serial numbers and custom passwords for the server are also stored in a new way so you won't lose your customized changes.

Performance Enhancements
Additional controls including limits on found sets such as the number of contact records found in the new Web Client Contact Manager and in the number of events found on both the desktop and web client, to help reduce unwanted server load.

Sharing Privilege and Group Updates
In version 8, we've made it easier to set up how people in your organization can be assigned to view, edit and add information to Office Tracker. One big change is in our group settings. Now, if a name is added to a Group you created, the name will automatically inherit that group's Sharing Privileges. This saves you time in setting up privileges and makes it easier to manage them. You can still make unique changes to the name's privilege settings, but you will do this *after* you assign them to the group.

In addition, in version 8, you can set Sharing Privileges for a Group to another Group - which is a big time saver for you if you manage a large number of users and resources with Office Tracker.

On the desktop and web client Names Shown dialogs now limit names to those the user has Sharing Privileges to view.

Double-booking Controls for Contacts
Great for appointment scheduling. Based on the contact creators' Sharing Privileges, the double-booking option lets you choose which contacts may be double-booked and warns you before creating the event.

Web Client New Features
The version 8 Web Client adds 2 of the most popular Office Tracker desktop client features: the Contact Manager and Meeting Notifications.

Contact Manager
The Contact Manager for the version 8 Web Client lets your web based users share in the CRM (customer relationship management) of your organization. Scheduling appointments, meetings, classes and other events is quick and easy.

Notifications for Group Events

If you use the web client version of Office Tracker, you'll be happy to know that you can now take advantage of meeting and event notifcations. This Preference is set at the Office Tracker Server and you can choose if you want to use Notifications or not. With Notifications "on" each time you log into the Office Tracker web client you will receive notifications about upcoming events and meetings. You can also reply to notifications from other Office Tracker users.

Improved Window Designs
All windows have been redesigned for better organization, clarity and consistency. The new web client provides the most streamlined web based scheduling system available.

Desktop and Web Client New Features

Improved Find Features
The Find function has been improved in several ways and now lets you find events linked to contacts for improved appointment scheduling.

The new layout makes it easier to organize your Find requests and gives you the option to search for Contacts if you are using the Contact Manager.

You can choose to limit your search to specific Attendees/Resources names and filter by Label or Keyword.

Print Report of Found Events
To print a report of the found events, click the Print Report button. Choose your printer settings and click “OK”.

The Found Events printed report is in a pre-set, non-customizable format

(based on the Detail List print format). It includes a total of the hours/mins. This report can be used to determine time usage on specific people, resources, projects and more.

Contact Manager Drop Down Menus
The Contact Manager has new drop down menus for State/Province, City, Country and other repetitive entries - saving you time and keystrokes.

Drag and Drop Events Across Resources
Any time you need to change an event from one schedule to another, such as to reassign an appointment, change the resource or schedule a different room, you can now select the event, then drag and drop it right on the new name.

Control Double-booking for Your Contacts - Great for appointment scheduling. The double-booking control lets you choose to allow double-booking for your contacts and warns you before creating or editing events.

Time Use Reporting
Automatically totals the duration of events in Detail List and Found Events reports for easy time tracking.

New Reporting Options
Print Found Events in report format (pre-determined columns)

Improved Printing Layouts
The Detail List and Monthly Calendar now print with more clearly defined spacing between events for easier reading.

Additional Updates
Long term and new users alike will appreciate these additional updates:

When printing, any changes made to the names shown will now be saved during that printing session. They used to revert back to the names in the current view you were printing.

Printing Contact Manager notes now wraps to new pages if additional pages are required for a long list of customer notes.

Suggestions/Questions
Please let us know if you have questions about any of the new features in Office Tracker. We value your input and look forward to your suggestions and try to include them in our development plans whenever possible.

NOTE: We make our best effort to keep information up to date, however, all information on this page is subject to change without notice. If in doubt, you are encouraged to get the most updated information by contacting Milum at 1-800-257-2120 or 512-469-2966.

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