Original publication date: August, 2007

Hidden Features of Builds 420 and 421

As part of the Softshare 'CATS servers move, all hosted databases were upgraded to the latest build (build 421) of Softshare WebCATS. Since many of you probably jumped from WebCATS version 419 or lower, we're going to highlight some of the smaller features found in builds 420 and 421 that you may not have yet noticed. (To read up on the bigger features, which were previewed in the last issue of Softshare Times, visit the archived article titled WebCATS 4.1 Build 420 is Almost Here

• Bid matching centers with clients using mybidmatch.com can now access their center's mybidmatch.com master index via WebCATS, by means of a hyperlink on the center record. To access the center record in WebCATS, click on any hyperlink in the WebCATS interface that displays the center's name or ID.
• Custom client reports now support the ability to include the primary contact's physical address and e-mail address in the report output.
• In the follow-up e-mail reminders that are created after saving a new counseling session record, the VCalendar (.vcs) file that is attached to the e-mail is now compatible with Oracle's e-mail program.
• The Description field found in conference records has been expanded to support 1,200 characters.
• A new heading (1b) was added to the SBA Economic Impact Report worksheet to mimic SBA's method of calculating the "New Businesses Created" milestone/goal. For more information on this new heading, visit the FAQ titled How do I calculate the following SBA milestones/goals: new businesses and jobs created, capital infusion, extended engagement clients, and long-term counseling clients?
• You now have the ability to create user-defined fields on the Contacts, Milestones, Investments, Inquiries, and Conferences forms. See the archived article titled WebCATS 4.1 Build 420 is Almost Here (link to http://www.catseasily.com/company/newsletter/archive /docs/webcats_4_1_build_420_is_almost_here.asp) for more information.
• The activity history list that displays for every client records has been expanded to also show the activity of any contacts associated with that client record. See the archived article titled WebCATS Build 420 is Almost Here for more information.

© 2012 Softshare, Inc. All rights reserved. This article is part of an archive of Softshare newsletter articles dating back several years. Some of the screenshots, procedures, or information contained within this article may no longer be 100% accurate or relevant, as Softshare's software and services are very fluid. Thank you for your understanding.