Instructions

Practice Builder Update

Details of May 12, 2008 User Notice 

Please select No when the following prompt appears.  The next update download will be available soon but as it is not yet ready, selecting no is the easiest response.  Selecting Yes will download the last update and the message will repeat. If you have any concerns please contact support at:  support@financialsoftware.com or call 800.666.1656

Practice Builder - User Prompt Screen select - No

Details of February 11, 2008 Update (Version 08.02.11)

• Find by Client Record Number

• Search Memo/Comments

• Ability to Mark Client as Deceased

• Check Practice Builder 2008 Compatibility
• Includes all program fixes and enhancements from previous updates.
• Includes documents released after the 2007 Annual Update.

Details of November 5, 2007 Update (Version 07.11.05)

• Updated Key Code Filter

• 2007 Year End Tax Planning Memo

• Added New Virtual Sales Aassistant FINRA/NASD approved documents

• Includes all program fixes and enhancements from previous updates.
• Includes documents released after the 2007 Annual Update.

Details of September 5, 2007 Update (Version 07.09.05)

• Key Code Filter

• Close database automatically when performing Compact and Repair, Backup, and Restore functions

• Ability to rename appointment types

• Removed IT_106, IRS Boosts Tax Deduction for Bus. Drivers

• Miscellaneous edits to AN_07, AN_09, BI_05, BI_06, BI_09, BI_13, BI_20, BI_22, BI_33, BI_49, BI_56, BI_61, BI_63, BI_82, CC_01, CM_08, CM_15, CM_19, CM_30, CM_33, EB_01, ED_13, ED_14, ED_15, ED_16, ED_17, ED_18, ED_20, ED_21, ED_22, ED_23, ED_25, ED_26, ED_30, ED_31, ED_32, ED_33, ED_35, ED_37, EL_13, EL_14, EL_16, EL_20, EL_43, EL_44, EL_48, EL_106, EL_107, EL_126, EL_110, EL_129, GB_01, GB_03, GB_07, GB_10, GB_12, GI_12, HI_15, HI_17, HI_18, IN_57, IN_98, IT_75, IT_76, IT_78, IT_80, IT_81, IT_86, IT_87, IT_88, IT_91, IT_93, LI_33, LT_80, LT_81, MI_01, MI_22, MI_27, NT_25, OB_29, PM_04, PM_09, PM_90, RE_06, RE_08, RE_10, RE_15, RE_16, RE_18, RE_20, RE_21, RE_22, RE_23, RE_25, RE_28, RE_29, RE_30, RE_26, RE_34, RE_36, RE_40, RE_42, RE_46, RE_47, RE_48, RE_49, RE_50, RE_52, RE_53, RE_54, RE_55, RE_56, RE_57, RE_58, RE_59, RE_60

• Includes all program fixes and enhancements from previous updates.
• Includes documents released after the 2007 Annual Update.

Details of April 28, 2007 Update (Version 07.04.28)

• Microsoft Office 2007 compatibility
• Microsoft VISTA compatibility
• Action Dates: Added Weekly, Monthly, and Quarterly intervals
• Plan Builder Client DataExchange Issue Corrected: ® causing error on Plan Builder Import
• Login UserID accepts only the UserID limit of 8 characters
• Miscellaneous edits to AN_05, AN_13, CC_25, EL_70, EL_113, EL_121, IN_79, IN_96, IN_100, IN_123, IT_01, IT_02, IT_03, IT_04, IT_05, IT_06, IT_07, IT_08, IT_09, IT_11, IT_12, IT_13, IT_15, IT_16, IT_17, IT_18, IT_19, IT_21, IT_24, IT_26, IT_27, IT_28, IT_29, IT_30, IT_31, IT_35, IT_40, IT_41, IT_44, IT_46, IT_48, IT_49, IT_55, IT_58, IT_59, IT_60, IT_61, IT_62, IT_63, IT_65, IT_66, IT_69, IT_70, IT_72, IT_73, IT_74, IT_77, IT_89, IT_100, IT_103, LI_22, MI_10, MI_12, MI_19, MI_24, OB_07, TM_135, TM_137, TM_140, TM_141, TM_168
• Includes all program fixes and enhancements from previous updates.
• Includes documents released after the 2006 Annual Update.

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