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Commence RM3.1 New Features

The latest release, Commence RM 3.1 is almost here. This exciting new version is due for release in the US this month, and internationally very soon after! Our customers on a Maintenance Plan will automatically receive their update to Commence RM 3.1. 

This release includes many new features, which will make Commence users more productive and efficient. Some of the areas that are enhanced include

  • Refinements to existing features, with improvements to Windows support and Outlook integration, synchronisation, Connect for E-mail, and Palm Pilot Link
  • New ways to View and Manage Commence Information: Detail Form, Report Viewer, Organisational Chart & Sales Funnel, and Excel Integration.
  • Enhanced programming APIs
  • Pre-built CRM framework: Contact Management and Sales Forecasting.

Feature Refinements

There are a number of improvements in Windows support

  • XP cosmetics and theme support
  • Mouse wheel support
  • International date/time formats
  • Outlook security prompt suppressed - for Outlook synchronisation and E-mail logging

Connect for E-mail now supports additional Office file types and automated e-mail jobs can be set up.

The Palm Pilot Link has been updated to support the latest devices such as Treo 650.

Detail Form Designer/Runtime

There have been major enhancements to the Detail Form architecture.

  • Enhanced Form Designer
    • Floating properties window
    • Restore from backup
  • ActiveX control support
    • Enables third party plug-in controls in Detail Form
    • Present Commence data in grids, tree controls, and many other formats
    • Access and present data from other categories
    • Automate workflow

Report Designer / Viewer

  • Wizard for creating new reports in standard styles
  • Sub-report feature enables reports:
    • Showing related data within existing reports
    • Replaces connection fields for working with related data
    • Control over filter, sort presentation of related data
  • Dynamic Refresh when using view linking

Report Wizard

Organisation Chart

The Organisation Chart is a new feature that will have enormous implications for visualisation of Commence Data.

Sales Funnel

The Sales Funnel allows display of vital sales data in a graphical format, making it easier to review your sales goals and keep track of Opportunities in progress.

Excel Analysis Reporting

These new tools assist in moving key reports into Excel, so you can easily leverage the powerful tools that Excel provides to represent your data.

  • Support multiple report styles
  • Ad-hoc reporting from detail form input
    • By employee
    • By date range
  • Customisable to report on unique business data
  • Implemented using detail form scripting 

Example of data in an Excel report, represented graphically.

Programming APIs

Detail form scripting

  • ActiveX Control methods and properties
  • ActiveX Control events

HTML events for dynamic refresh

  • Selection change in views
  • Database updates

Pre-built CRM Framework

Commence RM 3.1 Designer Edition now includes a CRM template to help you get up and running as quickly as possible. 

Some of the Contact Manager features include

  • Account and Contact Management
  • Organisation Chart
  • Time Management
  • History Tracking
  • Attachments
  • Expenses

The CRM template also includes built in Sales Forecasting

  • Opportunity Management
  • Sales Forecasting
  • Sales Funnel Reporting

Obtaining the Commence RM 3.1 upgrade

As noted earlier, customers on a Commence Maintenance Plan will receive the Commence RM 3.1 Upgrade automatically, at no charge. 

For customers not on a Maintenance Plan, we can offer special upgrade pricing. This is also a great time to get onto the maintenance Plan, so you will be assured of receiving further new enhancements at no charge (for the term of the Maintenance Plan).

Last Modified: 18:25, September 26, 2005.
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