1. Emailing of invoices as attached PDF Files
Previously the only option for emailing invoices directly from Camelot was a text representation of the invoice information, and if you wanted to email a PDF, you had to print the invoice to a PDF yourself, and then manually attach that to an email and send it using your normal email program.
Now in Version 3.3, there is simply a right-click option for emailing the invoice directly from Camelot as an attached PDF, so your invoice will look to the client exactly like it looks when you print it out yourself and give it to them.
A free PDFCreator program is needed to use this feature, and Camelot will direct you to the download site for that program when you first use the feature, or you can download it now from:
http://sourceforge.net/projects/pdfcreator/
2. All new main menu Vital Stats layout
The Vital Stats on the main menu have been updated. Not only are there more fields to choose from, it is also now very easy to choose only the fields you want to see, with clear explanations of what the fields mean.
Just right-click on the vital stats area of the main menu navigator screen, and you will see the option "Choose fields to show", which will bring you to this screen:
Simply double-click on the possible field you want in the list on the left to move it to the selected fields list on the right, or use the single arrow buttons between the lists to move from one list to the other, or the double arrows to move all fields. As with any double list screen, you can click and drag within the Selected Fields list to put them in the order you want to see them.
In addition, right from your main menu navigator screen, you can click on a vital stat value, and it will open a report that shows you a list of the orders that value is based on, so you can quickly see the details.
Because of the choices now available to you here, you can now with one click get daily, month to date, week to date, and year to date reports on your most commonly needed data without having to access the report's criteria screen at all - ONE CLICK REPORTS!
3. Now you can email from your mail server if it requires SSL
Previously, if your SMTP email server required an SSL connection (as Gmail does), you couldn't email using that server directly from Camelot. But now in version 3.3, you can use an SMTP server that requires an SSL connection. There is simply a checkbox on the email tab of the company setup screen that allows you to choose the SSL option and type (the type is usually TLS).
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