February 1, 2012 7.00.15 - Release Notes

· New feature added to the Option menu. User can select whether or not to allow new policies with $0 premium

· Major Bug Fix – CT was crashing occasionally when the database contains over 32,000 policies. This has been resolved by not allowing any single folder to contain more than 1000 policies

· Major Bug Fix – Agent Payments Received report was not accurate when filtering the report down to a single carrier

· Minor Bug Fix – On the policy screen occasionally the effective date was not being set correctly after the user sets the origination date

January 23, 2012 7.00.14 - Release Notes

· NEW - Reconcile Carrier Statement now includes many new options to make carrier statement entry easier and faster than ever before

· NEW – A new Commission Schedule Type has been added. The new type called PPS (pay per subscriber) is also sometimes known as PEPM (per employee per month). This new type calculates the commission for a group policy based on the number of members in the group

· Reports have been reorganized and several reports have been consolidated into a single report, giving users more powerful options when creating reports

· NEW REPORT – Agency Payments Received - Very powerful report to show gross income or to reconcile total carrier commissions received, etc…

· NEW REPORT – Polices - Perfect for creating a lists of policies by client or by agent

· Integrity Check – The new Policies report has two options that every user should run. These options allow the users to create a list of policies that have invalid configurations. These invalid configurations can cause agents to not be paid correctly

· NEW - Three new Book of Business reports have been added. These can be used to determine the value of each agents “book”

· UnRegister was added to the Help menu. Users can now unregister Commission Tracker and install it on a new computer without calling CT support

· JoinGotoMeeting was added to the Help menu, allowing CT support to quickly gain remote access to a user’s computer when requested

· Bug Fix – Many users have had to occasionally re-activate Commission Tracker for no apparent reason. This has been resolved. However, the solution requires all users to re-activate one more time with a new version 7 activation code.

· Bug Fix - When exporting reports to Excel, sometimes Excel would report an error when reading the Excel file generated by CT

· Bug Fix – The Policy by Status report was sometimes reporting the same policy more than once

· Bug Fix – The Details (commission table) button on the Policy screen would sometimes show the wrong commission table

· New option on the policy screen to only pay agents one time, even if the agency receives payments monthly

· The Accounts Receivable Aging report and Reconcile Carrier Statement screen are now compatible with “partial payments”

· The color of the Terminated icon was changed from red to black so that it can stand out more (Expired policies were also red making it confusing)

· Help buttons were added to many screen – connecting the user directly to the appropriate section of the online help website

· The View menu has been renamed to Options and now allows the users to configure more options than before

· If two CT users are sharing the same username on two different computers they will receive a warning. Each CT user should have a unique username

· A new field on the Agent screen can be used to store an agent’s EIN or SSN. This field now appears on the Agent Commissions Earned (Summary) report

· Flat Commission schedules (commission = % of premium) now have the option of deducting an overhead fee ( commission = % of (premium – overhead fee) )

· Updated the CT Database Repair program to be compatible with Windows 7

· Improved the visibility of Notes (Agent, Client, Carrier and Policy screen). If a note exists the button will now turn red

· NEW – AutoReceive payments feature. When initially loading CT with existing policies that have already received several payments, CT will offer to automatically post the past payments for you. This is useful during the initial load of CT when you do not want to go back and enter several months of past payments for your existing policies

· Many improvements were made to increase the speed of calculations. Most notable on very large databases (10,000+ policies)

· Too many minor improvements to list…

April 18, 2011 5.00.91 - Release Notes

· NEW FEATURE - The Accounts Receive (Aging Report) can now report either premium outstanding or COMMISSION outstanding

· Fixed a problem with finding the Documents folder when it is located on the network.

· Check Support menu option in the Help menu now works correctly for Rental users

• Proxy Settings were not being read correctly causing an error message to pop-up when the program is opened stating that an internet connection could not be found.
• Fixed a problem with Registration and Activation. Some computers were unable to activate.

January 15, 2011 5.00.09 - Release Notes

· Fixed a bug introduced in 5.00.3 where CT would crash when trying to determine the location of the My Documents folder.

· Fixed a problem with Rental customers not being able to download software updates.

· Now E-mail (MAPI) is an optional destination for the exporting of all reports.

· Changed the name of the software from "AmbiCom Commission Tracker" to “Commission Tracker”.

November 5, 2010 5.00.07 - Release Notes

· Fixed a bug from Rev 5. Adjustment Button was ignoring the new Agent Commission Type column.

· Added back in the ability to type the first letters of an agent name and filter the drop down list.

October 20, 2010 5.00.05 - Release Notes

• The new feature in Rev 03, created a problem with the Agent Commission Report (% of Premium). The totals were still being calculated the old way.

September 22, 2010 5.00.03 - Release Notes

• NEW FEATURE - Added new column to Agent Commission Split Table. Choose from 3 types of Agent Commission: 1) % of Comm 2) % of Prem 3) Dollars
• Added a new menu item under View to set the default Agent Split Commission Type.
• A new report format for the Commission by Client report. This format is designed to easily export to an Excel format.
• The default location for the database is now the Windows Documents folder. This change was made to avoid issues with Windows Vista and Windows 7.
• Fixed a bug in the new Advance Pay feature. It was ignoring the “Comm Per Term” field on the policy screen.
• Fixed a bug in the Import Carrier Statement feature. It also was ignoring the “Comm Per Term” field on the policy screen. Now it uses it to populate the Expected Commission column.
• Import Carrier Statement will now calculate correctly when using “Comm Per Term” and Advance Pay at the same time on a policy.

March 18, 2010    5.00.01 BETA - Release Notes

• Now fully compatible with 32-bit and 64-bit versions of Windows XP, Windows Vista and Windows 7.
• NEW FEATURE - Commission Tracker now supports Pay Per Subscriber (aka Pay Per Member). This is a new type of Carrier Commission Table which can be found on the Carrier Commission Table screen. The # of clients is stored on the Client screen.
• NEW FEATURE – On the Policy screen there is a new field: “# of Payments Paid In Advance”. Mostly used for Life Insurance policies. For example, if you expect to get a 9-month advance commission on a 1-year policy, you would set this field to 9. Then CT will expect the first payment and then not expect another payment until 9 months later, for a total of 4 payments. Upon renewal of the policy, this field is automatically set back to one, which is the default and means that there are no advance payments expected.
• Agent Commission Split table was changed to make it more intuitive and easier to create new tables.
• Agent Commission Split table now changes WITH the Policy Term table, i.e. when you select a different term for a policy at the top of the policy screen, the Agent Commission Table displayed at the bottom of the screen will be the correct split table for that term.
• The Receive Date and Check Date on the Reconcile Carrier Statement screen was always showing 4/12/2009 instead of today’s date.
• When entering Adjustments from the Policy screen, you are now allowed to enter your own Billing Date, just in case you do not want to choose one from the drop down list.
• Improved the tab order in the Adjustment Screen and the Receive Payment screen.
• Commission Tracker can now manage multiple databases, and each can have its own Company Name. This feature is located in the FILE menu. However an activation code is required for each database managed.
• Changed the name of the POLICY view button to SEARCH to make it less confusing.

September 1, 2009 4.51.29 - Release Notes

• Happy Labor Day – This release contains some major changes to the report engine. This means updated and improved options for exporting and printing reports. Since version 5.0.0 is taking longer than expected we are going to go ahead and release this version, which contains 50% of the changes we were going to include in version 5.0.0. This release was beta tested in the field for 2 months.
• NEW report engine which means more exporting options and stability.
• ALL reports were re-written to be compatible with the new report engine.
• NEW – ALL DATE FIELDS use a brand new control allowing you to use the arrow buttons on your keyboard to QUICKLY enter dates. This new date calendar control is MUCH easier to use than the old one.
• Improved Payment History screen to include policy details.
• Improved Payment History to allow the deletion of payments that are NOT the last payment in the list.
• Improved Payment History report so it has the same info as the Payment History screen.
• Improved the Carrier Statement Import process. You now have the option to receive bonuses and overrides.
• Fixed bug in Reverse Import - it was not deleting all of the records so they were still hanging out there and going to be paid even though the original Receive record had been deleted.
• Fixed the Accounts Receive Aging report. Due to bad user data entry and other factors it would not always report every missed/late payment. You will now get a complete 100% accurate report of every payment that has not been paid to you by your Providers.
• Fixed Commission Tables report which would occasionally crash.
• Fixed bug when setting options on some report screens and then running the report. When you closed the report all the options were locked up and could not be changed without exiting the program first.
• Fixed an installation error 429 that occurred after installing CT under 1 Windows user account but then using CT under a different Windows user account.
• Improved the Agent Commission report – new filters to only display any combination of Commission, Bonus and Overrides on the report. Also, a new “direct to excel” export option and the ability to export the entire agent commission database with no formatting or grouping, so that you can build your own report from scratch.
• NEW ability to track more than 1 company in separate databases and easily move between the 2 different databases/companies. This feature requires additional licensing which must be purchased from us.
• Improved Adjustment screens - added check date and check # fields
• Improved the Book of Business report – added the Version 4 format back in as an option
• Fixed a bug in the Import Policies process for SalesLogix - the Terminated policies would change back to Expired status because Import Policies was setting all status back to Expired without checking the current status first.
• Fixed bug in the Agent Commission Split Table – it was allowing users to click on an agent’s name and change the name to a different agent EVEN though commissions may have already been paid using the original split. This is a breach of integrity of the “virtual paper trail”. Now you must delete the original agent which CT will not allow if commissions have already been paid out.

March 17, 2009 4.51.22 - Release Notes

• Happy St. Patrick’s Day – This release contains some updates to the new Book of Business report, continues to improve performance and fixes several minor issues. This should be one of the last version 4.51 releases, as version 5.0.0 is nearing completion. Therefore, this release is considered the most stable to date.
• Now remembers the last Login Name used, so you don’t have it type it in every time you logon.
• Actual vs. Expect Report 1) page break on Carrier 2) New filter to only show payments with discrepancies
• Agent Commission Splits Report Added filter to ignore bonus / overrides percentages
• Agent Commission Report (Detail) Show Agent and Agency totals at the top
• Book of Business Report – 1) Added new option to "Show Summary - sort by subtotals descending" 2) Now includes bonuses and overrides
• Import Carrier Statement 1) Automatically sets the "import name" to the excel filename 2) Automatically sets the start and end rows
• When creating a new policy, Origination Date will automatically be set to Term Effective Date
• Now gives a warning if other users on your network have installed a newer version of CT than you!
• New feature in Tools menu to “Repair Database”. This should run about once per month. It is better then the old Repair Database utility which will be phased out.
• New feature in Tools menu to “Clear Event Log” in case it is getting too big over time
• New option in Tools menu to turn off “Auto Refresh” of the database. By turning off the “Auto Refresh” you will improve performance but your screen will not be updated when other users on your network make changes to the database
• After downloading an update, CT now asks to close itself before the update can be installed
• Networks that use Proxy Configurations are now supported
• Fixed issue with adding a new user
• Fixed issue with viewing a user’s security level
• Added scroll bars to the Release Notes box in Check for Updates
• Fixed issue on Registration screen not accepting some email addresses
• Added feature to Help menu to load the Getting Started Manual
• New installations now open the in Window mode “normal” instead of “maximized”
• Even faster initial load times than 4.51.18!

March 1, 2009 4.51.20 - Release Notes

• Limited public release to resolve Book of Business, Carrier Statement Import and Internet Proxy setting problems.

February 10, 2009 4.51.18 - Release Notes

• Happy Valentine’s Day – This release contains some VERY powerful new reports, as well as, enhancements to reports that have been around for years. Keep your suggestions coming! All reports were built based upon your comments.
• Much faster load times! Using a new cache system you should experience much faster load times when opening CT the 2^nd and 3^rd times during the day.
• NEW REPORT! “Book of Business” report – Calculate how much revenue an Agent is generating for the agency and other agents
• NEW REPORT! “Policies” report – Very powerful and flexible - search by Origination Date, Effective Date, Renewal Date, Status and Primary Agent (selecting this option will group the report by Primary Agent)
• ENHANCED REPORT! Agent Commission Split Report. New options and filters to give you all the reports you need regarding Agent Commission Splits, including Not Equal To 100%, Grouped by Primary Agent and Grouped by Client
• ENHANCED REPORT! Added option to show Policies in the Carrier List Report
• ENHANCED REPORT! Added carrier name to Policy Renewal Report
• ENHANCED REPORT! Added option to Clients by Agent report to group by Agent or by Primary Agent
• ENHANCED REPORT! Added grand total to bottom of Commissions by Client Summary
• Carrier Statement Import example file now included in the install. Locate:
  US Health & Life Sample.xls in your c:\Program Files\CommissionTracker folder. This file is compatible with the original Demo database but is also a good reference of the type of Excel file Commission Tracker can import.
• Made it more obvious that the Policy View is for Searching Only. It does not list ALL policies
• Improved notification of a newer version being available
• Fixed issue with CRM import not marking imported Agents as "In" or "Out" of house
• Fixed error in Add New Client and Add New Agent when not selecting a Client Type / Agent Type or Location

January 13, 2009 4.51.16 - Release Notes

• Fixed the crash problem “Run-time error ‘35602’ Key is not unique in collection” This usually occurred when entering the first Agent in the split table for a NEW policy. This bug was introduced by version 4.0.0

January 7, 2009 4.51.14 - Release Notes

• Fixed a problem with creating a new user name and trying to use it for the first time. This bug was introduced by 4.51.12
• Check For Updates now compares all the way down to the Revision #. This means better reporting of when a new version is available.
• Can download latest version of CT directly from the Check For Updates screen.
• Checks for updates when CT is started
• Trial Version users are now allowed to check and download updates

December 25, 2008 4.51.04 - Release Notes

• Merry Christmas!

• Better Date validation when creating a new Comm Start Date for an Agent Comm Split Table
• Improved the Explorer tree sync when modifying a policy. This was causing run-time errors for some users

December 17, 2008 4.51.03 – Release Notes

• Fixed a bug when creating a Comment for a Policy it would copy that comment to every new policy created there after.
• Critical bug fixed – was allowing agents to be deleted even though they still had policies assigned to them.

December 9, 2008 4.51.00 – Release Notes

• Require minimum screen resolution of 1024 x 768. The CT screen gets cut off in 800 x 600 resolution near the bottom

October 10, 2008 4.00.47 – Release Notes

• The Term Renewal Date now auto updates to be 1 year after the Effective Date on the Policy screen when entering a new policy (or editing).
• Critical bug fixed – sometimes Payment History would not show all the payments or not all of the columns.
• Carrier Reconcile screen can now be sorted by Billing Date in addition to Policy # and Client name.
• Menu fix – View -> Policy was not doing anything
• All Reports now open Full Screen, so you can see the entire report without scrolling horizontally.

October 9, 2008 4.00.45 – Release Notes

• Critical bug fixed – using Receive Payment button on policy screen – Expected Commission was not being saved properly and showed up in Payment History incorrectly. This was ONLY a problem when the “Comm Per Term” option was being used to estimate the carrier commission and Receive Payment was being used instead of Reconcile Carrier.

September 25, 2008 4.00.43 – Release Notes

• Sort the Template lists by Template name on the policy screen (agent split) and in the Edit Agent Comm Templates
• Critical bug fixed – Now uses the Bonus / Override percentages instead of the standard Commission percentage when paying Agents. This was ONLY a problem if carrier commissions were entered through the Reconcile screen.

September 25, 2008 4.00.41 – Release Notes

• Added filter by Primary Agent to Agent Comm report. Now you can see how valuable a single agent is to the rest of the company.

August 17, 2008 4.00.39 – Release Notes

• New Report! Commission by # of Employees

July 01, 2008 4.00.37 – Release Notes

• Fixed bug in report: Policies by Agent (made it 4.0 compatible)
• Updated the Revenue by Check # report to show totals

June 13, 2008 4.00.35 – Release Notes

• Enhanced the Aging Report (now called the Accounts Receivable report)
• 1) Added the Carrier Name column
• 2) Added Filter by Client and by Primary Agent
• 3) Added Filter to only show policies with Payments more than 90 days old