FastPro > Major Changes
Version 4.0.0 (04 November 2011)
- Upgrade the Version of Visual Studio from 2008 to 2010 for better coding of FastPro in the future.
- Improvement on sending sms through the Android O/S Phones.
- Improvement on FastPro Data Import.
FastPro > Major Changes
Version 3.9.1 (16 August 2011)
- Sending sms through the Android O/S Phones.
- Improvement on Income Data Import from Ebao & WBIS.
- Improvement on AIA Data Import.
Version 3.9.0 (4 Apr 2011)
- Data Import from Ebao (Income Agents only).
- Improved the speed of sending sms through Symbian O/S mobile phone.
- Selection of status printing for Summary Report.
- FastPro Backup feature.
- Import Data feature.
- Improvement on Fund Import feature.
- Improvement in File Management feature.
Version 3.6.8 (28 Apr 2008)
- Vista compatible.
Version 3.6.7 (5 Feb 2008)
- Improve over the fund management module.
Version 3.6.6 (18 Oct 2007)
- Added in Cc, Bcc and reply all of the email function in the Contact Management Module.
- Added in Reminder frequency in the Contact Management Module.
- Move all email attachments from the computer temp folder to the default folder of File Management.
- Further improvement in the Synchronisation function.
- Enable the launch of fund prices importing screen from fund input.
- Display categories at bottom of personal information screen.
Version 3.6.5 (22 Aug 2007)
- Improve on the synchronisation function which include a function to remove duplicate records in outlook when user changing computer or PDA.
- Improve on the import function which increase the ability to recognise more file formats as well as allow user to import all file from a folder at one go.
- Improve on the fund module which allow user to merge two fund series into one (normally used when fund name has been changed during importing which create two different series of the same fund.
Version 3.6.4 (4 May 2007)
- Improve on structure import of File Management that enable import of file as long as the policy number is in file name.
Version 3.6.3 (5 March 2007)
- Add a tool to change the client’s family members’ addresses at one go.
- Update financial data in financial planning module
Version 3.6.2 (3 January 2007)
- Solve a problem in fund web importing of Fund for Manulife Data.
Version 3.6.1 (17 October 2006)
- Policy maturity reminder.
- Major revamp over the fund management module including fund chart.
Version 3.6 (02 June 2006)
- Add in Fund monitoring module.
- Allow forwarding of email.
Version 3.5.8 (04 January 2006)
- Update financial data in the Financial Planning Module.
- Add in tools to remove extra line during address importing.
Version 3.5.7 (20 October 2005)
- Further improvement over the contact management module.
- Solve the duplicated birthday problem during synchronisation.
Version 3.5.6 (29 August 2005)
- Revamp the Template in Email.
Version 3.5.5 (2 August 2005)
- Revamp the Contact Mangement Module.
Version 3.5.3 (3 July 2005)
- Revamp the File Management Module.
- Update Financial Data in the Financial Planning Module.
Version 3.5.2 (14 June 2005)
- Add All Pending button in Contact Management to allow finding of all pending events in one click.
- Allow Find And, Find Or and Find Not in Categories, and Cards & Gifts.
- Allow the setting of email, e.g. sending 40 emails per 10 minutes.
- Improve the Family Grouping in Tools.
Version 3.5.1 (8 June 2005)
- Add a “List Appt” button at Contact Input to list appointment for the selected day.
- Further improvement over the contact management module.
- Further improvement over the file management module.
Version 3.5 (3 June 2005)
- Able to set your contact target and track your performance.
- Able to synchronize your contacts in FastPro to MS Outlook.
- Able to list names contacts during certain period and list names without any contacts during period.
- Improve the system backup system. System will auto backup database every week up to eight weeks.
Version 3.3.1 (16 May 2005)
- Standardise Singapore NRIC Number during importing. For example, if import data with NRIC 1234567A or 1234567-A or …, the import program will convert it to S1234567A or T1234567A depending on the year of birth.
Version 3.3 (12 May 2005)
- Able to view and print summary and detail report for contact information.
- Send email with multiple attachments through contact email.
- Send email with perferred name.
- Able to create email signature.
- Receive email from contact management.
Version 3.2.1 (17 March 2005)
- Improvement over the File Mangement module.
- Improvement over the Contact Management module.
- Solved a problem with rank by day of birth in find/filter.
Version 3.2 (2 March 2005)
- New File Management module.
- New Contact Management module.
- 3 new default report format.
- About to export to Direect.
- Rank by day of birth in find/filter.
Version 3.1.2 (23 January 2005)
- Add in tool to remove all lapsed policies.
- Add in option to create log files to check synchronization error.
- Add in adjustment for label printing which affect some users.
- Improvement in importing function.
- Added in new report engine which allow the printing of landscape policy summary.
- Added in more currency and nationality categories.
- Able to save email format into template.
- New tool on merging record of same person with different NRIC/PP No.
- Adding in the insurance coverage in the financial planning module.
- Adding in the financial planning module.
- Arrange insurance policies in date of purchase in summary report.
- Improvement in import of new Income’s format.
- Add Tools to Remove Duplicate Names.
- Add Tools to Change address of small cap follow by number to big cap (e.g. 102a to 102A).
- Enable import of new Income’s format.
- Arrange insurance summary for Individual Insurance Policy (format 2) in order of date of purchase.
- Send Email individually to To: as well as paste all addresses to Bcc:. Click on the Email button on the left panel to find out more.
- Using the “Find” Box below the name list at the left panel to perform quick search for NRIC, in addition to names, phone numbers and emails at one go.
- Using the “Find” Box below the name list at the left panel to perform quick search of names, phone numbers and emails at one go.
- Improve syn with MS Outlook.
- Able to perform reverse search.
- Enable deleting more than one record in a category.
- New tool to search Customer without NRIC/PP No.
- Improve find/filter engine.
- Able to categorise client/prospect freely.
- Improve import engine.
- New spoken language and smoker fields.
- Enable synchronized only rider name.
- Improve label’s set printout.
- Improve Synchronization.
- New “Contact” button for birthday announcement.
- New tool for family group.
- New tool to change name and preferred name to initial capital letter.
- New tool to change plan/rider name.
- Add company name to business address in label printing.
- Enable user to decide whether to ask before importing new information.
- Enable user to skip terminated policy during import/update.
- Enable synchronization of personal remark to outlook.
- Improve outlook synchronization.
- Fixed a problem with birthday announcement where no birthday entered will not be shown as 1 Jan 00.
- Major improvement over the User Guide (download separately).
- Display the number of gifts of the same type for Cards & Gifts for a client.
- Major improvement in cards & gifts functions.
- Enable export data to SingHub Facts.
- Add function to print listing on cards & gifts.
- Change “Software Code” to “Product ID”.
- Add in second format for individual insurance policy for Summary and Custom report.
- Further improvement in the synchronization to MS Outlook for Palm user.
- Add in the option to map NRIC to Customer 2
- Add in Birthday Alert.
- Improve Synchronization to MS Outlook for Palm user.
- Add in Tool for Date adjustment.
- Further improvement over auto-import function.
- Allow to choose more than one card & gift of the same category.
- Add in “Master” for Title.
- Add in “Spouse” for Family grouping.
- Improve auto-import function.
- Remove protection of summary report.
- Allow user to chose not to change imported data to Title Case.
- Able to remember lastest import options.
- Add in search on payment remark.
- Able to select Gifts & Cards for more than one person at a time.
- Include tools to delete terminated policy at one go.
- Enhancements and resolution of reported bugs of version 1.5.
- Combine search on insurance and personal information.
- Detail rider input.
- Synchronize to MS Outlook.
- Further improvement in the auto import.
- Further improve summary report.
- Skip – as most people don’t like the word 4.
- Add in the Cards & Gifts section.
- Further improvement over the family grouping.
Version 1.2 Service Pack 1
- Improve the user guide.
- Rectified the problem when converting Unit Trust to Unit Link during update.
- Build in user guide – to access click Help – User Guide.
- Export/Import – user can choose to overwrite, no overwrite or user dicide.
- Improved report format and allows user to save/edit report.
- Custom report can be added (for advanced user).
- Quick Find available on client form.
- Group Email – Select a group of client and click the “Email” button.
- Smart Filter add