NASI

A Quick Pricing feature can be utilized from the Actions menu in the Product Manager;
Added support for Option Expiration, Exercise, and Assignment;
Distributions now post on aggregate holdings versus on individual tax lot holdings;
Expansion of Product Type fields;
Money Markets and UIT’s can be Tax Exempted; Preferred Stocks have fixed income fields;
Support for ‘.wav’ files has been added for Alarms; you can now add any sound you want to your Alarm feature;
A ‘recently viewed’ dropdown list for the contact window has been added;
Auto formatting for Phone Numbers;
Cross-reference search report is now preserved for later use;
Attachments can now be linked to Contact histories, creating a path to the document’s physical location for easy access;
Attachments can now be linked to Reminders, creating a path to the document’s physical location for easy access;
Owner names for Contact Log entries have been added (network user feature);
Ability to e-mail reminder text;
Ability to e-mail contact history text;
Industry Categories (supersets) have been expanded from 10 to 100;
Corrected printing of contact logs and reminders to properly include carriage returns (bug fix);
Manual cycling of reminders on leap years has been fixed;
Overnight processing of tickler alarms has been fixed;
Ticklers have been revised so that alarms can be reset after going off;
Searches on date-type fields have been improved.