Employee Scheduling in a Snap

Business Appointment Manager Version History

Current Version: Business Appointment Manager 2010 Version 2.0.1.8

Previous Versions

Business Appointment Manager 2010 2.0.1.7     2.0.1.6     2.0.1.3     2.0.1.2     2.0.1.1     2.0.0.1
Business Appointment Manager 1.0.2628     1.0.0

Version 2.0.1.8 published on 04/03/2014

Summary of new features and enhancements
  • None.
Bug fixes
  • Fixed a bug in the appointment validation logic that did not take into account individual provider/resource work schedules and relied solely on the business work schedule.
  • Fixed a bug that caused all providers instead of just active providers to be listed in the email appointments wizard.
  • Fixed a bug that caused the appointment status not changeable if the appointment extended beyond a provider's normal hours.
  • Fixed a bug in the calendar control where selected calendar dates were not taken into consideration when creating a new appointment from the appointment list screen.
  • Implemented a workaround in the Cash Sale, Finance Charge, Invoice, and Quote templates to overcome a bug in the report engine that, in rare occasions, could cause an extra page to be printed unnecessarily.
  • Fixed bug in business entities that caused a problem in appointment series where an appointment owner could not be removed.

Previous Versions


Version 2.0.1.7 published on 06/20/2013

Summary of new features and enhancements
  • None.
Bug fixes
  • Fixed a bug that caused email address and country code to appear as blank on customized customer list.
  • Fixed a bug that caused the "skip this screen" checkbox on the startup screen to have no effect.

Version 2.0.1.6 published on 04/02/2012

Summary of new features and enhancements
  • None.
Bug fixes
  • Fixed a bug that may cause an infinite loop when creating a new employee.
  • Fixed a bug in in the ScriptCompiler that prevented custom reports from accessing BAM SDK.
  • Fixed a bug that caused incorrect (non-localized) currency symbol to be displayed in item property page and items list.

Version 2.0.1.3 published on 11/11/2010

Summary of new features and enhancements
  • None.
Bug fixes
  • Fixed a bug that caused importing Outlook contact data to fail when the fax number field is empty.
  • Fixed a bug that caused recurring appointments not being seen when a regular appointment is converted to a series. When this condition occurs, the regular appointment cannot be deleted.

Version 2.0.1.2 published on 07/09/2010

Summary of new features and enhancements
  • None.
Bug fixes
  • Fixed a bug in appointment series that incorrectly removed all appointments from a series when the series is saved back to the database.
  • Fixed a bug in the appointment series pattern that incorrectly calculated dates for occurrences in Nth day of a month or year.
  • Fixed a bug in BAM SDK that prevented reading appointments because the SQL statement included referrences to IsTemplate.

Version 2.0.1.1 published on 03/27/2010

Summary of new features and enhancements
  • Added customer photo and moved contact information data fields into a new tab in the Customer Account Info screen.
  • Added display of help after creating a blank database
Bug fixes
  • Fixed a bug that may cause an exception when creating a new sample database while displaying the report landing page.
  • Fixed a bug that may cause errorneous required field validation message to be displayed when a blank item is entered in the appointment template.
  • Fixed various typo errors and changed the Date Range drop-down list on the Sales Forecast graph to support "Next 14" and "Next 30" days.

Version 2.0.0.1 published on 03/20/2010

Summary of new features and enhancements
  • This software version is a major release and its database structure has been upgraded to accommodate the new features and enhancements. When opening a database created by previous versions of Business Appointment Manager (BAM), you will be asked to upgrade the database before it can be used. The upgrade process is done seamlessly and should take only a moment to complete.
  • New installation package: The new BAM installation program simplifies the installation process and allows users to install both the BAM program and the Microsoft SQL 2005 SP2 Express Edition or only the BAM program. It also opens up firewall TCP/IP port 1433 and UDP port 1434 that are required by Microsoft SQL Server for network operations.
  • New capabilities to connect and use SQL Server databases located on premise or Web hosted, or in-the-cloud database services such as Microsoft SQL Azure.
  • New User Interface Design: BAM now uses the licensed Microsoft Office 2007 user interface. It has similar appearance and contains many of the graphic components such as the ribbon, toolbars, and dialog boxes found in Microsoft Office programs.
  • Improved Startup Screen: The startup screen has been re-designed so you can manage BAM databases effectively from one central place. You can create new databases; backup, restore, delete existing databases; and make connections to databases on local and external servers. BAM remembers the most recently used connections for quick access to existing databases.
  • New Appointment Scheduling Examples: Added eight new appointment scheduling examples to demonstrate the use of BAM in various service industries.
  • New Database Connection Flexibility: BAM now supports both Windows Authentication mode and SQL Server Authentication mode when connecting to Microsoft SQL servers. The SQL Server Authentication mode simplifies connection to external servers on a workgroup.
  • Creating Databases on External Servers: You can now create BAM databases that reside on external SQL servers. Previously, new databases can only be created on a local SQL server.
  • VAT Support: BAM now supports value added tax (VAT) requirements for products and services. From the Edit Business Information screen, you can select whether a tax-inclusive system (VAT) or tax-exclusive system is to be used for tax, pricing, and cost calculations.
  • Appointment Templates: You can now define appointment templates and pre-fill them with specific providers, resources, customers, appointment items, and/or other data. You can create a new appointment using an existing template to save time and avoid data entry errors.
  • E-mailing Appointments to Providers: A new wizard has been created for E-mailing appointments to selected providers for any given date range. You can include ICalendar attachments and file attachments with each Email sent. You can also edit the E-mail template to modify the E-mail subject line and message body formats.
  • E-mailing Appointments to Customers: You can right-click any appointment to E-mail the appointment information to the customer. You can also send a copy of the E-mail to selected providers, contacts, and other E-mail recipients. In addition, you can edit the E-mail template to modify the E-mail formats.
  • Provider/Resource Availability Check: When you make a new appointment, the list of providers and resources presented to you for selection will now indicate if a provider or resource is available for the selected time slot.
  • Reports:
    • You can now import external custom reports developed by BMS into BAM for execution.o You can now import external custom reports developed by BMS into BAM for execution.
    • Enhanced report data sorting to allow up to five sort levels from the current maximum of three sort levels.
    • Modified appointment related reports to also show the day of the week (Mon, Tue, Wed, etc.) wherever the appointment date/time is displayed.
    • The new Appointments by Customer report has been added to show appointments by customer for a specified date range. You have the options of enabling/disabling the display of appointment notes and appointment items for each appointment listed.
    • Modified the Appointment by Provider report to allow the options to display appointment notes and appointment items for each appointment listed.
  • Plug-in Support: Added support to invoke BAM plug-ins. A plug-in is an external computer program that can be run from BAM to perform specialized and/or customized functions that are not available in BAM.
  • Software Development Kit (SDK): Provided an SDK that will ship with each version of BAM. The SDK allows third-party developers to easily import and export information to and from BAM. The SDK is written in C# and is 100% managed code. It provides data-level access to a BAM database and presents information in classes and objects as opposed to low-level tables and rows within an SQL Server database.
  • 64-bit Support: BAM 2010 now runs under 64-bit Vista and Windows 7 operating systems.
Bug fixes
  • When converting a completed appointment into a new invoice or cash sale, all appointment items will now be included in the new document as line items with the correct quantity and pricing information.

Version 1.0.2628 published on 03/14/2007

Summary of new features and enhancements
  • None.
Bug fixes
  • Fixed a bug that may cause the installer to skip installing SQL Server.

Version 1.0.0 published on 03/10/2007

Summary of new features and enhancements
  • None. This is the initial release of Business Appointment Manager
Bug fixes
  • None.