FastPro - Client Management Software

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 policies in date of purchase in summary report.
Improvement in import of new Income's format.
Version 2.0.2

Adding in the financial planning module.
Version 2.0.3

Adding in the insurance coverage in the financial planning module.
Version 3

Able to save email format into template.
New tool on merging record of same person with different NRIC/PP No.
Version 3.0.1

Added in new report engine which allow the printing of landscape policy summary.
Added in more currency and nationality categories.
Version 3.0.2

Add in adjustment for label printing which affect some users.
Improvement in importing function.
Version 3.1

Add in tool to remove all lapsed policies.
Add in option to create log files to check synchronization error.
Version 3.1.1

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)

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)

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)

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 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)

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)

Add ll Pending?button in Contact Management to allow finding of all pending events in one click.
Allow ind And? ind Or?and ind Not?in Categories, and Cards & Gifts.
Allow the setting of email, e.g. sending 40 emails per 10 minutes.
Improve the amily Grouping?in Tools.
Version 3.5.1 (8 June 2005)

Revamp the File Management Module.
Update Financial Data in the Financial Planning Module.
Version 3.5.2 (14 June 2005)

Revamp the Contact Mangement Module.
Version 3.5.3 (3 July 2005)

Revamp the Template in Email.
Version 3.5.5 (2 August 2005)

Further improvement over the contact management module.
Solve the duplicated birthday problem during synchronisation.
Version 3.5.6 (29 August 2005)

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)

Add in Fund monitoring module.
Allow forwarding of email.
Version 3.5.8 (04 January 2006)

Policy maturity reminder.
Major revamp over the fund management module including fund chart.
Version 3.6 (02 June 2006)

Solve a problem in fund web importing of Fund for Manulife Data.
Version 3.6.1 (17 October 2006)

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)

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)

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)

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 over the fund management module.
Version 3.6.6 (18 Oct 2007)

Vista compatible.
Version 3.6.7 (5 Feb 2008)

Version 3.6.8 (28 Apr 2008)

Major Changes