The roadmap for Abtrac 23/24 is here. We would like to say a big thank you to all our clients who have helped us formulate our product planning, especially those who offer up their time and input. We’re always happy to receive suggestions on improvements and for new features you want to see in Abtrac.
This isn’t a definitive list, more an update on some of the key features we’re working on. We thought it was a good time to share what’s been happening behind the scenes.
In Abtrac, you can set up lists/groups of your contacts from the ‘Contact Group Management’ screen or from the ‘Search’ screen. This would be useful for creating different mailing lists for your business purposes.
Set up Lists of Contacts using Contact Group Management
From Clients, Contacts & Jobs >> select Contact Group Management
Add a contact group and save.
Select and add contacts to the group.
Click on the ‘Produce Email List’ button to get the required email addresses in the pop up box or use the ‘Export Options’ button to export the contact name and details to Excel or CSV.
Set up Lists of Contacts using the Search screen
Go to Clients, Contacts & Jobs >> Search People
Export the details on the page using the ‘Export’ button and then use the data in CSV for further filtering if required, to create your list.
The names you use for the person responsible for a client and/or job(project) can be set up from the Administration menu.
Companies may have client owner/s and job owner/s who are responsible for a particular client or job.
These may or may not be the same person and depending on your company naming system, you might call them Directors, Team Leaders, Principals, Project Managers, etc.
The default names in Abtrac are Client Owner, Client Owner 2, Job Owner, Job Owner 2. Client Owner and Job Owner are used extensively in reporting to filter, group and sort data by who is responsible for the work.
If you currently use AbtracOnline, this article can be ignored. This is for the few users still using the old desktop system that haven’t upgraded since the new version came out in 2014.
Due to Microsoft software updates increasingly affecting Abtrac V5, we are unable to guarantee the old desktop version of Abtrac will continue to function. To save any frustration for yourself and your staff members, from March 31st 2023, we will no longer be supporting the Version 5 instance of Abtrac and the accompanying Abtrac V3 browser.
Between now and then, you can upgrade for free to our cloud instance of Abtrac Online, which has been available since 2014. For more details, contact us at firstname.lastname@example.org or call Pamela to discuss options and book a time for an upgrade. Read more about the process of an upgrade here, or take a look at AbtracOnline and our pricing structurehere.
As you will see on our website, Abtrac is Xero accredited. Through our API, we are able to do things with Xero that their affiliated products cannot. We are also MYOB certified developers and link to MYOB Essentials, MYOB Business and MYOB AccountRight. Abtrac is a Microsoft Developer Partner being the only product of our type on the Microsoft Marketplace down under.
As a valued customer, we hope you do move to AbtracOnline. Abtrac is a mature product, fully cloud-based, with thousands of people logging into it every day across New Zealand, Australia, South Africa, England, Canada and elsewhere.