Version 3.20

New Features

• The Filter page has a new Exclude button that allows you to specify which records to exclude from a query. We call this a "negative" query because it looks for the absence of data, such as all customers you didn't contact last year or all customers who didn't buy a certain product. Previously, you had to customize the SQL statement for the report to achieve this. Now you simply specify how to exclude certain records using the same dialog you use to create a filter on a report. See the Selecting Which Records to Exclude topic for details.

• You can link a field in the Main table to Google Maps so you can quickly see exactly where the contact is located.

• There are new Read, In History, and Attachments fields in the Mailbox table.

• The Key1 through 5 fields in the upper quadrant in GoldMine are now available in the Combined Main and Other Contacts table.

• You can now report on both the History and Mailbox tables at the same time. Also, if you filter on the History Date but don't filter on the Mailbox Date, the History Date is automatically used for Mailbox to prevent a lot of records from being retrieved and slowing down performance.

• The Create Group in GoldMine function now displays a progress bar, which is handy if there are lots of members.

• Stonefield Query no longer has a background screen. All dialogs now appear directly on your Windows desktop and can be moved around independently.

• The report wizards are no longer modal. This means you can modify more than one report at a time if desired.

• You are now prompted for all ask at runtime filter conditions in a single dialog rather than one dialog per condition when you run a report.

• Stonefield Query now has a workstation-only installer called WSSetup.EXE. After installing Stonefield Query on a network server, go to a workstation and run WSSetup.EXE from the network drive. This will install just the minimum set of files required to run Stonefield Query on the workstation.

• If you turn on the Include all fields in same table in group header setting in the Field Properties dialog, you can now specify that all fields in the group header should appear on the same line rather than each on its own line by turning on the new Place all fields in group header on same line setting.

• You can now specify that a field should go into the group header for another field. For example, suppose you group on City from the Customers table but want to show the Region in the group header as well. If you turn on the Include all fields in same table in group header option in the Group page in the Field Properties dialog, all fields in the Customers table will appear in the group footer, which isn't what you want. Instead, turn the new Include this field in the group header for setting on and select City from the drop-down list to place just City and Region in the group header. Since all fields that appear in group headers now appear in summary reports, Region will no longer be excluded from such a report.

• The Cross-Tabulation, Label, and Chart wizards now have an Advanced button that, like the Quick Report Wizard, brings up the Customize Report Wizard so you can specify top values, customize the SQL statement for a report, or specify code to execute at certain places for the report.

• The Field Properties dialog for the Label Wizard has a new Display this field in the report setting. Turn this setting off if you want the field included in query (for example, you want to sort on it) but not display it in the report.

• You can now specify multi-line headings for a field in the Field Properties dialog.

• You can now press the Esc key to stop a report run at any point rather than just while the pages are being rendered as was the case in earlier versions.

• Templates can now specify the paper size and source (such as a certain bin) so you don't need to use the Advanced Report Designer to, for example, output a report on legal paper.

• The Preview window has a new Email button allowing you to send an email directly from the window.

• You now get a warning if you run a report that has no filter, with an option to run the report anyway. This prevents a long-running report because you forgot to create a filter. A new setting in the Options dialog allows you to turn this warning off.

• A new Include database in header option adds the database name to the report header.

• The Options dialog has a new Locations page where you can easily change the location where reports are stored.

• You can now drag a Stonefield Query import file (an SFX file) from Windows Explorer to the Reports Explorer to import that report. You can also drag an FRX or RPT file from Windows Explorer to the Reports Explorer to bring up the External Report Wizard for that report.

• The Setup dialog now prompts you for your email settings. These are needed to email reports. However, many people don't realize they need to set these settings in the Options dialog so they can't email reports.

• You can now select specific reports to export or export all or some of the reports in a specific folder. The Export All Reports function in the File menu was renamed to Export Reports; selecting it now displays a dialog from which you can select which specific reports or folders to export. The Export Report function in the File menu was renamed to Export Selected Report.

• You can now edit the security properties of a folder by selecting the folder and clicking Edit in the Reports Explorer.

• The Information page in the Reports Explorer now shows what groups have access to the selected report or folder.

• New Create/update column heading and Adjust field width automatically options in the Field Properties dialog of the Advanced Report Designer provide you with more control over what Stonefield Query does automatically when you save a field.

• You now get a warning if you have a custom SQL statement for a report and filter on a field in a table that isn't specified in the SQL statement. The reason is because the filter condition can't be just added to the WHERE clause of the SQL statement since its table isn't specified in the FROM or JOIN clauses.

• The Login dialog no longer displays a choice for the database to query on if the database is specified as a command-line parameter.

• The Login dialog now shows the default user name and password (ADMIN and ADMIN) when the program hasn't been activated so new users don't have to guess or (heavens!) read the help file.

• Multi-page TIFF files are now supported for report output.

• Stonefield Query now looks in the Windows Registry for the location of the help file if the UseRegistry setting in Data.INI is Yes.

• Stonefield Query now returns error code -27 when called from another application and it cannot locate its resource file.

• You can now select more than about 20 files at a time when importing reports.

• You can now specify an expression for a chart title.

• The Expression Builder now has a Test Syntax button.

• A new built-in GetConditionValue function returns the value of the filter condition for the specified field. This can be used, for example, in the header of a report or a chart title to display the selected filter value.

• The Reports Explorer and Field Properties dialog now load faster when there are lots of reports. Also, the report drop-down list on the Link page of the Field Properties dialog no longer displays folders that have no reports.

• You can now tell Stonefield Query to ignore an ask-at-runtime filter condition in a report run from another application by specifying "Value=" (that is, with no value specified) in the command line parameters.

• The performance of some reports was improved, especially when there are lots of records in the table. Specifically, if you use an OR condition in the report but it isn't between different tables (for example, condition on Table1 AND (condition on Table2 OR condition on Table 2) AND condition on Table 1, the performance improvement applies.

• If you had multiple fields in the Row or Data lists in Step 3 of the Cross-Tabulation Wizard and wanted to rearrange them, you previously had to drag them all out of the list and then drag them back in the desired order. You can now rearrange them by dragging a field up or down in the list.

• The Add License dialog has a new Copy button which places the license information on the Windows clipboard.

• The Use old engine setting in Step 5 of the Quick Report Wizard is now always enabled, not just when Advanced layout is turned on. Turning this on allows the Preview window to appear more quickly, especially for very long reports, but the Preview window used when this is turned on has fewer features and some advanced options, such as dynamic formatting and rotation, aren't supported.

• Multiple filter conditions on the same field are now supported in linked reports as long as each condition uses a different operator.

• Deleting a folder now deletes all reports in that folder rather than giving you an error message and requiring you to manually delete all the reports.

• The AfterRun code for a report can now change something about how a report is output and re-run the output. An example in the related help topic shows how this can be used.

• Places in Stonefield Query that support expressions (such as the report header or footer) now support non-character expressions such as the current date.

• A new GetReportFilter method of the loReport object can be used to display the filter conditions for the report.

• The Commonly Used Expression drop-down in the Expression Builder now only shows common expressions that match the data type of the expression being built. For example, the common date expressions now only appear for date expressions. Also, a new First Day of Previous Month expression was added.

• The close box on the Report Wizards is now functional.

• Ctrl+O is no longer the hotkey for the New Folder function in the File menu since that hotkey is usually reserved for an Open function in most applications.

• The report wizards and Template Editor now appear in the Windows Task Bar when they're open so they're easy to locate when you have a lot of windows open.

• The Template Editor now has a shortcut menu.

• Step 3 of the Chart Wizard now displays the axis (X or Y) in the caption for the appropriate boxes, making it clear where a field will be graphed.
  

Bug Fixes

• A problem that caused advanced layout reports to have too long of a page length when previewed or printed from the Preview window, resulting in some records not being displayed, was fixed.

• It better handles the GoldMine DBALIAS.INI file in different locations.

• An issue with filtering on the various Opportunity and Project tables using OR conditions with dBase tables was resolved.

• A bug that gave an error when converting from Stonefield Query version 2.4 or earlier was fixed.

• A bug that prevented custom fields in GoldMine from showing up in Stonefield Query if you upgraded GoldMine from version 4 at some point was fixed.

• The proper captions for fields in the Combined Main and Other Contacts table are now displayed.

• A bug that caused only the first 35 characters of the Web site to be displayed was fixed.

• Improvements were made in all dialogs so keyboard-only users (including disabled users) can move from one control to the next correctly.

• Under some conditions (sorting on a certain field data type when at least one record has a null value in that field), a single character was displayed rather than the entire contents of a field. This has been corrected.

• Charts now display correctly when there's missing data in some categories for some series.

• The correct controls are now displayed in the Options page of the Reports Explorer when it is the current page and you change from a Label report to a different type or vice versa.

• The Selected Field list in Step 2 of the report wizards now shows real table and field names correctly when you edit an existing report with the Display real table and field names option turned on.

• Renaming a report in the Reports Explorer didn't change the report header like renaming it in a report wizard; this was fixed. Also, copying a report now also changes the report header.

• The bookmarks panel in the Preview window is now sized correctly when clicking a field that runs a linked report and that report has bookmarks.

• A problem with not saving the email settings in the Options dialog was fixed.

• Specifying a period for the "CommonFiles" entry in Data.INI now means Stonefield Query's data files are located in the same folder as Data.INI rather than SFQuery.INI. Other types of relative paths are now handled correctly as well. Also, the program does a better job of handling Data.INI and its data files in "legacy" locations (locations other than the Data subdirectory of the application folder), and handles the case where its resource file (SQResource.DBF) exists in both the application folder and the Data subdirectory.

• Stonefield Query no longer exits with an error code when a report that has no records is run from another application; formerly, this prevented the rest of the reports from running if multiple reports were specified.

• The size and position of the Reports Explorer are now saved when you choose Exit from the File menu.

• A problem with entering too long of a contact name in the Registration dialog was fixed.

• A problem with selecting the wrong database when reporting on more than one database at a time under some conditions was corrected. Also, an issue with similarly named data sources (for example, "Company" and "Company Database") was fixed.

• The cause of a rare "invalid index key" error when running a cross-tabulation report was fixed.

• An error caused by sorting on a field that exists on a report but doesn't appear when Summary Report is turned on was fixed.

• The numeric part of image file names created when a report is output to an image now have zeros for place holders (for example, Report0009.GIF and Report0010.GIF rather than Report9.GIF and Report10.GIF) so they appear in the correct sorted order in Windows Explorer.

• Line spacing is now correct in labels that have fields in larger fonts.

• You no longer get an error if you choose Copy or Edit from the File menu when the Template Editor is open.

• You can no longer open multiple instances of the Template Editor.

• A bug that prevented sorting on a grouped field if you created a variable in the Advanced Report Designer on that field was fixed.

• HTML, Word, text, and table output now work correctly for chart reports. You can no longer output charts to RTF because the results aren't very good.

• Clicking the Values button in Step 2 of the report wizards now displays an empty list of values rather than no list at all if the selected table contains no records.

• The Filter Condition dialog now shows the correct list of tables and fields in the Cross-Tabulation and Chart Wizards for new reports.

• Linking to another report on certain types of fields now works correctly.

• Stonefield Query now properly handles a table or field that has "SELECT" at the end of its name (for example, "TaxSelect").

• Failure to connect to the update Web site when checking if a new version is available no longer causes an error message to be displayed.

• A second error that occurred while displaying the error message for a first error that may have occurred in the Preview window (for example, when running a linked report that had a problem) was resolved.

• The report drop-down list that appears on the Link page of the Field Properties dialog now shows the correct icon for chart reports.

• In previous versions, if you created a report but didn't go to Step 6 of the report wizard, everyone could run the report but only you could edit it. Now, the default is that everyone can both run and edit the report. You can, of course, change this in Step 6.

• A problem with the Chart Wizard hanging up after previewing a chart report that had no data in it was fixed.

• There is no longer a problem with displaying reports created by users with user names longer than eight characters.

• Pressing the Esc key while a report is running from one of the report wizards no longer causes an error.

• A problem with a filter condition containing an apostrophe under certain conditions was fixed.

• The Import Reports function now displays a proper error message if you select an empty file to import from.

• Clicking in one of the activation code boxes in the Registration dialog or Add License dialog after activating the program online added spaces to the activation code, making it invalid. This has been fixed.

• Changing the parameter information for a linked report caused the wrong information to be stored. This was corrected.

• An issue with the automatic update mechanism on Windows Vista systems was corrected.

• The Page Up and Page Down keys no longer move you from one page to another in a wizard; this feature prevented these keys from being used in other controls, such as drop-down lists. Instead, use Shift + Page Up and Shift + Page Down.

• An issue with the Login dialog sometimes appearing off-screen (and thus not visible, leading you to think the program had hung up) was fixed.

• Email addresses selected in the Select Email Addresses dialog are now separated with commas rather than semi-colons to prevent an issue with some email programs.

• The New Folder function in the File menu is disabled for runtime licenses, since it doesn't make sense to create a folder if you can't create any reports in that folder.

• Stonefield Query now respects changes to the font style for a field in a report (for example, making it bold).

• The Ignore this condition choice in the Conditions list of the Link page in the Field Properties dialog acted like None (that is, you were still prompted for an ask-at-runtime condition); this now works properly.

• The Advanced Report Designer no longer sizes a field past the right edge of the report when it automatically determines the size.

• Using the RunSQL function in the Advanced Report Designer with a SQL statement containing a join now works correctly.

• You can no longer resize the Reports Explorer window so small that the reports list is hidden.

• The Registration dialog now gives you a warning if you click the Print button without first filling in the serial number, and the prompt in the dialog tells you that value is needed.

• The hotkey for the Advanced Layout function in Step 5 of the Quick Report Wizard was changed from "V" to "D" so it doesn't conflict with the Preview function.

• A bug that prevented case-insensitive filters when the filter Compare to setting is set to Field was fixed.

• A bug that sometimes caused the login dialog to appear off-screen so you couldn't see it was fixed.

• Grand totals at the end of the report no longer appear on a second line if they will fit on the first one.

• Renaming a user in the Maintain Users and Groups dialog automatically moves all their reports to the new name.

• A bug that sometimes caused a filter condition to be mangled if it contained a single quote (for example, SomeField = 'Barney's Store') or a pair of empty quotes (for example, SomeField = '') was fixed.

• The cFilter property of the loReport object is now set to the filter for the report.

• A bug that prevented a report from being exported properly immediately after renaming it in the Reports Explorer was fixed.

• Changing the value of the Advanced User setting for yourself in the Maintain Users and Groups dialog now takes effect immediately rather than after restarting Stonefield Query.

• A bug that cut off the link status display in the preview window was fixed.

• A bug that caused the Show All Fields option in the Filter Condition dialog to disappear after clearing the filter was fixed.
  

Version 3.10

New Features

• A new report type, Chart Report, allows you to create charts and graphs of your data. You can even include charts in Quick and Cross-Tabulation reports.

• Stonefield Query now supports live links on reports. This allows you to create reports that drill down to other reports (for example, clicking on a customer name to show the sales for that customer) or automatically bring up someone's email address in your email program or Web site in your browser.
  
• In addition to the other types of linking described above, you can also link a field to a record in GoldMine; clicking the field in the Preview window moves GoldMine to that contact (this obviously requires that GoldMine already be open). The Move Contact in GoldMine sample report shows an example of this. This is very handy for database cleanup, targeted marketing, or other tasks where you use Stonefield Query to create a list of contacts with certain specifications and then want to edit each of those records in GoldMine.

• Several new tables provide support for the Service Center in GoldMine Premium Edition, including Cases, Case Attachments, Case Notes, Case Resolution Notes, Case Tasks, and Case Team. These tables are only available if you are using GoldMine 8.0 or later.

• There are 22 new QuoteWerks-specific pre-defined reports.

• Performance for reports accessing the Notes tables is greatly improved.

• You can now report on the Account field in several tables, including Main, History, and Calendar table. This was added for support for linking reports.

• You can now report on GoldMine groups. There are two new tables: Groups and GroupMembers. Groups contains information about each group and Group Members contains the members for each group. You can also include fields from Main to show additional information about each contact in a group.

• If you use QuoteWerks, you can now report on fields from History and QuoteWerks Document Headers.

• Custom fields added to Opportunities now also appear in Projects.

• The heading for the fields in the Summary table now more closely match what's displayed in the GoldMine Summary tab.

• You no longer get a "You cannot query on the QuoteWerks database at this time" warning at startup if you create a NoPrompt=Y entry in DATA.INI for the QuoteWerks database.

• You no longer get an error if you include fields from both Main and Combined Main and Other Contacts in the same report; you now get a warning message.

• Stonefield Query now keeps track of your software maintenance expiry date: the About dialog and License Manager both show the date. Stonefield Query reminds you when your software maintenance is due for renewal and prevents you from running a newer version of the program if your software maintenance has lapsed.

• It's now much easier to discover when new versions are available and to install them. By default, Stonefield Query automatically checks our server once a day to see if a newer version is available. If so, a dialog describing the new features displays and you have the option of downloading and installing that version. Note that updates are only available to current subscribers. You can turn off automatically checking or change how often checking is done with settings in the Options dialog. You can also manually check for updates with the new Check for Updates function in the Help menu.

• Stonefield Query is now fully compatible with Windows Vista. It takes advantage of Aero Glass and the new system Segoe UI font for a more attractive, modern appearance, scheduled reports work correctly, and there are no errors during installation as there was with the previous release. In addition, files which Stonefield Query needs to write to, such as the license file and users table, are no longer stored in the program folder, which is by default read-only, but instead in a Data subdirectory of that folder for new installations (the location hasn't changed if you upgrade from an earlier version). You can change the location of this "system" file folder with a setting in Data.INI.

• Stonefield Query has a more modern icon:

• The new Preview Window has several new functions, including the ability to output to file and better control over printing options.

• Many new file output formats are available, including OpenOffice Calc and Writers, XPS, and several image file types.

• Professional licenses are now called Report Designer licenses to make it more obvious what they are for.

• You can now sort summary reports on fields other than the grouped fields. For example, to display sales by product, with the biggest selling items at the top, select the product name field and group on it, select the sales amount field and sum it, on the Sort Options page, sort on the sales amount field, and on the Formatting Options page, turn on the Summary report setting. In addition, you can use the Customize Report dialog to display only the top 10 (or some other number) selling items. In earlier versions, you needed to write AfterData code for the report.

• Turning off the new Display this field in the report setting (which is on by default) in the Field Properties dialog includes the field in the query but not in the report. This is useful if you want to sort or link on the field but not display it.

• You are now prompted if you wish to discard your changes when you click Cancel or press Esc in the report wizards. This prevents accidentally losing any work you've done on a report.

• The Email Properties dialog now supports a lot more email addresses, plus you can click a button to display a dialog to select from a list of email addresses. The new Import Email Addresses function allows you to bring email addresses from other applications such as Microsoft Outlook into Stonefield Query.

• Many windows are now resizable.

• Multiple monitors are now supported.

• Advanced layout reports can use a new built-in function called RunSQL. This function executes a SQL statement at report run time, so it can do complex calculations without requiring a user-defined function.

• AfterData code can now be simpler. A new variable called ResultSet contains the name of the result set so you can SELECT from it. Also, any result set created and selected in the code is automatically used by the report without you having to change the name of the result set normally used.

• The Summary option is now disabled for advanced layout reports, since those two features don't work well together.

• You can no longer change the Format or Style properties of a column field in a cross-tabulation report because the template used for the report determines those properties.

• The reports table is now compacted every time you exit Stonefield Query. This can reduce the size of this file considerably.

• The Report Date setting on the Options page of the Reports Explorer is now a drop-down calendar, making it easier to select the desired date.

• All of the sample report templates we provide are now automatically imported and available for use without you having to use the Import function in the Template Editor.

• You can no longer use a comma in a report name because commas cause problems in some areas, such as being able to email a report; many programs treat a comma as a special character such as a separator.

• Changing the name of a report now also changes the report header as long as it wasn't manually changed (that is, if it was the same as the report name before, it's changed to match the change in the report name).
  

Bug Fixes

• The Count button in the Filter dialog now works correctly when a report involves two or more tables.

• A bug handling numeric Details Plus fields was fixed.

• A bug that caused an error when updating an existing GoldMine group was fixed.

• A bug in handling referrals was fixed.

• Single quotes in group names entered when creating a new group in GoldMine are now handled properly.

• Including Notes from the Notes table and Notes from the History table on the same report no longer gives an error.

• Reports with custom SQL statements that also filter on Activity from Calendar, Combined Pending and History, or History now work correctly.

• Reports with ask-at-runtime filter conditions being previewed when called from another application now prompt the user for the values for these conditions rather than failing to run. They will continue to fail if called for any other type of output (output to file, email, or printing).

• Right-clicking in a code window (displayed, for example, when you select the AfterData page in the Customize dialog, right-click in the code text box and select "Zoom") and choosing Build Expression no longer gives an error.

• Moving a field to the data area and then dragging it to the column area in Step 3 of the Cross-Tabulation Wizard no longer formats the field as a numeric value.

• A common cause of an "insufficient rights" warning received when importing a report was fixed.

• Images referenced in an advanced layout report as an expression are now handled properly. Also, multiple images stored in tables in an advanced layout report are now handled correctly.

• The Advanced Report Designer no longer automatically changes the width of a column heading for a field when you change the width of the field.

• Fields defined with zero width are no longer removed from the query when you make the report into an advanced layout report.

• A bug in handling the ACTION command-line parameter was fixed.

• An issue which gave incorrect results when previewing a report in the Quick Report Wizard, then removing a field from one table and adding a field from another table was fixed.

• A bug which didn't size certain fields wide enough when Auto-fit is turned on was fixed.

• An issue which caused groups to be repeated under certain conditions was fixed.

• An issue with selecting a field after choosing a new table in Step 2 of the report wizards not resulting in the mover or Values buttons being enabled was fixed.

• A bug in adding new groups in the Maintain Users and Groups dialog was fixed. Also, the Duplicate function was removed from the shortcut menu for this dialog.

• Adding a GROUP BY clause in a custom SQL statement for a report now works correctly. Also, subqueries are now handled properly.

• Selecting a report now resets the Use same filter next time report is run, Use same sort next time report is run, and Use same options next time report is run settings.

• Date fields now work correctly when used in the rows of a cross-tabulation report.

• A bug which caused certain fields added in the Advanced Report Designer to be sized with zero width was fixed.

• The Test function in the Email page of the Options dialog now works properly when MAPI is selected.

• You can now blank the Report Header option if you wish. Formerly, doing so caused it to revert to the report name.

• Outputting to text files now properly handles memo fields.
  

Version 3.04

New Features

• There is no longer a 7-day demo version; the demo version works for 30 days and can be extended by request to 60 days.

• You can now report on the Links table.

• You now get a warning rather than an error if you use a report created in an earlier version of Stonefield Query that has an Is One Of filter on the Activity (formerly Type) field in History or Combined Pending and History.

• You can now query against multiple databases at a time.

• The new Include in filter display setting option in the Filter Condition dialog allows you to specify whether a specific filter condition appears in the report header or not. To see this option, click the More button to expand the dialog.

• You can now specify the printer to print to as a command-line parameter.

• You can now display the Setup dialog by adding Action=Setup in an Other section of SFQuery.INI.

• The performance of certain types of queries was improved.

• If you call Stonefield Query from another application and there is no default printer driver, an error code of -2 is now returned.

• Right-clicking in the code editor window (displayed when you right-click code in the Customize Report Wizard and choose Zoom) and choosing Build Expression now displays the Stonefield Query Expression Builder rather than a generic one.

• The login dialog now prompts you to enter your Stonefield Query user name and password. This helps new users, who may think they have to enter their database user name and password instead.

• Stonefield Query no longer gives an error if an advanced layout report uses an image that no longer exists. Instead, you'll get a warning message, telling you the name of the missing file and asking you to edit and correct the report.

• Additional shortcut keys are now available in the Preview window: Ctrl+F brings up the Find dialog and Ctrl+G finds the next instance of the found text.
  

Bug Fixes

• A bug that caused an error in the Display Logged in Users function was fixed.

• A number of issues regarding connecting to SQL Server databases, especially regarding BDE, were resolved. As a result, you now have to specify the ODBC data source name (DSN), user name, and password for each GoldMine database you want to report on.

• Bugs dealing with Not Equals filters on certain fields, using Direction in the MailBox table in a filter, and using the GetCurrentGMField function in a filter were fixed.

• A bug that sometimes caused the wrong table to be selected by default in the Expression Builder was corrected.

• A bug in handling certain types of custom SQL statements in reports was fixed, including statements containing mixed case and subqueries.

• Stonefield Query now displays images stored as binary data in SQL Server and other database engines properly.

• Users not defined as "advanced" in the Maintain Users and Groups dialog no longer get an error when clicking the Advanced button in step 2 of the Quick Report Wizard.

• You now get a warning rather than an error if you enter an expression of more than 254 characters in the Field Properties dialog in the Advanced Report Designer.

• You no longer get an error if the Sort page is selected in the Reports Explorer and you select a folder.

• Pressing F1 in the Advanced Report Designer now brings up the help topic for the Advanced Report Designer rather than the general help topic.

• A bug in handling licenses with more than 200 users was fixed.

• An issue on some systems that caused Stonefield Query to appear behind other application windows was corrected.

• The Test Syntax button in the Customize Report Wizard no longer reports an error for valid SQL statements.

• A field used in a group added in the Advanced Report Designer that has the same name as another field already in the report but in a different table is now properly added to the query.

• The Expression Builder now shows the proper expression if you edit an existing expression with the Display real table and field names option turned on.
  

Version 3.03

New Features

• The new Test button on the Email page of the Options dialog allows you to quickly test whether the email settings you entered are correct.

• There is now a single version of Stonefield Query for GoldMine that works with all versions of GoldMine, whether the database engine is dBase, SQL Server, or Firebird. As a result, if you previously used Stonefield Query for GoldMine Sales and Marketing (the SQL Server version), Stonefield Query now connects to GoldMine databases differently: rather than specifying ODBC data source names (DSNs) in the Manage Databases dialog (which no longer exists), it now uses the same connection information GoldMine itself uses, so setup is easier. However, you are prompted the first time you run Stonefield Query for the password for each GoldMine database available. This is also true if you are using GoldMine 7.0 or later with Firebird as the database engine. If you use dBase as the database engine, the connection mechanism is the same as in the previous Stonefield Query for GoldMine Business Contact Manager. dBase users will need a new activation code for their license of Stonefield Query.

• Stonefield Query now supports the SQL Server version of QuoteWerks 4.0 and later. QuoteWerks is a powerful quoting application that integrates seamlessly with GoldMine. You can include fields from QuoteWerks tables on the same report as any GoldMine fields.

• Some types of reports are now significantly faster than in version 2.4, especially those involving the Calendar or Forecasted Sales.

• The Options dialog no longer has a GoldMine program directory setting. To change the GoldMine program directory, see the Changing the GoldMine Program Location help topic.

• The Options dialog also no longer has a Keep customized data dictionary on disk setting and the Tools menu does not have a Refresh Data Dictionary function.

• There are new Activity Description, Result Description, Sale Month, and Sale Month (YYYY/MM) fields in the Combined Pending and History Table.

• Two new fields are available in the Opportunities table: Contact and Won/Lost Reason.

• Two new pre-defined reports, Monthly Calendar and Monthly Calendar 2, provide a calendar-like report showing planning activities.

• The Type field in History, Calendar, and Combined Pending and History was renamed to Activity because that's the way it appears in GoldMine.

• Filtering on the Activity (formerly Type) field in History or Combined Pending and History now works correctly. Previously, it's possible some records were omitted for a filter like "Type equals Event" because of the way GoldMine stores values in the Type field. Also, the only operators now available for these fields are "equals" and "does not equal" since no other operators work correctly. If you want to use the equivalent of "is one of," use several conditions with ORs between them, such as "Activity equals Event or Activity equals Appointment."

• The Sale Month and Sale Month (YYYY/MM) fields in the Forecasted Sales table now show the month based on the Sale Date rather than the End Date (which are almost always the same but can be different under some circumstances).

• You can no longer filter on the Message, From, To, Subject, Folder, or Subfolder fields in Mailbox because performance with even a moderate amount of email is very slow. However, a new Complete Message field contains all of these, so you could filter for a particular word or phrase using the "contains" operator on this field.

• You can no longer filter on the Record Type field in the Combined Pending and History table because doing so makes no sense (if you only want history records, for example, report on fields in the History table instead of Combined Pending and History) and causes an error.

• The Notes field in the Opportunities table can contain some outdated information because of the way GoldMine stores text in this field. Stonefield Query now only shows the current information in this field.

• The Reports Explorer now shows who created a folder and when.

• A new Display Logged in Users function in the Tools menu shows you which users are logged in so you can, for example, ask them to exit if you need to install an updated version.

• You can now set the width for a field in the Field Properties dialog in the Label Wizard. This useful if you want to sort on a field but don't want it to appear on the labels; in that case, set the width to 0.

• Double-clicking on a folder now expands or collapses the folder.

• Connections with double-parentheses, such as "and ((" and ")) or (," are now available, allowing you to create more complex filters.

• A report with a customized SQL SELECT statement now handles calculated fields correctly.

• An invalid value in a date field prevents Stonefield Query from running a report. In previous versions, Stonefield Query displayed an error message and there was no way to tell which record had the bad data. Now, a dialog appears allowing you to see all records that have bad data values so you can fix them and then run the report again.

• A scheduled report outputting to file no longer automatically opens the file after it's created.
  

Bug Fixes

• A bug that caused an error when running some types of cross-tab reports was fixed.

• A bug that caused an error when selecting the Delete function from the File menu to delete a folder was fixed.

• A bug that caused Stonefield Query to return a code of -15 for scheduled reports was fixed.

• A bug that caused scheduled reports to run multiple times was corrected.

• A bug that prevented fields from being resized in the Field Properties dialog in the Advanced Report Designer was fixed.

• A bug in the Maintain Users and Groups dialog preventing you from deleting any users in the Administrators group was fixed.

• A bug that sometimes caused the wrong field to be displayed in the Expression Builder when editing an existing expression was corrected.
  

Version 3.02

New Features

• Export files are now smaller because they no longer include the report snapshot image.

• A new Export All function exports all reports at once.

• You can now specify the report designer caption and tooltip for fields in the Advanced Report Designer.

• You can now specify the template to use for a report when calling Stonefield Query from another application.

• Stonefield Query now returns an exit code when you call it from another application so you can determine the outcome of the request.

• Other people's Favorites folders are no longer shown if they don't contain any reports.

• You can now customize the SQL statement for a report even if it includes calculated fields.

• You can no longer rename a report by clicking on the report in the Reports Explorer and typing a new name; you must choose Rename from the File menu or press F2. This prevents you from accidentally changing the report name.

• Since deleting reports is a fairly rare operation, and some users accidentally clicked the Delete button in the Reports Explorer toolbar when they meant to click the Edit button, the Delete button has been removed and pressing the Delete key no longer deletes a report. You can still delete a report using the File or shortcut menus.

• It's now easier to change the folder where reports are stored; rather than having to run Stonefield Query with the ACTION=SETUP command-line parameter to invoke the Setup dialog or modifying settings in the Windows Registry, you can now change an entry in Data.INI, a new settings file in the program directory.

• Data.INI, discussed in the previous point, also make workstation setup easier. In previous versions, after installing Stonefield Query on a server and specifying the location for the reports files, you then had to do workstation installs and specify the same location for the reports on each workstation. If you chose the wrong location on one particular machine, that user didn't have access to the reports. Now, after the first user runs Stonefield Query, Data.INI will contain the proper location, and each workstation will automatically use that location.

• The information in the error dialog has been made clearer and the Continue button now continues in the application without losing any work you've done on a report.

• It's possible under some conditions for report security to become confused, so you can't see reports you have rights to. This can now be corrected by specifying ACTION=FIXSECURITY as a command line parameter.
  

Bug Fixes

• Field sizing for numeric fields was improved.

• In previous versions, changes you made to settings in the report wizards weren't saved if you moved from one step to the next using the Page Up and Page Down keys. This has been corrected.

• Fields in labels are now placed in the order they appear in the Label Wizard rather than the order they were added. This was an issue if you added fields in a certain order and then rearranged them.

• Similar to the previous point, fields are now output to certain types of files, such as Excel - Data Only, in the order they appear in the report rather than the order they were added.

• If the first condition of a multi-condition filter is an ask-at-runtime condition and you choose Ignore this condition when you run the report, the filter displayed in the report header no longer starts with "and" or "or" (the connection used for the second condition).

• An error that occurred when trying to create a new folder with the same name as an existing one was fixed.

• Microsoft Word table format and HTML table format output now work correctly for cross-tab reports.

• A bug that caused an error if you turned on the Summary report option, previewed the report, and then turned on the Advanced layout option was fixed.

• Stonefield Query prevents you from entering certain characters, such as "\", "/", and "?", in a report name. However, it was possible to rename a report in the Reports Explorer to include these characters. This can cause a problem when you output a report, so that's been fixed.

• The SQL statement displayed in the Customize Wizard no longer includes the filter for the report, since the filter is added when the report is run from whatever filter the user specified.

• Although it's very rare, it's possible for the reports table to become corrupted. Stonefield Query has a built-in recovery mechanism for this, but a bug prevented the recovery from occurring before an error dialog appeared. This has been fixed,
  

Version 3.01

New Features

• The new Label Wizard allows you to quickly create mailing labels without having to use the Advanced Report Designer.

• Online activation is now available in the License Manager.

• The Schedule Wizard now adds the name of the database to the schedule so the report is run against the database open when the schedule was created rather than the last database accessed.

• The Values dialog (accessed by clicking on the Values button in the Filter Condition dialog) now shows the name of the field.

• Field sizing in reports is now more accurate, including when your system is set to display large fonts (120 DPI).

• The Setup dialog now handles the case where you select a read-only directory for the reports files location; it gives a warning rather than an error.

• This documentation is now also available as a PDF file (SFQUERY.PDF) so you can print the documentation if you wish.
  

Bug Fixes

• A bug in how date fields are handled in the Field Properties dialog was fixed.

• Very wide fields (wider than the width of the report) are now handled properly.

• A bug that gave an error when the License Manager was brought up in an unactivated version was fixed.

• Converting reports from earlier versions of Stonefield Query no longer gives an error when the users file is in the data file directory rather than the program directory. Also, reports with grouped fields no longer start each group on a new page when that option isn't selected.

• A bug that caused the wrong filter condition to be displayed in a report header when an expression is used in the condition was corrected.

• Running advanced layout reports created in an earlier version no longer gives an error.

• A problem that caused an error when Stonefield Query starts and tries to select the report selected the last time the program was closed and that report has a filter on a certain type of calculated field was fixed.

• Stonefield Query now handles custom SQL SELECT statements with expressions for fields.

• Fields that have auto-fit turned off and the If the field is too narrow setting set to one of the "cut off the data" choices now cut off the data rather than word wrapping.

• Changing the format for a field in the Advanced Report Designer now works. In version 3.0, this did not work if the Use default setting was turned on when you added the field to the report in the Quick Report Wizard.

• A problem with tables with certain characters (such as "&") in their names was fixed.

• You can now add multi-user licenses in the License Manager.

• Filters on memo fields no longer include quotes, so they work correctly.

• You can no longer move a folder to itself.

• A problem filtering on numeric fields when the currency symbol set in the Regional Setting control panel applet is something other than "$" was fixed.

• You can no longer enter a blank name when renaming a report or folder in the Reports Explorer.

• Filtering on fields of a certain data type (known as "Varchar" fields) now works correctly.

• An error outputting reports converted from earlier versions of Stonefield Query to Excel - Data Only was fixed.
  

Version 3.0

The list of new and enhanced features in version 3.0 is extensive, and we're sure you will love them.

Reports Explorer

• The Report Wizard has been replaced with a new Reports Explorer. This was done for several reasons:
  • Having a wizard-based dialog caused confusion for some users. For example, some thought the Exit button returns them to Step 1 rather than exit the application.

  • It was more difficult to support new features, such as a report information page, using a wizard dialog.
    

• The Information page in the Reports Explorer shows information about the selected report, including when it was created and by whom, when it was last edited and by whom, and when it was last run and by whom.

• The icon for a report in the reports list now indicates the report type.

• The Sample page in the Report Explorer shows a snapshot of the first page of the report the last time it was run. This is handy to quickly identify reports, and can optionally be turned off.

• The Reports Explorer saves which folders were expanded and which report was selected when you exit Stonefield Query, and restores those settings the next time you run it. This means it comes back up exactly as it was when you left it.

• The toolbar is more attractive and easier to use than the set of buttons in the former Report Wizard. For example, the buttons are always available rather than only being visible in Step 1 as was the case with the Report Wizard, and the New button has a drop-down list of choices so you don't have to bring up the Report Type dialog when creating a new report.

• Support for report folders (formerly called report groups) has improved greatly. You can now have multiple levels of folders (that is, folders within folders), can now create and delete folders separately from creating or deleting reports, and have reports appear in more than one folder. There's also a user-specific Favorites folder.

• The Show SQL option now displays the WHERE clause of the SQL statement used for the selected report.
  

Security

• In previous versions, Stonefield Query supported only three levels of security for reports and it was all or none. You could specify that all users had all rights to a report, that users other than the one who created it could run it but not modify or delete it, or that only the user who created it could see it at all.

• Stonefield Query now supports role-based security for reports, folders, and the data dictionary. The Maintain Authorized Users dialog is now called Maintain Users and Groups ("groups" being the name we chose for "roles"). You can define new groups besides the built-in ones ("Everyone" and "Administrators"), such as "Clerks," "Managers," and "Senior Executives," and you can indicate which groups (there can be more than one) a user belongs to. The user who creates a folder or report can then specify which groups have what type of access to it. For example, a report which the Everyone group has access to means everyone has complete access to the report (run, modify, or delete). Removing the Everyone group and adding the Managers group means the report won't appear for anyone who isn't in the Managers group.

• You can now create users with blank passwords if you wish. You are asked to confirm that the password can be blank.
  

Quick Report Wizard

• The Quick Report Wizard has been reorganized so data selection is now in Step 2 rather than Step 3. This allows you to more quickly get to the most important task in the wizard. Also, formatting tasks have been combined into Step 5, including access to the Advanced Report Designer.

• Stonefield Query now supports customizable report templates. A report template specifies certain formatting information about a report, such as the placement of new fields, default objects in the page header and footer, and so forth. The template used for quick reports, which was previously internal to Stonefield Query, is now the "standard" template. You can modify this template if you wish or create new templates using the new Template Editor. Some uses for templates are having a company logo on every report or creating different layouts for different users. You can specify which template is the default one used for new reports in the Options dialog, available from the Tools menu.

• The Field Properties dialog now has options for dynamic font style and color (see the description of this feature in the Advanced Report Designer topic).

• The Field Properties dialog also has more data trimming options. For example, you can specify that data is cut off if the column is too narrow but that an ellipsis appears at the end of the text, making it obvious that some data isn't displayed. It also supports displaying blanks instead of " / / " for empty date values.

• The Field Properties dialog has new "use default" options. Turning these options on (which they are by default) tells Stonefield Query to use the default formatting for the field as defined in the data dictionary. The advantage of this setting is that changes made to the formatting in the data dictionary after a report has been created are applied to existing reports.

• There are a couple of new properties for grouped fields that can be specified in the Field Properties dialog. The first is when each group appears on a new page, whether the page number is reset to 1 or not. The second is sort order for groups, either ascending or descending; previously, groups were automatically sorted in ascending order. Also, the Bookmark option was moved to the Grouping page, since it's only available for grouped fields.

• If the Reset page number to 1 option discussed above is turned on, the summary band (which shows a total count of records and any grand totals) is omitted because it would appear at the end of the last group, which wouldn't make sense.

• The default font and size for a report now affects not just new fields but existing fields that weren't changed from the defaults. This makes it easier to change the font and/or size for all the fields in a report.

• Certain report objects, such as the page header and footer, now use the entire paper width rather than the report width, making better use of the paper. This also prevents the case where a narrow report (just a few short columns, for example) with a long filter has extensive word wrapping in the filter expression shown in the page header.

• The Customize button in Step 2 of the Quick Report Wizard has been renamed to Advanced. The Customize Wizard has a new first page: Advanced Settings. The options in this page allow you to indicate whether duplicate records are included or not and specify TOP N values for the report.
  

Cross-Tab Wizard

• Cross-tab reports also support customizable report templates.

• There's a new setting in the Formatting Options page for cross-tab reports: Place subtotals above details. If this option is turned on, subtotals for row records are shown in the row record rather than in a "subtotal" record.

• A new _SUBTOTAL field is automatically added to the result set for cross-tab reports. This field contains True for the subtotal row and False for the rest of the rows. You can use this in the Print When expression of a report object in a template to, for example, highlight subtotal rows by including a colored rectangle.
  

Advanced Report Designer

• The Advanced Report Designer has had a major overhaul. The properties dialogs are now cleaner and easier to use. For example, you can change all of the properties for a field in one place, rather than having to bring up one dialog for the font and another for the expression. The new Report Properties dialog combines the features of the Page Setup, Title/Summary, Data Grouping, Variables, and Set Grid Scale dialogs from earlier versions, plus adds new features as well. Options that don't make sense have been eliminated from dialogs.

• You can now preview the report right within the Report Designer without having to first save and close the report.

• You no longer need to know the real table and field name for a field when you add it in the Report Designer. When you click the Expression Builder button (the button with the ellipsis) in the Field Properties dialog, the new Expression Builder dialog displays the same descriptive table and field names you see in the Quick Report Wizard.

• The names displayed for fields reflect their purpose rather than the actual expression. For example, instead of showing "loReport.GetReportHeader()," the page header field shows "Page Header."

• You can now specify the exact size and position of an object by typing the top, left, height, and width values in the properties dialog rather than having to carefully move or resize it one pixel at a time to get it to the correct place and shape.

• Stonefield Query now supports dynamic font style and color. Dynamic means that the font style and/or color for a particular field changes from record to record depending on an expression you specify. For example, you could indicate that an amount field appears in red if the value is negative and black if positive, or you can make the amount bold if it's more than $5000 to make it stand out more.

• Stonefield Query now supports rotation of objects. This is handy, for example, to place the headings of narrow columns at a 45 degree angle so the columns can be placed closer together.

• Stonefield Query uses a new graphics engine, called GDI+, for rendering reports. This provides smooth scaling of text and images, even at large magnifications. Since GDI+ requires slightly more space to render text than the older graphics engine (GDI) used by previous versions, it's possible some advanced layout reports might not render quite right using the new reporting engine, so by default, existing advanced layout reports are rendered using the old report engine. Step 5 of the Quick Report Wizard allows you to switch between the two engines.

• Reports with multiple columns (such as mailing labels) have better support: group headers now appear on their own row rather than taking up one of the data columns, and they can now span multiple columns.

• Report directives are no longer put into the Comment property of report objects so this property can be used for true comments.

• Stonefield Query now allows you to specify the Script setting for a font. This is important for different languages, such as Cyrillic, Japanese, Hebrew, and Arabic, which require the proper setting be used to display text properly. In addition, text alignment works better than before in both left-to-right and right-to-left languages.

• The variables used for counting total records and records in groups in reports were renamed to more understandable Report_RecordCount and Report_GroupCount<N>.
  

Other Improvements

• The Preview window has several improvements. There are new buttons in the toolbar allowing you to specify the number of pages displayed at a time. The new Find and Find Next functions allow you to quickly locate text anywhere in the report. You can now scale a report above 100%: 200, 300, and 500% are supported. A shortcut menu is available. The toolbar is now automatically docked. If you click the Print button, the Current Page option is available to print just the current page.

• TIFF, GIF, and PNG images are now supported in PDF and RTF output; formerly, only BMP and JPEG files were supported.

• Online activation has been implemented. When you purchase a license of Stonefield Query, we will provide you with a serial number. In the Registration dialog that appears when you activate Stonefield Query, enter the serial number and click the Online button. After a few seconds, an activation code will be filled in and you can click Finish. This means you can activate Stonefield Query without having to contact Stonefield Software Inc.

• Auto-completion is now available in the To and Subject text boxes in the Email dialog. Auto-completion means that as you type, a drop-down list of previously entered values appears, from which you can select an item rather than typing the entire item again. This is similar to the way the address bar works in Internet Explorer, for example.

• There's better performance for all types of file output, especially PDF and Word.

• You can now indicate that external Visual FoxPro reports, imported using the External Report Wizard, can be edited in the Quick Report Wizard.

• When you compare a field to an expression in the Filter Conditions dialog, new Expression Builder buttons (the buttons with the ellipsis) launch the new Expression Builder, making it much easier to enter an expression. There's even a drop-down list of commonly-used expressions available so you don't have to know the expression for "last day of the month," for example. In addition, you can now use fields in an expression filter. For example, you could create a filter on OrderDate is less than ShippedDate - 30 (that is, all items that took more than 30 days to ship).

• The Schedule Report Wizard now allows a blank password.

• You are no longer prompted if you want to exit the application when clicking its close box.

• You can now print or output reports to file when the program is unactivated. However, you must activate it within 30 days or it will stop working. The activation "nag" screen reminds you of how many days you have left. You are also asked to login whether the program is activated or not.
  

Version 2.4

• A new output type, Excel - Full Format, is now available. This format reproduces the layout of a report as closely as possible, including formatting and calculated fields. The former Excel output, which outputs data only with no formatting, is now called Excel - Data Only.

• Stonefield Query now has a built-in scheduler for reports.

• Two new tables are available for querying: Tracks, which has the same contents as the Tracks tab in GoldMine, and Mailbox, which contains emails sent and received.

• Two new fields are available: Price in the Opportunities table and Result Code in the Combined Pending and History table. Note that Result Code will be blank for pending records coming from the Calendar since those records do not have a result code, and you cannot filter on this field as a result.

• Stonefield Query supports custom labels and user-defined fields in Opportunities and Projects (these features were added in version 6.6 of GoldMine).

• Stonefield Query now supports lookups specific to a contact set, so things like Activity Description and Result Description will show the proper values if you have set up GoldMine in this way.

• You can now modify the SQL SELECT statement used for a report with the Customize Report Wizard, displayed by clicking on the Customize button in Step 3 of the Quick Report Wizard.

• Stonefield Query now does a better job of removing HTML codes from memo fields such as History Notes.

• A bug that caused an error when filtering on email or merge code in Combined Main and Other Contacts was fixed.

• A bug that caused an error when clicking on the Values button for the History Activity Description field was corrected.

• If you turn off the Auto-fit Column setting for a field, you can now determine whether the contents of the field wrap within the specified column width (the default) or are cut off.

• You can now rename the ADMIN user in the Maintain Authorized Users dialog if you wish.

• If EXIT is specified as a command-line parameter, Stonefield Query now displays no user interface at all unless needed, such as asking the user to login if no user name was specified, prompting for ask-at-runtime values if they weren't specified, or if a report is to be previewed.

• You can now specify the type ("data" or "full") for Excel, HTML, and Word output when running a report from another application or a batch file.

• The Filter dialog now has a Count button that displays the number of records expected for the selected report and filter conditions.

• The year is now included in the column headers when you choose Month or Quarter for the "Display date as" setting in the Properties dialog of the Cross-Tabulation Wizard.

• You can now have Stonefield Query display an image associated with a record if the image file name is stored in one of the fields in that record.

• A bug that prevented reports from being emailed when reports are run from other applications or a batch file was fixed.

• A bug in outputting cross-tab reports to HTML was corrected.
  

Version 2.3

• Stonefield Query has a new makeover: all dialogs appear in a more readable font.

• Reports now show "Page X of Y" on each page.

• You can now specify Quarter for the "Display date as" setting in the Properties dialog of the Cross-Tabulation Wizard.

• Word output, using the Full Format choice, works much better than before. Documents are smaller, open faster, and are now fully editable.

• In the Advanced Report Designer, you can now specify that the page header and/or footer print when the summary band for a report prints on the last page by itself.

• Stonefield Query now works correctly on systems where regional settings other than North American settings are used.

• The record count at the end of a report now displays the proper message in non-English languages.

• A bug that caused an error when outputting to a file with a very long file name and/or path (more than 127 characters) was fixed.

• A bug that sometimes prevented Advanced Layout reports from being saved was corrected.

• A bug that sometimes caused a "column not found" error when running a report was fixed.

• A bug that sometimes gave an error when editing or running an older report (one created several versions ago) was corrected.

• A bug that gave an error when printing the Activation Request Form was fixed.

• Cross-tab reports no longer support output to CSV, Excel, Spreadsheet, text, DBF, or XML formats, since the results don't look very good.

• A problem which caused fields rearranged in the Advanced Report Designer to output in a different order than they appear in the report when outputting to a file was corrected.
  

Version 2.2

• The performance for some types of reports has been greatly improved.

• A lot of new pre-defined reports are available.

• You can now report on occasions (in GoldMine 6.0 and later); it's a new Type in the Calendar table, and the Category field in this table contains the occasion category.

• You no longer get a warning message when your GoldMine base tables are hosted in dBase.

• You can now output a report to an RTF file.

• A new type of license is now available: a runtime license allows the user to run a report but not create a new report or copy, edit, or delete an existing report. This is a less expensive license for those users who don't need to create their own reports.

• You can no longer download and install the latest demo version to upgrade your full-working copy to the latest release. Doing so replaces your full version with a 7-day demo version, which is a bad thing! Instead, users whose software maintenance is up-to-date are provided a password to download the latest full version.

• This help file now has documentation on the most commonly used functions in the Advanced Report Designer.

• The Edit menu for the Advanced Report Designer now has Undo and Redo functions so you can undo an unintended move or other action.

• You can now double-click a report in the list to preview it.

• You can now run multiple reports from the command prompt or other applications.

• If you've moved your Stonefield Query data files to a different system, you no longer get a "license file is invalid" error, but are instead prompted to enter a new activation code, which you can obtain from Stonefield Software Inc.

• You can now only compare a field to another field of the same data type in the Filter Condition dialog. Also, the Field option for the Compare To setting doesn't appear if there aren't any other fields of the same data type in the selected table.

• The default name for an output file is now the name of the report plus the extension for the appropriate file type.

• Cross-tab column headings no longer split in the middle of a word but instead word wrap properly

• Outputting to file now ignores any field with a width set to 0.

• Stonefield Query now creates an advanced layout report correctly when the Summary report option is turned on.

• The Show Time and Show User options are no longer turned off when you make a report into an advanced layout report (although you can't change them after doing so).

• Several minor, relatively obscure bugs, such as an error if you double-click the Row, Column, or Data areas when they're empty in the Cross-Tabulation Wizard, an error when you ran a report with a filter that ORs a calculated field in one table with a non-calculated field in another, and an error when you customized the SQL statement for a report to include a WHERE clause and also specified a filter in the Filter step (we told you they were obscure!) were fixed.
  

Version 2.1

• You can now specify that a report is a summary report or show the filter, report user, or report time in the Quick Report and Cross-Tabulation Report wizards.

• Microsoft Word and HTML full format output are now significantly faster.

• The Properties dialog for fields is now better organized; it now uses tabs to separate the different types of properties.

• An error that occurred when you created a filter while the "Display real table and field names" option was turned on was fixed.

• You can now sort and group on many QuoteWerks fields that you couldn't previously.

• PDF and HTML output now support bookmarks. Bookmarks act like a table of contents for a report, so you can quickly jump from one item to another by simply clicking the appropriate bookmark.

• Stonefield Query now properly handles it when you change data grouping in the Advanced Report Designer.

• The Advanced Preview window was removed due to a number of shortcomings, including inability to deal with multi-column reports and errors with certain video drivers.
  

Version 2.0

• A new Cross-Tabulation Wizard allows you to create cross-tab reports with just a few mouse clicks.

• You can now create a filter that compares one field to another field in the same table (using the More button in the Filter Condition dialog).

• You can now tell Stonefield Query to ignore a specific "ask at runtime" condition when you run a report.

• You can now include the user groups a GoldMine user belongs to in a report, based on the User field in tables such as History, Forecasted Sales, Sales History, Quota, Calendar, and Combined Pending and History, by selecting the new User Groups field in these tables. This is most useful for filtering purposes, such as when you want a list of all sales made by people in the Western Region group. GoldMine must be running in order to use this field.

• The Combined Main and Other Contacts table now has a Source/Reference field which contains the Source field from Main and the Reference field from Contacts.

• The Combined Pending and History table now has a Contact field. If you wish to filter on this field, use "contains" rather than "equals" because of the way contact names are stored in GoldMine.

• A new Add Selected Report to GoldMine Menu function allows you to add an item to the GoldMine File menu to automatically run the selected report.

• If you use QuoteWerks, the QuoteWerks Document Items table now includes a Product Folder field, which contains the folder the product for the current line item belongs to.

• The Merge Codes field in the Combined Main and Other Contacts table is now handled properly.

• Closed opportunities are now handled properly.

• If the Address 1 field in an other contact's record is filled it, Stonefield Query no longer uses Address2 and Address 3 from the main contact record, even if these are blank for the other contact. That way, the proper address is used for other contacts.

• Stonefield Query now locates the correct other contact if you use fields from Combined Main and Other Contacts and fields from Contacts in the same report.

• The History table now includes Activity Month and Activity Month (YYYY/MM) fields, which show the spelled-out month and year (for example, "January 2001") or year and month (for example, "2001/01") of the activity date. This is useful for reports showing sales grouped by month. Note that Activity Month sorts alphabetically (so January comes after April) while Activity Month (YYYY/MM) sorts chronologically.

• You can now specify code that executes when a report is selected, when a report has finished running, just before the report's data set is created, and just after the data set was created. This allows you to do things such as pre or post-process the data. This is accessed from the Customize button (which replaces the Edit SQL button) in Step 3 of the Quick Report Wizard.

• The Report Wizard and Quick Report Wizard are now resizable, so you can make the dialogs larger to better see long field names, for example.

• The Report Wizard now starts with all report groups collapsed so it's easier to find the report you want when there are a lot of reports and report groups to choose from (note: if there's only one report group, it isn't collapsed).

• If the "Display real table and field names" option is turned on, the real name is displayed before the descriptive name rather than after, and tables and fields are sorted alphabetically by the real name rather than the descriptive name.

• Summary reports now show counts for the lowest level grouped field if the "Show count in group footer" setting is turned on.

• The Quick Report Wizard now includes a status bar so you can see the progress when you preview a report.

• The Show All Fields setting in the Filter Condition dialog is now turned on by default.

• The ruler in the Advanced Report Designer now displays the proper measurement system (inches or centimeters) based on your setting in the Control Panel.

• The Report Options step in the Report Wizard now has options to display the time the report was printed and the name of the user who printed it.

• You can now enter up to 60 characters for the report or group name (previously the limit was 30).

• Reports are now output to the proper paper size selected in the Page Setup dialog of the Advanced Report Designer.

• There are now two types of spreadsheet output: Excel and Spreadsheet. Both create XLS files, but Spreadsheet output (which is really an HTML file formatted so Excel can open it) is faster, has no record limit, supports memos fields such as notes, and doesn't require Excel to be installed on the system. Excel output only supports 16,384 records and doesn't output memo fields, but creates a true Excel file.
  

Version 1.19

• The new Advanced Preview window for previewing reports has many powerful features, including the ability to save a report as a PDF file or email the report to someone.

• There are two new options in the Output Options page of the Report Wizard. You can output to a PDF file or you can email a report as a PDF attachment. You can also specify that a report should be emailed automatically using command line parameters.

• You can now report on the USERLOG table.

• You can now use a "parameters" file when running Stonefield Query from the command prompt.

• You can now specify that certain users cannot create, edit, or delete reports, but only run them, in the Maintain Authorized Users screen.

• Excel output is now faster, has no record limit, supports memos fields such as notes, and doesn't require Excel to be installed on the system.

• The Forecasted Sales and Sales History tables now include Sale Month (YYYY/MM) fields, which shows the year and month (for example, "2001/01") of the sale date. This is useful for reports showing sales grouped by month. Note that the existing Sale Month sorts alphabetically (so January comes after April) while Sale Month (YYYY/MM) sorts chronologically.
  

Version 1.18

• The name of the product has been updated from Stonefield Query for GoldMine® 5.0 to Stonefield Query for GoldMine® Business Contact Manager, given the new name of GoldMine. However, Stonefield Query still works with GoldMine versions 4.0 and later.

• You can now include fields for a referral contact, such as company and contact name, address, email, and so on, in a report. These fields appear in the Referral table.

• GoldMine 6.0 uses HTML tags in Calendar and History notes. While this makes the text look nice in GoldMine (supporting things like fonts, bold, italics, colors, etc.), it makes a mess of the notes when printed out in a reporting tool. Stonefield Query now automatically strips HTML tags out of these notes fields so they appear properly.

• You can now use dBase expressions in filter values. To do so, select the new More button in the Filter Condition dialog, select "Expression" as the value type, and enter a valid dBase expression for the expression to compare the field to. One of the built-in functions you can use is GetCurrentGMField, which returns the value of the specified field in the current GoldMine record (if GoldMine is currently open). For example, use GetCurrentGMField('CONTACT1.KEY2') to retrieve the value of the KEY2 field in the current GoldMine record, and compare all other records in the database to that value.

• The Options dialog now allows you to define which QuoteWerks database to retrieve data from.

Version 1.17

• A new "Combined Pending and History" table was added, allowing you to query on a combined set of both calendar (or pending) and history items. You can sort or group on the Record Type field, which contains "Pending" or "History", if you wish. This is useful for reports that show the entire range of activities for a contact.

• In previous versions, reading custom information from the GoldMine data dictionary, such as user-defined fields and detail types, could take several minutes if you have a large GoldMine database. Since this step had to be done every time you started Stonefield Query, it could be quite time-consuming. Now, Stonefield Query only needs to do this once: it keeps the customized data dictionary in a file on disk so it doesn't need to read the GoldMine data dictionary again. If something in the GoldMine data dictionary changes (for example, you change the global or local label for a field, add a new user-defined field, create or change a detail type, etc.), choose Refresh Data Dictionary from the Tools menu so Stonefield Query will re-read the GoldMine data dictionary as needed.

• A new "Alerts" table was added, which allows you to query on the alerts you've defined.

• Two new pre-defined labels are provided: Primary Contact Labels (UK) and All Contact Labels (UK), which have the same purpose as the Primary Contact Mailing Labels and All Contact Mailing Labels except they are formatted for UK addresses, with County and Postal Code on the last line rather than City, State, and Zip.

• There are three new output file types: Rich Text Format (or RTF) and "full" versions of Word and HTML files. Previously, Stonefield Query created Word and HTML files with the information formatted in tables rather than the layout used for printing or previewing. That style of output is still available by choosing the "table format" for Word or HTML files. "Full" format is as similar as possible to the printed or previewed layout. Note that "full" format can take considerably longer to produce than "table" format.

• Stonefield Query now supports querying on email merge code fields. These fields, which are separate from the contact merge code fields, are often useful for creating specific groups of people to send mass emails to.

• The Mail Merge Codes field was added to Combined Main and Other Contacts.

• You can now report on the User field and the "last modified" fields in the detail types tables.

• A new Weekly Calendar pre-defined report shows you calendar activities in a weekly layout.

• The "is blank" filter operator now includes records with no known value in the field (technically, a null value) and the "is not blank" operator now specifically excludes these types of records.

• Filters on the Company field in Combined Main and Other Contacts and on fields defined as numeric or date in DetailsPlus now work properly.

Version 1.16

• When you select Email from Main, you now only get email addresses for the main contact, not all email addresses for the entire company.
  

Version 1.15

• Stonefield Query now handles "bad" data better. For example, we've found that the GoldMine data dictionary files (which Stonefield Query uses to determine which custom fields, global and local labels, and detail types you have defined) aren't always in perfect shape. Stonefield Query does a better job of handling incorrect and corrupted values in these files.

• Problems dealing with details types that have a name longer than 20 characters or where one name is a subset of another (such as "Product" and "Product Types") were fixed.

• Stonefield Query now properly handles exporting and importing reports with detail types. Previously, you had to edit the import file layout prior to importing to make this work.
  

Version 1.14

• Stonefield Query now supports QuoteWerks, a powerful quoting application that integrates seamlessly with GoldMine. You can include fields from the QuoteWerks Document Headers and QuoteWerks Document Items tables on the same report as any GoldMine fields (such as detail types).

• Stonefield Query now supports Details Plus, an add-on for GoldMine from Solica Consulting that provides greater flexibility and configurability of the Details tab. It allows the Info tab fields to hold numeric or date fields, and character fields of different lengths, and allows you to store information in more than the 8 fields normally allowed in GoldMine. Stonefield Query will use the customized headings and data types you specify in Details Plus, allowing you to, for example, properly filter on date values and sum numeric values. See the Configuring Stonefield Query topic for information on how to tell Stonefield Query where Details Plus is installed.

• You can now create groups in GoldMine from a Stonefield Query report. Since it's way easier to create filters in Stonefield Query than it is using the Filters or SQL Query features in GoldMine (which assume you know the dBase or SQL languages and the GoldMine data structures), this is a very powerful addition.

• You can now easily add Stonefield Query to your GoldMine menu by simply selecting that function from the Tools menu.

• In previous versions, if you selected too many fields or the fields you selected were too wide, you got a "this report is too wide" warning message and any fields at the right edge of the page were cut off or didn't appear at all. This was particularly a problem when you used the Advanced Report Designer, because you couldn't see any fields that extended beyond the right edge.

  Stonefield Query now moves any fields that would extend beyond the right edge of the page onto the next row of the report, so you won't see "this report is too wide" warning messages anymore and it's a lot easier to rearrange the layout of the fields in the Advanced Report Designer.

• The Properties page for a field now includes additional options when you group on a field: "Start each group on a new page", which does a page break when the group changes, and "All fields in same table in group header", which places all fields from the same table into the group header along with the field being grouped on.

• In previous versions, you weren't allowed to sort or filter on some fields, such as Sales History Amount. You can now sort and filter on nearly every field in every table.

• You can now report on "last modified" fields in the Details, Referrals, and Quota tables, Amount and Units (which are only filled in for Sales records) in the Calendar table, and Potential (which is Amount times Probability) in Forecasted Sales.

• A problem with filtering on the Type field in the Calendar or History tables has been resolved.

• Under some conditions, you couldn't always retrieve a stored filter. This has been corrected.

• The default font name and size for a report are now saved with the report definition.

• Grouping on date fields no longer causes errors in Stonefield Query.
  

Version 1.13

• A new "Quota" table was added so you can now query on sales quotas.

• A new "Combined Primary and Other Contacts" table was added, allowing you to query on a combined set of both primary and other contacts. This is useful for mailing labels, formletters, or report where you want all contacts at one time.

• The Referrals table now lists the fields from the Status page of the GoldMine referrals dialog, which allows you to report on status information such as "Initial Contact", "Interest Confirmed", and "Project Funded".

• New "All Contact Mailing Labels" and "Quota Report by User" pre-defined reports are now available.

• You can now call Stonefield Query from within GoldMine or from the command line and tell it to print a particular report, or even output the results to a file.

• Stonefield Query now correctly shows local labels for fields in GoldMine 4.0 databases.
  

Version 1.12

• A new "Display real table and field names" option was added to the Options dialog. If you are familiar with the name of GoldMine tables and fields, you might find it easier to locate the tables and fields you want by their real names. If you turn this option on, Stonefield Query will display the real name in parentheses behind a table or field name.

• A Date field was added to detail type tables.

• A Duration (Hours) field was added to the Calendar table. Like Duration (Hours) for History, this outputs the duration of an activity as a fraction of an hour (for example, "01:15" would be 1.25). This makes it possible to sum the duration of an activity, such as by user.

• A Web Site (Primary) field was added to the Main table. This shows the main Web site for an organization, while the Web Site field shows any Web site.

• Saving an advanced layout report is now substantially faster.

• Reports using the Type, Activity Description, or Result Description fields from the History, Sales History, Calendar, or Sales tables now run significantly faster.

• The Summary option in the Report Options page is now disabled if you don't have any grouped fields.

• There are several new advanced features for "power" users:
  • You can now create "user-defined" functions and use those functions in various places in Stonefield Query, such as report fields. A user-defined function is code that executes when it's called. You have to be familiar with dBase or FoxPro to write such a function.

  • If a Stonefield Query "script" file (a file with a SQS extension) exists, the code in this file will be executed when the Stonefield Query data environment is set up. As with user-defined functions, you have to be familiar with dBase or FoxPro to write such a script file. This is often used to change information in the Stonefield Query data dictionary.

  • You can now enter an expression (rather than a hard-coded value) for a report header and footer.
    

• The setting of the Include filter in report header, Summary, and Orientation options are now saved for a report when the "Use same options next time report is run" option is turned on.

• You can now name a report starting with a digit (in previous versions, a report name like "2001 Reports" wasn't allowed).

• Advanced layout reports now respect the setting of the "Include filter in report header" option. If you've already created an advanced layout report and want to use this feature, edit the report in the Advanced Report Designer and change the expression for the header field to:

  loReport.GetReportHeader()

• Stonefield Query now handles making a report into an advanced layout report and renaming it at the same time.

• A problem in outputting reports with different fonts for individual fields to HTML and Word was corrected.
  

Version 1.11

• The Sales History and Forecasted Sales tables now include a Sale Month field, which shows the spelled-out month and year (for example, "January 2001") of the sale date. This is useful for reports showing sales grouped by month.

• Several new pre-defined reports are now included.

• Stonefield Query now handles blank entries in the GoldMine data dictionary.

• Complex filters (involving mixed AND and OR expressions with parentheses) are now handled better.

• The dialog displaying the values for a field (displayed when you click on the Values button) now comes up much quicker in many cases.
  

Version 1.10

• Stonefield Query now handles asterisks (*) in the custom label for a detail type field; those fields no longer display in Stonefield Query, since * in a label means that field isn't used.

• You can now sort on the Date field for Details and Referrals.

• You can now report on Calendar Priority.

• When you output to a comma-delimited file (CSV), blank lines in memo fields (like Notes) are processed so they look better when you open the file with Microsoft Excel.

• The header of an HTML file now shows the header text for a report, not the report name, and displays the filter condition if the Include Filter in Report Header option in page 4 of the Report Wizard is turned on.
  

Version 1.9

• If GoldMine is running when Stonefield Query is started, the database currently open in GoldMine is automatically opened in Stonefield Query. If the current GoldMine user name is also a valid user name for Stonefield Query, the login dialog is skipped and you're automatically logged in as that user.

• Stonefield Query handles detail types even better than before! Now, even if a detail type doesn't have its own tab, it'll show up as its own table in Stonefield Query if you've customized it in some way (such as assigning headings for Fields 1 - 8. The Notes field is now available for querying, and the detail type and reference fields are now filterable.

• Stonefield Query now works with GoldMine versions that have been upgraded from GoldMine 3 or earlier. These earlier versions didn't have a GMBASE subdirectory of the GoldMine program directory, which Stonefield Query expects to find certain files in. Now, Stonefield Query will work correctly even if that subdirectory doesn't exist and those files are located directly in the GoldMine program directory.

• You can now filter on calculated fields, such as Price and Amount in Sales History.

• The Date field for Details and Referrals and the Email field for Contacts are now available.