NEO Version 5.1.34.X Prospect Tracking New Features

This Help File Page was last Modified on 10/04/2013

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NEO Version 5.1.34.X Prospect Tracking New Features

This Help File Page was last Modified on 10/04/2013

Welcome to the Summary Page which describes the major New Features added to the Prospect Tracking System within the MKMS NEO Version 5.1.34.X Release.

This New Features Table contains three columns of data relating to each of these New features:

1.Program Module(s) Affected - This column lists the specific modules that were improved.

2.Chapter Links - This column lists of the link(s) to the chapter(s) where the previous instructions, illustrations and explanations have been revised to reflect the program changes and/or enhancements.

3.Description of the Enhancement - A brief explanation of the new features, functions and enhancements that have been added in this release with links to all of the affected chapters and some related chapters, also.


Understanding the New features Chart:

All of the Program Module(s) that are Affected are listed.

The Chapter Links are provided for finding the instructions, illustrations, and details on the operation and usage of the new feature(s).

A brief Description of the Enhancement is shown, sometimes with additional Chapter Links.


Program Module(s) Affected

Chapter Links

Description of the Enhancement



Accounts Receivable System

Prospect Tracking System


Converting Proposals

A Proposal created for a Prospect and/or a Subscriber which is being Converted to an Installation Order or Converted to an Invoice now provides (in the Proposal Conversion Information dialog) the options to:

Convert Rec Revenue? - Check this box to have any proposed Recurring Items identified as Recurring Revenue converted to Auto Billing entry(s).

Convert Rec Service? - Check this box to have any proposed Recurring Items identified as Recurring Service converted to Auto Service entry(s).

If this Inventory (Sale-Purchase) Item is included in a Proposal and subsequently converted to a Job, the Retail Price information on the Inventory (Sale-Purchase) Item is included in the Job Estimate tab.


To eliminate the request to convert these Recurring Items, set the DeferRecurringRevenue option in the Company Settings Form to True ("T").

Accounts Receivable System

Prospect Tracking System

Leads by Source

The new Leads by Source report provides a Summarized (or Detailed) listing of the Value of the Sales made to Subscribers based on each Account's identified Lead Source(s) (optionally by specified Lead Source(s), specified Company Division(s), and/or within a specified Date Range), and may include or exclude any associated Recurring Revenues Sales in that Value calculation.

Prospect Tracking System

Prospect Information Report

Custom Report Formats

The Prospect Information Report now supports Custom Report Formats. and also supports the inclusion of Proposals, Calls, Appointments and the Comments entered in the Prospect Form.

See the Custom Report Formats chapter for instructions on how to modify the format of the Prospect Information Report.

Prospect Tracking System

Prospect Listing

The revised Prospect Listing report dialog now has:

The option to include Prospects without Proposals in that list.

The option to limit the list to those Prospects to only those assigned to a specified set of (one or more) Salespersons.

Prospect Tracking System



The new Addresses option on the General Menu of the Prospect Form provides a Prospect Addresses Form to define an additional "Billing" or "Home Office" address for Proposals submitted to an existing Prospect.

Once defined, this Alternate Address will be used as the Mailing Address for that Prospect.

Prospect Tracking System

Service Tracking System


Service Request

The Service Request Form is now available as a selection on the Prospect Form's new Service Quick Access Menu.