InTune 2.13.2 (February 3, 2014) Release Notes Note: NONE of

InTune 2.13.2 (February 3, 2014) Release Notes
Note: NONE of your old intune program or data files will be changed until step (5).
(1) The latest version (Intune2013.msi) can be downloaded from the AFM Website: http://www.afm.org/member/library/
(2) Read this document (c:\intune\Readme-2.13.2.pdf)
(3) Make backup copies of your current InTune program and your current InTune data (ITData.mdb). Please
verify those backup copies are good and usable before upgrading.
(4) Open or run Intune2013.msi to install version 2.13.2.
(5) Click on Start | Programs | Intune | Intune OR start MS Access and open C:\Intune\intune13.mdb. If you’re using the
Access Runtime double click on C:\Intune\intune13.mdb
(6) If you are using Access 2013 and you are using itdata.mdb from an earlier version if Intune, you must run the program
C:\Intune\ConvertMDB.exe.
a. Access 2013 will not use Access 97 formatted data files. ConvertMDB reformats itdata.mdb and itws.mdb
b. Itdata.mdb and itws.mdb must be in the C:\Intune folder.
(7) If you are using Access 2013 runtime, you may run the program C:\Intune\AddTrustedPath2013.exe.
a. This program adds an entry to the Registry making the C:\Intune folder an Access 2013 Trusted Location.
This removes the need to respond to a security question every time you start Intune.
(8) Blank itdata.mdb and itws.mdb files are included in the zip file Intune_2013_Blank_DataFiles.zip. If you will not be
using existing data files, unzip the contents of the zip file to: C:\Intune\.
(9) The Intune menu bar is under the Add-Ins tab when using MS Access 2007 – 2013.
Please access the AFM Forums for more current information on InTune. AFM Forums can be accessed at
http://afm.org/forum
InTune has been changed as follows:
1. The work dues percentages table values are replaced with values that include Pre and Post 2014 changes in
compliance with the AFM 2013 Convention Resolutions.
2. The Transaction table is updated to include new work dues percentages and to be compatible with updated FWD
Report. (Updating of existing transaction types may need additional manual intervention for maximum accuracy.)
3. FWD Report Codes maintenance moved to the Work Dues Percentages table (FWD Report Codes are used to
improve Work Dues reporting accuracy).
4. FWD Report Code automatically assigned to transaction type when Work Dues Type is selected.
5. Receipts may now contain a message as done with statements.
6. Added Confidential settings for Work Phone and Cell Phone.
7. Confidential information may be included/excluded from directory export.
8. Added ‘New Statement’ button and buttons to directly print a single envelope or label to the Member Information
Account screen.
9. Added ‘Receipt’ column and reprint ‘Receipt’ button to the Member Information Billing Detail screen.
10. Added automatic ‘EMSD Fee’ calculations to Charges and Contract forms.
11. Added ‘Payment’ button to the Charges and Adjustments form.
12. Added ‘Credit Card Amount’ to Payments form. Also, added ability to add/preview Credit Card usage fee
(Extra Code=’CC’).
13. Added “Orchestra List” report to the Work Dues Report. This Automatic if there are any Orchestra work dues.
14. Added selection list to the ‘Contract Billing Detail Report’.
15. Added selection list to the ‘Reprint Deposit Report’.
16. Added an ‘End With’ field to the Generate Statements selection screen.
17. Added selection form to Reports | Print Directory.
18. Added additional options to the ‘Operator Preferences’ form.
19. Added Setup | EMSD FEE.
20. Added Printer Setup for Envelope, Labels and Cards.
21. Added Membership History.
22. Added Life Time Eligibility report Reports | Membership
23. Added three options on Setup | Local Preferences: r,s,a
r – Force Quarterly billing if there is a value in the Categories Dues /Quarter field.
s – Force Semi-Annual billing if there is a value in the Categories Dues / Months field.
a – Force Annual billing if there is a value in the Categories Dues / Year field.
24. Added Grouping / Doubling to the Reports | Instruments/Musicians
25. Added member search using an email address.
26. Added Profiles to the search criteria when creating a Membership report.
27. Added Report | Mail Merge Export
The following pages discuss in greater detail the items above.
1. & 3. Work Dues Percentages Table:
Work Dues Types are added to the existing work dues percentages table that correspond to the FWD Report
categories for pre and post Jan 2014 values. Updating of existing FWD Report Codes is attempted to comply
with the updated FWD report. Some manual corrections may be required if any Work Dues Types are added
by the user. Correctly entering FWD Report Codes will help ensure accurate FWD monthly reports.
Changes may be made using the menu options Setup | Work Dues Percentages.
FWDRptCodes correspond to the FWD Report categories.
e.g.
FWDRptCode 3A corresponds to
2. & 4. Transaction Types (Setup | Transanction Types):
The example below shows an entry added during version upgrade. Pre and Post 2014 default values were
added. These may be deleted or edited to suit your needs. Change from previous version:
The AFM W/D Percent and FWD Report Code are read only. These values are automatically added when the
AFM W/D Type is selected. These values are maintained using Setup | Work Dues Percentages.
5. Receipts may now contain a message as done with statements (Setup | Statements):
6. Added Confidential settings for Work Phone and Cell Phone:
7. Confidential information may be included/excluded from directory export (File | Export | Directory):
8. Added ‘New Statement’ button and buttons to directly print a single envelope or label to the Member Information
Account screen. PrtEnv and PrtLbl buttons explained further in Intune Help.
PrtLbl has been tested with Brother QL-500 label printer. The Brother Label DK1201 settings should work with a DYMO
printer.
9. Added ‘Receipt’ column and reprint ‘Receipt’ button to the Member Information Billing Detail screen.
10. Added automatic ‘EMSD Fee’ calculations to Charges and Contract forms.
EMSD Fee is an additional .4% Work Dues applied to members who earned more than $2500.00 EMSD scale wages in
the previous year. Intune automatically generates and populates the EMSDFEE table with member information who
qualify. Intune performs a check of EMSD Data each time it is started.
Note: The qualifying data is determined using entry date and not contract or performance dates.
10 (cont) & 11 A separate line with an EMSD Fee entry will be created if preceding Work Dues entry meets the
requirements to apply the additional EMSD Fee.
Added ‘Payment’ button to the Charges and Adjustments form.
Clicking ‘Payment’ will prompt you to Save Charges.
12. Added ‘Credit Card Amount’ to the Payments form. Also, added ability to add/preview Credit Card usage fee
(Extra Code=’CC’). The amount and type of Usage fee is entered using Setup | Extras. You may use a fixed amount, a
percentage or combination of both.
A Check / CC Nbr must be entered to allow editing of the Credit Card Amount Field.
If the Extras table contains an active entry for Extra Code ‘CC’ and an amount in the Credit Card Amount field, then the
‘Prv CC Fee ‘ and ‘C Card Fee’ buttons will be enabled. The ‘Prv CC Fee’ allows you to see the calculated amount without
saving it. Clicking ‘C Card Fee’ will apply a charge under the Category of Other.
Pre-Release Question: Should Credit Card usage fee be automatically added to the Credit Card Amount or leave it as a
manual entry?
16. Added an ‘End With’ field to the Generate Statements selection screen.
17. Added selection form to Reports | Print Directory.
18. Added additional options to the ‘Operator Preferences’ form.
If the ‘Printer for Single Label’ is not the Default printer for Windows, the ‘Preview Single Label’ setting is ignored.
19. Added Setup | EMSD FEE. Generates table entries with members that qualify for EMSD Fee. You may enter a year or select one
from the drop down list. Under normal conditions, use of this form should be required.
Each time Intune is started, it checks for an entry from the previous year. Intune will automatically add the required table entries.
20. Added Printer Setup for Envelope, Labels and Cards.
You may configure printer settings for each item in the ‘Select a Label or Card’ list. The settings are not global, they must be
configured on each computer where Intune is installed.
Refer to Setup | Printers in Intune Help for additional information.
Note: The settings available on this window are optional. If used, these settings override any printers selected on the Setup |
Operators Preference setup window.
21. Added Membership History.
Per the 2013 AFM Convention, Lifetime Member status is now assigned to members over 65 years old and 35 years combined
membership.
The MemHistory tab provides the ability to enter various periods of membership with the total displayed to the right of the
‘Years Member:’ label.
This total includes the Current Admission Date through the Current date plus the entries in this table. The Years Member total is only
displayed for ‘Active’ members.
22. Life Time Eligibility Report:
Lifetime Eligibility Report: Creates a Report of Members eligible for Life Time Membership.
Age: at least 65, Years Member: at least 35, Status: Active, Category: Regular.
as of: If the ‘as of’ date is left blank, today's date is used. All other options are ignored.
Current and previous membership periods are used to calculate total years of membership. As entered on the MemHistory tab under
Members | Edit
24. Group / Doubling
Checking Grouping / Doubling will select only the Active or Suspended
members who play all of the selected Instruments and display the instruments
as shown below.
The report may take several seconds to complete. Query progress should be
displayed at the bottom right of the screen.
25. Added profiles to search criteria.
You may select more than one profile. The profile is used in conjunction with the other selections, excluding Life Time eligibility.
27. Mail Merge Export: Creates an Excel SpreadSheet which may be used with Mail Merge.
The filename defaults to MailMerge.xls but is editable.

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