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Exchange Manager Help
What's New in Exchange Manager
The following Service Updates (SU) introduced changes and enhancements to Exchange 12.0:
SU 11
Insurance
Added Category to the Insurance Table for importing an insurance category.
SU 12
Export
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Added ability to export previous versions of clients on the Interface Notes tab. For more information, see Save a Previous Version of an Exchange Client.
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Added ability to select multiple rows and move a group of rows up or down 10 rows at a time in the Generate Report Record window. For more information, see Specify Data to Include in Export.
Import
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Removed Uses XML check box from the New Business and Financial Transactions tabs on the Import Files tab.
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Removed ability to import an XML file type from the General Properties dialog box.
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Added ability to import clients and files from the command line using the "ExchangeManagerCLI.exe" file in the bin folder. For more information, see Import From the Command Line.
Navigation
Changed the navigation pane to display small icons instead of buttons for Forms, Services, and Vendors options.