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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

Import

  • Removed Uses XML check box from the New Business and Financial Transactions tabs on the Import Files tab.

  • Removed ability to import an XML file type from the General Properties dialog box.

  • 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.

Related Topics

Introduction to Exchange

Log on to Exchange

Overview of Exchange Manager Window

Help Overview