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Changes to EVP Office
RELATED LINKS: COMPLETE HISTORYDOWNLOADS & CDS

The following features and fixes have been added to EVP Office, version 8.3.1. It can be downloaded here.

Features

  • Put or call options can now be easily entered via Tools > Insert Put/Call...
  • Add a dialog for clients to voluntary maintain their contact information
  • Added the ability to auto-display a message to users
  • Upgraded instruction dialog fields for Account Information and User Information to use Web-based text
  • Date fields now autofill the previous year if the month and day entered would be in the future of the current year
  • Added Notes to the menu and options for GiftVal and CostBasis, to match EstateVal
  • User contact information, EVP Systems news, and other metadata is now transmitted encrypted, via HTTPS
Fixes
  • Liquidating UIT dividends that are of-record for the Date of Death are no longer double-counted
  • The list labels in the Adjusted Inventory dialog now properly line up above the columns on high-DPI displays
  • Cut, copy, and paste now work in the Notes field
  • The applications no longer crash if no printer driver is installed
  • EstateVal no longer crashes if several dozen sales are entered consecutively
  • Fixed the display of the first user-defined price in the Billing options dialog