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Major Upgrades are releases that includes many new features that aren't in the previous version
of Client Track. There is a cost fee for upgrading from previous versions of Client
Track to Client Track 6 except for Gold Maintenance Members of Client Track 4 & 5
who gets upgrade for free. For a look at upgrade pricing, go here. |
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Windows XP |
Windows Vista |
Windows 7* |
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* Compatible with 32 and 64-bit Windows 7. |
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Note: Minor Upgrades are included as part of your Client Track Maintenance Plan. |
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Minor Upgrade is a small release that we release do throughout the year which add minor
functionality changes and enhancements to Client Track. The minor upgrade is often based on
client feedback and are provided free to our clients. |
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Windows XP |
Windows Vista |
Windows 7* |
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* Compatible with 32 and 64-bit Windows 7. |
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Step 1 |
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Major Upgrade |
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Based on your computer operating system,
click Download from above. |
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• If you want to install a new major version to
replace the previous version, you must save
the new version of Client Track in same folder on C: Drive. (i.e. Client Track) |
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• If you want to install a new major version but would like to continue using your previous
version, you must save the new version of Client Track to a different folder on C: Drive.
(i.e. Client Track 5, Client Track 6) |
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Minor Upgrade |
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Based on your computer operating system, click
Download from above. |
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• If you want to install a new minor release to
replace the previous release, you must save
the new version of Client Track in same folder on C: Drive. (i.e. Client Track 6) |
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Step 2 |
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After download is complete, double-click the Client Track Setup icon on your desktop (.exe).
An Upgrade Wizard window will immediately pop-up after starting up Client Track. |
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Step 3 |
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1) Click Upgrade in Upgrade Wizard.
2) Click Ok after successful upgrade. |
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Note: To view data file location before upgrading, click Show More Info in upgrade wizard. |
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Client Track 6.0.610 |
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| • Complete AR & Deposit Bookkeeping |
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| • Client Communication Logger |
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| • Brand new invoicing system with more functionality |
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| • Brand new document merge interface |
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| • Full MS Outlook sychronization with smartphones such as Android, Blackberrys and iPhone. |
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| • Dockets are now called 'Time Entries' |
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| • Additional reports and invoice templates |
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| • Can view users' overlapped appointments side-by-side if set up on same time period |
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| • Full MS Outlook sychronization with smartphones such as Android, Blackberrys and iPhone. |
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| • Additional User Permission settings |
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• Ability to create more than one firm name for use with documents or invoicing for those who
those who have more than one company to bill from |
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• Administrators can now create their own types of logins for their staff and customize what
they see in Client Track and how they use it for full complete control |
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| • Time entry generation for staff members |
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| • Remittances are automatically setup to repeat each year unless you specify otherwise |
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| • Increased functionality of Address Book |
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Client Track 5.0.492 |
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| • Can search appointments by clicking the binoculars icon on bottom in Appointments. |
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| • Can adjust width of columns in Tasks List by dragging the divider lines in title bar with mouse. |
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Client Track 5.0.484 |
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| • Substantial increase in the speed of Client Track. |
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| • HST compatible for changes in Ontario and British Columbia. |
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Client Track 5.0.462 |
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| • Quick Entry icon added in Time & Billing to give you ability to quickly entere your time. |
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• Added List View in Time & Billing which allows you quickly select dockets for specific clients
that are ready to be invoiced with an open list in this view. There 5 options to select in bottom. |
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• Can add text in appointment display text above and below what you have typed in the
appointment name when adding new appointments. |
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| • Can add custom information to an appointment for additional information. |
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• New Compress Data File Wizard that allows you to compress your data file if Client Track
is running slow for you. |
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| • Display box on top showing employee assigned to client under General Info in Personal Clients. |
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| • When adding or editing a personal tax client, can dynamically split and
combine main and spouse information for display in the lists. |
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• Added totals column in personal tax list to allow you to view how many of each check boxes
you have checked for your personal tax clients. |
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