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User Support and Software FAQ's. 

This page is for our PORTFOLIO users. Please check back routinely for updates and information to help you get the most out of your software. Registered users are automatically added to our mailing list.

 

If you want to be added or removed from the list please email Arch Street (contact us).

Current Version

 

The most current version of PORTFOLIO Prime™ is G7.91. Registered users of any version of PORTFOLIO qualify for substantial discounts when upgrading to the most current version. Arch Street will work to enable all users of PORTFOLIO to upgrade to the most current version. Your version number is displayed near the lower right corner of any menu. Please contact Arch Street for more information.

At this time there is no information or release dates of major PORTFOLIO upgrades beyond the current release G7.91. We anticipate a web enabled add-on as our next release. PORTFOLIO major releases have historically occurred on an 18 month schedule.

Wish List

 

As we continue to improve our product, we are eager to hear your suggestions. Email suggestions for new features. Think of it as free development services for custom software! Here are samples of your wish list items that PORTFOLIO Prime™ has incorporated:

  • Convert letter, memos and telephone memos to email on the fly

  • Broadcast transmittals to up to 12 team members

  • Automatically seed meeting attendees to the next meeting

  • Pull MS Outlook emails directly into PORTFOLIO Prime™

  • New contacts are added to the contact database if entered first in a letter/memo/trans

  • View all correspondence for a contact in a single screen

  • Select from a drop down list of topics used for the project in letter/memo/mtg/trans

  • 200 Help system descriptions

Bug Report

 

Please help us and report any bugs or inconsistant behavior with PORTFOLIO.

 

To be of most help, please specify:

Your operating system

 

Which PORTFOLIO file you were working in

What view or form your are in.

 

Remember, bug reports are rewarded with a pound of fresh PEETS COFFEE.

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