2017-02-02: Professionals to Locations Relationships

Many of our clients using the Professionals add-on module have requested that BLMS expose the relationships between those same professionals and the locations the professional licenses are now associated to. As of yesterday afternoon, this feature has been released. To see the changes, check out the Location records and the Professional records. You'll see a tab showing the relationships to the respective records. A professional record showing the location relationships: A location record showing the professional relationships:Read more

2016-07-22: Professionals Import

Friday, Jul 22, 2016 We have added the ability for users with administrator rights to import new professionals into BLMS (for clients with the professionals module enabled). Additionally, you can use this feature to update the professional information (such as address and any custom fields). To use the Import Wizard, navigate to the Setup section and select the desired activity from the Imports and Bulk Updates section. You will then be guided through a few quick and easy steps in order to import or update. You can download an import template or you…Read more

2016-06-17: Batch Renewals Updates

Friday, Jun 17, 2016 Within the next few days, we will be releasing new and improved Batch Renewal features to BLMS. The improvements will combine easy-to-use batch process functionality with enhancements to the license workflow. The result? A quick and easy batch renewal process that will cut down on time spent renewing licenses. The new version of batches will make it even easier to reduce a workflow of thousands of licenses to just a few simple batches. Ability to receive notifications about batches (expired, past due, upcoming expiration dates and upcoming due dates)…Read more

2016-03-31: Screenshots of the new Licenses List

In mid-April we will be releasing the next update to BLMS. This update will include a new and enhanced Licenses List. Some other features you may enjoy are the ability to customize columns, edit license data, and view filing data directly in the licenses grid along with more powerful filtering options.Read more

2016-01-20: Missing the Comment Field?

Wednesday, Jan 20, 2016 Those of you who have been using the 'comments' field to store important licensing/filing information will be glad to note that due to your feedback, we've add the field back in to your BLMS license pages! When using the Classic design, the comments field will be in the same place you're used to seeing it: Please note that there is STILL a pinned note containing the data stored in your coments field. Updating the comments field WILL NOT update the pinned note.Read more

2016-01-07: Screenshots of the new BLMS look

Thursday, Jan 7, 2016 We are really excited to launch the Enhanced Version of BLMS! This upgrade includes a complete functional redesign to the BLMS license detail page. (Note: The enhanced version is now available in all browsers, including Internet Explorer.) Please take note that the aesthetics of the rest of the site will be changing mid-January to match the redesign as well. The purpose of this redesign is to keep visual consistency within the application and make small improvements to legibility. There's no need to worry! Although we are continuing to work…Read more

2015-05-06: Improved Batch Renewals

Wednesday, May 6, 2015 - by Sarah Benjamin. Check out the new and improved functionality for batch renewals. With the new format, you are now able to create a batch without any built in restrictions. Batches can be created across filings statuses, expiration dates, license types and the like. To access the batch renewals section, simply hover over the Licenses menu. From the resulting sub-menu, you can choose to Create a Batch. Once you select that menu item, you will be taken to a wizard. You will be able to filter for licenses…Read more

2015-04-03: Vendor Information

Almost every License renewal has a fee attached to it. This fee always goes to the same Vendor. As you may have noticed, there is a field for vendor information in the Barlap system. This convenient feature will allow you to easily keep track of your different vendors and reconcile your data with your accounting department. One place that this is particularly helpful is in the Renewal Workflow. When you are completing the filing, you can input the filing fees. In this area, you enter the vendor information so if you need to…Read more

2015-02-10: AUDIT Tab – an Informative review screen

Regarding a question yesterday about restoring data, as I touched on briefly during the call, it depends what kind of data gets deleted.  Let's expand on this with a post for everyone. If an association gets removed, the actual data elements still exist, but the link relating them no longer does. Often times, the audit tab on a record will show the data element that was removed. This way, the user can recreate that relationship. If I disassociated a location, the audit tab will tell me which location, so I can just re-associate, if…Read more

2015-02-10: Activating License, but Dates don’t Change?

Activating License, but Dates don't Change?  Might be the License Frequency field isn't set. When a license filing is being completed, the last step is to ACTIVATE the license.  On that step, the new renewal dates will be calculated based on the data in the License Frequency Field.  If that field is empty, the step will not pre-load any new dates. Questions come in - "I Activated the License, but the dates didn't change - why?"  This might be reason:   EDIT the license, set the frequency field and save.  From there, on…Read more