Version 7.81 - Easier Shareholder Review

In the latest version of StockTrack, the Shareholder and Certificate screen functionality was enhanced.  You can now page between shareholders by pressing the new Next and Previous buttons while viewing a shareholder.  You can move through the records in alphabetic order by Reference Name, or numeric order by Holder ID.

COMING SOON - A major enhancement for the next version of StockTrack will increase the capacity for authorized shares to trillions of shares!

New Look at Tax Address

A See Tax Format button was added to the left of the address on the Shareholder screen to show the address format as it will appear on printed 1099 forms for tax reporting.  (The address format required by the IRS is different from the format in StockTrack.)  With this new feature, you can check how the address will look and make corrections accordingly. 

StockTrack Updates

You are the key to our software update process.  Your suggestions to add functionality or features, or make a process easier are analyzed and appropriate enhancements are made.  Updated versions are then offered to all.  There is usually no additional cost for these updates; they are included in the annual support fee.

While not all suggestions can be immediately implemented, they are all welcomed and may eventually lead to even greater enhancements.  Because of you, StockTrack continues to grow and adapt to the needs of the industry.

Eval Available for FREE Download

Evaluation copies of StockTrack are now available to download from www.stocktracksoftware.com.  Click on the "FREE Eval Download" link and enter your contact information.  You will be forwarded to the download area where you will find instructions to download the eval software, installation instructions, Guided Tour, and other important information.  The eval software is a complete system that can be used for 30 days.  Once you purchase the full license, we unlock your eval to give you unlimited access to the program.  Any data that you entered into the eval system will be available when you upgrade to a licensed copy.

If you prefer, you can purchase the eval software on CD, along with printed installation instructions and Guided Tour, for $25 by selecting the "Order Eval on CD" link, or by calling or faxing the order form.

www.stocktracksoftware.com

We've launched our new StockTrack website.  This new url will make it easier to learn about StockTrack.  Take a look and let us know what you think.

StockTrack FAQ's

Q: A shareholder informed us that her name is misspelled on her stock certificates.  What do I do?

A: Follow these steps to properly document a name change or correction:

1. Ask the shareholder to return the incorrect certificate with appropriate documentation.

2. Create a new shareholder with the corrected name.

3. Transfer the certificate to the corrected shareholder and issue it.

Q:  I switched to a different computer and now I get an error when I try to preview my StockTrack reports.  What do I need to do?

A:  The StockTrack Workstation Install needs to be run on every workstation on which StockTrack is used.

1. Use My Computer to find your StockTrack folder and double-click to open the folder.

2. Double-click on the WorkstationInstall folder to open it.

3. Double-click on SETUP.

When the workstation setup is complete, you should be able to print and preview StockTrack reports.

Q:  How can I get a listing of the checks printed for a dividend?

A:  Use the Dividend Proof Register to review the proposed checks before you print them.  (At this point, the dividend can be cancelled and corrections made if necessary.)  After the checks are printed and the dividend is final, you can review the checks issued by printing the Check Register.

These answers and many others can be found in the How do I? section of StockTrack’s on-line help.  A few of the FAQ's are available by clicking here.