Version 1.0.0.683
Clients
- New tab: Correspondences. Will soon record all correspondences between the client and yourself, to improve relationships and streamline communications.
Client Gifts
- The Gift & Events tab is completed! Use it to schedule gifts, ship, track and more.
Client Plans
- Double-click Plan to edit
- New "Today's Date" field in Plan Templates
- New "Care Coordinator" field in Plan Templates
- Fixed Glitch: Showed error when Plan Document's "Provider-Based" field wasn't set
Training
- New {TrainingName} training email parameter
- New {Date of Training} training email parameter