Monday, July 8, 2019

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