Version 1.0.0.700
Client Services
- New Designated Caseworker field for each Client-Service record
- New Department-Restricted field for each Client-Service record
Client Tasks
- Full "View" and "Filter" menus:
- View all tasks collapsed
- View all tasks expanded
- View all tasks assigned to you
- View all tasks, regardless of assignment
- View all uncompleted tasks
- View all due tasks
- View all overdue tasks
- View all tasks, regardless of completion status
- Remove all filters
- Added Attach File button is Edit Task screen
- New "Has Attachment" column in Tasks list in Client List
- Client Task Templates in Service List:
- Create, rename and delete Folders
- Create, edit and delete template tasks, grouped by aforementioned folders, with own template attachment and two optional due dates modules
- Load Template package into Client, and get access to template's attachments
- Automatically assigns generated tasks to user generating
- Double-click Folder to rename
- Double-click Task Template to edit
- New "Complete" button in Edit dialog box
- New "Incomplete" button in Edit dialog box
- New modern-styled priority field
- If Due Date is blank when marked as Completed, it will automatically set its Due Date to current date/time
- Fixed many glitches
Client Gifts & Events
- Module now accommodates event planning:
- New 3 sets of custom data in header/value pairs
- Each event has unique headers
Staff Action Plan
- New "Review Date" field
- Allow hiding "Changes Needed" field
- Checking and suppressing for more errors before printing Plan
- Handle Plan-location for services with permanent locations (i.e. IRAs)
- Impose Staff Action printing restriction before creating Plan
Training
- Removed "Time In" column in Training checking sheet
Users
- User List is not editable in grid screen
