Tuesday, August 6, 2019

Version 1.0.0. 716

Main
  • Sending emails directly through Enterprise versus Outlook, is now optional through settings
Client Gifts & Events
  • Improved function populates Gift headers to skip records empty values
Client List
  • Renamed "Services Enrolled & Documents" tab to "Programs Enrolled" in Client module, and renamed Service List as Program List in that same tab
  • Force service-selection when enrolling client to service
HR
  • New Payroll Exceptions special permissions
Tasks
  • Open My Tasks tab on application start
  • My Tasks grouped: Past Due, Not Yet Due, No Due Date
  • You can now have task without due date
  • Badges on Ribbon
  • Hide overdue Tasks on lock-screen, if zero are overdue
  • Numerous Data Refresh functions to keep Task data up-to-date (if you notice missing refreshes, please open ticket)
  • Fixed dozens of bugs in the Task Templates and Client Task levels
Timesheets
  • Fixed bug with Max Consecutive Hours
  • Fixed bug with Effective Units when timesheet date is same as from date
  • Fixed bugs with ABA and other Multi-Service timesheets
Others