Monday, September 2, 2019

Version 1.0.0. 741

Main
  • Changed default timeout to 30 minutes
  • Fixed bug where lock-screen locked within seconds after login
Client List
  • Attachments tab and Attach Documents button within visible according to Setting
Client Edit
  • Client Age during Edit
Client Explorer
  • Client Explorer 2.2
    • Icons for Client Explorer objects (in main pane)
    • Access all Client records:
      • Folder system (The "Book")
      • Current tasks
      • Matured files
      • Staff Action Plans
      • Gifts
      • Events
      • Timesheets
      • Raw attachments
      • Correspondences
  • Add/Edit Folder dialog 2.0
    • Nest folders under other folders, with unlimited hierarchy
    • Sort folders within their parents
    • Fixed many bugs in Edit Folder dialog
  • Breadcrumbs 2.0 Client Explorer
    • Moved to top of folder navigation pane
    • Completely synced with folder navigation pane
    • Click any node to navigate
    • Drop down to navigate
    • Copy/paste full URL
  • Allow Template Triggers to other folders within service (for advanced users only)
  • Revamped Task refresh function, to eliminate wasteful refreshes
    • Fixed bug when data refresh in Client List caused error with Client Explorer
  • My Tasks filtered for started and not completed
  • Color chart in My Tasks
  • Fixed bug where creating a new Template packet refreshes everything, loosing place in Program List
Client Correspondences
  • Always allow add and edit Correspondence
Staff Action Plans
  • Added Client Address field to SAP printing
  • Fix bug where Staff Action Plan couldn't save before writing goals
  • Updated warning message when below minimum goals
Timesheets
  • Removed drag-border in Timesheet Entry
Training
  • Bug fixed with Combined Departments
Custom SQL Commands
Warning: for geeks only!
  • Custom Hamaspik Stored Procedures system for admins only