Revision 754 Brings Loads of new Features, Including Client Explorer 2.4
Client Explorer and My Tasks
- Client Explorer 2.3!
- Added new object-types to the Client Explorer, now you can create, edit delete and do other actions with the following types:
- Folders (children folder with more content)
- Tasks
- Attachments (raw attachments, without being embedded within a Task)
- Life Plans (new module, see below))
- Staff Action Plans
- Correspondences
- Timesheets
- Gifts
- Events
- Client Explorer now the default tab with Client List; Many new features with Client Explorer
- Object Explorer now has Attachment-Count column (as a hidden column)
- Newly redesigned Edit Task dialog
- New Dependencies tab with Tasks Edit screen, will show all Tasks that will be triggered when this Task will become completed
- Delete Folders
- New feature to delete/archive Folder with all its Tasks
- Deleting folders/tasks still allows undelete (through a database admin only)
- Audit log with archived data of deleted data.
- Mark as Complete Feature
- Mark as Complete feature has been refactored to remedy some bugs
- Postpone Feature
- Updated Postpone button, to update the Start Date
- Feature is locked if the Task is already due
- Added Postpone option to Task Edit dialog
- Added Postpone option to Client Explorer
- Resolved some Postpone bugs
- Templates
- New Start Model for Task Templates: "Delayed Start"
- Remove Task "attachment required" only if not yet due
- Removed several browsing and editing errors and bugs
Add Client
- The HIPAA-driven "Add Client" dialog now allows minimal information, to pull Client record
Life Plans and Staff Action Plans
- New Life Plans!
- Create as much data as you want with the Life Plan
- Grid list available on the bottom of the Staff Action Plan grid
- Full spacious editing dialog with many fields
- Upload Life Plan attachments
- Choose the relevant Life Plan within the Staff Action Plan
- Find Client's Life Plan in the Client Explorer
- Fixed bug where new Staff Action Plan has no POM list
- Folder field removed (will soon automatically be displayed with its specialized folders, set on the Program level)
Timesheets
- New set of restrictions that applies even for Superusers
- "Client Overlap" Timesheet restriction won't allow same Program overlapping
System
- Secret overriding shortcuts will only work with Manager-level users
Security
- New specialized database logins for each user; Open ticket if your new user has issues, as old user credentials will soon cease to function
