Revision 758 fixes many bugs and introduces some new advanced features
Client List
- The "Client" his hereon being referred to as "Individual"
- Fixed Client List layout discrepancy with larger displays
- Fixed 271 Import bug where MCO data was overridden by CCO data
- Fixed 271 Import bug where certain names broke the process
Client Explorer and My Tasks
- New Task Groups
- Different Task type will help solve organizational and operational challenges
- Own workspace within group that shows full list of member of group with options to:
- Edit members
- Mark member Tasks as completed
- Postpone member
- Add and remove members of group on the fly
- Set up groups on Template level, and it automatically gets created and linked on Client level upon import
- New Propagate feature
- Update certain fields of all Client Tasks that were created through a Template Task
- Send a full new task to be imported to all Clients that has Folder with Template's Folder as its Template (originator)
- Send a full Folder full of Tasks and Folders to be imported to all Clients that has Folder with Template's Folder as its Template (originator)
- Enable My Task Manager Mode for Admins
- New "View as User" with My tasks
- Faxed bugs with My Tasks, where wrong data was shown
- Fixed "Template" drop-down menu in Folder Edit
- Removed "Start after due?!" alter with My Tasks
- Show and hide extra drop-down menu columns with Ctrl+Alt++ (hide with Ctrl+Alt+-)
- Completed the Propagate function
- Added 'Updates Report' message after propagating
- More Postpone features
- Fix bug where Manager mode shuts after refresh
Staff Action Plans
- Fixed bug where minimum goals for under 18 showed error for clients over 18
Client Correspondences
- Fixed bug where date caused errors
Program List
- Limit Program list to active only (Is "Active" checkbox)
- Fixed Service List layout discrepancy with larger displays
Timesheets
- Fixed "Missing Billing Unit" errors
- Fixed loads of Timesheet bugs, including missed errors, and errors while typing Program name
- New safeguard against financial exports from non-processed Timesheet batches
- Resolved several bugs
Training
- Changing Training colors again