Friday, November 1, 2019

Better Task Management and more new and improved features with Revision 766

My Tasks & Explorer
  • New Save And Continue button on the Add/Edit Tasks dialog box
  • New "Merge" feature, allows you to combine the data and attachments of two Tasks into one, to help you keep your Explorer tidy
    • You can take an existing Task and decide to merge it "into" another Task
      By merging "into," the one selected will cease to exist, and its information and attachments will be inserted to another Task of your choice, in the file and position of the new destination
    • The system will show you a list of potential destination Tasks to choose from
    • The system will then show you a full picture of what the outcome will look like, giving you another chance to approve or retract
    • Once approve by you, the system will get to work in a instant
  • Lookup a Folder or Task, now with a search feature built.in
  • Improved refreshing functionality for Add/Edit Folders in Individual Explorer, to maintain up-to-date records
  • Fixed bug where Edit Task dialog had no icons for Save and Cancel buttons
Timesheets
  • Fix bug so that providers can work with multiple clients simultaneously (within the same Program)
Custom SQL Commands
  • Custom SQL now has animation while loading, to let you know the app is hard at work for you
Security
  • Allow minimizing Lock Screen, so that you focus on what matters to you
System
  • New "Save And Continue" button on some dialog boxes, will help you streamline your work
    • When editing some dialog boxes, you will be able to click on save periodically and save your work without loosing the dialog screen
    • Will not work on any new records, as they have to be entered, saved and closed
    • This will be implemented to more dialog boxes in the coming weeks; Open a ticket if you want to advocate for a certain dialog box