Massive Revision 767 brings long awaited features to many areas
Individual List
- You can now filter the Individual List by Designated Caseworker
- Exposing the [secret] Tasks tab in Individual List, now gets logged in the application history
Main
- Dialog boxes with "Save and Continue" buttons now have a Control+Shift+S keyboard shortcut that will save your changes and allow you to immediately continue your workflow
- New Alert and NotifyIcon features coming soon
Tasks and Explorers
- My Tasks
- Bold headers and underline cells, with My Tasks columns that have special double-click actions
- Better handling double-clicking with My Task, when Task doesn't have Program and/or Contact
- Better data refresh after deleting Task in My Tasks
- Individual Explorer
- New "Assigned To" column with Individual Explorer
- Allow Importing Packet without Master directly on Root, if doesn't contain any Tasks directly in root
- Allowing now viewing and unarchiving archived Explorer objects (for administrators only)
- Now preventing deleting/archiving Folders that contain undeleted Tasks
- Better data refresh after deleting Individual's Folder
- Fixed glitch where Explorer's New Task button was hidden
- Handle node for deleted Folder in Individual Explorer
- Fixed bug where Group Task didn't show bold/italic in Individual Explorer
- Fixed bug that disabled the Postpone button
- Tasks Dialog
- Allow editing start and due models with Individual Tasks
- New Save And Continue button on the Add/Edit Tasks dialog box
- Rename "Description" to "Name"
- Adding a stamp with Tasks now uses Enterprise login, not Windows' login
- Added X buttons to drop-down lists that may be left blank, to allow removal of current selection
- New [little] Folder lookup button with Task Edit, to allow sophisticated searches
- Allowing editing "Requires Attachment" field with Ctrl+Alt+E in Edit Tasks (for administrators only)
- Preventing saving non-personal Tasks without Folder
- Fixed message of "Can't add Members before saving Task", disable/enable instead
- Fixed bug where user couldn't edit Priority with Individual Tasks
- Folders Dialog
- Hid "Import Without Master" field with Individual Folder
- Task Templates
- Refactored message box before propagation, to show detailed information
- Set Trigger for Template to 1st Group, if not yet set
- Rename "Description" to "Name"
- Models "Start on [x] days after Trigger Start Date" and "Due on [x] days after Trigger Start Date" are now deprecated
- Changed Postpone to only change the Due Date
- Now preserving position for Template Node upon data refresh
- Fixed Error when assigning Caseworker during Propagation
- Fixed message of "Can't add Members before saving Task", disable/enable instead
- Others
- Triggers that were already fired once by the completion of this Task, now prompts for resetting dates
- fixed bug during Postponing Tasks
Individual-Program Enrollment
- Allow saving Individual-Program without Caseworker (only for certain users)
- Removed dot from diagnosis code when unnecessary (without extension)
- Fixed "Caseworker" misspell with Edit Individual Program Enrollments
Individual Plans
- Save position in Individual Plans tab, during data refresh
- Added "Duration" field for Plan printing templates
- Fixed bug where Plans of a Program without default Oversight Agency or Brand, not does the Individual-Program Enrollment have any values, to show genetic terminologies
- Fixed bug where "Added By" and "Modified By" was posting wrong data
Program List
- New [hidden] Department columns for Program List
- Fixed bug during data refresh without nodes in Template Explorer
Timesheets
- Remove lock from Timesheet month/date, if all lines were removed
- Preventing duplicate departments with Timesheet Entry
- Modified "Client Can Overlap With Two Providers" to restrict simultaneity same service
Custom SQL Commands
- Refresh implementation for Custom SQL module
MongoTel Integration
- New integration with phone system coming soon!
