Managing Your Account
Accounting & Financials
04/15/2020 - Release
- Quickly filter your Case Listing by Client Service Types through the new filter.
- The General Sales Report Description is being updated to more accurately describe the reports functionality.
- We understand the frustration of double entering data! We added a Copy From button on the Vital Statistics page to reduce double entering the same data from the First Call page.
- Speaking of avoiding double entry – Items that are under the Tracking page under the Care Center are now copied with a case! Interested in what other information is copied with a case? Check out How to Copy & Transfer Cases Between Instances
- The Events Export had some errors that we straightened out.