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  3. Release Notes

    12/23/16 - Release 2.40

    Updated : October 05, 2017 13:16 Created : December 21, 2016 15:09

    NEW & ENHANCED FEATURES

    Highlighted Features

    • Case Statuses, version 2 – ability to select actions to be applied to statuses
      • For example, there is now the ability to Lock Client, Lock Arrangements, Lock Family & Friends, Lock Financials, and Lock Case per status created

    Case Level Enhancements

    • Ability to re-order entries on the Family & Friends page
      • The order on the Family & Friends page determines the order in which they appear in various other areas and forms
    • Added “Assemblies of God” and “Pentecostal” as options for denominations on the Funeral Options page
    • Ability to view Secondary Arranger on the Case Listing page and the ability to filter by Secondary Arranger on the Case Listing page
    • Branch address is no longer being used as a default address to auto-populate addresses
    • Collect death information on mother and father on Vital Stats page
    • Deceased, Date of Death, Place of Death, Place of Burial

    Admin Enhancements

    • Option to designate branch or organization information for Collaboration Center invitation emails
      • Organization Name & Address or Branch Name & Address

    QuickBooks Export Enhancements

    • Ability to filter “Accounting Reports” by a single case
    • Reconfiguration of items to be “Added to Accounting Export” and the way to “Filter Items To Be Exported” on Reports > System Reports > Accounting Reports > QuickBooks export page

    Report Enhancements

    • Added “Recap of Average Revenue per Client Service Type” report to System Reports
    • Added “Recap of Case Count and Revenue by Director” report to System Reports
    • Added “Recap of Client Service Types” report to System Reports
    • Added a new line / blank column in User Reports
    • Ability to delete saved configurations within System Reports
    • Added a grouping feature to the notes tables for DocX forms
    • Added a taxes table to DocX forms
    • Ability to export accounting data, while ignoring the start date, which will export all items up to the end date selected
      • If the export is a specific date range, the end date is calculated dynamically
    • Added an “All Reports” tab within System Reports from which you can now search all System Reports from
    • Removed the email field from System Reports unless the report is set to be sent to an email address


    BUG FIXES

    • FIXED – User Report Files are not being generated if there’s no case data
    • FIXED – When loading existing System Report configuration, configuration fields are not correctly populating
    • FIXED – When running a System Report where the Generate Date is required, an error is given, but not highlighting/outlining the missing data to alert the user of what’s missing
    • FIXED – Modified the Family & Friends page so that new Acquaintance spouses appears immediately in the list of acquaintances without a page reload
    • FIXED – Allowed reminder descriptions to be longer
    • FIXED – Adjusted formatting on some User Reports columns that should be formatted as money values
    • Release Notes 2.40.pdf (40 KB)
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