12/23/16 - Release 2.40

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