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Date
Request /New Feature
Type
Version
4/13/2018 Preferred Billing Type for a Client. Regarding a new client, user would like the preferred billing type to automatically be displayed on the billing dashboard. Does not like having to select the bill type from the drop down screen and "restoring preferred bill types for clients" - not a practical solution. This issue has been addressed. Fix/Improvement
16.0000
4/13/2018 When you attempt to delete a client in the Change ID and Status screen before asking for the password, a pop up message has been added that client deletions should be done from the Manage Contacts & Clients screen. Fix/Improvement
16.0000
4/13/2018 When unlocking add in modules, if the wrong password is entered it fails silently. Should get a pop up saying to call support for help or to purchase. This issue has been corrected. Fix/Improvement
16.0000
4/11/2018 Post service charge routine screen - the description and interest method do not save. This has been corrected. Fix/Improvement
16.0000
4/11/2018 Due date permissions. A new settting has been added to restrict selected staff from putting items on extension. Client Request
16.0000
4/11/2018 Due to new cloning email feature, the label on the contact screen now reads "Clone Contact Information" to include address, phone and emails. Fix/Improvement
16.0000
4/11/2018 Client Snapshot Report - the footer on the report reads "Contact/client Productivity Snapshot" - contact needs to be removed from description. This has been corrected. Fix/Improvement
16.0000
4/9/2018 To prevent inadvertent deactivation of a client, the label area has been disassociated with the check box. User must check directly on box to make a client inactive or active. Fix/Improvement
16.0000
4/9/2018 The Clone Address/Phone function on the client/contact screen now includes the ability to clone email addresses. Client Request
16.0000
4/6/2018 The daily/monthly reports screen provides a more intuitive (list display of options) interface for selection of needed reports. The form header displays for all standard resolution monitors. Fix/Improvement
16.0000
4/5/2018 Added a note to the statement screen providing instruction on how to add line feeds and carriage returns to the statement note. Fix/Improvement
16.0000
4/4/2018 The Time-to-Open the client/contact and time entry screens has been improved by 300%. New speed improvements should impact all customers in a positive way using standard resolution monitors. For smaller resolution monitors, a popup message provides satisfactory alternate display methods. Fix/Improvement
16.0000
4/4/2018 The Client Performance History - 24 Month report has a row labeled WriteUp which should be labeled as adjustments. This has been corrected. Fix/Improvement
16.0000
4/2/2018 The CRM label now shows when the filter is set for clients with email addresses. New Feature
16.0000
3/30/2018 Improved due date management display transition when switching from tasks with and without status levels. Fixed an issue with the calendar due date display when moving between form and datasheet views. Fix/Improvement
16.0000
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