Thursday,
May
07,
2015
Version 3.93 (Kalyke) Release
Show summary
Read More
Contacts
- Contacts without a People Type set are now displayed in Browse Contacts
- More intelligent about populating a contact's Website when provided with an email address
Case Files
- Better handling when creating a Document Archive
- Previous archives are no longer included, significantly reducing the size of the archive and the time it takes to generate
- Documents are now placed in a folder based on their primary Activity Tag
- Document names now obey any changes made in Activities
Case Ledgers
- Better handling of Alternate Billing Code when editing historical ledger entries
Documents & Forms
- More consistent handling of contact and company addresses when merging
Injuries
- Carrier Billing Identifier and Carrier Billing Description fields are now disabled/locked for all user levels except Power User with Accounting and Administrator
Messages
- Better formatting of messages that are forwarded or replied to
Receivables
- Remaining Credit is again displayed properly after applying a refund
Uploads
- Now able to upload .csv (Comma Separated Values) files
Miscellaneous
- Privacy blur when tabs/windows are idle for more than 30 minutes
Wednesday,
April
22,
2015
Version 3.91 Release Notes
Show summary
Read More
Activities
- Completed Forms (activities with 'Form Completed' and 'Document' tags) can be forwarded again
- Printing the Activities table properly includes the full description
- Improved handling of diacritical marks in activity descriptions
Leave a Reply