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- New tool in Mass Update Module to remove Event Reminders.
- Better error reporting on QuickBooks exports.
- “Big Picture” report now shows schedules from all offices where a given person is attached to multiple offices in the same database.
- Schedule Instructions field for Caregiver instructions on Schedules (will be visible on printed calendars and in Mobile Apps)
- Export grid or pivot grid to Excel now has two different options: Default (Simple) and Data-Aware
- Tree View (people list) updates and improvements:
- Significant performance improvements across the board and additional improvements to specific scenarios
- “By Batch” scenarios in Billing Module – Export and Invoices tab and Payroll Module – Export and Pay Stubs tab show only the Payers or Caregivers with records in the selected batch
- Filtering by Manager no longer returns people where that manager relationship is no longer active.
- Group by Manager also no longer shows people under a particular Manager where that manager relationship is no longer active.
- Changing the grouping options for the tree view now shows people or organizations without the thing you’re grouping on under a “(No Group)” node. Previously, these people would not have been shown. (For example, group by Classification when nobody has Classifications, and the results would be empty even with no other filtering.)
- Background improvements to how large processes such as Finalizing or Calculating Billing and Payroll are handled.
- Print envelopes or mailing labels directly from profile/secondary address edit screens or from the Invoices screen in Billing. Printing from Invoices will use any Send-To or Mailing Overrides in use on the selected Invoice(s).
- Telephony
- Client having the same phone number on their profile twice was causing “Multi-Phone” errors even if no one else had that number.
- Performance enhancements.
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