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Product Updates 2018-11-27
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- The password field in the Staff Module has been renamed -- Auto-fill features and password managers should no longer recognize this field.
- When adding/reviewing an appointment, client notes will now display from newest to oldest.
- When using the batch change feature a "review all" link has been added for group notes.
- New filters for payer and date posted have been added to View: Payments.
- Report 1370 Payments Breakdown: "Client Number" has been added as a "Group by" option.
- Report 3530 Random Client Retriever: New option has been added to run report for a specified percentage of clients.
- Link to "Mass Associate" staff has been added to tickets. This new feature allows you to associate entire groups of staff at the same time, based on a staff group or staff's role.
- Better handling of multiple edits to a recurring appointment.
- Report 1160 Service lines billed for a code: Updated to handle multiple codes with the same number.
- Tickets that have not been upgraded to Procentive will no longer archive after 40 days.