Overview
Be sure to check out Procentive staff's favorite new features, as denoted by this icon:
New Features
Appointments Module
- Appointment reminders for clients sent via SMS have been updated to come from the same phone number, so clients can choose to save the number to their contacts and know where the message came from!
ERA Module
- In Payment Entry mode the check-boxes for "Copy COB" and "Except Unmatched Transactions" will be checked by default for staff accessing the ERA Module for the first time. If either option is un-checked that choice will be remembered.
Reports
- Report 1030: The pick-list to select a staff will no longer be an option unless staff have the permission for Time Module > See All Staff. Any staff running report 1030 without the permission for Time Module > See All Staff will only be shown results for their services.
System
- Scanning software has been updated to the newest version.
Bug Fixes
Appointments Module
- Update "Regarding" field drop-down to remember selection.
Housekeeping
- System optimization of Report 3040.
- System optimization of Report 3560 - now limited to 5,000 results.
- System optimization of [staff] is already editing this document "locking" feature for forms.