Version 3.11
Release Date: 2017-07-01
New and Updated Features
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- Record Types
- Added option to hide record type from entry list
- Changed New Record type logic to ask for name first and set filter values accordingly
- Workflow
- Added variable replacement logic to the Dynamic User Assignment and Dynamic Team Assignment fields
- Added Record Search and Update option to action to allow lookups from other records
- Added support for asset tracking interaction with workflow
- Added REQUESTOR and REQUESTORNAME variables to variable replacement
- Added Repeat feature to Follow Up actions so the action can be performed on a regular basis
- Made Follow Ups a standard view item so users don’t need to go to Advanced view to see them
- Cleaned up the look at feel of the administration screen with large buttons and edit panels
- Change Trigger Type selector from a drop down to a pop up
- Record
- Changed entry panel to have Search and Delete icons inside bordered panel for non record type entry
- Tool Bar Entry
- Changed entry panel to have Search and Delete icons inside bordered panel for non record type entry
- Integration
- Added integration support for AllScripts Sunrise EHR
- Made improvements to the QuickBooks Vendor Sync for speed
- Entry
- Changed format of icons in entry screens to be laid out nicer
- Retention
- Changed data cleanup routine to be more efficient
- Dashboard
- Changed workflow report links to include the proper number of days in the report
- Thumbnails
- Changed thumbnail storage from database to document storage location
- Changed TIFF thumbnails from being auto-generated to stored like other document types
- Branding
- Added the ability to style ‘action’ buttons (Save, Run ,etc) differently than other buttons
- Re-arranged the layout to make it easier to see preview while making changes
- Changed Reset button to reset settings and save automatically
- QuickBooks
- Changed Vendor sync to only grab designated data fields and do 100 at a time
- Search
- Changed grid view to show Field Header values in columns headings instead of Field Names
- Notifications
- Enhanced message area to allow rich text entry including fonts, colors, images, links and more
- Added option to show messages to All Users, Administrators Only or Reporting Users Only
- Added option to limit the height of the notification panel and scroll it internally is over that height
- Record Types
Fixes
-
- Record
- @@ data values were being shown to users
- Document restore not working properly
- Category changes not saving after manual drag and drop of pages to category tabs
- Exporter
- On some computers the CSV is written out in ANSI format which is causing Excel to not see it as a correct CSV
- Search
- When searching for a text value that has a comma in it the system converts it to a range search (from X to Y)
- OCR
- OCR would fail if incorrect full path in FileName property of Document
- Record