What's new in 2013-04-28

New Features

Misc

  1. A new highly configurable questionnaire section has been added. See How to configure the new style questionnaire
  2. A facility to copy answers to old style questions has been added. See How to copy answers to the old style questionnaire to the new style questionnaire
  3. User permissions can now be set according to user templates. See How to create and apply user setting templates
  4. 2 Addtional addresses can now associated with each client. See How to view 2 addtional previous addresses of each client
  5. Password testing is now case sensitive
  6. Scanning performance for high volumes has been improved. See Faster Scanning

Configurable Options

  1. Configurable client level textboxes have been added (Experien Voucher Codes CR0008). See How to configure client level text boxes
  2. Claim Status can be displayed in Main To Do list based on user permissions (Permission - View Claim Status in Main To Do List)
  3. There is now a Config Option for questionnaire answers to be copied when a claim is copied
  4. Action Types can be configured to automatically set the final response date when run. See How to configure an Action Type  to automatically set the final response date

Reports

  1. An option has added to the config section to display Reports within the General\Admin menu section. See How to display Reports in the General Menu
  2. Additional Fields (Payment Date,Invoice Date,Offer Date,Start of Claim date) have been added to the Paid Invoices Report
  3. Additional Fields (Sales Location,Invoice Date,ClaimDetailsQnaireCheckListItem1,ClaimDetailsQnaireCheckListItem2,ClaimDetailsQnaireCheckListItem3,ClaimDetailsQnaireCheckListItem4) have been added to the Credit Control Report

Defects Fixed

  1. Sales user was being reset
  2. Displaying or printing images saved at client level was raising an error
  3. Change Ref on Client caused crash
  4. Status list was not displayed full width from within Action Type details screen

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