What's new in 2013-04-28
New Features
Misc
- A new highly configurable questionnaire section has been added. See How to configure the new style questionnaire
- 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
- User permissions can now be set according to user templates. See How to create and apply user setting templates
- 2 Addtional addresses can now associated with each client. See How to view 2 addtional previous addresses of each client
- Password testing is now case sensitive
- Scanning performance for high volumes has been improved. See Faster Scanning
Configurable Options
- Configurable client level textboxes have been added (Experien Voucher Codes CR0008). See How to configure client level text boxes
- Claim Status can be displayed in Main To Do list based on user permissions (Permission - View Claim Status in Main To Do List)
- There is now a Config Option for questionnaire answers to be copied when a claim is copied
- 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
- 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
- Additional Fields (Payment Date,Invoice Date,Offer Date,Start of Claim date) have been added to the Paid Invoices Report
- Additional Fields (Sales Location,Invoice Date,ClaimDetailsQnaireCheckListItem1,ClaimDetailsQnaireCheckListItem2,ClaimDetailsQnaireCheckListItem3,ClaimDetailsQnaireCheckListItem4) have been added to the Credit Control Report
Defects Fixed
- Sales user was being reset
- Displaying or printing images saved at client level was raising an error
- Change Ref on Client caused crash
- Status list was not displayed full width from within Action Type details screen
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