What's new in 2013-07-01

New Features

Misc

  1. The facility to filter the history of a client has been added. Click here to see how to use it.
  2. The facility to restrict a user to view only clients that are owner of has been added. Click here to see how to use it.
  3. The facility to make a Status bullet proof has been added. Click here to see how to use it.
  4. The facility to display links between related clients has been added. Click here to see how to use it.
  5. The facility to integrate with the Royal Mail database (PAF file). Contact Logican for more details
  6. The option to display the Account Owner Type has been added. Click here to see how to use it.

Questionnaire

  1. The facility to have client level questionnaire has been added. Click here to see how to use it.
  2. An additional option to display labels ot the Configurable questionnaire has been added. Click here to see how to use it.

Permissions

  1. An additional permission to limit editing history users has been added. Click here to see how to use it.

Reports

  1. A new User Performance and Workload report has been added. Click here to see how to use it.
  2. Paid Invoices Report now includes Billed Net + Billed VAT
  3. Added  Offset, Billed VAT, Billed Total, Client Receives, Received from Client, Owed By Client columns to Claims With Action Type Report

Defects Fixed

  1. Address details screen was not displayed when leaving "Previous" address control
  2. When running an action at client level that changes the status of ALL claims the Status in list view was not updated.
  3. Amounts in Paid Invoices Reports were not being formatted correctly
  4. Paid invoices report was not not filtering on the correct values
  5. Once a user had been associated with a template - when template was subsequently removed - permissions were all removed
  6. Additional Memory leak in scanning high volumes of documents has been fixed.

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