What's new in 2013-07-01
New Features
Misc
- The facility to filter the history of a client has been added. Click here to see how to use it.
- 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.
- The facility to make a Status bullet proof has been added. Click here to see how to use it.
- The facility to display links between related clients has been added. Click here to see how to use it.
- The facility to integrate with the Royal Mail database (PAF file). Contact Logican for more details
- The option to display the Account Owner Type has been added. Click here to see how to use it.
Questionnaire
- The facility to have client level questionnaire has been added. Click here to see how to use it.
- An additional option to display labels ot the Configurable questionnaire has been added. Click here to see how to use it.
Permissions
- An additional permission to limit editing history users has been added. Click here to see how to use it.
Reports
- A new User Performance and Workload report has been added. Click here to see how to use it.
- Paid Invoices Report now includes Billed Net + Billed VAT
- Added Offset, Billed VAT, Billed Total, Client Receives, Received from Client, Owed By Client columns to Claims With Action Type Report
Defects Fixed
- Address details screen was not displayed when leaving "Previous" address control
- When running an action at client level that changes the status of ALL claims the Status in list view was not updated.
- Amounts in Paid Invoices Reports were not being formatted correctly
- Paid invoices report was not not filtering on the correct values
- Once a user had been associated with a template - when template was subsequently removed - permissions were all removed
- Additional Memory leak in scanning high volumes of documents has been fixed.
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