What's New in Release 2014.10.29.1033

New Features

1: There are new Merge fields for Claim Stages. They are ClaimStage +(ClaimStageName) + User  ieClaimStageSalesUser.

2: Attached documents can now be moved to different claims just like scanned documents.

3: Claim Stages can now be allocated to Current User or to the defined list of Users,

4: There is a new Payments List Report.

--- a) How to enable the Payments List Report. Click here for Instruction.

--- b) How to run the Payments List Report. Click here for instruction.

5: The Second Person details in a Claim can now be hidden. Click here for instruction.

6: The ClaimAltRef in the Search Screen can now be changed to say NI Number. Click here for instruction.

7: In a Mail Merge the Claim Ref  separator can be change from "\" to "/". Click here for instruction.

Defects Fixed

1: The Online Post Code Search is now formatting the address correctly.

2: When an item is scheduled by an action, it's details now show correctly in the History and To Do lists.

3: The reminder check box in the To Do list, remains ticked after closing the client window.

4: Searching for over 10000 clients will not give time-out error.

5: Null values in certain fields now revert to 0.

6: The time contained in a PDF file name is the same as time that is shown on the server.

7: The Alternative Customer Reference works in an Email from the Action Library and the Document Library.

8: The copy questionnaire button no longer produces an error.

Known Issues

1: The new search by address from the Royal Mail database does not work in the free versions of SQL as the size of the index is limited.

PLEASE NOTE:

Our support for Microsoft Windows XP expires at the end of Dec 2014 - to continue benefiting from the latest releases of our software upgrade your version of Microsoft Windows by Jan 2015

 

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