What's New in LogiClaim 2015.6.25.1669
New Features
- A user permission for View New-Related-Client Button has been added. Click here for instruction. (3114)
- There is a new facility to Edit an Action directly from the Action Schedule window. Click here for instruction. (3299)
- Change log reports now record state button changes. (3206)
- [Dialler] Call back delay is now limited for users. (3213)
- [Dialler] Disposition groups have been integrated with Ultra settings. (3178)
- [Dialler] Inbound calls are now prompted to be linked with a client. (3210)
- [Dialler] The agent is logged in the history item. (3211)
- [Dialler] The disposition and the Call Complete button are only available for certain call states.
- [Dialler] The customer call state is displayed in the call window.
- The Introducer and Sales Performance report date now defaults to today. (3296)
- There is now a facility to create groups of printers in a pool for the sharing of the print workload. (3250)
a: How to create Shared Printer Pools. Click here for instruction.
b: How to assign an Action to Shared Printer Pools. Click here for instruction. - [Debt Management] There is a new facility to filter the debts list. (3472)
- [Debt Management] A client note created whilst claims tab open will not show in the debt section and vica versa. (3469)
- It is now possible to attach (scanned) items from the client/claim history to an email. Click here and here for instruction. (3076)
- Users can now use a merge field tool to create their own configurable merge field combinations. Click here for instruction. (3126)
- New facility to export all correspondence from a Client's History. Click here for instruction. (3128)
- [Debt Management] Improvements have been made to Debt Ownership handling.
- [Debt Management] Secured debts (linked to assets) can be filtered in the debt list and are excluded from payment plans. (3211)
- Client and Claim questionnaire tabs now have user permissions for them. Click here for instruction .(2970)
- Additional client questionnaires can be created. Click here for instruction. (2970)
- Additional claim questionnaires can be created. Click here for instruction. (2970)
- A tool has been added to combine multiple PDF files into a single file. Click here for instruction. (3502)
- A button has been added to the main History list for exporting historical actions and notes. (3560)
Defects Fixed
- Adding claim file notes with the toolbar button, saves to the correct claim. (3222)
- Opening a Claim that is attached to a deleted Status no longer causes an error.
- Adding a User to a Team no longer causes an error.
- Replying to an email now has the copy/paste facility and format text working correctly. (1961)
- The Teams drop down list has been restored in the User Settings window. (3181)
- The Undelete button now goes live at the right time in the Scanned attachment tab of the Document Library.
- The intermittent error when creating a new Action has been fixed.
- Claimant locking now completely locks a claimant for all other users other than the primary user. (3330)
- Calculations in the introducer report are more accurate. (3293)
- Change logs now detect entries made using the find Address Button. (3319)
- [Dialler] Call status display is more accurate. (3214)
- [Dialler] Disposition box doesn't appear too early. (3183)
- [Dialler] Call backs cannot be set in the past.
- User Permissions now update faster (3371)
- The Claim record lock is now removed when the Claim is closed so that other Users can open the record. (3376)
- Since the user cannot use the daily automation without ticking Included in the Auto Print.Email Job Filter, then if Included in Daily Automation is ticked, Included in the Auto Print.Email Job Filter is automatically ticked. (3167)
- Closing a client is not fully registered, so the application is hogging all the memory. (3433)
- The Offer and Billing tab now accepts payment amounts after an offer has been entered without the need to click OK and reopening the Client first. (2434)
- The Claims with Action types report now omits deleted cases. (3226)
- No error is thrown when a new user logs in. (3393)
- [Debt Management] Debt file notes save correctly. (3469)
- Auto Assign from Actions and Scheduled Actions is now working correctly. (2435)
- [Debt Management] Errors thrown after using the debt tabs have been repaired. (3455)
- ToDo list clearing is being applied to the correct claim types. (3528)
- The Offer and Billing tab now shows the VAT correctly. (3547)
- Correct entries are removed when using the Action to remove non/bullet proof function. (3528)
- Phone numbers can now be pasted into their fields using mouse or keyboard shortcuts. Non-numerics cannot be copied. (3152)
Known Issues
- 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.
- The Cancel All Run All button has been disabled as it was creating errors.
- Sending emails with a header/footer attached whilst Aspose is active, inserts extra pages.
PLEASE NOTE:
Our support for Microsoft Windows XP expired at the end of December 2014 - to continue benefiting from the latest releases of our software upgrade your version of Microsoft Windows.
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