A quick search filter has been added to steps two and three in the Add a new Activity process to assist when adding Staff and Clients. Please see the How to create an Activity article for more information.
The Journal Search has been modernised and now includes subsections to better organise the search criteria, as well as multi-select options.
The Contacts Search has been modernised and now includes subsections to better organise the search criteria, as well as multi-select options.
The look and feel of the Reports menu has changed to align with the Finance menu. The Reports menu has been updated to better organise the available reports, searches and exports by section and subsection.
New additions to the data included in the Allocations Report export
The duplicate replication settings have been removed from the Related Activities tab in the Activity record
Transform the way you manage client care.
Transform the way you manage client care.
