7.13

7.13
August 12, 2021
  • Addition of a quick search filter in the Activity create wizard
  • Modernisation of the Journal Search and the Contacts Search
  • Updated look and feel of the Reports menu
Update

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.

Update

The Journal Search has been modernised and now includes subsections to better organise the search criteria, as well as multi-select options.

Update

The Contacts Search has been modernised and now includes subsections to better organise the search criteria, as well as multi-select options.

Update

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.

Update

New additions to the data included in the Allocations Report export

Update

The duplicate replication settings have been removed from the Related Activities tab in the Activity record

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