Version 4.1

Version 4.1

Release Date: 10/30/2017

Version 4.1 further refines the new User Interface and Reporting introduced in v4.0 and includes further system stability improvements.

New Features

  • Referrals Report: Gain insight into clients’ contribution to your marketing results over a selectable date range.
  • Opportunities Reports: Updated for the new reporting system, these can now be exported in multiple formats.
  • Record Navigation Tree: Navigation tree links are now ordered by priority and expanded by default to further increase efficiency and one-click access.

Issues Resolved

  • Printing Actions correctly prints all content.
  • Last 20 links from Home screen load correctly.
  • Person 1 Primary Address labeled properly in Contact Info.
  • Opportunity Status Report calculates correct values based on set Opportunity Status.
  • Moving appointments in calendar functions correctly.
  • Action Subject no longer duplicates when sending an email from an Action.
  • Radio buttons function as expected when adding a date to a recurring appointment within a calendar.
  • Users are properly prompted for Multi-Factor Authentication code on login.
  • Deleting an entry from the Referred By field works properly.
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