Release 4.0.10 April 2021
We have updated the date selector to display a calendar rather than a scrolling menu to make selecting dates easier (see Figure 4-1).
Figure 4-1. New date selector.
When searching for a contact, there will now be a 3 character minimum to increase accuracy and speed of returned results (see Figure 4-2).
Figure 4-2. Contact search.
When creating a Q-log, the text field will resize as text is entered (see Figure 4-3).
Figure 4-3. Q-log text field size adjustment.
Basic note types
When working in basic notes types, if text is pasted into the note, all html formatting will be removed to provide a cleaner note.
When editing documentation from the mobile app, the document will be marked as being in use by the user. This means that you will no longer have the issue of the same document being updated by a user in the computer application and the mobile application at the same time, resulting in lost data.
When a document is locked, and then accessed using the mobile application, it would appear to allow you to make edits that wouldn't save. This has been adjusted, and the document will not appear to be editable in the mobile application when it is locked.
Release 4.0.7 February 2021
We have released an update to our mobile app to version 4.0.7. This update includes the following items.
Mobile calendar updates
There are a few updates you will see in the calendar. You will will now have the ability to set the appointment as private, which will show the appointment to other users in the desktop application as 'busy' (see Figure 2-1). You will also have the ability to set the appointment reminder from the mobile app (see Figure 2-2). The notification will appear when logged into the desktop application at the time indicated in the appointment. When viewing calendar appointments that were already created in the desktop application, you will now see the appointment "Type", "Facility", and "Contacts" of the appointment (see Figure 2-3). This is currently set as read-only, but it is the first step towards making these editable from the mobile application in the future.
You will also be able to see the status of the appointment from the calendar page (see Figure 2-4), and from within the appointment (see Figure 2-5).
Figure 2-1. Set appointment as private.
Figure 2-2. Set an appointment reminder.
Figure 2-3. Appointment "Type", "Facility", and "Contacts" displayed as read-only.
Figure 2-4. Appointment status from calendar.
Figure 2-5. Appointment status from appointment.
Notes and templates update
When filtering the type of document from the General Log (see Figure 2-6), or the client's Activity Log (see Figure 2-7), you will now see all active and inactive note types and templates. Previously this was only displaying active notes and templates.
Figure 2-6. General Log filter.
Figure 2-7. Activity Log filter.
The "New Note" drop-down on the client's page will only display active note types and templates (see Figure 2-8). The note type in the Q-log will show active note types only (see Figure 2-9).
Figure 2-8. Selecting note type from client page.
Figure 2-9. Selecting note type from Q-log.
From the contact's page, when viewing "Settings", you will now have the ability to add that contact to one of the 7 QuickLists (see Figure 2-10). The ability to view additional QuickLists will come in a later update.
Figure 2-10. Add client to QuickList.
When you are working with a template, the "Reference Only" section will only be visible when editing the template (see Figure 2-11), and will no longer be visible when viewing the locked template (see Figure 2-12).
Figure 2-11. Editing the template.
Figure 2-12. Viewing a locked template.
When creating a basic note, or editing an existing one, the text area will expand as you enter additional text (see Figure 2-13).