Release Note Summary - 1.17.0.02

Accounts

• Account deletion function can also now delete the accounts related to the selected account.
• Household members are easier to designate and display in the client list.
• Optional FamilyID, # Relationships, and Relationship columns have been added to display the relationship between an account and a Family account, the number of relationships an individual has, and who they are.
• Merging of accounts also auto-merges non-duplicated relationships.
• Intake form option allows newly created household member accounts to inherit the living arrangements and household information from the primary client.
• A new Client Profile Report displays all files associated with a particular client.
• New Account and Account-Program Tagging function.
• Military Service Options can now be hidden.
• Employment Status related filter has been added.

Assets

• Asset Expense Summary now captures Asset Related Task Expenses and Direct Expenses.

Dashboards

• Population has been moved into its own section.
• Accompanying Populations Needs, Population Served (APR) has been added as a general menu item.

Data Quality

• New 'Find Inconsistencies' tab.
• Data Cleanup Tools related to the Account Profile and Program Participation have been added.

ImPowr

• A Common Acronym List has been added to Help Menu.
• Data Cleanup Tool functionality to check inconsistencies has been added.

Programs / Program Engagements

• Active Participant date filters have been added to the program and program engagements pages.

Tasks

• Functionality has been added to extend a Task Series.
• Task Privileges are now being further enforced with Task Entity Rights.
• Workorder Type filters have been added to the Task List .

Workorders

• Workorder Types are more flexible and customizable.