Release Note Summary
This release note update covers key features and changes released as of May 30, 2025.
What's New?
-
Account Audit Extract: Forms from the account tab, side panel, account programs, and appointments can be now added to Account audit extract.
-
Vehicle import: New match modes are added to support matching by VehicleName, Vehicle CCID, and Agency Asset ID.
-
Account Reserve words: New reserved words have been added for Transport, Emergency, and Primary Contact.
-
Referrals: A new Referrals tab has been added to the Edit Employment Plan and Edit Referral pages for managing referrals and engagements.
-
Account:
- Three additional columns Age, Primary Diagnosis, Primary Diagnosis Group are added for Account Program Activity.
- New reserve words are added for Transport, Emergency, and Primary Contact, and client document reserve words are added.
[AcctClientDocumentStatus:TypeID] [MyAcctClientDocumentStatus:TypeID] [AcctResidentialEmergencyContact] [MyAcctResidentialEmergencyContact] [AcctResidentialTransportContact] [MyAcctResidentialTransportContact] [AcctResidentialPrimaryContact] [MyAcctResidentialPrimaryContact]
What's Improved?
-
Account program Engagements: A Program Group filter has been added to the Program Activity tab.
-
Account Merge Files: Files are now automatically combined when accounts are merged. Duplicate files will be renamed and merged accordingly.
-
Translation: Translation is now available in Creole, Uzbek, Turkish, Russian, Ukrainian, Tigrinya, Arabic, and Pashto.