Release Note Summary 1.3.56

Updated
  • Updated on Feb 10, 2026
  • Published on Feb 10, 2026
  • 3 minute(s) read
Prev Next

Release Note Summary

Release Note Summary 1.3.56. This release note update covers key features and changes released as of 2-8-2026.

What's New?

Accounts

  • Designating someone as a Supportive Decision Maker is now optionally available on account relationships.
    Image

Assessments

  • A new Account Assessment privilege was added to allow an authorized user to edit an assessment even if they are not authorized to edit an account.

Program Workflows

  • When completing a workflow, generated tasks can now be assigned to Program Role 1 or 2's Supervisor (the "manager" field on the account profile).

Residential Calendar

  • Stay Types are now user configurable.

Services

  • An Initial date was added to services to reflect the service start date.

Transport Requests

  • Categorization and Reason fields can now be made required.

Vehicles

  • Fractional odometer readings are now allowed and displayed on multiple reports and pages.

What's Improved?

Accounts

  • Side panel icons are now more consistent.

Audit Trail

  • Applicant related User Actions now display the Applicant Status.
  • The Audit Trail message capturing equipment deletions is now more complete.

Client Funds

  • Minor cosmetic changes were made to the page.of both the awards and services, and also now displays the remaining funds.
  • The Client Funds page now displays the total of both the awards and services, and also now displays the remaining funds.
    Image

Community Events

  • The tasks linked to Community Event Phases and their QCodes now pre-populate from the reference tasks identified from within the same form submission for that same community event.
  • Some minor cosmetic changes have been made.
  • On Community Events and Campaigns, users can now only view/edit the tasks if they have the appropriate entity rights for the parent entity.
  • Task instructions are now displayed as Tool Tips.
  • Sub-Tasks can now be copied.

Invoices

  • The Invoices page now displays the invoice statuses in a more consistent way.
  • If an invoice cannot be deleted, an alert will now display.
  • Invoice status colors are now more consistent.
  • Invoice statuses are now user configurable in the Reference Libraries and are behavior based.

Image

Notification Policies

  • Text explaining how Advance Filtering works has been added.

Phase Entries

  • The privileges associated with Phases have been refined so only those users with the proper phase entity privilege can view and edit the associated tasks.

Programs

  • All Non-hidden statuses are now included in the Optional Status Counts drop down list.
  • List items are now linked to the program is a person has program view privileges.

Program Workflows

  • When choosing Referrals in the Program Workflow, the chooser now displays the Account Referral based on the From/To scenario.
  • Users can now optionally display and sort the From/To organizations in the referral list.
  • The Referral Status column is now sortable.
  • When removing selected referrals, a confirmation alert now displays.

Referrals

  • Minor cosmetic changes were made to the page.
  • New Referrals now use the default category that is being used by profile-generated Referrals.

Referral Client Program Engagement

  • The page has been refactored to include multiple changes:
    • changes to filters
    • the setting of columns to optionally displayed
    • additions of more columns
    • adding more modes to export
    • the addition of a row count
    • adding color to the referral status
    • changes to some labeling
    • the adding of better messaging to the delete confirmation

Services

  • When charging a service to a client fund, an alert displays if the available funds are not sufficient.

System

  • The 'Now' button has been removed from the Time Picker.
  • The menu search bar has been updated so when users press Enter after searching, they will immediately navigate to that page.

Transport Requests

  • The pickup/drop-off requirements/resources and red flag fields now populate with the new client's information.
  • 'Categories' have been added to the page display.
  • Canned Reports have been modified to display pickup / drop-off comments.

Bug Fixes

  • An issue with the merging of Client Families was fixed.
  • Multiple issues were fixed on courses/course enrollment, reserved words, and Referrals in Program Workflows.
  • Display issues with the Transport Calendar and the display of Equipment without purchase dates were fixed.
  • An issue with Transport Requests populating account information has been fixed.
  • The assignment of Inactive beds on the Residential Calendar was fixed.
  • On Referrals, an issue with the Referral To Organization refresh was fixed.
  • An issue with the Service Inventory list usage count was fixed.
  • An issue with saving in progress Surveys was fixed.