Release Note Summary 1.3.64

Release Note Summary

Release Note Summary 1.3.64. This release note update covers key features and changes released as of June 03, 2026.

A new "Special Needs" disability flag checkbox can be optionally displayed on the Applicant form by clicking on the Medical Information panel 'Setup' button.

Users can now optionally choose to display the Associated Organization on Appointment Details, in the Configuration Options.
When displayed, a new Organization filter displays on the page.
The Appointment Type 'Required' indicator has been removed from the Appointment Details page.

Field to capture the State of Birth and the Country of Citizenship have been added to the client intake form.

Community Events can now be marked as a 'Template'.
Only users with the privilege to Edit Community Events Templates or those who 'Own' the Community Event Template can modify or delete the event.

A new "Partnerships" chooser mode has been added to the form 'Chooser' Data Entry Method.
The text displays the organization name, the start/end dates (if they exist), and the partnership CCID.
Only active partnerships where today is between the start and end dates are displayed in the list.

Because the email log can include sensitive information, we have now log the existance and nature of the message without displaying the content, for particular kinds of sent emails (example: password resets).

An account services category filter and optionally displayed column have been added to the Services page.
A multi-select filter for the Service Program Acronym has been added to the page.

When clicking on the "Notes & Files" button, the Note Summary is sortable by clicking on the date column name but a new change now allows for the sorting of the Type and Note content columns.
The 'Type' column now is sortable by Goal type and the 'Note' column can now be sorted by Note content, by clicking on the column name.

Because statuses have a lot of behaviors around them, Applicant Activity Statuses are no longer a user configurable lookup list.

A 'Type' (of event) column has been added to the display on the Related Events tab.

On the My Dashboard clients widget, a new configurable setting option has been added to display clients "Where they are active in a program where I am a staff member".

The Organization Client List used to only show clients linked to episode, schools, and providers but now also includes clients where the organization is listed as their Primary Organization Affiliation.
An alert now displays if you try to add duplicate partner organizations.

The legacy mode of the similar name check has been removed.
All customers using that method of name check will be updated to use the new version, which is more robust than the legacy version.

"Destination", "who transported", and "check out purpose" are no longer required.
The panel for vendor name has been removed from the 'Log an Expense' section of the Vehicle Portal.
Optional instruction text blocks have beebn added to each panel on the portal.
These text blocks can be configured by clicking on the "Additional Settings" button on the Portal Management page, when selecting the Vehicle Portal.
Some initial instructions have been pre-populated to address the removed information.

The following bugs were fixed:
A fix was applied to invalid dates being assigned to datepickers.
A bug that prevented the names of deleted staff members from displaying in the 'User Action' message in the Audit Trail has been fixed; the name now displays.
A fix has been applied to the Account and the Edit Intake Applicant pages to prevent the start and end date fields for Insurance from getting prefilled with bad dates.
Legacy import files have been fixed so the ImportType column does not allow Null values.

The following cosmetic changes have been made:
"Service Recipient" has been renamed as "Associated Account" on the Services page.

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