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Release v31


  • Feature 2592 Merge contacts
  • Feature 2570 Clone Report. Copy reports from within the Report Builder
  • Feature 1966 Printing CoC is now showing legacy CoC

Bug Fixes or Minor Changes

  1. 2889 - SAML UI. SAML has been a support feature in our system but we did not have a UI for client entering their information. This is now an option in Settings > Organization > SAML.
  2. 2897 - Add an All option for Tasks.
  3. 2871 - Item View Scan History - make Discrepancy Report active link.
  4. 2852 - Remove Chat button.
  5. 2899 - Address details on reports.
  6. 2875 - Add "Custom Data Form" to Mass update.
  7. 2901 - UI part for Person Merge History feature.
  8. 2904 - API endpoint for seq org item history id.
  9. 2901 - Merge People History (mongo, API only).
  10. 2872 - Remove "Import Report" section of report builder. This area did not work so we removed it.
  11. 2887 - Auto Dispo cases with no review dates.
  12. 2879 - Permissions for shared custom forms.

Merge People -

1.) Basic Info:

  • Source person basic info is not applied to destination person
  • Source person addresses are applied to destination person
  • User accounts cannot be merged

2.) Case Relationships:

  • Cases associated with source person are merged to destination person
  • A destination person whom is already on a case will not be duplicated and the case person type will not change

3.) Item Relationships:

  • Items associated with source person will be merged to destination person
  • Item Belongs To, Custodian, and Recovered By properties are merged

4.) Tasks:

  • Source person who is a Linked Object is merged into destination person

5.) Media:

  • Source person medium meerged into destination person

6.) Notes

  • Source person notes are merged inot destination person

7.) Transfers

  • Source person that is "Transfer To" for an item is merged into destination person

8.) Saved Searches

  • All saved searches referencing source person are merged into destination person
  • Custodian (item search)
  • Recovered BY (item search)
  • Taken By (check out search)
  • Returned By (check-in search)
  • Transfer to (transfer search)

9.) Custom Forms - Source person custom form data is merged into destination person