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Release v31

Release Date Tuesday December 12, 2017 at 5am ET

Feature 2592 - Merge contacts

  • Merging separate contacts into a single contact. Details

Feature 2570 - Clone Report

  • Copy reports from within the Report Builder Details

Feature 2875 - Add "Custom Data Form" to Mass update

  • You can now mass add Custom Forms by selecting items and going to Actions > Mass Add Custom Forms. Details

Bug Fixes or Minor Changes

  • Minor Feature #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
    >We SAML.now have a user interface for clients using SAML to enter information required by their SAML service.

  • Bug 2889 - Disallow local login when the user is tied to a SAML connector.

  • Minor Feature 2897 - Add an All option for Tasks.
    When viewing tasks in Case or Item view, we now show All tasks as a default option. You can select only Open or Closed tasks from there.

  • Minor Feature 2871 - Item View Scan History
    Make Discrepancy Report active link. When viewing an Item, the Scan History tab will now show all discrepancies back to the corresponding Discrepancy Report.

  • Minor Feature 2899 - Address details on reports
    When building a Report in Settings > Report Builder, this is now an option to add details of a Persons address such as Address, City, State and Zip.

  • Minor Feature 2904 - API endpoint for seq org item history id.

  • Bug Fix 2872 - Remove "Import Report" section of report builder.

  • Bug Fix 2887 - Auto Dispo cases with no review dates.

  • Bug Fix 2879 - Permissions for shared custom forms.