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Release v31

Version 31 Release

Release Date Tuesday December 12, 2017 at 5am ET

Features

Feature 2592 - Merge contacts

Feature 2570 - Clone Report

Copy reports from within the Report Builder

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.

Feature 1966 - Printing CoC is now showing legacy CoC

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 > SAML.
  • Bug 2889 - Disallow login with tied to 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.

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