2014-11-12 Release Notes

Changes for November 6, 2014 - November 12, 2014

Effective: Demo 11/13/2014; Weekly 11/21/2014; Monthly 12/05/2013; Quarterly 01/02/2014

62251: Improved the positioning and visibility of the Filter button in the new interface, particularly on lists like Cases that have many categories and thus a large filters section.

65002: Added a Referral Office subtable in reports so the name of an organization's referral office (if any) can be displayed.

65306: The Activities block configuration options have been changed to avoid errors caused by submitting a form with a blank Action. If "Show Actions/Items" is selected, the action field will be automatically required. If "Show Actions/Items" is not selected, a "Default Action" must be selected or the block will display an instruction on the form that it needs to be configured.

65448: Fixed an issue with report charts where changing the configuration options could result in the chart not being displayed and needing to be removed and re-added.

65474: Clicking a date in Week View in the older style calendar will again fill in the appropriate start and stop date on the new event instead of today's date.

65561: There is a new table available for reports based on the top level Donations table. The "Donor Preferred Mailing Category Address" subtable allows address reporting based on a contact's Mailing Category Preference (Work, Home, etc.) for the type of mailing selected.

65587: Fixed an error in the Quick Case Copy and New Case for Client processes. (Hotfixed to all affected sites 11/7/2014)