The following updates and changes to the software took place recently:
- performance improvements when adding, editing, completing and recovering sessions
- performance improvements when checking session conflicts
- client view page assigned information shown in a list
- practitioner view page assigned information shown in a list
- wage manager primary table export options will show all columns regardless of hidden columns
- manual checking of session conflicts is only available to businesses with fewer than 1000 sessions in a current month. Automatic checking of conflicts has NOT changed. This change will not negatively impact businesses.
- income statement now generates a report to the nearest day instead of nearest month
- added agents drop down select to the services report. If you are generating a report for an agent user, selecting an agent will provide a performance increase to loading time
- added the option to enable/disable conflict checking. If disabled, there will be a significant performance boost to the software. Practitioners/Tutors and Clients/Students are still prevented from adding conflicting sessions to the calendar.
- added exception to duplicate session check for clients and practitioners. You can set a client placeholder within the client ignored list of session conflicts that will bypass the duplicate check
- added a sales manager todo and note when a client creates an account and is requested to make a payment, the todo and note are added in case the user does not send a payment and abandons the process
- added start date to the client list pages. If you want to see it click on the column visibility icon to reveal it
- removed $0.00 dollar amounts from the services report. Clients with $0.00 owing will no longer be present in the tabular data
- removed bcc e-mail for adding and completing tasks
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
