Just pushed out a minor release recently and wanted to go over some important changes.
Custom Field Grouping
Custom fields can now be grouped. Instead of showing all custom fields under “Other Information” you can now create your own group of custom fields. This will be useful for creating check-lists etc. You’ll find the new option by going to: Settings > Customize > Custom Fields.
Here is a sample of some grouped fields:
If you’ve created a custom drop-down list, you may have noticed that there is no way to require the user to fill out that field. We’ve added a “Required” option to the drop-downs now. Please keep in mind that if you make this required, the next time you open up an old ticket and that field isn’t filled out you will be prompted to fill it out.
Auto-Closing Tickets After Final Payment
You now have the option to close a ticket after the final payment has been made. You’ll find this new option on the payment form. Please notify your team that this is happening!
Logs added for rescheduling
When you schedule or reschedule appointments we now log the event in the ticket log. We also added a save button to the Appointment Edit form on the scheduler. In the past, you could only reschedule by dragging and dropping the item. Now you can edit in the form or drag it.
Full Text Search
We have improved the ticket search by adding full text search. Results will now be ranked by relevancy with the most relevant results at the top. You cannot sort search results since they are sorted by rank.
Past Due items rule change
In the past, items were considered past due if they were open but still had a past due Due Date or Appointment Date. Now they are only past due based on the Due Date. This seems to make more sense.
Don’t forget to comment below!
Please leave a short comment below. Even if it’s just a word or two. We just want to get a little feedback that these release notes are being read. Thanks everyone!