Here's a summary of our recent updates.
- Client Search Improvements
We've added search functionality to the toolbar to make finding client information that much quicker. This is the first iteration in our Global Search initiative which will let you search client data, tasks & documents from one place.
Pro Tip: Use Ctrl + Shift + F on Windows or control + shift + F on Mac to launch Search from anywhere in the Portal.
Stay on the lookout for more search improvements later this year!
- Added numeric formatting when exporting Scale-type questions to Excel
- Client names are now sorted alphabetically on the Program overview page
- Creating a new personal event now navigates to the correct day
- UI/UX updates
- Fixed auto-confirm session issue where new clients were not receiving confirmation and reminder emails