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User Management
Latest Updates
2.33.2 - 13sep2021 - added IS NULL option to report criteria
2.33.1 - 25aug2021 - fixed bug with closing invoices
2.33 - 23aug2021 - added invoices as a dataset on main tab
2.32.2 - 10jun2021 - added internal contact field to projects
2.32.1 - 8apr2021 - added custom NYC work_types
2.32 - 1feb2021 - updated mobile server; minor adjustments
2.31.2 - 31aug2020 - added ability to change a member to a leader
2.31.1 - 30aug2020 - added crew to reports
2.31 - 25jul2020 - fixed issues with member_work; added agency report; added undelete
2.30.2 - 09jun2020 - added manual crew download button
2.30.1 - 09jun2020 - fixed crew member relation lists
2.30 - 25may2020 - added documents
2.29.1 - 20apr2020 - allow for scheduling by crew
2.29 - 05apr2020 - crew is now a dataset; added crew_members; more
2.28 - 04apr2020 - minor upgrade to reports and added invoice sent date
2.27.1 - 18nov2019 - fixed minor issue with reports and updated sponsor naming
2.27 - 10nov2019 - changed reporting system to allow for any data relation! and fixed a few UX issues
2.26.3 - 26oct2019 - fixed bug in calendar display where it wouldn't show last week, and also where it showed partial week
2.26.2 - 20oct2019 - fixed aggregation criteria in reports
2.26.1 - 12oct2019 - fixed a bug where projects were always locked on the project select list in schedule
2.26 - 11oct2019 - report system overhaul and re-enabled rate templates
2.25.1 - 16sep2019 - fixed bug with everything search
2.25 - 16sep2019 - added reports as a dataset; redesigned tools UI; added multiple tool inventories and support
2.24.1 - 28jul2019 - members will not import to anything other than new projects (project status is 'new' or blank)
2.24 - 21jul2019 - added ability to edit hours
2.23.1 - 14jul2019 - changed hours to a calculation instead of seperate field; activity log no longer loads automatically
2.23 - 07jul2019 - restructured authentication system; should fix the session timeout issue
2.22 - 06jul2019 - added project record report and color codes for schedule rows
2.21.1 - 30jun2019 - fixed bug with work_date in work records
2.21.0 - 24jun2019 - added timesheet and project record reports
2.20.3 - 03jun2019 - added project summary - many updates on mobile lately
2.20.2 - 07may2019 - made member hours a calculation of data entered from mobile
2.20.1 - 22apr2019 - added ability to search for pending projects
2.20 - 20apr2019 - many minor tweaks; nyc member import
2.19.1 - 06apr2019 - mobile beta achieved; fixed an issue with invoices
2.19 - 30mar2019 - added a task tracker
2.18.3 - 20mar2019 - fixed issue with password reset; fixed invoices to account for new billing technique; no updates lately as i've been working on mobile app
2.18.2 - 12feb2019 - added chat notification effect
- added two more program areas in schedule
- added tools and safety information to the project specs report
2.18.1 - 12feb2019 - enabled project selector on tools tab
2.18 - 10feb2019 - added project specifications report and a few new fields to the project record
2.17.7 - 30jan2019 - program name now updates in project list
- added lock icon to project list in schedule
2.17.6 - 26jan2019 - added program notes
- added some color indicators to projects in schedule; green is locked/invoiced, red is when the project does not have an agreement
- fixed a few other small things with the schedule
2.17.5 - 26jan2019 - adjusted the program week layout for variable heights
2.17.4 - 24jan2019 - click the middle mouse to switch back and forth between tabs - this helps UX of schedule selecting project details
- double-clicking a record on the schedule will switch to the main tab; use middle mouse to quickly switch back
- added contact, agency, and staff to program week list
- allowed searching by agreement on schedule
- widened schedule program areas
- new projects are assigned a 'Coordinator' by default
2.17.3 - 17jan2019 - fixed bug with rates not refreshing on delete
2.17.2 - 16jan2019 - fixed bug with checkboxes; fixed logging for program week changes
2.17.1 - 15jan2019 - css overflow fixes
2.17 - 15jan2019 - Happy New Year! We built a new drag-n-drop schedule thing with real-time updates for multi-user functionality. So when you drag a project to a new program week, others will see the update.
- implemented real-time updates in more places in the system
- found and fixed a tiny bug in the rates system
2.16.5 - 16dec2018 - updated calendar to fill in projects so things line up
2.16.4 - 09dec2018 - changed the fill-down fields to load one a single key entry instead of waiting to load until the user entered at least three keys. there is a one second delay.
- fixed some display issues with notes, enabled personnel linking and related lists
- added some display preparations to the schedule; big things to come
2.16.3 - 02dec2018 - enabled fix rates button .. this took me all day
2.16.2 - 23nov2018 - minor updates to schedule; added auto contrasted font color and allowed for custom start day of week
2.16.1 - 18nov2018 - updated chat to have history and targeted messages; attempted to enable copy percentages button
2.16 - 12nov2018 - password reset system added to login. also a bit of ui
2.15.3 - 11nov2018 - more rates tweaks. numbers weren't always adding up the same. reworked.
2.15.2 - 08nov2018 - further rates adjustments. looks good now. project rate now has 6 numbers behind the decimal
2.15.1 - 06nov2018 - i voted! .. also tweaked and fixed things about the new rates features
2.15 - 28oct2018 - added a new help system; click on the field names in the edit project window; this will be expanded on
- added features to the rates system; it's complex, make sure you get some training on the subject
2.14.3 - 26oct2018 - added a filter to the activity log
2.14.2 - 21oct2018 - found and fixed a bug with last20 not working for new staff
- added member work and personnel work as a dataset
- added cron job for member import
2.14.1 - 14oct2018 - found and fixed a bug with deleting relationship between a template and an agreement
2.14 - 07oct2018 - added members
2.13.1 - 06oct2018 - requested adjustments to performance report
- added contact archive; enabled contact type list
2.13 - 30sep2018 - added a custom report
- groundwork laid for member integration
- fixed some minor issues with user management
2.12 - 16sep2018 - added initial chat system - more features to come
- implemented real time events for lists. still need it for detail section
- added survey system
- fixed an issue where system would hang and need to be refreshed
2.11.4 - 26jul2018 - added invoices to reporting
2.11.3 - 20jul2018 - added crew filter
2.11.2 - 19jul2018 - added crew coloring, invoice, and lock icon to schedule
2.11.1 - 16jul2018 - added crews to calendar; variable width
2.11.0 - 16jul2018 - new calendar-type schedule
2.10.1 - 10jul2018 - ordered lists
2.10.0 - 08jul2018 - created documentation document - should've done this a long time ago
- added ability to have the project rate apply to a rate category
- added activity log to settings tab
2.9.6 - 06jul2018 - reverted input boxes back to blue; fixed issue with reporting left side
2.9.5 - 04jul2018 - fixed small bug with new last20 where it sometimes would not put the loaded record in the list
- added description fields to agreements and projects
- adjusted tools so you could see the condition; also fixed small related bug
2.9.4 - 27jun2018 - rates window menu was not showing for records with no rates
2.9.3 - 25jun2018 - fixed bug where you could not add a row to the rates window
2.9.2 - 24jun2018 - re-added the filldown ability for some related records in edit details
2.9.1 - 19jun2018 - fixed a bug with creating new records
2.9.0 - 16jun2018 - rates workflow reworked; should be much more intuitive
- last 20 system redesigned - much simpler now
2.8.7 - 28may2018 - overhauled reports system
2.8.6 - 26may2018 - allowed copying rates from one project to another
- added detail to transaction logs
2.8.5 - 21may2018 - minor bug fixes
2.8.4 - 20may2018 - added personnel groups
- added the ability to copy a related tab's list to the main search box via shift-click of the tab
- added invoice description
2.8.3 - 19may2018 - added tool transaction date field | fixed a couple bugs
2.8.2 - 16may2018 - added global create record system
- fixed issue where create link was not updating the new related record buttons
2.8.1 - 14may2018 - finished and published tools .. did not expect soo many details; a month's worth apparently
- when there's only one related record, the link is in detail instead of a tab in related list
- adjusted search dataset clickable to be more of an intuitive prompt to click
- made hourly rate only apply to salaries
- adjusted verbage on agreement detail section to be more clear about how much money is remaining
- expanded this help page to show upcoming features
- allowed for custom names for "project" and "sponsor"
- fixed issue where PDFs were not being displayed
2.8.0 - 13apr2018 - ground work laid for tools system
- reworked permissions to allow for tools integration
- fixed the archive in the billing categories list
- copy percentages should now also copy the hourly rate
- fixed a few instances where adding new records would not auto-associate
- allowed for personnel files
- added agencies to global search
- fixed a refreshing issue with rates windows
2.7.8 - 15mar2018 - made an adjustment to the last20 system to hopefully make it more reliable (please report issues with this)
2.7.7 - 15mar2018 - added functionality for template master; it is now a yes/no field in the edit details of the template
- changed last20 for templates to not just show master templates, find master templates by typing 'master' in the template search
2.7.6 - 15mar2018 - made the relationship between templates and agreements many to many
- fixed bug where you could not link a template to an agreement
- removed the auto-creation of a template when you make a new agreement
2.7.5 - 15mar2018 - added totals as links to project detail and template detail to show rates window
- added automatic refreshing of totals so working with rates is more responsive (also discrepancies)
2.7.4 - 09mar2018 - fixed bug where you could make an agency it's own parent
- fixed bug when trying to add a new agency from the agency manager
2.7.3 - 05mar2018 - added county to agency
2.7.2 - 04mar2018 - can now sort and filter lists on billing tab
2.7.1 - 04mar2018 - agency manager
2.7.0 - 04mar2018 - agency redesign
2.6.0 - 24feb2018 - added rates manager
2.5.7 - 11feb2018 - fixed a login issue
2.5.6 - 11feb2018 - did you know linking agency to agreement was.. not working? nobody told me; fixed
2.5.5 - 11feb2018 - archive and delete to list items; also a delete permission added
2.5.4 - 10feb2018 - redesigned list editing to be.. better .. also filterable .. also dates on these update notes
2.5.3 - added search column sorting, just click the column headers
2.5.2 - fixed a bug where search list would reset to a dataset unexpectedly
2.5.1 - added ability to search for contacts with full first name and partial last name
2.5.0 - added global search
- added show log to record menus
- changed main select area to be a bit more user friendly; added help icons with popup information
- fixed a bug with the last20 system (where the lists remember what you've selected)
2.4.4 - fixed a few bugs with rates and list editing
2.4.3 - personnel features, can edit hours and role
2.4.2 - further developed editing notification system, partially implemented
2.4.1 - secured files, fixed bugs related to logging update
2.4.0 - added real-time events!
2.3.3 - better error reporting, fixed bug with personnel search
2.3.2 - permission editing, added certifications for personnel
2.3.1 - reporting permissions, F2 for edit data, major changes to logging
2.3.0 - added personnel, automated related tab selection
2.2.8 - added help tab with patch notes and issue reporting
2.2.7 - fixed issue with some lists not acting appropriately when adding and saving.
2.2.6 - fixed a few issues with reports
2.2.4 - added rates to custom reports
2.2.3 - fixed copy project
2.2.2 - fixed bug in reporting
2.2.1 - enabled report saving
2.2.0 - added custom reporting system
2.1.7 - fixed additional hours calculations
2.1.6 - minor adjustmen to copy rates
2.1.5 - fixed invoice download report
2.1.4 - added searching for projects by invoice number
2.1.3 - redesigned invoice report download to be much faster and still perform aggregation
2.1.2 - added invoice report download
2.1.1 - refigured versioning
2.1.x - hid menu for related detail section. it will come back after it's rethought.
2.1.x - fixed project cost in lists
2.1.x - you can now click a record set a second time to load the latest records; clicking the first time still loads your personal last 20 selected records
2.1.x - clearing search text on dataset select
2.1.x - changed font sized to be dynamic based on screen width
2.1.x - fixed last20 system
2.1.x - you can now click a project in the schedule to go to it's details
2.1.x - no longer showing empty tabs for the related records
2.1.0 - added file attachments to agreements, projects, contacts, and agencies
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