Enhancements and fixes across Service Agreements, Shift publishing, Invoices, Customer Profiles and more.
We’re excited to introduce a number of critical improvements and fixes across a range of functions this month. Service Agreements, Shift publishing, Profiles and Group services have all had significant items enhanced and/or fixed.
We’re working hard on a number of substantial updates that are very close to release. We look forward to sharing these with you in coming weeks.
Details of this weeks release include;
Improvement:
Customer Invoices: The PDF file name for invoices automatically emailed to debtors has been reformatted to include more information. This saves work for debtors needing to rename files in order to identify & keep them distinct. The file name now has the following structure:
Tax-Invoice-(first name)-(last name)-(invoice number)-(date code).pdf
Improvement:
Service Agreements: We’ve increased the character limit to 2000 for the “Comments” section of the Service Agreement services. This allows providers to include more detail about the agreement with the service on customer’s Service Agreements.
There are still further improvements to come with regards to the display in the Workspace & formatting of the comments on the PDF..
Improvement
Terms & Conditions editor: The previous T&C editor was outdated and extremely limited in it’s functionality. Pasting formatted text into the editor usually removed some formatting and resulted in unexpected spacing issues.
A new editor has been released to the Workspace which now has the formatting options you would expect to have: alignment, text size, text type, text style, bulletpoints etc etc.
When pasting formatted text, the editor now retains the spacings, italics, bold, headings, bullet points etc.
*Note - Problems experienced when pasting from Apple’s “Pages” program due to formatting conflicts.
Improvement
Customer profile: We have added a new contact type to the list of options already available. You can now add a “MAC Registered Supporter” to your Customer’s profile if needed.
Improvement:
Customer profile: We have added the ability to enter a ‘preferred name’ into a Customers profile. (Also added to api)
Improvement:
Customer profile: We have added the ability to add a label to a customer’s address. You can now choose from the option of ‘Residential’, ‘Postal’, ‘Work’ & ‘Billing’. (Also added to api)
Improvement:
Customer profile: We have added the ability to add a ‘Preferred contact method’ to a Customer’s profile. You can select from the options of ‘Phone call’, ‘SMS’, ‘Email’, ‘Post mail’ or ‘Other’. This has also added to our API.
Improvement:
Customer profile: We have added the ability to add a label to a customer’s address. You can now choose from the option of ‘Residential’, ‘Postal’, ‘Work’ & ‘Billing’. Also added to our API.
Fix:
The Calendar was displaying “Cancelled” team members shifts in a colour scheme identical to the “Confirmed” shifts. This made distinguishing between the 2 statuses extremely difficult. The “Cancelled” shifts colour scheme has now been changed to resolve the issue.
Fix:
Publish shifts: (2 of the issues in the project fixed)
When finalising your team member selection and publishing a shift, previously you were returned to the publishing screen which gave the impression that you hadn’t completed the action or that something went wrong. This sometimes resulted in the same shift being published multiple times which caused conflicts.
-Now once you have published the shift, we return you to the booking and display the shift as published.
Previously when publishing shifts, there were no pre-selected filters meaning no team members automatically generated & you were required to make filter selections to populate the team list. The filtering was also not being restricted to the service roster, meaning it was possible to publish a shift to all support workers unknowingly.
-Now when the publishing screen opens, the “Available to work this booking” option is preselected and only the team members from the service roster are being populated. Displaying the correct list of available team members at first touch improves accuracy & removes the unexpected behaviour experienced across your team.
Fix:
The “Services” filter on the “Group Sessions” page was not working and producing an error, this has now been resolved. The filter allows the service to be selected and filters for the correct results.
Fix:
Customer Contact numbers that were entered into the Workspace including the ‘0’ at the beginning were displayed without the last number in the Customer profile on the mobile app. This has now been resolved.
Fix:
Group Service > Roster: This screen was not showing any records of ‘Completed shifts’ for team members, when clicking to view the team member’s schedule, the list was populated with the service’s “Unassigned” shifts.
This has now been resolved, the Group Service > Roster is now correctly displaying the number of “Completed shifts” for team members and when viewing their schedule, only the list of the team member’s shifts is being displayed.
As always if you have any questions or need assistance please reach out to our customer team at any time support@goodhuman.me.