The end of the year saw the Power Diary development team busy responding to client needs and making functional and usability improvements to the system. Here’s a summary of work recently released:
Functionality Improvements
- Added: Pin notes and forms to the top of the Notes page
- Added: Print only Clinical Type notes
- Added: Typeahead search for merge fields
- Added: Use locale to decide if weeks start on a Sunday or Monday
- Added: Copy to clipboard upon hovering over a merge field
- Added: Every “4 weeks” recurring option to Roster
- Added: Last Appointment Date to the Classifications Report
- Added: Quantity and Service Code column option to the Sales report
- Added: 45-minute time block support on the schedule
- Added: Ability to add Xero Contact ID for Third-Party profiles
- Added: Client Number to form notification emails
- Added: Group Appointments comments to the printout
- Added: A {RecipientMobilePhone} merge field for use in communication templates
- Improved: Show the recent clients list automatically when creating a new appointment
- Improved: Hide unattended appointments including No-Show
- Improved: Set availability for Mon – Fri only when creating new Roster
- Improved: Duplicate email detection to check attachments as well
User Interface Enhancements
- Added: Remove formatting button to Redactor to remove unintentional formatting
- Added: Loading indicator while fetching custom forms
- Added: Visual indicator of progress when a form is being submitted
- Added: Log file entry for when credit card details are removed
- Added: Column reordering for several reports
- Improved: App Header layout and dropdown structure
- Improved: Previous button for navigating in Client Portal
- Improved: Link preview for client portal URLs
- Improved: Emailing dialog title to better reflect the action to be taken
- Improved: Deactivated default grouping for the Client Sources report
- Improved: Invoices and Payments report uses up the full screen
- Improved: Inactive calendars are hidden in Xero export Calendar dropdown
- Improved: Merge Field popup layout
- Improved: Log file entry for session pack creation via appointment panel
- Improved: Template layouts
