R112 Sprint: 1/1/2022 to 1/31/2022. To learn about product features that you may not recognize, contact ClientSpace Professional Services.
Release schedule
Release updates are implemented by the group, as indicated in the following table.
The release schedule is subject to change and updated as required. To determine your group or ask questions, please log a case for ClientSpace Professional Services.
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Sprint 1/1/2022 to 1/31/2022 |
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|---|---|---|
|
Upgrade groups |
Date of upgrade |
Tentatively occurs on |
| Group 1 | First Tuesday of the month | February 8, 2022 |
| Group 2 | Second Tuesday of the month | February 15, 2022 |
| Group 3 | Third Tuesday of the month | February 22, 2022 |
Enhancement
Enhancement groups are Change in Functionality, ClientSpace Premium (ClientSpace with additional modules), Advanced Administration, and General.
ClientSpace Premium
|
Case |
Enhancement |
|---|---|
| 53427 |
Batch in repricing override Occasionally, when pricing is running, an error can occur that leads to locking the Batch in Repricing checkbox in the selected position. This case adds a new link on the Pricing Batch called Override 'Batch in Repricing'. By selecting this option, the system will clear the Batch in Repricing checkbox bypassing any rule validation. This is secured to the can_override_batchinrepricing entity and will need to be added to a role to utilize this function. |
| 53594 |
Quick Create - Location/State Code Error Previously, a validation error occurred when adding the same state and code combination, during quick create, in the pricing console. Now, users can add multiple versions of the same state and code combinations (both before and after generating pricing). |
Advanced Administration
|
Case |
Enhancement |
|---|---|
| 53643 |
Cannot Inactivate or Deactivate Field Due to Field Style Settings Previously, a user could not delete or inactivate a field on a dataform if that field included Default Style configuration settings at the field level. Now, a user can delete or inactivate a field for this scenario. |
General Enhancements
|
Case |
Enhancement |
|---|---|
| 52240 |
Display a User's Department This case adds the new Department Code field to the Department Details. Configuring this field setting will force display of the department code in user datatypes for any user that has a default department configured. For example, user datatype fields will now display the Username [DeptCode] in the drop-down. A ClientSpace user can also search the user drop-down for a department code (using %DeptCode) so that assigning items to a user of a specific department is easier. |
| 53151 |
Home Page - Task Refresh With this case, tasks and task information that display in the Task Manager widget on the Home page update after a user selects a task from the list and saves a change to the task. For example, if the user updates the subject or due date, the system updates the subject and due date that display in the Task Manager widget. Also, if a user selects a task from the Task Manager and completes the task, the system removes the task from the Task Manager widget. |
| 53698 |
Display Links When Using Lookup Values Without Metadata as the Status on an Organization or Client Master With this case, if a lookup value is selected as the status on the organization or client master, and metadata does not exist on that lookup for the CRMOrganizationStatus or ContractStatus groups, the system displays the Create Prospect and Create Client links by default. |
| 53797 |
Reply Template field on Email Integration Displays the Template ID and not the Template Name Previously, when you added a new email integration and selected the Reply Template on step 2 - Action, the Reply Template field displayed the name of the template. But, when you advanced to step 3 - Field Mapping and then returned to step 2 - Action, the Reply Template field displayed the email template ID, not the name of the template. Now, the system displays the name of the template in the Reply Template field when this scenario occurs. |
| 53885 |
Email Integration Oauth Button Displays Instead of Password Button Previously, the system displayed the Oauth button when an Admin User set the type for an email integration to Office 365, even if the type was later changed to Other. This prevented the admin from changing the authentication type of an Outlook account when the user wanted to return to using BASIC authorization. Now switching the authentication Type allows the user to freely switch between the following:
|
Technical Enhancements
|
Case |
Enhancement |
|---|---|
| 53588 |
Update Pricing Code Location field from "One to One" to "One to Many" This case changes the One to One parent form details setting on the Pricing Code Location field of the Pricing Comp Code dataform. Now the default setting for the One to One check box is unchecked (which means that the field is now set as One to Many). This change allows a Global Admin user to add a link to the Client Location to display all associated codes. |
Fixes
|
Case |
Issue summary |
Resolution |
|---|---|---|
| 52466 |
Saving Dataforms with Hidden Tabbed Forms |
With this case, when a tabbed form is saved the system does not create dataform records for hidden tabs. If a hidden tabbed form contains required fields, the system does not enforce requiring those fields since the tabbed form is hidden. If a record already exists for the hidden tabbed form, the system excludes that record from consideration during the save process. |
| 53465 |
Exception: Conversion from string to type 'Date' is not valid |
This case resolves an issue that caused an exception due to the event time when creating a calendar event from the Client Visit form. Now the system properly handles the conversion of time values in the "VisitDateTime" field. |
| 53644 |
User Profile Display a Save & New Button |
Previously when a user selected My Profile and clicked Apply to save changes to the user profile, the system refreshed the page and displayed a Save & New button. The Save & New button is not necessary when a user edits their user profile. This case updates the system to no longer display the Save & New button on the user profile page after the user applies an edit to their profile. |
| 53901 |
No subjects with the CSCDISCNEW template |
Previously, the system did not populate the subject line for an email sent to an internal user notifying them that an external user replied on a Discussion Message. This case resolves this issue and displays the subject as expected. |
| 54253 |
PrismHR API No Error Message for Failed Client Export |
Previously, exporting a client sometimes resulted in a failure without displaying a reason in the Export log. This case adds additional error messaging to the Export Client business rule. The system now displays a reason in the log. |