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A note search was recently added to the client profile for searching for entries. This has been improved to search on a date range, custom title and improved tagging.

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Recurring Appointments

We have added the ability to create recurring appointments or tasks via the Schedule Board and My Calendar screens.

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Addition of a list view

An addition of a new list view toggle on the client profile screen allows for a condensed view for more easily locating entries. You can use this icon to toggle between the details view, which is great for reading up on recent notes, and the list view

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Schedule Board & My Calendar Improvements

Entries on the Schedule Board and My Calendar has been enhanced to include travel and transport as well as icons to indicate if comments and attachments have added to entries. Entries on the calendar will also expand when you hover over them to show full details.

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