April 13, 2017

An overview of last night's updates is below:

Calendar / Activities:
  • The Select All checkbox for Users on the main Calendar wasn't functioning properly. This has been resolved.
  • When hovering over Activity subject lines, you'll now see a popup bubble with the Description of that Activity.
  • PDF for printing Week View of Calendar has been updated to address issues with starting date for week, all-day activity display, multiple-day activity display and legibility. 
  • The Reschedule option on Activities pages didn't have Time Picker dropdown, as in previous version, which forced manual entry of Start/End Times. This has been updated.
  • Individual occurrences of a repeating activity that included a Guest Attendee were not allowing Save & Complete. Users could complete the series, but not an individual instance where Guest Attendees were included. This has been resolved.
  • Fixed an issue for users in Hawaii-Aleutian Time Zone that was affecting Start Date when creating activities.
  • Contact Overview Next Activity only displayed next activity if it fell within next 30 days. Now it will look beyond that, as expected. 

Reporting:
  • Disclosure Statement for Reports wasn't saving in Preferences for some users. That issue has been corrected. 
  • The No Contact Report was returning 0 results for some users after recent update. After resolution, the report is once again reflecting actual points of contact for all users. 
  • The Birthday report was not pulling Primary Address and/or Phone Number for spouses/dependents of a Head of Household who was linking that information to their records. It's now pulling that info properly again.
  • The Membership Report was only pulling the first Membership listed for contacts, in some cases. All Memberships for each contact are now reflected in the report.
  • We've added a "Not Specified" category on the Contacts by Gender chart so that users can quickly determine those records for which they need to add a gender designation. 

Miscellaneous:
  • Created At and Last Updated fields for Opportunities now included in display and exports.
  • We've addressed issue affecting some Redtail Email subscribers where they had to download emails rather than simply clicking to view them.
  • The text box when typing Note Comments is now auto-expanding so users can easily see the entirety of their Comment as needed.
  • We've fixed an issue with viewing larger versions of some contact photo thumbnails.
  • We've fixed an issue some users were experiencing when attempting to send a contact to eMoney.
As always, you can keep up with ongoing updates to Redtail by checking our regularly updated Release Notes page here.

Happy Thursday!

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