Redtail's Release Notes Bulletin

October 2, 2017

An overview of Friday night's updates is below:

Advanced Search Contact Options:

A note is now created and attached to the Contact Record when running a mail merge to indicate that mail merge was created for the contact.
In those Custom Exports that included Next Activity Start time, the time zone was displaying as UTC. Now they display the time zone based upon your preferences.
Avery Labels 5160 ordered by zip were exporting in alphabetical order by Contact Name. Now they order by zip, as expected.
In some cases, shared addresses were not exporting to mail merge documents or labels for Other Dependents. Now they will, in all cases.
The Mail Merge button was greyed out after running a mail merge once for selected contacts. Ungreying has been implemented. A similar issue was resolved for Labels.

Calendar:

An All/Just Me option has been added when selecting Users on your Calendar to prevent the need for multiple selections/deselections. We added Select All / Deselect All options for Category and Type selections as well.
The last occurrence of a repeating activity now displays a message to let users know it is the last occurrence. It's a closure thing.

Miscellaneous:

Today's date is now consistently highlighted on date pickers across the application.
We've resolved an issue where Today's activities would not sort by the Subject column.
We addressed a behind-the-scenes issue where Permissions couldn't be applied to a Note if an Activity with the same ID had permissions applied.
Sometimes a 500 error would result when attempting to save certain types of Preferences. This has been resolved.
The Personal Profile Form was sometimes pulling a 3rd page that is blank. Now it isn't.
We've incorporated the ability to delete Workflows in bulk.
We removed the contact record you are working from as an option when adding a Note for the contact and selecting Copy To. This eliminates the possibility of creating a duplicate note for the contact.
You now have the option to Select All/Deselect All in the "Add to Tag Groups" modal.
When running a Mail Merge from the Seminar Mail Merge modal, the modal now disappears when the task is complete. Previously it sometimes liked to hang around long after the party was over.

As always, you can keep up with ongoing updates to Redtail by checking our regularly updated Release Notes page here.

Hope you're having a great day!