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Reference #: RN 2013v1r6
Author:
Tech Support
Created: 05.30.13
Last Revised: 06.03.13
Release Date: June 3, 2013
This release contains the following new features and enhancements:
Enhancement | Description |
Scheduling Wizard | A feature has been added to the Scheduling Wizard. Once a client has been selected, the wizard will now check to see if they have an existing "On Hold" session. The user can then choose whether to continue to create a new session or to exit the wizard and use the existing "On Hold" session. |
Sessions/Appointments | Several new columns have been added to both the Sessions tab and the Appointments tab of the client record. » The Sessions tab now displays indicator columns for "On Hold," "No Show, "ReDo," and "Cancelled." These columns have been added as a convenience and are read-only. |
Session Triggers | A new exclusion has been added to session triggers for "On Hold" sessions. This option has been added to Session Type triggers and Session Status triggers.
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Users | The User Maintenance screen has been improved! You can now view and edit some of the most used settings without opening each individual user. For example, you can easily see if a user is missing key data or is in the wrong security group. You can also now quickly add new users and select their basic settings by using the first row. Finally, there is a new Find tool on the ribbon to help large companies locate a specific employee. |
A new Email tab has been added to Studio Preferences. This allows you to set up optional company-wide email settings. These settings will be used only if there are no user or workstation email settings. |
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Dashboard | A new option has been added to the Dashboard Report ribbon. This option gives users that don't have permission to create dashboard reports the ability to still add existing reports to their personal dashboard. Click Show On Dashboard to add the report to your Dashboard.
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Payments | Enhancements have been made to increase the security of credit card payments. After credit card approval has been received, the payment amount will now be locked by default. Users with the appropriate security settings can click the padlock button to unlock the payment amount, the authorization code, and the authorization date. Information is locked by clicking the padlock again. + More about credit card payments |
The following issues have been fixed in this release:
Issue ID | Keywords | Description |
1901 | Price List | A previously selected enhancement cannot be successfully deleted from a price list item in the price list. Resolved. |
2166 | Organizations | In Organization maintenance, moving the first entry down may cause other entries to change order. Resolved. |
2275 | Composite Templates | Adding a new template after deleting an existing template results in an error. Resolved. |
2280 | Sessions | [Enterprise only] Image import settings are not being saved. Resolved. |
2335 | Hubs | The chosen regional time format is not displayed on the hubs. Resolved. |
2340 | Preferences | The "Use Global Settings/Use Station Settings" selection in Printing Preferences is not being saved. Resolved. |
2358 | Google Sync | Google syncing may cause unnecessary refreshing of the calendar and any open records. Resolved. |
2361 | Users | [Enterprise only] An error may occur on the Sharing tab of the user record. Resolved. |
2362 | Security Groups | Removing all users from the "Administrators" security group may prevent any user from logging into Spectra. Resolved. |
2399 | Preferences | [Express Only] The Session tab is missing in Studio Preferences. Resolved. |
2416 | Clients | The Communication tab on the client record cannot be hidden. Resolved. |
2424 | Organizations | There should not be a "Hide Inactive" choice on the Organization maintenance ribbon. Resolved. |
2455 | Payments | The "Balance Due" field is not updated correctly when switching a payment to a refund (or vice versa). Resolved. |
2462 | Payments | The "Amount Tendered" field should not be displayed on a refund using the cash payment method. Resolved. |
2466 | Price List | Enhancements are not being successfully saved on items in the price list. Resolved. |
2471 | Communications | A data validation prompt may be improperly displayed when sending an email. Resolved. |
2496 | Invoices | Using the "Discount Override" option on an invoice may cause the discount to apply incorrectly. Resolved. |
2497 | Filters | An issue may result with filters when using international regional settings. Resolved. |
2503 | Audit Logging | An audit logging prompt should be displayed when applying a discount to a line item on an invoice. Resolved. |
2506 | Price List | [Enterprise Only] When importing a price list, the "My Price List" combo box is empty. Resolved. |
2509 | Commissions | Commission dollar amounts are being incorrectly rounded to the nearest dollar. Resolved. |
2511 | Organizations | The Organization custom text fields are limited to 25 characters. Resolved. |
2512 | Reports | The Organization List report should include space between the first and last names in the "Contact Info" column. Resolved. |
2515 | Bulk Scheduling | [SQL Only] An error occurs when running the Bulk Scheduling Wizard. Resolved. |
2518 | Audit Logging | [Enterprise Only] Studio numbers are not being correctly recorded in the audit logs. Resolved. |
2520 | Price List | When maintaining price list items, the options and enhancements are not refreshing properly. Resolved. |
2523 | Price List | Deleting a price list or item group does not delete all the individual items within it. Resolved. |
2526 | Price List Import | Several minor bugs were found in the simple Price List Import utility. Resolved. |
2530 | Users | [Enterprise Only] User security data needs to synchronize to the studio when a user is shared with that studio. Resolved. |
2536 | Invoices | The invoice details are not being saved when using the German version of Windows. Resolved. |
2540 | Payments | The client's zip code is not displayed on their payment(s). Resolved. |
2552 | Calendar | [SQL Only] Calendar descriptions for unlinked appointments display the merge fields names when there is no information contained in the field. Resolved. |
2553 | Triggers | Triggered emails that contain client or session image fields should not be sent if a main image has not been set for the client or session. Resolved. |
2554 | Communication Wizard | The Communication Wizard does not display sessions with a session filter. Resolved. |
2563 | Workflow | Using Dual Monitor mode by default in the sales presentation causes an issue when loading the thumbnails. Resolved. |
2564 | Invoices | The Invoice Wizard should include a prompt to check for existing customer deposits when creating a new payment. Resolved. |
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