FuneralSoft Change Log : FuneralSoft Support

Version 3.4.9 (February 2018)

Venues	Private Flag triggered on Primary Venue private flag	Fix
Agreement Page	Fixed Witness Signature not clearing on load	Fix
Fee Details	Added option to Validate Item Codes to ensure code is valid on Price List	Improvement
Signatures	Added option to delete signature files when client status changed to Closed	Improvement
Venues	Fixed error on updating Interment/Cremation location	Fix
Venues	Changed default from General to Service and Disposition appointment types	Improvement
Floral Tributes	Fixed Delivery Date/Time clearing on save	Fix
Fee Details	Fixed Set Price Group function and added Auto-set Price Group function	Improvement
Funeral Invoice Report	Added Branch BSB and Account #	Improvement
Branch	Added Branch BSB and Account #	Improvement
Enquiry Summary Report	Revised to handle multiple quotes	Improvement
Enquiry Screen	Coded Type Autocomplete select function	Fix
New Inventory Item	Fixed opening item error when no category selected	Fix
Inventory Delete	Added enhanced prompt to confirm item deletions	Improvement
Inventory List	Fixed refresh of list when adding new items	Fix

Version 3.4.8 (January 2018)

Appointment Details	Coded Open Contact button	Improvement
Arrangement Summary Report	Added deceased status to Children list	Fix
Funeral Conductors Report	Added Venue address/phone, NOK Relationship	Improvement
VIC Govt Reports	Dates changed from service date to arrangement date	Improvement
Client Details	Validation added to name & number changes to prevent invalid characters being entered that cause folder name issues	Improvement
Client Details	Change DOB and DOD buttons to green once date is set for visual help	Improvement
Maintain Lists	Fixed error when saving Appointment Types	Fix
Client Details	Added remove button to Stage field and coded selecting from list	Fix
Enquiry Form	Fixed clearing of fees when Quote removed	Fix
Mortuary Page	Added 'Unknown' to Pacemaker options	Improvement
Fee Templates	Fixed issue when selecting fees with single item price	Fix
First Call Screen	Made Arrangement Appointment Date/Time button remain visible	Fix

Version 3.4.7 (November 2017)

Notice Creator	Fixed linked Notice Report setting for Print/Email button	Fix
Inventory Page	Revised Layout and coded Branch Quantities	Improvement
Inventory Sale History	Re-coded to new grid and extra fields	Improvement
Coffin Selection	Coded new coffin selection form that includes coffin pictures	Improvement
Inventory Request	Added new Inventory Request process for Inventory tracking management	Improvement
Inventory Fulfilment	Added new Inventory Fulfilment/Adjustment Form to process Requests	Improvement
Inventory Settings	Added settings to auto-fufil requests and to use Branch Quantities	Improvement
Inventory Dashboard	Added Stock Levels Graph to display stock quantities	Improvement
Inventory Dashboard	Added Requests List to manage coffin requests	Improvement
Inventory Reports	Enhanced Coffin Sale History report to reflect coffin usage and minimum levels	Improvement
Inventory Page	Added Move Stock feature	Improvement
Inventory	Added Stocktake form	Improvement
Coffin Page	Fixed potential for 2 coffins to be deducted from inventory if coffin selection changed	Fix
New Inventory Item	Revised design and code to incorporate price list item and preferred supplier	Improvement
Inventory Change Form	Added Branch to re-stock to when de-selecting a coffin	Improvement
Coordination	Added System option to specify start day of week view. Eg: Monday	Improvement
Maintain Lists	Fixed error on adding new Contact Category	Fix

Version 3.4.6 (October 2017)

Client Reports Window	Added option to keep window open after printing reports	Improvement
New Client	Force selection of Client Status on saving	Improvement
Interment Page	Change Cemetery Name to AutoComplete & trigger Contact Selection	Improvement
Cremation Page	Change Crematorium Name to AutoComplete & trigger Contact Selection	Improvement
Signature Form	Increase size of form and signature capture space	Improvement
Venue Form	Added updating of Cemetery/Crematorium details for Primary Disposition Venue	Fix
Interment/Cremation Page	Fixed updating Disposition venue/appointment on selection/change of location	Fix
Client List	Made status dropdown dynamic to match available Client Status list	Improvement
Client Status Change Form	Made status dropdown dynamic to match available Client Status list	Improvement
Client Status Change Form	Enable ability to convert to dynamic list of Client Status options	Improvement

Version 3.4.5 (September 2017)

Agreement Conversion Form	Allowed de-selection of Fixed Fees and added alert instead	Improvement
Agreement Conversion Form	Expanded vertical size of form	Improvement
Agreement Conversion Form	Added View Price List Item button to access current price list	Improvement
Agreement Conversion Form	Added ability to view Contribution details on double-click	Improvement
Preneed Quote Fee	Added Price Group field	Improvement
Agreement Conversion Form	Added Price Group field to copy across to Fee Estimate on conversion	Improvement
Preneed Agreement	Added Price Group to Template Selection	Improvement
Fee Template Selection	Expanded Horizontal Size of form	Improvement
Convert Agreement	Change Contributions to be un-selected by default	Improvement
Preneed Agreement Page	Disabled Convert button when Client is Locked	Improvement
Copy Address	Added Enquiry details to Copy From	Improvement
Contact Log	Expanded Log Entry form under Contacts to be used for CRM purposes	Improvement
Contact Selection	Removed auto Log Entry for contact selection	Improvement
Coordination	Added User Preferences to save last used filter parameters	Improvement
Payments Page	Addressed issue with other clients payments being displayed	Fix
Mortuary Page	Fixed issue with permissions not allowing deletion of items	Fix

Version 3.4.4 (August 2017)

Name Address Form	Fix positioning with Address only display	Fix
Client Details Page	Changed Death Details to NameAddress summary & form	Improvement
Client Details Page	Add death address validation for e-Registration (QLD)	Improvement
Name Address Form	Improve Place/Contact linking, especially for Place of Death	Improvement
Adjust Inventory	Created new Inventory Request Form & new Request Confirmation Form	Improvement
Inventory	Coded to specify and update branch quantities	Improvement
Name Address Form	Fixed missing Country field for Address only display	Fix
Name Address Form	Fixed possibility of fields not being cleared when copying address	Fix
Client List	Fixed Error when refreshing Enquiry List	Fix
Certificate Form	Selecting Doctor now updates associated Fee provider contact	Improvement
Fee Template Selection	Added relevant Price Group to fee upon template selection	Improvement

Version 3.4.3 (May 2017)

Contact Details Page	Auto-fill Location field from first Address suburb	Improvement
Contact List	Append Location field to Contact Name for specified Categories	Improvement
Select List	Append Location field to Contact Name for specified Categories	Improvement
Maintain Lists	Enhance Contact Categories including option to display Location	Improvement

Version 3.4.3 (March 2017)

First Call Sheet	Fixed client toolbar not displaying when First Call triggered from Coordination	Fix
Client Details	Fix Death Place selection not clearing previous address details	Fix
Client Venues	Improve Venues Page and Primary Service selection	Improvement
Client Details	Fix Death Suburb not saving when clicking Print Reports	Fix
Funeral Quote Report	Change filter from 'Enquiry only' to Agreement Type = Quote	Change
Arrangement Summary Report	Fixed missing fields: Autopsy required = No. Valuables Exist	Fix
Ashes Receipt Report	Added Client Number as reference	Fix
Mortuary Trim Sheet	Added sort order to clothing, valuables lists	Improvement
Mortuary Release Report	Fixed missing part of address (Suburb, State, etc)	Fix
Client	Fixed issue where changes were not saved when pressing Print Reports	Fix
Coffin Selection List	Fixed Pricing not displaying. Now displaying from Price List	Fix

Version 3.4.2 (February 2017)

Name Address Form	Fixed Postcode not inserting when selecting contacts	Fix
Payment Form	Re-designed payment recipient name/address and improved invoice selection	Improvement
Receipt Report	Coded for split addressing	Improvement
Change Client Status	Coded to handle other statuses	Improvement
Change Client Status	Fixed ability to override auto-generated number	Fix
Appointment List	Fixed Error on minimize form	Fix
Audit Log	Added Client Drop-down filter	Improvement
Quote Fee	Changed Delete Fee to require typing to confirm	Improvement
Quote Fee	Added Sort Order field	Improvement
Quote Fee	Added Internal Notes field and shifted fee notes below fee description	Improvement
Convert Agreement	Coded to allow 'Retain Agreement Price/Use Current Price/Use Custom Price	Improvement
Convert Agreement	Added Agreement Contributions converted to Payments	Improvement
Maintain Lists	Added Client Status	Improvement

Version 3.4.1 (January 2017)

Name Address Form	Added option to prevent auto-capitalization as needed	Improvement
Appointment List	Removed double-loading of appointment list	Fix
Options	Improved selection of logo files	Improvement
NOK Page	Expanded field length of Photo Frame Reason	Improvement
Certification Page	Fix Certification Status - Error 94 Null	Fix
Fees Estimate	Changed Delete Confirmation Prompt from 'Delete Fee' to 'Delete'	Improvement
Certification Page	Fixed issue where no Medical/Doctor record was found	Fix
Menu Configurator	Fixed issue with clearing Client Status Filter	Fix
QLD Form 1 Page	Set resizing to work properly	Fix
Client Details Page	Re-organised layout to prevent Death Details being cut off at bottom of screen	Fix
Client Details Page	Added QLD e-Registration validation to Birth State/Country	Improvement
Marriage Form	Added QLD e-Registration validation to Marriage State/Country	Improvement

Version 3.4.0 (November 2016)

Client Details Page	Added code to remove leading/trailing spaces of Client Name	Improvement
First Call Report	Code to adapt to Preneed Calls	Improvement
Client Details Page	Standardized Address field lengths	Improvement
Signatory Page	Standardized Address field lengths	Improvement
First Call Page	Standardized Address field lengths	Improvement
Next of Kin Page	Standardized Address field lengths	Improvement
CC of Death Certificate Page	Standardized Address field lengths	Improvement
Client Family Log	Fixed Client Name not displaying	Fix
Multimedia Form	Changed the clientID linking to ensure correct client	Fix
Notices Form	Changed the clientID linking to ensure correct client	Fix
Fee Details Form	Changed the clientID linking to ensure correct client	Fix
Appointment Form	Changed the clientID linking to ensure correct client	Fix
Certificate Form	Changed the clientID linking to ensure correct client	Fix
Children Form	Changed the clientID linking to ensure correct client	Fix
Marriage Form	Changed the clientID linking to ensure correct client	Fix
Payment Form	Changed the clientID linking to ensure correct client	Fix
Mortuary Item Form	Changed the clientID linking to ensure correct client	Fix
Client Contact Log Form	Changed the clientID linking to ensure correct client	Fix
Preneed Agreement Form	Changed the clientID linking to ensure correct client	Fix
Preneed Request Form	Changed the clientID linking to ensure correct client	Fix
Venue Form	Changed the clientID linking to ensure correct client	Fix
Contribution Form	Changed the clientID linking to ensure correct client	Fix
Withdrawal Form	Changed the clientID linking to ensure correct client	Fix
Client Status Form	Changed the clientID linking to ensure correct client	Fix
Invoice Form	Changed the clientID linking to ensure correct client	Fix
Participants Page	Enabled Contact Fee Selection for Organist, Singer, RSL, Other	Fix
Appointment List	Improved refresh of appointment list when changes made (reload single row only)	Improvement
Appointment Form	Fixed View Client Summary button error	Fix
Appointment List	Coded Month View button for Appointment List	Improvement
Client Pages	Ensure changes are saved when navigating directly from data entry to toolbar button	Improvement
Fee Details	Redirected adding of fees from Price List to Fee Details Form	Improvement
Client List	Improved refresh of appointment list when changes made (reload single row only)	Improvement
Adding Contact Fees	Link to subtable/subID for more specific and reliable fee linking	Improvement
Client Summary	Enabled editing of notes from separate Client Summary form	Improvement
Funeral Type selection	Linked to automatically select Disposition Type	Improvement
New Client	Developed and coded new Form	Improvement
Client File Form	Create Client File details form	Improvement
Contact Log Page	Enhanced Delete Confirmation dialog	Improvement
Certification Page	Moved Certification Status and Primary Certificate	Improvement
Mortuary Trim Report	Re-coded for Clothing List, Valuables List changes	Improvement
Participants Page	Restricted removal of fees for selected contact to specific area only	Improvement
Certificate Form	Added Linked File functionality	Improvement
Certificate Page	Added Linked File functionality	Improvement
Login Form	Default to 'Administrator' instead of blank username	Improvement

Version 3.3.10 (October 2016)

Client Files	Fix issue when adding files already in client folder	Fix
First Call Page	Fix date default to today	Fix
Price List selection	Added Sort Order button to toggle sorting by Item code / description	Improvement
Viewing Page	Fixed issue when no viewing record exists - now auto-creates record	Fix
Price List Items	Preneed Tax Code option added. Preneed Notes added	Improvement
Preneed Agreement Form	Added Menu options for reports. Coded send Email option	Improvement

Version 3.3.9 (October 2016)

Client Details Page	Enforced Disposition Type selection must be valid from List and expand to 50 characters	Improvement
Service Page	Fix Adding Contact/Venue	Fix
Catering Page	Fix Adding Contact	Fix
Mortuary Page	Disabled auto-creating Item List upon load	Fix
Children Page	Disabled WordWrap on grid to fix multiple lines displaying	Fix
Marriage Page	Disabled WordWrap on grid to fix multiple lines displaying	Fix
Coffin Page	Fix Copying default coffin size	Fix

Version 3.3.8 (October 2016)

Signature Capture	Fixed updating signature file paths when client name/number changed	Fix
Appointment List	Fixes repeated double-ups of appointments	Fix
Appointment List	Fix vertical scroll bar not visible	Fix
Appointment List	Fix Delete Staff Leave not displaying Staff name	Fix
Coffin Page	Fix select Flag from List	Fix
Cremation Page	Fix Ashes Delivery Suburb and add State and Postcode fields	Fix
Preneed Agreement	Fix Null error on selecting Plan	Fix
Maintain Lists	Added Fund Products	Improvement
Preneed Agreement	Added 'Update Prices' functionality to update variable fees to current day pricing	Improvement
Signature Capture	Improve robustness when client name changed	Fix
Multimedia	Fixed Sort Order not automatically incrementing to New Music	Fix
Multimedia	Added Sort Order re-arrange buttons to Music List	Improvement
Multimedia	Fixed Music Length field linked to incorrect database field	Fix
Client Reports	Changed to display all reports if disposition type not selected from list	Fix

Version 3.3.7 (September 2016)

AutoCompletes	Added ability to include double quotes in search string + fix error	Fix
Coordination Calendar	Created and coded new Calendar view of Appointments	Improvement
AutoCompletes	Added ability to display second field in second column of search results (relevant to Music)	Improvement
Appointment List	Fixed refresh of list on Finish Date change	Fix
Change Log	Change Log Page added per Client via menu tree	Improvement
Fees Estimate	Added Permission restriction to View Cost Prices	Improvement
Fees Estimate	Added Default Display Cost Prices to Estimate List and Fee Details (options)	Improvement
Client Numbering	Added Numbering System option to number by branch	Improvement

Version 3.3.6 (August 2016)

Enquiry Form	Added ability for multiple Quotes	Improvement
Enquiry Form	Added Print and Email buttons	Improvement
Funeral Quotes Report	Coded new Funeral Quotes Report	Improvement
Enquiry Form	General Enhancements to functionality	Improvement
New Venues Page	Added Primary Service and Disposition summary sections	Improvement
Transfer Page	Fixed 'Object missing' error (Standard Edition only)	Fix

Version 3.3.5 (July 2016)

NameAddress Control	Add Close Database Connections to fix connection limit issue	Fix
AppointmentList Control	Add Close Database Connections to fix connection limit issue	Fix
FeesList Control	Add Close Database Connections to fix connection limit issue	Fix
TasksList Control	Add Close Database Connections to fix connection limit issue	Fix
AutoComplete Controls	Coded pages to use Close Database Connections to fix connection limit issue	Fix
Coordination	Enhanced Worksheet Summary Report	Improvement
Venue Form	Fixed issue with setting Service and Disposition Appointments	Fix
Enquiry Form	Fixed clientID linking issues	Fix
Client Folder	Changed extraction of client folder name to fix space issue	Fix
Client Files	Coded to handle slashes in Section Name (folder name)	Fix
Certificates	Revised Doctor selection/saving and fixed phone number not saving	Fix

Version 3.3.4 (June 2016)

Client Folder Name	Identified and fixed issue with extra space in Client folder name	Fix
Venues Page	Fixed issue with Contact Selection form not showing when location selected	Fix
NameAddress Form	Fixed Correspondence Middle Name not enabled	Fix
NameAddress Form	Added 'Place' field for Property names/Contacts	Improvement
System Options	Added option for Client Split Addressing or Combined Addressing	Improvement
Agreement Page	Changed Signature file names to Signatory 1 and Signatory2	Improvement
Notice Form	Changed deceased to dec'd; Added Known As; Added Disposal Venue details	Improvement
Appointment List	Fixed wrong Appt Type icon when no Appt Type selected	Fix
Appointment List	Fixed Select Resources from Side bar not working	Fix

Version 3.3.3 (June 2016)

Appointment List	Coded to display Appointment Address if no location name entered	Fix
Appointment List	Changed 'Private' icon	Improvement
Appointment List	Client Summary toolbar button now opens Client Summary form	Improvement
Coordination Dashboard	Fix field error message on Current Arrangements screen	Fix
GoogleConnect	Calendar Integration enhanced and tested further	Improvement
NOK Page	Fixed Photoframe area not being locked by default	Fix
Online Services Page	Fixed object error with Registration Date control	Fix
Transfer Page	Lock Appointment List when client is locked	Fix
Viewing Page	Lock Appointment List when client is locked	Fix
Catering Page	Lock Appointment List when client is locked	Fix
Client List	Fix hole where clients could disappear if they didn't have a service data record	Fix
Notice Form	Added 'Add Fee' button	Improvement
Contact Selection	Added option to use Full Price List instead	Improvement
Contact Selection	Coded to allow SubTable and SubID to be stored against selected fees	Improvement
Notice Publication Form	Added 'Delete Fee' button	Improvement
Notice Publication Form	Update Fee Description with Publication Date when closed	Improvement

Version 3.3.2 (May 2016)

Contact	Add 'Conflict Checking' option for appointment scheduling	Fix
Appointment Allocation	Changed Location to Contacts for scheduling conflict checking	Fix
Client Venues	Created new page/list/form for multiple venues	Improvement
Tasks List box	Made header dynamic based on Task Status. Coded to allow tasks to be tagged to specific records. Eg: Client Venue	Improvement
Fees List box	Coded to allow tasks to be tagged to specific records. Eg: Newspaper notice	Improvement
Invoice Page	Changed Invoice List to order by Invoice Date, Invoice Number	Improvement
Client List	Added Invoice Number to Fees Column where an Invoice exists	Improvement
Online Services Page	Fixed Registration Date not saving	Fix
QLD eRegistration	Coded to automatically save Registration Date and current user	Improvement
Staff Details	Coded to select/remove Linked Login	Improvement
First Call Sheet	Re-coded Existing Names Match to display ALL matches rather than just first match	Improvement

Version 3.3.1 (April 2016)

First Call Sheet	Unit Number/Street Number added to Caller, Death Address, Signatory	Fix
Client Invoice Form	Unit Number/Street Number included in Address	Fix
Client Payment Form	Unit Number/Street Number included in Address	Fix
Copy Address	Re-coded on all pages to include Unit Number/Street Number/Phones	Improvement
New Client Form	Fixed to save selected Branch. Also save branch to Preneed	Fix
Notices	Changed page to display list of Notices. Changes to be made in Notice Form	Improvement
Participants Page	Fixed Selecting RSL Service Person	Fix
Participants Page	Fixed error when changing Contact, new Contact not saving	Fix
Catering Page	Fix Fees List adding/editing fees not working	Fix
Notices	Fixed issue with $0.00 Fees being overwritten rather than new fee added	Fix
Marriage Form	Changed Marriage Country to AutoComplete/Select from List	Improvement
Birth Details	Changed Birth/Orgin Country to AutoComplete/Select from List	Improvement
Preneed Page	Added Referral Source details	Improvement
Appointment	Fix saving of contactID	Fix

Version 3.3.0 (March 2016)

Name/Address Form	Created new form for editing Name/Addresses	Improvement

Client Details Page	Residential Address -> added Unit Number, Street Number + Country	Improvement
First Call Page
Next of Kin Page
Transfer Page	Converted to Appointments List	Improvement
First Call Sheet	Changed Transfer From to Contact selection rather than Location selection	Improvement
Venue 1	Changed Location Name to Contact selection rather than Location selection	Improvement
Appointment Details	Changed Location Name to Contact selection rather than Location selection	Improvement
Client Reports	Fixed Direct Print (with no Word Preview)	Fix
Client Details	Shifted Referral Source to First Call Page	Improvement
Admin

Version 3.2.46 (March 2016)

Client Preneed Agreement	Added 'Converted Date'	Improvement
Client Contact Log	Fix Issue with wrong data	Fix
E-Registration	Added 'Registered Date' field	Improvement
Client Numbering	Added Financial Year Incremental option / include Year in Client Number option	Improvement
New Client	Fixed issue with opening client from the New Client window	Fix
Contact Log	Added button to main toolbar (always visible). Fixed issue with pre-selecting client	Improvement
Staff List	Fixed bug with Staff Task button duplicating on Staff Toolbar	Fix
Contact History	Defaulted Filter Dates to prior month	Improvement
Client Details	Added 'Stillborn' option to deceased details	Improvement

Version 3.2.45 (Feb 2016)

Client Log Entry	Separated Phone/Email fields and added Email functionality	Improvement
Client Details	Changing Client Status now refreshes immediately	Fix
Preneed Fees	When adding fees in Pre Need, list now appears allowing fee to be attached to specific Preneed quote/agreement	Improvement
Price List	Changed linked Inventory items to display Inventory item name	Improvement
Coffin Fee	Fixed Inventory Tracking screen incorrectly activating on deletion of coffin fee	Fix
Client Files	Added Client Section to categorise files and separate into folders	Improvement
Client Reports	Added Client Section to enable PDF file categorisation	Improvement
Options	Changed Client Reports to separate Form	Improvement
Fee Details	Added ability to select/change/remove Fee Template	Improvement
Disbursements Summary	Re-designed to use separate list of providers to improve loading/use	Improvement
Client List	Added Arranger Name as new column	Improvement
Price List Item	Added Invoice Description field	Improvement
Contact Details	Added 'Provider' flag for Contacts that provide chargeable services	Improvement
Disbursements Management	Added Grouping to Provider List and filter list by 'Provider' flag	Improvement
Funeral Notices	Created new Client Notice form with enhanced features	Improvement
First Call Form	Adjusted to make Autopsy Ordered/DeathCertIssued mutually exclusive	Fix

Version 3.2.44

Online Services Page	Changed Registration Staff to selectable/editable	Improvement
Fee Details	Added Disbursement Paid Date	Improvement
Finance Dashboard	Revised Disbursements management	Improvement
Enquiry Screen	Finished coding new screen	Improvement
Options	Added functions to auto-add default reports/Check file paths	Improvement
Client Log Entry	Separated Phone/Email fields and added Email functionality	Improvement

Version 3.2.43

Options	Fixed Signature Capture method not saving	Fix
Client List	Change Client Name to Red with notation of [Private] for private venues	Improvement
Client Details	Added red Private box to alert to Private venue status	Improvement
FS Email	Improved Email handling/creation	Improvement
Invoices Page	Fixed position of Task Checkbox	Fix
Client Reports	Created Account Summary Report	Improvement
Preneed Page	Added Solicitor Suburb/State/Postcode	Improvement
Preneed Page	Re-added Preneed Arrangements Date	Improvement
Preneed Page	Changed Suburb and Relationship fields to Auto-complete controls	Improvement
Preneed	Created Specific Requests List	Improvement
Inventory	Added 'Active' checkbox	Improvement
Options	Added 'Show Contact/Location Fees on Price List selection by default' options	Improvement
Tools	Added Database Backup option	Improvement
Tools	Added Database Optimize option	Improvement
Appointment List	Now Displays unallocated appointments (with question mark & grey colour)	Improvement
Email	Re-coded email module for reliability and functionality	Improvement
Client Summary	Removed text from behind grids and removed scroll bar	Improvement

Version 3.2.42

Arrangement Page	Change to Appointment List	Improvement
Signatory Page	Create separate Signatory Page	Improvement
Agreement Page	Added Second Signatory, Second Agreement & Account Terms. Made date selectable	Improvement
System Options	Added option for second Signatory	Improvement
Copy Address List	Added Second Signatory, Correspondence To options	Improvement
Fee Details	Fixed price label for Confirmed Prices	Fix
First Call Sheet	Copying to Caller to NOK now includes mobile number	Fix
NOK Page	Change Send Email to new FSEmail system	Improvement
Fee Details	Allow direct Item Code changes if permissions granted	Improvement
Fee Details	Added Invoice Description field	Improvement
Fee Details	Added Multiple Quantities/Unit Price fields and functionality	Improvement
Fee Details	Replaced Invoice and Payment with Autocompletes	Improvement
Price List Item	Added Single Unit Price feature	Improvement
Client List	Added Fees Status Column (estimate/confirmed)	Improvement
Fees Page	Enlarged Confirm All Fees/Change to Estimate button	Improvement
Preneed Fee Details	Saving changes issue fixed (after selecting from list)	Fix
Preneed Page	Removed Plan and Fund Frames (replaced with Preneed Agreements)	Improvement
Preneed Agreement	Added Advanced button to add all unattached quote fees to agreement	Improvement
Arrangement Page	Re-enabled Date Signed and Agreement signed checkbox	Fix
Actions Menu	Coded 'Send Email' for general emailling	Improvement
Client Files	Added 'Email File' button which creates email messages and attaches file	Improvement

Version 3.2.41

Client Payment	Added Email Address	Improvement
Notices Page	Added Notes field	Improvement
Preneed Agreement	Agreement Conversion Form	Improvement
Preneed Agreement	Monthly calculator	Improvement
Client Status	Preneed Agreement Conversion included	Improvement
First Call Screen	Layout Re-designed	Improvement
First Call Screen	Multiple Certificates enabled	Improvement

Version 3.2.40

QLD e-Registration	Fixed crashing issue	Fix
Client Summary	Added notes editing ability from Notes summary page	Improvement
Ashes Entry	Enhanced form with extra fields	Improvement
Ashes Register	Prevented duplicate entries for clients	Improvement
Ashes Register	Fixed Deceased Name Search	Fix
QLD e-Registration	Added validation to handle blank Delivery First Names	Improvement

Version 3.2.39

e-Registration	Changed from dll to external program allowing easier updating	Improvement
e-Registration	Attached to Regions to allow multiple region e-Registrations in future	Improvement
e-Registration	Client Toolbar button now has drop-down for any enabled Regions	Improvement
CC Death Certificate	Added Informant section (if blank, Family Representative used)	Improvement
QLD e-Registration	Adjusted code to Region-based e-Registration	Improvement
QLD e-Registration	Fixed ERegistration Files Path	Improvement
QLD e-Registration	Added Relationship Type to each marriage (BDM requirement)	Improvement
Catering Page	Added (Qty @ Unit Price) to Fee Descriptions when changed	Improvement
Multimedia Page	Added (Qty @ Unit Price) to Fee Descriptions when changed	Improvement
Client Summary	Fixed Fees Summary -> Disbursements list loading	Fix
Client Summary	Added Notes Summary Page	Improvement

Version 3.2.38

Appointments	Added GoogleConnect functionality to deleted appointments	Improvement
Staff Leave	Added GoogleConnect integration to Staff Leave events	Improvement
Google Connect	Revised and added staff leave functionality	Improvement
Google Connect	Added Reauthorise Google Account functionality	Improvement
Staff Leave	Changed Staff to Autocomplete and added date checks. Revised colour scheme	Improvement

Version 3.2.37

General Reports	Added Search functionality	Improvement
Flag Use Report	New report for monitoring flag usage	Improvement
General Reports	Added Report Category/Grouping	Improvement
Client Reports	Added Report Category/Grouping	Improvement
Coffin Page	Changed Flag Name to Auto-complete. Added 'Flag Required' checkbox	Improvement
CC Death Certificate Page	Selection of Certificate Type now triggers linked fee directly	Fix
Fees Estimate Page	Actions menu -> Fixed Set Price Groups	Fix
Mortuary Page	Default Clothing Arrival Date to today's date if date if empty	Fix
Lists	Sort Order added to sort most lists alphabetically	Improvement
Invoice Page	Fixed Blank Invoice Creation (caused by Venue 1 Date change)	Fix
Finance Dashboard	Added 'From' Date filter to Uninvoiced Clients list (also includes No Service Date)	Improvement
Client Details	Added checkbox on name change to prevent auto-capitalization	Improvement
First Call Screen	Added checkbox on name change to prevent auto-capitalization (near notes)	Improvement
Funeral Directors Sheet	Added Children details. Removed Interment/Cremation section	Improvement

Version 3.2.36

Price List	Fixed Price List loading 3 times on display	Fix
Select List	Removed OK as default option for Enter button	Improvement
Activities Dashboard	Fixed Staff Status list not displaying first line on load/refresh	Fix
Ashes Instructions	Changed to customizable auto-complete list	Improvement
Fees Estimate	Added permission settings for Delete Fee and Fees Actions Menu	Improvement
Fee Details	Fixed selecting Disbursement Provider on new Fee	Fix
Client Invoice	Implemented Create/Delete/Edit Permissions	Improvement
Client Payment	Implemented Create/Delete/Edit Permissions	Improvement
Invoices Page	Dynamically sized Invoice List	Improvement
Payments Page	Dynamically sized Payments List	Improvement
Fees Estimate	Enabled Confirm Fee and Not Confirm Fee buttons	Improvement
Fees Estimate	Allow multiple selection via Ctrl button and spacebar	Improvement
Client List	New Sorting options - Service Date, Descending, etc	Improvement
Client List	Label added to describe filters	Improvement
Client List	Added search by Date of Death & Service Date (fixed)	Improvement
Certificate Form	Added Customisable Doctor Type drop-down	Improvement
Certificate Form	Coded Certificate Linked Fee	Improvement
Certificate Form	Link Certificate status to Task Status	Improvement
Certificate Form	Deleting Certificate now deletes associated report, task and fee	Improvement
Multimedia Music	Changed Play Schedule to customisable list	Improvement
Multimedia Music	Added Play Order	Improvement

Version 3.2.35

Maintain Lists	Added Marital Status to available lists	Fix
Cremation	Ashes Activity Log added	Improvement
Fee Template Selection	Fixed ability to select/deselect fee items	Fix
Fees Estimate	Fixed Error on Overall Fees Confirmation button	Fix
Multimedia	Fixed error when linked price item not found	Fix
Client Numbering	Added Prefixes, Suffixes, Incrementing Systems and Conversion options	Improvement
First Call Sheet	Hide Place of Death when selecting Residence or Other	Fix
First Call Sheet	Remove 'Email to Caller' option	Fix
Multimedia	Moved 'Played' column to first column position	Improvement
Contact Log	Added Grid headers grouped by Category	Improvement
Contact Log Entry	Removed ampersand from Auto-Task description	Fix
Branches	Added 'Active' option to handle deactivated branches	Improvement
Options	Added expanded Client Numbering Section	Improvement
Options	Added Branch List page	Improvement
Options	Added option to copy Preneed Instructions to Arrangement Notes when Pre Need Converted to At Need	Improvement

Version 3.2.34

Loading Form	Shifted to display only over main FuneralSoft window (multiple monitors)	Improvement
Coordination Appointment List	Fixed Sort Order of days when displaying multi-day view	Fix
GoogleConnect	Created Google Calendar Integration Addon	Improvement
Appointments	Improved Calendar Integration Triggers on appointment changes	Improvement
Options	Added company BSB and Account Number	Improvement
Death Certification	Fixed error on adding first certificate	Fix
NOK	Added option to show/hide Photoframe details	Improvement
Maintain Lists	Certificate details enhanced to included linked Report, Contact & Fee	Improvement

Version 3.2.33

Client Invoice	Advanced option to manually set Transfer Status	Improvement
Client Task Form	Defaulted Due Date/Time to current	Improvement
Client Preneed Withdrawal	Further coding to enable	Improvement
Client Preneed Agreement	Further coding to finish/improve functionality	Improvement
Client Log Entry	Linked Category to Task -> Client Section	Fix
Venues Page	Added advanced option to create venue appointments	Fix

Version 3.2.32

Client Reports	Printing individual Invoices, Newspapers or Receipts can now be selected from Print Reports screen	Improvement
Options	Added option for Client Report to require Sub-table selection for specific records	Improvement
Client Report	Fixed marking of printed reports as 'completed'	Fix
Maintain Lists	Marked Inactive items with strike-through and words	Improvement
Select List - Price List	Enabled searching by Item Code when selecting from Price List	Improvement

Version 3.2.31

Client List	Fixed loading windows not closing on branch change	Fix
Inventory	Fixed inventory item selection on deletion	Fix
Client Details	Automatically remove spaces from beginning and end of name fields	Improvement
Inventory List	Coded Actions form	Improvement
Client Invoice	Fixed Discount and Account Terms Autocomplete - Remove Item	Fix
Discounts List	Coded for multiple discount scenarios under each discount offer	Improvement
Client Invoice	Swapped Account Terms and Discount Offer boxes	Improvement
Account Terms List	Added an optional Linked Discount Offer option	Improvement
Client Payment	Discount changed to automatically determine Qualifying Discount	Improvement
Client Payment	Added Available Discount List	Improvement
Fees Estimate	Revamped Page and expanded columns.	Improvement
Fees Estimate	Added New Fee facility	Improvement
Fees Estimate	Added Actions Menu and bulk fee selection	Improvement
Maintain Lists	Estimate Categories - Added Sort Order	Improvement

Version 3.2.30

Options	Fixed Linked Reports not saving	Fix
Invoice Report	Fixed Printed Invoice not saving to PDF/Client Files location	Fix
Receipt Report	Fixed printed Receipt not saving to PDF/Client Files location	Fix
Client Files	Enhanced user interface and added advanced features	Improvement
Notices	Fixed Contact Fee Selection not inserting correct fee	Fix
Audit Log	Fixed Current User name not added to Audit Log	Fix

Version 3.2.29

Client Details	Modified to be more relevant to Preneed files	Improvement
Client Details	Replaced old selection boxes with Auto-completes	Improvement
Auto Close Clients	Moved to database settings and recoded for reliability	Improvement
Auto Close Clients	Changed from First Call Date to Date of Death and included Service Date	Improvement
Change Client Status Window	Updated Change Client Status window	Improvement
Options	Changed Linked Reports to a list	Improvement
Options	Added Search function on Client Reports page	Improvement
Mortuary Page	Re-arranged Clothing Section and added Clothing Destination	Improvement
Preneed Agreement	Added Agreement Number, Signed By, Signed Date, Consultant fields	Improvement
Preneed Quote	Grouped by Agreement	Improvement
Preneed Instructions	Shifted Specific Requests back to Preneed Instructions section	Improvement
CC Death Certificate	Fixed Fee selection error when selecting DC Type	Fix
Notices	Fixed Fees going to incorrect Notice Publication	Fix
Fee Details	Fixed Add Contact ability	Fix
Fund Contribution	Added Receipt Number	Improvement

Version 3.2.28

Fee Templates	Fixed erroneous deletion of all template fees when fee template changed	Fix
Funeral Types	Fixed erroneous deletion of all template fees when fee template changed	Fix
Ashes Register	Coded Ashes Register and Ashes Entry Forms	Improvement
Fee Template Item	Fixed selection of Fee Type not displaying list	Fix

Version 3.2.26

Fee Template	Removing Fee Template from Fees Estimate delinks associated fees properly	Fix
Client Payment	Cancel button now prevents adding new Payment when pressed	Fix
Client Invoice	Cancel button now prevents adding new Invoice when pressed	Fix
Viewings	Improved Location Name selection and grid refresh	Fix
Viewings	Added ability to add new Locations to Location List (add button on AutoComplete)	Improvement
Various Pages	Address field boxes height increased to display two lines	Improvement
Fees	Prevent deletion of Invoiced fees	Improvement
Fees	Warning on saving Fee changes if fee is invoiced	Improvement
Preneed Quote	Fixed Payments Total to reflect Fund Contributions Total	Fix
Fee Types List	Fixed Deleting Fee Type	Fix
Fee Template	Fixed deletion of ALL clients associated fees when removing/changing template	Fix
Fees Estimate	Added Grouping level for Template packages	Improvement
Client Invoice	Added Grouping level for Template packages	Improvement
Service Venues	Added Advanced section to manually change/set Primary Service Date	Improvement
Multimedia	Added Length and Source to Music	Improvement
Lists	Added Music List to Maintain Lists	Improvement
First Call Sheet	Fixed Saving First Call from loading all clients in list	Fix
Various	Improved loading time of Client List after certain functions. Eg. First Call	Improvement

Version 3.2.25

Price List Item	Added Linked Inventory Item to trigger Quantity tracking when fees selected	Improvement
Fee Item	Coded to increase inventory quantity if quantity tracking enabled	Improvement
Parents	Set max length for all fields	Fix
Bereavement Care	Fixed refresh of list after deletion	Fix
Payment	Fixed Fund Name not appearing	Fix
Marriage Page	Fixed Marital Status Autocomplete/select from List	Fix

Version 3.2.24

Client List	Clearing search box after a client is opened	Improvement
Client Menu	Dynamically re-building client menu when client disposition or status changed	Improvement
Client Menu	Added options to filter menu by disposition type and client status	Improvement
Client List	Changed Preneed List to be results based only	Improvement
QLD Form 4	Compressed Address Lines to prevent 2 pages	Improvement
Client List	Displayed Loading Screen for At Need List	Improvement
Client List	Added 'Enquiry' Client Status	Improvement
First Call Sheet	Added 'Enquiry' Client Status	Improvement
Client Details	Added 'Imported Client' and 'Allow Import' fields	Improvement
Client List	Fixed Searching by Date of Death	Fix

Version 3.2.23

Certification Page	Redesigned and coded a New Certification Page	Improvement
Certificate	Added a Client Certificate Form	Improvement
Certificate	Added Certification Method which also triggers linked Certificate	Improvement
Certificate	Linked Medical Doctors, Report, Task and Contact to Certificate	Improvement
Client Payment	Revised edit mode to prevent record locks	Improvement
Client	Fixed Save Changes to Client when clicking Toolbar buttons	Fix
Client	Added Concurrent User checking to Client, Invoices and Payments	Improvement
Disbursement Summary	Added Branch to Disbursements List	Improvement
Fund Contributions	Added Fund Contributions Page	Improvement
Client Payment	Changed Edit mode to prevent record locking	Improvement
Client Payment	Added ability to clear invoice selection	Improvement
Client Invoice	Changed Edit mode to prevent record locking	Improvement
Client Task	Changed Edit mode to prevent record locking	Improvement
Client Log	Changed Edit mode to prevent record locking	Improvement
Localities	Changed from Upper Case to Lower Case (Proper Case)	Improvement

Version 3.2.22

Contact Log	Change Type and Category to Auto-complete	Improvement
Maintain Lists	Added Contact Log Categories and Contact Log Types	Improvement
Contact Log	Fixed Email field matching	Fix
Contact Log	Added related peoples drop-down to Contact Person	Improvement
Contact Log	Added missing Time field	Fix
Contact Log	Added Confidential and Phone/Email fields	Improvement
Client Summary	Fixed Task List not displaying	Fix

Version 3.2.21

Price List Groups	Added ability to add Price List items to groups based tagged to branch	Improvement
Finance Summary	Revised and improved functionality of Disbursements Summary page	Improvement
Fee Details	Added Auto-completes for most Select from Lists	Improvement
Fee Details	Added Price Group	Improvement
Invoice	Added Grouping by Category and Sorting by Sort Order	Improvement
Children	Added Clear button to From Marriage field	Improvement

Version 3.2.20

Client Details	Added validation to remove spaces after deceased name	Improvement
Arrangement	Added validation to remove spaces after signatory name	Improvement
QLD Form 8	Added Children Middle Names	Improvement
QLD eRegistration	Added Children Middle Names + fixed phone number format	Improvement
Client List	Coded bulk auto-close clients function from Actions menu	Improvement
Payment	Enhanced record-locking/preventing multiple edits	Improvement
Payment	Fixed Balance Due not excluding Waived Fees	Fix
Repatriation	Coded to set Transport Date as official Service Date	Improvement
Maintain Lists	Fixed Add for Multimedia Items and error on Multimedia selections	Fix
Mortuary Page	Extended length of field To Be Dressed In and added Clothing Notes	Improvement
Price List Groups	Added Price List Groups for Fee Analysis Grouping	Improvement

Version 3.2.19

Preneed	Removed Quote Date to fix Date saving issue	Fix
Multimedia	Refresh Fees list after adding/editing multimedia items	Fix
Options	Added file type .dotm to Client Reports to allow newer Template files	Improvement
Fee Details	Added Sort Order field	Improvement
Client Details	Added Clear DOB and Clear DOD buttons to clear date fields	Improvement
Viewing	Added explicit Viewing NOT required field and changed checkboxes	Improvement
Multimedia	Added Arrangers Instructions field	Improvement
Client Details	Added 'Last Name at birth' field	Improvement
Marriages	Added 'Marriage Status'	Improvement
Children	Added 'Middle Name' and 'Last Name' fields	Improvement
Parents	Added 'Father Last Name at DOB' and 'Mother Last Name at DOB' fields	Improvement
Client Details	Added 'Aust Arrival Date' field	Improvement
Payments	Added 'Fund Payment' checkbox	Improvement

Version 3.2.18

Multimedia	Fixed Error when Delete Music item clicked	Fix
Preneed Report	Coded/Designed Preneed Funeral Plan report	Improvement
Multimedia	Changed Price in List to be Tax Inclusive	Fix
Print Clients Report	Fix Error when printing Receipt or Notice	Fix
Notices	Show Contact button now working	Fix
Preneed	Fixed field linking incorrectly	Fix
Preneed	Fixed error on selecting Consultant	Fix
Preneed	Set max length fields on text boxes	Fix
Preneed	Added Contributor Email field	Fix
Payment Form	Added Payment Method Details for Cheque/Card etc	Improvement
Payment Form	Added 'Deduct Fee' discount mode as an option	Improvement
Options	Added Default Discount Mode as an option	Improvement
Notices	Improved Adding a newspaper and fixed errors	Fix
Preneed	Added Contributor Mobile and Email to Copy Address function	Fix
Coffin	Fixed Auto-Complete not showing complete list (cut-off)	Fix
Service Venues	Changed Reserved Seating to text format	Improvement

Version 3.2.17

Multimedia	Fixed Linked Fee and added Quantity and Unit Price	Fix
Multimedia Selection	Display Multimedia item is single item selected	Improvement
Tax Codes	Expanded Tax Code field from 5 to 7 characters	Improvement
Tax Code List	Fixed Adding new Tax Codes	Fix
Multimedia	Expanded Deletion code to include associated Task and Fee	Improvement
Invoice	Default to today's date if not date source selected	Improvement
Fee Template	Added 'Waived' option to Placeholder fees (for fees included in packages)	Improvement
Preneed Quote	Added 'Waived' option to Placeholder fees (for fees included in packages)	Improvement
Fees Estimate/Invoice	Updated 'Waived' icon	Improvement
Client	Added Approximate DOD and Date of Death 2 fields	Improvement
Client List	Added Branch Name to Client List	Improvement

Version 3.2.16

Interment	Fixed Autocompletes not intializing/binding correctly	Fix
Price List selection	Changed to exclude Contact and Location fees by default	Improvement
New Price List items	Defaulted to Tax Inclusive (checkbox)	Improvement
Notices	If displaying price list, filters by Notice Fee Type
Fee Details	Unconfirm Fee allows price editing	Fix
Select List	Fixed Clear Search button	Fix
Client Reports	Fixed cursor focus to search on opening window	Fix
Coffin Page	Replaced Coffin Name box with Auto-complete	Improvement
Coffin Page	Replaced Staff box with Auto-complete	Improvement
Arrangements Page	Initialize Date Signed box to todays date if no date exists	Improvement
Mortuary Page	Replaced Staff box with Auto-complete	Improvement
Maintain Lists	Added Payment Types	Improvement
Payment Types	Changed Surcharge to link to Price List Fee	Change
Payment Screen	Altered code to handle linked Surcharge Price List Fee	Change
Preneed Quote	Improved functionality of Quote Fee form	Improvement
Preneed Quote	Added 'Excluded Price' option and coded to skip excluded fees on conversion	Improvement
Preneed Page	Redesigned Page layout	Improvement
Preneed Page	Coded to allow multiple Preneed appointments	Improvement
Preneed	Added Preneed Plans	Improvement
Contact Selection	Fixed Error with invalid column and ability to double-click fee items	Fix
Inventory Configuration	Added Outer and Inner Coffin/Casket measurements	Improvement
Coffin Page	Coffin measurements auto-inserting from Inventory Configuration	Improvement
Notices Page	Replaced Newspaper name box with Auto-complete	Improvement
Notices Page	Improved refresh of grid when details change	Improvement
Copy of Death Certificate	Added DC Notes	Improvement
Appointment	Fixed bug when adding staff before Date/Time	Fix

Version 3.2.15

Payments	Reflect surcharge % and dollar amount when prompted	Improvement
Invoices	Prompt to delete or retain linked Payments when deleting an Invoice	Improvement
Invoice Report	Fixed issue with Fee Categories after Less Discounts not displaying on Invoice	Fix
Invoice Report	Fixed italics formatting after a Waived item affecting further items	Fix
Invoice Number	Fixed issue updating Invoice Numbers when Client Number is text	Fix

Version 3.2.14

Appointment	Recoded loading/saving to enhance stability and fix date/time bug	Fix
Staff	Added Middle Name	Add
Coordination Summary	Started redesign of Lists Page	Add
Toolbars	Fix Delete icon on toolbars	Fix
Appointment Conflict	Changed to only display if items exist	Improvement

Version 3.2.13

Invoice List -> Fees Status	Reflected accurately on Finance Summary -> Invoice List	Fix
Fees Estimate -> Fees Status	Fixed fees status from showing status from last opened client	Fix
Payment Surcharge	Fixed bug adding surcharge to selected Invoice	Fix
Default Discount Offer	Fixed setting under Options	Fix
Default Account Terms	Fixed setting under Options	Fix
Contact Fees	Prevented adding Linked Price List fees twice	Improvement
Place of Death	Changed Max Length to 200 on Details Page and First Call Sheet	Fix
Venue 2	Fixed selection of Contacts error	Fix
Mortuary Items	Fixed issue with displaying Items	Fix
Client Details -> Place of Death	Fixed issue with Residence Place of Death not saving	Fix
New Appointments	Fixed new appointments automatically set to current date/time	Fix

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