This release includes the following enhancements:
- Enhanced Client Search
- Additional Filtering Options for Client Notes
User: Client Search
With this enhancement, an officer can now use a partial name to complete a client search. For example, typing in “and” in the name field will return “Anderson” and “Hernandez”.
Client: Notes
In addition to the existing date filter, the Client Notes list can now be filtered by the activity type and or the contact type. This redesign has added a search field to allow an officer to filter by a key word or words and also pin notes to the top of the list for quick reference.
Feedback
As always, please contact SCRAM Systems Customer Services with any recommendations for system improvements.