Updates
The system undergoes a major update three times a year, known as an update cycle. Within each 4 month cycle, you can set your replica systems (test and training) to update from day 1, and your live system from day 15. This gives you time to familiarise yourself with new features before they go live.
Below is details of the release cycles.
- *The earliest date is the first working day from the start of the cycle.
Major release are represented with a release number; example being 964.
In addition to the major releases you will also receive minor releases, which are updated typically once per week. These are represented by a release letter 956g. We will publish webinars for each major release which will contain more information about the release and how the changes might affect you. These changes will also be listed in the Help section of your system, under the System Updates section.
Contents
June 2023 Release
Will include the following:
- Improvements to Action List
- Extension Databases can be exported/imported
- Additional 2-Factor Authentication options
- Date Pre-sets on Reports
- Blue Folder Enhancements
- Batch SMS Improvements
- Expanded options for See my own clients
- Yellow Person look up
- Menu improvements
- Branch selector on reports
March 2023 Interim Release
An interim release which includes improvements to the following:
- Uploading more than one document at a time
- Enhancements to Extension Database fields
- Improvements to the Blue Folder look up function.
February 2023 Release
A 2-part video of updates in the February 2023 release.
Part 1
- Improvements to the search function
- Referral / Case edit (allocating workers)
- Classification codes
- KPI Reports
- Group Access options for Export to Spreadsheet
- User list
Part 2:
- Changes to allocating workers on roster module
October 2022 Release
Changes include improvements to the relationships function, membership options, password rules, email address as login.
June 2022 Release
Changes include improvements to the Action List, Terminology updates, Case Manager improvements, Project set up and KPI report enhancements.
February 2022 Release
Changes include new screen layout, a brand new overview page for your records and minor changes to the data extraction tool.
October 2021 Release
Changes include: New layout of client record, new way to add relationships, Extension Database changes, new way to record time
June 2021 Release
Changes include: Project set up meaning you can now remove the Referrer option from the Record a Contact screen. User Communication, meaning you can add options how you receive communications from us (Dizions). Pending Referrals; changes to the way you search for a client when importing web referrals.
