v0.14.16
Saved Views for Clients, Appointments, and Staff
This release introduces Saved Views, a way to save your own filtered and sorted lists of clients, appointments, and staff, and share them with your team. It also makes inviting staff and clients smoother and easier to follow, with clearer guidance at every step.
Funzionalità
- Saved Views for clients, appointments, and staff: create your own filtered, sorted lists and save them as reusable views, in a list, split, or board layout.
- Private or shared views: keep a view to yourself or share it with specific roles on your team, and pin your favourites to the sidebar for quick access.
- Filters, columns, and sort at a glance: the toolbar shows exactly which filters, columns, and sort order a view is using, and highlights anything you have changed since it was last saved.
- Select and act on multiple records: select records in a view to create tasks for all of them at once, or export exactly the ones you picked.
- Guided invitations: inviting a staff member or client now walks through clear steps and ends with a summary of what happens next.
- Invite from a person's detail page: the invite action is now available directly from a staff member's or client's own page, not only from the list.
- Pending invitations at a glance: the Invitations page again shows how many invitations are waiting in each tab.
- Login-lock status and unlock: the staff detail page shows when a staff member's login is locked and lets authorised staff unlock it.
Sicurezza e affidabilità
- Tighter access to staff details: staff information is now shared only with the level of detail each viewer is authorised to see.
- Safer handling of text entries: custom text fields are cleaned and checked more consistently before being saved, reducing the risk of malformed data.
- Conflict-safe record updates: when two people update the same record's status at the same time, the system now prevents one change from silently overwriting the other.