Client Portal Release Notes

External Sharing Link Feature Updates:
– Phone number is auto populated on file sharing popup.
– OTP via email- subject fixed to ‘OTP for Client Portal Login’.
– Email validation is fixed and working as expected.
– Email address overlap issue is fixed.

External Sharing Link Feature Updates:
– Request of acceptance checkbox is added on external file sharing popup in case files.
– Loader icon is added on the confirmation pop up once the sender share a file via email.
– Encryption text image is appearing as background when user views the file.
– Added message at the bottom of the popup to display link expiration time.
– Receiver name and email field is storing previously used data and is appearing in the dropdown suggestions.

– Appropriate validation message appears when user tries to reset password without entering the old password.

External Sharing Link Feature Implemented – now user can share files and record to external user via Email link that is OTP protected with sharing rules in place on time limits on how long the link is active and available.

Fixes
– Concurrent user limit issue is fixed. When user does ‘Login As’ from super admin, that login is not counted.

Global Search:
– User is able to search invoice form record.

Labels are updated for the below forms on search result lists:
a.  Email
b. Notepad
c.  Timesheet

Fixes
– Common login issues are now working when users use common Zinatt URL.

Tenant Specific Fixes:
– Added a PDF & Word export option in a grid three-dot menu.
– User activity log menu: User activity log grid shows now instead of audit trail grid.

Fixes
– All forms – When uploading multiple files at the same time, all files are getting saved in the form.
– Case Files: The popup that appears when uploading documents, under case files has been removed.

Fixes
– Notes fields are now working in all forms.

Fixes
– Under role assignment cases are now showing.
– Address form: Under zip code form, state field and city field values will load faster.
– Timesheet form: Under address form, when user is adding any data in state, city and zip code previously added data will show quicker when a user tries to create new record.

Fixes / Enhancements
– Added the 3 dot button for print to the TOP BAR ICONS under permissions.

Fixes / Enhancements
– When user opens clock in and after entering data, when the user clicks on save, it shows a message of “Please enter some data”.
– If two tenants share the same email ID the system updates the email for one of them.
– Chat section will now be showing any cases if users are logged in under same account.
– Added eyeball on login screens, and password fields in forms.

Fixes/ Enhancements
– Placement of eyeball wherever password fields are there under social accounts, people (email) and login screens.

Fixes/ Enhancement
– Reset Password from main tenant is fixed.
– Case File: Bulk file upload.
– Edit note is now functional under case management.
– Gmail login is hidden from my settings
– System role is now enabled under users screen.
– Colored status and button in notepad.
– Chat section is functional now.
– System role is now enabled under users screen.
– Login count is now disabled from the detail screen, only displayed on a grid showing concurrent logins of that particular user.
– Import permissions are functional.
– Fixed issues under chat section.
 – Administrator: Department/Client forms – Permissions are enabled.
– Forgot password screen with ENTER resets the screen without request was submitted is now fixed.

New Features:
Email information:
– Updated button UI in email notification.
– Updated phone number & added Terms & Conditions.

Fixes/ Enhancement:
– Email notification is working in case of new user registration.

New Features:
– Backup Email setup: ALL Emails will be sent to support email as BCC.

Fixes/ Enhancement:
Reset Password:
– On reset password, it will not open a separate window
– Reset password is working with URL issue fixes
– Email notification issue fixed in case of new user registration

Fixes/ Enhancement:
– Fixed duplication of role permission under admin.

Known issues:
– Issues with latitude and longitude field on address form.
– Bulletin form- cases is not showing up on the bulletin form under case dropdown.
– Need to update content and template of OTP email.
– Global search- For some of the special character user is not able to search data in Global search.
– Chat Server is not working.

New Features:
– Email: Added status dropdown in email form.
– Email: Information Pop-up will show up after doing hover over status option.
– Security feature: database encryption.

Fixes / Enhancements:
– Notepad: Exported file will show record data.

Known issues:
– Issues with latitude and longitude field. on address form.
– Bulletin form- cases is not showing up on the bulletin form under case dropdown.
– Need to update content and template of OTP email.
– Global search- For some of the special character user is not able to search data in Global search.
– Chat is Server is not working.

Fixes / Enhancements:
– Case Management Form: Claimant data is now showing up on the form and in the grid.
– People Form: After importing, data is getting displayed under roles column in the grid.
– Phone Form: In Import mapping screen phone number details field is removed.
– Email Form: Pop-up is showing up after hovering over any status under status dropdown in the grid.
– Email Form: In edit mode status dropdown is showing now.

Known issues:
– Issues with latitude and longitude field.
– Bulletin form: Cases is not showing up on the bulletin form under case dropdown.
– Global Search: For some of the special character user is not able to search data in global search.
– Notepad Form: While exporting notes it is showing CSS code.
– Chat is server has restart issues.

New Features:
– Added login count column under user grid to show login count of users.
– Added a feature to deliver email to all Qtis users during scheduled downtime.

Fixes / Enhancements:
– Removed the export feature from timesheet report form.
– File child embed: Getting error while uploading file without description.
– User needs to click two times on upcoming event bubble to open it.
– Login page: Removed errors that were showing up in the console for login page.
– User Form: Data is not showing in grid.
– People Form: Need to set import key.
– Phone Number Form: Import issue.
– Permission Issue: Home widget is not showing up even when user has set permission for home on all users.
– Vehicle form: Import issues.
– Timesheet report removed export feature.

Known issues:
– Global Search: For some of the special character user is not able to search data in global search.
– Bulletin form: Cases is not showing up on the bulletin form under case dropdown.
– Permission Issues.
– Getting some issues with latitude and longitude field.

Fixes / Enhancements:
– Not able to reset there password using root URL.
– User is able to see the report status even it is disabled in the permission.
– Removed Import option from timesheet report module.
– Filters are not working for timesheet report module.

Known issues:
– JS Reports: Services total amount needs to be added under JSON & totals.
– Global Search: For some of the special character user is not able to search data in global search.
– Bulletin Form: Case data is not showing up on the GRID.
– User is not able to upload file without description.

New Features:
– Claimant- User can add multiple Claimants
– Note audit trail
– Added loader after role assignment or removing any assignment
– Case file description field logic

Fixes / Enhancements:
– Home- All widgets are not showing up for all cases
– Clock-in / Clock out: Services/Expenses child embed is now displaying values when saved

Known issues:
– Reports – Services Total Amount needs to be added under JSON & totals
– Global search – For some of the special characters user is not able to search data in global search
– Need to update content and template of OTP email
– In Bulletin form- Case data is not showing up on the grid

New Features:
– Grid level audit trail changes (Styling- red color and Italic style)
– Email Template change for Forgot Password, Reset Password, Case Assignment, and New User Registration
– Added image preview under file section
– Hover on case drop down to display assigned users
– Calendar toggle button – added toggle on calendar to display events for ALL CASES and particular case

Fixes / Enhancements:
– Chat bubble – when user clicks on Upcoming Events present under chat bubble it takes user to the current date not the event date
– User Activity Logs: Action Name – Logins and logout are added
– S3 folder is not opening the file, which contains special characters
– Left panel module order was updated
– LS tenant- Removed the loading on JS report
– Description field is not accepting values it defaults back to record ID after saving
– Importer fixes

Known issues:
– Need to update content and template of OTP email
– In Bulletin form- Case data is not showing up on the GRID
– Importer issues are still pending

New Features:
– Single Save of Child records.
– File: Preview & Download
– File Bubble Count
– Restrict Designer Access by IP
– Encrypted Configuration

Fixes/ Enhancement:
– Clock IN/OUT Feature.
– Client Billing.
– Styling Changes.
– Chat Styling.
– Global Search.
– Updated Icons.
– Help Links are updated.
– Removed – Qtis Webinars and Meta Identifier link from help.
– Removed- Forms manager from Administrator.
– Permissions updates.

Known issues:
– Permissions issue.
– Importer issues.
– Global search- is not working for some of the modules. (Case report, Case file, timesheet and template module)
– On Dashboard- Upcoming calendar event on Dashboard – Is not showing up every time, It is only showing when user logged in for the first time.

Tenant specific deployments:
– Clock IN feature and timesheet module.
– Client Billing module.
– Added Getting Started and FAQ link in Help.
– Added Exhibits and Emails for under Case Files.
– Added the Bulletins Form under Administrator.