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<b>2024-10-31 | TracCloud features and changes from October 2024<br><br></b>

<!--New ways to search for staff records, quick access to processed referral notes, new conditional survey options, and more in TracCloud for the month of September 2024. [[TracCloudChangelog|Our full changelog can be found here.]]<br><br>-->

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<big>New Custom Field Type: Info (non-entry)</big><br>

There's a new [[TracCloudGuideGlobalCustom|custom field]] type named "Info (non-entry)," which allows you to display text in any custom field location. This text field supports text-wrapping and text size is between the existing header and label fields.

[[File:3020122.png|500px]]<br><br>

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<big>Common Searches in Some Listings</big><br>

The search history button on some listings now contains commonly performed searches for quick access. More searches will be added to different listings overtime, but you can see them now in the [[TracCloudGuideListingsApptRequest|Outstanding Appointment Requests]] and [[TracCloudSuccessPlans|Assigned Success Plans]] listings.

[[File:6306645.png|600px]]<br><br>
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<big>Report Changes</big>

* There's a new report for workshops, [[TracCloudReportsWorkshops01|Workshops Overview]].

* You can now group by meeting type (In-Person, Online, Asynchronous) in the [[TracCloudReportsStudents03|Students Visits/Appointments by ??]] report.

* You can now group by month in the [[TracCloudReportsStudents06|Visits by ??]] report.

* The [[TracCloudReportsStudents07|Students Visits Summary]] report has a new option to exclude students without visits, include active students without visits, or include all students without visits.

* There's a new report category for [[TracCloudReportsManagement01|"Scheduling"]], where you'll find several reports that used to be part of the management category.

* The [[TracCloudReports#Saving_a_Report_as_a_Favorite|favorite reports list]] will now show if a favorite belongs to an inactive staff account.<br><br>

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<big>Other Changes</big>

* There's a new option in [[TracCloudGuideBasicsSchedule|reserve blocks]] to prevent cancellation of overlapping appointment records.

* [[TracCloudSuccessPlans|Success Plan]] visit steps can now require students visit with their assigned advisor/consultant.

* Notifications can now be disabled for specific [[TracCloudGuideProfileGroups|permission groups]]. This option is found under the "Restrictions" tab.

* There's a new "Brief with Save" student form option in [[TracCloudGuideProfileGroups|permission groups]] to restrict a group to the "Brief" view while still allowing those staff to save changes to the student record. The existing "Brief" view continues to block saving by default.

* The Appointments/Visits [[TracCloudTechExport|SFTP export]] has a new option to keep the single quote character rather than replacing it with "[SingleQuote]" text.

* Terms and conditions in [[TracCloudGuideBasicsResources|resource types]] now supports HTML.

* When logging in for a visit on the kiosk or log listing by Other ID or Other ID2, it will no longer prompt the user to select the student from a list (i.e., it will skip straight to login like regular IDs do).
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[[Category:TracCloud_Blog]]
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