TracCloudWhatsNew2024-04-01 1: Difference between revisions

Custom appointment links, a new report, custom meeting blocks, and more in TracCloud for the month of March 2024. Our full changelog can be found here.

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Reports

Average Wait Time report has a new option to show bar charts for your data.

The "blankornull" keyword (used in power searches to find blank values) can now be used in the additional search menu reports with that option available.

Other Changes

Access to the appointments listing can now be given to any staff account based on permission group (rather than only profile and system administrators). This table access can be provided in permission groups under the "Admin/Modules" tab.

You can now add custom text to online and asynchronous appointments, similar to the existing option to add extra text to in-person appointments. These text fields can be found in your System Preferences under "General Appointment Settings."

The custom fields menu in system preferences has new filters to only view fields assigned to a certain page or in a certain profile.

Resources and Resource Types now have standard listings to make it easier to search for and manage your resource records.

Max appointment rules based on status can now use the | character to apply the rule to multiple statuses (e.g., "Missed|Canceled").

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 <big>Other Changes</big>
+* Access to the appointments listing can now be given to any staff account based on permission group (rather than only profile and system administrators). This table access can be provided in [[TracCloudGuideProfileGroups|permission groups under the "Admin/Modules" tab.]]<br><br>
+* You can now add custom text to online and asynchronous appointments, similar to the existing option to add extra text to in-person appointments. These text fields can be found in your [[TracCloudGuideGlobalSystem|System Preferences under "General Appointment Settings."]]<br><br>
 * The [[TracCloudGuideGlobalCustom|custom fields menu]] in system preferences has new filters to only view fields assigned to a certain page or in a certain profile.<br><br>
 * [[TracCloudGuideBasicsResources|Resources and Resource Types]] now have standard listings to make it easier to search for and manage your resource records.<br><br>
+* [[TracCloudGuideProfilePrefsSchedule|Max appointment rules]] based on status can now use the | character to apply the rule to multiple statuses (e.g., "Missed|Canceled").<br><br>
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TracCloudWhatsNew2024-04-01 1: Difference between revisions

From Redrock Wiki

Revision as of 16:01, 29 March 2024

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