New Features
Add Demographic Questions to Client Record Header
Head of household responses to Demographic Questions can now be featured at the top of the client record:
How to access:
- To feature an existing demographic question:
Setup > Demographic Questions > select the edit pencil icon to open a specific demographic question > select “Feature on Dashboard Header” checkbox
- To create a new demographic question for featuring:
Setup > Demographic Questions > select New Question > configure your demographic question appropriately > select “Feature on Dashboard Header” checkbox
To update a household member’s response to a demographic question, you have two options:
- From the header: Select the edit pencil icon on the featured question itself from the client record header.
- From the household member widget: Select the edit pencil icon on the head of the household member’s row.
Both of the options above will open the head of household’s member form:
Notes:
- For visual clarity, it is recommended to only feature a couple of demographic questions at the top of the client record.
- Only the head of household’s response to demographic questions will appear at the top of the client record.
Toggle to Show/Hide Out-of-Stock Inventory
Users can now toggle to show or hide out of stock inventory on the Inventory Management screen to avoid sifting through items that are not currently available in the Source Inventory, providing for a more efficient workflow.
How to access:
Inventory > Inventory Management
Details:
- To hide inventory items that are out of stock in the Source Inventory, simply toggle to activate the “Hide Out of Stock” filter. When activated, the toggle appears darker:
- This feature is functional for inventory transactions that have a Source Inventory.
- Those transaction types can include: Transfers, Adjustments, Distributions, Group Management and Trash
- This feature is disabled for a Receives Transaction type, as the Source Inventory level is irrelevant.
Additional Data Entry options for Proxy Members
Users now have more configuration options for the Proxy Member forms, with the added ability to collect Proxy date of birth and Proxy ID and ID Type in the Org View/Dashboard interface.
How to access:
- Setup > General Settings > Date of Birth on Proxy Members Form and ID and ID Type on Proxy Members Form
Options:
- Hide: The field does not appear on the form.
- Show: The field appears on the form, but Users can save the form without completing the fields.
- Require: The form can not be submitted without these fields being completed.
Notes:
- These new proxy member fields are defaulted to “Hide”.
“Skip” Logic Added to Visit Template
Users can now add a “Skip” rule to Visit Templates’ Recurring Events to improve scheduling configuration on individual client record Visit Templates.
Please reach out to support@pantrysoft.com if you would like support utilizing the "Skip" feature to accommodate a recurring visit scenario.