|
Number
|
Redmine #
|
Module/s
|
Change Summary
|
Change Type
|
Author
|
Confirmed By
|
Published Date
|
Release #
|
|
1
|
268
|
General
-> Persons
-> Change Territory
|
New button function to allow designated users to change the territory assignment on a person record
|
New Feature
|
Claire S
|
Claire S
|
8-9-20
|
|
|
2
|
|
General -> Persons -> Yahrzeit Anniversary
|
-
Added Yahrzeit Anniversary page
-
|
New Feature
|
Prashan Dharmasiri
|
|
19th January, 2021
|
|
|
3
|
|
General -> Persons -> Yahrzeit Anniversary
|
-
Updated the Yahrzeit Anniversary spec based on the feedback received through the "Yahrzeit Calendar" email thread, on 20th January, 2021.
|
New Feature
|
Prashan Dharmasiri
|
|
21st January, 2021
|
|
|
4
|
|
General -> Persons -> Yahrzeit Anniversary
|
Updated the spec as per the Ken's feedback received through the "Yahrzeit Calendar" email thread, on 22nd January, 2021.
|
|
Prashan Dharmasiri
|
|
22nd January, 2021
|
|
|
5
|
|
General -> Company
|
Added Default Discount Code as part of new Sales Discount feature development
|
New Feature
|
Claire S
|
Claire S
|
29-12-21
|
|
|
6
|
|
General -> Persons -> Persons-Search
|
Add Phone number, Phone Type, Email and Email type to the person module - search
|
Enhancement
|
Thilini Prarthana Gunarathne
|
|
|
|
|
7
|
|
General -> Persons -> Export to XLS or CSV File
|
Export the results to XLS or CSV File
|
Enhancement
|
Thilini Prarthana Gunarathne
|
|
|
|
|
8
|
|
General -> Persons -> Deceased Date of Service
|
Add the date of service from a CR Placement to deceased person records
|
Enhancement
|
Thilini Prarthana Gunarathne
|
|
|
|
|
9
|
|
General -> Persons -> Person - Critical Information View Button
|
Add a button to view critical info
|
Enhancement
|
Thilini Prarthana Gunarathne
|
Claire S
|
|
|
|
10
|
|
General -> Persons -> Person - Critical Information View Button -> Person - Critical Information Via Pop Up Window
|
pop-up window to view the critical info
|
Enhancement
|
Thilini Prarthana Gunarathne
|
Claire S
|
|
|
|
11
|
|
General> Persons> Person - Sync Button
|
Adding global person sync button to sync persons record
|
Enhancement
|
Prashanth Bopearachchi
|
|
31st January 2023
|
|
|
12
|
|
General> Persons> Person - Sync Button> Person - Unsync Button
|
Adding global person unsync button to unsync persons record
|
Enhancement
|
Prashanth Bopearachchi
|
|
31st January 2023
|
|
|
13
|
|
General> Persons> Person - Linking Global Person
|
Screen to link global person record
|
New feature
|
Prashanth Bopearachchi
|
|
31st January 2023
|
|
|
14
|
|
General> Persons> Person - Linking Global Person
|
Removed email, phone number country and state as unique identifier to find global persons.
|
Spec update
|
Prashanth Bopearachchi
|
|
03 March 2023
|
|
|
15
|
|
General> Persons> Person - Sync Button
|
Adding pre-condition to activated sync button in user permission
|
Spec update
|
Prashanth Bopearachchi
|
|
09 March 2023
|
|
|
16
|
|
General> Persons> Person - Sync Button> Person - Unsync Button
|
Adding pre-condition to activated sync button in user permission
|
Spec update
|
Prashanth Bopearachchi
|
|
09 March 2023
|
|
|
17
|
|
General> Persons> Person - Sync Button> Person - Unsync Button
|
Unsync button was reword by removing revert the changes passed from byondpro person record.
Delete function will be only delete global person record if the record is not used in any other record, If not it will change the global person status to inactive.
|
Spec update
|
Prashanth Bopearachchi
|
|
6 April 2023
|
|
|
18
|
|
General -> Company Records -> Company: Add discount code
|
Discount codes included on the Company record will be available for use on Sales Order Detail lines.
|
Spec update
|
Thilini Prarthana Gunarathne
|
|
|
|
|
19
|
|
General -> Cremated Remain-> CR Task_Check Interment Availability
|
CR Task - include option to specify interment date
|
Enhancement
|
Thilini Prarthana Gunarathne
|
|
03/04/2023
|
|
