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New in version 5.2

New! New History Rich View

The History view for all entities now provides a rich-view format, displaying all history in an HTML-like layout. This allows you to conveniently view recent history events and content in a quick view, and the ability to scroll up and down the events.

History Rich View

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New! New Fonts

The Windows client application now uses a complete set of new fonts improving the user experience. Font styles and sizes can be adjusted by each user via the Tools > General menu.

Simplified Records Display

When adding or viewing records (e.g. Charge, History Note, etc.) a separate Window now opens. This simplified view increases speed and places the focus on the basic or main options.

Clicking “Go Advanced” converts the display to the familiar advanced mode that offers additional options and features (Using the Options window you can select to always work in Advanced Mode).

Simplified New Charge Window

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Quick-Edit/View Links to the Web Interface in Emails:

We’ve added a direct link to view and edit entities via the Web Interface module to help you save time and streamline your work. Emails sent from within the Windows client or by the Alerts Server add-on module now contain direct View and Edit links to the entity via the Web Interface module.

Email Message Sample
Web Interface Links Within Email Templates

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Email Alert Sample
Web Interface Links Within Email Alert

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New Online Wiki Documentation

All support documentation is now available in the new Wiki. The Wiki includes all user manuals, video tutorials, and knowledge base articles with tips & tricks and much more.

Links to the Help from the application will all lead to the Wiki. You can also access the Wiki directly from the Support Web page.

Click here to open the new documentation center Wiki!

Alerting Administrators About Email Delivery Issues

Users working with the Email Connector and the Alerts Server have been requesting for a way to be notified regarding problems with email delivery and emails being held in the outgoing email queue. To answer this request, a new alerting mechanism was added. App users with Sys-Admin privileges will be alerted upon logging in to the system, when the system detects email delivery issues.

Windows® 7 Support

Version 5.2 was tested and adjusted to support the latest Windows 7 release candidate (an official support will be announced with the official release of Microsoft Windows 7).

version 5.1version 5.3

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