Performance and Scope of Services improvements
1.12.1·
A performance release. Client pages, meeting notes and documents open faster in large practices, a teammate's changes reach your lists within seconds, and Scope of Services is easier to read and safer to change.
Improvements
- Everyone sees who is online. Everyone on your team now sees which teammates are online from the top of the dashboard, not just the practice owner.
- Client pages open fast at any practice size. Opening a client and their meeting notes now takes under a second even in a practice with thousands of notes, and the dashboard and taskboard come back faster too.
- Your team's changes reach you in seconds. Meeting notes and documents a teammate adds or edits now show up in your lists within a few seconds instead of waiting for the next refresh, and large practices open their client pages faster.
- Scope of Services is clearer to read and safer to change. Each client's cycles, dates and repeat rule now read at a glance, the client page shows what is active and what is done, and a template change tells you which clients it will reach before you save it.