Adding Appointment Search by Appointment Confirmation Number (Admin View)
Searching for appointments has been improved with a new option to enable a quick appointment search tool. When enabled, a new field to search by confirmation number will show in the Appointments tab's left hand navigation area above the mini-calendar. This search feature will allow a user to enter a single search string and find one or more matching appointments. The visibility of this search field in the administration console will be based on the view status of the confirmation number in the Customer Fields/Terms section of account settings.
Updating Customer Profiles via API
The AppointmentPlus scheduling system have been updated to ensure any update to the customer profile is logged as an update. In some cases, updates to the customer profile through web services (or API) would not store the date and time of the update. Going forward all updates will be captured with the date and time of the completed update, no matter how the profile is updated.
Updating the Appointment Grid when viewing different Staff Members
The application has been updated to resolve an issue where a recently created appointment would not show on the appointment grid. In some cases, when viewing the appointment grid and change the staff member using the "View Schedule for" drop down, the grid would not refresh after finalizing the first appointment for that staff member. Going forward, the grid will refresh after finalizing an appointment so that the newly created appointment is shown on the appointment grid for the user who made the appointment.
Updating the Appointment Grid when changing Locations
The application has been updated to resolve an issue where a recently created appointment would not show on the appointment grid. In some cases, when viewing the appointment grid and changing the location, the grid will not refresh with the same view settings for the prior selected location. Going forward, the grid will change to show the new location with the selected calendar view option.