Version 2.2 Build 0012

What has been Added

Custom Help

There is a new Online help system. Check out the help menu for more information. The question mark icon in the Toolbar has been updated to toggle object oriented model specific help.

Zero Dollar financials

A new option value has been added to allow the creation of zero dollar amount financial records.

Facts Tab -Enhancements

The Facts tab has been updated to show question groups first instead of at the bottom of the list of facts.
The Facts tab has been updated so that Dated Choice, Dated Number and Pick list questions will no longer accept text in the right box and will give the user an error message box.
The Facts tab has been updated so that Dated Choice, Dated Number and Pick list questions show 'Click here to show answers on right' in the text box if the question has been answered.

Contact Input form - Enhancement

The Contact Input Form has been updated with two drop down lists to aid in repetitive data entry. The Drop Down Lists are Staff on contact and Contact type. If you choose a value from the drop down list it will be used when a new contact is created.
Two custom facts have been added to the contact Input form. Please contact your Account Manager if you would like to use this new functionality.

Lingo (Translations) - Enhancement

Lingo is now applied to facts, questions and question group names on the facts tab.

Memory Management - Enhancement

Object Broker (memory and object management) has been updated to better handle long running scripts and fast repetitive actions like Custom Casey.

Person Search - Enhancements

Relationship, Inverse Relationship, Related Party, Inverse Related Party, Relationship Start Date, and Relationship End Date have been added to person Search as Criteria and Columns. They appear just before Person Facts.
Memo Questions have been added as columns and criteria.

Replicate Contact Form - Enhancement

The Replicate contact form has a new check box, Replicate the contact comment and all responses, which copies all responses of type Choice, Date, Number, Memo, Text, and Object as well as the contact comment to the new contacts.

Import Dictionary - New

There is a new Menu item on the maintenance menu called Import Dictionary File. It allows you to import a file of words separated by a character you specify into your Danic Tools Spell check dictionary.

Workshop - Create Productivity Payment Lines - Enhancement

Create Productivity Payment lines has been updated to apply a default percentage from the case payrate if no task is specified on the pay rate.

Danic Developers - Me.Evaluate() - Enhancement

The Evaluate Function has been updated to better handle string concatenation. You can now build up strings from facts and known values on the current object. For example to create a Message to include in an email you might want to build up the mail message based on the Clients Name and contact type and contact date here is an example.

Me.Evaluate( fact1 = 'Client + 'has a' + ContactType + ' Med Appointment on ' + ContactDate' ) Returns ( mailmessage = fact1 )

You can not use functions or methods inside the Evaluate function.

What has Been Fixed

Accounting

Billable participant status - The billable status was not being properly checked on assigning non- billable participant statuses to cases.

Invoices on Receipts - The Invoices on this receipt tab and the Add invoices to this receipt window were not totaling properly. This has been fixed. The Invoices on this receipt Add Invoices window caused an application error if you unselected the middle invoices from the list. This has been fixed.

Create Invoices - The create invoices screen was incorrectly applying the time in the Before Date box to the creation of invoices, it was using the current time of day instead of 00:00, this has been fixed by changing the field to a date time field.

Security

Assign action in Right Mouse Menu on Case Tab -The Assign Action in the right mouse menu was not properly building a list of cases when complex access limits were applied. Security was not being properly applied to the right mouse menu on the Case tab.

Complex access limits - Complex access limits were not properly being applied to contacts filed in cases when the case icon was double clicked.

Object Explorer - Object explorer was not applying organization based access limits to the person active in groups class on the drill down event. Person and Organization access limits were not being applied to relationships in object explorer on the drill down event.

Security Profile Permissions - The permissions tab was improperly showing class based security rights if a component class was set to a more restrictive level.

All Search Lists - Security was not properly being applied to the new and delete buttons on search lists after rows were retrieved.

Relationship Tab - The relationship tab was not applying person or organization based access limits to set the object names to Confidential.

Data Access

Case Tab on MS Access database - The case tab was not properly showing unassigned contacts when the database was of type ms access.

Drill Down Tab - Tabs of type Drill down were pulling two different forms if the class on the tab had a parent class.
An example of this was the invoice rates tab on Contract, which pulled the invoice rates view for the Add button and the Rates view for the Open button.

Forms not based on Custom forms - Forms that were not based on custom forms but just the class view design were not properly setting the ts field for the class on insert.

SQL Model and SQL database-Clients that are were running a SQL model and a SQL database were sometimes having data inserted into the model as well as the database.

Danic Tools - General

Casey -File Unfiled Contacts - Casey was not properly choosing distinct contacts and sometimes filing them more than once if there were two active cases to file them into.

Casey -Close Cases with no Activity for 60 Days - Casey was causing an application error when the Close cases with no activity in 60 days option was used.

Custom Casey - Custom Casey was not properly triggering the second through tenth custom Casey’s in the list. The timer event for custom Casey has been sped up.

Schedule - Add Appointment from Schedule - If you double clicked on a time in a schedule to add an appointment, the participant was inserted with their default role. It did not work for facilities and organizations.

Reports

Custom Queries - Field selector tab -The field selector tab was not properly building syntax for facts more than one level down.

Issue/Problem Report - The Issue/Problem report was giving an error message if Cases was chosen and a specific case type used as criteria.

Person Short Print Profile - r_person_with_questions_short was overlapping the first Question Group on the medications or relationships.

Custom Reports - Object Properties Box - Group By Checkbox - The Group by checkbox did not display properly if a column was already in a Grouping level in a custom report on the Object properties window on the layout tab of a custom report. Now if the column is already in a grouping the box is checked and disabled so you can not group by it again.

Case Long Print Profile - The Case long print profile r_case_with_questions was giving a Data conversion error on retrieve if the case name was longer than 25 characters. This has been fixed for case names up to 50 Characters.

Danic Developers

Sourced Facts Evaluator -The Sourced fact evaluator was not sourcing facts properly if they referenced the object class directly with dot notation.

Required Expressions - Complex fact expressions for datetime parameters have been updated to handle null dates properly.

Calculated Facts of Type Datetime - Calculated facts where the fact type was datetime and the fact source was a SELECT statement and the database was a SQL server where not returning the correct value.

Action Steps of type INSERT , UPDATE , DELETE - Action steps based on sql statements have been updated to handle Stored procedure names where the left 6 characters of the name are UPDATE , INSERT or DELETE