Family

Related Entity

• Extended the Family RelatedUsers field length from 200 to 2000 characters to prevent truncation and access control failures when a large number of related users are assigned.

Provider

Summary Bar

• Updated the fixed Summary Bar of the Provider detail page for quick reference by Case and Payment Specialists.

Related Entity

• Extended the Provider RelatedUsers field length from 200 to 2000 characters to prevent truncation and access control failures when a large number of related users are assigned.

Report

General

• Added a new Actual Family Fee Deducted report so New and Printed payments now display their Family Fee amount instead of showing a blank field.

Document

Family Fee Letter

• Updated the standard Family Fee letters: Family Fee letter - Provider (template code: 0-cc4-pvfamilyfeeletter) and Family Fee Letter (template code: 0-cc4-familyfeeletter) so payment amounts show $0 instead of a blank line when the amount is zero.

Message

Error Message

• Updated the missing email address error to "Parent A's email address is missing" to clearly indicate that the email cannot be sent.

• Updated SMS sending logic to use Home Phone number as a fallback when the Cell Phone number is not available for both New Message and Batch Send Message. If neither Cell Phone nor Home Phone is available, display an error: "Parent A's phone number is missing."

Task

Task Template & Category

• Enhanced task management by adding Task Template support, multi-select Task Category search filters, and configurable Due Dates and Priorities per Task Category.

Admin

Job Configuration

• Swap the Run Before 1 Month and Run After 1 Month labels in Job Configuration so Run Before 1 Month processes the previous month's data and Run After 1 Month processes the next month's data.

• Optimize the Case Review Jobs so they run at the lowest priority and can resume unfinished work in the next run, re-verifying only the cases that have been updated.