Animal Sub-Status
Sub-statuses are now available for information statuses. From the previous upgrade the new sub-status field was added only to “In Care” statues (or animals), with this update the same field is now available for information statuses. This means animals entered via licensing or Identification Types & Services (ie. Animals not in the shelter).
Person Details – Notes
The person note links on the person details page have been revamped so they are more user friendly. The links are slightly moved to accommodate more note types:
The screen to list notes has also changed to include the notes already added and a navigation header to easily navigate to other pages and to add or edit the existing notes.
The adding and editing of notes has the same fields and layout, there are just some slight changes to tidy it up
Regular Payments
The regular payment module has had some new features added so that exclusions can be entered more easily by uploading a spreadsheet of the bank reference number and the exclusion reason. These are for people where the credit card is declined or the bank account has insufficient funds. When processing the regular payment receipts you will now have the option to upload an exclusion list file
A confirmation page is shown, and then these people are excluded when receipting the batch. An exclusion report is available from the batch so you can contact the people to follow up on their account.
Dispatch
If an animal that is part of a dispatch job is marked as dangerous, an icon will now appear as part of its animal listings:
Reports
Available For Adoption Report (3)
This report now includes an option for evaluation category.
Bequestor and Pet Legacy Information (672)
The inactive fields for a person are now included on this report so you can tell if a bequestor has been made inactive.
Animal License Sales (557)
The animal type filter and an age range filter are now included on this report. The age of the animal at the time of the license will now also show on this report.
Region Statistics Report (345)
This report has is updated to include optional grouping of euthanasia reasons by evaluation category, add optional percent of incoming.
Cost of Animal Report (445)
This report has been updated to include the following new filters:
- Date range: date of the products entered
- Job Number: This is an option to run for all animals linked to that dispatch job
- Emergency boarding reason
- Optional Fields:
- Breed
- Size
- Type
- Agency / Shelter Rescue that brought the animal in.
*New Pre-Adoption Questionnaire Report (675)
This report provides a selection of information regarding people who have entered pre-adoption questionnaires.
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