updates

We’ve reworked the way tasks (or messages) are handled behind the scenes in Lamplight, which has allowed us to make some small improvements:

– On the diary you’ll see incomplete tasks have a small tick box on them. Tick this and the task will be updated with todays date and shown as complete.
– On the listings of tasks (e.g. on the home page or in a profile) you can see if a task is linked to an activity, and click on it to see the activity detail.

We’ve improved the reporting on custom fields and made it more consistent. All non-free-text custom field types can now be used in report filters and row/column grouping.

There are some additions to grouping on cases (your terminology may vary) too. You can now create auto groups based on whether a case was open during a period, and also on the duration of the case in days.

Data views showing detailed information about referrals can include some referral specific information, such as referral direction and reason.

And finally, you can now associate custom tabs in activity records with particular work records. These tabs will only be enabled if you select the relevant work area when creating the activity. This will make creating activity records easier by making it clear which custom tabs relate to which workarea. System admins will need to set this up in ‘Manage custom tabs and fields in work records’.