New Features

1. Added the ability to make Billable Notes, Show Pricing Documents & Show Invoice Documents as default from the company page in the admin page.

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On the National Document(Pricing) sub panel of the file’s detail view, if the user has the Adjuster Non-Billing role and has Show Pricing Document is enabled, the user is allowed to view the National Document subpanel.

Also on the attachment sub panel of the file’s detail view, if the user has the Adjuster Non-Billing role and has Show Invoice Documents is enabled, the user is allowed to view the Invoice Documents in the attachment subpanel.

For the popup attachment page, if the user has the Adjuster Non-Billing role and has Show Invoice Documents is enabled, the user is allowed invoice related documents. In the past, this is not so because users does not have access to the invoice module.

Also on the attachment sub panel of the Email’s detail view, if the user has the Adjuster Non-Billing role and has Show Invoice Documents is enabled, the user is allowed to view related Invoice related file documents in the attachment subpanel of Email’s detail view.

2. Added ability to toggle between the Old Task Control Icon and the New Task Control Icon.

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The new task control icon has highlighted above also support different colors(Red, Orange, Yellow, Green and Black) as the old task control icon.

This feature can be toggle on and off via the system variable called SHOW_TASK_CONTROL

3. Added ability for Client Contract to have Companies Security

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4. Added ability to add client contract subpanel to accounts detail view. This feature allows users to be able to add, update and remove client’s contracts assigned to an account. This can only to used by a company admin.

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5. Add functionalities to support only multimedia upload, download and preview

• Create a new branch from facts-dev and implement the code of the new upload download popup functionality from the dev branch.

• Support the following extensions.
  Video: .mov, .mp4, .m4a, .m4v, .mpg/.mpeg, .flv, .3gp, .3gpp, .3g2, .3gp2.
  Audio: .mp3.

• Utilize the existing upload popup and code to achieve the functionalities

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Updates

1. Added the Uploaded By column to the claim documents section in FACTS on the Files Detail View.

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2. Added ability to be able to set Account Role by Client Contracts.

The following features were implemented

• Add client role on Contract Account Popup

• Add client Role on Contract Account List

• Stakeholder percentage should be inline editable

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3. Updating Property Information after Claim is Created

Currently it is not possible to add new properties tied to a specific or new File Contact (Insured, or Claimant) after the file is created.

• Currently, you can create new properties. But you can’t tie them to the correct File contact during creation.

  • We need to allow a user to add new properties and tie them to an existing or new file contact (Insured, Claimant).

• You also are not able to edit existing ones and modify all of the associated data.

  • We need to allow the user to edit existing properties and modify any of the fields including the file contact (Party) they’re tied to.

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Bug Fixes

1. Fixed bugs associated with JCS - Copy & Assigned Client Contract Edit not working

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