SAMi Update | User Experience Changes

SAMi Initial Tour

Entity Tabs > My Records 

Entity tabs have moved under My Records on the top Navigation Bar. 

Support Links 

All individual support links are added under a single Help icon on the Navigation bar. 

User Links

Users now have a single location to update settings that affect their experience. User credentials are stored under Account Settings, authorizing email connections happens under Email Settings, and a user's Report Menu can all be accessed here. Uploading a photo on a Person's record sets the user photo. 

Settings

We lightly reorganized the navigation under Settings and added snippets to describe settings and tools. 

*NEW* Report Menu Builder is now accessed under Reports > Report Menus (sidebar).

*NEW* Public Form Links is now accessed under Forms > Public Form Links (sidebar).

Accounting / Authorize.net Settings 

ACTION REQUIRED!!

Clients that use Authorize.net for accepting payments will need to re-enter their Authorize.net merchant and transaction keys. This is done via Settings > Accounting Settings > Merchant Account Transaction Keys (sidebar) > click edit on meatball > click edit (pencil) to update Merchant ID/Login and Merchant/Transaction Key. The Decryption Password will be needed to enter data. 

Checklists 

*NEW* Status Badges 

When all checklist items within a section are incomplete, started, or all complete, SAM notifies users with a colorful badge to reflect the status. 

*NEW* Accordions replace Hide/Show on Checklist Sections 

Use the carat at the right of checklist sections to open/close sections to stay focused. Replaces the Hide Section link at the bottom left of checklist sections.

*NEW* Meatball Menu

For each Checklist Item, users will now have a meatball menu with options to interact with the task. 

Client Records 

*NEW* Sidebar Color, Photo Tile, & Back to Cover Page 

No matter how deep you get into a client record, it's easy to navigate back to the Cover Page by clicking the Client Name/Photo Tile. Photo Tile is set from Default Photo for client recognition.

Templates

Reorganized Sidebar Links 

Building Templates to use for emails or printed documents just got easier as it's now clearly defined where to go to insert data from SAM into your template. 

Open the Template Details accordion for details including links to Auto Actions a template is used on, making your tools connected and convenient. 

**NEW** Insert Form Link option for Public Forms 

Users can now easily share links with recipients to internal and public forms in Templates. 

• Link to internal forms for staff notifications to get them directly where data should be entered/reviewed. 
• Link to public forms to share links with end users.

Family Account Receivable (A/R) & Partial Payments

Partial payments functionality on Family Account Receivables has been simplified. 

**NEW** AR - Partial Payments subform is available and added to Accounting | AR and Accounting | AR Details forms under Family > Case > Accounting | AR. 

SAM's Wiki

If your team has been using the Wiki in SAM, it's time to find a new home for that information. If you do not see Wiki on the Home Page Sidebar, that's ok, you weren't using it! 

Browser Compatibility

SAM is compatible with current versions of internet browsers. SAM is no longer compatible when using Internet Explorer. Users who still use Internet Explorer should choose another browser to access SAM.