October 2024

This update resolved issues presented by clients with the SAMi release. 

Highlights for this Release: 

• Styled screens for users to Import Data from Reports
• Improved styling for users accessing SAM via mobile/small screen displays
  • Added Home to sidebar menu 
  • Improved Quick Search and My Tasks layout on mobile 
• Improved Phone Number layout for easier data entry 
• Resolved bugs for filters on Reports
  • Displays filter(s) selected
  • In Current filters are working as expected 
• Improved End User Password Saving function
• Disabled List Items set to not show to on internal and public forms 
• Added Entity Name to Auto Action Emails Confirmation popup
• Made View All Visible for Multi-record Subforms
• InReach Team Notifications for interruptions to Scheduled Tasks, Scheduled Auto Actions, and Form Regeneration Errors to allow us to proactively respond. 
• UTC Date-Time corrections to display time properly in user's time zone. 

Import Data

Users can import data with the SAMi release as in prior SAM versions. 

SAMi | Reports Overview

Mobile Home Page Displays 

Accessing the Home Page on Mobile is done from the hamburger menu presented at the top left of the top bar. Quick Search and My Tasks options are stacked for easier navigation. 

Phone Number Styling 

Phone number fields have data entry assist. Users can click International to enter a non-US number. 

Auto Action Emails Confirmation popup

SAMi | Auto Actions Overview

View All for Multi-record Subforms

UTC Date-Time Corrections 

Communications Date Time entered post-SAMi release to this update may see times entered incorrectly after receiving this next release. The date entered was not saved as a UTC time, so it may need to be adjusted post release if exacting times are required.