March 2025

Improvements:

Reports

• Allow access to Details forms for subrecords on Reports in SAMi

•  When a filter is applied to Report Stats, other Report Stats aggregated data reflects the filter

Checklists

• • Improved Mark as Complete | Edit icons 
  • Memo icon is now editable

System

• Updated client logo in SAM to resize properly when large logos are uploaded
• Updated InReach Solutions' Terms of Service & Privacy Policy card on public forms
• Styled disabled forms interface
• Styling updates to sidebar font size, Settings screen widgets height, Report Stats formatting, set Date picker to always go down, improved multi-record forms layout
• Tables screen sidebar includes View Disabled Tables, updated order of sidebar links 

Release Process

• Added Health Check for errors when Regenerating all forms

Bug Fixes:

• Corrected sharing of Default Filters when sending Bulk Email and other places in the site.
  • Action Needed: Review your filters when sending your next bulk email to records you might like to exclude
• Corrective script for Child Location run again, so reports including Child Location show up properly
• Filter Icon Hint is showing the filters applied vs showing HTML properly
• System Configuration screen is exported to all client sites to include all Sidebar Links
• Email Importing improvements 
  • Manually initiate email importing sidebar links show/hide based on User's Email Importing settings. 
  • Improve capturing body of emails 
  • Improve imports of communications with links
• Template Designer shows Bold formatting on print and email communications properly
• Number field prevents users from entering negative numbers when set to not allow negative numbers properly
• Duplicate Alerts exclude deleted records

Sprint: 37, 38