March 2025 Update 2

Improvements

Checklists

Added ability to view all checklist sections when the checklist section is filtered.

Templates

Added ability for SAM users to easily insert their organization's logo on Templates through Insert from SAM > Insert Logo

Receipts & Invoices

Updated the design of displaying Receipts & Invoices to be more user friendly. When viewing all Receipts & Invoices, "Created for" is color coded to the Main Entity Type.

Added Meatball Menu

Invoices meatball menu includes options to: View invoice, Mark as Paid, Delete Invoice

Receipts meatball menu includes options to: View Receipt, Delete Receipt 

Added ability to delete Invoices/Receipts through Advanced Options when viewing a particular Receipt or Invoice.

Invoice

Receipt

System

No more references to SAMi within our support guides

Bug Fixes

• Fixed issue where the ID to display the name of the logged in user was conflicting with fields titled "Name" preventing users from saving forms.
• Fixed issue with the Add Checklist Section sidebar link not linking to the appropriate case when necessary.
• Fixed issue where Developer Options were visible to Full-Admins. Only the SAM Support Team can access Developer Options.
• Fixed issue where forms with Credit Card Processing were not able to be saved.
• Fixed issue where Completed Date=today's date on a checklist item was not being filled out when uploading documents through checklists.
• Fixed issue with creating Invoices & Receipts for Organizations.
• Fixed issue where the memo was not visible when creating Receipts & Invoices.
• Fixed issue where non Full Admins could not view Public Checklists.
• Fixed issue where currency fields could not be negative.
• Fixed issue where Encrypted Text fields were returning error code 500.
• Fixed issue where templates looked different when editing vs printing by applying Bootstrap and other style sheets to the CKEditor.
• Checklists can open for all clients that had Adoption Checklists from years past. 
• Hamburger menu for Reports works as expected. 

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