New Changes in the 2023-05-03 version of Prime 16 Web

These changes have been made to improve the functionality of Prime. To find your current version of Prime 16 Web, see the Version Information page.

Changes made:

Conflict Check Full - change in the layout of and editing of the conflict entries. (Various means of accessing: From a client record, open the Context Menu , Conflicts.)

Search Time View - total hours in the results shown is displayed below the list. (Main Menu→Search→Time Keeping→Staff Time View)

Search Staff Time - new QBF form option in context menu. (Main Menu→Search→Time Keeping→Staff Time. Open the Context Menu )

Search Client - new QBF form option in context menu. (Main Menu→Search→Client→Clients. Open the Context Menu )

Active Cases Status Reports - new reports added to system. (Main Menu→Reports→Reporting (Auth Req).  Report Menu→Set Reports→Status Reports)

Search Client - modified to be faster and more responsive

Form Letters - modified letterhead to allow a blank letter head for use on preprinted paper

Home Screen - added email link to clients where a safe email address is entered

Trust Balance - added to context menu of Client

Case Notes - add ability to delete entry; add option to move entry to another case; add print button, function, and page; add search text box

Trust Entries - update balance information when new entry is saved/updated