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Release Highlights
Financials
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Enhancement
Export Your Chart of Accounts Setup to Excel
What's New: The Chart of Accounts setup can now be exported to Excel.
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How to Use: Log in as a financial admin, find the Chart of Accounts page, and click the "Export" button.
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CRM
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Enhancement
Lead & Opportunity Reports: Primary & Secondary Contact Owner Support
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How to Use: Using the left nav menu, scroll to CRM → Lead Report or Opportunity Report. Locate two new bubbles “Primary Referral Source Contact Owner” and “Secondary Referral Source Contact Owner”.
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EMR
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Enhancement
EMR/CAL - Group Session Sign in Sheet - Print Alphabetically by Patient First Name
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How to Use: Navigate to the Sunwave Calendar and select a scheduled group session, click the print button to view the group sign in sheet.
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All Tickets
Key | Summary |
SUN-3870 | Form Builder - Service Type needs to hold Reportable Field selection |
SUN-3864 | CRM - Leads/Opp Report - Primary/Secondary Contact Owner Support |
SUN-3808 | EMR - Auditor Role > Deleting a Rejected Form still shows in the Rejected Forms Queue |
SUN-3570 | EMR/CAL - Group Session Sign in Sheet - Sort Sheet Alphabetically by Patient First Name |
SUN-3194 | Financials - Adjust export feature visibility for Financials Admin non-SW users |
SUN-2874 | Role Editing - "Check All" does not respect filters |