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Article Information

Reference #: RN 2013v1r6
Author: Tech Support
Created: 05.30.13
Last Revised: 06.03.13

Release Notes: Spectra 2013 Volume 1 SR 6


 

Summary

Release Date: June 3, 2013

 

New or Enhanced Features

This release contains the following new features and enhancements:

Enhancement Description
Scheduling Wizard

A feature has been added to the Scheduling Wizard. Once a client has been selected, the wizard will now check to see if they have an existing "On Hold" session. The user can then choose whether to continue to create a new session or to exit the wizard and use the existing "On Hold" session.

+ More about creating a session with the Scheduling Wizard

Sessions/Appointments

Several new columns have been added to both the Sessions tab and the Appointments tab of the client record.

» The Sessions tab now displays indicator columns for "On Hold," "No Show, "ReDo," and "Cancelled."
» The Appointments tab displays columns for "No Show" and "Cancelled."

These columns have been added as a convenience and are read-only.

+ More about the client record

Session Triggers

A new exclusion has been added to session triggers for "On Hold" sessions. This option has been added to Session Type triggers and Session Status triggers.



+ More about session status triggers
+ More about session type triggers

Users

The User Maintenance screen has been improved! You can now view and edit some of the most used settings without opening each individual user. For example, you can easily see if a user is missing key data or is in the wrong security group. You can also now quickly add new users and select their basic settings by using the first row. Finally, there is a new Find tool on the ribbon to help large companies locate a specific employee.

+ More about setting up users

Email

A new Email tab has been added to Studio Preferences. This allows you to set up optional company-wide email settings. These settings will be used only if there are no user or workstation email settings.

+ More about email

Dashboard

A new option has been added to the Dashboard Report ribbon. This option gives users that don't have permission to create dashboard reports the ability to still add existing reports to their personal dashboard. Click Show On Dashboard to add the report to your Dashboard.

+ More about Dashboard reports

Payments

Enhancements have been made to increase the security of credit card payments. After credit card approval has been received, the payment amount will now be locked by default. Users with the appropriate security settings can click the padlock button to unlock the payment amount, the authorization code, and the authorization date. Information is locked by clicking the padlock again.

+ More about credit card payments

 

 

Fixed Issues

The following issues have been fixed in this release:

Issue ID Keywords Description
1901 Price List A previously selected enhancement cannot be successfully deleted from a price list item in the price list. Resolved.
2166 Organizations In Organization maintenance, moving the first entry down may cause other entries to change order. Resolved.
2275 Composite Templates Adding a new template after deleting an existing template results in an error. Resolved.
2280 Sessions [Enterprise only] Image import settings are not being saved. Resolved.
2335 Hubs The chosen regional time format is not displayed on the hubs. Resolved.
2340 Preferences The "Use Global Settings/Use Station Settings" selection in Printing Preferences is not being saved. Resolved.
2358 Google Sync Google syncing may cause unnecessary refreshing of the calendar and any open records. Resolved.
2361 Users [Enterprise only] An error may occur on the Sharing tab of the user record. Resolved.
2362 Security Groups Removing all users from the "Administrators" security group may prevent any user from logging into Spectra. Resolved.
2399 Preferences [Express Only] The Session tab is missing in Studio Preferences. Resolved.
2416 Clients The Communication tab on the client record cannot be hidden. Resolved.
2424 Organizations There should not be a "Hide Inactive" choice on the Organization maintenance ribbon. Resolved.
2455 Payments The "Balance Due" field is not updated correctly when switching a payment to a refund (or vice versa). Resolved.
2462 Payments The "Amount Tendered" field should not be displayed on a refund using the cash payment method. Resolved.
2466 Price List Enhancements are not being successfully saved on items in the price list. Resolved.
2471 Communications A data validation prompt may be improperly displayed when sending an email. Resolved.
2496 Invoices Using the "Discount Override" option on an invoice may cause the discount to apply incorrectly. Resolved.
2497 Filters An issue may result with filters when using international regional settings. Resolved.
2503 Audit Logging An audit logging prompt should be displayed when applying a discount to a line item on an invoice. Resolved.
2506 Price List [Enterprise Only] When importing a price list, the "My Price List" combo box is empty. Resolved.
2509 Commissions Commission dollar amounts are being incorrectly rounded to the nearest dollar. Resolved.
2511 Organizations The Organization custom text fields are limited to 25 characters. Resolved.
2512 Reports The Organization List report should include space between the first and last names in the "Contact Info" column. Resolved.
2515 Bulk Scheduling [SQL Only] An error occurs when running the Bulk Scheduling Wizard. Resolved.
2518 Audit Logging [Enterprise Only] Studio numbers are not being correctly recorded in the audit logs. Resolved.
2520 Price List When maintaining price list items, the options and enhancements are not refreshing properly. Resolved.
2523 Price List Deleting a price list or item group does not delete all the individual items within it. Resolved.
2526 Price List Import Several minor bugs were found in the simple Price List Import utility. Resolved.
2530 Users [Enterprise Only] User security data needs to synchronize to the studio when a user is shared with that studio. Resolved.
2536 Invoices The invoice details are not being saved when using the German version of Windows. Resolved.
2540 Payments The client's zip code is not displayed on their payment(s). Resolved.
2552 Calendar [SQL Only] Calendar descriptions for unlinked appointments display the merge fields names when there is no information contained in the field. Resolved.
2553 Triggers Triggered emails that contain client or session image fields should not be sent if a main image has not been set for the client or session. Resolved.
2554 Communication Wizard The Communication Wizard does not display sessions with a session filter. Resolved.
2563 Workflow Using Dual Monitor mode by default in the sales presentation causes an issue when loading the thumbnails. Resolved.
2564 Invoices The Invoice Wizard should include a prompt to check for existing customer deposits when creating a new payment. Resolved.

 

Additional Information

+ Read more about Spectra updates and upgrades
+ Read more about the Spectra Internet Update Utility