This minor version update contains fixes and a few feature updates.
- Profile
- Fixed the calculation for Lifetime Cash In -- previously it was including inactive cash in records
- Fixed the display of Send Out to Placement Ratio and Average Fee when a user has zero placements for the calendar year
- Fixed the display of several ratios in the Ratios Comparison area that were either displaying inf or nan. Those are now showing as zeros correctly.
- Fixed the formula for Cash In in the Annual Goals Progress area so it will display retainer cash in properly.
- Reduced the loading time of the Profile page by converting the loading of the Personal Bests section to AJAX, which allows the page to load before the content of Personal Bests.
- Fixed the Largest Placement personal best so that it now takes into account a user's portion of a split placement. Previously, it only counted full placements and excluded splits.
- Fixed the display of goals on the Goals Vs Achievements chart. Previously some goals would display with 7 digit decimals.
- Fixed the Year Over Year Comparison chart. Some metrics were showing blank charts due to a conflict in PHP. This has been resolved and all metrics display in the charts correctly now.
- Placements
- Added notification email for cash in entries on placements. These emails can be turned on/off by administrators by turning Placement Update notifications off in the Emails Settings area of the Admin Dashboard.
- Minor updates to the invoice template
- Changed the Email PDF button to an "Email the Invoice to Me" button. This button now sends a PDF copy of the invoice to the currently logged-in user. Previously, this button sent it to all users involved in the placement plus the invoice admin(s).
- For admins, added a button that allows admins to send invoices to clients directly out of HA. Simply click the button, select the invoice email template and click Send.
- Reports
- Effort Scores Report: a new report has been added that will now show the effort scores for all users and there is an option to send this report to all users or to the logged in user. Previously, Effort Scores data was only available on a user-by-user basis with no way to compare user data. This report can be filtered by the day, week, month or year.
- Phone Times Report: a new report has been added that provides an overall comparison of phone times data for all active users, including number of calls. The report can display data for the selected day, week, month or year and it can be emailed to the logged in user or the distribution list for all users set by the admin.
- The User Reports section of the Reports Center has been renamed Activity Reports.
- Hot Sheet Report: the report has been updated to include the user's Effort Score for the previous week. Admins can turn this off by disabling the Effort Scores feature.
- Admin Dashboard
- Fixed the contests drop-down for selecting Active, Expired or All contests. Previously, this was redirecting to a Page Not Found error.
- Moved the Invoice Settings configuration to it's own section and added extra options that allow admins to add up to 4 different invoice email templates to use with the new email invoice externally feature.
- Added a separate email configuration for external invoice emails so that those emails can come from a different email/user than the other emails out of HA.
- Other Fixes/Updates
- Fixed the query for Total Resumes count on the Position Detail page so that it accurately counts the number of resumes presented. Previously, it was counting ANY status under the Resume stage, including resumes sent to the client.
- Fixed the Year Over Year Cash In Percentage calculation on the Summary page
- Fixed the display of the Totals on the Summary page. Previously, there was no limit on the decimal places so some numbers had 8 or more decimal places. This has been fixed so the number displays with only two.