Add a To Do Item
The To Do items can be added from 3 different locations: The To Do list on the "My Dashboard" page Client Record - use the "Add To Do Item" Button found in the top right corner of the client screen Project Record - use the "Add To Do Item" Button ...
V 14.0 Release Notes (2022)
Release 14.2 Release date: September 2022 Bug fixes Release 14.1 Release date: August 2022 User logins is now tracked in the system. You can see client last login on the client user accounts tab. Added workflow status tracker on the overdue tasks ...
Email to Staff
Clarity Practice Management, purposefully avoids emails to staff to reduce the email clutter. Email is also an inefficient way to keep track of things to work on. Instead, all notifications, such as internal notes, go to the notification screen on ...
V 9.0 Release Notes (2017)
Release 9.5 11/21/2017 Site Security Enhancements Release 9.1 3/20/2017 Fixed issues with calculations on the Corporate Dashboard Enhance client questionnaire interface Provide the option to display project admin tasks to clients User Interface ...
V 10.0 Release Notes (2018)
Release 10.6 11/13/2018 Overdue and upcoming Tasks are now sorted by date and displayed in reverse chronological order by default. The system now, allows user to sort the tasks by date and it automatically saves user’s last sort preference. Enhanced ...