Sandbox Deployments 2025-10-17

Sandbox Deployments 2025-10-17


    • Related Articles

    • Sandbox Deployments 2025-09-12

    • Sandbox Deployments 2026-05-08

      Improvements Improvements Date Release Note 07 May 2026 In the Fees and Charges section of the Quotes modal, the layout is improved with a card-style design. Fee summaries and subtotals are easier to review, with updated Add and Remove Ref buttons, ...
    • Sandbox Deployments 2026-07-24

      <br> All New Features Improvements All Date Release Note 22 July 2026 Markdown formatting is now available in the About Me section in Client Profile. You can format text and add longer content without a character limit. ...
    • Sandbox Deployments 2026-07-31

      <br> All New Features Improvements All Date Release Note 27 July 2026 Search bar in the portal is improved. Results now load faster and appear as you scroll, making it easier to search and browse people. 27 July 2026 Bulk selection is now ...
    • Sandbox Deployments 2026-08-07

      <br> All New Features Improvements All Date Release Note 03 August 2026 The system can now transform client case note data into a CSV file compatible with the CareVision Case Notes Import. This reduces manual spreadsheet work during data ...

    Request an Article or Guide

    We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.