Version 1.14


  • Schedule Assist Report - Added new option to toggle on/off the Forecasting details, which will show % Accepted and Avg Accepted $ and use these to forecast earnings for the current month and planning month.
  • TRUE™ Case Acceptance Reports - Added a summarization row that provides an averages overview of all of the months that have fully trued based on the filters.
  • Task Profiles - The ability to add/edit/delete Task Profiles has been moved from the Security Admin role to the Referral Manager role.

Video 1

Schedule Assist Forecast Update

Video 2

TRUE™ Case Acceptance Reports