PocketCM

What's New in 6.7.0 Support for schedule management for academic setup We've expanded scheduling to better support course-based and academic programs, along with several assignment-related fixes: New scheduling options for course-based programs, including term-based setups Added a consolidated client/staff schedule view for course-based programs Other New & Improved Save-as-you-go on multi-page forms — Forms like the SIR now have a Save button on every page, so you don't lose progress. Assignments, timesheets, and mileage logs now show start and end times right on the card in day and week view Custom PDF templates — Organizations that need a custom SIR PDF format can now have one set up. More accurate location data — Improved how addresses are stored for more reliable location matching. Fixes Fixed a glitch in the client search bar under Other Schedules. Fixed sub-programs not picking up service code settings from their parent program. Fixed renaming an e-signature workflow without needing to also change recipients or documents. Fixed program assignment changes for clients and staff not saving correctly. Several onboarding fixes: service codes now appear correctly after being added, caseload lists scroll properly, active/deactivated filters work correctly, and staff search is easier to use. Polished cursor and pointer behavior across the Admin app.