More time-saving automations now available

Power Diary is now Zanda!

BizzyAI Now Live!

Note-taking with built-in AI scribe

NEW: Zoom integration for Telehealth

Elevate your skills with Zanda Academy

,

Release Notes: March 2023

release notes

Notable Changes

  • 🔥

    New: 48-hour restore period for deleted client profile data

  • 🔥

    New: Optional client authentication when accessing an online form

  • 🔥

    New: Close and expand notes and forms

  • 🔥

    New: Client name search added to the waitlist

  • 🔥

    New: Setting to hide client diagnosis from showing on the editing invoice page and printed invoices and statements

  • 🔥

    New: Location added to Sales > Invoices report

  • 🔥

    New: Location added to Sales > Payments report

  • 👍

    Improved: Daylight savings time reflected in the businesses time zone list

  • 👍

    Improved: Updated new trial page

  • 👍

    Improved: Notify when maximum characters reached for the item code and description fields when editing an invoic

  • 👍

    Improved: Update the File Upload tool on Client Files page

  • 👍

    Improved: Payees unallocated payments available to choose for a client’s invoice when on the appointment panel

  • 🛠️

    Fixed: Error when clicking on “View Online Form” link in email when not logged in to Power Diary

  • 🛠️

    Fixed: Letters display with blank content when exported to PDF

  • 🛠️

    Fixed: Client Classification report using UTC times for date parameters instead of business time zone

  • 🛠️

    Fixed: Online Forms cannot be exported to a PDF when the Client File Upload field is in the form

  • 🛠️

    Fixed: Tooltips not fixed on the page when scrolling

  • 🛠️

    Fixed: Error while exporting data

  • 🛠️

    Fixed: Update password button not working

  • 🛠️

    Fixed: Error when emailing an invoice

  • 🛠️

    Fixed: Invalid mobile error when sending an SMS to a client’s contact when the client has no mobile number