EZPZ Residential Care Manager 5 - What's New

Version 5.03.01 - 29/09/2008

New Features/Enhancements

'Display' field
Display field added to records allowing user to determine how names appears in lists and other dropdowns used throughout the system.
The following records have the new field: Resident, Supplier, Contact, Employee

Reminders/Events - event records have been removed from the system and are represented instead by a reminder record having a "pending" or "completed" status. Existing event records will be converted to completed reminders. The Reminders list, and the Reminders page on the record for a resident, supplier etc, have been revised to enable the user to view pending and/or completed reminders. Event reports have been removed from the system.

Bug fixes

Fee charges calculation
Error in fee charge calculation causing incorrect periods to be calculated now fixed.

Version 5.02.01 - 15/08/2008

New Features/Enhancements

Credit Control
Enhanced credit control screens added.

Transactions
VAT rate field added to transactions table.

New paid record processing added (internal).

Version 5.01.05 - 20/07/2008

New Features/Enhancements

Country
A country field has been added to the address details for the following records:

• Area
• Business
• Contact/Next of Kin/Financial Agent
• Supplier

The country field for these records will be initialised to "United Kingdom (GB)".

The inclusion of the country in an address is controlled by a setting in Settings> Business Defaults> Miscellaneous. This setting can have one of 2 values:

1. always include the country in an address
2. only include the country in an address if the country is different to that of the business (default)

A list of countries can be accessed via Settings> Lookup tables.

Reminders
A reminder can now be allocated to a user if user records have been created on the system.

Reminder Schedules
A reminder schedule enables the user create a "batch" of reminders for an object starting from a particular date. Each reminder schedule consists of 1 or more reminder types, each of which is set to create a reminder on a number of days after the start date.

Reminder schedules are managed via the File> Open> Reminder schedules option.

Reminders can be created from reminder schedules using the button on the Reminders page for the following records:

• Supplier
• Resident

SMS Text Messaging
A new option, FASTSMS, has been added as a provider of SMS email to text services.

SMS text messages can now be sent to Contact records.

Version 5.01.01 - 23/03/2008

Initial version launched.