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Kristine

Kristine Umble

kumble@eccovia.com

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Kristine articles

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Form Designer and Import Form Validation Improvements

Published August 28th, 2024 by Kristine Umble

Several updates to the validation function in both the ClientTrack Form Designer and Import Forms tools will be released to ClientTrack in September 2024. These updates will help improve the user experience when configuring forms or importing forms into in ClientTrack by providing more visibility to specific property errors and to assist detection o

169 Views 1 min

ClientTrack Preview File Feature Enhancement

Published April 8th, 2024 by Kristine Umble

Eccovia has recently enhanced ClientTrack file upload functionality with a new feature that will enable users to preview a file that has been uploaded without having to download the file to the user's device. Now, users can see the contents of a file within a browser window while logged into ClientTrack. The feature is accessible from a new Preview

70 Views 1 min

ClientTrack Notification Overlay Feature Enhancements

Published May 21st, 2024 by Kristine Umble

  Notifications Overlay Icon Schedule Overlay Icon In the July 1, 2024, ClientTrack release, Eccovia has made some enhancements to the Notification and Schedule overlay features in ClientTrack (accessed using the Notifications and Schedule icons from the client and user entity toolbars) to augment the current functionality, improve useability and pr

241 Views 4 min

Replacement of Rich Text Editor Feature

Published April 9th, 2024 by Kristine Umble

Eccovia has replaced the rich text editor feature that is used for entering large text blocks in ClientTrack baseline forms such as the case note data entry form, case note template setup, and the issue pages (Report an Issue, Ask a Question, etc.). This new rich text editor, Summernote, contains similar editing and formatting capabilities as provid

359 Views 1 min

ClientTrack Portal Administration Improvements

Published April 8th, 2024 by Kristine Umble

Eccovia has made some recent improvements to ClientTrack administration forms related to the ClientTrack Portal that will help portal designers and administrators with the following: Use new portal system properties to control file uploads. Create news posts in production portal environments. Set a form in the whitelist to allow only records to be c

324 Views 3 min
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Kristine follows these articles

  • Form Designer and Import Form Validation Improvements
  • ClientTrack Preview File Feature Enhancement
  • ClientTrack Notification Overlay Feature Enhancements
  • Replacement of Rich Text Editor Feature
  • ClientTrack Portal Administration Improvements
  • ClientTrack Accessibility Guide
  • ClientTrack Portal Training Documentation
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