Updates to LamplightUpdated 02/03/2014
There's a lot of new features that have landed this weekend (02/03/2014). To see the highlights there's a YouTube update (10 minutes) where Matt walks through report templates, changes to groups and the improved printability.
A few people joined us on Thursday for a Google Hangout, where we had a look at some of these features. We're still ironing out some of the technical issues (like Matt forgetting to record it properly) but if you'd like to join future hangouts to look at particular aspects of Lamplight, meet other users, or see and feed-back on new features, we'd be really happy to organise them. Please let us know...
We think report templates are quite a big deal. They let you save the criteria for a particular report so you can run it again in just one click.
Setting them up is pretty straightforward - it's an admin job, via admin -> system administration -> report templates. You select the filters and report presentation for your particular report, give it a name and description, and you're done. The only slightly different bit is setting the dates - rather than entering fixed dates (like you do when running a report normally), you can enter 'variable' dates (e.g. start previous quarter, 3 months ago, end of current month). When you come to use the report template, Lamplight works out what those dates are and sets them in the date from and date to sections.
Once you've added some report templates, they'll appear as drop-down options below the relevant section on the report menu. So 'work report' templates will appear below the main 'work report' item on the main menu. You'll need to refresh the page once you've added a template for it to show up, though. Click on the report template name and it'll load it and show the results straight-away.
Groups and group data views
A few updates to groups and group data views:
- Custom fields on referrals and grants can now be included in auto groups
- Group data views can show detailed data about referrals and grants (similar to work records currently
- You can add Attendance Type and Role filters to the 'detailed data' section
- 'Title' will now display correctly (it has been showing a number)
View custom fields on work record listing
In work -> view -> work listings (and similar for referrals etc) you can now add columns for custom fields. Click on the 'search' bar, click on 'Additional data columns to display' and choose the fields you need. The table will reload, with some new columns.
These columns cannot currently be added to the saved table views - though that's on our to-do list.
Previously, when you created a letter (or other document) you'd get the document as a download, but nothing else would show on screen. This has now changed with the communications module, so you get the document and the saved record.
In profiles, you'll get the download but the communications tab will reload, in the same way that it does with work and other records.
So the behaviour is slightly different now, but hopefully more useful and more consistent with other aspects of Lamplight.
We have also added the idea of communication roles. These are a bit like attendance types/roles in work records, but with the difference that the roles can be used in mail merges. So instead of running a mail merge that creates lots of letters, one for each person, you can create a single document with information from each 'recipients' profile. For example, you might be writing to a Local Authority department, including information about the service user, and copying it to their next-of-kin. You can include all of these as recipients, and with some clever mail merge fields put the correct information in the right place in a single letter.
These communication roles are still in 'beta' (i.e. final testing) but if you'd like to have a look and a try please let us know.
Printing (using the native browser printing - Ctrl-p or File->print) has been significantly improved, so printing a single work record, or a single page from a profile looks a lot better.
There's also a few bugfixes in this release:
- Internet Explorer 11 - case view menu now working
- Files attached to generated letters are saved properly
- Numerical access keys on profile and forms now do the 'right thing', controlling the form when visible and reverting to the profile tabs after the form has closed.
- The text editor now shows correctly when you create mailing labels.
Minor, mixed bag of updates (20/1/2014)
Over the weekend we uploaded a few, relatively minor updates:
- Additional fixes have been added for Internet Explorer 11 (specifically relating to context menus) and Internet Explorer 10 (relating to the outcome radar chart)
- The login form will no longer allow you to remember your password - but we're sure you weren't doing that anyway!
- You can turn off rich text editors in work records - go to system admin -> global settings.
- The character limit on the summary box in logged communications has been increased (to the point you'll never realistically hit it)
- The date and name of the person adding a task/message is now displayed at the bottom of the task/message.
- The ID number shown when you click on a work (or referral etc) record was showing a 'secondary' ID value; the main ID is now displayed for consistency.
- When you edit a referral, you can add someone to a waiting list if you've not done so previously.
Internet Explorer 11 (5/12/2013)
Microsoft have recently released Internet Explorer 11. This is by default an automatic update from version 10, so you may be using it without realising. If you're using version 10, you may find that you get 11 sometime soon without being asked.
In general, we think those automatic updates are a good thing. However, in this case, it's a problem: the changes Microsoft have made in IE11 have broken parts of Lamplight. We're working on resolving these right now, but for now you will need to use a different browser, such as Google Chrome, Firefox or some other browser.
(Update 6/12/2013): Updates should go live this weekend to resolve these issues. The issues are not confined to Lamplight: apparently some of Microsoft's own products are affected too - they're also advising people to use a different browser in the meantime.
(Update 5/1/2014): Additional updates have been made this weekend to resolve additional issues. Our automated and manual tests are all passing but there may still be some issues - please let us know if you experience any especially if you're using IE11.
System outage update (22/11/2013)
Lamplight was unavailable between around 10.30 and 10.50 this morning. We are very sorry for any inconvenience this caused. More information about this is available on our system status page.
The planned updates (below) were carried out successfully and are now available (4/11/2013)
Update weekend 2nd/3rd November - MailChimp integration with Lamplight (31/10/2013)
These updates will be applied over the weekend of 2/3rd November 2013.
The main update this weekend is the release of the MailChimp integration with Lamplight. This will let you send your newsletters via MailChimp, with the design, reporting and deliverability benefits they offer. You can syncronise your groups with MailChimp; emails sent via MailChimp appear in Lamplight, and subscribes and unsubscribes get updated in Lamplight.
To see what it all does and how it works, watch our Lamplight update hangout - we go through the whole setup process and send an example campaign.
Permanent deletion of data
A new system admin option lets you clear out old data that you no longer need. Again this is introduced in the Lamplight update video (at about 20 minutes in). Please note that permanent really means permanent - it is impossible for you or us to retrieve data once you have permanently deleted it.
Automatic group descriptions
When you save an automatic group (which you may know as a mailing list) Lamplight will now generate a 'criteria' for it - a paragraph that describes the search criteria you've selected. This should make it easer to keep track of what a group is, and is for, without looking through all the tabs to see what's been selected.
A couple of changes to the menu bar search. When you type in a number, Lamplight will search for profiles with that ID (as it always has), and also for work records, referrals, and cases etc. for records with that ID.
If you use the full-text search (by clicking 'Go'), a secondary search algorithm will run if the initial one returns no results. You won't see which is which, but it should mean that you get more results, particularly for shorter or very common search phrases.
A few other smaller changes:
- There's a personal config option to not show empty fields in the profile header group data view
- The work report as captions for each set of custom field filters
- The name of the person that last edited a field in profiles is shown when you hover your mouse over the entry
- Extra location information (address, contact details) is shown on work records if available
- Additional location reporting options now shown on work reports
- Bug fixed: dates like 00/00/0000 will not be displayed
- Bug fixed: Adding tasks to 'me' in a work record now does so correctly
- Bug fixed: roles (e.g. 'user') in profile group data views - removed strange formatting
- Bug fixed: save table layout now correctly saves subworkarea column
Groups (aka lists); case work (21/10/2013)
The planned updates outlined last week (see below, 16/10/2013 update) were carried out successfully over the weekend and are now available.
Please read below or watch to find out more.
How we do updates (watch the video!) ; groups; case work (16/10/2013)
How we do system updates
We're changing the way we add updates to the system. From now on, updates will only happen fortnightly, at the beginning and middle of every month. Updates will be applied over the weekend. (There won't always be an update, but they won't happen outside of this schedule except for pressing bug fixes).
We'll also give better advanced notice of what's going to change, which is what this is: there aren't any changes today, but they will go live over the weekend of 19th/20th October. In addition, we're going to try explaining them on a Google Hangout a few days before, as well as writing about them here, so you can see what's changing before it does. You can see the changes that are explained below in action on YouTube. If you'd like to join us for these please let us know. We're going to aim to run them on Wednesday afternoons in the week before an update is planned, although as we experiment that may change.
Changes to groups (or lists as many know them)
Three changes coming:
- Groups can be locked. That stops anyone but you from editing them. So if you have groups that are important for reporting or other things, you can lock down the definition so they don't get changed inadvertently by someone else.
- Auto groups using relationships can use a second relationship.
You probably want to watch the video of this to understand it.
The example we had was that you had profiles of parents, and
of children, that are linked together via relationships. Parents
have a field about 'employment status'. Let's say you wanted to
get a list of children whose parents are unemployed. To do this,
you would now:
- Make an auto group of unemployed parents
- Make a second auto group that will be your children of unemployed parents. In the relationships tab, you select 'parent' in the relationship type, and the 'unemployed parents' group you just created in the 'Show only people that are related to members of group:' dropdown.
- More flexibility in the 'Work fields' section of auto groups. Before, you could search for people that 'are listed' or 'are not listed' on work (and other) records between certain dates. Now, you can do that but you can also specify the number of records between dates. So you can create groups of people along the lines of 'people who have attended 3 or more times in the last 3 months'.
Custom fields on cases
You can now add custom fields to cases, in the same way that you can to profiles, work records, and so on. To do so, go to admin -> system administration and select 'view, add and edit tabs and fields on cases'. The same interface lets you add fields, although 'sets' (analagous to tabs on profiles) don't really have any meaning, you would just create one and add them all to that.
Work, referral, communication and evaluation records in profiles 3/10/2013
Some people didn't like the new search bar (see update from 30/9/2013) so we've made it so you can turn it off now.
Go to admin -> system administration -> change global settings. In the 'data display optiosn' tab you'll find a checkbox labelled 'Do you want search bars within profile tabs (for work, referral, grant, communication and evaluation tabs)?' Uncheck the box to go back to the 'all records' style.
Work, referral, communication and evaluation records in profiles 30/9/2013
We've added a search bar within profiles for these records. Previously all work records that someone had attended were shown in their profile. Now, you have the same search options that appear when you go to work -> view -> work. And in the same way, you'll need to click on the 'search' bar to change the dates, or filter by workarea, or any of the others options available.
If you're wondering where all your records have gone, you can change the default date range in your personal settings. Go to admin -> system administration -> change my personal settings to update these.
At the same time we've also tidied this search form up a bit. Some of the less frequently used options are now in their own sections which are hidden initially - just click to view them. And the 'search' form closes when new data arrive from the server to make it a bit more obvious that something's happened.
Another set of minor changes 26/9/2013
This update sees a lot of fairly small features requests:
- You can now enter alternative names and (optionally - set it in global config) middle names for people. These can be used in searches and group data views too.
- New 'allow phone', 'allow mobile', and a notes field have been added to the contact permissions section (below 'allow email' and 'allow post') so that you can keep better track of how people want you to communicate with them.
- Twitter have changed (restricted) the way their system works to get recent tweets for someone: for now, we've removed the 'show recent tweets' button.
- You can add your own custom fields to referral records and grant records - set them up in the system admin menu.
- Some customers may not previously have had the option to customise the terms used in Lamplight themselves - this has been updated so that everyone should be able to.
We've also been hard at work at the Mailchimp integration - we're still testing but it's almost ready and should be available in the next week or so...
Series of minor upgrades 9/9/2013
This update sees a lot of fairly small features requests:
- Latitude/longitude and Northing/Eastings have been added to group data views (in the contact details tab). Combined with the geocoding function in the admin menu, you can now easily add geographic co-ordinates to your addresses (from postcodes) and then download them in order to map them. (Q: Why doesn't Lamplight let you map them directly? A: It's hard to do without telling the map provider (e.g. Google) where all your service users live, which we don't want to do.)
- You can create automatic groups based on the date a profile was created (the people or organisations tab).
- You can create auto groups based on the text in the 'publish summary' field (publishing module only).
- We've changed some labels slightly (in the work section of auto groups) to remove an ambiguity. The functionality remains the same. The change is to the 'did attend / did not attend' options - these have been re-labelled 'are listed on a record / are not listed on any record'.
- If you have 'directional' relationships (e.g. 'staff member / employee') you can now easily reverse the direction if needed. There's an option on the right-click context menu on the relationships table of profiles.
- The referrals report can be broken down by project in the column headers (for multi-project customers). Success and direction of referrals can also be added as row data options.
- View all referrals lets you view sub-workareas now.
- You can add more detailed information about your locations. For most customers the main reason to do so is to add Ward and Borough; you can then report on these in the work report.
- You can copy all personal settings from any member of staff when creating a new database operator. Operators are also listed first name/surname alphabetically.
- The pagination on group data views is in place and respects the defaults set in global admin settings.
There were also a couple of bug fixes:
- Work -> view -> work, using a saved table layout, does now show the names of 'users that attended' (or similar).
- Auto groups based on 'age' fields now properly search for people aged 0 (ie the age range is from 0 to 0).
- Downloading large backup files now works
Changes to communications 1/9/2013
A fairly major new thing in communications: saving drafts, and better editing. When creating communications of various kinds, there's a button next to the save button labelled 'save but do not send'. This means you can save the letter/email/whatever and come back to it later, if need be. From the 'work -> view -> communications' screen you can edit draft versions of communications, and send/create them properly when you're ready.
Do more with outcomes in groups 1/9/2013
Automatic groups and group data views both have new options for outcomes. The main change is that workarea filters have been added to auto groups for before and after outcome scores. Group data views let you report more statistics, in combination, and use workarea and date filters.
We're aware that Lamplight has occasionally been a bit running a bit slowly recently. We've made some initial changes to address this, and have added new diagnostic tools, improving the identification of bottlenecks to speed things up further. We're also working on a significant upgrade to our server setup, which will improve system performance and resilience. We're sorry if this has affected you - we are working on it!
Changes to tasks/messages (30/7/13)
The way you link tasks to people in work records has changed slightly. There's now a tickbox to link to 'me' or 'attendees' - everyone at the work record. To link to someone else, use the search box as previously. This slight change should give a bit more flexibility and ease of use.
Only show incomplete messages in profiles
The 'tasks/messages' tab in profiles now only shows you incomplete tasks by default (where the complete date is empty). You can see complete tasks or all by clicking the buttons at the bottom. We made this change because it was getting too slow to load them all when most of the time you just need to see the current, incomplete tasks anyway.
Edit date of logged communications
Editing logged communications wasn't saving date changes - this is now resolved.
New system admin tools (19/7/2013)
There is a new 'de-duplicator' tool available for system administrators to identify and then merge duplicate profiles. You can search for potential duplicates in a number of ways, review their profiles side-by-side, and then merge the data in a number of ways to keep what you need without overwriting good data with out-of-date data.
There is also a geo-coder tool that uses Ordnance Survey Open Data to add geographical meta-data to your profiles: Ward and Boroughs, and grid references. The tool will search existing postcodes that do not have any of this data, and add it where possible.
Searching, case view and some new config settings (10/7/2013)
Searching for profiles
The main search box, in the top-right corner, has had some changes. The order that search results are shown should be better, and matching terms are highlighted to make it easier to see what you want.
You can also use the * symbol as a wildcard, so searching for J*Smi will find John Smith - the star represents extra characters. This works when adding people to work records and things too.
Tweaks to the case view tab
There's been a couple of incremental changes to the case view tab.
- The 'Add new' buttons appear above the table of records to make it easier to access
- When you create a new case on that tab, when it saves it will put you straight onto that tab
New home page tabs
There are two new home page tab options. The first is an alternative diary/to-do list, with a simpler and cleaner layout. This one's called 'my page' in the personal settings section.
The second is 'Recently viewed profiles'. Lamplight remembers each time you open up a new profile, and this tab will list the ten most recent ones, and let you jump to their profiles as normal via the context menu.
New personal setting: default profile tab
In the personal settings section you can now choose which tab is selected initially when you open up a new profile. So if you find that you spend a lot of time in one particular section of a profile you may want to set this.
Some communications global settings
Your system administrator can set a couple of new preferences to do with communications: what size mailing labels you usually use, and whether to include your 'signature' at the bottom of empty communications.
Test communications (27/6/2013)
Test out your communications before creating or sending
The 'create communications' screen has a new button, 'test', next to the 'create / send'. Clicking this while you are writing your message will create a test version. It will use you as the only recipient, so if you're writing an email or sms message you will get it to your email address/mobile number, and if you're doing a letter it will only mail merge your details - not everyone on the recipients list.
Customise the mailing labels address block
When creating mailing labels, Lamplight has always put the address block in the text editor for you. However, you may want to change this default, perhaps including different mail merge fields by default. This can now be set in the global settings config section by the system administrator, in the communications tab. If you leave this empty, the default will continue to be used.
Your name now appears at the top of the screen, and clicking on it takes you straight to your profile.
Save column layouts on tables (25/6/13)
Personal table layouts
Column visibility and order can now be saved to your own personal settings, so that whenever you view that table again it'll have the same visible/hidden columns, in the same order. There's also some context-sensitivity:
- Tables within profiles (e.g. a list of work records someone has attended) have different settings to those for everyone (i.e. from the main menu).
- You can save the table layout of the list of people attending a work (or similar) record. And if you use a group data view to view the work record, you can also save the table settings for each separate group data view.
- You can also save the column setings for group data views when using them with groups.
These settings are for individual database operators, too, so different people can set up their own preferences. However, because there are so many tables you don't set these up in the normal personal settings section.
To set your preferences, view the table you're interested in, show/hide the columns you want, and re-order them, and then click 'Save table columns layout' at the bottom of the column chooser menu (right-click on the table header). You can also reset your settings for that particular table to the 'factory defaults' here.
Location on work etc records
Global config settings let you add 'location' as a column to lists of work and similar records.
Don't want everything on the diary?
Another global config setting just added is 'do you want to add a "add to diary" tickbox on work records?'. Using this lets you choose which work records are shown on the home page diaries as you enter the work record - and it won't show up, whatever filters you use on the actual diary.
End of support for IE8 announced; templates for work records; and case view tabs (20/6/2013)
End of support for Internet Explorer 8
We recently posted an announcement of our intention to end support for Internet Explorer 8 on our blog. If you use IE 8 (or below) you'll want to read that post; but after 31st July 2013 we will no longer actively support older Internet Explorer versions.
Set your own default values on work records
If you often add the same kind of work records (say using the same workarea) you may find it useful to set your own default values for work records. To do so, go to the main menu and add a new work record as normal. In the bottom right, next to the 'save' button, is a drop-down: choose 'do not save this record: set it as a template instead'. Go through the work form, setting whatever you want (except dates and attendance), and click save. Now, whenever you go to add a new work record, those things will be filled in for you. There's only one thing: you have to choose a workarea if you want to do this (else it won't let you save the form at all).
Case view tab
The case view tab has had a few minor improvements:
- Cases are ordered by unlinked first, then any open cases, then closed cases
- The table of records print-out now includes the name of the person, and the case details
- There's a new delete case button, which can optionally delete associated work records (be careful!)
A few tweaks (updated 13/5/2013)
'Sticky' page titles
You'll notice that when you scroll down the page, the title of that page (e.g. 'Welcome to Lamplight' on the home page) appears at the top. This is another new personal setting - you can turn it off in Admin -> System Administration -> change my personal settings.
Group data views at the top of profiles
As well as adding a group data view to use as a summary tab, you can use another one to show selected information just below the name of the person or organisation. This might be useful for risk assessment information, for example, or contact details that you need to be able to see quickly whilst viewing other tabs. To choose the group data view to use, set it up and then go to your personal settings, in Admin -> System Administration -> change my personal settings.
Group by outcome change
Automatic groups now let you search by the change that's happened - not just the actual score - 'show me people that have seen an increase of 2 or more points in outcome X'. You can also combine this with the other elements of the outcomes grouping, so you can answer questions like 'show me people that started with a score below 4 and have increased by between 3 and 5 points in the last six months'.
Multi project group views
If you have multiple projects, operators with 'manager' or higher access (and with access to multiple projects) can run a group with a group data view over several projects at once. This needs to be turned on in the global settings admin section, and the report will then appear in Groups -> View -> Multi project report.
Minor changes and bug-fixes
- There's a new 'close' button on the case view tab for open cases.
- Groups with flexible dates (e.g. work records to today) weren't updating these dates when the groups were run, only when edited. This was a recent regression that has now been fixed.
- Cases weren't closing on the case view tab from the right-click menu. They do now.
- If you're uploading profile information (through the admin section) you can now include publishing details: use field names 'publish', 'publish_summary' and 'publish_update'.
- Internet Explorer 10 wasn't letting you change the order of things in the system admin menus. You should now be able to now.
A few tweaks (updated 4/5/2013)
'My users' tab
You can now use a group data view on the 'my users' tab to show additional information. Set the group data view to use in Admin -> System Administration -> change my personal settings. (If you've not changed your personal settings ever, it's well worth doing so - there's lots there you can do!).
Waiting lists target times
You can add a 'target time' to waiting lists (ie the length of time by which people should be removed from the list by). People over the target time are highlighted in bold red, and the number of people over the target time are displayed in the waiting list report.
Minor changes and bug-fixes
- Custom field textareas were displaying certain characters (e.g. £) strangely. They shouldn't any more.
- There's now a wider range of dates in the 'recurrence' feature on work records.
- The staff absence / annual leave calculator in the staffing module has been re-worked to cope better with some unusual cases and multiple contracts at different times.
- You couldn't remove someone completely from an evaluation record when editing. You can now.
- Numerical outcomes in modern browsers have increment/decrement buttons on the number boxes, and enfore the min/max values set in the system administration. Negative values for outcomes are also now allowed.
- The 'case view' tab has had a few, mostly minor improvements.
- Changing projects should work a bit more reliably.
Relationships (updated 4/3/2013)
Some relationships between people have a 'direction' - Matt is Jane's son does not mean that Jane is Matt's son. Lamplight has always shown the same relationship term on both profiles, which works for the term 'parent/child' but not for a term like 'son'. To address this we've added an 'inverse text' field that can be entered in the admin section. So if you have a relationship 'son' you might want to add 'parent' in the 'inverse text' box in the admin section.
If you then go to Matt's profile and add a 'son' relationship with Jane, the relationship tab in Matt's profile will display 'parent' next to Jane's name. If you go and look at the relationship tab in Jane's profile you'll see 'Matt' and the relationship 'son'.
Lamplight has always stored this direction in the back-end. This means that if you add 'inverse text' to an existing relationship, the text you see in profiles will be updated. If you leave it blank, it'll just display things as they used to be. You will need to be aware that the direction of your relationships might not be the same for all your service users due to the way the data was entered. If you do update exisiting relationships you will need to check your data carefully. If things don't look right, you can undo the change by simply removing the inverse text term and everything will appear as it was.
And depending on how you've entered your data, you may want to change the main text of the relationship, and set the 'inverse text' to be the original.
Let us know if you'd like any more clarification on this - it may be a useful thing to cover in our next 'Spotlight' screencast conference call.
Relationships in search
There's a new global settings option to use relationships in searches in the main menu, so for example typing 'Matt' might display 'Matt Parker, Lamplight Database Systems'. Clicking on this will still take you to Matt's profile, but it might be easier to identify which Matt you want.
Text entered in the 'comments' box of outcomes is now available in listings of outcomes through the main menu (work -> view -> outcomes) and on profiles. It's a hidden column, so you'll need to right-click on the top of the table to add in the column.
Operators and the Charging module (updated 1/3/2013)
Deleting system operators
There's a small change in behaviour: when you delete a system operator, you remove their login. However, Lamplight no longer also deletes their user profile within the system. This means that they can't log in, but you can also see which sessions they attended before they left.
The Charging Module is fairly new, and allows you to calculate charges for individuals attending a piece of work, and allocate that charge to them or other people/organisations. You can set up clever logic chains that tell Lamplight what maths to do so that day-to-day all you need to do is use a couple of drop-downs.
Amounts charged shown on lists of work records
The 'view work' table now includes a column to show you how much has been charged for each piece of work.
New payee rule type
There's a new 'someone else pays based on their relationship to the person attending' rule (what a mouthful!). So if some of your clients are charged for services, but a family member pays, Lamplight can handle that. Or it can charge their employer. Or their commissioning body...
Various minor changes (26/2/2013)
When looking at an individual work record, you can now drag the columns in the table listing attendees of work records, to change their order.
There's a couple of extra 'add new person' buttons. One is back on work and other records, by the 'search' box where you add people to the record.
There's also an option to be able to create a new profile when you're adding relationships in profiles. However, this is turned off by default, because there are no duplicate checks when you create the new profile. If you do want to enable this, it's in the global settings section and your administrator will need to turn it on. Once it's turned on, go to add a relationship as usual, type the name in the search box, but if they're not already on the system carry on as normal, click 'save', and you'll get a message asking if you're sure you want to add the new profile. They'll be added as a 'person/service user'.
Groups and group data views
Title and suffix are available in group data views. Publishing information is also available. And groups and group data views can be shared across other projects, if you have a multiple project system.
You are now able to change the terminology of Lamplight yourself (we've had to do it for you previously). It's in the admin section - system administrators will need to make changes. With this update you can add your own descriptions for 'user', 'contact' etc, which appear on the forms when you're adding new people.
The following issues have been resolved.
- Adding a new project gives you permission to access it
- Adding logos/library items allowed again
- Individuals are listed in search on their own, as well as with links to other people/organisations.
- Search results wrongly displaying apostrophes etc
Communications configuration (13/2/2013)
You can now set some new global defaults for your communications. You can set a default email address to appear in the 'from' field of your emails: if you set it, this will over-ride the individual staff email of the person creating the email. Otherwise it'll behave as it did before. You can also decide who should receive 'unsubscribe' notification messages if people unsubscribe from emails you've sent them. And finally, you can also set a default reply-to number for your text messages. All these are available in the global settings section of the main admin menu.
Work record reporting
If you've added custom fields to your attendance tables on work records, you can now report by these. In the work report, on the report presentation tab, you can select your fields in the 'row data' section.
A big bundle of updates... (12/2/2013)
There's some improvements on the screen that shows all cases, mainly around how the dates work so the results listed are a bit more intuitive.
Recent problems with £ symbols in emails are now fixed. We've also improved the communications reporting so logged communications are reported in more detail.
Project sharing policies
If you have project sharing policies on your system, you can now restrict policies to particular types of profile (person, organisation, user, staff etc.). If you have more than one project and are not sure what project sharing policies are, you may want to give us a call (but they let you share limited profile information between projects in pre-determined ways).
There's a new 'notes' text field when viewing relationships. There's also a 'view history' button on the relationships tab of profiles that shows you past relationships, as well as current ones, and the dates from and to that they were in existence.
Global config setting
There's a new global config setting that lets you split up the 'person -> add' main menu item, into several, split by type (person, organisation) and role (user, staff etc). There's also some new submenus on the 'people -> view' menu, which let you filter by type too - you could do that before, this just saves you some mouse clicks.
Auto groups - published profiles
If you have the publishing module, you can now create auto groups to filter for profiles that are (or are not) published. Group data views will soon include these options too.
Group data views, personal settings, and system settings (28/01/2013)
Group data views
There's a couple of changes to group data views. Firstly, if you're adding 'relationship' columns to get linked profile information, you can add contact details for that linked person if you need them. And if you now add a date of birth field to a group data view, you'll get an extra 'birthday' column which will sort by day/month - ideal for producing a birthday list. You'll need to edit and save existing group data views if you want to get this extra column.
A new section in the 'customise my Lamplight' allows you to set default dates for the 'view work' pages. At the moment you always see the last month as standard, but this can be changed to more-or-less anything you want. Go to admin -> system administration -> change my personal settings to update these.
A couple of extra switches in the global setting section. You can now turn off the recently added 'bulk update' section in the attendance tables, if you don't need it. And you can change the way that Lamplight sorts names of people, if you want, so that they're sorted by surname, then firstname. Both of these can be set by your system administrator.
Work records - bulk updates to attendance tables (28/01/2013)
The attendance table in a work record has a new section at the bottom, which allows you to update all the rows in the table in one go. Add your attendees as normal, and then if you need to change all the attendance types, roles, or notes (or any of your custom columns) just select the new value at the bottom and click 'Update all'.
You can now have several different relationships betwen any two people (or organisations). Just add them as normal in the relationships tab.
The first ever Spotlight on Lamplight (25/01/2013)
We're going to be available on a conference call on Google+ this afternoon from 3pm for any customers who want to pop in and ask us anything about Lamplight - how-to's, feature requests, find out what we're working on at the moment... If you'd like to join us you'll need a Google+ account, and then ping us (Matt Parker, email@example.com in Google+ or send an email) and we'll add you to the invitation list!