Release Notes

v0.7.579

Export lists, login improvements, and onboarding updates

This release introduces CSV, Excel, and PDF export for five entity lists, improves the login and multi-factor authentication experience, and refines the trial onboarding checklist. Several reliability improvements are included alongside these new capabilities.

Features

  • Export lists to CSV, Excel, or PDF: Staff, clients, appointments, services, and tenants can now be exported directly from the list view. Choose your format from the export menu; the file reflects your current filters and — for lists where you can show or hide columns — only the columns currently visible. A clear note in the menu confirms which applies. Exports are limited to 10,000 rows; if your filtered list exceeds that, you will see a clear message with the exact count.
  • Smoother login flow: Signing in now transitions more cleanly between steps. Intermediate screens that briefly flashed during multi-factor authentication have been removed, and the flow ends with a single consistent "Signing you in" overlay before opening your workspace.
  • Better keyboard and screen-reader support during sign-in: When multi-factor authentication presents a choice of methods, focus now moves automatically to the first option — so keyboard and screen-reader users can act immediately without extra navigation. Once a challenge is ready, focus moves to the code input field, and password managers can fill the one-time code automatically.
  • Onboarding checklist improvements: The trial activation checklist now shows two links for the "Invite a client" task — a direct invite link and a shortcut to set portal access first, matching the pattern already used for inviting a colleague. The "Invite a colleague" task label now uses your practice's own name for that role (for example, "Invite a therapist"). Tasks are reordered so setting up custom fields comes before inviting people. The section header now shows a pointer cursor so it is clearly clickable.

Fixes

  • The activity feed on the dashboard now displays correctly after a recent internal data-handling change; previously, raw stored data could appear instead of the formatted description.
  • Date-of-birth values stored in an older format are now correctly read and displayed. A one-time correction was applied to affected records so client lists load without errors.
  • The export menu no longer stretches to an unnecessarily wide size when the filter note is shown; it now wraps neatly to two lines.

Security and reliability

  • Additional safeguards ensure that data exported to spreadsheet files is handled safely, protecting against a class of issues that could affect recipients who open and edit exported files.
  • The way encrypted data is read and written has been made more precise, eliminating a subtle inconsistency that could cause certain stored values to be misread.
  • Access controls for administrative user setup have been tightened to prevent unintended privilege levels from being assigned during account creation.