Release Notes for ProgenyES 10.03.01.22

General Release Notes

Document Categories and Folders

ProgenyES now supports categorization and folder hierarchies for documents. This feature allows users to organize documents into custom folders, streamlining workflows and enabling filtering by specific categories.

Active Directory Account Enforcement

Active Directory (AD) accounts linked to user logins can now be used to control access. This feature ensures that only authorized users can log in while a specific AD account is active on Windows, providing an extra layer of security.

Linked Individual UDF

Users can now link individual records to other individual records through user-definable fields (UDFs).

Image Capture Improvements

The image capture process has been optimized to reduce device scanning and checking, improving workflow efficiency, especially for systems with multiple devices.

Printer Handling Improvements

The printer caching and handling process has been refined, minimizing device scanning and checking, thus enhancing the experience of creating reports and printing cards.

Additional General Improvements

The entire software has undergone a thorough review to enhance its effectiveness and reliability.

Detailed Release Notes

Version 10.3.1 (2023-05-20)

• Linked Individual UDF:

  • Added linked individual UDF
  • Enhanced security for linked individual UDF

• Payment Module:

  • Support for adjusting field placements on checks
  • Added 4 extra customizable fields (hidden by default)
  • Improved support for adjusting field placements
  • Added 6 more customizable fields (hidden by default)
  • Default size adjustment for the large check number
  • Show borders feature for diagnosing placement issues

• Image Capture:

  • Revised device handling, loading list only when necessary

• Fixes and Enhancements:

  • Fixed issues with distance from filter dialog
  • Updated to convert idcard type to member type in card definitions
  • Removed Record Change report from installer
  • Added Custom Report Type to Database Setup
  • Fixed single check from Data Entry
  • Updated Custom Report parcel and share single line display with %
  • Fixed display issue with WHTI cards status
  • Added checkbox to disable BIA rep date on BIA 4432
  • Updated photo and signature export to exclude problematic commas
  • Locked records blocked from family tree addition through FTB
  • Added delay loading for printer capabilities
  • Hotkeys for zoom in/out in family tree builder
  • Enabled map pushpin dragging at any elevation
  • Added bindings for various tribal blood levels in custom reports
  • Enforced Active Directory account matching
  • Introduced document categories and folders
  • Fixed issues with household and structure document folders
  • Enabled selection of filename/path for photo/signature/document export
  • Fixed Blood Quantum filtering by Primary Tribe
  • Added Upload Log feature in the About window
  • Reduced DirectShow preview size
  • Added debugging output for DirectShow preview setup
  • Updated About window credits
  • Added note display for Affiliations
  • Expanded document folder selection for quick access
  • Removed Change Notes from report builder
  • Fixed individual search showing pds tabs
  • Corrected report builder filter for primary culture
  • Set minimum payment history date
  • Notification for unavailable image capture devices
  • Supported 17 generations of blood quantum granularity
  • Fixed issues with device disconnection during selection
  • Resolved crash when document wasn't assigned a folder
  • Prevented saving of dragged photos into read-only records
  • Export/merge now includes document categories and folders
  • Fixed long alternate names not saving in audits
  • Updated About window credits
  • Disabled drag and drop for read-only individual documents
  • Corrected blood quantum % report builder output/filter