NetCIL/CFAL Client 1.67 New Features
Applies to: CFAL
Version 5.67, NetCIL Desktop 1.67, and NetCIL Online
Updated: 7/22/2014
NetCIL Client Versions 1.67 and CFAL 5.67 contain several enhancements from
versions 1.5 and 5.5, as well as fixes for all reported bugs. A brief summary
of other changes is given below.
-
Expanded
Excel Staff Performance Report now includes a time sheet tab
-
Expanded
Excel New Contacts for Period Report
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Numerous
minor updates to a variety of reports
-
Additional
sample queries
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Document
Management enhancements: You can now
create sub-categories of standard documents and organize them into subfolders
like 1 Standard Consumer Documents, 2 Standard IR Documents, and 3 Standard
Miscellaneous Documents. When creating standard document sets for an
individual, the application will ask you what folder to use for auto-add. You
can rename the folders to whatever you want, as long as they follow the
convention {something}standard{something}documents{something}. You can
add/delete subfolders as you wish; a minimum of two are required in order to
use the feature.
When recording services for non-consumers, the Services lists will,
except in New York, default to only I&R services. Users can list all active
services by selecting “Show All Services.” The shortcut key sequence is Alt-I,
Shift-Tab, then spacebar to toggle the checkbox value. In New York, all
services are displayed by default. New York users can of course filter
I&R-only services by un-checking the “Show All Services” box.
An Excel report has also been added to the Consumer History and
Referrals forms.
An e-mail setup
control has been added to the Main form. If a user’s e-mail account has not
already been set up, a configuration wizard will launch when the control is
selected. If a user’s account is already set up, a generic e-mail message will
be created. The Accessibility Features control has also been moved.
The NetCIL Ribbon
functions have been expanded. The large set of features that are available via
the ribbon means that most users will not need the full version of Microsoft
Access in order to run NetCIL applications.
To facilitate
fee-for-service data, a “Funding Type” list has been added to the Group Case
Note function.
A basic document management
feature has been added to the organizations screen. Selecting the link in the
lower right corner (or pressing the F4 function key) will create a folder where
documents that are associated with a given organization can be stored.
The ability to send
correspondence to new consumers or I&R contacts for a given period has been
added, as well as a form for Mailing List management:
NetCIL Online users automatically have access to the new application.
For all other NetCIL / CFAL users, NetCIL Desktop Client Version 1.67 is now
available for download. If you choose to
install it, please be sure to follow these procedures:
- Ensure that you create a backup copy
of your data.
- Ensure that you have Office
2007 Professional with Service Pack 3,
Office
2010 Professional with Service
Pack 1, Office
2013, MS
Access 2010 Runtime, or MS
Access 2013 Runtime 32-bit versions installed – The application will
not work in any other configuration.
64-bit versions of NetCIL applications are available, but not
recommended due to compatibility issues between MS Office 64-bit and other
third-party applications. For more information about 64-bit applications
please call us.
- Before you download and run the
installation file for the first time, ask all other users to temporarily
exit any NetCIL applications.
- Download and run the 32-bit NetCIL
Desktop Client installation file from the NetCIL website: http://netcil.com/Downloads.aspx
- After a successful installation, the
application will tell you that your file server needs to be updated; you
must allow it to do so before proceeding. This process only needs to be
performed once.
- Repeat step 4 on any other workstation
that you wish.
- Please provide us with feedback by
writing to techsupport@ed2c.com
or calling us toll-free at 888-678-0683 x0.