I had fun launching Version 5.

Then I had fun launching Version 5.1.

Today I don’t have anything quite so big and major to show off, but you know what?  Since 5.1’s release in August I’ve done my usual thing of adding numerous little enhancements.

And absent making some sort of thing about it, many of those little gems are apt to go unnoticed.

So I dunno, let’s make a thing a Thing and call the last 4 months worth of new features Version 5.1.1!

Here’s what’s new:

Drag-and-Drop File Uploads

You can now drag files into the Library >> Files area, or into the Files section of a client page.  Do so and they’ll be immediately uploaded into whatever folder you were looking at.  They won’t have any alternate titles set, or descriptions, nor will any notifications be sent in the case of sharing with a client.  But you can set and do those things if needed as a separate step once they flash into existence.

Up to 20 files allowed in a single drop, super satisfying!

Drag-and-Drop Gallery Images

When you’re composing anywhere in the WYSIWYG editor and gallery image inserting is allowed, you’re now able to drag an image file right over the compose window and drop it in.  This will have the effect of automatically adding whatever image to your Gallery (upon save), and save you the trouble of having to upload and then insert it as separate steps.

High Definition Gallery Images

Speaking of inserting images into your WYSIWYG content, images added now support a max width of 1400 pixels (up from 560), as in they’ll only be downsized to 1400 pixels if needed.  They’ll still be shrunk to fit the standard content width, but this means your high def images will look sharper when viewed on e.g. a retina device.

I’ve also made it so that when an image’s natural size IS much larger than the standard content width, one can click on it to view it full size.

On a related note, when choosing images from your gallery those display as mere thumbnails.  You can now get a closer look by clicking on whichever thumbnail you’ve selected as it displays in the right side panel.

Inline Editing of WYSIWYG Images

Okay, one last goodie to do with images when composing content with the WYSIWYG: if you click on an image a little inline popup will appear, allowing you to set styling properties, alignment and size.

Nicer WYSIWYG Linking

The UI for adding a hyper link via the WYSIWYG is now a spiffy pop up.  It admits full keyboard control, meaning you can link a bit of content without ever having to reach for your mouse: select the content, hit Ctrl+K, paste or type in your URL, and hit enter.  You’re cursor will be right back where you left it ready to continue your edits.  Have a change of heart?  Hit escape at that pop up and it’ll get out of your way and have you ready to resume.  Smooth as silk.

Ctrl+S Save Keyboard Shortcut

Ctrl+S used to be a shortcut for strike through text, but eh, how often do you use that?  Now, in contexts where saving work in progress is a thing (think composing Session Notes and Journal Entries, working on Worksheets, editing Whiteboards) hitting Ctrl+S will save your work.  It won’t do more presumptuous things like mark things complete or send a Message, so you’ll never be caught off guard.

In-Calendar Cancel and Reschedule Links

You know how your clients can readily have your appointments with them automatically pipe into their calendar of choice?  Now in the events as added to their calendar the Description field contains magic links for canceling and rescheduling that appointment.  No login required: total convenience, and super handy for clients who have a VA manage that sort of thing on their behalf.

Invoicing Details in the Current Engagements Listing

For at-a-glance awareness, the invoicing details of a given Engagement are now listing for Current Engagements as found in the Business Center.

Search Filter in Offerings Sign Ups

Because sometimes it’s nice to be able to search by Offering name or client.

Offering [appointmentLocation] Magic Tag

If clients sign up for an Offering that entails an Appointment, sometimes it’s nice to have the location of that Appointment (often a URL to join a virtual meeting) be included right in the confirmation email for that Offering.  With the new [appointmentLocation] magic tag you can now have exactly that, in addition to the usual reminders, in-app display, and calendar sync.

Group Whiteboard Emailing Options

When emailing a Group Whiteboard, CA will now auto suggest the emails of the various Group Members.

Group Worksheets

For Group Worksheet assignments being viewed in the Group Page’s Stream, your clients can now click on it to bring up the editor for their own work right there on the group page, no need to go back to their Home >> Worksheets area.

If the rules are such that further working on is allowed after marking complete, a client will also be able to do that from the Group Page.

 

And there you have it!  Any major game changers in here?  Nah.  But there are some quality of life enhancements in here that are worth knowing about.

I hope you and your clients will enjoy!