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Lifecycle Management Release Notes 2025.03.18

We've added more flexibility in appointment creation by allowing data load of upcoming appointments: 

Data Load now presents three different statuses; past, current, and upcoming, that are set based on appointment date. Additionally, users can set the appointment dates according to their needs without any restriction on overlapping dates.

  • This new logic will cover the following scenarios:
  • If the start date is in the past and the contract expiration date is in the future, a new current appointment will be created.
  • If the start date and contract expiration date are both in the future, a new appointment will be created with an upcoming status.
  • If the status field is empty, and there are no other current appointments, the appointment will be tagged as a current appointment.

 

 

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