Missing Summary View

Pinned Planned

Nicholas Schwabe

• September 18, 2025 16:33

Our manager/supervisors are reporting really missing the Summary View option in the modernized dashboard UI. It made it easy to find clients. We have also noticed appointments, case data, contacts and case notes not initially showing in the current month view in the modernized ui.

2

• Official comment

  

  Amy H

  • March 24, 2026 21:18

  Hi Nicholas, 

  We have an update to share regarding EMHware’s Summary View!
  
  As of our 3.17.2026 full release, the classic Summary View should now automatically display when you log in. While you’re logged in, you can also return to the classic Summary View at any time from the modernized Dashboard, as seen below: 
  
  This redirection is temporary while we continue building the fully modernized Summary View, which is actively being developed. We’re continuing to build and refine the new experience, so please keep an eye on our future release notes for further modernization updates.
  
  Thank you for your continued support!
• 

  Amy H

  • September 19, 2025 12:42

  Hi Nicholas, thank you for your feedback! We've forwarded your comment to our development team. 

  0
• 

  Nicholas Schwabe

  • March 25, 2026 13:19

  Glad to hear the summary view will be kept/modernized too! Thanks!

  1

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