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Key

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Appointments

  • Appointment Dialog was redesigned and appointments functionality was enhanced.

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  1. Template support

  2. Streamlined attendees selection

  3. Ability to attach documents

  4. Rich text appointment comments

  5. Invite format can now be customized via template.

Case Summary

  • Added ability to assign multiple people at the same time by using Teams functionality.

    Teams can be defined under Admin → Picklist Maintenance

  • Replaced two icons on the Tasks Panel with standard “right-click” icon. Implemented Standard Task menu.

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  • Added ability to suggest or automatically change Case Status when settlement is entered. This feature is configured on the System Parameters Screen.

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Timeline

  • Added tracking of Settlement modifications and deletions.

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