Appointments
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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.
Added a drop-down for case group selection on the Edit Case dialog.
Labels and indicators for contact sub-types (Adult, Deceased, Incompetent, Minor/Infant) can now be customized in the Picklist Maintenance. Also, those labels will be displayed in Red on the Case Summary and on the brief contact pop-up.
Added ability to display full status comments on the Case Summary. This is a system-wide configuration.
Close Case Dialog
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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.
Added settings to exclude medical bills in settlement calculations and to charge interest on all case expenses by default.
Retainer/Referral
Automatic Retainer Fee Assignment. Now SmartAdvocate can be configured to automatically pick the Retainer Fee based on Case State, Group or Type.
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Timeline
Added tracking of Settlement modifications and deletions.
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