Appointments
...
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.
...
Automatic Retainer Fee Assignment. Now SmartAdvocate can be configured to automatically pick the Retainer Fee based on Case State, Group or Type.
If multiple rules can be applied to a particular case the rule with the higher priority will be selected.
...
Timeline
Added tracking of Settlement modifications and deletions.
...