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.
Added ability to quickly view all notes without leaving the Case Summary page. Just click the “View All Notes” link at the top right corner of the “Last Notes” panel.
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Negotiation Notes are now Rich-text with templates support.
Added support for recording of the settlement fee split between different attorneys in the Law Firm.
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.
Check Date field added to Settlement Checks.
Notes
Added ability to filter Plaintiffs and/or Defendants on the “Related To” drop-down.
Auto text replacement is now available when typing notes or emails.
The configuration is done under Admin → Picklist Maintenance.
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