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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Amount field is now mandatory on the Disbursement screen.
Alert if there is a duplicate amount for the same payee and/or Invoice Number.
Added ability to copy a case expense records (via right-click menu).
Incident
Added warning if Incident Date entered is in the future.
Negotiation/Settlement
Negotiation Notes are now Rich-text with templates support.
Changed Negotiations grid to take less space when there are no or small number of negotiations entered. This provides more space to see the settlement(s).
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.
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