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Appointments/Calendar Screen
Appointment Dialog was redesigned and appointments functionality was enhanced.
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Added system parameter that allows to specify staff case roles to be automatically added to new appointments.
Added Add Attendees and Replace Attendees options to right-click menu. Can be performed on multiple appointments at the same time.
Case Navigation Panel
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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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