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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Added tracking of Settlement modifications and deletions.
Added tracking for UDF edits.
Added full history for referrals.
Referring Attorneys/Law Firms
Paid Advertisements
Other Referrals
Added deletion tracking of many items.
Letter of Administration
ARB/Mediations
Bankruptcy
Calendaz
Appeals
All Contacts
Time Tracking
Witnesses
Counter Claims/3P
Court Rules
Death Compromise
Depositions
Distributees/Others
Employment
Evidence
Adverse Exams
Expert
Funding
Injury
Investigations
Attorneys
Referring Attorney
Hearing
Motions
Notes
OtherReferral
Other Providers
Paid Advertising
Attorneys
Decedent Information
PlaintiffInjury
Police Reports
Prior Attorney
Prior Claims
Injuries-Prior
Referred Out Attorney
Retainer
School/Other Activities
Special Damages
Sub Out Attorney
Trial Prep
Vehicles
Verdict
WorkPlans
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