Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

...

...

  • Appointment Dialog was redesigned and appointments functionality was enhanced.

    Image Removed
  1. Template support

  2. Streamlined attendees selection

  3. Ability to attach documents

  4. Rich text appointment comments

  5. Invite format can now be customized via template.

...

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

  • Added two new system parameters that control the behavior of the case navigation panel. By default both are set to True and preserve previous system behavior. You can change them to prevent Plaintiff panel from automatically expanding when pages from General Panel are shown. You can also allow General panel to collapse when pages from other panels are shown.

    Image Removed

    The following video demonstrates the behavior with different combinations of those settings.

    2020-08-02_10-31-19.mp4

Case Summary

Case Summary

  • Added ability to hide panels and tabs on the Case Summary screen.
    The configuration can be done under Admin → Picklist Maintenance → Case Summary Page Design.

    Image Added

  • 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. Same functionality was added for Appointments, Tasks and SOLs/Critical Deadlines.

    2020-08-02_09-52-37.mp4

  • Added Room and Part display to Courts/Dockets Panel

  • Prior Attorney information display was added.

  • Added Infant, Funding and Prior Attorney flags.

  • Added display of the note subject in the “Last Notes” panel. This change only applies if note subject is enabled in the system parameters.

  • Added Status Days column on the Case Status History Dialog.

Appointments/Calendar Screen

  • Appointment Dialog was redesigned and appointments functionality was enhanced.

    Image Added
  1. Template support

  2. Streamlined attendees selection

  3. Ability to attach documents

  4. Rich text appointment comments

  5. Invite format can now be customized via template.

  • Added system parameter that allows to specify staff case roles to be automatically added to new appointments.

    Image Added
  • Added Add Attendees and Replace Attendees options to right-click menu. Can be performed on multiple appointments at the same time.

    Image Added

Case Navigation Panel

  • Added two new system parameters that control the behavior of the case navigation panel. By default both are set to True and preserve previous system behavior. You can change them to prevent Plaintiff panel from automatically expanding when pages from General Panel are shown. You can also allow General panel to collapse when pages from other panels are shown.

    Image Added

    The following video demonstrates the behavior with different combinations of those settings.

    2020-08-02_10-31-19.mp4

Case Value

  • Added Organization column to show employer (if any) of the provider.

...