...
...
...
Appointment Dialog was redesigned and appointments functionality was enhanced.
Template support
Streamlined attendees selection
Ability to attach documents
Rich text appointment comments
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.
The following video demonstrates the behavior with different combinations of those settings.
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.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.
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.
Template support
Streamlined attendees selection
Ability to attach documents
Rich text appointment comments
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.
The following video demonstrates the behavior with different combinations of those settings.
Case Value
Added Organization column to show employer (if any) of the provider.
...