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.
...
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).
Made the display of “Total with Interest” line optional. It can be configured under System Parameters.
Added ability to automatically add Expense (Costs/Disbursements) records for document e-Signatures and Text messages. The parameters can be configured on the System Parameters page.
Incident
Added warning if Incident Date entered is in the future.
...