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  • Formatting was changed.

Copy/Merge Cases

  • Improved Labeling to make clear which case is going to be kept and which one is going to be deleted.

  • Changed case sorting to show recent cases on top of the list.

Document Search

  • Added a preview panel.

  • Added multi-select/multi-update option.

  • Added document actions: Email Link, Download, Edit Properties.

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  • Changed Case Type filter into multi-select.

  • Added multi-select Case Status Filter.

Mass Document Upload

  • Added Folders support to Mass Document Upload page.

  • SA will remember users selection for “Append file name to Description” checkbox on Mass Document Upload page.

  • Added Document Category/Subcategory search to Mass Document Upload page.

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  • Added ability to mass delete uploaded documents.

  • Added ability to automatically create tasks associated with the uploaded documents.

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Mass Mailing

  • Added new columns to the contact display grid:

    • Driving License #

    • Driving License State

    • Gender

    • State ID #

Mass Time Entry

  • Added Tracking Date column to the Mass Time Entry page.