Versions Compared

Key

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

...

  • Added ability to define Template Pages. See New Case Pages.

  • Added ability to specify From email address for templates. When template with From address is used, emails will be sent using that from address instead of the users email.

Permission Groups

  • Added ability to set permissions to Close a Case.

  • Added ability to set permission to edit Case Value.

    Image Removed
  • Added ability to copy a User Permission Group.

    Image Removed

Retainer Staff

  • Added ability to specify Office in the retainer staff rules. This will allow to assigned different staff members based on the Office that handles the case.

...

  • Added Office to User properties. This office will be used by default when case is created by a particular user.

  • Added ability to set different email configuration for each user. If set, this configuration will override global email configuration set in System Parameters.

    This essentially allows use of different email servers within SmartAdvocate for each user. Additionally, if configured for each user individually, this would eliminate the need for configuring the general SA email account with “Send As” permissions for each user, as otherwise required if your firm uses Office 365.

User Permission Groups

  • Added ability to set permissions to Close a Case.

  • Added ability to set permission to edit Case Value.

    Image Added
  • Added ability to copy a User Permission Group.

    Image Added
  • Added ability to restrict access to documents by Category/Sub-category. When restricting access you can specify what categories to allow or restrict.

    Image Added