Advertisement Campaigns

• Added Budget field.

  

Automated Procedures

• Status changes by automated procedures will preserve previous status comments. Comments specified in the automated procedure action (if any) will be appended at the end of the previous comments.

• All Case Experts were added as one of the available Advanced Roles.

Case Types

• Added ability to specify status for retained cases per case type.

  

Document Templates

• Added ability to delete templates

Permission Groups

• Added ability to set permissions to Close a Case

• Added ability to set permission to edit Case Value

  

• Added ability to copy a User Permission Group

  

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.

System Parameters

• Added parameter to configure number of days before Critical Alert about no client contact.

  

• Added parameter to disable automatic SA Handler Installation pop-up in case system suspects that document failed to open.

  

• Added parameter to show lien flag on the Case Summary even if lien amount is not entered.

  

• Added parameters that allow configuring different mails server for mass and/or automated emails.

  

• Automatic notes can now be configured to show up on Notes page only or on both Notes and Summary pages.

  

UDF Editor

• Added automatic question renumbering when question order is edited.

• Added support for answer weight (intake scoring).

  

Users

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