Appointments
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.
Case Summary
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.
Close Case Dialog
Added support for email generation
Added ability to limit Case Close Reasons by Case Group and Case Type. It can be configured in the Picklist Maintenance.
Critical Comments
Critical Comments dialog will be shown when users go directly to pages other than Case Summary.
Critical Deadlines
Warning will be displayed if the SOL is falling on the weekend or a holiday.
Notes
Added ability to filter Plaintiffs and/or Defendants on the “Related To” drop-down.
Auto text replacement is now available when typing notes or emails.
The configuration is done under Admin → Picklist Maintenance.
Settlement
Added ability to suggest or automatically change Case Status when settlement is entered. This feature is configured on the System Parameters Screen.
Timeline
Added tracking of Settlement modifications and deletions.
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