Advertisement Campaigns

• Added Budget field:

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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 was added as one of the available Advanced Roles.

• Added ability to specify Direction for the Document Trigger.

• Added Birthday Trigger.

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Case Types

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

Document Templates

• Added ability to delete templates.

Email/Note/Appointment/View Templates

• 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.

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.

• Added ability to automatically add Expense (Costs/Disbursements) records for document e-Signatures and Text messages.

   

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.

• 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.

• Added ability to copy a User Permission Group.

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