Release 08.02.2024
Small steps for now, giant leaps awaiting us next month.✨
Sealing this month's efforts with key adjustments, we keenly anticipate the major developments set for unveiling next month.
ExPERT Request System
👉 Rejection Notification
Now, whenever a request is marked as "rework required", the assigned user will instantly receive a notification. This ensures you're always in the loop and can quickly address any necessary changes.
- Jack
👉 ExPERT Release Notes
Keep an eye out for updated release notes for the ExPERT Request System, coming your way by Monday. These updates will offer more clarity on the rules for generating certain precedents and increase visibility regarding when types are available at each stage of a matter. Make sure to check back for all the details!
Task Management
👉 File upload against Tasks
A new feature that allows you to upload files directly to tasks. Now, you have the flexibility to upload from your local computer or directly from the Document Management System (DMS).
- Chirag
Client Care
✅ Fixed - Landline numbers creating an enquiry in CasePlan
✅ Fixed - Not all web requests are creating an enquiry in CasePlan
✅ Fixed - Report - Booking person needs to be user who sets the booking stage
⚠️ We're optimising the handling of auto-created telephone enquiries to reduce overhead.
Finance Project
The Finance Project is currently in the testing phase. We're excited to announce that the first release is scheduled for March 2nd.
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