2025-01-17 CM Release

New Feature

AA-1103 CM: My Favorite View

Description

As a Case Manager user, I would like to have the ability to save a select a favorite view on the Case List screen which saves a personalized view I have set specific to me so that I can have my preferred view always available. I would like to have a button to save my favorite and another button to view my favorite.

Change Request

AA-1115 Case Detail: Change Info to Case

Description

On the Case Detail screen the case information section is currently labelled ‘Info’. Please rename this section ‘Case’ so that it is more specifc and not an abbreviation.

AA-1117 Separate and Move Results and Fees

Description

Currently, the Results and Fees are tied in with the case information. When you open Edit on Case Info, Results or Fees, the edit screen displays all three sections. Please update Edit to display only the fields contained within the section it comes from. Edit on case information should only have case information, results should only have results fields, and Fees should only have fee fields. (Similar to how edit Contacts is currently.)

Additionally, please move the Result Summary and Fees sections to the botton of the screen, below the additional case list. This will move up the more frequently used Notes and Attachments sections.