November ’23 Release Notes
Following client feedback, we’ve improved and enhanced various browser and case management functionality to improve the overall experience.
The changes & improvements include:
Case Management App – v3.2.8
- Downloading emails
You can now download emails from Case Management > Documents. Simply click the ellipsis (…) and select ‘download’.
- Time recording activities
The issue regarding the activity list not updating, depending on the remuneration rate selected, has now been fixed. As you select a remuneration option, the appropriate list of activities will be shown.
Browser – v1.34.7
- Calendar token validity
We have increased the timeout period to re-sign into Microsoft Office – when creating Key Dates – from one hour to 90 days if ‘Create diary appointment’ is selected.
- Increased Dossier integrity
When unlinking Dossier Fields from Dossier Pages – a validation step has been added to ensure all fields that are currently used in standard documents or questionnaire have been linked.
To change and select fields, right-click the chosen Dossier Page and click ‘Design Page’. If you change the position of the linked fields and forget to link them all again, a validation message will be presented highlighting that you must link all fields as they are used in Standard Documents or Questionnaires.
- Office TT Required requisition
When posting an Office TT Required requisition, the tick box ‘Agency?’ is no longer selected by default.
- Notes for authoriser
The character limit for requisition authoriser notes have been set to a maximum of 255 characters. This means notes will no longer be cut off.
For more information & support
If you need more information or support on the new updates, please contact our support team who will be happy to help. Submit a support ticket, or call us on 0330 060 4940.