Case.one Version 1.42

Comments

  • The ability to enter comments is now available within the pop-up forms forasks, Subtasks, Events, Notes, Documents, and Projects.
  • By default the last 3 comments are displayed in the pop-up form, with a link to display any additional Comments.
  • View comments:
    • When viewing a comment, the author’s last and first names, the date of creation, the author’s initials and the comment text are displayed;
    • Comments are not viewable from within the Client Portal;
    • Only added Event Comments are viewable within the Company Feed.
  • Users will receive a Notification regarding any comment that includes their name preceded by the “@” symbol anywhere within the Comment (e.g. @John Doe)
  • Previous comments cannot be edited or deleted.

Administration > Default values

  • Now one create fields with default values in all constructors: types of cases, additional attributes (in events, documents, participants, tasks), client requests, registries, data blocks.
  • Default values can also be applied in multi-level dictionaries.

Events

  • The ability to create a task from the event form has been added.

Workflows

  • Ability to specify delays based upon working or calendar days when creating a trigger.
  • Workflows can be created based upon client requests. As a result of a workflow a client request status can be changed, notifications can be generated after creating/deleting the request or changing/editing request fields, and assignees can be chosen automatically.
  • The ability to set additional conditions by client requests in blocks has been added.

Client portal

  • External storage repositories (e.g. Google Drive, Dropbox, OneDrive) are not available to use for clients.

Calendar

  • The calendar highlights weekends and holidays.
  • Case Assignee filter has been added. Therefore, all events of a selected assignee will be displayed in the calendar.
  • Now you can select an assignee in the smart calendar. So, the smart calendar will display events and tasks related to the cases of which the selected user is responsible.

API

  • Added API method to send data to SalesMachine.
  • API requests api/Calendar/GetCalendarEvents and /api/Calendar/GetGroupedCalendarEvents, where the case ID and the case name are transferred, were updated.
  • Grouping by task completion date was added to the GetGroupedTask method.

Practice Area

  • Now you can create a folder structure when creating the case type.
  • The ability to create, delete and rename a folder were added.

Cases

  • When creating a case, the folder structure that was created for the specified type of case will automatically be added in document`s list.

Account Settings

  • Specify working days and holidays.
  • Specify holidays (days and/or period) in the system date format.

Dictionaries

  • Multi-level dictionaries are now available.
  • When filtering cases by dictionary fields, only final values of dictionary levels are displayed.

Permissions

  • The security settings for Commenting on a case, a project and a folder have been modified. Users are assigned the View permission instead of the Commenting

Work through Active Directory

  • Notifications for unauthorized users were added:
  • Sending email notification when registering a user: "Welcome to CASE.PRO / CASE.ONE. You have been granted access to the legal management service CASE.PRO / CASE.ONE. Your login: [email user]".