QUESTIONS?


March 2021: Did you know?

Hey Case Status users!   

It’s always the little things in life that make big difference and knowing exactly where every piece of information displays is not only satisfying but also a time saver.

The French have a saying, “Mise en Place”, translated as “Everything in Place”, meaning everything has a place and everything belongs in that place and its a vital part of knowing that if you need something, its always there for you and a cornerstone of streamlining your day to day process.

While configurable columns may not be seem like a huge feature compared to newer ones such as Treatment Logs or Automations, but being able to see all case information pertinent to specific users has multiple benefits reducing clicks and having to get information from another screen.

By clicking on the “gear” icon in the top right corner of your main case list, users are able to add and remove columns from their view allowing them to see case information and giving them more visibility to the case than before.

Not only will users be able to add/remove new fields such as “Last Client Interaction Date” and “Practice Area” but it also allows users to click the up and down arrows, allowing them to sort by these new case columns.

These edits only affect the user view so when you edit your columns, you are only editing the way that you see your cases–not the entire firm.

By editing this view, user now can see more of the case information that is important to them while decluttering their view by removing information that they do not need.

As always, if you have any questions or suggestions, feel free to reach out to me through our support bubble.

Thanks again and don’t forget to register for my webinar this Thursday at Noon CT/1:00 ET where we do a deep dive into messaging and automations!

Reasonably and Prudently yours,

 Chris

 
 
 


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