What did the Case Status team work on in June?

June’s Release: What’s New Now!

Google Calendar Integration

Case Status now allows all non-medical appointments (virtual & meeting) to sync to your Google calendar and its a simple as a click of a button!

 

  

 

In Settings, click on the User Account tab and click Next under Google calendar.

Now choose which Gmail account to sync and give Case Status access. 

 

Once you enter your Google credentials all meeting scheduled in Case Status will sync to your Gcal to give you better visibility of your upcoming schedule and eliminates the need to physically adding it to your calendar!

 

 

This will create a “Case Status Appointments” sub-calendar inside your Gmail calendar.  Now anyone subscribed to the newly created calendar will have full visibility of meetings/virtual appointments in their Gcal

 

 

 

Remove & Replace Bulk Actions

We understand that during certain periods, people come and go from your firm so our dev team added new remove and replace functions to the Bulk Action Menu to make this process as quick and simple as possible.

Search in the search bar the user to be replaced and select “All Cases” by checking the box on the left on the main case page.

Click “Replace Attorney” or “Replace Case Manager” and select one user to remove and the user to add to each case.

Once clicked you will be asked to confirm and your attorney or case manager will be swapped.

 

 

 

Customizable Notifications

Are you an attorney who only needs to be notified of messages on certain cases or do not need a notification at all? 

If you get bogged down with new message notifications, users can now toggle off their message notifications instead of having to manually mark them as read.

This feature can be turned off completely and then customized at a case level for any matter that you always or never want to stay informed.

This allows users to be visible in the app to their client and listed on the case without receiving notifications on every client message received.

Under Settings>User Account, users can now turn on or off their notifications.  Once toggled off, users will no longer get new message notifications on any  case.

 

If, however, there are specific cases that a user does or does not need to be notified, at a case level, you can simply click the bell next to the user’s name to toggle the notifications on and off.

One point to remember—toggling on and off notifications at the global (user) level will reset any case notifications you may have previously set.

For example, if you set custom case notifications and then turn off/on your user notifications, all of your custom case notifications will be reset.

 

 

 

 

Search by Phone Number

Phone numbers can now be used as a search criteria on the main case page as well as in the Client Tab.

 

 

 

If you have ever gotten a message informing you that a cell phone number is already in use, you can simply search by number to find any case that phone number is associated.