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⭐ Features ⭐
Unleash the Power of Search!
Enhanced Global Search
We're excited to announce improvements to our global search function. These enhancements are designed to help you find the information you need quickly and efficiently.
Key improvements include:
Expanded search criteria: You can now search by phone number in addition to existing search options.
Refined search results: Case and intake results can now be filtered by person role.
Improved search performance: Expect faster search results and a more streamlined search experience.
These changes will help you navigate our system more easily and save you time.
Let us know if you have any questions or feedback by reaching out to our support team.
Announcements 📣
Enhance your admin experience! Get ready for our summer webinar to explore new features including Unified forms, Audit Logs, and Funding Sources. Learn how to optimize your processes and improve efficiency. Keep an eye out for registration details.
We love hearing your ideas for new features. Share your thoughts and suggestions with us at support@casebook.net.
Sign up for a free Casebook Training. 💻We offer different Casebook trainings every month. Send your new hires and anyone who wants a refresher course. Check out our calendar and register by clicking the links to the classes listed below! ⬇️
