We're excited to announce a new release packed with features designed to enhance your efficiency and data management capabilities.
⭐️ Global Labels for People
We're making it easier to manage and identify people across your system! You can now add multiple global labels to a person's profile, which will automatically appear in the People Workload View. This enhancement allows for better organization and quicker identification. Learn how to create and use Global Labels here.
⭐️ Intake Made Easy
Say goodbye to unnecessary fields! We've decluttered the Intake process by eliminating unnecessary required fields, so you can focus on what truly matters. Say goodbye to the hassle of filling out fields like:
Incident Type
Reporter
Reporter Type
Source of Information
Alleged Victim
Alleged Perpetrator
To remove these fields, navigate to the Admin section, access Intake Dynamic pages, and click the trash can icon next to the field you want to delete.
⭐️ Funding Insights at Your Fingertips
Dive deeper into your funding data with our newly added datasets: Funding Sources, Funding People, and Funding Service Deliveries. The pre-built funding report provides actionable insights to optimize your financial strategies.
Learn more about how to leverage this data in our knowledge base.
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! ⬇️
