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What's New @ Casebook 

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latest developments 

November 7th, 2023 

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Feature ⭐

NEW:  Introducing Consistent "Add Person" Experience in Casebook! 

 

🌟 Full-Screen "Create a Person" Form: Creating a person in Casebook has never been smoother. Every time you initiate the process, you'll now experience a consistent, user-friendly full-screen "Create a Person" form that streamlines the data entry process. No more navigating through multiple screens or tabs; your focus stays on the task at hand.

 

🌟 Configuration Perfection: We understand that every organization's needs are unique. With our new update, all fields in the "Create a Person" form will be displayed exactly as you've configured them in your Admin settings under "People" and "Dynamic Pages." Tailor your input fields precisely to your requirements, ensuring every piece of data is captured as you need it.

 

🌟 Seamless Transition: After you've filled in the necessary details and hit that all-important "Save" button, the magic happens! The newly created person will seamlessly and instantly be pre-populated right back into the page you were previously working on. No more manual navigation, no more wasted time.

 

With this new feature, you can expect your Casebook experience to be more intuitive, efficient, and time-saving than ever before. We've put the power of customization and speed directly into your hands.

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Announcements 📣

Have you been keeping up with our latest webinar series? Catch up here! 

Resources 📚

New videos or articles added this week. 🎥  

  • How to Configure Single Sign On

  • SSO Configuration: Google
  • SSO Configuration: LastPass
  • SSO Configuration: Microsoft Azure Active Directory

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 below! ⬇️

2023 Training Calendar
Register Here

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