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Features ⭐

If any of the following changes cause an issue with your report, please follow the steps outlined in this Knowledge Base Article or reach out to support@casebook.net for assistance. 

UPDATE: Case Involvements. The Case Involvements Data Set will no longer display the involvements removed from a client's profile. For a full list of fields available in reporting, check out this Knowledge Base Article. 

UPDATE: New Fields in the Task Dataset. The following fields have been added to the Tasks Dataset. These fields will allow organizations to see which workflow is associated with tasks inside reporting. For a full list of fields available in reporting, check out this Knowledge Base Article. 

• workflow_id: Use this field to report on the Casebook unique id of the workflow associated with a task.
• workflow_name: Use this field to report on the workflow name that a task is associated with.

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! ⬇️