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Features ⭐

UPDATE: PERSON PROFILE CONFIGURATION

You asked for it, and we built it! Looking for a way to customize data entry for your team? Enjoy a more tailored and efficient experience managing client information with the updated "People" Dynamic Pages settings! Custom fields can now be added to person profiles, and Casebook fields are editable.  

Similar to Engage, admins can now hide non-required person fields. These settings will apply to person profiles and "Add person" forms in all applications. For more information, check out this Knowledge Base Article. 

UPDATE: REBRANDING YOUR HOME MENU

You will notice that your home menu no longer reflects cb in front of each business module. We are working to ensure seamless presentation throughout Casebook. You can find a picture below of our new home menu.

NOTE: If any of the above changes cause an issue with your organization or you have further questions, please follow the steps outlined in the Knowledge Base Article or reach out to support@casebook.net for assistance. 

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! ⬇️