New Product Updates @ Casebook 

Keeping it Short and Sweet, new features to keep you moving

November 10, 2021 

Release Highlights:

• You can export phone numbers and emails into a report 
• New visual - Closed Cases month over month 
• Watch new in-app product tutorials 

We want to hear from you! Got a Casebook feature on your wishlist? We're interested. Reply and tell us about it. 

Features ⭐

NEW: New person level details added to the people dataset in cb Reporting.  Simply create a new visualization, select the people dataset, then drag and drop the fields you want on a table. 

• Phone Number
• Phone Type
• Email Address
• Email Type
• Tribe 

NEW: Pull in provider level data in to reports

• Provider name
• Role
• Title
• Start and End dates

NEW: Track status changes over time with a New Report: Month over Month Closed Cases This chart can be found in the Cases Summary prebuilt report 

NEW: Assign basic tasks to yourself on an Intake 

Announcements 📢

Learn more about how to use Casebook with our new Video Library. 🎥 We are committed to helping all users, learn and use Casebook with less effort. Check out our new videos for how-to's for our most common features!

Sign up for a free Casebook Training. 💻 We offer a Casebook 101 training every month. Send your new hires and anyone who wants a refresher course. 2022 dates to be announced. 

Last Training of the Year 

December 6th, 2021 11-12pm PT

Visit registration link for full list of dates.

In the new year we will be bringing new webinars, live Q&A forums, and an expanded course list. 

• Basic Forms Training
• Advanced Forms Training
• Reporting 101
• Advanced Reporting 
• Workflow Design 

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