New Product Updates @ Casebook 

Check out our latest features and updates to keep you moving with Casebook.

November 19, 2021 

Release Highlights:

• Sync your calendar to get the most out of meetings in Casebook
• New field type for Dynamic Fields
• Update a person's contact information when creating a task in cb Intake

Happy Holidays! Our offices might be closed, but we're still here to help... Keep reading for more information.

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

Features ⭐

NEW: Update person's contact details while creating a task in cb Intake. Simply select the edit icon to add any missing information to a person profile when assigning a task.

NEW: New field type for Dynamic Fields: Dropdown Field. When creating or editing a dynamic field in cb Admin, you can now add a new dropdown field.

NEW: The Decision section is optional on all Intake Reports. Report Severity Level no longer required when creating an Incident Report in cb Intake. Required fields are indicated with an asterisk. 

NEW: Sync your calendar with Casebook!  Get the most out of scheduling meetings in Casebook by syncing your calendar. When scheduling new meetings, view your current obligations to avoid conflicts. 

Announcements 📢

New videos added this week. 🎥  Check out our new videos for how-to's for our most common features!

• How to Create a New Web Form 
• How to Create a New PDF Form

• How to Join Two Data Sets in Reporting
• How to Create a New Note

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

In the new year, we will be bringing new webinars, live Q&A forums, and new trainings.

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

Holidays here at Casebook.

We are closing to spend time with our families. Casebook Offices will be closed on the following days: 

• Thanksgiving: 11/25 and 11/26
• Casebook Holiday Party: 12/16 limited availability on the help desk from 12:00 - 6:00 pm EST
• Christmas: 12/23 and 12/24
• New Years: 12/31

The support chat will be closed during these times. Please email support questions to [email protected]

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