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What's New @ Casebook 

Check out Casebook's

latest developments 

September 7, 2023 

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Features ⭐

NEW: New Dataset: People Races.

You now have the ability to report on all race information entered on the Person Profile using the new People Races dataset! This new dataset will provide you with the ability to track and report on an individual's race and will provide one row per person, per race. For more information on our Datasets, check out our Knowledge Base article.

Screen Shot 2023-09-06 at 10.14.40 AM

NEW: New Dataset: People Ethnicities.

You now have the ability to report on all ethnicity information entered on the Person Profile using the new People Ethnicities dataset! This new dataset will provide you with the ability to track and report on an individual's ethnicities and will provide one row per person, per ethnicity. For more information on our Datasets, check out our Knowledge Base article.

Screen Shot 2023-09-06 at 10.14.51 AM

UPDATE: Cascading Form Deletion in Reporting.

When you delete a form from a record, the corresponding data will be automatically wiped out in Reporting as well. Please reach out to support@casebook.net if this causes an issue for you and your team. 

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 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

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2023 Training Calendar
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