CasaManager New Features!
- 0003562: [Reports] NCASA/GAL Annual Survey 2024 Updated (kevinl)
The 2024 NCASA/GAL Annual Survey is here! We’ve updated the report to align with the 2024 survey questions and included helpful clarification notes where needed. With just a click, you can generate all the data required to effortlessly complete the survey.
- 0003563: [General] Introducing “Find Selected” – A Faster Way to Work with Your Records! (jeffh)
We’ve added a simple yet powerful new feature to help you manage your records more efficiently! Now, when searching through a table, you can **check a box** to mark one or multiple records in your found set. Then, with a single click of the new **”Find Selected”** button, your current set of records is instantly refined to show only the ones you marked.
Need to quickly select or clear all records? The new Select All / Deselect All button lets you do just that—saving you time and effort.
Try it out today and streamline the way you work with your records!
- 0003558: [Reports] Feature Enhancement: DRD Test now support Date Ranges! (jeffh)
We’ve improved the testing experience by adding date range support to most tests! While some tests don’t require a date range, we’ve made it easier to identify the ones that do.
• New Date Range Icon – Quickly see which tests support date filtering.
• Informational Dialog – Click the icon to view which field is referenced for the date range.These updates make it easier to work with test data while keeping everything clear and intuitive. Let us know if you have any questions!
- 0003564: [General] We Want Your Feedback! – Dashboard Widgets (jeffh)
We’ve added a new Survey button to the main dashboard! This is your chance to share which features you love and what you’d like to see next.
Each survey will be available for two weeks, and we’ll launch a new one after each release to keep improving your experience.
Click the Orange Survey button today and help shape the future of our product!
CasaManager Issues Updated
- 0003567: [Outreach] Outreach Audit Log (kevinl)
This is a bug fix for the Outreach audit logs not showing any data. Now, you can see changes made to outreach events using the audit log.
- 0003566: [General] Export Button on List Views (kevinl)
The option to export records is now available in all main list views. A new export button has been added next to the existing print button in the top-right corner of all lists. Additionally, the export function remains accessible from the Action menu.
- 0003565: [General] Improved Caseload Screen Sorting (jeffh)
We’ve made an update to the Caseload screen to enhance usability. When we transitioned from a portal to a list view, some users noticed that records were not automatically sorted. We’ve now added a default sort, ensuring that your records are neatly organized as soon as the selection is performed.
This update should make it easier to find and manage your caseload efficiently. Thank you for your feedback!
- 0003561: [Inservice] Add Volunteers & Staff to Books & Tapes! (kevinl)
This is a big one! You can now add multiple volunteers and staff as readers/listeners to books and tapes—just like for Workshops and Outreach events. No more endless scrolling through long lists to select one at a time. Easily find and select all the volunteers and staff you need in one go.
This update makes managing participants faster and more efficient.