CasaManager Update!
- 0003644: [Casework] Add Current Volunteer to Child / Case Note Entry screen (kevinl)
The current advocate name has been added to the child note entry screen for quick and easy reference. You can find this just beneath the existing Supervisor field.
- 0003643: [General] New Quickfind! My Supervised Volunteers (kevinl)
New Quickfind! You can now use the new My Supervised Volunteers option under the QuickFinds menu to get to a list of all the volunteers on your supervised cases.
- 0003642: [Casework] Bug Fix: Un-Closing a case leaves status as Monitored (kevinl)
Bug Fix: Un-Closing a case leaves the case status on Monitored. This has been fixed, an un-closed case should now put the case status back to Active Staff or Active Vol.
- 0003641: [General] In-Service Training preference not recording properly in Volunteer Portal settings (jeffh)
As part of our recent dialog redesign, we noticed two unintended consequences. Specifically, the ‘Independent Training’ option was inadvertently removed from the dialog, and the ‘In-Service’ setting was incorrectly assigned. To correct this, these issues have been addressed.
- 0003640: [Outreach] Add New Volunteer From Outreach Add Attendee (kevinl)
Add volunteer when adding Outreach attendees! You no longer have to navigate to the Volunteer section and create a volunteer record for each attendee of an outreach session. Now, you can simply click the Add Volunteer button at the bottom of the new attendee window to easily create the volunteer record and add as an attendee to the event. This automatically adds the person to your Volunteers in CasaManager, so when they return for training or reach out at a later date, you already have that person in your system and ready for more detail entry.
- 0003639: [Outreach] Need ability to email outreach attendee letter (kevinl)
Now you can email the outreach attendee letter! No more printing or saving as PDF and attaching to an email, with the click of a button you can generate the outreach attendee letter for a single attendee or all attendees.