CasaManager Update!

  • 0003717: [Casework] Edit Case Note: Go to related notes (kevinl)

    Go to all notes when click the edit button. When you click the Edit button for a child or family case note, you will now go to all the child or family notes in the detail view, rather than just the single note you clicked on. This will allow you to navigate between those case notes without having to go back to the list first.

  • 0003716: [General] The sending server used for no-reply@casamanager.com has been changed to SendGrid. (jeffh)

    To enhance message delivery, we have switched alerts from no-reply@casamanager.com to be sent via SendGrid, reducing the likelihood of SPAM misclassification.

  • 0003714: [General] Reminder icon not turning pink when there is a reminder assigned to the module (jeffh)

    The reminder icon now displays reminders for the currently viewed table.

  • 0003713: [General] Infos and Trainees should not have Volunteer Portal access (jeffh)

    The portal activation toggle is now hidden when the status is set to Info or Trainee.

  • 0003712: [General] New Filter Function (kevinl)

    New Filter Function! Check out the new filter ability, available on all main screen by clicking the filter ( funnel ) icon to the left of the supersearch field. This will show you a type-ahead list of filtered records based on your search criteria. Easily find a child or volunteer by name or DOB, without entering find mode.

  • 0003711: [Child] Child Photo Bug Fix (kevinl)

    Upload / Removed child photo fixed.

  • 0003706: [Child] Child Detail / Plan Monitoring tab update (kevinl)

    The Child / Plan Monitoring tab has been updated.

  • 0003705: [General] General Navigation from List view to Detail View (kevinl)

    Bug Fix: Navigating from List view to Detail view changes the found set of records when returning to List view.

  • 0003704: [Outreach] Bug Fix: go to related speakers from outreach (kevinl)

    Bug Fix: Go to speaker detail from Outreach Detail.

  • 0003703: [Reports] Update TCCY Report ( TN Report ) (kevinl)

    The TN TCCY Report has been updated.

  • 0003702: [Reports] Mix & Match Report: Change checkboxes to use button bars (kevinl)

    Mix & Match Reports: Updated Checkboxes in the top blue section.

  • 0003701: [Family] Mom Phone Number Label (kevinl)

    Bug Fix: Corrected the mother’s work phone number field label.

Volunteer Portal Update!

  • 0003715: [Reports] Independent Study Report (kevinl)

    Independent Study Training Report: The Mileage and Paid fields have been added to this report.

  • 0003710: [Reports] Staff Background Report (kevinl)

    New report: Staff Background Checks. This new report find all staff with no date left agency, and displays the dates of criminal check, sex offender registry, etc.

  • 0003709: [Casework] Add Hearing Note (kevinl)

    Hearing Note added to volunteer portal. Your volunteers can now add a note to a specific hearing, similar to the functionality available in CasaManager.

  • 0003707: [Family] Add buttons to call and email parents and attorneys (kevinl)

    Phone and Email buttons were added for parents, and their attorneys. You can now call or email mom or dad, or their attorneys, with the press of a button.